How do I configure a Fulfillment Policy?
Answer
Fulfillment Policies determine how items can be requested and loaned and how those requests and loans behave once they're created. Fulfillment Policies are grouped into Terms of Use, which are applied by Fulfillment Unit Rules. In order to configure Fulfillment Policies, you will need the Fulfillment Administrator role.
Fulfillment Policies can be configured at both the institution and library level. It is possible to create conflicting Fulfillment Policies if you're configuring them at both levels, so you should always configure Fulfillment Policies at the institution level.
Note: Fulfillment Policies should not be confused with Item Policies. Fo more information on Item Policies, please see https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/050Physical_Fulfillment#Configuring_Item_Policies
To create a Fulfillment Policy, take the following steps.
1. Go to Configuration | Fulfillment | Physical Fulfillment | Advanced Policy Configuration.
2. Click the Add Fulfillment Policy link.
3. Select the type of policy you would like to create and then click the Next button.
4. Enter a Policy Name and Policy Description, select a Value (your options will vary depending on the type of policy you're creating), and then click the Save button.
