Updating fixed due dates in Alma
- Erin Nettifee
Fixed due dates on loan terms of use need to be updated periodically.
Staff get due dates at the end of the summer; the end of the fall, and the end of the spring for standard loans
Science and Research staff get due dates at the end of the summer, the end of the fall, and the end of the spring for standard loans
Faculty and graduate students get due dates at the end of the academic year
We have two fixed due date advanced policies that can be found in Configuration > Fulfillment > Advanced Policy Configuration
End of term - this switches from end of summer to end of fall to end of spring, lather, rinse, repeat
End of academic year - this switches yearly
So the process for this is
Get the relevant subject experts to agree on the new dates, then:
Create the new fixed date as an event in Alma’s calendar;
Update the advanced policies so that the value of the advanced policy uses the new event
Verify the change took effect with the fulfillment configuration utility
Add the new calendar event
Go to Fulfillment and make sure the Configuring menu is set to the institution level.
Go to Fulfillment > Library Management > Opening hours.
Add the record as a record type of “Event”. Make sure to run the calendar update job afterwards.
Alma doc: Configuring Institution/Library Open Hours
Update the advanced policy
Go to Fulfillment and make sure the Configuring menu is set to the institution level.
Go to Fulfillment > Physical Fulfillment > Advanced policy configuration
Find the due date and click More Actions > Edit to change the value. Make sure to save your changes.
Verify the change took effect with the fulfillment configuration utility
Note that you need a circulation operator or fulfillment operator role to test this.
Go to Fulfillment > Advanced Tools - Loans > Fulfillment Configuration Utility
Use a sample patron and sample standard loan item to test and see what loan date is returned.