From: Sally Fortin Date: Thu, 23 Aug 2012 18:21:39 +0000 (-0400) Subject: Documentation: Add documentation for setting maximum checkout by copy location. X-Git-Url: http://git.equinoxoli.org/?p=transitory.git;a=commitdiff_plain;h=0b658ffde3006abb3077c8b0b0b0c1e45dc753ed Documentation: Add documentation for setting maximum checkout by copy location. Signed-off-by: Robert Soulliere --- diff --git a/docs/admin/circulation_limit_groups.txt b/docs/admin/circulation_limit_groups.txt new file mode 100644 index 0000000..6b31187 --- /dev/null +++ b/docs/admin/circulation_limit_groups.txt @@ -0,0 +1,47 @@ +Circulation Limit Sets +---------------------- + +Maximum Checkout by Copy Location +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +This feature enables you to specify the maximum number of checkouts of items by +copy location and is an addition to the circulation limit sets. Circulation +limit sets refine circulation policies by limiting the number of items that +users can check out. Circulation limit sets are linked by name to circulation +policies. + +To limit checkouts by copy location: + +. Click *Admin -> Local Administration -> Circulation Limit Sets*. +. Click *New* to create a new circulation limit set. +. In the *Owning Library* field, select the library that can create and edit +this limit set. +. Enter a *Name* for the circulation set. You will select the *Name* to link +the circulation limit set to a circulation policy. +. Enter the number of *Items Out* that a user can take from this copy location. +. Enter the *Min Depth*, or the minimum depth in the org tree that Evergreen +will consider as valid circulation libraries for counting items out. The min +depth is based on org unit type depths. For example, if you want the items in +all of the circulating libraries in your consortium to be eligible for +restriction by this limit set when it is applied to a circulation policy, then +enter a zero (0) in this field. +. Check the box adjacent to *Global Flag* if you want all of the org units in +your consortium to be restricted by this limit set when it is applied to a +circulation policy. Otherwise, Evergreen will only appy the limit to the direct +ancestors and descendants of the owning library. +. Enter a brief *Description* of the circulation limit set. +. Click *Save*. + +image::media/Maximum_Checkout_by_Copy_Location1.jpg[Maximum_Checkout_by_Copy_Location1] + +To link the circulation limit set to a circulation policy: + +. Click *Admin* -> *Local Administration* -> *Circulation Policies* +. Select an existing circulation policy, or create a new one. +. Scroll down to the *Linked Limit Sets*. +. Select the *Name* of the limit set that you want to add to the circulation +policy. +. Click *Add*. +. Click *Save*. + +image::media/Maximum_Checkout_by_Copy_Location2.jpg[Maximum_Checkout_by_Copy_Location2] diff --git a/docs/media/Maximum_Checkout_by_Copy_Location1.jpg b/docs/media/Maximum_Checkout_by_Copy_Location1.jpg new file mode 100755 index 0000000..28d0402 Binary files /dev/null and b/docs/media/Maximum_Checkout_by_Copy_Location1.jpg differ diff --git a/docs/media/Maximum_Checkout_by_Copy_Location2.jpg b/docs/media/Maximum_Checkout_by_Copy_Location2.jpg new file mode 100755 index 0000000..d3a9075 Binary files /dev/null and b/docs/media/Maximum_Checkout_by_Copy_Location2.jpg differ diff --git a/docs/root.txt b/docs/root.txt index f643e4e..a892b23 100644 --- a/docs/root.txt +++ b/docs/root.txt @@ -148,6 +148,8 @@ include::admin/authorities.txt[] include::admin/cn_prefixes_and_suffixes.txt[] +include::admin/circulation_limit_groups.txt[] + include::admin/restrict_Z39.50_sources_by_perm_group.txt[] include::admin/booking-admin.txt[]