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    Patron Role has expiry date in the past. Why and how to fix this?

    • Article Type: General
    • Product: Alma

     

    Question

    Users can't loan (check-out) items because their Patron Role has expired. What is the setup which causes it?

    Answer


    External Users have their Patron Role defined per the following configuration:

    User Management configuration -> Configuration menu -> Profiles, Role Assignment Rules and User Registration Rules.  

    If no expiration date is added to the Patron Role in the "Profiles" table, a new user that receives a Patron role will have an open date as Expiry Date.

     

    Internal registrations: define the setting at “Fulfillment Configuration Menu > Physical Fulfillment > Terms of Use and Policies > filter by type ‘User Registration’”.  
    In the TOU (Terms of use) Define the “Patron Role Renewal Period” to the desired length of time.  
    The “Patron Role Renewal Period” will be used when the patron role is renewed, for example when loaning an item and receiving the message “User does not have a patron role or the role has expired”:

     

     

    Additional Information

     

    [1] Roles are not managed by the SIS Users Loader directly:

    -- When creating new users via the SIS Users Integration Profile (a.k.a Patron Loader, or, Student Information System), the Role Assignment Rules are used to set Patron roles, optionally with expiry dates (mentioned above).

    -- To update or empty the *User* Role expiry date, please use the Job: Update/Notify Users.  Feel free to consult the Article "User Expiry Date - how to update or remove in bulk (via job)?". 

    -- The "Patron Role" expiration date can be emptied by creating a set and using the Update/Notify Users job. First remove the Patron Role, then add it back.  It is not possible however to add a specific Expiry Date for the Patron Role.  

    [2] For the Online Help regarding Role Profiles and Role Assignment Rules click here: "Roles and Registration Configuration".

     

     


    • Article last edited: 06-JUN-2018