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changes.mady.by.user (OLD ACCOUNT) Erin Nettifee

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This effectively makes the active/inactive state mirror expired/unexpired, until further development can be done.


UPDATE 3/3/2021 BY USER'S PO PATTY WANNINGER

I edited the notes below and they reflect how the Active/Inactive status is currently working. An Active user can be Inactivated via the UI whether or not they have an expiration date in the future or no expiration date. Inactivating a user through the UI does not affect the Expiration date.

Otherwise it is the Expiration date that makes a User "Inactive." To re-activate a user, you have to extend the Expiration date.


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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.

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Expiration Date
Active / Inactive Status
Active StatusInactive Status
In the Past (Account Expired)This state should not happen.Can't be active
  • Patrons cannot check out an item (this is currently functioning, but not sure if it checks the inactive status, or simply the expired status)item 
  • Patrons cannot renew an item
  • Patrons cannot request a hold, page, or recallShould 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?

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