| School Name | Circulation Rules File (upload as a text file or link as a google doc) | Briefly describe your approach to your rules, why you chose to write the ruleset the way you did | When did you / will you go into production? | Contact for questions |
|---|
| Duke University | | - This is a first pass at rules to enable some basic loan import - we expect to have many more rules before we go live
- We have a central library system and professional school libraries that all share an ILS, but the professional school libraries have different rules, so the main organizing principle is location
- Beyond location, we're still trying to decide if we will group by material type or patron group
- we do expect to use loan type to enforce special circulation scenarios (like library use only)
| Summer 2022 | |
| Saint Michael's College | | - We chose to organize our rules primarily around locations and patron groups
- We use loan types to handle our Reserves
| Summer 2021 | Stacey Knight |
| Texas A&M University | | - Large multi-library system, using location, loan type, and patron type
- Some locations charge fines, some do not
- Complex rules around media and equipment circulation that differs (somewhat) by location
| August 2021 | Elizabeth Chenette |
| Missouri State University | MO_State_Circ_Rules_07_28_21.txt | - Our initial approach was to use loan types to replace our location-based rules from our previous system. From there we apply policies, predominantly, based on patron group.
- Initially, we had a very simple rule-set, but we had to create additional patron groups for non-circulation reasons and account for those in our rules, which makes our definitions longer than we'd like
- We had to expand our patron groups, again, to account for the need to limit the ability of some "local" patrons to page items from their home libraries. This also increased the size of our various group rule definitions and required us to increase the total number of rules, overall.
| June 2020 | |
| Lehigh University | | - We simplified our rules in 2015 when we migrated to OLE.
- These rules follow the tiered approach we were using in OLE.
- Working well so far
| August 2020 | Mark Canney |
| Cornell University | | - Prior to migration Material types, Loan policies, and Loan types were identified for removal. Fines were simplified prior to migration to Folio.
- The primary reasoning behind the style we used for our ruleset was readability by other staff members and new staff members down the road, including:
- The `first-line` method was applied.
- Policies were written utilizing the nested feature.
- Nested rules were written to correspond with the order defined in the `criterium`. (Top levels are restrictive with the final layer (Material Type) having the active policies applied.
- A large number of comments were included.
- Extra rules were added to the top to ensure that items in special collections were blocked as well as setting a default reserves policy for items with an effective reserves location.
- NOTE: As of 7-28-2021, there are a few policies that were added to accommodate discrepancies in imported data from the patterns established for FOLIO.
| July 2021 | Thomas Trutt |