Archive for January, 2012

Permit me to tell you about…Policies and Permissions in FulfILLment!

Friday, January 27th, 2012

Policies and Permissions in FulfILLment will be very flexible and highly configurable. Read on to learn more.

    • FulfILLment will have the ability to create policies to determine/control patron eligibility. This is flexible down to specific libraries or specific item types.
    • Authorized staff will be able to create org groupings to funnel patrons into searching pre-defined groups (county-wide, regional, state, school, etc.).
    • FulfILLment will allow blocking of material types at specific libraries from filling ILL for all or specific patrons or groups.
    • Circulation policy can be generated from either the owning or lending library policies.
    • When an item is put in transit to a library to fill an ILL request, a brief bib record is pushed to the home ILS system (if the system permits it) to facilitate checkout. If the home ILS does not permit it, then staff will need to create a brief record.
    • The Administration module will allow local definition of what actions staff may perform and at what locations.
    • The Administration module also allows fine granularity of policies and permissions to be set/configured. Here are a few examples:
      1. The ability to configure max requests per patron.
      2. The “Need by date for material can be configured.
      3. Org units can be configured to be valid pick-up locations.
      4. The ability to designate a library to be the lender of last resort.
      5. Renewals will be configurable on a material type or library-by-library basis.
      6. The ability to configure standard processing charges per library. This amount will be visible to patrons in My Requests.

Remember to check back next week. Next week’s post will cover Patrons and Staff Use in FulfILLment.

This week in FulfILLment…Patron Management and Patron Privacy!

Thursday, January 12th, 2012

Have you been wondering how FulfILLment will handle patron management and privacy? If so, you’ve come to the right place. Read on for an overview of both.

Patron Management in FulfILLment:

Did you know…?

  • FulfILLment can automatically create patron records on the fly when an ILL is initiated by a patron or staff member on behalf of the patron by pulling information directly from the home ILS.
  • Standard patron fields will include: names, home library, barcode, DOB, email address, 3 phone fields, unlimited physical addresses, profile, standing, barred, expiration, group, and statistical categories (stat cats). A statistical category is a reportable field in Evergreen Open Source ILS that allows staff to organize and gather information about sets of patrons and/or copies. Examples of commonly used patron statistical categories include residency, age, school district or department. Examples of commonly used copy statistical categories include funding, genre or reading level. (Thanks to Shae Tetterton, Project Manager, Equinox Software, Inc. for this description of stat cats!)
  • FulfILLment will support searching on all patron fields.
  • FulfILLment will prevent patrons from requesting material for which they already have an active ILL request.
  • FulfILLment can track patron fines, charges and overdues.
  • FulfILLment allows staff to create policies to determine/control patron eligibility. This is flexible down to specific libraries or specific item types.

Patron Privacy in FulfILLment:

Did you know…?

  • FulfILLment can be set to remove patron information after ILL transactions are complete.
  • FulfILLment can be set to require confirmation that a patron is sharing their data with a foreign library upon ILL initiation.
  • FulfILLment can be set to retain as much or as little patron data as local policy requires.

Be sure to check back next week for another update. The next post will cover the exciting realm of Policies and Permissions.

FulfILLment coming soon to a library near you!

Thursday, January 5th, 2012

The beta release of FulfILLment is very near completion.The projected beta release date is January 31, 2012, with a projected release of v1.0 at the end of March 2012.

For the next few weeks, we’ll be posting more updates about FulfILLment, providing additional insight into how it works and highlighting some of its features, so be sure to check back each week.

As mentioned in a previous post, the first version of FulfILLment will work with:

  • SirsiDynix Symphony
  • Polaris
  • Aleph
  • Koha
  • III Millennium

Have you ever wondered how FulfILLment will work?How it will connect to various ILSs?LAI is the answer.The FulfILLment LAI (Local Automation Integrator) is designed to work with multiple protocols (like NCIP, SIP, etc.) for retrieval and processing of data.LAI is implemented as a collection of RESTful web-service interfaces that can map, via an ILS specific connector, to each of the various ILSs in use by libraries in the Next-Generation Library Resource Sharing solution.Records can be manually or automatically loaded.Library Administrators will appreciate that the Reporting Interface will allow for powerful and detailed reporting on any field.

Have you ever wondered what else makes FulfILLment special?My dear Watson, it’s the Next Generation Discovery Interface (aka NGDI).The NGDI is a union catalog for patron and staff use, with different actions available based on log in permissions.Staff will have additional optionsavailable to them beyond the options available to patrons.The NGDI, a full-text indexing database, utilizes the same extensible search backend as the Evergreen ILS.It’s templatable so libraries can customize the look and feel.The NGDI will display results based on relevance and faceted for best matching and discovery.To prevent patrons from seeing excessive duplicate titles, records are virtually de-duplicated during the catalog loading phase using a fingerprinting algorithm.Holdings availability information may be configured to display on the results page or full record display.Libraries will be able to specify what data is presented in the brief and full bib record displays.Patrons will appreciate being able to view their outstanding ILL requests via the My Requests page.

Be sure to check back next week for another update.The next post will cover patron management and privacy in FulfILLment.