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Active/Inactive was discussed with RA on 8/26/2019 and UM on 8/28/2019. The consensus was that it was desirable to have active/inactive, but at this time, we have not developed concrete use cases that merit working on it as part of the MVP process.

So the UM SIG would like to have the buggy behavior addressed (UIU-913) and set it so that patrons can either be inactive / expired, active / unexpired, or active / no expiration date.

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


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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.

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 StatusInactive 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?


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