Kindergarten Blank Calendar Template

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					LOAN PERIOD
Delivered as standard
If missing code, notify Lima

                                                                                      district/building policy:               if weekly,   if NOT hourly    if datelist
name                           description                                                 period type        period count   day of week     time due       date due
HOURLY                         Hourly loan                                                  HOURLY                  1
OVERNIGHT                      Overnight loan                                               HOURLY                 24
1DAY                           Due in 1 day                                                  DAILY                  1                        set time
3DAY                           Due in 3 days                                                 DAILY                  3                        set time
6DAY                           Due in 6 days                                                 DAILY                  6                        set time
7DAY                           Due in 1 week                                                 DAILY                  7                        set time
14DAY                          Due in 2 weeks                                                DAILY                 14                        set time
21DAY                          Due in 3 weeks                                                DAILY                 21                        set time
28DAY                          Due in 4 weeks                                                DAILY                 28                        set time
30DAY                          Due in 1 month                                                DAILY                 30                        set time
45DAY                          Due in 45 days                                                DAILY                 45                        set time
60DAY                          Due in 2 months                                               DAILY                 60                        set time
90DAY                          Due in 3 months                                               DAILY                 90                        set time
180DAY                         Due in 180 days                                               DAILY                180                        set time
DUEFRIDAY                      Due the next Friday                                          WEEKLY                             Friday        set time
DUEMONDAY                      Due the next Monday                                          WEEKLY                             Monday        set time
DUETHURS                       Due the next Thursday                                        WEEKLY                            Thursday       set time
DUETUESDAY                     Due the next Tuesday                                         WEEKLY                            Tuesday        set time
DUEWED                         Due the next Wednesday                                       WEEKLY                           Wednesday       set time
NON-CIRC                       Material does not circulate                                   DAILY                 0                         set time
RECALL                         Recall period                                                 DAILY                14                         set time
RESHELVE                       Reshelving period                                            HOURLY                24
UNLIMITED                      Charged out for an unlimited period of time                INDEFINITE
CRD                            Compulsory return date for DISTRICT                         DATELIST                                                        fill in compulsory due date (MM/DD/YYYY)
CRD****                        Add CRD policy data for each library if needed EX: CRDKAHS DATELIST                                                         fill in compulsory due date (MM/DD/YYYY)

Add loan periods if needed (use same configuration as above) example:
45DAY                         Due in 45 days                                                  DAILY               45                         set time
LIBRARIES

Information to be entered per district/building

Name                    Description                User ID                Loan Period Accrue Fines        Hold Loc. Days closed Dates closed                                   Only see own See all dist
DISTRICT                Name of district           DISTRICT                   CRD             n            HOLDS       Sat/Sun                                                       n           y
DISTRICT2*              Name of district2                                                     n            HOLDS       Sat/Sun
                        DISTRICT2 will be a delivered policy and cannot be deleted until AFTER new library policies have been entered. DELETE LAST
                        DO NOT DELETE DISTRICT


(Use current Gen Loc) Name of library             (Use current Gen Loc)    CRD****          n           HOLDS      Sat/Sun        using calendar gadget- select closed dates         *            *
LOCATION POLICY (Status)
Standard policies - DO NOT CHANGE OR ADD TO THIS LIST (WEB2 DISPLAY)


name                         description
AVAILABLE                    Available
BINDERY                      Bindery
CHECKEDOUT                   Material has been checked/charged out
DISCARD                      Withdrawn from the collection
HOLDS                        On hold for someone
ILL                          On loan to another library
INPROCESS                    Being cataloged
INTRANSIT                    Being transferred between libraries
LONGOVERDUE                  Items long overdue
LOST                         Lost
LOST-ASSUM                   Assumed lost
LOST-CLAIM                   Claims lost
LOST-PAID                    Lost and paid for
MISSING                      Search in progress for item
MORE                         MORE
REPAIR                       Being fixed/mended
RESERVES                     Reserve desk
RESHELVING                   Being returned to standard shelving location
SHADOW                       Shadow Catalog
STACKS                       SIRSI REQUIRED DO NOT DELETE
UNKNOWN                      Unknown
WEEDED                       Items weeded/withdrawn from collection
HOLDING CODES            (defaults for record loading)

name                     description                     ignore item   code     library  location    item group
DEFAULT                  DO NOT DELETE                   no            DEFAULT DISTRICT INPROCESS    UNKNOWN
UNK                      DO NOT DELETE                   no            UNK      DISTRICT INPROCESS   UNKNOWN
*Gen Loc Code            *specifics                      no                     *GenLocCode
                                                                       *GenLocCode       INPROCESS   UNKNOWN

Add specific branch defaults - example:
KAEL                       Default KAEL holding code     no            KAEL    KAEL     INPROCESS UNKNOWN
KAHS                       Default KAHS holding code     no            KAHS    KAHS     INPROCESS UNKNOWN
material type   funding sourcecirculate   permanent   price
(blank)         (blank)       yes         yes             $0.00
(blank)         (blank)       yes         yes             $0.00
(blank)         (blank)       yes         yes             $0.00


(blank)         (blank)       yes         yes            $0.00
(blank)         (blank)       yes         yes            $0.00
Material Type
designates icon used in Cat/Cat Jr. to indicate item's type
following indicates order in which table determines material type from current record
if no material type detected, default is "book"


Material Type codes will be generated from 245 and 008 data as indicated below. If the library has a specific collection
whose material type isn't accurately reflected by the 245 or 008 information, specify the SIRSI K-12 Material Type to be
assigned to items, based on the MultiLIS Location/Collection code.
MultiLIS Location Code              MultiLIS Collection Code          Sirsi K-12 Material type code
ex: KAHS                            DVD                               DVD
(insert specifics)                  (insert specifics)                (insert specifics)




            MultiLIS Field                      Contents                                  Name                       SIRSI K-12 code                        Description
245 tag $h Medium                  245 tag $h Medium                 Translate standard GMD's into Sirsi Material Type Codes and descriptions
245 subfield h                     245 subfield h                    [art original]                           ART                               Art
245 subfield h                     245 subfield h                    [art reproduction]                       ART                               Art
245 subfield h                     245 subfield h                    [biography]                              BOOK                              Book
245 subfield h                     245 subfield h                    [braille]                                BRAILLE                           Braille items
245 subfield h                     245 subfield h                    [camera]                                 EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    [cart]                                   EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    [cd player]                              EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    [chart]                                  CARTOGRAPH                (e)     Maps and Globes
245 subfield h                     245 subfield h                    [CD-ROM]                                 CDROM                             Compact Disc
245 subfield h                     245 subfield h                    [computer file]                          COMPUFILE              (m)        Computer software
245 subfield h                     245 subfield h                    [computer program]                       COMPUFILE              (m)        Computer software
245 subfield h                     245 subfield h                    [computer]                               EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    [diorama]                                REALIA                  ( r)      Realia
245 subfield h                     245 subfield h                    [DVD] or [video disc]                    DVD                               Digital Video Disc
245 subfield h                     245 subfield h                    [electronic file]                        ELECRESRCE                        Electronic Resource
245 subfield h                     245 subfield h                    [calculator]                             EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    [equipment]                              EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    [filmstrip]                              FILM                              Film
245 subfield h                     245 subfield h                    [flashcard] or [flash card]              FLASHCARD                         Flash-cards
245 subfield h                     245 subfield h                    [game]                                   GAME                              Games
245 subfield h                     245 subfield h                    [globe]                                  CARTOGRAPH                (e)     Maps and Globes
245 subfield h                     245 subfield h                    [kit]                                    KIT                       (o)     Multi-piece kit
245 subfield h                     245 subfield h                    LDPLAYER                                 EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    LISTENSTAT                               EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    [map]                                    CARTOGRAPH                (e)     Maps and Globes
245 subfield h                     245 subfield h                    EQUIPMENT                                EQUIPMENT                         Equipment
245 subfield h                     245 subfield h                    [microfiche]                             MICROFORM                         Microform Items
245 subfield h                          245 subfield h                          [microfilm]                                MICROFORM                  Microform Items
245 subfield h                          245 subfield h                          [microscope slide]                         MICROFORM                  Microform Items
245 subfield h                          245 subfield h                          [model]                                    REALIA              ( r)   Realia
245 subfield h                          245 subfield h                          [motion picture]                           FILM                       Film
245 subfield h                          245 subfield h                          [music]                                    MUSIC        ( c)          Music
245 subfield h                          245 subfield h                          [opaque]                                   EQUIPMENT                  Equipment
245 subfield h                          245 subfield h                          [overhead]                                 EQUIPMENT                  Equipment
245 subfield h                          245 subfield h                          [picture]                                  ART                        Art
245 subfield h                          245 subfield h                          [periodical]                               PERIODICAL          (as)   Periodical/Magazine
245 subfield h                          245 subfield h                          [powercord]                                EQUIPMENT                  Equipment
245 subfield h                          245 subfield h                          [16mm projector]                           EQUIPMENT                  Equipment
245 subfield h                          245 subfield h                          35mm projector]                            EQUIPMENT                  Equipment
245 subfield h                          245 subfield h                          [puppet]                                   REALIA              ( r)   Realia
245 subfield h                          245 subfield h                          [realia]                                   REALIA              ( r)   Realia
245 subfield h                          245 subfield h                          [screen]                                   EQUIPMENT                  Equipment
245 subfield h                          245 subfield h                          [slide]                                    SLIDE                      Slides
245 subfield h                          245 subfield h                          [slide projector]                          EQUIPMENT                  Equipment
                                                                                [soundrecording] or [sound recording] or
                                                                                [record] or [compact disc] or [CD] or
245 subfield h                          245 subfield h                          [cassette]                                 CASSETTE                   Cassette
245 subfield h                          245 subfield h                          [cassette recorder]                        EQUIPMENT                  Equipment
245 subfield h                          245 subfield h                          [technical drawing]                        GRAPHIC                    Graphics
245 subfield h                          245 subfield h                          [toy]                                      REALIA              ( r)   Realia
                                        245 subfield h                          [tranparency]                              TRANSPRNCY                 Transparency
                                        245 subfield h                          [turntable] or [record player]             EQUIPMENT                  Equipment
                                        245 subfield h                          [TV] or [television]                       EQUIPMENT                  Equipment
                                                                                [video] or [videorecording] or [video
                                                                                recording] or [videocassette] or [video
                                        245 subfield h                          cassette] or [VHS recording]               VIDEO                      Videorecording
                                        245 subfield h                          [website] or [url]                         ELECRESRCE                 Electronic Resources


else 008 tag Material Type designator   else 008 tag Material Type designator
008 position 23                         008 position 23                         a                                          MICROFORM                  Microform Items
008 position 23                         008 position 23                         b                                          MICROFORM                  Microform Items
008 position 23                         008 position 23                         c                                          MICROFORM                  Microform Items
008 position 23                         008 position 23                         d                                          LARGEPRINT                 Large print
008 position 23                         008 position 23                         f                                          BRAILLE                    Braille items
008 position 23                         008 position 23                         r                                          BOOK                       Book
008 position 23                         008 position 23                         s                                          ELECRESRCE                 Electronic Resources
                                        ADD:                                                                               CD                         Compact Disc
                                                                                                                           LASERDISC                  Laser Disc
                                                                                                                           RECORD                     Record
                                                                                                                           COMMUNITY                  Community Records
                                                     UNICORN Funding Sources
                                                     Standard delivered set determined from current MultiLIS records
                                                     If desired code is not in list, please notify Lima.

MultiLIS data to be mapped to funding source codes   code                description
ex: Item note of "GIFT"                              GIFT/DON            Gift / Donation
(insert specifics below)
                                                     AUXILIARY           Auxiliary
                                                     BIRTHDAY            Birthday
                                                     BOOKFAIR            Book Fair
                                                     BOOKSRFUN           Books Are Fun
                                                     CHAPTERI            Chapter I
                                                     CHAPTERII           Chapter II
                                                     CHAPTERV            Chapter V
                                                     ENGFESTVAL          English Festival
                                                     ESEA                Title V / ESEA
                                                     GENERAL             General
                                                     GIFT/DON            Gift / Donation
                                                     GRANT               Grant
                                                     LOCAL               Local
                                                     MEMORIAL            Memorial
                                                     OHIOREADS           Ohio Reads
                                                     OTHER               Other
                                                     PERMIMPRV           Permanent Improvement
                                                     PTO/PTA             PTO / PTA
                                                     RDGCIRCLE           Reading Circle
                                                     RIGHT2READ          Right to Read
                                                     SCHOOLNET           School Net
                                                     SPECIAL             Special
                                                     STATE               State
                                                     TECHNOLOGY          Technology
                                                     TITLEI              Title I
                                                     TITLEII             Title II
                                                     TITLEIV             Title IV
                                                     TITLEVI             Title VI
                                                     UNKNOWN             Unknown
                                                 ITEM GROUPS                  (in some documentation is "Item type")
                                                 Note: Collection prefix code will be appended to beginning of shelf number during conversion

                                                 Standard delivered set should include the "basics" -
                                                 Codes not needed/used may be deleted
                                                 Other codes needed may be selected from the "All items" list
                                                 If desired code is not in list, please notify Lima.

Codes in LISTLOC not used:

MLIS Collection code(s) that maps to this code   Code                          Description
(insert specifics below)
                                                 (Delivered as standard set)
                                                 BIOGRAPHY                     Biography Collection
                                                 BOOK                          Book - SIRSI REQUIRED DO NOT DELETE
                                                 CDROM                         Computer Disc Collection
                                                 COLLBIOG                      Collective Biography Collection
                                                 DESK                          At Desk
                                                 DVD                           DVD Collection
                                                 EASY                          Easy Collection
                                                 EQUIPMENT                     Equipment
                                                 FICTION                       Fiction Collection
                                                 KIT                           Kit Collection
                                                 MISC                          Miscellaneous Collection
                                                 MULTIMEDIA                    Multimedia Collection
                                                 NONFICTION                    Nonfiction Collection
                                                 OVERSIZED                     Oversized Books/Tall Books
                                                 PAPERBACK                     Paperback Collection
                                                 PERIODICAL                    Periodical Collection
                                                 PROFESSNAL                    Professional Collection
                                                 REFERENCE                     Reference Collection
                                                 STORYCOLL                     Story Collection
                                                 UNKNOWN                       Unknown - SIRSI REQUIRED DO NOT DELETE
                                                 VERTICAL                      Vertical File
                                                 VIDEO                         Videorecording Collection


                                                 ALL ITEM GROUPS list
ART          Art Object
AUDIOBOOK    Audio Book Collection
AUDVISUAL    Audio-Visual
AWARD        Award Collection
BIOGRAPHY    Biography Collection
BOOK         Book - SIRSI REQUIRED DO NOT DELETE
CAREER       Career Collection
CARTOGRAPH   Map, Chart, Atlas, Globe
CASSETTE     Audio Cassette Collection
CD           Compact Disc Collection
CDROM        Computer Disc Collection
CLASSIC      Classic Collection
CLASSROOM    Classroom Collection
COLLBIOG     Collective Biography Collection
COMMUNITY    Community Records
COMPUFILE    Computer Software
DESK         At Desk
DVD          DVD Collection
EASY         Easy Collection
ELECRESRCE   Electronic Resource
EQUIPMENT    Equipment
FICTION      Fiction Collection
FILM         Film Collection
FILMSTRIP    Filmstrip Collection
GAME         Game Collection
GRAPHICNOV   Graphic Novel Collection
ILL          Inter-Library Loan
KIT          Kit Collection
LASERDISC    Laser Disc Collection
LITERACY     Literacy Collection
MEMORIAL     Memorial Collection
MISC         Miscellaneous Collection
MORE         Statewide Resource Sharing
MULTIMEDIA   Multimedia Collection
NONFICTION   Nonfiction Collection
OFFICE       Library Office
OVERSIZED    Oversized Books/Tall Books
PAPERBACK    Paperback Collection
PARENT       Parent Collection
PERIODICAL   Periodical Collection
PROFESSNAL   Professional Collection
READPROGRM   Reading Program
REALIA       Realia Collection
RECORD       Sound Recording Collection
REFERENCE    Reference Collection
RESERVE      Reserve Collection
SLIDE        Slide Collection
SPECLCIRCY   Special Collection - Circulating
SPECLCIRCN   Special Collection - Non-Circulating
STORYCOLL    Story Collection
TEXTBOOK     Textbook Collection
TRANSPRNCY   Transparency Collection
VERTICAL     Vertical File
VIDEO        Videorecording Collection
DEFAULT PRICE                             policies can be mapped to specific item group and library combinations

                                                                                                                                   automatic removal
        name                              description                   item group     library      processing fee default price   of processing fee   Use default price
        DFLT_ALL                          Default price for all items   ALL            ALL          ***            ***             (checked)           (unchecked)


        DFLT_ALL can be set for a
        default price - all libraries -
        all item groups - same fees
                                              USER PROFILE
                                              Standard policies will be delivered - specific STUDENT, FACULTY, etc. policies will be entered according to district/building policies
                                              name                            description                                                   charges allowed      hold rank recirculate     privilege limit
                       (SIRSI required)       ADMIN                           System Administrator                                           UNLIMITED             125          NO            NONE
                                              BINDERY                         Profile used for charging BINDERY items                        UNLIMITED             125          NO            NONE
                                              DISCARD                         Profile used for DISCARD items                                 UNLIMITED             125          NO            NONE
                                              ILL                             ILL Library                                                    UNLIMITED             125          NO            NONE
                                              INPROCESS                       Profile used for charging INPROCESSING items                   UNLIMITED             125          NO            NONE
                                              INTRANSIT                       Used to track items travelling from one branch to another      UNLIMITED             125          NO            NONE
                                              LIBRARYUSE                      Profile used for library functions                             UNLIMITED             125          NO            NONE
                                              LOST                            Profile used for charging LOST items                           UNLIMITED             125          NO            NONE
                                              MISSING                         Profile used for charging MISSING items                        UNLIMITED             125          NO            NONE
                                              PUBLIC                          Public                                                         UNLIMITED             125          NO            NONE
                                              REPAIR                          Profile used for charging REPAIR items                         UNLIMITED             125          NO            NONE
                                              RESERVES                        Reserves                                                       UNLIMITED             125          NO            NONE
                                              SCANNER                         Scanner                                                        UNLIMITED             125          NO            NONE
                                              SIRSI                           SIRSI Corporation                                              UNLIMITED             125          NO            NONE
                                              STAFF                           Library Staff                                                  UNLIMITED             125          NO            NONE
                                              SVA                             SIRSI Voice Automation                                         UNLIMITED             125          NO            NONE
                                              TECH                            Technical services staff                                       UNLIMITED             125          NO            NONE
                                              WEBSERVER                       World Wide Web Server Access                                   UNLIMITED             125          NO            NONE
                                              WEEDED                          Profile used for charging WEEDED items                         UNLIMITED             125          NO            NONE
                                              W*                              required profiles per library
                                              Z*                              required profiles per library



MLIS user categories
to be mapped to new
Sirsi Profile          type                   name                          description                                                      charges allowed     hold rank   recirculate   privilege limit
(insert specifics)     Library patrons        STUDENT1                      STUDENT 1 policies     (insert specifics)                          UNLIMITED             125        NO            NONE
(insert specifics)                            STUDENT2                      STUDENT 2 policies     (insert specifics)                          UNLIMITED             125        NO            NONE
(insert specifics)                            STUDENT3                      STUDENT 3 policies     (insert specifics)                          UNLIMITED             125        NO            NONE
(insert specifics)                            STUDENT4                      STUDENT 4 policies     (insert specifics)                          UNLIMITED             125        NO            NONE
(insert specifics)                            STUDENT5                      STUDENT 5 policies     (insert specifics)                          UNLIMITED             125        NO            NONE
(insert specifics)                            FACULTY1                      FACULTY 1 policies    (insert specifics)                           UNLIMITED             125        NO            NONE
(insert specifics)                            FACULTY2                      FACULTY 2 policies    (insert specifics)                           UNLIMITED             125        NO            NONE
(insert specifics)                            FACULTY3                      FACULTY 3 policies    (insert specifics)                           UNLIMITED             125        NO            NONE

(insert specifics)     Library Staff          CIRC1                         Circulation Desk - Level 1 TEMPLATE                                UNLIMITED             125        NO            NONE
(insert specifics)                            CIRC2                         Circulation Desk - Level 2 TEMPLATE                                UNLIMITED             125        NO            NONE
(insert specifics)                            CIRC3                         Circulation Desk - Level 3 TEMPLATE                                UNLIMITED             125        NO            NONE
(insert specifics)                            LIB1                          Librarian - Supervisor TEMPLATE                                    UNLIMITED             125        NO            NONE
(insert specifics)                            LIB2                          Librarian - Staff TEMPLATE                                         UNLIMITED             125        NO            NONE
(insert specifics)                            LIB3                          Library - Substitute TEMPLATE                                      UNLIMITED             125        NO            NONE

                                                                                                                                      **25000 is same as unlimited
                       Add specific library staff as needed:
                       EX:                      LIB1KAHS                    Librarian - Supervisor KAHS
                                                LIB2KAHS                     Librarian - Staff KAHS (or) Library Staff KAHS
                                                LIB2KAEL                     Librarian - Staff KAEL (or) Library Aide KAEL
                                                LIB3KAHS                    Library - Substitute KAHS
                                                LIB3KAEL                    Library - Substitute KAEL
                                                CIRC1KAHS                   Circulation Desk KAHS (or) STUDENT AIDE KAHS
                                                etc…
privilege fee   overdue threshold   bill threshold    charge limit
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED
    0.00             NONE               0.00         UNLIMITED


                                                                                                                                                                              fill in these as needed:
                                                                                                                                                                                                         maximum
                                                                                                                                                                                                         suspension
                                                                                                                                                                                          maximum        unit
                                                                    reserve ckout                    lib                                                        increment                 suspension     (hour/day/wee
privilege fee   overdue threshold   bill threshold   checkout limit limit           hold limit   precedence   billable     location   user access   environment ckout counter track dates amount         kly/monthly)
    0.00                *                 *                *         same as ckout limit   *         y           y       CHECKEDOUT   PATRON         PUBLIC     Y
    0.00                *                 *                *         same as ckout limit   *         y           y       CHECKEDOUT   PATRON         PUBLIC     Y
    0.00                *                 *                *         same as ckout limit   *         y           y       CHECKEDOUT   PATRON         PUBLIC     Y
    0.00                *                 *                *         same as ckout limit   *         y           y       CHECKEDOUT   PATRON         PUBLIC     Y
    0.00                *                 *                *         same as ckout limit   *         y           y       CHECKEDOUT   PATRON         PUBLIC     Y
    0.00                *                 *                *         same as ckout limit   *         y           y       CHECKEDOUT   PATRON         PUBLIC     Y
    0.00                *                 *                *         same as ckout limit   *         y           y       CHECKEDOUT   PATRON         PUBLIC     Y
    0.00                *                 *                *         same as ckout limit   *         y           y       CHECKEDOUT   PATRON         PUBLIC     Y

    0.00                0               0.00            25000        25000            25000          n           n       CHECKEDOUT     CIRC1          CIRC     Y
    0.00                0               0.00            25000        25000            25000          n           n       CHECKEDOUT     CIRC2          CIRC     Y
    0.00                0               0.00            25000        25000            25000          n           n       CHECKEDOUT     CIRC3          CIRC     Y
    0.00                0               0.00            25000        25000            25000          n           n       CHECKEDOUT      LIB1         ADMIN     Y
    0.00                0               0.00            25000        25000            25000          n           n       CHECKEDOUT      LIB2         ADMIN     Y
    0.00                0               0.00            25000        25000            25000          n           n       CHECKEDOUT      LIB3         ADMIN     Y
          USER ACCESS
          Standard policies will be delivered - specific LIB1,LIB2, etc. policies can be adjusted according to district/building policies

                                                                                                                                                                                                   Access List

          name             description                        request list    user level simultaneous users command list                report group list              access type   properties Authority


          ADMIN            System Administrator               STAFF           System Admininstrator            5 ALL                    ALL                            shared        (specifics)   ALL




                           Circulation Desk - Level 1
          CIRC1            TEMPLATE                           STAFF           Staff                         500 CIRC                    circ,custom,user               shared        (specifics)   none
                           Circulation Desk - Level 2
          CIRC2            TEMPLATE                           STAFF           Staff                         500 CIRC                    none                           shared        (specifics)   none


                           Circulation Desk - Level 3
          CIRC3            TEMPLATE                           STAFF           Staff                         500 CIRC                    none                           shared        (specifics)   none




                                                                                                                                        bib,circ, authority,
                           Librarian - Supervisor                                                                                       marcimport, ALL My Reports,
          LIB1             TEMPLATE                           STAFF           Supervisor                     10 ALL                     ALL All Reports             shared           (specifics)   ALL




                                                                                                                                        bib,circ,mycirculation,mycopie
                                                                                                                                        s,myinventory,mynotices,mys
                                                                                                                                        tatistics,mytitles,user,custom,
          LIB2             Librarian - Staff TEMPLATE         STAFF           Staff                          10 ALL                     myreserves                      shared       (specifics)   none


          LIB3             Library Substitute TEMPLATE        STAFF           Staff                          10 ALL                     mycirculation,user,custom      shared        (specifics)   none


Add specific library staff accesses as needed: (should MATCH User profiles that have been added)
ex:       LIB1KAHS          Librarian - Supervisor KAHS
          LIB2KAHS           Librarian - Staff KAHS
          LIB2KAEL           Librarian - Staff KAEL
          LIB3KAHS          Library - Substitute KAHS
          LIB3KAEL          Library - Substitute KAEL
          CIRC1KAHS         Circulation Desk KAHS (or) STUDENT AIDE KAHS
Cataloging         Circulation             Reserves   Utility


ALL                ALL                     ALL        ALL

                   BILLING A
                   USER,CHECKOUT,DISCBKD
                   ROP,DISCHARGING,PAYING             FINISHED_REPORTS,
                   BILLS,RENEWITEM,RENEW              NEW_REPORTS,SCH
ITEMDISPLAY        USER,USERDISP          none        ED_REPORTS
                   CHECKOUT,DISCBKDROP,D
none               ISCHARGING             none        none
                   KIDPOWER,KIDPOWER-
                   CHECKIN,KIDPOWER-
                   CHECKOUT,KIDPOWER-
none               RENEW                  none        none


BOUNDWITH,CALLADD
,CALLEDIT,COPYADD,C                                   FINISHED_REPORTS,
OPYEDIT,ITEMDISPLAY                                   LOAD_PROPERTY,MA
,ITEMREMOVE,ITEMTR                                    RCEXPORT,NEW_RE
ANSFER,LOAD                                           PORTS,SAVE_PROPE
ORDER,SEARCH                                          RTY,SCHED_REPORT
SOURCE,TITLEADD,TIT                                   S,STANDALONE,TRA
LEDUP,TITLEEDIT,TITL                                  NSFER,UPDATE,UPD
EREVIEW,TRANSFER                                      ATE_PHOTOS,UPDAT
ITEM,BATCHCOPYADD ALL                      ALL        E_STANDALONE


                   BILLING A
                   USER,CHECKOUT,DISCBKD
                   ROP,DISCHARGING,HOLDDI
                   SPI,hOLDDISPU,HOLDMODI,
                   HOLDMODU,HOLDPLACE,H
                   OLDREMVI,HOLDREMVU,
                   ITEMCID,ITEMINV,ITEMLOS
                   T,ITEMMISSING,ITEMSTATU            FINISHED_REPORTS,
                   S,ITEMUSE,LIBRSTATUS,PA            LOAD_PROPERTY,NE
                   YING                               W_REPORTS,SAVE_
                   BILLS,RENEWITEM,RENEW              PROPERTY,SCHED_R
CALLADD,CALLEDIT,C USER,UNTRANSIT,USERCH              EPORTS,STANDALON
OPYADD,COPYEDIT,IT ARGES,USERCLAIMSRET,U              E,TRANSFER,UPDAT
EMDISPLAY,ITEMREMO SERCOPY,USERDISP,USER              E,UPDATE_PHOTOS,
VE,ITEMTRANSFER,SE LOSTCARD,USERMODIFY,U              UPDATE_STANDALO
ARCHSOURCE         SERREG,USERREMOVE       none       NE
                                                      FINISHED_REPORTS,
                   CHECKOUT,DISCHARGING,I             NEW_REPORTS,SCH
ITEMDISPLAY        TEMSTATUS,RENEWITEM none           ED_REPORTS
                         GRADE LEVEL
                         Grades as determined from Student data (per update procedure)
                         Delivered is standard - do not change
                         If missing code, please notify Lima


Mlis grades to be
mapped to Sirsi grades   name            description
(insert specifica)       01              First grade student
                         02              Second grade student
                         03              Third grade student
                         04              Fourth grade student
                         05              Fifth grade student
                         06              Sixth grade student
                         07              Seventh grade student
                         08              Eighth grade student
                         09              Ninth grade student
                         10              Tenth grade student
                         11              Eleventh grade student
                         12              Twelfth grade student
                         ADULT           Adult student
                         COMMUNITY       Community members
                         FACULTY         Faculty
                         GRADUATE        Past student
                         KG              Kindergarten student
                         KG-A            Kindergarten student - AM
                         KG-P            Kindergarten student - PM
                         PRE             Preschool student
                         SPECIAL         Special needs student
                         UNGRADED        Ungraded
                         UNKNOWN         No description
                         VOC             Vocational student
Policy         name         description
LANGUAGE       ENGLISH      English


GENDER         MALE         Male
               FEMALE       Female


INTERNET USE   INTERNET_N   Not allowed access to Internet
               INTERNET_R   Restricted use to Internet
               INTERNET_Y   Allowed access to Internet
BILL REASON
Deliverd as standard
If missing code, notify Lima

name               description
BEHAVIOR           Behavior
CARDFEE            Fee for library card
CHARGE             Fee for checking out a book
COPYFEE            Fee for copying
DAMAGE             Damaged material
EQUIPFEE           Fee for equipment
HOLD               Fee for placing a hold
ILL                Interlibrary loan
LONGOVRDUE         Long overdue
LOST               Lost materials
MISC               Miscellaneous fees
MLBKFINE           MultiLIS Book Fine
OVERDUE            Overdue materials
PROCESSFEE         Fee for processing
RECALLOVD          Recall overdue
RENTALFEE          Fee for rental
RESERVEOVD         Overdue reserves charge
SUPPLYFEE          Fee for supplies
         BILLING STRUCTURE
         Billing structure will be set using
         district/building policy for
         overdue fines

                                                                                                                                    * district/building policy   if using suspension for overdues
                                                                                                                                                                 quantity of                                maximum
                                                                                              overdue                                        maximum             units         suspension    for bill or   suspension
         name                                  description                      overdue fee     type    hold fee   recall fee   charge fee     fee               suspended        unit      suspension       amount
         FINE1                                 Insert FINE 1 description             *           *       0.00        0.00         0.00          *
         FINE2                                 Insert FINE 2 description             *           *       0.00        0.00         0.00          *
         FINE3                                 Insert FINE 3 description             *           *       0.00        0.00         0.00          *
         NOFINE                                No fines charged -- DO NOT DELETE 0.00                    0.00        0.00         0.00       NONE
         OVERDUE                               Overdue -- DO NOT DELETE            0.00                  0.00        0.00         0.00        0.00

examples: FINE1                                Daily fine                           0.05       DAILY     0.00        0.00         0.00        5.00
          FINE2                                Hourly fine                          0.05      HOURLY     0.00        0.00         0.00        5.00
                          CIRCULATION RULE                                      (must be recognizable name when using as
                          CR will be set using the district/building policies.  selection criteria in reports)
                          The following format will be used:
                          Loan Period,renew limit,billing structure (see below)

                                                                                                                                         *=determined by district policies
                          name                                               description                                   loan period   *billing structure *renew limit *grace period *max ckouts *alt loan pd
(Delivered as standard)   NONCIRC-N                                          Does not circulate under any circumstance     NON-CIRC      NOFINE                         0 if no fines collected - grace period can be set at 0
                          NONCIRC-Y                                          Normally does not circulate/can override      OVERNIGHT     NOFINE                         0
                          UNLIMITED                                          Circulates for an unlimited period of time    UNLIMITED     NOFINE                         0
Adjust as needed          1D0R0F                                             Circulates 1 day - no renewal - no fine       1DAY          NOFINE                         0
                          1H0R0F                                             Circulates 1 hour - no renewal - no fine      HOURLY        NOFINE                         0
                          1M0R0F                                             Circulates 1 month - no renewal - no fine     30DAY         NOFINE                         0
                          1W0R0F                                             Circulates 1 week - no renewal - no fine      7DAY          NOFINE                         0
                          2W0R0F                                             Circulates 2 weeks - no renewal - no fine     14DAY         NOFINE                         0
                          1S0R0F                                             Circulates 90 days - no renewal - no fine     90DAY         NOFINE                         0

examples:
                          1W2R5F                                             Circulates 1 week - 2 renewals - .05 fine     7DAY          FINE1                          2
                          2W3R0F                                             Circulates 2 week - 3 renewals - no fine      14DAY         NOFINE                         3
                             CIRCULATION
                             MAP
                                                                                                                                      Circulation
Sirsi required - DO NOT DELETE Name        Description                                          Library   User Profile   Item Group   Rule
                               DEFAULT     Rule used if specific combination is not defined     ALL       ALL            ALL          NONCIRC-N
                               RESERVES    Reserves                                             ALL       RESERVES       ALL          UNLIMITED
                               LOST        Materials checked out to LOST                        ALL       LOST           ALL          UNLIMITED

                             LIB-USE       Materials checked out to library department          ALL       LIBRARYUSE ALL              UNLIMITED

                             LIBTRANSIT    Any items may be charged to intransit user for ILL   ALL       INTRANSIT      ALL          UNLIMITED
                             MISSING       Materials checked out to MISSING                     ALL       MISSING        ALL          UNLIMITED
                             LOSTCARD      Lost user card                                       ALL       LOSTCARD       ALL          NONCIRC-N

Make adjustments as needed   CIRCMP1       Insert CIRCMAP 1 description    (DEMO)               *         *              *            *
                             CIRCMP2       Insert CIRCMAP 2 description    (DEMO)               *         *              *            *
                             CIRCMP3       Insert CIRCMAP 3 description    (DEMO)               *         *              *            *
                             CIRCMP4       Insert CIRCMAP 4 description    (DEMO)               *         *              *            *
                             CIRCMP5       Insert CIRCMAP 5 description    (DEMO)               *         *              *            *



                             Example:
examples: (KA schools)       CIRCMP1       Checkouts to KAEL K-2 students - GENERAL             KAEL      STUDENT1       ALL          1W5R5F
                             CIRCMP2       Checkouts to KAEL 3-6 students - GENERAL             KAEL      STUDENT2       ALL          2W10R5F
                             CIRCMP3       Checkouts to KAHS students - GENERAL                 KAHS      STUDENT3       ALL          3W0R5F
                             CIRCMP4       Checkouts to KA faculty/staff - GENERAL              ALL       FACULTY1       ALL          1S0R0F

                             CIRCMP5       Checkouts to KAEL 3-6 students - MAGAZINE            KAEL      STUDENT2       PERIODICAL 1W5R5F

                             CIRCMP6       Checkouts to KAHS students - MAGAZINE                KAHS      STUDENT3       PERIODICAL 1W5R5F
PAYMENT TYPE
Delivered as standard
If missing code, notify Lima

name                 description

CANCEL               Billed in error
CASH                 Paid with currency
CHECK                Paid with check
FORGIVEN             Cleared at library's discretion
DEBIT                Debit Card
          HOLD REASON           (delivered)

          name                  description

          BL_NONEED             Blanket Hold - no need
          CANCELLED             Hold was cancelled
          EXPIRED               Hold has expired
          FILLED                Cancelled when item was placed on reserve
          RSV_CANCEL            Hold was filled


Note: The delivered Hold Reason policies should not be renamed or removed.
At this time, it is not necessary to create new Hold Reason policies since the system uses only the standard delivered policies.
                HOLD MAP                        ****library specifics

                                  name          description        Item library   Item group User profile Permission       Priority



enter default
                                  ****-A-A      ****/ALL/ALL       ALL            ALL         ALL           ALL_LIBS       NONE

example:                          KA-A-A        KA/ALL/ALL         ALL            ALL         ALL           ALL_LIBS       NONE
or can do specific libraries
                                  KAEL-A-A      KAEL/ALL/ALL       KAEL           ALL         ALL           ALL_LIBS       OWN_LIB

                                  KAHS-A-A      KAHS/ALL/ALL KAHS                 ALL         ALL           ALL_LIBS       OWN_LIB



Caution: It is recommended that you keep the hold map as simple as possible.
                 Usually only a few lines in the hold map are required to carry out necessary permission and priority assignments.

				
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