No subject
Fri Dec 14 15:48:43 EST 2012
e next part I'm in danger of not explaining well and it's been a long time =
since I had to do so but I will try. Let's assume that you have a structur=
e like Users -> Patrons -> Juveniles. Technically, a Juvenile is also a Us=
er but the Juvenile is more specific. So now let's assume that you define =
a policy so that it applies to all Users but another that specifies Juvenil=
es (and all other variables are the same) and a patron goes to checkout. T=
he patron is a Juvenile and thus by definition a User as well. But the Juv=
enile policy will take effect since it's a closer match to the patron and t=
hus will end up with more weight.
Does that make more sense? So, the more specific the better but depending =
on how you create your weights even a very specific match can be over ridde=
n by something more general if you've given that other variable more weight=
.
On Mon, Dec 16, 2013 at 1:53 PM, Deana Cunningham <deana.cunningham at granvil=
lecounty.org<mailto:deana.cunningham at granvillecounty.org>> wrote:
Hello again,
We have a mishmash of circulation policies due primarily to my ignorance wh=
en we suddenly went live without a circ policy in sight! I ended up creatin=
g them "on the fly" as they were needed, and now I have a problem with item=
s not charging the correct fines. The only place I've noticed it so far is =
with staff accounts, and we are all aware that Evergreen is charging staff =
fines when it shouldn't be, so we correct them as we go. What I am more con=
cerned about is the patrons, who haven't got a clue whether we are over- or=
undercharging them.
Anyway, my question is in regards to the hierarchy of policies. If there is=
a policy set at the "Users" level, does that policy supersede the "Patron"=
level policy? Common sense tells me that the lower level ("Patron", in thi=
s example) should supersede "Users", but I am just not sure.
I am also in a bit of a conundrum about how to change circ policies with it=
ems currently circulating. We are getting a test server set up so I can try=
some things, but I'm not ever sure how I would tell what the ramifications=
are unless I set up fake checkouts on the test server for every type of it=
em/patron combination, then change the circ policies and see what impact th=
at has on current checkouts. Other areas of Evergreen seem to hold with the=
information available at the time of the transaction (i.e. if a book is ch=
ecked out today with a circ policy that says it charges .15/day late fees, =
then tomorrow the policy is changed to .10/day late fees, the item will sti=
ll be charged .15/day as that was the rule in place when it was checked out=
). Am I right about this?
Thanks!
Deana
Deana Cunningham
Branch Manager, South Branch Library
1550 S. Campus Dr.
Creedmoor, NC 27522
Phone: (919) 528-1752<tel:%28919%29%20528-1752>
Fax: (919) 528-1376<tel:%28919%29%20528-1376>
deana.cunningham at granvillecounty.org<mailto:deana.cunningham at granvillecount=
y.org>
--
Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services,
York County Library System
"You can never get a cup of tea large enough or a book long enough to suit =
me."
=AF C.S. Lewis<http://www.goodreads.com/author/show/1069006.C_S_Lewis>
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<div class=3D"WordSection1">
<p class=3D"MsoNormal"><span style=3D"font-size:11.0pt;font-family:"Ca=
libri","sans-serif";color:#1F497D">Hi All,<o:p></o:p></span>=
</p>
<p class=3D"MsoNormal"><span style=3D"font-size:11.0pt;font-family:"Ca=
libri","sans-serif";color:#1F497D"><o:p> </o:p></span><=
/p>
<p class=3D"MsoNormal"><span style=3D"font-size:11.0pt;font-family:"Ca=
libri","sans-serif";color:#1F497D">Since participating in th=
e Hackfest, I’m curious about this… As with the attached exampl=
e, I see many instances on the General email list that a very busy
contributor generously takes the time to give a comprehensive answer to a =
question. Would it be beneficial simply to add the text Launchpad to =
insure, if not already present, that the information resides in the documen=
tation to perhaps become a starting point
to fill it in. <o:p></o:p></span></p>
<p class=3D"MsoNormal"><span style=3D"font-size:11.0pt;font-family:"Ca=
libri","sans-serif";color:#1F497D"><o:p> </o:p></span><=
/p>
<p class=3D"MsoNormal"><span style=3D"font-size:11.0pt;font-family:"Ca=
libri","sans-serif";color:#1F497D">… or maybe thatR=
17;s another action item for DIG to comb the General list discussions=
to pull out items that are useful to add… or perhaps someone has alr=
eady
done it?<o:p></o:p></span></p>
<p class=3D"MsoNormal"><span style=3D"font-size:11.0pt;font-family:"Ca=
libri","sans-serif";color:#1F497D"><o:p> </o:p></span><=
/p>
<p class=3D"MsoNormal"><span style=3D"font-size:11.0pt;font-family:"Ca=
libri","sans-serif";color:#1F497D">June <o:p></o=
:p></span></p>
<p class=3D"MsoNormal"><span style=3D"font-size:11.0pt;font-family:"Ca=
libri","sans-serif";color:#1F497D"><o:p> </o:p></span><=
/p>
<div style=3D"border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in =
0in 0in">
<p class=3D"MsoNormal"><b><span style=3D"font-size:10.0pt;font-family:"=
;Tahoma","sans-serif"">From:</span></b><span style=3D"font-s=
ize:10.0pt;font-family:"Tahoma","sans-serif""> open-ils=
-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces=
@list.georgialibraries.org]
<b>On Behalf Of </b>Rogan Hamby<br>
<b>Sent:</b> Monday, December 16, 2013 2:11 PM<br>
<b>To:</b> Evergreen Discussion Group<br>
<b>Subject:</b> Re: [OPEN-ILS-GENERAL] Question regarding circulation polic=
ies<o:p></o:p></span></p>
</div>
<p class=3D"MsoNormal"><o:p> </o:p></p>
<div>
<p class=3D"MsoNormal">Hi Deana,<o:p></o:p></p>
<div>
<p class=3D"MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class=3D"MsoNormal">Your question touches on the issues of weighting. &n=
bsp;Policies are made to use weights as you define them under Admin -> S=
erver Administration -> Circulation Matchpoint Weights. So, if you=
put no weight to a given variable (user groups, location,
circ mod, etc...) it actually won't matter at all. When a circulatio=
n is invoked the variables for the circulation are compared to those weight=
s and the policies that could potentially be matched are looked at to see w=
hich is invoked. In case of a tie the
lowest value id on in the table is used, IIRC. <o:p></o:p></p>
</div>
<div>
<p class=3D"MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class=3D"MsoNormal">So, it's not so much a hierarchy as a which is the b=
est match. Now, you could use weights and design your policies to cre=
ate your own hierarchy (as we've done where each county has its own rules).=
To accomplish this our circ libraries
have a very high weight so that their rules take effect. <o:p></o:p>=
</p>
</div>
<div>
<p class=3D"MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class=3D"MsoNormal">From there it actually benefits the more specific no=
t the more generic. The next part I'm in danger of not explaining wel=
l and it's been a long time since I had to do so but I will try. Let'=
s assume that you have a structure like Users
-> Patrons -> Juveniles. Technically, a Juvenile is also a Use=
r but the Juvenile is more specific. So now let's assume that you def=
ine a policy so that it applies to all Users but another that specifies Juv=
eniles (and all other variables are the same) and
a patron goes to checkout. The patron is a Juvenile and thus by defi=
nition a User as well. But the Juvenile policy will take effect since=
it's a closer match to the patron and thus will end up with more weight. &=
nbsp;<o:p></o:p></p>
</div>
<div>
<p class=3D"MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class=3D"MsoNormal">Does that make more sense? So, the more specif=
ic the better but depending on how you create your weights even a very spec=
ific match can be over ridden by something more general if you've given tha=
t other variable more weight. <o:p></o:p></p>
</div>
</div>
<div>
<p class=3D"MsoNormal" style=3D"margin-bottom:12.0pt"><o:p> </o:p></p>
<div>
<p class=3D"MsoNormal">On Mon, Dec 16, 2013 at 1:53 PM, Deana Cunningham &l=
t;<a href=3D"mailto:deana.cunningham at granvillecounty.org" target=3D"_blank"=
>deana.cunningham at granvillecounty.org</a>> wrote:<o:p></o:p></p>
<div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif"">Hello again,
<o:p></o:p></span></p>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif""><o:p> </o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif"">We have a mishmash of circulation polici=
es due primarily to my ignorance when we suddenly went live without a circ =
policy in sight! I ended up creating them "on the fly" as
they were needed, and now I have a problem with items not charging the cor=
rect fines. The only place I've noticed it so far is with staff accounts, a=
nd we are all aware that Evergreen is charging staff fines when it shouldn'=
t be, so we correct them as we go.
What I am more concerned about is the patrons, who haven't got a clue whet=
her we are over- or undercharging them. <o:p></o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif""><o:p> </o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif"">Anyway, my question is in regards to the=
hierarchy of policies. If there is a policy set at the "Users" l=
evel, does that policy supersede the "Patron" level policy? Commo=
n
sense tells me that the lower level ("Patron", in this example) =
should supersede "Users", but I am just not sure. <o:p></o:p=
></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif""><o:p> </o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif"">I am also in a bit of a conundrum about =
how to change circ policies with items currently circulating. We are gettin=
g a test server set up so I can try some things, but I'm
not ever sure how I would tell what the ramifications are unless I set up =
fake checkouts on the test server for every type of item/patron combination=
, then change the circ policies and see what impact that has on current che=
ckouts. Other areas of Evergreen
seem to hold with the information available at the time of the transaction=
(i.e. if a book is checked out today with a circ policy that says it charg=
es .15/day late fees, then tomorrow the policy is changed to .10/day late f=
ees, the item will still be charged
.15/day as that was the rule in place when it was checked out). Am I right=
about this?<o:p></o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif""><o:p> </o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif"">Thanks!<o:p></o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif""><o:p> </o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif"">Deana<o:p></o:p></span></p>
</div>
<div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif";color:#888888"><o:p> </o:p></span></=
p>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif";color:#888888">Deana Cunningham
<o:p></o:p></span></p>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif";color:#888888">Branch Manager, South Bran=
ch Library<o:p></o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif";color:#888888">1550 S. Campus Dr.<o:p></o=
:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif";color:#888888">Creedmoor, NC 27522<o:p></=
o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif";color:#888888">Phone:
<a href=3D"tel:%28919%29%20528-1752" target=3D"_blank">(919) 528-1752</a><o=
:p></o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif";color:#888888">Fax:
<a href=3D"tel:%28919%29%20528-1376" target=3D"_blank">(919) 528-1376</a><o=
:p></o:p></span></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.0pt;font-family:"Ta=
homa","sans-serif";color:#888888"><a href=3D"mailto:deana.cu=
nningham at granvillecounty.org" target=3D"_blank">deana.cunningham at granvillec=
ounty.org</a><o:p></o:p></span></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<p class=3D"MsoNormal"><br>
<br clear=3D"all">
<o:p></o:p></p>
<div>
<p class=3D"MsoNormal"><o:p> </o:p></p>
</div>
<p class=3D"MsoNormal">-- <o:p></o:p></p>
<div>
<p class=3D"MsoNormal"><o:p> </o:p></p>
<div>
<p class=3D"MsoNormal">Rogan Hamby, MLS, CCNP, MIA<o:p></o:p></p>
</div>
<div>
<p class=3D"MsoNormal">Managers Headquarters Library and Reference Services=
, <o:p></o:p></p>
</div>
<div>
<p class=3D"MsoNormal">York County Library System<o:p></o:p></p>
</div>
<div>
<p class=3D"MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class=3D"MsoNormal"><span style=3D"font-size:10.5pt;font-family:"Ge=
orgia","serif";color:#181818;background:white">“You ca=
n never get a cup of tea large enough or a book long enough to suit me.R=
21; </span><span style=3D"font-size:10.5pt;font-family:"Georgia&q=
uot;,"serif";color:#181818"><br>
<span style=3D"background:white">=AF </span></span><a href=3D"http://w=
ww.goodreads.com/author/show/1069006.C_S_Lewis" target=3D"_blank"><span sty=
le=3D"font-size:10.5pt;font-family:"Georgia","serif";co=
lor:#666600;background:white">C.S. Lewis</span></a><o:p></o:p></p>
</div>
</div>
</div>
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