[OPEN-ILS-GENERAL] Hold Policy Configuration

[Thomas Berezansky]

To my knowledge, in pre-2.1 there are two ways to do indb holds. If  
you are using scripts then you might as well ignore everything I am  
about to say. ;)

The two ways, controlled by a flag (internal or global, can't recall  
which) are:
1 - Based on the requester (the default)
2 - Based on the user (enabled by the flag)

If you are basing on the user you can't make decisions based on  
requester. If you are basing on the requester you can't make decisions  
based on the user.

In 2.1 I brought the user level check out in addition to the  
requester, and you can thus make decisions based on both at the same  
time. But you aren't on 2.1, so back on topic...

What you want to do I suspect would only be possible in "based on  
requester" mode, and you would have rules for patrons and rules for  
staff. Patrons requesting holds (for themselves) get the max hold  
restriction, staff requesting holds (for themselves *or* patrons)  
would not.

This also fails if staff are patrons granted rights via secondary  
groups, as only primary groups count in the various checks.

Thomas Berezansky
Merrimack Valley Library Consortium


Quoting Anoop Atre <anoop.atre at mnsu.edu>:

> Basically we are trying to set patron groups up with max holds (say  
> 12) but when a staff member logs in they should be able to override  
> the patron's holds limit and place a hold.
>
> How does one get this to work?
>
> Thanks much!
>
> On 06/03/2011 01:16 PM, Turner, Jennifer M wrote:
>> Hello all,
>>
>> We have been trying to add complexity to our hold policy  
>> configuration for a couple of weeks now without luck.  What we  
>> would like to see is the following:
>>
>> Most patron groups are limited to placing a maximum of 15 holds.   
>> Staff are unable to place unlimited holds FOR patrons.
>> Some patron groups are exempt from the 15-hold policy (either  
>> unlimited or a higher limit).  Staff would still be able to place  
>> unlimited holds for these groups.
>>
>> We had the 15-hold maximum working for the necessary patron groups  
>> in 1.6, though we are now on 2.0.6.  How do we add in the staff  
>> exceptions?  There is a "requestor" and a "user" - for the staff  
>> exceptions, which one should be set as "staff" and which one should  
>> be set as the patron group?  I have tried both and can't seem to  
>> create the rule and exception - I either get 100% unlimited holds  
>> (patron-placed and staff-placed) or get the 15 hold limit for both  
>> staff- and patron-placed holds.
>>
>> Does anyone have similar hold policies working correctly?  How do  
>> you have them set?
>>
>> Thanks!
>> Jenny
>>
>>
>> Jennifer Turner | PALS, A Program of the Minnesota State Colleges  
>> and Universities | 507-389-2000
>>
>>
>
>
> -- 
>
> Anoop Atre
> IS Developer & Integrator, MnPALS
> PH: 507.389.5060
> OF: 3022 Memorial Library (Office-ML 3022)
> -- 
> "Mit der Dummheit kämpfen Götter selbst vergebens"
>  ~ Johann Christoph Friedrich von Schiller
>