FAQs

In order to configure a block, you will need to create entries in both the User Block Description and User Block Definitions tables. To edit these tables, you will need either the Fulfillment Administrator or General System Administrator role.

1. Go to Configuration | Fulfillment | Patron Configurations | User Block Description.

2. Click the Add Row link, enter a code into the Code field, enter a name into the Name field, change the Default setting to No, click the Add Row button, and then click the Save button.

3. Go to Configuration | Fulfillment | Patron Configurations | User Block Definitions.

4. Click the Add Row link, enter the same code you used in the User Block Description table into the Code field, select a value from Type dropdown (this value has no functional purpose save for the Consortial type, which you should never use), select the block definition you created in step 2 from the Description dropdown, select a value from the Overridable field (see note below), select a value from the Blocked Action dropdown (see note below), select a value from the Network Block dropdown (see note below), click the Add Row button, and then click the Save button.

Note: Overridable – Select whether the block is overridable from one of the following:

• ALL – The block is overridable by any circulation desk operator
• NONE – The block is not overridable
• CIRCDESC – The block is overridable only by a circulation desk manager
• OPERATOR – The block is overridable by a circulation desk manager or a circulation desk operator (and not a user with circulation desk operator – limited permissions)

Blocked action – Select the blocked action from one of the following:

• 01 – loan
• 02 – loan, renew
• 03 – loan, renew, hold

Note: You can set up blocks for resource sharing, and create other permutations of these block options (e.g. loan+hold). For these options, contact Ex Libris Support

Network Block - Select whether the block will be copied to another institution when they're creating or refreshing a walk-in borrower account for one of your users.

• TRUE - Copy the block
• FALSE - Do not copy the block. This is the default.