[Evergreen-general] Circulation Limit Groups

Tina Ji tina.ji at bc.libraries.coop
Fri May 20 18:58:44 EDT 2022

Hi Galen and all,

I tested again on 3.9 , following the steps you mentioned. I tested on  
older versions before. I never saw the effect of the Limit Set when I  
chose a limit group as Linked Entities as shown in Jennifer W.'s  
image. (Thanks, Jennifer!)

But the Limit Set works if I choose Circ Mod or Shelving Location as  
the Linked Entities.

 From the circ duration (I used unique loan period) field in circ  
records, I saw that the circ policy with the Limit Set was applied.  
But the loan limit had no effect.

Anyone is using circ limit group?

Thank you,


Quoting Galen Charlton via Evergreen-general  
<evergreen-general at list.evergreen-ils.org>:

> Hi,
> I did some more poking around. First, a bit more information can be found
> in the description of the bug for adding circ limits and circ limit groups:
> https://bugs.launchpad.net/evergreen/+bug/876517
> I then did some testing. As Jennifer surmised, the limit groups can be
> checked when counting up loans to see if the limit has been reached. But
> how do you know what limit group an existing loan is associated with? That
> gets set when the loan is created if the matchpoint used to allow the loan
> specifies a limit set with one or more groups attached to it (and the limit
> set to limit group mapping isn't set to "check only").
> Here's an example I worked through. Suppose that you don't want a patron to
> check out more than one musical score at a time, but your circ modifier
> and/or shelving location structure doesn't give you a way to identify
> scores at the point of checkout.
> What you could do (and this worked in my test system) is:
> - create a limit group called "Musical scores" or the like
> - create a limit set that allows up to 2 active loans and associate the new
> limit group with it
> - create a circulation policy that matches on MARC Type = Notated Music
> - start checking out items from bibs whose Leader/06 is 'c'. Assuming no
> more specific policies matched the loans, you'll only be able to check out
> two before hitting the limit.
> The limit groups that are associated with a loan are stored in the database
> table action.circulation_limit_group_map. That table is not in the IDL,
> unfortunately, and can't be used as a reporting source, though it is
> available to direct SQL reports.
> It looks like that limit groups could be used (or abused?) in conjunction
> with limit sets that don't actually set a limit as a way to tag loans based
> on the circ policy that applied at the time of the loan. However, due to
> bug 1180100, such a use might not not play well with also using limit sets
> to, well, limit.
> Regards,
> Galen
> On Fri, May 20, 2022 at 3:09 PM Jennifer Weston via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
>> Hi Jennifer,
>> There is a new tab in Local Admin > Circulation Limit *Sets*
>> Create a new limit set.  Open the new limit set or edit an existing one.
>> This only works after the limit set is created.
>> When you open the limit set to edit, there are now 2 tabs: "Edit
>> Circulation Limit Set" and "Edit Linked Entities".
>> Click on the second one, "Edit Linked Entities"
>> Here you can apply Linked Limit *Groups* -- see screenshot below.
>> Presumably, the Items Out limit applied to the Circulation Limit *Set*
>> will consider the Linked Limit *Group* if a group is added here in
>> addition to linked circ mods and locations.
>> I have not personally tested this is in a while so I would be curious to
>> see how it behaves.
>> I do not see this documented anywhere.  One more for the needs doc list!
>> [image: image.png]
>> Best,
>> Jennifer W.
>> Jennifer Weston, MLIS
>> Product and Education Specialist
>> Equinox Open Library Initiative
>> jennifer.weston at equinoxOLI.org <jennifer.weston at equinoxoli.org>
>> *https://equinoxOLI.org <https://equinoxOLI.org>*
>> phone:  877-OPEN-ILS (673-6457)
>> direct:  770-709-5574
>> On Fri, May 20, 2022 at 2:21 PM Jennifer Pringle via Evergreen-general <
>> evergreen-general at list.evergreen-ils.org> wrote:
>>> Hello,
>>> Does anyone use the Circulation Limit Groups and can shed some light
>>> on how they work?  (This is the Circulation Limit Groups found under
>>> Server Administration, not the Circulation Limit Sets found under
>>> Local Administration.)
>>> I've looked at both the dojo and angularjs interfaces for Circulation
>>> Limit Groups in 3.7 and 3.9.  I can create a group with a name and
>>> description which I can then use in the Circulation Limit Sets but I'm
>>> assuming there's a piece missing where I need to tell Evergreen what
>>> the group should actually limit.
>>> The most I could find in the docs was:
>>> https://docs.evergreen-ils.org/eg/docs/latest/admin_initial_setup/borrowing_items.html#_circulation_limit_sets
>>> https://docs.evergreen-ils.org/eg/docs/latest/admin/circulation_limit_groups.html
>>> Thanks,
>>> Jennifer
>>> --
>>> Jennifer Pringle (she/her)
>>> Co-op Support - Training Lead
>>> BC Libraries Cooperative
>>> Toll-free: 1-888-848-9250
>>> Email:jennifer.pringle at bc.libraries.coop
>>> Website: http://bc.libraries.coop
>>> Gratefully acknowledging that I live and work in the unceded
>>> Traditional Territory of the St'at'yemc Nations.
>>> _______________________________________________
>>> Evergreen-general mailing list
>>> Evergreen-general at list.evergreen-ils.org
>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>> _______________________________________________
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> --
> Galen Charlton
> Implementation and IT Manager
> Equinox Open Library Initiative
> gmc at equinoxOLI.org
> https://www.equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
> <http://evergreen-ils.org>

Tina Ji
1-888-848-9250 ext 1014
Support Specialist
BC Libraries Co-operative

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