[OPEN-ILS-GENERAL] circulation policies set up problems

[Michele Morgan]

Janice,

Regarding the "default" policy, I think you mean a policy that applies when no 
other policy configured in the circulation policy table does.

To add one of these, set the Permission Group to your most generic one, probably 
"Users" and the Org Unit to the top unit in the tree.

Leave everything else "above the line" blank. Then below the line, fill in how 
you want those items to circulate (or not, if appropriate).

Adding Circulation policies confused me at first until I realized that the line 
that appears above "Circulate" when you are adding a policy is significant.

What you set "above the line" are attributes that match attributes of the user, 
item, and place of the transaction, and what you set "below the line" are the 
policies that apply to the matching transaction.

Hope this helps,
Michele

On 6/16/2014 3:17 PM, Janice Huber wrote:
> Still struggling with set up questions:
> 1. How can you "delete" a policy you set up and think you don't need?
> 2. If the default policy was deleted, how can you set up a new one *or* find out
> which is the real "default" policy to build from.
> 3. If you can set the "Circulate?" or "Reference?" at the item level, why is it
> also available at the policy level?
>
> Thanks all...
>
>
> Janice Huber
> Information Commons Manager
> 204 N Lexington Ave
> Wilmore, KY 40390
> 859.858.2230

-- 
Michele Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmorgan at noblenet.org