orcalogo

Renewals: background, setup, etc.

OBC Recommendation to Council to allow renewals, March 2001 OBC Discussion and polling, March 2000

Local setup options for renewals (in addition to Orbis Patron loan rule setup)

from Innovative Interfaces Inc. instructions, Feb. 27, 2001:
 The ... sites can turn on renewals for INN-Reach items
only by allowing them only in the INN-Reach patron loanrule; but they will
have to consider how to allow these renewals.
                                                        
For example, will patrons be allowed to renew their own items?  Or will it
have to be done at the circulation desk?  Here is some information from
the user manual (Innovative, not INN-Reach) for them to consider (see
below).  Note that for the INN-Reach renewals, if an item to be renewed is
overdue, fines will automatically be assigned if Renewals: Overdue items
can be renewed?  is set to value 2 or 3.

Opac Options 
Patron can renew own items 
Set this option to "YES" if the library allows patrons to renew their own 
checked-out items in the VIEW your circulation record function.  Note that
INNOPAC will allow a patron to use this function to renew an overdue item,
providing no fine or demerit points would be assessed, and no overdue or  
recall notice has been sent to the patron for this item.  This option will
only be available for setting if the library allows patrons to view their 
own records, otherwise, INNOPAC will display "N/A".                       

Renewals: Overdue items can be renewed?
There are three possible choices for this option:                          
                                                                           
  1 >  NO - Block renewal of overdue items.                                  
                                                                           
  2 > YES - Allow renewal of overdue items.  If a fine is owed, INNOPAC 
will prompt you to decide whether to deny renewal, renew and add the fine, or
renew without charging the patron.  If no fine is owed, INNOPAC will 
prompt you to decide whether or not to allow renewal.   
                                                                           
  3 > YES, PROMPT ONLY IF FINE - Allow renewal of overdue items.  If a 
fine is owed, the procedure is the same as when this option is set to "YES."  
If no fine is owed, INNOPAC will automatically renew the item without         
notifying you that the item is overdue.                                    

See Renewing Overdue Items for more information about this option.         

-----------                                                                
Renewals: Check loanrule at time of renewal 
This option controls whether or not the system automatically applies the   
same loanrule to a renewed item.  Possible values are "YES" and "NO."      
                                                                           
If you set this option to "NO," INNOPAC automatically renews the item 
under the same loanrule applied to the original check-out (i.e., the 
loanrule number currently in the Item record's LOANRULE field).   
                                                                           
If you set this option to "YES," INNOPAC checks the rule selection table   
for the loanrule that now governs the renewal of this item and compares it 
with the loanrule already in the Item record.  If the two loan rules       
differ, the program overwrites the current LOANRULE field with the newer   
loan rule.  The new loan rule dictates the renewal parameters.  If the     
loanrules are the same, INNOPAC renews the item under the loanrule         
currently in the item's LOANRULE field.                                    

NOTE                                                                        
If this option is set to "YES", and the LOAN RULES element MAX NUMBER OF    
RENEWALS is set to '0,' you need to set the other RENEWAL VARIABLES         
elements TIME REMAINING B4 RENEW, FIRST RENEWAL PERIOD, and ADDITIONAL      
RENEWAL PERIOD in order to properly handle staff override situations, else  
invalid renewal dates may result.                                           

-----------------                                                           
Renewals: Allow renewal by item barcode? 
This option controls whether or not you may renew an item by scanning the   
item's barcode at the R > RENEW prompt.  Possible values are "YES" and      
"NO."  See Renewals for more information on renewing items.                 


August 2001: Instructions for turning on renewals


Date: Mon, 13 Aug 2001 18:05:59 -0700 (PDT)                                    
From: Nancy Nathanson                             
To: Orbis Circ e-mail list                       
Cc: Orbis Technical-Systems contacts ...
Subject: RENEWALS - Time to turn it on!                                        
                                                                               
To: Orbis circ contacts                                                        
From: Nancy N.                                                                 
                                                                               
** IMPLEMENT RENEWALS **         

Now that the new short loan period is implemented, let's do Renewals!        
                                                                             
---------------------------------------------------------------------------  
        Local loan rule changes                                              
---------------------------------------------------------------------------  
Here's the web page showing how to set up the Orbis "regular" (3-week)       
patron and institution loan rules.                                           
                                                                             
        http://libweb.uoregon.edu/orbis/staffhome/3weekloanrule.htm          
                                                                             
Although only a few fields are changing* , please take this opportunity to   
compare every element of your local rules to the web page to be sure         
they're identical to the pattern on the page.  When you've finished,         
please reply and let me know.  Thanks!                                       
        * update to implement renewal:                                       
        01 Rule Name (distinguishes it from short loan)                      
        06 Time Remaining b4 renew                                           
        07 1st renewal period                                                
        08 Additional renewal per                                            
        09 Max # renewals)                                                   
                                                                             
                                                                             
---------------------------------------------------------------------------  
        Item Status Codes                                                    
---------------------------------------------------------------------------  
Add two new item status codes:                                               
        +       RENEW PENDING                                                
        =       RENEW DENIED                                                 
 
---------------------------------------------------------------------------  
        Bookbands                                                            
---------------------------------------------------------------------------  
Debi has already placed the order for the new bookbands, which will now      
show "1 RENEWAL" instead of "NO RENEWAL".

---------------------------------------------------------------------------  
        Policies, Web pages                                                  
---------------------------------------------------------------------------  
To avoid misleading too many patrons with premature information, I'll wait   
until I've heard from a majority of the members to make updates to           
        - staff policies and procedures web pages, and                       
        - the union catalog borrowing information page.                      
(Using this low-volume borrowing period between spring/summer and start of   
fall term allows for a smoother transition, with less confusion than         
making changes during the heavier borrowing period.)                  
                                                                      
                                                                      
--------------------------------------------------------------------  

Date: Tue, 14 Aug 2001 16:26:28 -0700 (PDT)                                     
From: Nancy Nathanson                              
To: Orbis Circ e-mail list                        
Cc: Orbis Technical-Systems contacts  ...
Subject: Renewals - re-start circ ports                                         
                                                                                
To: Orbis circ and technical/systems contacts                                   
From: Nancy N.                                                                  
                                                                                
** re-start local circ port to check for local holds along with renewal **      

As you make the changes to the Orbis regular 3-week patron and institution   
loan rule to allow renewals, and add the two new status codes, then          
re-start your circ ports.  Your local system will then re-read the           
INN-Reach software/table that has just been adjusted, so the system will     
check for local holds first.                                                 
                                                                             
says III: "The circ ports at the sites will need to be restarted to          
register the new settings."                                                  
                                                                             
thanks!                                                                      



Notes from Renewal testing group, Spring 2001

a.After adding the new status codes, have somebody restart the webPac or the status labels will just show up as codes, not words.

b.MilCirc doesn't go back and check for local holds. Don't use it.

c.It takes about three minutes for the renewal request to be denied or confirmed in the Web Pac for the patron. Same amount of time in the Text Pac. Same amount of time in the text staff mode (so when you're doing a renewal for a patron standing right there or who is on the phone, you'll have to wait a bit before you can tell them whether it worked).


Return to Sharing materials