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titleIN PROGRESS
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Status

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titleDecided

Scope

Test

Description

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

Decision

The following parameters will be used to set up the UCs Fulfillment Network in Alma during the Test phase of the project.

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

...

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

Due Date

90 Days

Grace Period

None

Recallable by patron

No

Renewable

Yes

Lost Item Fine

None

Lost Replacement Fee

Default to local item replacement fees

Maximum Renewal Period

360 Days

Recall Period

7 Days

Recalled Overdue Fine

None

Will consider $5/Day for Go-Live

Requested Item Due Date

7 Days

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

Hold Shelf Period

7 Days

Borrowing Block for Lost Item

Yes

Borrowing Block for Excessive Fees

Yes

Ex-Libris recommends adding the NETWORK patron group to the Patron Limits Table (Alma>Configuration>Fulfillment>Patron Configurations>Patron ) so that UC Network borrowers will be subject to the following borrowing limits when borrowing outside their home UC. While harmonized answers input in each IZ are possible, we recommend that these be a local decision since we favor leaving billing amounts up to each institution.

Areas in the Patron Limits Table (Alma>Configuration>Fulfillment>Patron Configurations>Patron Limits User Group NETWORK) to remain local decisions instead of being harmonized

Max Cash Amount

Local Decision

Max Overdue

Local Decision

Max Bookings

Local Decision

Max Overdue Recalls

Local Decision

Max Digitization Requests

Local Decision

Max Physical Item Requests

Local Decision

Background

ILL for UC patrons will become the UCs Fulfillment Network (technical, not official name) managed using ALMA. Non-UC ILL will continue to be conducted using VDX. There are several areas of possible harmonization between UC Libraries when configuring the UCFN. Although the harmonization is not necessary for the UCFN to function, we feel it is important to harmonize these areas to limit confusion of due dates/locations for the borrower.

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