(Test) UC Network Patron Linked Account Shared Fields

Legend: not started IN PROGRESS STALLED decided

Status	decided
Scope	Test
Description	Each campus can specify which UC patron information fields to share with each other. This information is configured in each campus IZ. Total harmonization between campuses is not necessary, but it is encouraged.
Decision	The UC patron data information listed below with a “Yes” will be shared between campuses when staff view UC patron accounts.
Owning group	Fulfillment and ILL SILS-FG-FULFILL-L@LISTSERV.UCOP.EDU
Approver	PPC
Stakeholders	R = Fulfillment and ILL A = Fulfillment and ILL C = Local FGs I = PPC, ICs
Decision-making process	Fist of Five
Priority	High
Due date	Jan 21, 2021

Recommendation

Each campus can specify which UC patron information fields to share with each other. A patron’s local barcode and patron group are not included in this decision because they will already be shared as an out-of-the-box feature in Alma. This information is configured, and able to be changed in each campus IZ. Total harmonization between campuses is not necessary, but it is encouraged for as much as possible.

The following information will be reported to ExLibris via the Automated Fulfillment Network configuration form. They will configure these settings for the campuses. Campuses already on Alma should check their configuration settings to make sure the changes were made to their Alma.

Fields Available	Share (Yes or No)	Required in IZ	Notes

Fields Available	Share (Yes or No)	Notes
First Name	Yes
Middle Name	Yes
Last Name	Yes
Pin Number	No (Only UCI is using)	A four-digit number which serves as a password for the user to log on to the self-check machine (SIP2); see Configuring SIP2 Bin Configuration. Manually enter a number or select Generate to generate a PIN number. The PIN number is sent in the PIN Number Generation Letter.
Job Title	No (No campus is using)	Job Title you can assign a patron
Job Description	No (No campus is using)	A free text description of the user’s responsibilities.
Gender	No
Preferred Language	No
Birth Date	No
Expiry Date	Yes
Purge Date	Yes
Email List	Yes
Address List	Yes
Phone List	Yes
Preferred First Name	Yes	Required by UCs
Preferred Middle Name	Yes	Required by UCs
Preferred Last Name	Yes	Required by UCs

Action Log

Action/Point Person	Expected Completion Date	Notes	Status

Action/Point Person

Expected Completion Date

Notes

Status

Fulfillment and ILL FG

Jan 14, 2021

Group met to discuss data to potentially share between campuses.

FG members will discuss with their local groups ahead of vote on 1/21/2021

Done

Fulfillment and ILL FG

Jan 21, 2021

FG votes and fills in AFN config form with the above information.

Done