AFN Institution Zone Configurations The following Automated Fulfillment Network (AFN) configurations are set in each WRLC Institution Zone. Settings will look slightly different depending on whether the Institution Zone is both a lender and borrower in the WRLC AFN, or if they are only a borrower. The below configurations are clearly marked as to whether they apply to all CLS libraries, r to only the borrower + lender libraries (and not to borrower-only librariess). For a list of all partner profiles in the WRLC AFN, as well as their borrowing and lending preferences, see the  Consortial Partners in CLS/AFN page. For information on how to edit the CLS Request link in Primo, see the Display Logic Rules for the AFN/CLS Request Form in Primo page.   Resource Sharing Library Configuration > Configuring drop-down menu = [ choose your institution's Main Library ] > Fulfillment > Library Management > Library Details This configuration pertains to  Borrower + Lender Institutions Borrower Only Institutions   Your resource sharing library is the library where your temporary borrowing and lending locations are housed.  For the WRLC AFN, your institution's Main Library is the designated Resource Sharing Library. Resource Sharing Information section Is Resource Sharing Library = Yes Itemless = No Symbol = [ISO symbol] Borrowing Setup section Cancel request on locate failure = Yes Automatically activate locate profile = Yes Temporarily inactive for borrowing = No This can be switched to Yes for a specific period of time, for example if the Library is closed Default location = CLS Borrowing Library Default pickup location = [Institution's Library] Extend due date when renew requested = No Lending Setup section Please note that the Lending Setup portion of the Resource Sharing section is NOT used by the WRLC AFN. This is because our AFN handles all lending requests as regular hold requests within the owning Institution's IZ; they are NOT considered true lending requests by Alma. For more information, see the Alma Knowledgebase page Automated Fulfillment Network Requests (AFN) Similarly, the AFN follows the settings in each Institution's Locate Profile to find a matching item, NOT the settings in the Lending Setup section of the Library Details page. This is because our AFN handles all lending requests as regular hold requests within the owning Institution's IZ; they are NOT considered true lending requests by Alma. For more information, see the Alma Knowledgebase page Configuring Parameters of a Resource Sharing Library Temporary Resource Sharing Locations Configuration > Configuring drop-down menu = [ choose your institution's Main Library ] > Fulfillment > Locations > Physical Locations This configuration pertains to  Borrower + Lender Institutions Borrower Only Institutions   CLSBORR (CLS Borrowing Library location) Item records for AFN items borrowed from other libraries will be given the temporary borrowing location  CLSBORR. IZs that only borrow in the WRLC AFN will only have the CLSBORR location configured in their IZ. For a list of all partner profiles in the WRLC AFN, as well as their borrowing and lending preferences, see the  Consortial Partners in CLS/AFN page. CLSLEND (CLS Lending Library location) Although there is a location named CLSLEND , it is NOT used in the AFN workflow. Items lent out via AFN will have a status of  Loan , but will not be given a temporary location. Meanwhile, items lent out in either Peer 2 Peer or Rapido requests are given the  CLSLEND  temporary location.  For more information, see the Alma Knowledgebase page Configuring Physical Locations Temp Item Creation Rule Configuration > Configuring drop-down menu = [ choose your institution's Main Library ] > Fulfillment >Library Management > Temporary Item Creation Rules This configuration pertains to  Borrower + Lender Institutions   These are rules that dictate what location and item policy are given to temporary item records created by AFN requests. Rule Name = Temporary item rule Location = CLSBORR Item Policy = 4 week loan 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 Fulfillment Units Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units > Edit Fulfillment Unit > Fulfillment Unit Details tab This configuration pertains to  Borrower + Lender Institutions 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 , 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 of the Fulfillment units and Fulfillment Rules page of the WRLC Alma Wiki.   For more information, see the Alma Knowledgebase page Configuring Fulfillment Units Request Pickup Configuration Configuration > Fulfillment > Physical Fulfillment > Request Pickup Configuration This configuration pertains to  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 section of the AFN Institution Zone Configurations page on the WRLC Alma Wiki. 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. 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 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. 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. 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  Borrower + Lender Institutions 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 . These rules can be in any order, though both should always be above Lender of Last Resort rules configured in your IZ.  WRLC CLS Book Borrowing WRLC CLS Digitization * (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 on the WRLC Alma Wiki. WRLC CLS Book Borrowing Input Parameters Name - Requested Format  Operator - = Value - Physical Output Parameters Rota Templates - CLS-Physical 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) For more information, see the Alma Knowledgebase page Configuring Rota Assignment Rules Fulfillment Jobs Configuration Configuration > Fulfillment > General > Fulfillment Jobs Configuration This configuration pertains to  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 section of the 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 . Overdue and Lost Loan Profiles Configuration > Fulfillment > General > Overdue and Lost Loan Profiles This configuration pertains to  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 : 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.  Alma runs a daily job ( Loans - Overdue and Lost Item ) to process overdue and lost loans, which, according to the list of profiles, determines the loans for which warnings are sent and those that are defined as lost. The type of letter sent depends on the setting of the  switch_to_overdue_and_lost_loan_new_job  customer parameter. When this parameter is set to  true , the notification sent is the Ful Overdue and Lost Loan Notification Letter . In this case, a single notification is sent to each patron for all overdue items whose criteria match a particular profile, listing all of the overdue items in that profile.  For more information, see the Alma Knowledgebase page Configuring Overdue and Lost Loan Profiles page.