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    Viewing Fulfillment Configuration Information

    To view fulfillment configuration information, you must have one of the following roles:
    • Fulfillment Services Manager
    • Fulfillment Administrator
    • General System Administrator
    • User Manager
    • Circulation Desk Operator
    • Circulation Desk Manager
    Additionally, you can contact Ex Libris Support to enable the following roles to access this functionality:
    • Circulation Desk Operator Limited
    • Fulfillment Services Operator
    You can view fulfillment configuration information for a specific item. The Fulfillment Configuration Utility displays the information that would take effect if a specified item were loaned to a specified patron, as follows:
    • The Fulfillment Unit Name, Fulfillment Unit Rule, and Terms of Use associated with the item.
    • The due date calculated by the system if the specified item would be loaned to the indicated patron.
    • The overdue fine for an item returned after its due date.
    You can also access this information when viewing a patron's loan information on the Patron Services page, by selecting Actions > View Policies for a loan (see Loaning Items).
    For more information about the fulfillment configuration utility, see the Fulfillment Configuration Utility video (4:49 mins).
    To view fulfillment configuration information:
    Fulfillment Configuration Utility Page – Terms of Use
    1. On the Fulfillment Configuration Utility page (Fulfillment > Advanced Tools > Fulfillment Configuration Utility), search for a patron in the Patron identifier field. After selecting a patron, the patron’s ID appears in this field.
      Fulfillment Configuration Utility Page
      If accessing this utility from a patron's loan list, the borrower's ID appears in the Patron identifier field, and the item's due date displays next to Due date if the item would be loaned now in the list above the Terms of Use Details section.
    2. In the Item barcode field, search for an item. After selecting an item, the item's barcode displays in this field.
    3. Click OK. The due date for the specified item and patron appears next to Due date if the item would be loaned now, and the Terms of Use for the item and patron appears on the bottom of the page.
    4. In the Optional Return Date field, enter a date and time to return the item and click Calculate Overdue Fine. The Overdue fine for given return date appears, indicating the fine that would be accrued if the item were returned on the indicated date and time.
      Fulfillment Configuration Utility Page – Overdue Fine for Given Return Date
    5. Optionally, you can perform the following actions for the item:
      • Click the link next to Fulfillment Unit Name to view and edit the item's fulfillment unit.
      • Click the link next to Fulfillment Unit Rule to view and edit the item's fulfillment unit rule.
      • Click the link next to Terms of Use Name to view and edit the item's Terms of Use.
    The Fulfillment Configuration Utility (Fulfillment > Advanced Tools > Fulfillment Configuration Utility) displays a loan's due date based on the fulfillment policy and does not take into account any potential overriding factors, such as the patron's expiration date. During the actual due date calculation, if the patron’s expiration date is earlier than the due date indicated by the fulfillment configuration policy, the item’s due date follows the patron’s expiration date. For example, if the fulfillment configuration policy indicates that an item is due in 6 weeks, but the patron’s expiration date is in 4 weeks, the item must be returned in 4 weeks.
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