Evergreen DokuWiki

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.

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