From d73f293625fc16de030b104041c8a8a6edd6c2c6 Mon Sep 17 00:00:00 2001 From: Dan Scott Date: Wed, 16 May 2012 23:40:52 -0400 Subject: [PATCH] Document hold-driven recalls Mostly reformatting the original commit message from c403d6bb54 as documentation. Includes index entries. Tested with current master, supported since 2.1.0. Signed-off-by: Dan Scott --- admin/hold_driven_recalls.txt | 53 +++++++++++++++++++++++++++++++++++ root.txt | 7 +++++ 2 files changed, 60 insertions(+) create mode 100644 admin/hold_driven_recalls.txt diff --git a/admin/hold_driven_recalls.txt b/admin/hold_driven_recalls.txt new file mode 100644 index 0000000000..c926e2c2e5 --- /dev/null +++ b/admin/hold_driven_recalls.txt @@ -0,0 +1,53 @@ +Hold-driven recalls +=================== + +indexterm:[hold-driven recalls] +indexterm:[circulation, recalls, hold-driven] + +_Added in Evergreen 2.1_ + +In academic libraries, it is common for groups like faculty and graduate +students to have extended loan periods (for example, 120 days), while +others have more common loan periods such as 3 weeks. In these environments, +it is desirable to have a hold placed on an item that has been loaned out +for an extended period to trigger a 'recall', which: + + . Truncates the loan period + . Sets the remaining available renewals to 0 + . 'Optionally': Changes the fines associated with overdues for the new due + date + . 'Optionally': Notifies the current patron of the recall, including the + new due date and fine level + +Enabling hold-driven recalls +---------------------------- + +By default, holds do not trigger recalls. To enable hold-driven recalls +of circulating items, library settings must be changed as follows: + + . Click *Admin* -> *Local Administration* -> *Library Settings Editor.* + . Set the *Recalls: Circulation duration that triggers a recall + (recall threshold)* setting. The recall threshold is specified as an + interval (for example, "21 days"); any items with a loan duration of + less that this interval are not considered for a recall. + . Set the *Recalls: Truncated loan period (return interval)* setting. + The return interval is specified as an interval (for example, "7 days"). + The due date on the recalled item is changed to be the greater of either + the recall threshold or the return interval. + . 'Optionally': Set the *Recalls: An array of fine amount, fine interval, + and maximum fine* setting. If set, this applies the specified fine rules + to the current circulation period for the recalled item. + +When a hold is placed and no available copies are found by the hold targeter, +the recall logic checks to see if the recall threshold and return interval +settings are set; if so, then the hold targeter checks the currently +checked-out copies to determine if any of the currently circulating items at +the designated pickup library have a loan duration longer than the recall +threshold. If so, then the eligible item with the due date nearest to the +current date is recalled. + +Editing the item recall notification email template +--------------------------------------------------- +The template for the item recall notification email is contained in the +'Item Recall Email Notice' template, found under *Admin* -> *Local +Administration* -> *Notifications / Action Triggers*. diff --git a/root.txt b/root.txt index f9546df771..ef90cb0068 100644 --- a/root.txt +++ b/root.txt @@ -176,6 +176,13 @@ client. // Follow structure from staff client local admin menu. +// Push titles down one level. +:leveloffset: 1 + +include::admin/hold_driven_recalls.txt[] + +// Return to normal title levels. +:leveloffset: 0 include::admin/recent_staff_searches.txt[] -- 2.43.2