Special use cases for user access

Undergraduates writing an honors thesis

Undergraduates writing an honors thesis get the ability to borrow DUL library materials for the entire academic year, like a graduate student.

This is enabled with a specific statistical category, for which we have written fulfillment terms of use to give the longer loan. See Services for Honors Undergraduates

National Humanities Center

Duke provides services to the National Humanities Center for library borrowing, both electronic and physical.

Electronic borrowing is handled by Perkins ADS; they sponsor NHC staff as sponsored affiliates and then give them eResource access through Grouper. LSIS should not need to get involved.

Physical borrowing is more complicated because it is done with two non-person accounts that multiple NHC staff need to access. The identifiers are

• nhc1

• nhc-card2

OIT created a grouper group for both accounts in November 2024, and put the NHC person accounts in the associated grouper groups. Information on this can be found in ServiceNow ticket TASK8208896, including the list of NHC staff who were configured for access. What this does is allow the staff at NHC to log into the non-person account but then be presented with their person-configured multifactor option so that they don’t have to maintain a multifactor separately for the non-person accounts.

Note that if new staff join NHC, we will have to request from IDM that they enable this access for the new NHC staff members; we won’t be able to do it ourselves.

Divinity Library-only borrowing privileges

The Divinity Library is part of a theological library consortia, and as part of that consortia relationship, if visitors from other theological libraries come to Duke, Divinity needs to provide them with borrowing privileges.

To make this happen, we added a new statistical category type of “Restricted to borrowing at specific libraries” with a statistical category of “Divinity Library borrowing”.

We wrote a loan rule for Divinity’s stacks locations, basically:

Divinity School Library - Divinity Stacks (III), Divinity School Library - New Book Shelf, Divinity School Library - Pamphlet Collection, Divinity School Library - Stacks (PD), Divinity School Library - Stacks (PDQ), Divinity School Library - Stacks (PDU), Divinity School Library - Stacks Double Folio, Divinity School Library - Stacks Folio (PDF), Divinity School Library - Stacks Folio (PDUF), Divinity School Library - Stacks Quarto, Divinity School Library - Theses

for items in those locations that circulate for at least four weeks, by item policy -

4-week loan (05), Bound periodicals, Sound CD, Sound recording, Standard Loan

for patrons with this setup:

• User group = Perkins System (No ILL)

• User Statistical Category Type = Restricted to borrowing at specific libraries

• User Statistical Category = Divinity Library borrowing

Divinity asked for a limit of ten books at a time; we can enforce that with a loan rule with a parameter of the statistical category.

They also asked for one renewal, which is written into the term of use with a maximum renewal period of 56 days.

In the Standard fulfillment unit, we wrote a term of use that allows the borrowing, and then a term of use that matches on that user parameter and matches on non-circulating. We then placed the terms of use high up in the list of rules. That way, the particular scenario is caught before potentially matching on rules further down in the list.

Open

Then for requesting, we wrote a rule to match on the statistical category / category type to deny requesting, as Divinity says they are not eligible to request any items, including from the LSC.

Open