How to configure a blocked loan to be overridable Yoel Kortick Senior Librarian

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Introduction Background: Example before making the blocked loan overridable Making the blocked loan overridable Agenda

Introduction When the staff user tries to loan an item to a patron, and the item is “not loanable”, the resulting window will state “Loan Blocked” It is possible to configure that the block is overridable In this way the item may be loaned even though it is defined as not loanable We will now show how to do this.

Introduction Background: Example before making the blocked loan overridable Making the blocked loan overridable Agenda

Background: Example before making the blocked loan overridable Record “Melvil Dewey visits Ramat Aviv Gimmel” includes item barcode 000236327520000951 in location “Ramat Aviv Gimmel Collection”

Background: Example before making the blocked loan overridable The location “Ramat Aviv Gimmel Collection” is part of the Fulfillment Unit “Non Circulating Materials”

Background: Example before making the blocked loan overridable The Fulfillment Unit “Non Circulating Materials” contains no rules for loans, and therefore the “Default loan rule” is being used.

Background: Example before making the blocked loan overridable The Default Loan Rule for the Fulfillment Unit “Non Circulating Materials” uses Terms of Use “not loanable”

Background: Example before making the blocked loan overridable The Terms of Use “not loanable” defines that the item may not be loaned (it uses policy “Not For Loan”)

Background: Example before making the blocked loan overridable The policy “Not For Loan” is defined as the item not being able to be loaned If it were loanable it would have value “True”

Background: Example before making the blocked loan overridable Therefore if we try to loan item barcode 000236327520000951 to anyone we get this: Note that there is no option to override the block on the loan

Introduction Background: Example before making the blocked loan overridable Making the blocked loan overridable Agenda

Making the blocked loan overridable We will now make the blocked loan be overridable Via “Alma Menu> Fulfillment > Fulfillment configuration > Configuration menu > physical fulfillment “ we will select “Block Preferences”

Making the blocked loan overridable For “Item is not loanable” instead of “Block” We will choose “Override by All”

Making the blocked loan overridable Now when we try to make the same loan as previously we get an option to override: Previously when trying to make the loan it did not state “Overridable” and there was no “Override” button

Making the blocked loan overridable After clicking “override” the loan is made