Legend: NOT STARTED IN PROGRESS STALLED DECIDED
Recommendation
The recommendation for Go-Live is to use the following settings when configuring the UCs Fulfillment Network. These settings will not apply to non-UC ILL. These settings were arrived at by reviewing current UC loan periods. We feel that a 90 day renewable due date capped at 360 days would best meet the needs of all the campuses, and satisfy UC borrowers used to a one year due date for ILL items. Additionally, the group felt that 90 days was a good starting point in case amendments need to be made in the future. It would be more difficult to consider a decrease in the due dates for our UC patrons at a later time. We also recommend that these parameters be reviewed a year post go-live, and amended as needed.
NZ Configuration Path: Configuration>Fulfillment> Terms of Use Policies
Consortium Fulfillment Network - Loan TOU
NZ Borrowing Allowed
NZ Lending 90 days
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 | Currently working with Ex-Libris on how to best configure this to default to campus amount |
Lost Replacement Fee | 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 | 360 Days | |
Recall Period | 7 Days | |
Recalled Overdue Fine | 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 | 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 | 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 | No | |
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.
Dependencies
When do fines occur? Returned at the owning institution, or the institution handling the loan?
Fines are managed by the owning institution.
Will automatic blocks move over to Network Zone or not?
When patron’s exceed their local fine limits, they will be auto blocked from using the AFN until they clear their fees. Local 04(ILL) and 05(loan, renew, ILL) manually placed on users accounts still allows AFN requests to be placed, but they block in-person borrowing.
Basecamp Ticket Regarding NZ vs. IZ TOU configuration: https://3.basecamp.com/3765443/buckets/15553579/messages/3832319657
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
|---|---|---|---|
Fulfillment and ILL FG | Decision page created to capture possible areas of harmonization for the UC Fulfillment Network based upon the harmonized settings used for Vanguard and Test | DONE |