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Automatic Patron (PType) Block Table

Original Orbis PTypes
to retain for Summit in all local systems.

Label

Summit PType

Exp Date

Max
Owed

HL ODue

Max Items

Max Holds

Max ILL
(1)

Summit non-circ
(Local loans only)

200

y

$0.00

0

0

0

999

Summit Undergrad student

201

y

$0.00

8

200

200

999

Summit Grad student

202

y

$0.00

8

200

200

999

Summit Faculty

203

y

$0.00

8

200

200

999

Summit Staff

204

y

$0.00

8

200

200

999

Summit Remote Borrower

205

y

$0.00

8

200

200

999

Summit Special Patron

206

y

$0.00

8

200

200

999

Summit Test patron

210

y

$9,999,999.0

8

200

200

999

Lines added to all local systems. Summit central will be able to distinguish between CRL and non-CRL institutions, to accommodate CRL via SB for CRL members only, July 2002-

 

 

 

 

 

 

 

 

Summit non-eligible
[local loans only]

230

y

$0.00

0

0

0

999

Summit Undergrad w/CRL

231

y

$0.00

8

200

200

999

Summit Grad w/CRL

232

y

$0.00

8

200

200

999

Summit Faculty w/CRL

233

y

$0.00

8

200

200

999

Summit Staff w/CRL

234

y

$0.00

8

200

200

999

Summit Remote Borr.w/CRL

235

y

$0.00

8

200

200

999

Summit Spec.Patr w/CRL

236

y

$0.00

8

200

200

999

Summit Test w/CRL

240

y

$9,999,999.0

8

200

200

999

For Visiting Patron, to check out materials to patrons visiting from another member institution.

 

 

 

 

 

 

 

 

Summit Visiting Undergrad

211

y

$0.00

8

200

200

999

Summit Visiting Grad

212

y

$0.00

8

200

200

999

Summit Visting Faculty

213

y

$0.00

8

200

200

999

Summit Visiting Staff

214

y

$0.00

8

200

200

999

Summit Vis.Spec.Patron

216

y

$0.00

8

200

200

999

Summit Visiting test

220

y

$0.00

8

200

200

999

(1) Max ILL: Related to INNOPAC ILL product, which individual members may or may not use. Institutions have individual policies regarding ILL for some or all patron types. Okay for value in local table to differ from pattern in this table.

PATRON AGENCY: The 999 wildcard means any PAT AGENCY values not specifically mentioned further up in the table. This entry should be last in the table. If your site has not obtained the PAT AGENCY field from III, use the value 999.

Notes from original setup:

·  If a local site blocks certain categories of patrons (e.g., community borrowers) from placing holds on local items, their local Automatic Patron Block table will have "0" in the "MHOLDS" column.

·  Community borrowers do not currently have Summit borrowing privileges. If a person in this category should request a Summit item, instead of recieving the "you cannot borrow over Summit" statement, the community borrower receives the "there is a problem with your record" statement. This is because the local Automatic Patron Block table is checked as soon as the patron identifies herself with the specific institution. Finding a block on holds, Summit is unable to continue the transaction (since a Summit request automatically places a hold on the item), and provides the same statement it would provide for any other blocked record, or problem with patron record information.

 

PTYPES 205, 235:  PType codes 205 and 235 for visiting patron discontinued with policy to use automated Visiting Patron exclusively, and no longer manually add patron records for patrons visiting from other Alliance member institutions.

Last updated: August 16, 2006

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