Mail Rule Wizard

Mailing characteristics for Books by Mail are defined through mail rules. A Mail Rule policy pulls together the User Profiles and Item Types available for a Books by Mail transaction. The elements of a mail rule follow.

The mail rule is read by SirsiDynix Symphony from the bottom up, where the list of rules are evaluated against the lowest lines in the map first. See Policy Operations for Map Policies.

From the List Policies window, you can create, display, modify, copy, or remove the Mail Rule policies. Click Close to exit the wizard.

This attribute uniquely identifies a specific Mail Rule 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.

Select a Library policy value from the list. You can use the Library Policy helper (Library Wizard) to choose from a list of library policies that have been defined for your system.

Select a User Profile policy value from the list. Click the User Profile Policy helper (User Profile Wizard) to choose from a list of User Profiles that have been defined for your system.

Select an Item Type policy value from the list. Use the Item Type Policy helper (Item Type Wizard) to create new item types, if needed.

This policy affects Place Hold wizard and OPAC displays. If a User Profile is not allowed to have items mailed via Books by Mail, the relevant display fields do not appear.

Item Types that can not be mailed should not be used to fill holds that are configured to be mailed.

If a hold that does not qualify for mailing is placed as a system hold, an override option appears.

If a title or copy hold does not qualify for mailing, a system message appears.