Option to Share Operator Name Across the Fulfillment Network

Option to Share Operator Name Across the Fulfillment Network

See Best Practices for Decision Pages and Tags for groups
Legend: NOT STARTED IN PROGRESS STALLED DECIDED

Status

DECIDED

Description

To opt in to Option to Share Operator Name Across the Fulfillment Network

Decision summary

ExLibris Article Link

Institutions in a Fulfillment Network can now opt-in to share the name of their operators who have put items of another institution in transit. This improves transparency, and enables owning institutions more clarity on who at their partner institution is the last person to have handled items they own.

Note: This option is turned off by default.

The operator name displays in the following locations:

  • Resource Request Monitoring

  • General tab of the Physical Item Editor (right hand information pane)

  • History tab of the Physical Item Editor (for Item

F OST recommends that all locations opt in for the option to share operator name across the fulfillment network and will provide guidance to be followed by all locations.

Owning group

F OST

Approver

F OST in consultation with RS

Consulted

RS

Informed

Groups/individuals who need to know about this decision.

RS OST

Decision-making process

Fist of Five

asynchronous vote:

UC Berkeley 🖐️ / 5

UC Davis 🖐️ / 5

UC Irvine 🖐️ / 5

UC Los Angeles 🖐️ / 5

UC Merced 🖐️ / 5

UC Riverside 🖐️ / 5

UC Santa Barbara 🖐️ / 5

UC Santa Cruz 🖐️ / 5

UC San Diego🖐️/ 5

UC San Francisco /5

CDL 3

Priority

Low

Target decision date

Jun 30, 2025

Date decided

May 18, 2026

The date the Approver approves the decision.

Recommendation

F OST recommends that all locations opt in for the option to share operator name across the fulfillment network.

This setting can be enabled via the fulfillment_network_shared_operator_name parameter under Configuration Menu > Fulfillment > General > Other Settings.

Staff at each location should follow these guidelines:

  1. Do not reach out directly to operator.

  2. Each campus should reach out to main contact email in the Library Fulfillment Directory so they investigate further.

  3. Never share names or operator information with patrons.

Impact

Stakeholder group

Impact

Stakeholder group

Impact

F OST

Explain the significance of the decision to EACH stakeholder group. How will this decision impact this particular group? What will change? Do they need to take any action? If so, when?

RS OST

RS OST okay with reviewing/providing feedback on F OST decision page rather than participating directly in a subteam.

 

 

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Action/Point Person

Expected Completion Date

Notes

Status

Discuss with F-OST

June 2025

Plan outlined

Completed

RS OST Review

June 2025

 

Completed

Approve Decision Page

April 30, 2026

UCM representative on leave until early April. Need their Fist of Five vote.

Completed

Submit Request for change to be made at the NZ Level

Jul 1, 2026

Will send after notifying All Chairs and All Cohort via Slack.

Completed

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