(Test) Harmonization of Loan Periods and Blocks in the UCs Automated Fulfillment Network

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Recommendation

The recommendation for Test Phase and potentially 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.

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.

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

Will local recall fees override the network setting?

When do fines occur? Returned at the owning institution, or the institution handling the loan?

Will automatic blocks move over to Network Zone or not?

Action Log