[OPEN-ILS-GENERAL] Hold Policy Configuration

[Anoop Atre]

Thanks Thomas based on your explanation we've got it working!

I had to turn the flag for circ.holds.usr_not_requestor in 
config.internal_flag to FALSE

Jenny, Wonder if the DIG folks need to document this for < 2.1

Also thanks to Ben Shum for helping tackle the issue!

Cheers

On 06/08/2011 05:35 PM, Thomas Berezansky wrote:
> 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
>>
>


-- 

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