[Evergreen-general] Circulation Limit Groups
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?
Quoting Galen Charlton via Evergreen-general
<evergreen-general at list.evergreen-ils.org>:
> 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:
> 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.
> 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]
>> 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:
>>> 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:
>>> 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
>> Evergreen-general mailing list
>> Evergreen-general at list.evergreen-ils.org
> Galen Charlton
> Implementation and IT Manager
> Equinox Open Library Initiative
> gmc at equinoxOLI.org
> phone: 877-OPEN-ILS (673-6457)
> direct: 770-709-5581
1-888-848-9250 ext 1014
BC Libraries Co-operative
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