Loan Rule Determiner (Rule selection table)

Each local (member) system will have seven lines in the local Rule Selection table, for the regular and short loan rules, for CRL, and for testing. When reviewing the information, it helps to recall how the Alliance loan rules work in the local systems:

• The Alliance Patron Loan Rule governs check out to a patron: you receive an item requested via Alliance Borrowing and check it out to your patron.
• The Alliance Institution Loan Rule governs check out to an institution: in response to an Alliance Borrowing request, you check out one of your items to another Alliance institution.

Illustration of Loan Rule Determiner (Rule Selection Table)

1. Alliance Regular Loan-Patron
• Location=9*, wildcarding to identify any of the Alliance institution site codes
• local patron types authorized for Summit Borrowing
• Alliance circulating IType for regular loan (200)
• point to the Alliance Patron loan rule #
2. Alliance Regular Loan-Instn
• Location=?????
• Alliance PTypes authorized for Summit Borrowing (201-206, 210,211-214,216,220,231-236,240)
• local ITypes authorized for lending via Summit Borrowing
• point to the Alliance Institution loan rule #
3. Alliance Short Loan-Patron
• Location=9*, wildcarding to identify any of the Alliance institution site codes
• local patron types authorized for Summit Borrowing (same as Regular Patron loan rule)
• Alliance circulating IType for short loan (202)
• point to the Alliance Patron short loan rule #
4. Alliance Short Loan-Instn
• Location=?????
• Alliance PTypes authorized for Summit Borrowing (201-206, 210,211-214,216,220,231-236,240)
• local ITypes authorized for lending via Alliance Borrowing on short loan
• point to the Alliance Institution short loan rule #
5. Alliance Patron loan rule for testing
• Location=9*, wildcarding to identify any of the Alliance institution site codes
• local patron types authorized for Summit Borrowing (210,220,240)
• Alliance circulating ITypes (200,202)
• point to the Alliance Patron loan rule #
6. Alliance Institution loan rule for testing
• Location=?????
• Alliance PTypes authorized for Summit Borrowing (210,220,240)
• local itypes authorized for lending via Alliance Borrowing
• point to the Alliance Institution loan rule #

 

7. Alliance Patron loan rule for CRL (180 days)
• Location=cr0zz
• local patron types authorized for Summit Borrowing
• Alliance circulating ITypes (200,202)
• point to Summit Borrowing patron loan rule #

The Rule Determiner table tries to find a match, either

• local location code + Alliance PType + Local Itype, or
• Alliance institution code + local PType + Alliance Circulating Itype

If it cannot find a match, it will go to the top of the table where all locations, all Ptypes, all Itypes are pointed to a Non Circ loan Rule. So be sure your Non Circ Loan Rule and wildcarded locs and Ptypes are above the Alliance entries in your Rule Selection Table, since the table works from the bottom to the top.

Example, top of table:    

    LOCATION      PATRON TYPE        ITEM TYPE        RULE NUMBER

001 > ?????               999              999                  1     

 Illustration of Loan Rule Determiner

Example showing the order and content of the seven Alliance loan rule lines in a local table.

Your loan rule determiner, or Rule Selection table, should have 7 lines for Summit Borrowing -- in the following order. If/when you choose to use local rules for Visiting Patron, consult Visiting Patron setup instructions for appropriate changes to other lines in the Rule Det table.

notes

Feb.2005 added   PTypes for Special Patrons: 206, 216, 236

December 2005: adding test PTypes to all Institution and Patron loan rule lines for regular and short loans; removing lines used only for testing

LOC CODE	Patron Type	Item Type	Rule Number (local)
?????=all local codes 9*=all Alliance sites	201-205,211-214,231-235= PTypes eligible for Summit 210,220,240=testing PTypes	200= Alliance regular loan, 3-week 202= Alliance short loan, 3-day	fill in the local loan rule number
The Alliance loan rules should be grouped in the local table in the following order.
?????	201-206, 210-214,216, 220,231-236 ,240	local ITypes for Alliance 3-week (21-day) loan	Alliance Instn 32day
?????	201-206, 210-214,216, 220,231-236 ,240	local ITypes for Alliance 3-day loan	Alliance Instn 9day
cr0zz	local PTypes eligible for Summit Borr. + 210,220,240	200	Alliance Patron-CRL
9*	local PTypes eligible for Summit Borr. + 210,220,240	200	Alliance Patron 21day
9*	local PTypes eligible for Summit Borr. + 210,220,240	202	Alliance Patron 3 day
9*	210,220,240	200	Alliance Patron-TEST
?????	210,220,240	local ITypes for Summit 3-week loan	Alliance Instn-TEST

Interpreting the information using two lines as example:

line number    loc codes         Patron type codes     Item type codes  rule number

005 >        ?????         201-205          0,2            99

006 >        9*            0-8,20-23,60     200           100    

Line 005: This example takes care of the local books from any local branch or shelving location (wild-carded to ?????) that are requested by any of the eligible Alliance borrowers (Alliance PTypes 201-205,210,211-214,220,231-235,240), and that are coded as eligible for lending via Alliance (Local ITypes 0 and 2), to check out on the Alliance Institution Loan Rule (entered in the local table as Rule #99).

005	fifth entry in local Rule Determiner Table
?????	wildcarding to cover all of the local locations
201-205	Alliance PTypes with Summit Borr. privileges
0,2	Local Item Types eligible for Summit Borr.(0=monograph,2=serial
99	Alliance Institution Loan Rule number in the local table

Line 006: This example takes care of any book sent from an Alliance member (wild-carded Alliance institution codes to 9*) and being checked out to local patrons who are eligible for Summit borrowing (Local PTTypes 0-8,20-23,60), borrowing an Alliance item (Summit Item Type 200) using the Alliance Patron Loan rule (rule #100 in the local table).

006	sixth entry in local Rule Determiner Table
9*	wildcarding to cover all of the Alliance institutions, e.g. 9coc0,9cwu0,9eos0,9ewu0,9gfu0
0-8,20-23,60	Local PTypes with Summit Borrowing privileges
200	Alliance Item Type code for items that circulate via Summit Borrowing
100	Alliance Patron Loan Rule # in the local table

Local ITypes for Alliance 3-day loan (Short loan): If your site does not loan anything on the “short loan” then use a code value that is not currently defined, or not currently used in any records (usually “255” would be a good choice)

cr0zz (CRL): Everyone enters this line in the table using the PTypes eligible for Alliance Borrowing.   The PType mapping table at central controls whether patrons from that institution will be allowed to request from CRL (depending on the institution’s CRL membership status).

(Testing: the two loan rules for testing, and the lines in the Loan Rule Determiner, may be deleted once the permanent loan rules are known to work correctly.)

updated: October 24, 2006