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Demerits Yoel Kortick Senior Librarian.

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Presentation on theme: "Demerits Yoel Kortick Senior Librarian."— Presentation transcript:

1 Demerits Yoel Kortick Senior Librarian

2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2011

3 Agenda Introduction and overview Mapping Table Rows
DemeritPoints Mapping Table UserBlockDefinitions Mapping Table The Demerit job A Real Live example

4 Introduction and overview
The demerit system is a way to keep track of overdue loans and penalize accordingly. It is an alternative method to fines and fees. It can be used independently of fines and fees, each method is not dependent on the other.

5 Introduction and overview
Demerits are part of the standard Alma blocks component. When the demerit usage is activated demerit “points” and actual demerits are created. Users accumulate demerits as a result of overdue loans. When a limit is reached the user is suspended for a period of time. The behavior is similar to blocks on fines and fees but is used in libraries where actual money is not paid.

6 Introduction and overview
Demerit points are accumulated for every loan that is returned late at the time the check-in is made. The number of demerits may differ for: Regular loan late returns Recalled loan late returns The number of demerits also depends on the loaned item's material type and the borrower's user group. A mapping table controls, per material type and user group, how many “points” are accumulated for each type of late return.

7 Agenda Introduction and overview Mapping Table Rows
DemeritPoints Mapping Table UserBlockDefinitions Mapping Table The Demerit job A Real Live example

8 Mapping Table Rows The mapping table rows are accessed via the Fulfillment configuration menu: General > Other settings

9 demerit_history_days demerit_maximim_threshold demerit_suspension_days
Mapping Table Rows In the mapping table rows there are four parameters related to demerits: demerit_enable demerit_history_days demerit_maximim_threshold demerit_suspension_days

10 This parameter must be set to true for the demerits to be enabled
Mapping Table Rows demerit_enable This parameter must be set to true for the demerits to be enabled When set to true it means that when an overdue loan will be returned the demerit calculation component will be triggered and there will be a check to see if patron exceeded the limit of overdue loans

11 demerit_history_days
Mapping Table Rows demerit_history_days The length of the demerit tracking period in days. 10 means the demerit will exist 10 days then be deleted. This is useful to see how many demerits were created in the last 10 days to see if it reached the threshold

12 demerit_maximum_threshold
Mapping Table Rows demerit_maximum_threshold This is the maximum number of demerit points which need to exist before a block is created

13 demerit_suspension days
Mapping Table Rows demerit_suspension days This defined how long the block will exist before it expires

14 So in this situation: Demerits are used.
Mapping Table Rows So in this situation: Demerits are used. If user has at least 8 points resulting from late returns returned within the last 10 days then the user will be suspended for 2 days

15 Agenda Introduction and overview Mapping Table Rows
DemeritPoints Mapping Table UserBlockDefinitions Mapping Table The Demerit job A Real Live example

16 DemeritPoints Mapping Table
The DemeritPoints Mapping Table is accessed via Fulfillment configuration menu > Patron Configurations > User Demerits The DemeritPoints mapping table determines how many demerit points will be created when an overdue item is returned

17 DemeritPoints Mapping Table
In the following example … Faculty and staff will get 1 demerit point for any overdue loan of any material type Graduate students will get 2 demerit points for any overdue loan of any material type Undergraduate students will get 3 demerit points for any overdue loan of any material type Visitors will get 4 demerit points for any overdue loan of any material type

18 DemeritPoints Mapping Table
Note: In the DemeritPoints mapping table the order of finding the suitable row is: User group and material type User group and All (material type) Material type and All (User group) All and All

19 Agenda Introduction and overview Mapping Table Rows
DemeritPoints Mapping Table UserBlockDefinitions Mapping Table The Demerit job A Real Live example

20 UserBlockDefinitions Mapping Table
The UserBlockDefinitions Mapping Table is accessed via Fulfillment configuration menu > Patron Configurations > User Block Definitions When a user reaches the demerit_maximum_threshold amount, the system applies a block of type “demerit” on the patron on the patron record.

21 UserBlockDefinitions Mapping Table
Here we have defined a block with ID “DEMERITBLOCK”. It is of type “Demerit” and therefore is applied when the user reaches the demerit_maximum_threshold amount It is overridable by all staff users and uses blocked action 01 (01 applies to loans) Therefore we have defined that if a user reaches the demerit_maximum_threshold amount he will not be able to loan items

22 UserBlockDefinitions Mapping Table
The description is defined in code table “User Block Description” The meaning of the Blocked Action is defined in mapping table “Block To Blocked Actions” These tables may be defined only by Ex Libris staff. For additional information contact your Ex Libris professional services or support contact person

23 UserBlockDefinitions Mapping Table
Note: The ID in the "User Block Definitions" must be identical to the Code in the code table "User Block Description". User Block Definitions: User Block Description:

24 Agenda Introduction and overview Mapping Table Rows
DemeritPoints Mapping Table UserBlockDefinitions Mapping Table The Demerit job A Real Live example

25 The demerit job Users - Remove Demerits Blocks job is typically scheduled to run daily. It checks to see if the user has been suspended longer than the demerit_suspension_days and if so removes the block.

26 Patron Bobby Brady has 3 items returned overdue.
Real live example Patron Bobby Brady has 3 items returned overdue. He is user group undergraduate student

27 Patron Bobby Brady returned 3 items late Each item got 3 points
Real live example Patron Bobby Brady returned 3 items late Each item got 3 points So patron Bobby Brady has 9 points The demerit_maximim_threshold is 8 Thus he automatically received a block Created by system

28 Real live example A note is automatically added to the block stating which barcodes were returned late Note: A user can get more than one demerit block (if he returned more items after he received the block)

29 Real live example A note is automatically added to the block stating which barcodes were returned late thus causing the block

30 If we try to loan to this patron he is blocked
Real live example If we try to loan to this patron he is blocked

31 Real live example The block will be removed automatically after 2 days when the daily job “Users – Remove Demerit Blocks” runs


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