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--- evergreen-eag:meetings:2024-09-17 [2024/08/26 09:27] – created edavis
+++ evergreen-eag:meetings:2024-09-17 [2024/09/17 15:23] (current) – edavis
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 Tuesday, September 17th at 2 pm EST
-Agenda: TBA
+Discussion Topic: Circulation Policy Management and Best Practices for Consortium wide policies.
+Notes:
+Most have consortium level policies and then granular rules for system and library levels for those who have variations.
+Review your policies and look at what was the majority and make that the default for the consortium and get more specific for specific libraries.
+Delicate political dance of getting everyone to agree. Sometimes it’s just easier to have specific policies for the outliers.
+Consortium wide polices for resource sharing circulations and then library specific for
+Share what neighboring libraries are doing to encourage libraries in systems to become more inline with what the rest of the system is doing.
+Do a deep dig on how often policies are getting hit and which ones are the common.  Look into contracting with a neutral 3rd party like your hosting vendor.
+Mark policies as inactive and then wait before deleting.
+Circulation Weights can help make your policies work the way you anticipate them to
+Wishlist bug idea: being able to customize the policy building screen so you can not display fields you don’t use. https://bugs.launchpad.net/evergreen/+bug/2080987
+Circulation Modifiers names are the loan duration, so you can build policies that way, and it’s more clear how long the item will loan. https://docs.google.com/spreadsheets/d/1yRN4-LotoFDTxFVOJpVgMn26xpiryhlLi14hC2TKcnw/edit?gid=1767763268#gid=1767763268
+How to transition?  Create new circ mods and policies and then start batch editing.
+Standardized patron permission groups is helpful.
+Description field is very helpful for documentation purposes and including support ticket numbers
+October Topic: Hold Policies
 Connection info:
 https://us06web.zoom.us/j/84576448978?pwd=ObkEU7MB3iW7gkuw6fpl861gV8koVU.1 Meeting ID: 845 7644 8978 Passcode: 334998