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--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 StatusInactive 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?


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