I just reread your question. The circulation duration rules control how many times the item can auto renew. To turn it on is in the in the Notifications/Actions Triggers tab under Local Administration. Should be triggers for Autorenew and the notification, AutorenewNotify, that you can clone.
Apologies for the back-to-back messages. On Thu, Nov 21, 2019 at 10:39 AM Aubrey Area Library < [email protected]> wrote: > Haha Wong picture. > > On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library < > [email protected]> wrote: > >> Elizabeth >> >> You need to create new circulation duration rules and then change the >> circulation policies. Attached is a photo of on of our duration rules. >> >> On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis <[email protected]> >> wrote: >> >>> This has been so helpful. Thank you everyone. >>> >>> >>> >>> I’m setting up testing today and the only thing I’m not see is how to >>> set when the auto renew happens. I’m assuming that’s in the circulation >>> policy? >>> >>> >>> >>> Elizabeth >>> >>> >>> >>> *From:* Open-ils-general [mailto: >>> [email protected]] *On Behalf Of *Morgan, >>> Michele >>> *Sent:* Thursday, November 21, 2019 11:19 AM >>> *To:* Evergreen Discussion Group < >>> [email protected]> >>> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature >>> >>> >>> >>> This is a great discussion! >>> >>> Thought I'd share how we implemented autorenewals in NOBLE: >>> >>> A Library can opt in to autorenewal. Only their own items checked out at >>> their own library will be autorenewable. Network transfers are not >>> autorenewable. >>> >>> Autorenewal processing happens the morning the items are due so patrons >>> don't lose any time from their loan period. >>> >>> Our autorenewal action trigger uses a custom filter so that it only runs >>> for the libraries who have opted in, and does not attempt to process >>> autorenewals for checkouts that are not renewable at all. >>> >>> When a library opts in, and chooses a start date, we adjust their >>> duration rules to set the number of allowed autorenewals equal to the >>> number of allowed renewals. If a duration rule has zero allowed renewals, >>> we don't set a value for allowed autorenewals. This allows the action >>> trigger filter mentioned above the skip them. >>> >>> To avoid the transition issue with new checkouts vs. existing checkouts, >>> we update open circulations for the opting in library which are due on the >>> start date and beyond to set the autorenewal remaining field equal to the >>> renewal remaining field. In that way, items that were checked out prior to >>> the rule change will be eligible to autorenew. >>> >>> Feedback has been positive, though we have adjusted the notice language >>> a few times to make it less confusing. >>> >>> Hope this is helpful! >>> >>> -Michele >>> >>> -- >>> >>> Michele M. Morgan, Technical Support Analyst >>> >>> North of Boston Library Exchange, Danvers Massachusetts >>> >>> [email protected] >>> >>> >>> >>> >>> >>> >>> >>> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart <[email protected]> >>> wrote: >>> >>> 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 >>> >>> [email protected] >>> >>> beaufortcountylibrary.org >>> >>> >>> >>> *From:* Open-ils-general < >>> [email protected]> *On Behalf Of *Diane >>> Disbro >>> *Sent:* Thursday, November 21, 2019 9:39 AM >>> *To:* Evergreen Discussion Group < >>> [email protected]> >>> *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 >>> [email protected] 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 >>> >>> [email protected] >>> >>> [image: Image result for librarians rock] >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams <[email protected]> >>> 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 < >>> [email protected]> *On Behalf Of *Elizabeth >>> Davis >>> *Sent:* Tuesday, November 19, 2019 11:37 AM >>> *To:* Evergreen Discussion Group < >>> [email protected]> >>> *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:[email protected] >>> <[email protected]>] *On Behalf Of *Aubrey >>> Area Library >>> *Sent:* Tuesday, November 19, 2019 12:29 PM >>> *To:* Evergreen Discussion Group < >>> [email protected]> >>> *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 <[email protected]> >>> 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 < >>> [email protected]> *On Behalf Of *Elizabeth >>> Davis >>> *Sent:* Monday, November 18, 2019 12:09 PM >>> *To:* [email protected] >>> *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 >>> >>> [email protected] >>> >>> pronouns: she/her/hers >>> >>> >>> >>> >>> >>> >>> >>> >>> -- >>> >>> If you need further assistance, please contact the library at >>> 940-365-9162 or send a reply email. >>> Thank You, The Library Staff >>> >>> 226 Countryside Dr., Aubrey, TX 76227 >>> >>> >>> >>> >> >> -- >> >> If you need further assistance, please contact the library at >> 940-365-9162 or send a reply email. >> Thank You, The Library Staff >> >> 226 Countryside Dr., Aubrey, TX 76227 >> >> >> > > -- > > If you need further assistance, please contact the library at 940-365-9162 > or send a reply email. > Thank You, The Library Staff > > 226 Countryside Dr., Aubrey, TX 76227 > > > -- If you need further assistance, please contact the library at 940-365-9162 or send a reply email. Thank You, The Library Staff 226 Countryside Dr., Aubrey, TX 76227
