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

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

4. 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.

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

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

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

8. 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.

9. 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”

10. 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”)

11. 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”

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

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

14. 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”

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

16. 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

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