We probably should put a really thorough documentation of this somewhere with examples. I lean towards the WIKI personally but opinions may vary. To be clear a really good write up will take a lot more than the relatively quick answer I gave here. :)
On Wed, Dec 18, 2013 at 10:20 AM, June Caola-Stokoe <[email protected]>wrote: > Hi All, > > > > Since participating in the Hackfest, I'm curious about this... As with the > attached example, I see many instances on the General email list that a > very busy contributor generously takes the time to give a comprehensive > answer to a question. Would it be beneficial simply to add the text > Launchpad to insure, if not already present, that the information resides > in the documentation to perhaps become a starting point to fill it in. > > > > ... or maybe that's another action item for DIG to comb the General list > discussions to pull out items that are useful to add... or perhaps someone > has already done it? > > > > June > > > > *From:* [email protected] [mailto: > [email protected]] *On Behalf Of *Rogan > Hamby > *Sent:* Monday, December 16, 2013 2:11 PM > *To:* Evergreen Discussion Group > *Subject:* Re: [OPEN-ILS-GENERAL] Question regarding circulation policies > > > > Hi Deana, > > > > Your question touches on the issues of weighting. Policies are made to > use weights as you define them under Admin -> Server Administration -> > Circulation Matchpoint Weights. So, if you put no weight to a given > variable (user groups, location, circ mod, etc...) it actually won't matter > at all. When a circulation is invoked the variables for the circulation > are compared to those weights and the policies that could potentially be > matched are looked at to see which is invoked. In case of a tie the lowest > value id on in the table is used, IIRC. > > > > So, it's not so much a hierarchy as a which is the best match. Now, you > could use weights and design your policies to create your own hierarchy (as > we've done where each county has its own rules). To accomplish this our > circ libraries have a very high weight so that their rules take effect. > > > > From there it actually benefits the more specific not the more generic. > The next part I'm in danger of not explaining well and it's been a long > time since I had to do so but I will try. Let's assume that you have a > structure like Users -> Patrons -> Juveniles. Technically, a Juvenile is > also a User but the Juvenile is more specific. So now let's assume that > you define a policy so that it applies to all Users but another that > specifies Juveniles (and all other variables are the same) and a patron > goes to checkout. The patron is a Juvenile and thus by definition a User > as well. But the Juvenile policy will take effect since it's a closer > match to the patron and thus will end up with more weight. > > > > Does that make more sense? So, the more specific the better but depending > on how you create your weights even a very specific match can be over > ridden by something more general if you've given that other variable more > weight. > > > > On Mon, Dec 16, 2013 at 1:53 PM, Deana Cunningham < > [email protected]> wrote: > > Hello again, > > > > We have a mishmash of circulation policies due primarily to my ignorance > when we suddenly went live without a circ policy in sight! I ended up > creating them "on the fly" as they were needed, and now I have a problem > with items not charging the correct fines. The only place I've noticed it > so far is with staff accounts, and we are all aware that Evergreen is > charging staff fines when it shouldn't be, so we correct them as we go. > What I am more concerned about is the patrons, who haven't got a clue > whether we are over- or undercharging them. > > > > Anyway, my question is in regards to the hierarchy of policies. If there > is a policy set at the "Users" level, does that policy supersede the > "Patron" level policy? Common sense tells me that the lower level > ("Patron", in this example) should supersede "Users", but I am just not > sure. > > > > I am also in a bit of a conundrum about how to change circ policies with > items currently circulating. We are getting a test server set up so I can > try some things, but I'm not ever sure how I would tell what the > ramifications are unless I set up fake checkouts on the test server for > every type of item/patron combination, then change the circ policies and > see what impact that has on current checkouts. Other areas of Evergreen > seem to hold with the information available at the time of the transaction > (i.e. if a book is checked out today with a circ policy that says it > charges .15/day late fees, then tomorrow the policy is changed to .10/day > late fees, the item will still be charged .15/day as that was the rule in > place when it was checked out). Am I right about this? > > > > Thanks! > > > > Deana > > > > Deana Cunningham > > Branch Manager, South Branch Library > > 1550 S. Campus Dr. > > Creedmoor, NC 27522 > > Phone: (919) 528-1752 > > Fax: (919) 528-1376 > > [email protected] > > > > > > -- > > > > Rogan Hamby, MLS, CCNP, MIA > > Managers Headquarters Library and Reference Services, > > York County Library System > > > > "You can never get a cup of tea large enough or a book long enough to suit > me." > -- C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis> > > _______________________________________________ > OPEN-ILS-DOCUMENTATION mailing list > [email protected] > http://list.georgialibraries.org/mailman/listinfo/open-ils-documentation > > -- Rogan Hamby, MLS, CCNP, MIA Managers Headquarters Library and Reference Services, York County Library System "You can never get a cup of tea large enough or a book long enough to suit me." -- C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
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