Sahra: Transit slips/notes on account for patrons who have fines or fees. haven’t talked about what we should do? could we have a conversation about what the best practices are? We’ll get a paging slip for a patron that owes money, so they likely won’t be able to loan it. At the same time we don’t want to not send the item because they might clear their account up. What’s the best route?
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Request can be canceled from the patron’s home institution and it will stop all forward movement.
→ Sahra will add a new cancelation reason on her end and do some testing with Ross.
10/9
Sahra added cancelation reason on UCR sandbox and we tested for requests placed by me which were canceled on her end. Because no emails are send within the sandbox we don’t know if I would have been notified -OR- if the request was pushed to the next campus in line.
next steps: add another member (Ingred) and continue to test, but this time in the live environment. We’ll be able to test emails that are (or aren’t sent) and test if canceling the request pushes it to another campus.
Depending on those results, we’ll have to make a determination on if there’s a better process for cancelling a request so it wouldn’t be pushed to another campus (e.g. contacting patron’s home institution and asking for it to be cancelled at the source).
10/17
Testing between UCM, UCI and UCR.
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do we want to implement the new cancellation reason and notify each borrower’s home institution whenever a fine/fee/bill is found on paging slip? (if editing a new cancellation reason isn’t possible, we can use a generic “cannot be fulfilled” reason with a note for the fine/fee/bill; however, that wouldn’t allow us to capture as accurate of statistics).
-OR- leave as-is and patron finds out they have a fine/fee/bill after the item arrives (and can’t check it out)?
-OR- lending institution cancels request because of fines/fees/fills and it continues along the rota for another campus to fulfill…
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