Page Comparison

AFN User Blocks (coord. with RS OST?)

High

3/31/2023

On hold, awaiting ExL

Estimated 9 months

• ExL put AFN blocks on their 2024 roadmap, we’ll wait for them to make the next move and then revisit this item.

• More info TBD

Harmonization of AFN Policies and Procedures

High

On Hold

Estimated 6 months

• Part of this on hold until AFN block case is finalized.

• Patrons may be charged for an item vs. being blocked.

Modification of On Hold Shelf letters

Medium

In progress

Modification of On Hold Shelf letter

AFN Billing (broad topic, might need to be redefined/split up into various smaller topics?)

Low/Medium

Not Started

• Point patrons in the right direction for who to talk with at each campus. Don’t know what else we can do with AFN billing unless we’re on the same system…

• Linked page on website for how to pay/improving each campus' communication to patrons.

• Stability for billing across campuses?

  • Do we each have a well running machine?

  • bringing billing “in house” and switch to something like PayPal…?

Maintenance of User Accounts

Medium

Not Started

• Possibly purging user records? See if we can standardize this in some way.

  • UCB purges at end of June. Expired accounts with no activity (2 years) and no fines/fees. have not purged any AFN accounts since two years hasn’t yet elapsed.

  • Do some testing to see if network users are removed (if removed at home campus).

  • purge date/expiration date on accounts.

Recall Policies (established at each campus and share info out, similar to communication/who to contact matrix)

Medium

Not Started

• Only the owning institution can recall the item. Not sure what’s there to agree on re: policies since it’s all on the owning institution. We can discuss a “best practices” but there’s not much to harmonize otherwise.

  • what’s the trend? what’s the practices?

  • make patrons aware of various policies from other campuses

AFN Analytics

Medium (RS OST currently working on this, F might be consulted as needed)

Not Started/On Hold

• Discussed 3/27/23. May be reviewed at a systemwide level. Holding on any action for the time being.

• AFN analytics will not be discussed by the Alma Annual Statistics Analytics Project Team. There’s still a RS subgroup that’s actively looking at AFN analytics. Link to RS project page here.

• (anonymization can/will cause problems for this)

Reading Rooms Library Use Only (LUO) AFN Materials (coord. with RS OST)

Low

Not Started

• “Medium” on the RS OST workplan.

• Testing to develop TOU for item policy regardless of user group

  • can TOU be copied to another sandbox and circulate an item for 4 hours?

• Reading rooms was in a “resolved issues”?

Cash limit block harmonization (established at each campus and share info out, similar to communication/who to contact matrix)

Low

Complete

UC AFN Consortia Blocks

Cash limit information already gathered here.

• From Consortia Block decision page:

  • It has been determined that cash limit block harmonization among the UCs is difficult at best and not actually pertinent to the potential use of AFN consortial blocks across the UCs. Each UC may continue with their own costs and place the block at the time an AFN bill is generated. The issue of potential harmonization decisions of cash limit blocks has been deferred to and is in the purview of the SILS Fulfillment OST.

• Survey each campus, share info.

Hold Notices Language Revision

Medium

1/31/2023

Complete

UC Library Directory

Medium

Complete

4 months

https://uc-sils.atlassian.net/wiki/spaces/FUL/pages/1909063718/Draft+Library+Fulfillment+Directory#TOP

Missing Or Invalid Data In Network User Records

Low

Completed

https://docs.google.com/document/d/1auQX0PjyIqzQX3Ff9BwohDzw-hplb3D3MD1n0suZcwM/edit

Handed from Phase 4

Update Webpages with AFN Fines and Fees Information

Medium

12/19/2022

Complete

Estimated 2 months

Standardize language that provides information to customers about paying AFN fines and fees.