<div dir="ltr"><div class="gmail_default" style="font-family:verdana,sans-serif">Hi Benjamin,<br><br>Our consortium shares resources heavily. We do not have many hold policies in place since, by default, everything is holdable everywhere.<br><br>For items and collections that are not holdable at all, we generally set the Holdable flag to False in Shelving Locations or items themselves rather than using a hold policy.<br><br>Hold Policies only come into play in our consortium when different behavior is needed for different patron permission groups, or when we need to restrict  items to local pickup for holds.<br><br>For example, for a given library's "Library of Things" we use a circ modifier and have a policy for that circ modifier, specifying the item circ library and a transit range of System.<br><br>We don't have any rules that have transit range set to the consortium since that is true by default.<br><br>Hope this is helpful!<br><br>Michele<br><br></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><span style="font-family:verdana,sans-serif">--</span><br></div><div><font face="verdana, sans-serif">Michele M. Morgan, <span style="font-size:12.8px">Systems Support Specialist<br></span></font></div><div><span style="font-size:12.8px"><font face="verdana, sans-serif">North of Boston Library Exchange, Danvers Massachusetts</font></span></div><div><span style="font-size:12.8px"><a href="mailto:mmorgan@noblenet.org" target="_blank"><font face="verdana, sans-serif">mmorgan@noblenet.org</font></a></span></div><div><br></div></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, May 25, 2023 at 9:42 AM Jason Boyer via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org">evergreen-general@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div>Hi Benjamin, others may be able to give additional details, but the Transit Range is used to determine how "far" an item could potentially travel from its circ_lib to the pickup_ou for that hold policy to apply. So if a policy has a transit range of 2, that policy only matches if a copy would be sent from 1 branch to another in the same system. That "distance" is up one to the system, then down one to the other branch(es). That policy would not match for items from other systems though because that distance would be 4 (1 up to the parent system, 1 up to the parent (likely cons), 1 down to a neighboring system, and finally 1 down to a branch), so you could use transit range to change other values based on item proximity. Maybe users are allowed to have a higher number of holds on items within a single system because shipping would be cheaper or something like that. I've never tried to set things up that way so don't necessarily take that as an endorsement. :D<div><br></div><div>"Range is from Owning Lib" just means to do that distance calculation against the item's call number owning_ou instead of the item's circ_lib, in case floating is used in your consortium. When floating is in use an item's circ_lib is wherever it was returned, but the owning_ou may be different because it's the purchasing location.</div><div><br></div><div>Jason<br><div>
<div dir="auto" style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none"><div dir="auto" style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none"><div dir="auto" style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none"><div><br>-- <br>Jason Boyer<br>Senior System Administrator<br>Equinox Open Library Initiative<br>JBoyer@equinoxOLI.org<br>+1 (877) Open-ILS (673-6457)<br><a href="https://equinoxOLI.org/" target="_blank">https://equinoxOLI.org/</a></div></div></div></div>
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<div><br><blockquote type="cite"><div>On May 25, 2023, at 8:44 AM, Murphy, Benjamin via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>> wrote:</div><br><div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt">Hello hivemind,</div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt">I'm trying to understand how exactly Transit Range & Range is from Owning Lib settings are meant to work in hold policies. I didn't find anything in the documentation about these settings. </div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt">Should any policy that's meant to be part of what allows things to resource share have a Transit Range = Consortium and local policies that provide system level access to non-resource sharing materials<span> </span><span style="background-color:rgb(255,255,255);display:inline">have a Transit Range = System</span>?</div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt">How is Range is from Owning Lib meant to be used? Is it really only used for System or Branch limiting policies? Do you know of an example of when it might be used?</div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt">More detail on our typical configurations is it is helpful:</div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt">In general, we differentiate most of our<span> </span><span style="background-color:rgb(255,255,255);display:inline">hold policies<span> by </span></span>Pickup Lib. Our weights are:</div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><span style="font-size:11pt;margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline"><div style="font-size:11pt;margin:0px"><span style="margin:0px">User Perm = 18</span></div><div style="font-size:11pt;margin:0px"><span style="margin:0px">Requestor Perm = 2</span></div><div style="font-size:11pt;margin:0px"><span style="margin:0px">Circ Mod = 10</span></div><div style="font-size:11pt;margin:0px"><span style="margin:0px">Pickup Lib<span style="margin:0px;display:inline"><span style="margin:0px"> </span>= 10</span></span><br><span style="margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline">Owning Lib<span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px"> </span>= 10</span></span></span> </div><span style="font-size:11pt;margin:0px"></span>User Home Lib = 8</span></span><div style="font-size:11pt;margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline">Request Lib<span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px"> </span>= 8</span></span></div></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt">We have a few high level blocking policies by circ mod (things that don't resource share in the consortium) as well as <span style="background-color:rgb(255,255,255);display:inline">a few high level allow policies for the circ mods that do resource share. Then individual library systems have allow policies for resource sharing and blocking policies for all sorts of materials generally defined by:</span></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><span style="background-color:rgb(255,255,255);display:inline"><br></span></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><span style="background-color:rgb(255,255,255);display:inline"><span style="font-size:11pt;margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline">Pickup Lib<span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px"> </span>= System</span></span></span><br>User Home Lib = Consortium</span></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><span style="background-color:rgb(255,255,255);display:inline">Request Lib<span style="background-color:rgb(255,255,255);display:inline"><span> </span>= Consortium</span></span></div><div style="font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><span style="background-color:rgb(255,255,255);display:inline">Owning Lib<span style="background-color:rgb(255,255,255);display:inline"><span> </span>= Consortium</span><br></span></div><div style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none"><div style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt"><br></div><div style="font-family:Calibri,Arial,Helvetica,sans-serif;font-size:11pt">We then also have local allow policies for non-resource sharing things available within the system level set up like:</div><div id="m_9215062778961626048Signature"><div><div><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><span><u></u><br><u></u></span></div><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><span><u></u><u></u></span></div><div style="font-size:11pt;font-family:Calibri,Arial,Helvetica,sans-serif;margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline">Pickup Lib<span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px"> </span>= System</span></span></span><br>User Home Lib =<span> </span><span style="background-color:rgb(255,255,255);display:inline">System</span></span></div><div style="font-size:11pt;font-family:Calibri,Arial,Helvetica,sans-serif;margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline">Request Lib<span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px"> </span>=<span> </span><span style="background-color:rgb(255,255,255);display:inline">System</span></span></span></div><div style="font-size:11pt;font-family:Calibri,Arial,Helvetica,sans-serif;margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline">Owning Lib<span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px"> </span>=<span> </span><span style="background-color:rgb(255,255,255);display:inline">System</span></span><br></span></div><div style="font-size:11pt;font-family:Calibri,Arial,Helvetica,sans-serif;margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="background-color:rgb(255,255,255);display:inline"><br></span></span></span></div><div style="font-size:11pt;font-family:Calibri,Arial,Helvetica,sans-serif;margin:0px"><span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="margin:0px;background-color:rgb(255,255,255);display:inline"><span style="background-color:rgb(255,255,255);display:inline">Then branch specific policies are sort of case dependent and rare.</span></span></span></div><div style="margin:0px"><span style="font-size:11pt;font-family:Calibri,Arial,Helvetica,sans-serif;margin:0px"></span></div><br><p style="margin-top:0px;margin-bottom:0px"></p><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><span><u></u> <u></u></span></div><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><b><span style="font-size:10pt;font-family:Arial,sans-serif">Benjamin Murphy<u></u><u></u></span></b></div><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:Arial,sans-serif">NC Cardinal Program Manager<u></u><u></u></span></div><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:Arial,sans-serif">State Library of North Carolina<u></u><u></u></span></div><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><u><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(5,99,193)"><a href="mailto:benjamin.murphy@ncdcr.gov" target="_blank">benjamin.murphy@ncdcr.gov</a><span> </span></span></u><span style="font-size:10pt;font-family:Arial,sans-serif"> |<span> </span><a href="https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal" target="_blank">https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal</a></span><span style="font-size:10pt;font-family:Arial,sans-serif"><u></u><u></u></span></div><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:Arial,sans-serif">109 East Jones Street  | 4640 Mail Service Center <u></u><u></u></span></div><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:Arial,sans-serif">Raleigh, North Carolina 27699-4600<u></u><u></u></span></div><p class="MsoNormal" style="margin:6pt 0in 0in;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:Arial,sans-serif">The State Library is part of the NC Department of Natural & Cultural Resources.<u></u><u></u></span></p><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><i><span style="font-size:10pt;font-family:Arial,sans-serif">Email correspondence to and from this address is subject to the North Carolina Public Records Law and may be disclosed to third parties.</span></i><span style="font-size:10pt;font-family:Arial,sans-serif"><u></u><u></u></span></div><p class="MsoNormal" style="margin:0in 0in 12pt;font-size:11pt;font-family:Calibri,sans-serif"><span><u></u> <u></u></span></p><div style="margin:0in;font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></div></div></div></div></div><span style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-decoration:none;float:none;display:inline">_______________________________________________</span><br style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;text-d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