Great explanation, Ben! On Tue, Feb 8, 2011 at 4:55 PM, Ben Shum <[email protected]> wrote:
> Hi Rebecca, > > I'll make an attempt at trying to explain how the circ/hold behavior might > work. You asked: "I guess what my question is whether or not it’s possible > to limit holds by age while not limiting circulation (i.e. adults can take > out material with a collection code of JFIC, but they can’t put holds on > it)" > > In Evergreen, circ/hold behavior is defined using circulation modifiers > (circ mods, for short). "Collection code" sounds like it would roughly > translate to an Evergreen copy location (which acts more like a label > defining its place in the library and doesn't fully control the behavior of > an item). Each patron group would be a "permission group". In more recent > versions of Evergreen, circ/hold behavior is setup using policy editors > (found in Admin --> Local Administration --> Circulation Policy Editor Hold > Policies Editor) that relate to tables in your Evergreen database. If you > were to create two different circ mods for your collection, one for adult > material and another for children, you can define different policies per > circ mod per permission group. > > So for example, you had a circ mod of "abook" for adult material, vs. > "jbook" for children, you could write your circ policies this: > > For the "adult" permission group, allow circulation of "abook" items. > For the "adult" permission group, allow circulation of "jbook" items. > For the "child" permission group, allow circulation of "jbook" items. > For the "child" permission group, do NOT allow circulation of "abook" > items. > > Then for the holds, you could define that: > > The "adult" permission group is allowed to place holds against items with a > circ mod of "abook". > The "adult" permission group is NOT allowed to place holds against items > with a circ mod of "jbook". > The "child" permission group is allowed to place holds against items with a > circ mod of "jbook". > The "child" permission group is NOT allowed to place holds against items > with a circ mod of "abook". > > Using different circ mods, you can create many items for the same bib > record in this fashion, but use the circ/hold policies to define different > behavior for the items even though they may hang off the same record. > > I hope that helps a little, please feel free to ask more specifics about > this to the general list and we'll do our best to answer. > > I'll leave your first two questions to those that may have more experience > in explaining those areas. > > Cheers and happy migration! > > -- Ben > > > > On 02/07/2011 10:48 PM, Rebecca Larocque wrote: > > Good evening all! > > > > My library is hoping to migrate to Evergreen sometime in June. I’ve got > questions coming out of the ying-yang, but here are a couple to get things > started: > > > > Once upon a time, there was some discussion about homebound service. What > happened to that? Is there a way to capture circ history for certain > patrons? Otherwise, what do libraries do for work-arounds? > > > > In the 2.0 version of EG, there is an Acquisitions module (and the users > rejoiced!). One of the features my Acq librarian is missing is the ability > to apply vendor discounts to a) individual items or b) whole invoices. I’ve > come up with a work-around which might work in the short term, but we’d like > something for the long term; if anyone is doing development in this area (or > is interested in it), we’d be happy to partner with someone. > > > > Finally (and this is a long one), I have a cataloguing question. Patrons > under the age of 12 are unable to take out material in the Adult department > but adults are able to take out material in the Children’s department. This > creates problems when there is a popular children’s book that both the > under-12 set and adults are interested in reading. If there are copies > available in Children’s department, under-12s and adults can put reserves on > the copies but the under-12s don’t get priority (even though it’s material > in their “department”). The solution has been to have two separate bib > records, one with copies in the Adult department and one with copies in the > Children’s department; adult holds go on the adult copies, under-12 holds go > on the Children’s copies. There must be a way to do this in EG with one bib > – the idea that I floated is we separate the departments into branches, with > under-12s being members of the Children’s branch and only able to take > material out from that branch. However, adults need to be able to take out > material from the Children’s department/branch which means they would be > able to put holds on Children’s material and then we’re back to the original > problem of adults getting on the list for Children’s material before the > under-12s. > > > > (Clear as mud? I’ve got a great interpretive dance I can do to highlight > the main points!) > > > > I guess what my question is whether or not it’s possible to limit holds by > age while not limiting circulation (i.e. adults can take out material with a > collection code of JFIC, but they can’t put holds on it). > > > > Cheers! > > Rebecca > > > > Rebecca Larocque > > Head of Information Services > > North Bay Public Library > > 271 Worthington St. E. > > North Bay, ON P1B 1H1 > > Phone: (705) 474-4830 x2821 > > Fax: (705) 495-4010 > > > > > > > -- > Benjamin Shum > Open Source Software Coordinator > Bibliomation, Inc. > 32 Crest Road > Middlebury, CT 06762 > 203-577-4070, ext. 113 > > -- =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-=-=-=-=-=-= Lori Bowen Ayre // Library Technology Consultant The Galecia Group // www.galecia.com (707) 763-6869 // [email protected] <[email protected]>Specializing in open source ILS solutions, RFID, filtering, workflow optimization, and materials handling =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=
