Loan and Renewal Configuration for the SCF IZ

Auto Renewal Rules

The following automatic loan renewal rules are configured in the SCF IZ. These rules can be found under

Configuration > Fulfillment > Physical Fulfillment > Auto Loan Renewal Rules

Items checked out by Library User Accounts

This rule automatically renews all items checked out by accounts with a User Group of 'Library pickup locations'. These specific loans represent the pickup location of the item, and are not the primary loan (the primary loan being the loan of the book by the patron). For this reason, they are automatically renewed.

Input Parameters

• Name : User Group
• Operator : In List
• Value : Library pickup locations

Output Parameters

• Autorenewal : TRUE

Items checked out by ILL Accounts

This rule automatically renews all items if they are checked out by user accounts with a user statistical category Account Type = Interlibrary Loan Account. Patron accounts that represent ILL departments are automatically given a 'wrlc user' group code by the Remote Storage app, but they should be treated like user accounts representing Libraries (accounts with a user group of 'Library pickup location'), rather than user accounts representing individual patrons. These specific loans represent the pickup location of the item (in this case, the ILL department), and are not the primary loan (the primary loan being the loan of the book by the patron). For this reason, they are automatically renewed.

Input Parameters

• Name : User Statistical Category
• Operator : =
• Value : Account Type - Interlibrary Loan Account

Output Parameters

• Autorenewal : TRUE

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Overdue and Lost Loan Profiles

The following overdue and lost loan profiles are configured in the SCF IZ. These rules can be found under

Configuration > Fulfillment > Physical Fulfillment > Overdue and Lost Loan Profiles

The following automatic loan renewal rules are configured in the SCF IZ. These rules can be found under

WRLC Lost Loan Profile for 'wrlc shrm' items

This profile marks all wrlc shrm loaned items (items checked out by Trinity patrons or with user group of 'wrlc user') as Lost when overdue by 39 days, according to RSC policy. Because items in this location are owned by WRLC, these are the only items in the SCF IZ that are loaned directly to patrons (and not to patron accounts representing Libraries or ILL departments). Therefore, these items need to follow Consortium Loan Service rules. 

• Profile Type : Change to Lost
• Days after Due Date : 39 Days
• User Group :
  • Trinity Staff
  • Trinity Student
  • Trinity Faculty
  • WRLC HQ Staff
  • wrlc user
• Locations : WRLC Shared Monograph (wrlc shrm)
• Letter send format : Mail*

* The Ful Overdue And Lost Loan Letter is sent by this profile when the Loans - Overdue and Lost Loan Job is run. The Ful Lost Loan Letter is sent when an item is manually changed to Lost.

WRLC Overdue Notice Profile for 'wrlc shrm' items

This profile emails overdue notices for wrlc shrm loaned items (items checked out by Trinity patrons or with user group of 'wrlc user') when overdue by 7 days. Because items in this location are owned by WRLC, these are the only items in the SCF IZ that are loaned directly to patrons (and not to patron accounts representing Libraries or ILL departments). Therefore, these items need to follow Consortium Loan Service rules. 

• Profile Type : Overdue notification type 1
• Send notification : checkmarked
• Days after Due Date : 7 Days
• Loan Status :
  • Auto renewal
  • Loan
  • Renew request handled by library staff
  • Normal
  • Overdue Notification
  • Recalled
  • Renewed
  • Renew rejected by partner
  • Renew requested
  • Workbench change forward
• User Group :
  • Trinity Staff
  • Trinity Student
  • Trinity Faculty
  • WRLC HQ Staff
  • wrlc user
• Locations : WRLC Shared Monograph (wrlc shrm)
• Letter send format : Mail*
• The Ful Overdue and Lost Loan Notification Letter is sent by this profile when the Loans - Overdue and Lost Loan Job is run.

 

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Fulfillment > Other Settings

The following configurations set in the Other Settings code table for Fulfillment. These can be found under

Configuration > Fulfillment > General > Other Settings

 

Parameter Key	Parameter Value	Notes
auto_renew_loan_days_after_due_date	0	The days period to auto renew item_loans after loan ends
auto_renew_loan_days_before_due_date	7	The days period to auto renew item_loans before loan ends
close_paid_lost_loan	true	Activate the Lost and Paid status for a lost or replacement fee closed.
enable_request_during_loan_for_different_policy	true	When user has an active loan, enable him to request the resource with a different loan period policy
force_empty_temp_location_when_disabled	true	When set to true, clearing the temporary location status will also clear the temporary location and library data
generate_resource_sharing_temp_barcode	false
ill_item_creation_lib_code	ILL
send_courtesy_notices_behavior	DD_ON_EXACT_DEFINED_DAY	Controls the behavior of the 'Notifications - Send Courtesy Notices and Handle Loan Renewals' job. Options are: DD_ON_EXACT_DEFINED_DAY, DD_WITHIN_RANGE_ONCE, DD_WITHIN_RANGE_DAILY.
should_report_active_requests	false	Should active requests be reported in notification
should_report_in_process_requests	true	Should in-process requests be reported in notification
should_report_on_hold_shelf_requests	false	Should on-hold-shelf requests be reported in notification