Here's a text doc on Circ Duration Rules, Recurring Fine Rules, and Max Fine
Rules from the staff client side, covering: basic concepts, random notes on the
interface, elements of the rule, create new, edit existing, and delete. Nothing
very insightful...
Anything like what you are looking for?
It is formatted in markup for our wiki, but pretty basic.
Lindsay Stratton
Training Coordinator
Pioneer Library System
2557 State Rte 21
Canandaigua, NY 14424
http://www.pls-net.org
----- Original Message -----
> From: "June Rayner" <[email protected]>
> To: "Evergreen Discussion Group"
> <[email protected]>, "Documentation
> discussion for Evergreen software"
> <[email protected]>
> Sent: Thursday, March 8, 2012 12:39:29 PM
> Subject: [OPEN-ILS-DOCUMENTATION] Looking for some Release 2.1
> Documentation - Circulation Rules
> Hi Folks
> Does anyone have any documentation, in any form, size, shape, or
> degree of completeness, that I can use for the Version 2.1 DIG
> documentation? I’m working on the System Administration sections
> about rules
> - Circulation Duration Rules
> - Circulation Recurring Fine Rules
> - Circulation Max Fine Rules
> - Circulation Recurring Fine Rules
> Thanks very much!
> June Rayner
> ILS Application Team
> (412) 622-1941
> [email protected]
> _______________________________________________
> OPEN-ILS-DOCUMENTATION mailing list
> [email protected]
> http://list.georgialibraries.org/mailman/listinfo/open-ils-documentation
Admin > Server Administration > Circ Duration Rules
---+ Circ Duration Rules
v.2.1
%TOC%
---++ Concepts
Part of the Circulation Policies that determine how materialc circulate, Circ
Duration Rules define the length of a loan period and maximum renewals. Used in
conjunction with Cirulation Modifier, Recurring Fines Rules, Max Fine Rules,
patron Permission Group, and Org Unit in the Circulation Policies map.
---+++ Circ Duration Rule interface
* Displays only 9 rules per "page" navigable by clicking back or next
* Click / double click on column header to change sort order
---++ Elements of a Circ Duration Rule
* name - apears in selection lists, other configuration screens
* max_renewal - number of allowed renewals
* shrt [sic] - short loan duration
* normal - mid-length (or, local 'default') duration
* extended - long loan duration
---++ Create new Duration Rule
1 From the Staff Client Admin Menu, select Server Administration >
Circulation Duration Rules
1 Click New Duration Rule
1 In the dialog box, enter values for:
* name
* max_renewals
* shrt
* normal
* extended
1 Click Save
1 Rule is added to the list
%X% Values for short/normal/long may all be the same
---++ Edit an Existing Rule
1 In the list of rules, double click the rule to edit
1 In the dialog box, make necessary changes
1 Click Save
1 Rule is updated
---++ Delete Selected rule
1 In the list of rules, click in the select box before the rule to delete
1 Click Delete Selected
1 Rule is deleted; there is no opportunity to cancel
Admin > Server Administration > Circulation Recurring Fine Rules
---+ Recurring Fine Rules
v.2.1
%TOC%
---++ Concepts
Part of the Circulation Policies that determine how materialc circulate,
Recurring Fine Rules define daily overdue fines and any grace period before
fines start to accure. Used in conjunction with Cirulation Modifier, Circ
Duration Rules, Max Fine Rules, patron Permission Group, and Org Unit in the
Circulation Policies map.
---+++ Circ Duration Rule interface
* Displays 14 rules per "page", with slider, regardless of size of window;
navigable by clicking back or next
* Click / double click on column header to change sort order
---++ Elements of a Recurring Fine Rule
* name - apears in selection lists, other configuration screens
* recurrence_interval - frequency with which fines are assessed
* low - low daily fine
* normal - moderate (or, local 'default') daily fine
* high - high daily fine
* grace_period - amount of time after the item's due date before fines are
assessed
---++ Create new Recurring Fine Rule
1 From the Staff Client Admin Menu, select Server Administration >
Circulation Recurring Fine Rules
1 Click New Recurring Fine Rule
1 In the dialog box, enter values for:
* name
* recurrence_interval
* low
* normal
* high
* grace_period - if grace period is left blank, 1 day will be
automatically added
1 Click Save
1 Rule is added to the list
---++ Edit an Existing Rule
1 In the list of rules, double click the rule to edit
1 In the dialog box, make necessary changes
1 Click Save
1 Rule is updated
---++ Delete Selected rule
1 In the list of rules, click in the select box before the rule to delete
1 Click Delete Selected
1 Rule is deleted; there is no opportunity to cancel
Admin > Server Administration > Circulation Max Fine Rules
---+ Max Fine Rules
v.2.1
%TOC%
---++ Concepts
Part of the Circulation Policies that determine how materialc circulate, Max
Fine Rules define the dollar amount at which fines stop accuring (see also:
StopFinesReason > Maxfines). Used in conjunction with Cirulation Modifier, Circ
Duration Rules, Recurring Fines Rules, patron Permission Group, and Org Unit in
the Circulation Policies map.
---++ Elements of a Max Fine Rule
* Rule Name - apears in selection lists, other configuration screens
* Max Fine Amount - dollar amount
* Is Percent - true or false value, ??
---++ Create new Max Fine Rule
1 From the Staff Client Admin Menu, select Server Administration >
Circulation Max Fine Rules
1 Click New Max Fine Rule
1 In the dialog box, enter values for:
* Rule Name
* Max Fine Amount
* Is Percent - leave unchecked for False
1 Click Save
1 Rule is added to the list
---++ Edit an Existing Rule
1 In the list of rules, double click the rule to edit
1 In the dialog box, make necessary changes
1 Click Save
1 Rule is updated
---++ Delete Selected rule
1 In the list of rules, click in the select box before the rule to delete
1 Click Delete Selected
1 Rule is deleted; there is no opportunity to cancel
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