FAQs

In order to configure an end of semester due date, you need to take the following steps.

1. Configure an event in your calendar
2. Create a due date fulfillment policy for that event
3. Add the due date fulfillment policy to a loan terms of use (TOU)
4. Use loan fulfillment unit rules to apply loan TOU as desired

Note: This configuration work should be done at the institution level, not the library level.

Configuring an Event In Your Calendar

1. Go to Configuration | Fulfillment | Library Management | Opening Hours

2. Click the Add Record link.  An Add Record window will open.

3.  Select "Event" from the Record Type dropdown, enter a name for the event in the Fixed Date Description field, enter your end of semester date in the Date field by clicking the calendar icon to the right of the field, and then click the Add and Close button. 

4. Click the Apply Changes link to run the Apply Calendar Changes job.  You will not be able to use the calendar event you've created until that job has finished running.

Creating a Due Date Fulfillment Policy

1. Go to Configuration | Fulfillment | Physical Fulfillment | Advanced Policy Configuration

2. Click the Add Fulfillment Policy link.  The Select Fulfillment Policy Type page will open.

3. Scroll down, click the button for Due Date, and then click the Next button.

4. Enter a name for the policy in the Policy Name field, make sure the Value Type field is set to "Fixed", select the calendar event you created in the Value dropdown, and then click the Save button.

Add the Due Date Fulfillment Policy to a Loan Terms of Use (TOU)

Once you've created a Due Date fulfillment policy for your end of semester calendar event, you'll need to add that Due Date policy to a Loan Terms of Use.  Instructions on configuring Terms of Use can be found here. 

Use Loan Fulfillment Unit Rules to Apply Loan Terms of Use (TOU)

Once you've added your end of semester Due Date fulfillment policy to a Loan Terms of Use, you'll need to write a Loan Fulfillment Unit Rule that applies that Loan Terms of Use to the desired location, material type, and/or user group.  Instructions for configuring Fulfillment Unit Rules can be found here.