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Recommendation
Each campus can specify which UC patron information fields to share with each other. A patron’s local barcode and patron group are not included in this decision because they will already be shared as an out-of-the-box feature in Alma. This information is configured, and able to be changed in each campus IZ. Total harmonization between campuses is not necessary, but it is encouraged for as much as possible.
The following information will be reported to ExLibris via the Automated Fulfillment Network configuration form. They will configure these settings for the campuses. Campuses already on Alma should check their configuration settings to make sure the changes were made to their Alma.
Fields Available | Share (Yes or No) | Required in IZ | Notes |
|---|---|---|---|
First Name | Yes | ||
Middle Name | Yes | ||
Last Name | Yes | ||
Pin Number | No (Only UCI is using) | A four-digit number which serves as a password for the user to log on to the self-check machine (SIP2); see Configuring SIP2 Bin Configuration. Manually enter a number or select Generate to generate a PIN number. The PIN number is sent in the PIN Number Generation Letter. | |
Job Title | No (No campus is using) | Job Title you can assign a patron | |
Job Description | No (No campus is using) | A free text description of the user’s responsibilities. | |
Gender | No | ||
Preferred Language | No | ||
Birth Date | No | ||
Expiry Date | Yes | ||
Purge Date | Yes | ||
Email List | Yes | ||
Address List | Yes | ||
Phone List | Yes | ||
Preferred First Name | Yes | Required by UCs | |
Preferred Middle Name | Yes | Required by UCs | |
Preferred Last Name | Yes | Required by UCs |
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Action/Point Person | Expected Completion Date | Notes | Status | ||||||
|---|---|---|---|---|---|---|---|---|---|
Fulfillment and ILL FG |
| Group met to discuss data to potentially share between campuses.
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Fulfillment and ILL FG |
| FG votes and fills in AFN config form with the above information. |
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