...
Patron records have expiration dates, but also active / inactive values. We want to have clear documentation / expectations about how this functions and what we expect to happen for accounts that exist in one of the four states.
Use cases:
- Patron has lost a card or wants access temporarily suspended for some reason.
- Seasonal / temporary staff (who may come in through the bulk loader, or may be manually added)
- Operator login to the system should be disabled
Expiration Date |
Active / Inactive Status |
|---|
| Active Status | Inactive Status |
| In the Past (Account Expired) | This state should not happen. | - Patrons cannot check out an item (this is currently functioning, but not sure if it checks the inactive status, or simply the expired status)
- Patrons cannot renew an item
- Patrons cannot request a hold, page, or recall
- Should this state cause something to happen to existing holds, pages, recalls? Discussion with RA needed.
- Notices continue per normal policy.
- Open fines continue to be reported to the Bursar per library policy
- Account appears in Patron Purge function / is eligible to be purged
|
| In the Future / No Value (Account Not Expired) | Patron can get all services they are entitled to at the library, by patron group or other library policy. This is normal functioning for active library users. | - Patrons cannot check out an item.
- Patrons cannot renew an item (staff can override)
- Patrons cannot request a hold, page, or recall
- Should this state cause something to happen to existing holds, pages, recalls? Discussion with RA needed
- Notices continue per normal policy.
- Open fines continue to be reported to the Bursar per library policy.
- Account does not appear in Patron Purge function / is not eligible to be purged.
- Operator Login to FOLIO is disabled.
- Q: What information continues to be updated by bulk load? What information should NOT be updated on the record?
|
...