Loan Rules Run Amok: An Overview of Circulation Parameters
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1 Wright State University CORE Scholar University Libraries' Staff Publications University Libraries Loan Rules Run Amok: An Overview of Circulation Parameters Leigh Ann Duncan Wright State University - Main Campus, leigh.duncan@wright.edu Follow this and additional works at: Part of the Information Literacy Commons Repository Citation Duncan, L. A. (2005). Loan Rules Run Amok: An Overview of Circulation Parameters.. This Presentation is brought to you for free and open access by the University Libraries at CORE Scholar. It has been accepted for inclusion in University Libraries' Staff Publications by an authorized administrator of CORE Scholar. For more information, please contact corescholar@
2 Loan Rules Run Amok: An Overview of Circulation Parameters Leigh French, Wright State University IUG 2005
3 Circulation Parameters Days Closed Hours Open Loan Rules Rule Selection Table Maintaining Branch Request Order Update Floating Collection Table Automatic Patron Blocks Text of Circulation Notices Hold Pickup Locations Locations Served Time to Reshelve an Item
4 Circulation Parameters Circulation Parameters allow libraries to specify how the III system will work to carry out their circulation policies
5 What is a Loan Rule? Each loan rule consists of a set of variables which govern such things as the normal loan period, whether and when a loan is renewable, overdue fine rates, the text of circulation notices, fees assessed if the item is not returned, etc. (III manual page )
6 How are loan rules assigned? Loan rules are assigned based on three factors: Item location Patron type Item type
7 Branch (item) Location Codes The location codes can be used to differentiate between physical locations or specific collections main = Main Library child = Children s Collection
8 Branch (item) Location Codes
9 Item Types Item types define the form of the item and are used to differentiate between items that will circulate for different time periods 000 = book 002 = journal 020 = videocassette
10 Item Types
11 Patron Types Patron types define the different patron groups who have borrowing privileges at your library 001 = physicians 002 = faculty 006 = student 027 = staff
12 Patron Types
13 Patron Blocks Table Patron blocks are used to specify the conditions that block patrons from checking out materials. These conditions include: number of items checked out number of holds amount of fines level of overdues
14 Patron Blocks Table
15 Patron Blocks Table
16 What is a Loan Rule? Each loan rule consists of a set of variables which govern such things as the normal loan period, whether and when a loan is renewable, overdue fine rates, the text of circulation notices, fees assessed if the item is not returned, etc. (III manual page )
17 Loan Rules
18 Loan Rule - example
19 Loan Rule Determiner Table AKA Rule Selection Table Brings together the three variables (Item location, Patron type, Item type) and assigns the appropriate loan rule
20 Loan Rule Determiner Table
21 Streamlining How to clean up the loan rule determiner table... Are all the loan rules being used? Are patron types being used? Are there any obsolete location codes? Obsolete item types?
22 Streamlining - Loan Rules Sort the Loan Rule Determiner Table by loan rule Read the rule numbers are any numbers skipped? If so, that rule is no longer in use DO NOT DELETE A LOAN RULE label it Not In Use and keep it as a placeholder when it is no longer in use, write over it to add a new rule, rather than creating a new one run a list of item to make sure there are none in billed-not-paid status using that loan rule
23 Streamlining Loan Rules
24 Loan Rules
25 Streamlining Patron Types Use MilStats to run a report on patron records Range all patron records Cross tab report Home library Patron Type
26 Streamlining Patron Types
27 Streamlining Patron Types Look for 0 totals Can those patron types be deleted? If so, remove them from the loan rule determiner table entries
28 Loan Rule Determiner Table
29 Streamlining Item Codes Use MilStats to run a report on item location codes Range all item records Cross tab report Location Item type
30 Streamlining Item Codes
31 Streamlining Item Codes Look for 0 totals Can those locations or item types be deleted? If so, remove them from the loan rule determiner table
32 Detailed Help... CSDirect documentation: Introduction to Circulation Parameters param.shtml Before You Make Changes bleshooter.shtml
33 Detailed Help... Online Manual Circulation Parameters page # Branch (item) Location Codes page # Item Types page # Patron Types page #101826
34 Detailed Help... Patron Block Table page # Loan Rules page # Notes on Changing Loan Rules page # Loan Rule Determiner Table page #105407
35 Detailed Help... NOTE: Do not randomly delete codes (location, patron, item, etc)... check all places in the system where that code may still be in use!! Deleting Location Codes page #103100
36 Questions/Comments Leigh French Systems Librarian Wright State University (937) Presentation available at:
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