All system changes are being recorded in and published via Cornell Library's JIRA page. you can see a detailed breakdown of all published and pending changes here:

https://culibrary.atlassian.net/jira/dashboards/12015

Move notice: 

This page is being moved to a JIRA dashboard to allow for information to be automatically updated as requests are finished. The new dashboard can be found here: https://culibrary.atlassian.net/jira/dashboards/12012. Currently you must have a CUL JIRA logon to review it. We are working on getting the workspace open to everyone. 


DateChangedFull Description
March 22, 2023Turned on Lost item limit blocks
  • Added the max lost item counts to 2 for all relevant patron groups
  • Added lost item count blocks and message
Added notices to the Hourly notice policy
  • 4-hour after due date
  • 10-hour after due date
  • 1-8 days after lost fee/fine being charged (used the repeating template)
Added a new Transfer accountAdded a new transfer account "Bad Debt" under the Olin fee/fine owner. This transfer account will be used to move over fee/fines that can not be transferred to the bursar's office. 
February 3rd, 2023Moved Mann Special collections from the Mann Service point to the Mann Special Collections Service Point.This is needed for processing items housed in Mann Special Collections. 
January 20th, 2023Updated patron notice templatesUpdated patron notice templates with URLs from the new main library website.
January 12th, 2023Created service point Mann Special Collections Service Point + corresponding calendarCammie Wyckoff adapted service point configurations from Annex service point, and Andy used the "universal" calendar settings for it.
December 1st, 2022Made two temporary changes to Law's service pointsIn response to a request from Cynthia Lange, made the following two changes to Law’s pickup locations in Blacklight:
  • Changed discovery display name for Law Service Point FOLIO service point from "Law Library" to "Law School community only"
  • Changed discovery display name for for Law Contactless Pickup FOLIO service point from "Contactless Pickup - Law Library" to "Staff Use Only" so that it temporarily does not appear as a pickup location in Blacklight
December 1st, 2022Updated names of pickup locations in BlacklightIn response to requests from Bonna Boettcher and Zsuzsa Koltay, made minor changes to the names of a number of pickup locations in Blacklight to conform to CUL's style guide
October 13th, 2022Made a number of changes to Ornithology's service pointsIn response to a request from Shayla Harrington, made the following changes to Ornithology’s pickup locations in Blacklight and FOLIO service points:
  • Changed discovery display name for Ornithology Circulation FOLIO service point from “Staff Use Only” to “Ornithology Circulation” and toggle Pickup location from “No” to “Yes” so that it appears as a pickup location in Blacklight and FOLIO
  • Changed discovery display name for Ornithology Contactless Pickup FOLIO service point from “Contactless Pickup – Ornithology” to “Staff Use Only” and toggle “Pickup location” from “Yes” to “No” so that it no longer appears as a pickup option in Blacklight and FOLIO
  • Changed name of Ornithology Contactless Pickup FOLIO service point to “INACTIVE Ornithology Contactless Pickup”
September 12th, 2022Removed Ornithology Circ as a pickup pointDue to staffing issues Ornithology Circulation desk has been removed as a pickup location in FOLIO and in the OPAC. Contactless pickup is still active.
August 29th, 2022Updated Standard Overdue NoticeMoved line about recall fees further down in the notice and reworded it per a request from the Access Services Team.
August 26th, 2022Removed the temp Circulation rule for ILS

The rule was written to cover items imported from Voyager that had a different Loan type and material type mapping. This rule is being removed as it is not needed anymore. 


/TEMP POLICY -- Remove after all materials are returned. 
    /This policy is just to cover items that where created under Voyager
t circulating + m ill-material  + g faculty staff undergraduate graduate : n standard-notice-package o no-fine-default i general-collection-repl-default r interlibrary-loan-p  l 8-weeks-bd-ill-loans 

/TEMP POLICY -- Remove after all materials are returned. 
    /This policy is just to cover items that where created under Voyager
t bd-loan + m book + g faculty staff undergraduate graduate : n standard-notice-package o no-fine-default i general-collection-repl-default r no-requests   l 8-weeks-bd-ill-loans 

August 25th, 2022

Loan types added:

  • ILL LOAN 1 Week
  • ILL LOAN 2 Weeks
  • ILL LOAN 4 Weeks
  • ILL LOAN 6 Weeks

The new Loan types, supporting Loan policies and Circulation rules were added to accommodate a request from ILS for more Loan types. The Loan types are needed for items that are loaned to Cornell patrons with more restricted loan periods. All new Loan types use a non-circulating Loan policy.


NOTE: if Circulating and non-circulating variations of the policies are needed I would suggest creating a new Material Type instead of new Loan types. 

August 16th, 2022Added two fixed calendars; Laptop Calendar & Locker KeysAdded two fixed calendars for use with the new Equipment and Key loan types.
August 16th, 2022Created service point Olin/Kroch Carrel and Research Space + corresponding calendarAdapted service point configurations from other Remote Program service points and used the "universal" calendar settings per request of Michelle Hubbell.
July 28th 2022

Loan Policy added:

  • 3-hours due at close
This loan policy was added to be used with the new 'Keys short term' Loan type. This was to keep the loan period the same as equipment but limit the keys so they had to be returned at closing instead of passing onto the next business day.
July, 2022 6

Loan types added:

  • Equipment short term
  • Equipment long term
  • Equipment extended loan
  • Keys short term
  • Keys long term
  • Keys extended loan

Supporting Loan policies and Circulation Rules were added

These new loan types are to be used exclusively for keys and equipment in FOLIO instead of 3-hour, 14-day, and 3-day. The proposal was passed by ASST and AST earlier in the year. The addition of these loan types will provide greater flexibility in the future as well as making less confusing for staff when adding new equipment records. Old records will slowly be updated to the new Loan types.
July, 2022Carrel patron group loan period from 6 months to 1 year loan periodIn Voyager the loan period for the carrel patron type was one year but when these policies were moved to FOLIO it was changed to 6 months. After consultation with Caitlan Mathes (Music) and Michelle Nair (OKU) there were no objections or foreseen implications to change.
July, 2022Turned off: "No fees/fines shall be refunded if a lost item is returned more than x days late"

We toggled off the "No fees/fines shall be refunded if a lost item is returned more than x days late" configuration in Settings-->Circulation-->Fee/fine-->Lost item fee policies-->General collection repl (default) + Reserves replacement in consultation with Michelle Hubbell from the Library Public Services Office in response to a question from members of the Access Services Team. Previously this setting was set to not refund fees/fines for General collection and Reserves items returned 180 days or more late to mimic a Voyager-era policy (there was no equivalent setting) which no longer makes sense in the Voyager environment. 

March, 2022Updated cancellation template

We removed the line "We apologize for this inconvenience” from our Patron-initiated request cancellation template per a decision made by the Access Services Team

January, 2022Changed Recall Policies

Updated loan policies to allow recalls to extend due dates for overdue loans to prevent a scenario whereby patrons are immediately charged overdue fees upon an item checked out to them being recalled because it is already overdue (e.g. a patron who has an item which was due on December 1 would immediately be charged $30 if it is recalled on December 11 since it is 10 days overdue and our recall fine is $3/day)

January, 2022Updated Item Available Reminders

Added the line “Library hours can be found here: https://www.library.cornell.edu/libraries” to our Item Available + Item Available Reminder Notices

October, 2021Multiple changes
  • Updated link to info about returns in notices from https://www.library.cornell.edu/covid-19#return-cul to https://www.library.cornell.edu/services/borrow/return.
  • Added word “INACTIVE” to the front of names of “Africana Contactless Pickup” and “Mann Remote Delivery” service points and deactivated the former as a pickup location. (cannot delete at this time, but will asap)
  • Added sentence “Fines of $3.00 per day accrue after the due date” to Recall Notice.
  • Changed font size of {{staffSlip.Name}} token on Hold, Pick slip, and Transit staff slips from small to normal and bolded it.
  • Changed "JGSM Service Point" to "Management Service Point."

Circulation Rules

  • Circulation rules in Test were built by Tom Trutt in collaboration with Andy Horbal and Joanne Leary using this spreadsheet created by Joanne
  • Spreadsheet was reviewed by FOLIO Access Services Settings Group, the Access Services Team, and LDLT
  • Additional documentation = coming soon! Comments in the rules also provide information about the intent of each rule

Circulation Settings

  • Many circulation settings in Test were initially populated by Andy Horbal, Joanne Leary, or EBSCO working off this spreadsheet created by Joanne
    • Spreadsheet was reviewed by FOLIO Access Services Settings Group
    • Some settings may have subsequently been updated
  • Loan anonymization settings in Test + Training were set by Andy to one hour after after loan closes for closed loans without associated fines/fees and 72 months after loan closes for loans with associated fines/fees in consultation with Ann Crowley, Ken Putnam, and the Access Services Settings Group
  • Fee/fine settings (with the exception of transfer accounts, which per Holly Mistlebauer are the domain of the Library Finance & Budget Office) in Test + Training were set by Andy as per this Word document in consultation with Ann Crowley, Ken Putnam, Phil Robinson, and the Access Services Settings Group
    • Fee/fine owners in Test and Training were configured by Andy and Joanne in consultation with Ann Crowley, Ken Putnam, and Susan Bristol as per this spreadsheet
  • Patron block settings in Test + Training were set by Andy as per this Word document in consultation with the Access Services Settings Group
  • Naming conventions for service points were decided on by the Access Services Settings Group as described on this spreadsheet
  • No labels