Stuart,

This concise description of the behavior in your system is very helpful and a 
good framework for communicating with both staff and patrons.

Ruth Frasur
Evergreen Support and Development Administrator
Indiana State Library
140 N Senate Ave
Indianapolis, IN  46204
(317) 460-7556

________________________________
From: Open-ils-general <open-ils-general-boun...@list.georgialibraries.org> on 
behalf of Forrest, Stuart <sforr...@bcgov.net>
Sent: Thursday, November 21, 2019 9:44 AM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

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________________________________

Hi



We are a library system that is part of a consortium (SCLENDS) and at the 
moment the only system that is using auto-renewal and this is what we have 
found so far.



1.               The three-day notice will still go out reminding patrons there 
books are due. (Our patrons see this as just a reminder)

2.               Auto-renewal happens 1 day before the books are due and the 
appropriate auto-renewal notice goes out then.

3.               An item won’t auto-renew if one of the following is true.

a.               The item is required for a hold

b.               Patrons' account has expired while they had the item checked 
out

c.                Fines have reached the maximum allowed

d.               Maximum auto-renewals have been reached.

4.               The auto-renewal notice will give a reason if the process 
failed referencing those case for example mentioned above.

5.               Let's say you pick a start date of 1st of December then 
anything that is checked out before this date will NOT auto-renew. Anything 
checked out on or after this date WILL. Eventually, of course, all items will 
auto-renew, we worked out that should take about 9 weeks from the start date.

6.               We decided to have the same amount of auto-renewals as hard 
renewals to avoid less confusion for the patrons.

7.               If you have any items that checkout for less than 8 hours and 
have 0 renewals this can confusing, but Equinox found a workaround for us.

8.               If a patron from say Beaufort (BCL) comes to Calhoun and 
checks out a book at one of your libraries, that book will auto-renew also. On 
the other hand, if you transit an item to an SCLENDS member who is not doing 
auto-renewals that item will not auto-renew.



If you have any questions, please let me know.



Stuart



------------------------------------------------------------------------------------------

Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System

311 Scott Street, Beaufort, SC 29902

843 255 6450

sforr...@bcgov.net

beaufortcountylibrary.org



From: Open-ils-general <open-ils-general-boun...@list.georgialibraries.org> On 
Behalf Of Diane Disbro
Sent: Thursday, November 21, 2019 9:39 AM
To: Evergreen Discussion Group <open-ils-general@list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature



[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.

I really appreciate this discussion! I want anecdotal information to share with 
my administration as we consider auto renewal.



Thank you.

Diane Disbro

Pronouns: she/her

Branch Manager/Circulation Coordinator

Union Branch

Scenic Regional Library

251 Union Plaza Drive

Union, MO     63084

(636) 583-3224

ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>

[Image result for librarians rock]









On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams 
<gs...@roanoketexas.com<mailto:gs...@roanoketexas.com>> wrote:

I would like to add that if you currently send out pre-due notices that it’s 
probably ideal to stop those as the auto-renew notifications serve the same 
purpose in general.  Jordan touched on that briefly there, but it was something 
we dealt with as well and I wanted to state it outright since it could be 
overlooked.



Thanks,

Geoff Sams

Library Manager

Roanoke Public Library

817-491-2691



From: Open-ils-general 
<open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Elizabeth Davis
Sent: Tuesday, November 19, 2019 11:37 AM
To: Evergreen Discussion Group 
<open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature



Thank you both.  This has given us more to talk about and consider.



Elizabeth



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Tuesday, November 19, 2019 12:29 PM
To: Evergreen Discussion Group 
<open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature



We also implemented auto renew in late February this year (we are also the 
other library Geoff mentioned). It was a little rocky at first, being the test 
library for implementation, but once we worked out the kinks it has been smooth 
sailing.



Overall patrons have been very happy with it though we did have one patron that 
did not like the fact that the items renewed before their actual due date. Yes, 
we are also the library Geoff mentioned whose items auto renew before their due 
date. Thankfully it was resolved after speaking with the patron and explaining 
renewals, how auto renewal works etc. I have started looking at changes to this 
as I would prefer for the items to renew on their due date. The setup is what 
it is due to how courtesy notices are set up.



Geoff mentioned the issues with generating notices.



For patrons with no email/sms; we tend to just explain to patrons about how 
auto renewal works if they ask about it. After a few times it sinks in and they 
come to expect it. We do not require email address so, personally, I look at it 
as if a patron does not want notifications from the library that is their 
choice. Can't force it on them.



We had already taken measures years ago to reduce fines (80% reduction!!!!) so 
the impact that auto renewal has had is minuscule but as it was mention if 
fines are a source of revenue auto renewal may not be a good fit.



I would echo Geoffs recommendations for implementation. It was something that I 
overlooked and has been a thorn in my side since. Not only to give patrons time 
to return items but also so you o not have a mess of notices like we do. 
Simplicity.



Thanks,

Jordan Woodard

Aubrey Area Library



On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams 
<gs...@roanoketexas.com<mailto:gs...@roanoketexas.com>> wrote:

We implemented auto renew back in March this year and things have gone fairly 
smoothly with the implementation for my library.



Generally, the patrons have been happy about it.  We did have one complaint 
that boiled down to a patron simply not wanting to be notified at all, which 
was an interesting one for me, but that was certainly possible to fix for us.



The only rocky start part was getting our notices to generate properly.  The 
stock notice wording was a little too generic, so we made changes that took a 
bit of work to get implemented properly.



We don’t really have the email/sms issue, so I’m not sure what the best course 
of action would be for that to be completely honest.  I have some ideas, but 
I’m not sure if any of them would be viable over the long run.



This has drastically reduced fines here, for the moment.  It’s not a forever 
renewal process, so I do still see fines, but it has generally decreased fines 
across the board.  We don’t rely on fine income for operation here, so this 
isn’t a giant issue for us, but if you do rely on fine income I’d probably 
recommend against implementing such a process.  With that said, my staff spend 
a lot less time dealing with fine related issues, and I believe it’s enough to 
have saved money in general.



For implementation, I’d recommend one of two options for the sake of making 
things reasonable.  Either set the renewal to happen a few days before the due 
date so that patrons have time to return materials that are not renewed, or set 
the renewal on the due date but add a multi-day grace period for the same 
reason.  We renew on the due date and give patrons 3 grace days to return the 
item to avoid fines.  Another library in my consortium renews the item 3 days 
before the due date instead.  Both work, but I think the important factor is 
allowing patrons the time to return items.



Thanks,

Geoff Sams

Library Manager

Roanoke Public Library

817-491-2691



From: Open-ils-general 
<open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Elizabeth Davis
Sent: Monday, November 18, 2019 12:09 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Auto Renew Feature



Hello Everyone,



For those of you who are using the Auto Renew feature, how is it going? What 
are the general impressions from patrons? Was it a rocky start?   We have some 
concerns about how staff deal with patrons who do not have email or sms 
notification capabilities. How did you deal with this aspect?  Any unexpected 
financial impacts in terms of fine revenue? What are your suggestions for those 
interested in implementing it?



Thank you,





Elizabeth Davis

Head of Digital Services

Scranton Public Library

500 Vine Street

Scranton, PA 18509

Office 570-348-3000 ext. 3050

Cell 570-795-4332

eda...@albright.org<mailto:eda...@albright.org>

pronouns: she/her/hers








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