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Legend: NOT STARTED IN PROGRESS STALLED DECIDED

Status

DECIDED

Scope

Go-Live

Description

This decision page captures the areas of harmonization for the UCs Fulfillment Network. These parameters were used during the Vanguard phase of the project.

Decision

The following parameters will be used to set up the UCs Fulfillment Network in Alma during the Test phase of the project.

Owning group

Fulfillment and ILL FG SILS-FG-FULFILL-L@LISTSERV.UCOP.EDU

Approver

PPC

Stakeholders

R = Fulfillment and ILL FG
A = Fulfillment and ILL FG
C = UC Local FGs
I = PPC, ICs

Decision-making process

Fist of Five

Priority

High

Due date

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.

NZ Configuration Path: Configuration>Fulfillment> Terms of Use Policies

Consortium Fulfillment Network - Loan TOU

NZ Borrowing Allowed

NZ Lending 90 days

Areas of Possible Harmonization (Only for UC items borrowed within the UCs Automated Fulfillment Network)

Due Date

90 Days

Grace Period

None

Recallable by patron

No

Renewable

Yes

Lost Item Fine

None

Currently working with Ex-Libris on how to best configure this to default to campus amount

Lost Replacement Fee

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

360 Days

Recall Period

7 Days

Recalled Overdue Fine

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

7 Days

Due Date given to a patron with the item checked out, once another patron requests it from them.

Hold Shelf Period

7 Days

Borrowing Block for Lost Item

Yes

Borrowing Block for Excessive Fees

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

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

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