Elizabeth You need to create new circulation duration rules and then change the circulation policies. Attached is a photo of on of our duration rules.
On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis <eda...@albright.org> wrote: > This has been so helpful. Thank you everyone. > > > > I’m setting up testing today and the only thing I’m not see is how to set > when the auto renew happens. I’m assuming that’s in the circulation policy? > > > > Elizabeth > > > > *From:* Open-ils-general [mailto: > open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan, > Michele > *Sent:* Thursday, November 21, 2019 11:19 AM > *To:* Evergreen Discussion Group < > open-ils-general@list.georgialibraries.org> > *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature > > > > This is a great discussion! > > Thought I'd share how we implemented autorenewals in NOBLE: > > A Library can opt in to autorenewal. Only their own items checked out at > their own library will be autorenewable. Network transfers are not > autorenewable. > > Autorenewal processing happens the morning the items are due so patrons > don't lose any time from their loan period. > > Our autorenewal action trigger uses a custom filter so that it only runs > for the libraries who have opted in, and does not attempt to process > autorenewals for checkouts that are not renewable at all. > > When a library opts in, and chooses a start date, we adjust their duration > rules to set the number of allowed autorenewals equal to the number of > allowed renewals. If a duration rule has zero allowed renewals, we don't > set a value for allowed autorenewals. This allows the action trigger filter > mentioned above the skip them. > > To avoid the transition issue with new checkouts vs. existing checkouts, > we update open circulations for the opting in library which are due on the > start date and beyond to set the autorenewal remaining field equal to the > renewal remaining field. In that way, items that were checked out prior to > the rule change will be eligible to autorenew. > > Feedback has been positive, though we have adjusted the notice language a > few times to make it less confusing. > > Hope this is helpful! > > -Michele > > -- > > Michele M. Morgan, Technical Support Analyst > > North of Boston Library Exchange, Danvers Massachusetts > > mmor...@noblenet.org > > > > > > > > On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart <sforr...@bcgov.net> > wrote: > > Hi > > > > We are a library system that is part of a consortium (SCLENDS) and at the > moment the only system that is using auto-renewal and this is what we have > found so far. > > > > 1. The three-day notice will still go out reminding patrons > there books are due. (Our patrons see this as just a reminder) > > 2. Auto-renewal happens 1 day before the books are due and > the appropriate auto-renewal notice goes out then. > > 3. An item won’t auto-renew if one of the following is true. > > a. The item is required for a hold > > b. Patrons' account has expired while they had the item > checked out > > c. Fines have reached the maximum allowed > > d. Maximum auto-renewals have been reached. > > 4. The auto-renewal notice will give a reason if the > process failed referencing those case for example mentioned above. > > 5. Let's say you pick a start date of 1st of December then > anything that is checked out before this date will NOT auto-renew. Anything > checked out on or after this date WILL. Eventually, of course, all items > will auto-renew, we worked out that should take about 9 weeks from the > start date. > > 6. We decided to have the same amount of auto-renewals as > hard renewals to avoid less confusion for the patrons. > > 7. If you have any items that checkout for less than 8 > hours and have 0 renewals this can confusing, but Equinox found a > workaround for us. > > 8. If a patron from say Beaufort (BCL) comes to Calhoun and > checks out a book at one of your libraries, that book will auto-renew also. > On the other hand, if you transit an item to an SCLENDS member who is not > doing auto-renewals that item will not auto-renew. > > > > If you have any questions, please let me know. > > > > Stuart > > > > > ------------------------------------------------------------------------------------------ > > Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System > > 311 Scott Street, Beaufort, SC 29902 > > 843 255 6450 > > sforr...@bcgov.net > > beaufortcountylibrary.org > > > > *From:* Open-ils-general < > open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Diane > Disbro > *Sent:* Thursday, November 21, 2019 9:39 AM > *To:* Evergreen Discussion Group < > open-ils-general@list.georgialibraries.org> > *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature > > > > [EXTERNAL EMAIL] Please report any suspicious attachments, links, or > requests for sensitive information to the Beaufort County IT Division at > helpd...@bcgov.net or to 843-255-7000. > > I really appreciate this discussion! I want anecdotal information to share > with my administration as we consider auto renewal. > > > > Thank you. > > Diane Disbro > > Pronouns: she/her > > Branch Manager/Circulation Coordinator > > Union Branch > > Scenic Regional Library > > 251 Union Plaza Drive > > Union, MO 63084 > > (636) 583-3224 > > ddis...@scenicregional.org > > [image: Image result for librarians rock] > > > > > > > > > > On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams <gs...@roanoketexas.com> wrote: > > I would like to add that if you currently send out pre-due notices that > it’s probably ideal to stop those as the auto-renew notifications serve the > same purpose in general. Jordan touched on that briefly there, but it was > something we dealt with as well and I wanted to state it outright since it > could be overlooked. > > > > Thanks, > > Geoff Sams > > Library Manager > > Roanoke Public Library > > 817-491-2691 > > > > *From:* Open-ils-general < > open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Elizabeth > Davis > *Sent:* Tuesday, November 19, 2019 11:37 AM > *To:* Evergreen Discussion Group < > open-ils-general@list.georgialibraries.org> > *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature > > > > Thank you both. This has given us more to talk about and consider. > > > > Elizabeth > > > > *From:* Open-ils-general [ > mailto:open-ils-general-boun...@list.georgialibraries.org > <open-ils-general-boun...@list.georgialibraries.org>] *On Behalf Of *Aubrey > Area Library > *Sent:* Tuesday, November 19, 2019 12:29 PM > *To:* Evergreen Discussion Group < > open-ils-general@list.georgialibraries.org> > *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature > > > > We also implemented auto renew in late February this year (we are also the > other library Geoff mentioned). It was a little rocky at first, being the > test library for implementation, but once we worked out the kinks it has > been smooth sailing. > > > > Overall patrons have been very happy with it though we did have one patron > that did not like the fact that the items renewed before their actual due > date. Yes, we are also the library Geoff mentioned whose items auto renew > before their due date. Thankfully it was resolved after speaking with the > patron and explaining renewals, how auto renewal works etc. I have started > looking at changes to this as I would prefer for the items to renew on > their due date. The setup is what it is due to how courtesy notices are set > up. > > > > Geoff mentioned the issues with generating notices. > > > > For patrons with no email/sms; we tend to just explain to patrons about > how auto renewal works if they ask about it. After a few times it sinks in > and they come to expect it. We do not require email address so, personally, > I look at it as if a patron does not want notifications from the library > that is their choice. Can't force it on them. > > > > We had already taken measures years ago to reduce fines (80% > reduction!!!!) so the impact that auto renewal has had is minuscule but as > it was mention if fines are a source of revenue auto renewal may not be a > good fit. > > > > I would echo Geoffs recommendations for implementation. It was something > that I overlooked and has been a thorn in my side since. Not only to give > patrons time to return items but also so you o not have a mess of notices > like we do. Simplicity. > > > > Thanks, > > Jordan Woodard > > Aubrey Area Library > > > > On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams <gs...@roanoketexas.com> wrote: > > We implemented auto renew back in March this year and things have gone > fairly smoothly with the implementation for my library. > > > > Generally, the patrons have been happy about it. We did have one > complaint that boiled down to a patron simply not wanting to be notified at > all, which was an interesting one for me, but that was certainly possible > to fix for us. > > > > The only rocky start part was getting our notices to generate properly. > The stock notice wording was a little too generic, so we made changes that > took a bit of work to get implemented properly. > > > > We don’t really have the email/sms issue, so I’m not sure what the best > course of action would be for that to be completely honest. I have some > ideas, but I’m not sure if any of them would be viable over the long run. > > > > This has drastically reduced fines here, for the moment. It’s not a > forever renewal process, so I do still see fines, but it has generally > decreased fines across the board. We don’t rely on fine income for > operation here, so this isn’t a giant issue for us, but if you do rely on > fine income I’d probably recommend against implementing such a process. > With that said, my staff spend a lot less time dealing with fine related > issues, and I believe it’s enough to have saved money in general. > > > > For implementation, I’d recommend one of two options for the sake of > making things reasonable. Either set the renewal to happen a few days > before the due date so that patrons have time to return materials that are > not renewed, or set the renewal on the due date but add a multi-day grace > period for the same reason. We renew on the due date and give patrons 3 > grace days to return the item to avoid fines. Another library in my > consortium renews the item 3 days before the due date instead. Both work, > but I think the important factor is allowing patrons the time to return > items. > > > > Thanks, > > Geoff Sams > > Library Manager > > Roanoke Public Library > > 817-491-2691 > > > > *From:* Open-ils-general < > open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Elizabeth > Davis > *Sent:* Monday, November 18, 2019 12:09 PM > *To:* open-ils-general@list.georgialibraries.org > *Subject:* [OPEN-ILS-GENERAL] Auto Renew Feature > > > > Hello Everyone, > > > > For those of you who are using the Auto Renew feature, how is it going? > What are the general impressions from patrons? Was it a rocky start? We > have some concerns about how staff deal with patrons who do not have email > or sms notification capabilities. How did you deal with this aspect? Any > unexpected financial impacts in terms of fine revenue? What are your > suggestions for those interested in implementing it? > > > > Thank you, > > > > > > Elizabeth Davis > > Head of Digital Services > > Scranton Public Library > > 500 Vine Street > > Scranton, PA 18509 > > Office 570-348-3000 ext. 3050 > > Cell 570-795-4332 > > eda...@albright.org > > pronouns: she/her/hers > > > > > > > > > -- > > If you need further assistance, please contact the library at 940-365-9162 > or send a reply email. > Thank You, The Library Staff > > 226 Countryside Dr., Aubrey, TX 76227 > > > > -- If you need further assistance, please contact the library at 940-365-9162 or send a reply email. Thank You, The Library Staff 226 Countryside Dr., Aubrey, TX 76227