Differences

This shows you the differences between two versions of the page.

--- circ_matrix [2006/12/01 11:56] – erickson
+++ circ_matrix [2022/02/10 13:34] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
+{{:tango-dialog-warning.png?nolink|}}**This Page Contains Out of Date Material and Needs Updating or Revising; Not Flagged for Removal**
+===== PINES Circulation Matrix (UNDER CONSTRUCTION) =====
+* **Please do not edit this page directly.  It is designed to reflect the current state of the sytem.**
+==== Fine Levels ====
+  Every copy has a flag called "fine_level" that determines the level with which the item
+  circulates, within a pre-determined range of levels.  By default, copies are set to "normal".
+  If a copy has been manually altered to "high" or "low", the fine level will change according
+  to the table below.  For example, if a given item circulates at $.10/day (based on the circ
+  modifier, MARC, etc.) and the item flag is changed to have a "high" fine_level, then it will
+  circulate at $.50 / day.
+  The "Recurring Fine" column in the following section "Default Circulation Matrix" lists the
+  "normal" level for the given type of item
+^ high ^ __normal__ ^ low ^
+| .50 | .50 | .10 |
+| .50 | .10 | .10 |
+==== Default Circulation Matrix ====
+**Caveats:**
+  * With respect to circ modifiers, "art" is the same as "ART", etc.
+  * When an item has a circ modifier, that modifier takes precedence over the MARC item type when determining circulation rules.
+  * If an item has a circ modifier that does not match a modifier in the table below (exact spelling, case independent), then it will have no bearing on how the item circulates.
+  * Every copy has a "loan_duration" setting which can be set to "short", "normal", or "long".  By default, an item is set to "normal".  Manually changing this item setting will result in a different loan duration.  Although, you'll note that it makes no difference in most cases with the current matrix.
+  * All pre-cat copies circulate for 14 days at the $.10/day fine level, with 2 renewals.
+^ Circ Modifier ^ Recurring Fine ^ Short Duration ^ __Normal Duration__ ^ Long Duration ^ Renewal Count ^
+| art | .10 | 3 months | 3 months | 3 months | 1 |
+| atlas | .50 | 7 days | 7 days | 7 days | 2 |
+| audiobook | .10 | 14 days | 14 days | 21 days | 2 |
+| av | .50 | 7 days | 7 days | 7 days | 2 |
+| new-av | .50 | 3 days | 3 days | 3 days | 1 |
+| bestseller | .50 | 7 days | 7 days | 7 days | 2 |
+| bestsellernh | .50 | 7 days | 7 days | 7 days | 2 |
+| book | .10 | 14 days | 14 days | 21 days | 2 |
+| cd | .10 | 14 days | 14 days | 21 days | 2 |
+| dvd | .50 | 7 days | 7 days | 7 days | 0 |
+| dvd-mid | .50 | 7 days | 7 days | 7 days | 2 |
+| dvd-long | .10 | 14 days | 14 days | 21 days | 2 |
+| e-book | .50 | 3 days | 3 days | 3 days | 1 |
+| equipment | .50 | 1 day | 1 day | 1 day | 0 |
+| equip-long | .50 | 3 days | 3 days | 3 days | 1 |
+| eventpass | 3.00 | 7 days | 7 days| 7 days| 1|
+| facbestslr | .10 | 7 days | 7 days | 7 days | 2 |
+| filmstrip | .10 | 14 days | 14 days | 21 days | 2 |
+| kit | .10 | 14 days | 14 days | 21 days | 2 |
+| magazine | .10 | 14 days | 14 days | 21 days | 2 |
+| map | .50 | 3 days | 3 days | 3 days | 1 |
+| microform | .10 | 14 days | 14 days | 21 days | 2 |
+| music | .10 | 14 days | 14 days | 21 days | 2 |
+| record | .10 | 14 days | 14 days | 21 days | 2 |
+| software | .10 | 7 days | 7 days | 7 days | 2 |
+| softwrlong | .10 | 14 days | 14 days | 21 days | 2 |
+| talking book | 0 | unlimited | unlimited | unlimited | 0 |
+| toy | .10 | 14 days | 14 days | 21 days | 2 |
+| video | .50 | 7 days | 7 days | 7 days | 0 |
+| video-mid | .50 | 7 days | 7 days | 7 days | 2 |
+| video-long | .10 | 14 days | 14 days | 21 days | 2 |
+| videogame | .10 | 7 days | 7 days | 7 days | 2 |
+| videogamelong | .10 | 14 days | 14 days | 21 days | 2 |
+^ MARC Item Type ^ Recurring Fine ^ Short Duration ^ Normal Duration ^ Long Duration ^ Renewal Count ^
+| a | .10 | 14 days | 14 days | 21 days | 2 |
+| c | .10 | 14 days | 14 days | 21 days | 2 |
+| d | .10 | 14 days | 14 days | 21 days | 2 |
+| e | .50 | 7 days | 7 days | 7 days | 2 |
+| f | .50 | 3 days | 3 days | 3 days | 1 |
+| g | .50 | 7 days | 7 days | 7 days | 0 |
+| i | .10 | 14 days | 14 days | 21 days | 2 |
+| j | .10 | 14 days | 14 days | 21 days | 2 |
+| k | .10 | 3 months | 3 months | 3 months | 0 |
+| m | .10 | 14 days | 14 days | 21 days | 2 |
+| o | .10 | 14 days | 14 days | 21 days | 2 |
+| p | .10 | 14 days | 14 days | 21 days | 2 |
+| r | .10 | 14 days | 14 days | 21 days | 2 |
+| t | .10 | 14 days | 14 days | 21 days | 2 |
+==== Circulation Exceptions ====
+^ Item Circ System ^ Circ Mod, Etc. ^ Recurring Fine ^ Short Duration ^ Normal Duration ^ Long Duration ^ Renewal Count ^
+| NCLS | dvd | .10 | default | default | default | default |
+| NCLS | video | .10 | default | default | default | default |
+| STATELIB | book | default | 35 days | 35 days | 35 days | 1 |
+| STATELIB | ref flag set | based on circ-mod | 14 days | 14 days | 21 days | 2 |
+==== Max Fine Levels ====
+  * Systems using the maximun max-fine level of $100:
+    * DTRL SJRLS
+  * Systems using the medium max-fine level of $10.00:
+    * ARL CHRL ECGR FRRLS HCLS OCRL OHOOP OKRL PMRLS PPL STRL
+  * All other systems use the $5.00 max-fine level
+==== Special User Groups ====
+Users in the following groups (or sub-groups) accrue no fines on circulations:
+"Staff", "Trustee", "Outreach"
+All items circulating to "Outreach" users have a loan duration of 2 months with 2 renewals
+==== Holds Logic ====
+ **The following scenarios will prevent hold placement.  Note, however, that many of these events may be overridden by staff with sufficient   permissions.  Also, title-level holds, for example, may have many potential copies.  The tests below would be run against each potential copy  until all tests succeed or no usable copies are found.**
+  * The patron is barred
+  * The "reference" flag on the item is turned on
+  * The "circulate" flag on the item is turned off
+  * The item circ-mod is "bestsellernh"
+  * The item circ-mod is "eventpass"
+  * The following circ-mods, MARC types, etc. may have holds placed on them if the patron's home library or the library where the staff placed hold is made resides within the same system as the requested item:
+    * softwrlong
+    * software (added 2008-09-05 --DM)
+    * music
+    * audiobook
+    * av
+    * new-av
+    * cd
+    * kit
+    * dvd
+    * deposit
+    * atlas
+    * magazine
+    * equipment
+    * equip-long
+    * microform
+    * record
+    * video
+    * video-long
+    * video-mid
+    * videogame
+    * videogamelong
+    * MARC Type: g, i, and j
+    * "deposit" copy flag is set
+==Copy Status Holdability==
+  * Available  = Holdable
+  * Bindery = Unholdable
+  * Cataloging = Unholdable
+  * Checked Out = Holdable
+  * Damaged = Unholdable
+  * Discard/Weed = Unholdable
+  * ILL = Unholdable
+  * In Process = Holdable
+  * In Transit = Holdable
+  * Long Overdue = Unholdable
+  * Lost = Unholdable
+  * Missing = Unholdable
+  * On Holds Shelf = Holdable
+  * On Order = Holdable
+  * Reserves = Unholdable
+  * Reshelving = Holdable
+  * Temporarily Unavailable = Unholdable
+== Age protection ==
+Each item (copy) has an "age_protect" flag which may be set to 3 month, 6 month, or none.
+  * If set to "3 month" and the item was created less than 3 months ago, the item is only holdable by patrons whose home library matches the circulating library of the copy.
+  * If "6 month" is set and the item is less than 6 months old, the item is only holdable by patrons whose home library is within the same system as the circulating library of the item.
+  * If age protect is set to none, then no age protection occurs.
+Note that an item with "3 month" protection automatically  becomes "6 month" protected while the item is between 3 and 6 months old.