Hi Noah, I'm no expert on this matter, but I find your problem intriguing.
(And, wow, what a list of libraries in the consortium!) What you didn't
happen to include in your reports is a sample of the rules that are set in
your system. I don't want to assume that the rules you have in place fit
the system's apparent or declared logic. Could you provide a few
examples, including relevant entries from "Standard rules for all
libraries"?

I would expect that if, in "Circulation and fine rules" you had:

Select a library :  Standard rules for all libraries
Patron category: Patron
Item type: Book
Loan period: 60

and:

Select a library :  University of Indianapolis
Patron category: Patron
Item type: Book
Loan period: 90

and in the System preference CircControl:

Use the calendar and circulation rules of: "the library the item is from."
OR "the library the patron is from."

then:

- a Patron assigned to the University of Indianapolis checking out a Book
from the University of Indianapolis would receive it for 90 days, because
of the logic of Rule #1:
-- same library, same patron category, same item type

but:

- a Patron assigned to Taylor University checking out a Book from the
University of Indianapolis would receive it for 60 days, because of the
logic of Rule #5 (Rules #2-4 don't apply due to their "same library" logic):
-- default (all libraries), same patron category, same item type

Does that fit both your own understanding and what you have specified in
the rules?

Regards,

David Liddle
System Administrator
[email protected] (but not for this list)

Wycliff e.V., https://wycliff.de
Seminar für Sprache und Kultur, https://spracheundkultur.org
Internationales Tagungszentrum Karimu, https://karimu.de

On Thu, Oct 9, 2025 at 9:21 PM Noah Brubaker <[email protected]> wrote:

> Thank you Caroline, for the quick response!
>
> I tried all three of the options there with what seem to be the same
> result.  I believe this is because with each CircControl Setting the
> following happens:
> 1.  "the library the item is from" - will circulate the item with the rules
> that apply to the institutions own/home patrons to another patron
> regardless of their home library
> 2. "the library the patron is from" - will circulate with rules from the
> patron's home library NOT the library loaning the item
> 3. "the library you are logged in at" - got the same result here but not
> sure why - I think this setting is for instances where you might want to
> check out as if you were another library in special cases
>
> If these are the only options, and I am not missing something,  it seems
> another could be added:
> "the loaning library" which could consider the patron's home library first
> then match for patron/item categories
>
> Are there any other settings or is there something about "the library you
> are logged in at" that could be used here?
>
> ---Noah
>
>
>
> Noah Brubaker
>
> PALNI Associate Director
>
> (317)721-8198 | [email protected] | www.palni.edu
>
> c/o Irwin Library, 4553 Clarendon Road, Indianapolis, IN 46208
>
>
>
>
> On Thu, Oct 9, 2025 at 3:06 PM Caroline Cyr La Rose <
> [email protected]> wrote:
>
> > Hi Noah,
> >
> > Maybe someone more knowledgable about consortia issues can answer, but
> > my first instinct is to ask what is the setting you set in the
> > CircControl system preference?
> >
> > When Koha says "same library", it will look at the library of the item
> > or the patron depending on CircControl.
> >
> > Regards,
> >
> > Caroline
> >
> > On 2025-10-09 14:51, Noah Brubaker wrote:
> > > Hello,
> > >
> > > We are a consortium of libraries and trying to grasp circulation for
> Koha
> > > in a group scenario as we are having some challenges understanding what
> > is
> > > possible.  We are separate libraries in a shared instance and with a
> > shared
> > > patron/bib database.  What we would like to have happen is:
> > >
> > > 1.  A patron from one institution can borrow from another (either walk
> in
> > > person or via placing a hold) using fixed consortial borrowing rules.
> For
> > > example 60 days for a book.  This should be separate from the lending
> > > library's own local patrons which may get more generous terms.
> > >
> > > 2.  We would like to have a single set of patron categories that are
> > > standard across the group.  For example Faculty, Student, etc.
> > >
> > > The issue seems to be that Koha views the patron as "local" rather than
> > > from another library.  Is there a way for Koha to be configured to take
> > > into account a patron's home library when determining rules?
> > >
> > > We would like to have the default most general rule be our reciprocal
> > > lending terms (60 days for a book), but it seems that Koha always lends
> > the
> > > item as if the patron is part of the library lending it - rather than a
> > > patron not affiliated directly with that library.
> > >
> > > Please let me know if I can clarify, but it seems there should be a
> > setting
> > > somewhere or something in the rules definitions we are missing.  We
> > noticed
> > > in the rules definition there is the term "same library" which is
> > > considered by the system but it doesn't seem to be doing that in
> regards
> > to
> > > the patron and their home library.
> > >
> > > We were hoping to avoid needing separate patron types for all of our
> > > libraries to make this work, if possible.
> > >
> > > Thanks so much!
> > >
> > > ---Noah
> > >
> > >
> > >
> > > Noah Brubaker
> > >
> > > PALNI Associate Director
> > >
> > > (317)721-8198 | [email protected] | www.palni.edu
> > >
> > > c/o Irwin Library, 4553 Clarendon Road, Indianapolis, IN 46208
> > > _______________________________________________
> > >
> > > Koha mailing list  http://koha-community.org
> > > [email protected]
> > > Unsubscribe: https://lists.katipo.co.nz/mailman/listinfo/koha
> >
> > Caroline Cyr-La-Rose, M.L.I.S. (she/her)
> > Librarian | Product Manager
> >
> > 1-833-INLIBRO (465-4276), ext. 221
> > [email protected]
> > https://www.inLibro.com
> >
> > _______________________________________________
> >
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> > [email protected]
> > Unsubscribe: https://lists.katipo.co.nz/mailman/listinfo/koha
> >
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