Please note that the length of loans are dictated by TOUs and fulfillment units, NOT the item policy assigned to CLS items
For more information, see the Alma Knowledgebase page [Configuring Temporary Item Creation Rules](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/060Resource_Sharing/020Advanced_Resource_Sharing_Configurations#Configuring_Temporary_Item_Creation_Rules) --- ### Fulfillment Units **Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units > Edit Fulfillment Unit > Fulfillment Unit Details tab** This configuration pertains to - [x] Borrower + Lender Institutions - [x] Borrower Only Institutions Fulfillment Units are one or more physical locations in an institution that follow the same fulfillment policies. Similarly, the Network Zone has a [fulfillment unit for WRLC's AFN](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-fulfillment-unit), that dictates the rules by which items circulate in the fulfillment network. For information on how to apply the NZ Fulfillment rules for AFN requests to IZ-only Fulfilment Units, please see the [Network Fulfillment Units (Consortial Environments) section](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/fulfillment-units-and-fulfillment-rules#bkmrk-network-fulfillment-) of the [Fulfillment units and Fulfillment Rules page](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/fulfillment-units-and-fulfillment-rules) of the WRLC Alma Wiki. For more information, see the Alma Knowledgebase page [Configuring Fulfillment Units](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Fulfillment_Infrastructure/Configuring_Physical_Fulfillment#Configuring_Fulfillment_Units) --- ### Request Pickup Configuration **Configuration > Fulfillment > Physical Fulfillment > Request Pickup Configuration** This configuration pertains to - [x] Borrower + Lender Institutions The following 2-3 request pickup rules are configured for each Institution Zone that *lends* their library's items in the CLS/AFN. These rules control how and when both AFN and SCF requests expire. The first request rule should always be *WRLC SCF Requests*, followed by *WRLC AFN/CLS Requests*. The third request rule, *General Request Pickup Rule*, is configured if there are no other request pickup rules used by the Institution Zone. When the item's expiration time arrives, the *Requests - Handle Expiration Step job* cancels the requests. For more information, please see the [Fulfillment Jobs Configuration](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/afn-institution-zone-configurations#bkmrk-fulfillment-jobs-con) section of the [AFN Institution Zone Configurations](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/afn-institution-zone-configurations "AFN Institution Zone Configurations") page on the WRLC Alma Wiki. [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-11/screenshot-2025-11-04-114036.png) ##### WRLC SCF Requests pickup rule When a request is made for an item in the Shared Collections Facility, two copies of that request are created in WRLC's network; the original request in the owning Institution's IZ, and a second copy of the request in the SCF IZ. This rule ensures that both copies have the same expiration date. [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-11/screenshot-2025-11-04-114427.png) - Input Parameters - Name - Location - Operator - In List - Value - ALL Remote Storage locations configured in the IZ - Output Parameters - Consider as missing when expired - Never - Expiry time for 'Pick From Shelf' (in days) - 95\* - Show in 'Pick From Shelf' list - False - Calculate expiry time in open days - No \*This number is to match the expiry time automatically given by the SCF Remote Storage app when requests are copied from the owning Institution Zone to the Shared Collections Facility Institution Zone. For more information about the Remote Storage Applications, please see the [Remote Storage App chapter](https://alma-documentation-bookstack.azurewebsites.net/books/shared-collections-facility-scf-institution-zone/chapter/remote-storage-app) in the WRLC Alma Wiki. ##### WRLC AFN/CLS Requests pickup rule This rule ensures that each CLS/AFN request is given 5 days to be filled before the request is marked as expired by Alma. [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-11/screenshot-2025-11-04-114958.png) - Input Parameters - Name - User Group - Operator - '=' - Value - wrlc user - Output Parameters - Consider as missing when expired - Never - Expiry time for 'Pick From Shelf' (in days) - 5 - Show in 'Pick From Shelf' list - True - Calculate expiry time in open days - Yes ##### General Request Pickup Rule This third request rule is *only* configured IF there are no other request pickup rules active in the Institution Zone. This rule is primarily used to prevent Alma's out-of-the-box configurations (7 day expiry, mark as missing when expired) being applied to all requests. [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-11/screenshot-2025-11-04-115141.png) - Input Parameters - Name - Request Type - Operator - In List - Value - Boking, Library physical digitization, Move permanently, Move temporarily, Patron digitization request, Patron physical item request, Resource sharing digital shipment, Resource sharing physical shipment, Restore item, Staff digitization request, Work order request - Output Parameters - Consider as missing when expired - Never - Expiry time for 'Pick From Shelf' (in days) - 99 - Show in 'Pick From Shelf' list - True - Calculate expiry time in open days - Yes --- ### Rota Assignment Rules **Configuration > Fulfillment > Resource Sharing > Rota Assignment Rules** This configuration pertains to - [x] Borrower + Lender Institutions - [x] Borrower Only Institutions Rota Assignment Rules assign Rota Templates to specific requests, based on specified criteria. There are two WRLC Rota Assignment Rules configured in each Institution Zone in our consortium. These rules use the [Rota Templates configured in the WRLC Network Zone](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/afn-network-zone-configurations#bkmrk-rota-templates). These rules can be in any order, though both should always be above Lender of Last Resort rules configured in your IZ. 1. [WRLC CLS Book Borrowing](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/afn-institution-zone-configurations#bkmrk-wrlc-cls-book-borrow-1) 2. [WRLC CLS Digitization](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/afn-institution-zone-configurations#bkmrk-wrlc-cls-digitizatio) \* *(please note that, although this Rota Assignment Rule is active, the NZ Rota Template it uses is currently inactive)*The priority of Institution rules versus Network rules is determined by the *network\_rota\_assignment\_rules\_precedence* setting found in Configuration > Fulfillment > General > Other Settings. The default setting for WRLC is *FALSE* (IZ rules take precedent over NZ rules). For a full list of all recommended *Other Settings* configurations for a WRLC Institution Zone, please see the I[nstitution Zone Configuration page](https://alma-documentation-bookstack.azurewebsites.net/books/configuration/page/institution-zone-configuration) on the WRLC Alma Wiki.
[](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-12/screenshot-2025-12-16-150712.png) ##### WRLC CLS Book Borrowing - - Input Parameters - Name - Requested Format - Operator - = - Value - Physical - Output Parameters - Rota Templates - CLS-Physical [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-12/screenshot-2025-12-16-150733.png) ##### WRLC CLS Digitization - Input Parameters - Name - Requested Format - Operator - In List - Value - Digital - Output Parameters - Rota Templates - CLS-Digital \* (this NZ-managed Rota Template is currently inactive) [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-12/screenshot-2025-12-16-150752.png) For more information, see the Alma Knowledgebase page [Configuring Rota Assignment Rules](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/060Resource_Sharing/010Basic_Resource_Sharing_Configurations#Configuring_Rota_Assignment_Rules) --- ### Fulfillment Jobs Configuration **Configuration > Fulfillment > General > Fulfillment Jobs Configuration** - [x] This configuration pertains to - [x] Borrower + Lender Institutions Below are the Fulfillment jobs that **must** be active for libraries that lend their library's items in the CLS/AFN. ##### Requests - Handle Expiration Job This job should be active only for libraries that *lend* their library's items in the CLS/AFN. The job cancels requests when the expiration date for a request has passed AND the status of the request is one of the following : - Pick from shelf - Communicated to Remote Storage Expiration dates are configured according to an Institution's Request Pickup Rules. For more information on how these should be configured for the AFN, please see the [Request Pickup Configuration](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/afn-institution-zone-configurations#bkmrk-request-pickup-confi) section of the [AFN Institution Zone Configurations](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/afn-institution-zone-configurations "AFN Institution Zone Configurations") page on the WRLC Alma Wiki. ##### Loans - Overdue and Lost Item This job should be active for libraries that *lend* their library's items in the CLS/AFN. The job both notifies patrons about overdue loans, and changes a loan's status to Lost; the parameters for each of these actions is dictated by the configuration of your Institution Zones Overdue and Lost Loan profiles. For more information about these in relation to CLS, please see the Overdue and Lost Loan Profiles section of the WRLC Alma Wiki. For more information, see the Alma Knowledgebase page [Configuring Fulfillment Jobs](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/080General/Configuring_Fulfillment_Jobs). --- ### Overdue and Lost Loan Profiles **Configuration > Fulfillment > General > Overdue and Lost Loan Profiles** - [x] This configuration pertains to - [x] Borrower + Lender Institutions The overdue and lost loan profiles monitor long overdue loans and turn them into lost loans when applicable. The profiles send reminders to the patron as well as create fees and user blocks. Lost fees charged to a patron account are determined by the items Terms of Use. For libraries that *lend* their library's items in the CLS/AFN both lend and borrow, there should be at least one **Change to Lost** profile that includes the User Group '*wrlc user*'. This profile ensures that any WRLC patrons with overdue items from your institution will be sent an email notifying them that their item is overdue by 40 days and has now been changed to a Lost status. This change in status marks the item as Lost, and adds a $110 replacement fee to their account (as configured in the AFN's Terms of Use). Below is an example configuration, along with recommended configurations : [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2026-02/screenshot-2026-02-26-110448.png) **Active** : Checked **Profile Type** : Change to Lost **Days after due date** : 39 Notices will be send the following day (on the 40th day) **Days** : Checked (do not check 'Open Days') **User Group** : *wrlc user*Please note that if any of the settings above are left blank, the field will apply to all in the category. For example, if the User Group field is left blank, this profile will be applied to all user groups in your Institution Zone.