You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 5
Next »
--DRAFT for UM SIG--
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.
Expiration Date |
Active / Inactive Status |
|---|
| Active Status | Inactive Status |
| In the Past (Account Expired) | This state should not happen. | - 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 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.
- Q: What information continues to be updated by bulk load? What information should NOT be updated on the record?
|