Refreshing linked account expiration dates
As we understand it, there are only two ways for a linked account's expiration date to be refreshed/synchronized with the user's primary account in their home IZ:
Requesting an item from the IZ with that linked account
Staff at the lending institution go to Manage Patron Services, Find user in other institution, enter the user's identifier, and then find user
We think that the Alma experience would be improved by triggering this refresh process by a renewal attempt, by having an ability to run and schedule a job that refreshes these expiration dates on a regular basis, or by some other means.
Thanks!
matthew smith
shared this idea
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Debbie Campbell
commented
I see this is included in the 2025 Roadmap as "Real-Time Update of Linked Accounts" https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2024-2025)/Collaborative_Networks#Real-Time_Update_of_Linked_Accounts
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Ankur Kumar
commented
If you can try to play https://texttwist.online such a awesome.
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Amanda Pippitt
commented
This would be helpful for us as well. We have had patrons from other libraries call because they are frustrated by not being able to renew an item loaned to them by us. When we look at their record, they are expired in our copy of their account. If I look them up at their home institution, I find that they are still current patrons and not expired at their home library, and therefore should be able to renew things, but can't because of the process required to update the local copy of their record in our system. Patrons shouldn't have to be calling various libraries to troubleshoot these types of problems, and staff at libraries shouldn't have to go through extra work to update records this way.
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Sveta Stoytcheva
commented
This would create a smoother workflow for staff and eliminate roadblocks for patrons by making it easier to keep their account status up to date.
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Debbie Campbell
commented
Yes, it would be so helpful if this functionality were built directly into Alma.
1) refresh on renewal attempt by patron or by library staff
2) a job that can call home to the linked user's home record and refresh the copy saved to the item's IZ.