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Legend:
Status
titlenot started
Status
colourYellow
titleIN PROGRESS
Status
colourRed
titleSTALLED
Status
colourGreen
titledecided
Page Properties
label

Status

Status
colourGreen
titleDecided

Scope

Go-Live

Description

This decision page captures the areas of harmonization for the UCs Fulfillment Network. These parameters were used during the Vanguard and Test phases of the project.

Decision

The following harmonized parameters were used by Ex-Libris to set up the UCs Fulfillment Network in Alma during the Test phase of the project, and are approved for use for Go-Live. Further alteration of the TOUs, Consortium Fulfillment Network - Loan TOU and Consortium Fulfillment Network - Request TOU should not take place until a path forward mentioned below in blue is decided upon, since altering TOUs in an IZ with the owner NETWORK will cause them to detach from the NZ.

Owning group

Fulfillment and ILL FG SILS-FG-FULFILL-L@LISTSERV.UCOP.EDU

Approver

PPC

Stakeholders

R = Fulfillment and ILL FG
A = Fulfillment and ILL FG
C = UC Local FGs
I = PPC, ICs

Decision-making process

Fist of Five

Priority

High

Due date

...

Consortium Fulfillment Network - Loan TOU

Consortium Fulfillment Network - Request TOU

NZ Borrowing Allowed

NZ Lending 90 days

Areas of Possible Harmonization (Only for UC items borrowed within the UCs Automated Fulfillment Network)

TOU Parameter

Harmonized or Local Decision

TOU Setting

Notes

Due Date

Status
colourGreen
titleHarmonized

90 Days

Grace Period

Status
colourGreen
titleHarmonized

None

Recallable by patron

Status
colourGreen
titleHarmonized

No

Renewable

Status
colourGreen
titleHarmonized

Yes

Lost Item Fine

Status
colourBlue
titleLocal Decision

Default to local lost item fine, which for most is None

Currently working with Ex-Libris on how to best configure this to default to campus amount

Lost Replacement Fee

Status
colourBlue
titleLocal Decision

Default to local item replacement fees

Currently working with Ex-Libris on how to best configure this to default to campus amount

Maximum Renewal Period

Status
colourGreen
titleHarmonized

360 Days

Recall Period

Status
colourGreen
titleHarmonized

7 Days

Confirmed with Ex-Libris that this is 7 “open days”

Recalled Overdue Fine

Status
colourBlue
titleLocal Decision

Default to Local recall fines

Currently working with Ex-Libris on how to best configure this to default to campus amount

Requested Item Due Date

Status
colourGreen
titleHarmonized

7 Days

Due Date given to a patron with the item checked out, once another patron requests it from them.

Confirmed with Ex-Libris that this is 7 “open days”

Hold Shelf Period

Status
colourGreen
titleHarmonized

7 Days

Confirmed with Ex-Libris that this is 7 “open days”

Borrowing Block for Lost Item

Status
colourGreen
titleHarmonized

Yes

Borrowing Block for Excessive Fees

Status
colourGreen
titleHarmonized

Yes

If a borrower accrues excessive fees at their home institution, they will be blocked from AFN services until they clear their fees.

AFN Overdue Block Overridable

Status
colourGreen
titleHarmonized

No

...