Circulation Map WizardCirculation Map WizardA Circulation Map policy is used to determine the Circulation Rule to apply when an item is charged to a user. When the Checkout wizard is used, SirsiDynix Symphony looks at the circulation maps and finds a circulation map that contains the library from which the item is checked out, the User Profile of the user the item is being charged to, and the Item Type of the item being charged. When the “matching” circulation map is found, SirsiDynix Symphony uses the Circulation Rule assigned to this particular map.
Since SirsiDynix Symphony looks for “matching” maps from the bottom of the Circulation Map list up, the order of the map lines is important. See Policy Operations for Map Policies.
From the List Policies window, you can create, display, modify, copy, or remove the Circulation Map policies. Click Close to exit the wizard.
Attributes
The Circulation Map wizard displays the following attributes.
| • | Name |
| • | Description |
| • | Library |
| • | User Profile |
| • | Item Type |
| • | Circulation Rule |
This attribute uniquely identifies a specific Circulation Map policy. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.
This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.
The Library attribute in a Circulation Map entry refers to Library policy name. The circulation controls defined in each Circulation Map entry may apply to one library or to ALL. Select a Library from the list. Use the Library Policy helper (Library Wizard) to make changes to existing library policies.
Note: Depending on how your system is configured, the Library attribute will either refer to the charging library or owning library. By default, this attribute refers to the charging library.
The User Profile attribute in a Circulation Map entry refers to a User Profile policy name. The circulation controls defined in each Circulation Map entry may apply to one User Profile or to ALL. Select a User Profile from the list. Use the User Profile Policy helper (User Profile Wizard) to create new user profiles or modify existing profiles, if needed.
The Item Type attribute in a Circulation Map entry refers to a Item Type policy name. The circulation controls defined in each Circulation Map entry may apply to one Item Type or to ALL. Select an Item Type from the list. Use the Item Type Policy helper (Item Type Wizard) to create new item types, if needed.
For information on how to limit holds on certain Item Types, see “How do I make certain item types non-holdable?” in FAQs: Creating Circulation Maps.
The Circulation Rule attribute in a Circulation Map entry refers to a Circulation Rule policy name. Each Circulation Rule refers, in turn, to a Loan Period policy and a Billing Structure policy, and specifies grace periods for overdue and recalled items. The circulation controls defined in each Circulation Map entry may apply to one Circulation Rule only. Select a Circulation Rule from the list. Use the Circulation Rule Policy helper (Circulation Rule Wizard) to create new circulation rules or modify existing rules, if needed.
Related topics
Circulation Configuration Wizards
Policy Operations for Map Policies
Delivered Circulation Map Policies
FAQs: Creating Circulation Maps
© 2006, 2014 SirsiDynix