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Universal Borrowing in a Consortium Environment: The University System of Georgia

Universal Borrowing in a Consortium Environment: The University System of Georgia. Danny T. Bridges GUGM Presentation June 5, 2001. Universal Borrowing (UB). Reciprocal Borrowing Between University System of Georgia Libraries Circulation Functionality Call Slip

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Universal Borrowing in a Consortium Environment: The University System of Georgia

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  1. Universal Borrowing in a Consortium Environment: The University System of Georgia Danny T. Bridges GUGM Presentation June 5, 2001

  2. Universal Borrowing (UB) • Reciprocal Borrowing Between University System of Georgia Libraries • Circulation Functionality • Call Slip • Shared Patron Data

  3. Universal Borrowing is: • Patron Initiated • Login Required • Realtime Validation • Unmediated • No Staff Intervention • Transparent • “Behind the Scenes” Data • Universal Catalog Search Compliant

  4. Universal Borrowing Has: • Realtime Aggregate Information • Home Database • Holding Database • Universal Catalog • Item Eligibility • Circulation Matrix • Patron Blocks at Home and Away • Circulation Policy • UB Policy Definitions • Security and Overrides • Security Privileges

  5. Universal Borrowing Has: • Random Selection • In Transit Status • Inter • Intra • Charge and Discharge • Backup Procedures

  6. Universal Borrowing Has: • Notices • Hold Available/Canceled • Recall • Overdue/Courtesy • Fine/Fee • Cancellation

  7. UB Works Everywhere! • Home Library • Holding Library • Visited Library • Pickup Library

  8. Allie Bridges

  9. HOME LIBRARYWHEREAllieLIVES • At the Home Library Allie MAY: • Request books via Universal Catalog from another holding library • Pick up books from another holding library • Return books to another holding library • View her personal UB status information via WebVoyage

  10. HOME LIBRARYWHEREAllieLIVES • Allie (Home Library Patron) MAY NOT: • Request or charge out UB materials if she is blocked • Pay UB fines and fees (Phase I)

  11. HOLDING LIBRARYWHERE THE BOOKS ARE HELD • At the holding library Allie MAY: • Present holding library books at the Circulation Desk for charge out • Request books via Universal Catalog from another holding library • Return books to any holding library • View her personal UB status information via WebVoyage • Pay UB fines and fees (Phase I)

  12. HOLDING LIBRARYWHERE THE BOOKS ARE HELD • Allie MAY NOT: • Request or charge out UB books if she is blocked

  13. VISITED LIBRARYWHERE Allie DOES NOT LIVE AND THE BOOKS ARE NOT HELD • At the Visited Library Allie MAY: • Request books via Universal Catalog from another holding library • Return books to any holding library • View her personal UB status information via WebVoyage

  14. VISITED LIBRARYWHERE Allie DOES NOT LIVE AND THE BOOKS ARE NOT HELD • Allie MAY NOT: • Request UB books if she is blocked • Pay UB fines and fees (Phase I)

  15. PICKUP LIBRARYWHERE Allie WANTS HER BOOKS TO BE DELIVERED • At the Pickup Library Allie MAY: • Pick up books requested from any holding library • Return books to any holding library • Request books via Universal Catalog from another holding library • View her personal UB status information via WebVoyage

  16. PICKUP LIBRARYWHERE Allie WANTS HER BOOKS TO BE DELIVERED • Allie MAY NOT: • Request UB books if she is blocked • Pay UB fines and fees (Phase I)

  17. University System of Georgia UB Task Force Recommendations

  18. USG UB Policy Task Force Recommendations • Students, Faculty and Staff • 28 Day Charge Period • Two Online Renewals • Charge limit determined by local library • Aggregate charge limit of 200 • Monographs only • Books shipped within 48 hours

  19. USG UB Policy Task Force Recommendations • Books held for 7 days before returning • No overdue fines • Blocks applied for overdue books • Fees determined by holding library • Bills sent at 28 days overdue • No holds or recalls in Phase I • Home libraries post UB policies

  20. University System of Georgia Membership Agrees… The Home Library is ultimately responsible for Allie’s behavior.

  21. Local Life Changes • Location, location, CIRCULATION. • Personnel • Workflow • Supplies • Delivery • System

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