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    General

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    Configuring Fulfillment Jobs

    To configure fulfillment jobs, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can configure some aspects of some fulfillment jobs on the Fulfillment Jobs Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General > Fulfillment Jobs Configuration). Configurations performed on this page are applicable at the institution level only.
    Fulfillment Jobs Configuration Page
    For more information on these jobs, see Viewing Scheduled Jobs.
    Each job may be activated, deactivated, or scheduled. Additionally:
    • Borrowing Activity Report Job - Appears in the Monitoring Jobs area as the Notifications - Send Periodic Fulfillment Activity job. You can run the job immediately from this page.
    • Send Courtesy Notices and Handle Loan Renewals - The Notifications - Send Courtesy Notices and Handle Loan Renewals job does one of the following, depending on the automatic loan renewal rules, Terms of Use, and existing recalls:
      • If the conditions of an automatic loan renewal rule are met – the loan is automatically renewed.
      • A courtesy notice is sent if a block exists on the patron or item, preventing item renewal (see Configuring Block Preferences). By default, one notification is sent per loan. Setting the resend_courtesy_notices parameter to true (see Configuring Other Settings) allows the notification to be sent daily until the item is due.
      • If the conditions of an automatic loan renewal rule are not met (and the loan is therefore not renewed) – sends a courtesy notice informing the patron that the item is due. For details on configuring automatic loan renewal rules, see Configuring Automatic Loan Renewal Rules.
      In the Days before due date field, enter the number of days before the loan’s due date that a reminder notice is sent or that the loan is automatically renewed.
      This setting can also be configured on the Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General > Other Settings Mapping Table page. Modify the auto_renew_loan_days parameter value (see Configuring Other Settings).
      This job runs on loans created after the previous running of the job and whose due date is earlier than the number of days configured in the Days Before Due Date parameter.
      For example, if the resend_courtesy_notices parameter is set to true and the job:
      • runs on June 10 with the Days before due date = 7
      • then the job runs again on June 11 with the Days before due date = 7
      then:
      • loans with a due date of June 17 are included in the June 10 job and loans with a due date of June 18 are included in the June 11 job.
      • If a loan was created on June 11 and is due on June 17, that loan is also covered by the June 11 job, since it was not covered by the previous day’s job.
        If the loan will be automatically renewed at a future time, the courtesy notice is not sent.
    • Send Overdue Notices Job - Appears in the Monitoring Jobs area as the Notifications - Send Due Date Reminders job.
    • Fines/Fees Notifications Job – You can run the job immediately from this page; see Fines/Fees Notifications job.
    • Anonymization Job – Appears in the Monitoring Jobs page as Fulfillment – Handle Historical Archiving. For configuration information, see Configuring Anonymization, below.
    • Loans - Overdue and Lost Loan Job – Appears in the Monitor Jobs page as Loans – Overdue and Lost Item.
    • Loans - Due Date Correction after Calendar Change - See Loans - Due Date Correction after Calendar Change job.
    • Requests - Handle Expiration Step - See Requests - Handle Expiration Step job.
    • Requests - Restore Temporarily Shelved Items - See Requests - Restore Temporarily Shelved Items job.
    • Requests - Recalculate after Inventory Update - See Requests - Recalculate after Inventory Update job.
    • Send Overdue Message to Resource Sharing Borrowing Partner - See Send Overdue Message to Resource Sharing Borrowing Partner job.
    • Expired Resource Sharing Request - See Expired Resource Sharing Request job.
    • Users - Remove Blocks - See Users - Remove Blocks job.
    • Activate/Deactivate Courses - See Activate/Deactivate Courses job.
    • Distribute Resource Sharing Network Configuration (only in the Network Zone) - In the Warning Percentage Threshold field, enter a whole number. If the percentage of records that fail to distribute stays at or below this figure, the job displays a warning. If the percentage is exceeded, the job fails. See the Distribute central resource sharing configuration job.
    • Requests - Send Report - See Requests - Send Report job. You can select which requests to include:
      • Non Active Requests
      • Requests in process
      • Requests on hold shelf
    • Email Leganto Notification to Users (only in Leganto-enabled institutions) - See Notifications in the Leganto Administration Guide.
    For details on letters that Alma sends to patrons with these jobs, see Configuring Alma Letters.
    • Fulfillment jobs can be configured at the institution level only. Select the required institution from the You are configuring filter on the Fulfillment Configuration page.
    • Schedule times depends on the time zone in which the institution is located.
    • The Run Now option appears for some of the jobs on this page, but not for others. For some jobs, such as the Loans - Overdue and Lost Loan Job, the option appears on other pages.

    Configuring Anonymization

    For questions and answers about anonymization, see the Data Privacy FAQs.
    To configure the Anonymization job:
    • Select Anonymize item loans to enable deleting user information in completed loans. Note that loans with open fines/fees cannot be anonymized.
    • Select Anonymize fines and fees to enable deleting user information in closed fines/fees.
    • Select Anonymize resource sharing requests to enable deleting user information in completed and deleted resource sharing requests.
    When the job runs, the Borrower Name and Borrower ID are removed from the item history of all loaned items. For example, before the job runs, the Borrower Name and Borrower ID are displayed:
    Loan History
    After the job runs, the Borrower Name and Borrower ID do not appear:
    Loan History After Anonymization
    For anonymization to occur in Alma Analytics, first the Handle Historical Archiving job must be run and then the ETL must occur. After anonymization, none of the user details are displayed in Analytics; however, the following information is displayed:
    • Patron Details > Patron group (called User Group in Alma)
    • Patron Details > Patron job title (called Job Category in Alma)
    • Patron Details > Record type (Public, Staff, or Contact)
    • Patron Details > Account type (Internal or External)
    Analytics After Anonymization
    To configure the Loan Anonymization Rules:
    Loan Anonymization Rule Editor
    1. After selecting Anonymize item loans, click the link for Loan Anonymization Rules. Or access the Loan Anonymization Rules page directly from the menu (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Physical Fulfillment > Loan Anonymization Rules).
    2. Add a new rule or edit an existing rule.
    3. Options for input parameters are:
      • Days since loan ended - Operators are: <, >, =, not equals. Whole numbers are counted. So if Days since loan ended > 1 and the loan ended yesterday, the loan will not be anonymized.
      • Days since user expiry - Operators are: <, >, =, not equals. Whole numbers are counted. So if Days since user expiry > 1 and the user expired yesterday, the loan will not be anonymized.
      • Library - Optional operators are: =, in list, is empty, is not empty, not equals, not in list, contains.
      • Location - Operators are: =, in list, is empty, is not empty, not equals, not in list, contains. If Library input was added, the location list will be populated according to the selected libraries.
        If library input was not added,the list will be empty.
      • Number of loans to retain - Operators are: =. For example, if a rule is set with Number of loans to retain = 3 and there are 3 loan history records for an item, they will not be anonymized. If there are 4 loan history records for the item then only the oldest one will be anonymized.
      • User group - Optional operators are: =, in list, is empty, is not empty, not equals, not in list, contains.
    4. Select True or False for the output parameter, Anonymize.
    5. Click Save.
    By default, the Loan Anonymization Rules are set to TrueFalse. In cases where select loan types should not be anonymized, the rule should be set to False.

    Configuring Other Settings (Fulfillment)

    To configure other settings, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    This option enables you to customize settings that are not specific to any other fulfillment action. These other settings can be configured on the institution level only.
    You configure other settings on the Customer Parameters Mapping Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General > Other Settings).
    Mapping Table Page – Other Settings
    Other settings can be configured at the institution level only. Select the required institution from the You are configuring filter on the Fulfillment Configuration page.
    The following table describes the Other Settings options:
    Other Settings Options
    Parameter Key Description
    auto_renew_loan_days The number of days entered determines which loans will be considered for automatic renewal. So, for instance, if auto_renew_loan_days contains 7, all loans whose due date is within the next 7 days will be considered. For those loans, the renewal will be carried out as per the automatic renewal policies. See Configuring Automatic Loan Renewal Rules.
    check_self_ownership_serial Set to true to enable self-ownership checks to be performed for serial titles; the Resource Sharing link is hidden in the Get It/View It tabs in Primo.
    When false, self-ownership checks are not performed for serial titles, and the Resource Sharing link displays in Primo whether or not the serial is self-owned.
    copyright_region
    The two letter country code indicating the institution's region. Used for determining copyright licensing options and approval.
    Currently, the only values that have any effect are:
    demerit_enable Set to true to enable demerit functionality. For more information, see Enabling the Demerit System.
    demerit_history_days The length of the demerit tracking period in days. If the user's demerit points exceed the value specified in the demerit_maximum_threshold parameter during the demerit tracking period (that is the last number of days specified by this parameter), the system places a block on the user. For more information, see Enabling the Demerit System.
    demerit_maximum_threshold The maximum number of points allowed during the tracking period. For more information, see Enabling the Demerit System.
    demerit_suspension_days The length of a user's suspension period in days. For more information, see Enabling the Demerit System.
    display_additional_digitization_attributes Set to true to show the partial digitization fields on the Get It form. Set to false to suppress the partial digitization fields from the Get It form.
    distribute_fulfill_changes_last_run The last run of the Distribute network fulfillment changes to members job. Relevant only for the Network Zone. See Configuring Fulfillment Information in the Network Zone.
    document_delivery_cleanup_days This defines the number of days that digitized files will remain on the document server. It is set to a default of 30, and may be set to a maximum of 90 days. See Attaching Digitized Items To Be Sent To a Patron.
    email_partner_configurable_line1 Not currently supported
    email_partner_configurable_line2 Not currently supported
    enable_booking_workflow The parameter defaults to true, which enables booking requests to behave as all other patron physical requests. If the parameter is false, the booking request does not get activated or go through the hold shelf workflow and will not appear in task lists.
    enable_moving_item_to_hold_shelf_from_self_check If set to false (which is the default value), a requested item that is checked in using a self-check machine is not placed on the hold shelf and the hold shelf letter is not sent. If set to true, the item is placed on the hold shelf and a hold shelf letter is sent.
    Note that the system determines whether the item should be placed on the hold shelf or enter hold shelf processing based on the definition of the Has hold shelf processing parameter at the circulation desk. It is also relevant only for self-check circulation desks with hold shelves. If there is no hold shelf at the circulation desk, the item enters the transit process.
    enable_request_during_loan_for_different_ policy Set to true to enable patrons to request an item belonging to a bibliographic record for which the patron already has an item on loan, if the newly requested item has a different loan period policy than the original item.
    exclude_lost_and_claimed_returned_loans_from_overdue Set to True to exclude lost and claimed returned loans from the overdue limit (number of loans that are allowed to be overdue).
    ful_network_default_pickup_inst This controls the initial value of the pickup institution field in a fulfillment network request form.
    • If the parameter's value is set to blank, the initial value of the pickup institution is blank.
    • If the parameter's value is set to patron, the initial value is set to the patron's institution, meaning that linked account users will show the patron's source institution.
    • If the parameter's value is set to local, the initial value is set to the local institution, as it has been in the past. This is the default.
    fulfillment_network_shared_primo Set to true to indicate that when working with local fulfillment network members (and not a Network Zone), you can use the Intellectual Entity information to enable the borrower to locate the item more accurately on the lender side.
    generate_resource_sharing_temp_barcode Whether the resource sharing library can use an automatically generated temporary barcode to receive and circulate a borrowed item. The barcode is based on the resource sharing request’s external identifier (see the External identifier field in the Request Attribute Field table in Creating a Borrowing Request).
    hide_single_holding_getit_details When set to false (default), Get It displays a single holding's items with the holding's details expanded for a single holding. When set to true, the holding's details are initially collapsed. The holding's details are always collapsed if there are multiple holdings and one was explicitly opened.
    ignore_lender_due_date Set to true to ignore a request's due date when loaning an item to a patron. The due date is instead calculated according to the Terms of Use defined in the fulfillment unit.
    ill_item_creation_lib_code The default code of the library in which to create the temporary items for resource sharing.
    When working with multicampus libraries, leave this value blank and assign a resource sharing library in the patron record.
    Set to ALL to enable all configured resource sharing libraries to be enabled for all patrons. If a patron’s specific Terms of Use indicates that resource sharing libraries are not enabled, the patron’s Terms of Use overrides this setting.
    ill_item_creation_loc_code The default code of the location in which to create the temporary items for resource sharing.
    When working with multicampus libraries, leave this value blank and do the following:
    item_level_requesting Set to true in order to set items without descriptions to requestable from the item level link in the Primo Get It tab. When this option is active, the item request replaces title level requesting. If set to false, which is the default, items without descriptions are requested via title level requesting. See Request Options.
    missing_item_requestable Set to true to enable requesting items marked as missing.
    network_display_logic_distribution_members_behavior
    Controls deactivation or deletion of institution rules at distribution time. The values for this parameter are None, Remove, and Deactivate. The parameter defaults to None, which does not change the institution rules. Remove will remove all institution rules. Deactivate will deactivate all institution rules.
    network_display_logic_rules_precedence Allows the Network Zone to determine which rules take precedence - the institution's rules or the network's rules. The parameter defaults to False, which sets the institution rule to taking precedence. True defines the Network Zone rule as having precedence.
    network_rota_assignment_rules_precedence Whether the Network, Institution, or Library level rota assignment rules will be executed first when running the Distribute central resource sharing configuration job.
    network_sending_rules_precedence Whether the Network, Institution, or Library level sending borrowing request rules will be executed first when running the Distribute central resource sharing configuration job.
    overdue_at_claim_return_loan Set to true if you want fines to stop accruing for items that were claimed to be returned (any fines already accrued get added to the user’s total). Otherwise, set to false to have the fines continue to accrue.
    overdue_at_lost_loan The value of this parameter determines:
    • Whether the overdue fine is applied to the user's balance when the loan is updated to lost.
    • Whether the overdue fine continues to accrue while the loan is lost.
    An overdue fine continues to accrue until it is applied. Once it is applied, it stops accruing. If this parameter is set to true, the overdue fine is applied when the loan is marked as Lost and, therefore, stops accruing. If the parameter is set to false, the overdue fine is not applied when the loan is marked as Lost and, therefore, continues to accrue. In this case, if the lost loan is returned, the accrued fine will be applied.
    overdue_lost_loan_profile_ignore_due_hour Allows control of whether the due hour will be taken into consideration. For example, if the profile is set to match on 1 overdue date and the parameter is set to false, then a loan that was due yesterday at 12:00 will be considered overdue only today at 12:01. If the due hour of the loan has not been reached when the job runs, the loan will not be considered overdue until the following day. If set to true, the loan will be considered a match immediately on the next day, ignoring the due hour. The default is false.
    patron_services_timeout_minutes The number of minutes after which the Patron Services page closes.
    You can configure a value between 1-30 minutes. The default value is 2 minutes.
    prefer_doc_delivery_from_e-resources Set to true if you prefer to do digitization from electronic resource rather than from print resource when both exist.
    prefer_remote_storage Set to true to assign priority to remote storage items when viewing results in the Primo Get It tab, publishing to Primo, or the Primo Real-Time Availability (RTA).
    primo_loan_list_sorting The order in which loans are sorted in Primo My Account > Loans. By default, the loans are listed in descending order by due date. The valid values are ascending and descending.
    reading_list_auto_locate_citation_upon_creation When true, when a librarian creates a non-repository citation, Alma tries to match and link the citation to an inventory item. If Alma succeeds, the citation's status is Resource Located. Otherwise its status is Location Failed .
    When false, the librarian still can attempt to match the citation to inventory manually.
    reading_list_citation_sorting Determines the sort order of the citations in a reading list. Enter TITLE, AUTHOR, CALLNUMBER, CREATEDATE., or INSTRUCTORORDER (Leganto only: this sets the order according to the ordering set by the instructor in Leganto). The default value is TITLE. See Managing Citations.
    New for September! recall_during_loan_prefer_oldest_loan If there are multiple copies of an item, and multiple requests on the item, when the last copy is checked out, if there are still requests on the item, this parameter determines which loan to recall. Set to true to recall the oldest loan instead of recalling the item which is currently being loaned. Set to false, which is the default behavior, to recall the current loan.
    remember_last_loan_display Set to true for the Patron Services page to display loans according to the last option selected by the operator (either all loans (All) or only those in the current session (This session)). When indicating false, only loans for the current session (This session) display.
    renew_all_loan_threshold Setting this parameter to anything higher than 0 defines that number as the max loans that may be renewed simultaneously with the Renew All action from Primo My Account. If the user attempts to renew more loans than the threshold, alma returns a new error code, 0037, and a new (translated) error message, Renew All is allowed for loan lists with no more than X loans, where X is the customer parameter value.
    The default value of 0 indicates no limit on the number of loans that can be renewed at once.
    resend_courtesy_notices Controls the behavior of the Automatic Renewal job (Notifications - Send Courtesy Notices and Handle Loan Renewals). When set to true, the job will run on loans with a due date from the last run date until today plus the value of auto_renew_loan_days. This means multiple courtesy notices are sent if the loan is not renewed. For example, if the days parameter is set to 7 and the loan cannot be renewed (i.e. it is requested) then a reminder to the patron will be sent every day until the day the item is due. When set to false, which is the default, the courtesy notices are not resent.
    resource_sharing_protocol The value displayed to an NCIP peer-to-peer partner when a Lookup Agency action is invoked from the partner's system. For more information, see the NCIP peer-to-peer parameters list on the Resource Sharing Request page
    results_best_location_enable Set to true to prioritize the results list according to your location when using Get It and RTA services. The default setting is false.
    For physical items, setting the value to true causes the holdings locations in the discovery system search results to be displayed according to the proximity of available items to the patron. The default value of false causes the holdings locations to be displayed according to availability without regard to the patron’s physical location. Available items in temporary locations are displayed at the top, followed by those in permanent locations, and followed by those in remote locations.
    Alma is able to display the list of holdings locations in the discovery system search results according to the proximity of the patron by comparing the IP address of the patron with the IP addresses of libraries with holdings for the searched item. In order to utilize this functionality, libraries must be configured with IP addresses (see Configuring IP Ranges for a Library).
    return_lost_loan_from_self_check If false, and a check-in message is sent to Alma for an item that is currently declared lost, the return action is blocked and a message is displayed to the patron, directing him or her to a circulation desk. The default is true.
    rs_add_currency_to_mashup_form Set to false to suppress the currency on the Maximum Fee field label on the Primo resource sharing form.
    Set to true to display the currency on the Maximum Fee field label on the Primo resource sharing form.
    rs_allow_actions_on_scan_in
    This parameter allows or prevents receiving and shipping from the Scan In Items page as well as shipping from Manage Items Returns and loaning from Manage Patron Services when the item has not been received. When set to false, an error message with an override option will be displayed when a borrowing or lending request is scanned in from the Scan In Items page at a desk of a resource sharing library or when a loan is executed from the Manage Patron Services page but the item has not yet been received. An error message will also appear on the Manage Items Returns page that does not include an override option. When set to true, executing these processes will not produce the error message. The default is true.
    For more information, see Scanning Items.
    rs_auto_request_lending
    Set to true to enable automatically placing Move/Digitization Requests for incoming lending requests that match an existing resource. A move request will be placed if the resource is requested in physical format. A digitization request will be placed if the resource is requested in digital format.
    The digitization department and pickup location for the resource are specified in the rs_default_digitization_department and rs_default_pickup_location parameters, respectively.
    rs_auto_request_lending_with_serials If a lending request is created and is associated with at least one serial item, setting this parameter to false will stop an associated move request from being automatically created. If the parameter is set to true, the move request will still be created. The parameter defaults to true.
    rs_auto_request_lending_with_volume_issue Set to false to prevent a move request from being automatically created for a lending request if the borrowing request sent to the lender contains a volume or issue because the move request may not identify the correct volume or issue. The default for this parameter is true, which corresponds to the existing functionality. This parameter has no effect on borrowing requests that do not contain a volume or issue.
    rs_block_sending_requester_info Allows patron information to be suppressed from a resource sharing request that is sent to another institution. The parameter is set to false by default. When it is set to true, the Send Requester Information check box on the ISO partner parameters is hidden.
    rs_borrower_copyright_management
    Set to true to apply a check of copyright approval on a resource sharing digital borrowing request. Setting this parameter to true also displays the Copyright Status page on the fulfillment configuration menu (see Configuring Resource Sharing Copyright Statuses).
    rs_default_digitization_department The name of the digitization department to which the resource that matches a lending request is to be moved.
    rs_default_pickup_location The pickup location for the resource that matches the borrowing request, in the following format: <library code.location code>
    rs_disable_borrowing_auto_assign Set to false to automatically assign borrowing requests to the logged in operator for requests created manually or saved in Alma. If you do not want borrowing request to be automatically assigned, set the parameter to true. This is the default value.
    For more information, see Reassigning a Task.
    rs_disable_lending_auto_assign Set to true to ensure that when editing a resource sharing lending request that is either unassigned or assigned to other users (that is, the request appears on the Unassigned or Assigned to Others tab on the Resource Sharing Lending Requests Task List page), the request is assigned to the editing user only when clicking Reassign for the request. When selecting any other editing option, the request remains either on the Unassigned or Assigned to Others tab.
    Indicate false to ensure that selecting any editing option automatically assigns the request to the editing user (that is, the request moves to the Assigned to Me tab).
    rs_display_items_not_requestable Set to true to display items that are not requestable in the physical services list in Manage Fulfillment Options of lending requests. This is the default value.
    Set to false to suppress items that are not requestable.
    rs_display_level_of_service Set to true to display the level of service on the Primo request form.
    rs_enable_lending_ship_warn_popup Set to true to show a warning pop-up before automatically creating a lending request from a shipping item. Set to false to automatically create the request without the warning message. For more information, see Shipping Items.
    rs_external_id_prefix This sets the external identifier format. Possible values are code or id. If set to code, the external ID is created as {institution code + a generated number} (as it was previously). If set to id, the external ID is created as {customer Id + institution id + a generated number}.
    rs_prefer_recall_method Set to true to recall a shipped item first if a requested resource has copies that were shipped to a remote borrower and copies loaned to local patrons. For this function to work, the relevant workflow profile must also include the Recall item action.
    Set to false to recall the locally loaned copy first.
    rs_support_add_service Set to true for the Alternative address field to display on resource sharing request forms.
    rs_use_new_mashup_form
    Set to true to enable the Resource Sharing Form Customization page on the Fulfillment Configuration menu. The default setting of false hides the Resource Sharing Form Customization page from the menu.
    For more information, see Customizing Primo Resource Sharing Forms.
    rs_yearly_ill_limit_start_date The first day of the year for consideration of the annual limit on resource sharing requests by a patron. The date format is DDMM and defaults to 0101. For more information, see Adding Fulfillment Policies.
    self_check_proxy_checkout Set to true to enable automatic checkout to a sponsor at a self-check machine. If the user checking out is a proxy for a single sponsor and the parameter is set to true, the item will be checked out automatically to the sponsor. If the user is a proxy for more than one user, the existing behavior will remain. The default setting of false retains the existing behavior.
    send_courtesy_notices_and_handle_loan_renewals_last_run The last run of the Notifications - Send Courtesy Notices and Handle Loan Renewals job.
    send_query_to_patron_use_xsl Set to true to replace the Patron Query Templates option on the Fulfillment Configuration menu with the Patron Query Types option (see Configuring Patron Query Types), where you configure the types of queries to select from when sending a query to patron. The queries are sent using the enhanced XSL-based Query to Patron letter.
    Set to false to enable the Patron Query Templates configuration option on the Fulfillment Configuration menu (see Configuring Patron Query Templates), where you configure the template to define the appearance of queries to be sent. False is deprecated.
    shortened_due_date_notifications
    The possible values are NONE, MESSAGE, EMAIL, MESSAGE_EMAIL (in caps). The parameter defaults to NONE meaning no notification is sent.
    If the parameter is set to MESSAGE or MESSAGE_EMAIL, an on-screen alert is displayed for staff on the Manage Patron Services page when loaning or renewing an item with a shortened due date. The possible messages are:
    • Please notice that the due date was shortened since the item is recalled
    • Please notice that the due date was shortened since the patron card is expired before the due date
    • Please notice that the due date was shortened since the loan conflicts with a booking request
    When loaning an item from a self-check machine, a message is also displayed.
    The message text is not configurable.
    In addition, when the parameter is set to EMAIL or MESSAGE_EMAIL, a notification is sent to the patron regarding the shortened due date. The letter FulShortenedDueDateLetter can be sent either by email or SMS. For letter information, see Configuring Alma Letters.
    should_anonymize_borrowing_request Set to true to block viewing the patrons who have placed borrowing requests. false enables viewing this information.
    should_anonymize_item_loan Set to true to block viewing the patrons who have borrowed returned items. false enables viewing this information.
    should_anonymize_requests When set to true, the requester ID is set to NULL when a request is completed, therefore hiding the requester ID from the request history. This is the default.
    When set to false, the requester ID appears.
    should_automatically_print_request_slip When set to true, print slips will be generated automatically according to any Automatic Printing rules that have been configured.
    When set to false, print slips will NOT be generated automatically, regardless of any Automatic Printing rules that have been configured.
    This is an institution-level parameter and, therefore, applies to all Automatic Printing rules in all circulation desks in all libraries.
    should_report_active_requests This value is set in the Requests - Send Report section of the Configuring Fulfillment Jobs page. When it is set to true, the active requests section will appear in the notification report.
    should_report_in_process_requests This value is set in the Requests - Send Report section of the Configuring Fulfillment Jobs page. When it is set to true, the in process requests section will appear in the notification report.
    should_report_on_hold_shelf_requests This value is set in the Requests - Send Report section of the Configuring Fulfillment Jobs page. When it is set to true, the hold shelf requests section will appear in the notification report.
    switch_to_overdue_and_lost_loan_new_job
    Set to true to activate the option for aggregating overdue or lost item notifications so that the patron receives only one notification for each notification type.
    Set to false to send one notification for each overdue or lost item. When set to false, overdue blocks are not supported.
    For more information on the overdue and lost item letters, see Loans – Overdue and Lost Item on the Viewing Scheduled Jobs page.
    uresolver_display_cz_records_first Whether to list Community Zone records first in each level in the list of online resources. For more information, see Configuring Online Services Order.
    uresolver_partial_digitization_default_value
    Set to true to initialize the Partial check box to selected on the Digitization Request Form.
    Set to false to initialize the Partial check box to deselected on the Digitization Request Form.
    For more information on customizing the Digitization Request Form, see Customizing Primo Request Forms.
    uresolver_remote_register
    This controls whether the other institution's holdings may be retrieved without creating a local linked patron record.
    Set to Auto to automatically create a linked account. This is the default.
    Set to None to disallow the option to create a linked account via the Get It. Only holdings information will therefore be shown.
    Set to& Manual to display a link to sign into the institution. Clicking the link will open the request form from the source of the linked account.
    uresolver_use_source_to_target_ordering Whether to place the highest priority on services that match the source of the OpenURL. For more information, see Configuring Online Services Order.
    use_time_format_with_time_zone_in_self_check When false, the time zone is not included as part of the due date field in the self-check response message. When true (default), the due date is formatted according to the system_time_format parameter. For more information on the system_time_format parameter, see the mapping table in Configuring Other Settings.

    Configuring Printers

    To configure printers, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Alma is hosted in a SaaS environment. Due to security concerns and technical limitations, SaaS environments do not support direct connection of local or network printers. Instead, printing in Alma works using email. Each library/institution must define the email addresses of its local printers in Alma, which route staff-oriented, Alma-originating e-mails (including request and transit slips) to the appropriate printer.
    You configure printers on the Printers page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General > Printers).
    Printers Page
    Ensure that you are within the context of the institution/library whose printers you want to configure by selecting the required institution/library from the You are configuring filter on the Fulfillment Configuration page.
    To associate a printer with a circulation desk, you must configure the printer at the library level. Ensure that you have selected a library in the You are configuring: drop-down list on the Fulfillment Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu).
    Click the printer code or name headings to sort the list alphabetically—in ascending or descending order—by printer code or name.
    The following actions can be performed on this page:

    Adding a Printer

    You can add a printer to the institution or a library. If you add a printer to the institution, it is available for all the libraries within the institution as well.
    To associate a printer with a circulation desk, you must configure the printer at the library level. Ensure that you have selected a library in the You are configuring: drop-down list on the Fulfillment Configuration page (Fulfillment > Fulfillment Configuration > Configuration Menu).
    Ensure that the email addresses of the printers you add are configured in the Email Include List mapping table. For instructions, see Configuring Allowed Emails.
    To add a printer:
    1. On the Printers page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General > Printers), click Add Printer.
    2. In the Add Printer dialog box, enter a code, name, and email address (all required) for the printer. Optionally, add a description as well.
      Add Printer Dialog Box
    3. Click Add and Close to close the dialog box. The defined printer is added to the list of printers on the Printers page.
      Printers Page
      After defining a printer, you can specify which circulation desks and service units are served by the printer. For details, see Editing Printer Information.

    Editing Printer Information

    You can edit the details of any printer. The details include:
    • General printer information
    • Circulation desks and service units that are served by the printer
    To edit printer information:
    1. On the Printers page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General > Printers), in the Code column, click the printer code link, or select Actions > Edit from the row actions list for the specific printer record whose information you want to update. The Edit Printer page opens.
    2. Under Edit Printer, edit the general printer details as required.
    3. In the Served Circulation Desks List section, select a circulation desk that is served by the printer, and click Attach Circulation Desk. The selected circulation desk is added to the list of circulation desks that are served by the printer
      This section displays only when you are configuring a library (that is, you have selected a library in the You are configuring: drop-down list on the Fulfillment Configuration page – Fulfillment > Fulfillment Configuration > Configuration Menu).
    4. Repeat the previous step for all circulation desks that are served by the printer.
      To remove a circulation desk from the list of circulation desks that are served by the printer, click Remove to the right of the circulation desk.
    5. In the Served Service Units List section, select the service unit that is served by the printer, and click Attach Service Unit. The selected service unit is added to the list of service units that are served by the printer.
    6. Repeat the previous step for all service units that are served by the printer.
      To remove a service unit from the list of service units that are served by the printer, click Remove to the right of the service unit to be removed.
    7. Click Save to store your changes to the printer information.

    Configuring Article and Book Form Mandatory Fields

    To configure mandatory fields in article and book forms, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can designate specific fields as mandatory when configuring resource sharing requests. You can also group several fields together so that at least one of the fields is required to be completed when submitting resource sharing requests.
    Fields can be assigned as mandatory for requests made for an article and/or a book.
    The configured mandatory fields also appear as mandatory in the Primo resource sharing form, in reading list citation forms, and when cataloging brief records.
    You configure mandatory fields for resource sharing request forms on the ArticleFormMandatoryFields Mapping Table and BookFormMandatoryFields Mapping Table pages (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General, select Article Form Mandatory Fields or Book Form Mandatory Fields):
    Mapping Table Page – Mandatory Fields
    Ensure that you are within the context of the institution whose resource sharing library form mandatory fields you want to configure by selecting the required institution from the You are configuring filter on the Fulfillment Configuration page.
    The following actions can be performed on this page:
    To configure mandatory fields for resource sharing request forms:
    1. On the Mapping Table page for an article or a book (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General, select Article Form Mandatory Fields or Book Form Mandatory Fields), click Customize for the fields you want to be mandatory when configuring a resource sharing request.
    2. In the Restriction Type column, select Mandatory.
      To restore a field to its default value, click Restore.
    3. Click Save. The indicated fields display as mandatory on the relevant Resource Sharing Lending Request or Resource Sharing Borrowing Request page.
    To configure a group in which one field is mandatory:
    1. On the Mapping Table page for an article or a book (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > General, select Article Form Mandatory Fields or Book Form Mandatory Fields), click Customize for the fields you want to arrange into a group.
      Mapping Table Page – Configuring Groups
    2. In the Restriction Type column, select Group 1 (or another group). The indicated fields belong to the same group.
      To restore a field to its default value, click Restore.
    3. Click Save. At least one of the indicated fields must be configured on the relevant Resource Sharing Lending Request or Resource Sharing Borrowing Request page.
    Fields in groups are not labeled with a red asterisk (as regular mandatory fields are), but if at least one of the fields in a group is not assigned a value, an error message appears.