Please note that this configuration is NOT viewable in the Institution Zone.
These relation configurations determine if items belonging to an institution can be checked out/in or delivered to other institutions. [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-6.PNG) - **From:** the institution whose fulfillment network behavior is configured - **To:** the institution(s) who participate in the fulfillment process; in the case of the WRLC, the value ***All*** signifies all Institution Zones in the WRLC NZ - **Circulate For** is checked; this specific institution can check out and check in items belonging to all of the other institutions - **Deliver To** is checked; this specific institution can send its own items to all of the other institutions for pick up. For more information, see the Alma Knowledgebase page [Configuring Pick Up Anywhere/Return Anywhere](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/160Configuring_Fulfillment_Networks#Configuring_Institutions_Relations) --- ### Resource Sharing Partners **Fulfillment > Resource Sharing > Partners** Partner profiles define the types of request and communication sent to a specific institution. The profile also defines the Locate Profile and the Workflow Profiles for an institution. For a list of all partner profiles in the WRLC AFN, as well as their borrowing and lending preferences, see the [Consortial Partners in CLS/AFN](https://alma.wrlc.org/books/fulfillment/page/consortial-partners-in-clsafn) page. **Typical Partner Profile for a Borrowing AND Lending WRLC Institution** [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-7.PNG) - **Profile Type** equals Fulfillment Network to signify the AFN - **Locate Profile** specifies the Locate Profile (how Alma searches their catalog for a matching item) that should be used for this institution. - **Supports Borrowing / Lending** is checkmarked for the WRLC Institutions that lend and borrow in the AFN - **Borrowing / Lending Workflow** specifies the Workflow Profile (actions that can be performed on the borrowing and lending request task lists for the defined partner) that is used for borrowing and/or lending in the AFN For a full list for all WRLC partners that both borrow and lend in the AFN, see the [Consortial Partners in CLS/AFN](https://alma.wrlc.org/books/fulfillment/page/consortial-partners-in-clsafn) page. **Typical Partner Profile for a Borrowing ONLY WRLC Institution** [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-8.PNG) - **Profile Type** equals Fulfillment Network to signify the AFN - **Locate Profile** specifies the Locate Profile (how Alma searches their catalog for a matching item) that should be used for this institution. - **Supports Borrowing** is checkmarked for the WRLC Institutions that ONLY borrow from other AFN partners (they do not lend their own materials to other partners) - **Borrowing Workflow** specifies the Workflow Profile (actions that can be performed on the borrowing and lending request task lists for the defined partner) that is used for borrowing in the AFN For a full list for all WRLC partners that only borrow in the AFN, see the [Consortial Partners in CLS/AFN](https://alma.wrlc.org/books/fulfillment/page/consortial-partners-in-clsafn) page.Borrowing only partners do not lend via CLS although they may lend via ILL requests and other methods.
For more information, see the Alma Knowledgebase page [Configuring a Resource Sharing Partner](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/005Managing_Resource_Sharing_Partners/Resource_Sharing_Partners#Configuring_a_Resource_Sharing_Partner) --- ### Rota Templates **Fulfillment > Resource Sharing > Rota Templates** A rota template specifies the list of partners that are queried to see if a particular borrowing request can be fulfilled. The rota template for the WRLC AFN (named **CLS-Physical**) only lists the institutions in the WRLC that lend items in the AFN (for a full list of lending institutions in the WRLC, see the [Consortial Partners in CLS/AFN](https://alma.wrlc.org/books/fulfillment/page/consortial-partners-in-clsafn) page); this rota is a ***non-ordered*** template, meaning requests are sent to partners in a random order. [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-15.PNG) [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-16.PNG) For more information, see the Alma Knowledgebase page [Configuring Rota Templates](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/005Managing_Resource_Sharing_Partners/Configuring_Rota_Templates) page. --- ### Rota Assignment Rules **Configuration > Fulfillment > Resource Sharing > Rota Assignment Rules > CLS Book Borrowing** Rota Assignments assigns rules to a specific Rota template. The rule assigned to the CLS-Physical rota template is that the request requires a physical format. **[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-2.PNG)** **[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/TDvafn-nz-3.PNG)** For more information, see the Alma Knowledgebase page [Configuring Rota Assignment Rules](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/060Resource_Sharing/010Basic_Resource_Sharing_Configurations#rules.rotaAssignment.rule_list_page) --- ### Fulfillment Unit **Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units** The Fulfillment Unit named **WRLC Fulfillment Network** (code ***WRLC\_FN***) sets the rules by which items circulate in the fulfillment network. This NZ-managed Fulfilment unit is applied to the each Institution's Fulfillment Unit for items requestable and loanable via the WRLC AFN. For more information on IZ Fulfillment Units, see the [AFN Insitution Zone Configurations - Fulfillment Units section](https://alma.wrlc.org/books/fulfillment/page/afn-institution-zone-configurations#bkmrk-fulfillment-units). **WRLC-FN Fulfillment Unit Details** - **On shelf Request Policy = Request for pickup anywhere regardless of availability** The above settings means all pickup locations that are allowed according to the Pickup Locations policy are available, regardless of whether the item is on the shelf **WRLC-FN Fulfillment Unit Rules** **Loan** rule type ##### WRLC Faculty Lending - - - IF the patron's profile has 1) a user group of *wrlc user*, and 2) a job category of *WRLC Faculty*, AND the item is a material type of Issue, Book, or Music Score, THEN the Terms of Use applied to the loan is [***WRLC Faculty Lending TOU***](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-wrlc-faculty-lending-1) [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-9.PNG) ##### WRLC FN Lending - - - IF the patron's profile has a user group of *wrlc user* AND the item has a material type of Issue, Book, or Music Score, THEN the Terms of Use applied to the loan is [***WRLC FN Lending TOU***](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-wrlc-fn-lending-1) [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-10.PNG) ##### WRLC Media Lending - - - IF the patron's profile has a user group of *wrlc user* AND the item has a material type of Other, Audio cassette, Audiobook, Blu-Ray, Blu-Ray And DVD, CD-ROM, Compact Disc, DAT (Digital Audio Tape), DVD, DVD-ROM, Video Disk, Video Recording, Video Recording (Other), or Video Cassette, THEN the Terms of Use applied to the loan is [***WRLC Media Lending TOU***](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-wrlc-media-lending-1) [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-11.PNG) **Request** rule type ##### WRLC FN Requesting - - - IF the patron's profile has a user group of *wrlc user* AND the item has a material type of Issue, Book, or Music Score, THEN the Terms of Use applied to the request is [***WRLC FN Requesting TOU***](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-wrlc-fn-requesting-1) [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-12.PNG) ##### WRLC Media Requesting - - - IF the patron's profile has a user group of *wrlc user* AND the item has a material type of Other, Audio cassette, Audiobook, Blu-Ray, Blu-Ray And DVD, CD-ROM, Compact Disc, DAT (Digital Audio Tape), DVD, DVD-ROM, Video Disk, Video Recording, Video Recording (Other), or Video Cassette, THEN the Terms of Use applied to the request is [***WRLC Media Requesting TOU*** ](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-wrlc-media-requestin-1) [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-13.PNG) ##### WRLC Limited Requesting - - - IF the patron's profile has a user group of *wrlc user* AND the item has a material type of Book, Bound Issue, Issue, or Microfilm, THEN the Terms of Use applied to the request is [***WRLC Limited Requesting TOU***](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-wrlc-limited-request-1) [](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-04/afn-nz-14.PNG) For more information, see the Alma Knowledgebase page [Configuring Fulfillment Units](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Fulfillment_Infrastructure/Configuring_Physical_Fulfillment#Configuring_Fulfillment_Units) --- ### Terms of Use **Configuration > Fulfillment > Physical Fulfillment > Terms of Use and Policies** Terms of Use refers to a list of policies that define the institutional services that will be provided or terminated. Terms of Use are assigned to specific Fulfillment Unit Rules. **WRLC-FN Terms of Use** Below are the Terms of Use owned by the Network Zone and affiliated with the WRLC-FN Fulfillment Unit **Loan TOUs** ##### WRLC Faculty Lending Terms for lending to Faculty in the CLS fulfillment network. This TOU is applied to the [***WRLC Faculty Lending Loan rule***](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-wrlc-faculty-lending).| ***Policy Type*** | ***Policy Name*** | ***Policy Description*** |
| Is Loanable | Loanable | Loanable |
| Is Recallable | Recall Allowed | Recall is possible |
| Due Date | CLS - Faculty | End-of-term loan for faculty |
| Requested Item Due Date | 14 day limit if request exists | Limit new loans to 14 days if another request on the same item |
| Recall Period | 14 Days Recall Period | 14 Days Recall Period |
| Renew Fee | No Renewal Fee | Default No Renewal Fee |
| Lost Item Fine | No Lost Item Fine | Default Lost Item fine - per RSAC 10/5/2022 |
| Lost Item Replacement Fee | CLS $110 replacement fee | Default replacement fee for WRLC-FN Lending TOU 8/20/2018 |
| Lost Item Replacement Fee Refund Ratio | 100 Percent Lost Item Refund | Default lost item replacement refund |
| Maximum Fine | CLS $25 maximum fine | Max fine for WRLC FN Lending TOU 8/20/2018 |
| Overdue Fine | CLS no overdue fine | Daily overdue fine removed 4/15/2019 |
| Recalled Overdue Fine | CLS $5/day recalled item fine | Overdue for recalled items for WRLC FN Lending TOU 8/20/2018 |
| Grace Period | CLS 39 day grace period. | Extension of grace period before Lost Item Fine |
| Is Renewable | Renewable | Is item renewable |
| Maximum Renewal Period | No Maximum Renew Period | Default Maximum Renewal Period |
| Closed Library Due Date Management | Move Due Time to Next Open Time | When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time |
| Cancelled Recall Due Date | Restore to original due date | This option will take the due date of the loan before the recall was done on the loan |
| Overdue Notification Fine Type 1 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 2 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 3 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 4 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 5 | No Overdue Fine | Default value - No Overdue Fine |
| Block When Overdue | No block when overdue | Do not create a block when overdue |
| Maximum Period for Overdue Block | No Maximum Block Period | No Maximum Block Period for Block When Overdue |
| Reloan Limit | No Reloan Limit | No Reloan Limit |
| Time frame when loan renewal is allowed | No limit | Do not limit the time in which renewal is allowed |
| ***Policy Type*** | ***Policy Name*** | ***Policy Description*** |
| Is Loanable | Loanable | Loanable |
| Is Recallable | Recall Allowed | Recall is possible |
| Due Date | 6 wk general loan | 6 week general loan |
| Requested Item Due Date | 14 day limit if request exists | Limit new loans to 14 days if another request on the same item |
| Recall Period | 14 Days Recall Period | 14 Days Recall Period |
| Renew Fee | No Renewal Fee | Default No Renewal Fee |
| Lost Item Fine | No Lost Item Fine | Default Lost Item fine - per RSAC 10/5/2022 |
| Lost Item Replacement Fee | CLS $110 replacement fee | Default replacement fee for WRLC-FN Lending TOU 8/20/2018 |
| Lost Item Replacement Fee Refund Ratio | 100 Percent Lost Item Refund | Default lost item replacement refund |
| Maximum Fine | CLS $25 maximum fine | Max fine for WRLC FN Lending TOU 8/20/2018 |
| Overdue Fine | CLS no overdue fine | Daily overdue fine removed 4/15/2019 |
| Recalled Overdue Fine | CLS $5/day recalled item fine | Overdue for recalled items for WRLC FN Lending TOU 8/20/2018 |
| Grace Period | CLS 39 day grace period. | Extension of grace period before Lost Item Fine |
| Is Renewable | Renewable | Is item renewable |
| Maximum Renewal Period | No Maximum Renew Period | Default Maximum Renewal Period |
| Closed Library Due Date Management | Move Due Time to Next Open Time | When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time |
| Cancelled Recall Due Date | Restore to original due date | This option will take the due date of the loan before the recall was done on the loan |
| Overdue Notification Fine Type 1 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 2 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 3 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 4 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 5 | No Overdue Fine | Default value - No Overdue Fine |
| Block When Overdue | No block when overdue | Do not create a block when overdue |
| Maximum Period for Overdue Block | No Maximum Block Period | No Maximum Block Period for Block When Overdue |
| Reloan Limit | No Reloan Limit | No Reloan Limit |
| Time frame when loan renewal is allowed | No limit | Do not limit the time in which renewal is allowed |
| ***Policy Type*** | ***Policy Name*** | ***Policy Description*** |
| Is Loanable | Loanable | Loanable |
| Is Recallable | No Recall | Default Recall is not possible |
| Due Date | 1 week media loan | 7 day loan period for WRLC media lending TOU |
| Requested Item Due Date | No Requested Due Date | Default value - No Requested Item Due Date |
| Recall Period | No Recall Due Date | Default Recall Due date - none |
| Renew Fee | No Renewal Fee | Default No Renewal Fee |
| Lost Item Fine | No Lost Item Fine | Default Lost Item fine - per RSAC 10/5/2022 |
| Lost Item Replacement Fee | CLS $110 replacement fee | Default replacement fee for WRLC-FN Lending TOU 8/20/2018 |
| Lost Item Replacement Fee Refund Ratio | 100 Percent Lost Item Refund | Default lost item replacement refund |
| Maximum Fine | CLS $25 maximum fine | Max fine for WRLC FN Lending TOU 8/20/2018 |
| Overdue Fine | CLS $5/day overdue media fine | Overdue fine for WRLC FN Media 8/20/2018 |
| Recalled Overdue Fine | No Recall Overdue Fine | Default Value for recalled overdue fine |
| Grace Period | No Grace | Default value for Grace |
| Is Renewable | Not Renewable | Item not renewable |
| Maximum Renewal Period | No Maximum Renew Period | Default Maximum Renewal Period |
| Closed Library Due Date Management | Move Due Time to Next Open Time | When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time |
| Cancelled Recall Due Date | Keep due date | No change to the due date |
| Overdue Notification Fine Type 1 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 2 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 3 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 4 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 5 | No Overdue Fine | Default value - No Overdue Fine |
| Block When Overdue | No block when overdue | Do not create a block when overdue |
| Maximum Period for Overdue Block | No Maximum Block Period | No Maximum Block Period for Block When Overdue |
| Reloan Limit | No Reloan Limit | No Reloan Limit |
| Time frame when loan renewal is allowed | No limit | Do not limit the time in which renewal is allowed |
| ***Policy Type*** | ***Policy Name*** | ***Policy Description*** |
| Is Requestable | Requestable | Requestable |
| Pickup Locations | Pickup At Any Institution | Pickup At Any Institution |
| Hold Shelf Period | 14 day Hold Shelf (Covid default) | Longer hold shelf time due to library restrictions. |
| Is Digitizable | Is Digitizable | Default value for Digitizable |
| Is Requestable for Physical Resource Sharing | Requestable for Physical Resource Sharing | Requestable for Physical Resource Sharing |
| Is Requestable for Digital Resource Sharing | Requestable for Digital Resource Sharing | Requestable for Digital Resource Sharing |
| Request Priority | Medium | Medium |
| On Shelf Request Policy | Use fulfillment unit definition | Use fulfillment unit definition |
| Personal Delivery | Personal Delivery - None | Do not deliver items at all |
| Personal Delivery Fee | Personal Delivery Fee - No Fee | Personal Delivery is not charged with a fee |
| Automatically convert to resource sharing | Do not convert to resource sharing | Do not convert to resource sharing |
| Digitization Fee per Digitization | No Fee | Digitization request is not charged with a fee |
| Digitization Fee per page | No Fee | Digitization request is not charged with a fee per page |
| ***Policy Type*** | ***Policy Name*** | ***Policy Description*** |
| Is Requestable | Requestable | Requestable |
| Pickup Locations | Pickup At Any Institution | Pickup At Any Institution |
| Hold Shelf Period | 7 day Hold Shelf | Default value for HoldShelfPeriod |
| Is Digitizable | Not Digitizable | Not Digitizable |
| Is Requestable for Physical Resource Sharing | Not requestable for Physical Resource Sharing | Not requestable for Physical Resource Sharing |
| Is Requestable for Digital Resource Sharing | Not requestable for Digital Resource Sharing | Not requestable for Digital Resource Sharing |
| Request Priority | Medium | Medium |
| On Shelf Request Policy | Use fulfillment unit definition | Use fulfillment unit definition |
| Personal Delivery | Personal Delivery - None | Do not deliver items at all |
| Personal Delivery Fee | Personal Delivery Fee - No Fee | Personal Delivery is not charged with a fee |
| Automatically convert to resource sharing | Do not convert to resource sharing | Do not convert to resource sharing |
| Digitization Fee per Digitization | No Fee | Digitization request is not charged with a fee |
| Digitization Fee per page | No Fee | Digitization request is not charged with a fee per page |
| ***Policy Type*** | ***Policy Name*** | ***Policy Description*** |
| Is Requestable | Not Requestable | Default value is not requestable |
| Pickup Locations | Pickup At Any Institution | Pickup At Any Institution |
| Hold Shelf Period | 10 day Hold Shelf | Default value for HoldShelfPeriod (per RSAC) |
| Is Digitizable | Is Digitizable | Default value for Digitizable |
| Is Requestable for Physical Resource Sharing | Not requestable for Physical Resource Sharing | Not requestable for Physical Resource Sharing |
| Is Requestable for Digital Resource Sharing | Requestable for Digital Resource Sharing | Requestable for Digital Resource Sharing |
| Request Priority | Medium | Medium |
| On Shelf Request Policy | Use fulfillment unit definition | Use fulfillment unit definition |
| Personal Delivery | Personal Delivery - None | Do not deliver items at all |
| Personal Delivery Fee | Personal Delivery Fee - No Fee | Personal Delivery is not charged with a fee |
| Automatically convert to resource sharing | Do not convert to resource sharing | Do not convert to resource sharing |
| Digitization Fee per Digitization | No Fee | Digitization request is not charged with a fee |
| Digitization Fee per page | No Fee | Digitization request is not charged with a fee per page |