comment (“ALLIANCE” indicates a consortium policy or standard, or Orbis OBC agreement)

00

Rule #

Local rule #

01

NAME

Alliance Patron 21day

ALLIANCE

02

CODE

R

must be "R", meaning "Circulating for days rather than hours"

03

NORMAL LOAN PERIOD

21

ALLIANCE

04

HOLDABLE

Y

must be "Y" because virtual items are considered "holds" while they have status "requested", "in transit", and "received"

05

BOOKABLE

N

must be N because virtual items are not bookable (some sites may not have this field)

06

HOMEPICKUP

07

SHIPPABLE

08

SHIP TIME

0

09

TIME REMAINING B4 RENEW

7  change to 8

ALLIANCE

10

FIRST RENEWAL PERIOD

21

ALLIANCE

11

ADDITIONAL RENEWAL PERIOD

0

ALLIANCE

12

MAX NUMBER OF RENEWALS

1

ALLIANCE

13

MINIMUM USE

0

not used in Patron Loan rule

14

ELIGIB TO RECALL

0

not used in Patron Loan rule

15

TIME RETURN RECALL

0

not used in Patron Loan rule

16

TIME TO PICKUP

7

ALLIANCE. Used to determine when INN-Reach holds are expired. If this value is set to "0", INN-Reach items will not appear in the INN-Reach hold shelf report.

17

MAX # ODUES

4

May depend on local sites billing practice and whether site is using the Alliance Billing Notice (3rd notice).

18

TIME FIRSTOD

---

local policy as it relates to fine accrual. Recommend final notice print no later than 30-40 days after the original due date so that item can be billed, since prompt billing results in items returned sooner.

19

TIME SECOND OD

---

20

TIME THIRDOD

---

21

TIME FOURTHOD

---

22

TIME FIFTH OD

0

23

TIME SIXTH OD

0

24

TEXT FIRST OD

#

local notice text #

1st notice – Overdue notice

2nd – Intent to bill

3rd– Alliance accounting notice; optional, for staff use

4th – Final notice

25

TEXT SECOND OD

#

local notice text #

26

TEXT THIRD OD

#

local notice text #

27

TEXT FOURTH OD

#

local notice text #

28

TEXT FIFTH OD

0

29

OD PENALTY

0

30

TEXT FIRST ODR

0

31

TEXT SECOND ODR

0

32

TEXT THIRD ODR

0

33

TEXT FOURTH ODR

0

34

TEXT FIFTH ODR

0

35

TIME 1ST OVERDUE RECALL

0

36

TEXT RECALL NOTICE

0

37

TEXT PICKUP NOTICE

#

Local notice text #. Pre Rel.2001: If (a) site has email module and (b) patron record email field has email address, then hold pickup notice will be sent via email based on text # listed here. If either (a) or (b) are not fulfilled, no email notice is sent and no notice is added to hold pickup notice print queue. [May want to use bottom half of paging slip to send as a pickup notice.] We recommend sites without email module fill in text # anyway: use an appropriate existing notice or create a new one in preparation for Rel.2001.
Post Rel.2001: Email or print notices can be prepared; use local text # as appropriate (an existing local notice or a new one specific for OB).

38

TEXT CANCEL PICKUP

#

Local notice text #. If the owning-site cancels, or if the patron-site returns the book to the owning library due to patron failure to pickup, a notice with this text is queued.. The specific cancellation reason keyed by the owning library will be appended to this text. If set to "0" no cancellation notices will print.

39

GRACE PERIOD FOR FINES

---

Local policy

40

NUMBER OF D/HR 1st F PER

---

Local policy

41

AMOUNT OF FINE 1st F PER

---

Local policy

42

NUMBER OF D/HR 2nd F PER

---

Local policy

43

AMOUNT OF FINE 2ND F PER

$---

Local policy

44

DEFAULT ITEM COST

$75.00

ALLIANCE. Amount charged if the item is billed. Based on a system-wide policy. Note: Elements 44, 45 and 46 are the amounts that will be charged if the item is billed.

If the patron returns the book after it is billed, then the system invokes the Circulation Option: 35 > Check-in of billed item. Reduce bill to: 1 > BILL FEE, 2 > LESSER: FINE,BILL FEE, 3 > LARGER: FINE,BILL FEE, 4 > CANCEL BILL to determine billed amount.

45

REPLACE PROCESS FEE

$0.00

Replace process fee and Replace bill service charge can be tailored according to each member's billing process and policies. The amount here should recognize the $15 fixed admin fee and any maximum (or capped) overdue fine charged by the institution according to local policy.   Individual libraries decide whether they bill for, or collect, overdue fines – for individual cases, for certain categories of patron, or in certain situation (for example, not adding on top of Replacement fee and admin. charge).   So the total for lines 45 and 46 is either $15 Admin Fee, or $15 Admin Fee + any maximum overdue charge.

46

REPLACE BILL SERVICE CHARGE

$ ---

47

FINE INCR IF RECALL

$0.00

48

MSG FINES

#

local notice text #

49

MSG BILL

#

local notice text #

20

MSG ADJUSTMENT

#

local notice text #

51

PENALTY INCR IF RECALL

0