[OPEN-ILS-GENERAL] Can you answer these questions three?

[Lori Bowen Ayre]

Great explanation, Ben!

On Tue, Feb 8, 2011 at 4:55 PM, Ben Shum <bshum at biblio.org> wrote:

>  Hi Rebecca,
>
> I'll make an attempt at trying to explain how the circ/hold behavior might
> work.  You asked: "I guess what my question is whether or not it’s possible
> to limit holds by age while not limiting circulation (i.e. adults can take
> out material with a collection code of JFIC, but they can’t put holds on
> it)"
>
> In Evergreen, circ/hold behavior is defined using circulation modifiers
> (circ mods, for short).  "Collection code" sounds like it would roughly
> translate to an Evergreen copy location (which acts more like a label
> defining its place in the library and doesn't fully control the behavior of
> an item).  Each patron group would be a "permission group".  In more recent
> versions of Evergreen, circ/hold behavior is setup using policy editors
> (found in Admin --> Local Administration --> Circulation Policy Editor  Hold
> Policies Editor) that relate to tables in your Evergreen database.  If you
> were to create two different circ mods for your collection, one for adult
> material and another for children, you can define different policies per
> circ mod per permission group.
>
> So for example, you had a circ mod of "abook" for adult material, vs.
> "jbook" for children, you could write your circ policies this:
>
> For the "adult" permission group, allow circulation of "abook" items.
> For the "adult" permission group, allow circulation of "jbook" items.
> For the "child" permission group, allow circulation of "jbook" items.
> For the "child" permission group, do NOT allow circulation of "abook"
> items.
>
> Then for the holds, you could define that:
>
> The "adult" permission group is allowed to place holds against items with a
> circ mod of "abook".
> The "adult" permission group is NOT allowed to place holds against items
> with a circ mod of "jbook".
> The "child" permission group is allowed to place holds against items with a
> circ mod of "jbook".
> The "child" permission group is NOT allowed to place holds against items
> with a circ mod of "abook".
>
> Using different circ mods, you can create many items for the same bib
> record in this fashion, but use the circ/hold policies to define different
> behavior for the items even though they may hang off the same record.
>
> I hope that helps a little, please feel free to ask more specifics about
> this to the general list and we'll do our best to answer.
>
> I'll leave your first two questions to those that may have more experience
> in explaining those areas.
>
> Cheers and happy migration!
>
> -- Ben
>
>
>
> On 02/07/2011 10:48 PM, Rebecca Larocque wrote:
>
>  Good evening all!
>
>
>
> My library is hoping to migrate to Evergreen sometime in June.  I’ve got
> questions coming out of the ying-yang, but here are a couple to get things
> started:
>
>
>
> Once upon a time, there was some discussion about homebound service.  What
> happened to that?  Is there a way to capture circ history for certain
> patrons?  Otherwise, what do libraries do for work-arounds?
>
>
>
> In the 2.0 version of EG, there is an Acquisitions module (and the users
> rejoiced!).  One of the features my Acq librarian is missing is the ability
> to apply vendor discounts to a) individual items or b) whole invoices. I’ve
> come up with a work-around which might work in the short term, but we’d like
> something for the long term; if anyone is doing development in this area (or
> is interested in it), we’d be happy to partner with someone.
>
>
>
> Finally (and this is a long one), I have a cataloguing question.  Patrons
> under the age of 12 are unable to take out material in the Adult department
> but adults are able to take out material in the Children’s department.  This
> creates problems when there is a popular children’s book that both the
> under-12 set and adults are interested in reading.  If there are copies
> available in Children’s department, under-12s and adults can put reserves on
> the copies but the under-12s don’t get priority (even though it’s material
> in their “department”).  The solution has been to have two separate bib
> records, one with copies in the Adult department and one with copies in the
> Children’s department; adult holds go on the adult copies, under-12 holds go
> on the Children’s copies.  There must be a way to do this in EG with one bib
> – the idea that I floated is we separate the departments into branches, with
> under-12s being members of the Children’s branch and only able to take
> material out from that branch.  However, adults need to be able to take out
> material from the Children’s department/branch which means they would be
> able to put holds on Children’s material and then we’re back to the original
> problem of adults getting on the list for Children’s material before the
> under-12s.
>
>
>
> (Clear as mud?  I’ve got a great interpretive dance I can do to highlight
> the main points!)
>
>
>
> I guess what my question is whether or not it’s possible to limit holds by
> age while not limiting circulation (i.e. adults can take out material with a
> collection code of JFIC, but they can’t put holds on it).
>
>
>
> Cheers!
>
> Rebecca
>
>
>
> Rebecca Larocque
>
> Head of Information Services
>
> North Bay Public Library
>
> 271 Worthington St. E.
>
> North Bay, ON    P1B 1H1
>
> Phone: (705) 474-4830 x2821
>
> Fax: (705) 495-4010
>
>
>
>
>
>
> --
> Benjamin Shum
> Open Source Software Coordinator
> Bibliomation, Inc.
> 32 Crest Road
> Middlebury, CT 06762
> 203-577-4070, ext. 113
>
>


-- 

=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-=
Lori Bowen Ayre // Library Technology Consultant
The Galecia Group // www.galecia.com
(707) 763-6869 // Lori.Ayre at galecia.com

<Lori.Ayre at galecia.com>Specializing in open source ILS solutions, RFID,
filtering,
workflow optimization, and materials handling
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