Haha Wong picture. On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library < aubreyarealibr...@gmail.com> wrote:
> 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 > > > -- 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