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Legend: NOT STARTED IN PROGRESS STALLED DECIDED

Status

IN PROGRESS

Scope

Go-Live

Description

Decision

Owning group

Fulfillment & ILL FG (SILS-FG-FULFILL-L@LISTSERV.UCOP.EDU)

Approver

Stakeholders

R = Fulfillment & ILL FG
A = Fulfillment & ILL FG
C =
I = Fulfillment & ILL FG, Local Teams

Decision-making process

Priority

Due date

Recommendation

Patron Issue

Resolution

Notes

Patrons who don’t show up in the Fulfillment Network

Expired patrons

Patron’s account is blocked because of issues with their home institution account

Background

Dependencies

  • Our testing showed that patrons cannot be automatically blocked from using the AFN to request ILLs if they exceed fine limits at other UCs. They can only be blocked from using the AFN to request ILLs if they exceed fine limits at their home institution. This is OK to us because it’s likely that if someone is willing to be delinquent with their materials borrowed from other UCs, they are likely delinquent to the point of blocking at their own institution, and would be blocked. Technically, the patron would still be able to travel to the other UC, and continue checking out materials in-person unless they had managed to get themselves blocked at the other UC by reaching their local fines limits with their in-person loans there or being manually blocked, but we feel that the possibility of this happening will be very low, since most patrons will prefer to have items delivered to their home campus.

Questions to consider

  • If a patron account is expired and they call their home library and get the issue resolved, how quickly does that update in the network for us to pull up at our desk? Has this been tested yet? 

  • How long does it take for a patron’s block to be removed from their Network account, once their account issue is resolved at their home institution?

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

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