[OPEN-ILS-DEV] Circulation Policies Configuration Screen

[Sharp, Chris]

Geoff,

There's some documentation that should be valid up to 2.1 available here:

http://www.open-ils.org/dokuwiki/doku.php?id=evergreen-admin:customization:indb-circ

I'll also take a stab at answering your specific questions.  Caveat: my understanding and experience is from EG 2.1 and I know there have been some changes:

> If I have a general circulation policy(applies to all users) and a
> policy restricting a single user group will it properly select the
> policy meant for that single user group when the case comes up?

Yes, but you may need to configure your circulation weights to give user group a higher priority if the default weights aren't working for you.

> If I want to restrict a user group from checking out all but a single
> circulation modifier would that require a separate policy for each
> modifier, or is there any easier method of setting that up?

The rules use an "deny all, then allow what we specify" strategy so there's currently not a "deny" option.  So I think you would have to specify a separate policy for each circ modifier if you need to be able to deny (or more accurately, not permit) one from being circulated.

Hope that helps,

Chris


----- Original Message -----
> From: "Geoff Sams" <GSams at roanoketexas.com>
> To: "Evergreen Development Discussion List" <open-ils-dev at list.georgialibraries.org>
> Sent: Monday, September 17, 2012 6:43:39 PM
> Subject: [OPEN-ILS-DEV] Circulation Policies Configuration Screen
> 
> 
> 
> 
> I am currently working on transferring circ policies to in-DB and was
> hoping I could find some insight into how the information is
> processed so that I enter the information correctly. I can’t seem to
> find any documentation anywhere for how the in-DB setup works or
> what every field is intended for. I was wondering if anyone had any
> helpful guides on this particular setup.
> 
> 
> 
> I suppose some specific questions would also be useful:
> 
> 
> 
> If I have a general circulation policy(applies to all users) and a
> policy restricting a single user group will it properly select the
> policy meant for that single user group when the case comes up?
> 
> 
> 
> If I want to restrict a user group from checking out all but a single
> circulation modifier would that require a separate policy for each
> modifier, or is there any easier method of setting that up?
> 
> 
> 
> I may have more questions on this, I am really just starting to get
> this going. Any help would be greatly appreciated. You all have been
> great to me!
> 
> 
> 
> Thanks,
> 
> Geoff Sams
> 
> Roanoke Public Library
> 
> 817-491-2691
> 
> 

-- 
Chris Sharp
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, Georgia 30345
(404) 235-7147
csharp at georgialibraries.org
http://pines.georgialibraries.org/