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.
As of the approval of this decision page, the FG is working with Ex-Libris on which of the recommended paths forward for configuring lost, replacement, and overdue recall fees to default to local rules should be implemented. Since Ex-libris has identified several options to make this happen, the FG felt comfortable approving this decision page while those details are worked out https://3.basecamp.com/3765443/buckets/15553579/messages/3832319657
NZ Configuration Path: Configuration>Fulfillment> Terms of Use Policies
Consortium Fulfillment Network - Loan TOU
Consortium Fulfillment Network - Request TOU
NZ Borrowing Allowed
NZ Lending 90 days
Areas of Possible Harmonization (Only for UC items borrowed within the UCs Automated Fulfillment Network) | |||
|---|---|---|---|
TOU Parameter | Harmonized or Local Decision | TOU Setting | Notes |
Due Date | HARMONIZED | 90 Days | |
Grace Period | HARMONIZED | None | |
Recallable by patron | HARMONIZED | No | |
Renewable | HARMONIZED | Yes | |
Lost Item Fine | LOCAL DECISION | Default to local lost item fine, which for most is None | Currently working with Ex-Libris on how to best configure this to default to campus amount |
Lost Replacement Fee | LOCAL DECISION | 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 | HARMONIZED | 360 Days | |
Recall Period | HARMONIZED | 7 Days | Confirmed with Ex-Libris that this is 7 “open days” |
Recalled Overdue Fine | LOCAL DECISION | 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 | HARMONIZED | 7 Days | Due Date given to a patron with the item checked out, once another patron requests it from them. Confirmed with Ex-Libris that this is 7 “open days” |
Hold Shelf Period | HARMONIZED | 7 Days | Confirmed with Ex-Libris that this is 7 “open days” |
Borrowing Block for Lost Item | HARMONIZED | Yes | |
Borrowing Block for Excessive Fees | HARMONIZED | 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 | HARMONIZED | 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 | |
Ex-Libris uses the above harmonization areas to craft TOUs in the NZ, that are then pushed out to each IZ for Test Phase | TOUs/Tables Ex-Libris initially configures for the campuses: Consortium Fulfillment Network - Loan TOU Consortium Fulfillment Network - Request TOU Patron Limits Table | DONE | |
Fulfillment and ILL FG reviews and votes on approval of decision page | 6/17/2021 | As of 6/17/2021, Ex-libris is working to help the FG determine which configuration for the fines/fees limits will be best to implement the desired outcome: default to local fines/fees for lost, replacement, and recall overdues. Since there is a path forward, the FG voted to approve this decision page, so that the campuses could be informed of the areas of harmonization, while the FG continues to work with Ex-Libris on the best configuration to achieve the desired result regarding fines/fees. | DONE |
Fulfillment and ILL FG sends to PPC for approval, then sends to ICs, local teams, and ILL Ops | 6/18/2021 |