Re: [IUG] RE: Changing Loan Rules

[Elizabeth Thomsen <et at noblenet dot org>]

But does the system warn you when you try to delete a loan rule?  (I 
thought I'd ask, rather than randomly test this one myself!)

It's good for trainers to tell people this when they convert to III, and 
it's good to have this in the manual.  But five years later, who is 
going to remember what the trainer said, especially with staff changes? 
 And it's not unreasonable for people to think that an obsolete loan 
rule could simply be deleted, so I can see someone doing this without 
thinking to check the manual.  This kind of thing definitely needs to 
have a warning message built in.

Sharon Miller wrote:
> Hello folks,
> Re changing loan rules... we got that message BIGTIME in training. Maybe it
> is a trainer issue?
> See Circulation Parameters: What You Need to Know Before You Make Changes in
> csdirect, or specifically #102615  "Notes on Changing Loan Rules" in the
> manual.
>
> Sharon Miller
> Mechanics' Institute Library
> San Francisco, CA 94104
> www.milibrary.org
>
>
>
>
>
> From: "Seeman, Corey" <cseeman at bus dot umich dot edu>
> Subject: RE: [IUG] Loan Rules table
> To: "IUG INNOPAC List" <innopac at innopacusers dot org>
> Cc: "Seeman, Corey" <cseeman at bus dot umich dot edu>
> Message-ID:
> 	<287E6049816A424488EAB4435A964BF2016A9071 at BUS-MAIL01 dot bus dot ads dot itcs dot umich dot edu
>
>
> Content-Type: text/plain;charset="iso-8859-1"
>
> Sandra -- As a former trainer, we used to drill people on this concept of
> not deleting the loan rules (but changing them to blank as was suggested by
> Betty Dong.  I was really surprised that I did not find information about
> deleting loan rules in the manual or maybe I missed them also.  I did find
> the main page about Circ Parameters in the manual (Page # 105401) had some
> really good information on how the different files are read (bottom to top
> or top to bottom) and the different wildcards used on each different form.
>
> Maybe the Checklists (which are at the back of the INNOPAC manual at page
> #103185) could include the things NEVER to do along with the things to do
> daily and weekly.
>
> NEVER delete a loan rule that is not at the end of the list.
>
> NEVER let administrators "play" with Delete Records of Any Kind
>
> NEVER delete codes without checking if they are used in records.
>
> NEVER drink and drive
>
> You get the idea.
>
> CSDirect has a web form that you can use to identify errors and submit
> enhancements to the documentation (including the manual, CSDirect, etc.)
>
> You need your CSDirect Password:
> http://csdirect.iii.com/documentation/docRequest.php
>
> They really do want to hear from us to help improve the documentation.
>
> Best -- Corey
>
> Corey Seeman
> Associate Director for Information Resources and Systems
> Kresge Business Administration Library
> Ross School of Business
> The University of Michigan
> cseeman at bus dot umich dot edu
>
> ________________________________
>
> From: innopac-bounces at innopacusers dot org on behalf of Card, Sandra
> Sent: Wed 12/7/2005 1:20 PM
> To: 'IUG INNOPAC List'
> Subject: RE: [IUG] Loan Rules table
>
>
>
> I remember learning it during implementation.  I checked the current
> documentation, and although there are notes warning about changing a loan
> rule when it is in operation, I didn't find anything about not deleting it,
> or about not inserting a new rule.  Maybe I was looking in the wrong place,
> but this is the sort of thing that should be prominently displayed in the
> manual.
>
> Sandra Card
> Library
> California State University, Los Angeles
> 323-343-4894
> scard at calstatela dot edu
>
>
> -----Original Message-----
> From: Hemphill, Lee [mailto:hemphilll at u dot library dot arizona dot edu]
> Sent: Wednesday, December 07, 2005 7:54 AM
> To: IUG INNOPAC List
> Subject: RE: [IUG] Loan Rules table
>
>
> Wow!  Thanks to all for the replies!  We won't delete any loan rules in our
> table! Now I'm curious to know - did folks learn this by example and why
> couldn't I find a huge note in the documentation?  Did I miss it?
>
> ~Lee
>
>
> -----Original Message-----
> From: innopac-bounces at innopacusers dot org
> [mailto:innopac-bounces at innopacusers dot org] On Behalf Of Harney, Resa
> Sent: Tuesday, December 06, 2005 4:03 PM
> To: IUG INNOPAC List
> Subject: RE: [IUG] Loan Rules table
>
>
> Better yet, learn from our mistakes and name the empty loan rules "DO NOT
> DELETE".
>
>
> Resa Harney
> Systems & Technical Services Librarian
> McCain Library, Agnes Scott College
> 141 E. College Ave.
> Decatur, GA  30030-3797
> voice: 404.471-6141  fax: 404.471-5037
>
>
> -----Original Message-----
> From: innopac-bounces at innopacusers dot org
> [mailto:innopac-bounces at innopacusers dot org]On Behalf Of Betty Dong
> Sent: Tuesday, December 06, 2005 5:13 PM
> To: IUG INNOPAC List
> Subject: RE: [IUG] Loan Rules table
>
>
> Do not delete any loan rules from your table. It will move all loan rules
> following this one up by one. In your example, your 21 will be your new 20,
> 22 becomes 21, 23 becomes 22, etc.
>
> What would be best is to rename the loan rule you will not be using. We
> renamed ours to say "---void" but it could just be "---" or probably even
> just <blank>.
>
> I have found it this useful when I've needed to add related loan rules and
> I've reused "voided" loan rules. The only other issue is to be sure that the
> loan rule you want to decommission is not being used by any items still
> checked out. There are many ways to ensure this.
>
> Hope this helps,
>
> Betty Dong
> Arizona State University Libraries
> Box 1006
> Tempe, AZ 85287-1006
> (480) 965-5972
>
>
> -----Original Message-----
> From: innopac-bounces at innopacusers dot org
> [mailto:innopac-bounces at innopacusers dot org] On Behalf Of Hemphill, Lee
> Sent: Tuesday, December 06, 2005 2:51 PM
> To: innopac at innopacusers dot org
> Subject: [IUG] Loan Rules table
>
> We are in the process of updating our loan rules and I have a question that
> I cannot seem to find an answer for in the documentation.
>
> Let's say I have 25 loan rules defined in my loan rule table.  If I delete a
> loan rule from the table, say, #20, will the table have a blank loan rule,
> or will it renumber the rules that have been added after, for example,
> making #21 the new #20?
>
> Thanks for any information....!
>
>
> ------------------------------------------------------------
>
> Lee Hemphill
>
> Digital Library and Information Systems - DLIST
>
> Application Systems Analyst Sr.
>
> Phone:  (520) 307-2805
>
> Email:   hemphilll at u dot library dot arizona dot edu
>
>
>
>
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--
Elizabeth Thomsen, Member Services Manager
NOBLE: North of Boston Library Exchange
Danvers MA 01923
et at noblenet dot org