Hold Shelf Expiration for Resource Sharing Requests

1. Update Max. time on hold shelf. Done at the library-level.

• Configuration -> select a physical library from dropdown (top left) -> Fulfillment -> Library Management -> Circulation Desks
• From the Circulation Desks list select DEFAULT_CIRC_DESK (and / or any other circ desk in that list that has a hold shelf)
• Under Hold shelf information change Maximum time on hold shelf (Days) to match (or exceed) the number of days you wish to keep resource sharing items on hold for.
• SAVE
• Repeat for any library / circ desk with a hold and pickup location for RS library items. You do not edit this information in the Resource Sharing library itself.
• Note that this does not change the hold shelf period for anything with a lesser number of days on the request TOU

2. Add a new Hold shelf policy, if you don’t already have one. Done at the institution-level.

• Configuration -> Fulfillment -> Physical Fulfillment -> Advanced Policy Configuration
• From the Policy Type dropdown, select Hold Shelf Period. Note whether you have a policy that matches your intended output*. If yes, note the name of that policy and skip to step 3. If no, proceed…
• Add Fulfillment Policy -> Hold Shelf Period -> Next
• Policy Name: Resource Sharing holds
• Policy description: Extended hold shelf period for RS borrowing. Works in conjunction with rs_hold_shelf_expiration parameter.
• Value (in open days): [institutional choice]
• Default Policy: False
• SAVE

3. Update TOU. Done at the library-level.

• Configuration -> select your Resource Sharing Library from the dropdown -> Fulfillment -> Physical Fulfillment -> Fulfillment Units -> RES_FU
• Select the Fulfillment Unit Rules tab
• From the Rule Type dropdown, select Request
• Take note any policies that are enabled
• Without leaving the RS library config, go to Fulfillment -> Physical Fulfillment -> Terms of Use and Policies
• From the Terms of Use Type dropdown, select Request
• Navigate to the request TOU(s) you just noted
• For each, select (…) More actions -> Edit
• Change the Hold Shelf Period to: [Policy setup in step 2]
• Next -> SAVE
• Repeat for each of the Request TOUs listed in the Res_FU

4. Update relevant parameters in Other Settings. Done at the institution-level. This is a combination setting, please see Ex Libris documentation for detailed explanation of the possible outputs.

• Configuration -> Fulfillment -> General -> Other Settings
• Use (…) More actions -> Customize, if you need to edit the following values:
• Parameter Key -> ignore_lender_due_date, Value = false* . SAVE
• Parameter Key -> rs_hold_shelf_expiration, Value = circ_desk . SAVE

This setting is not applied retroactively. The new hold shelf period will apply to any (non-AFN) Resource Sharing library items received after this.