New Prospector Loan Rules
The Prospector system (http://prospector.coalliance.org) currently has a very
straightforward and simple loan policy. All patron types and all items are lendable for 3
weeks with one renewal possible and a $100 lost volume fee. Two new loan rules are
being added in August 2001: a media loan rule and a PASCAL journal loan rule. A
media loan rule will offer a one-week checkout period with no renewals and will support
libraries that may want to lend materials such as videos, CDs, DVDs and other specialty
items but were unwilling to do so under the longer loan period. The lost item fee for
media will remain the standard $100 cost. A PASCAL journal loan rule will offer a one-
week checkout period with no renewals but a $400 lost volume fee. PASCAL is the new
remote storage facility being shared by CU/Boulder, University of Denver, Auraria and
CU/Health Sciences. For the first time, patrons will be able to borrow bound serials that
have been placed in the PASCAL facility. Monographs that are placed in PASCAL will
be available with the standard Prospector loan rule.
Libraries will need to add a new loan rule into their local library systems before the new
policies can be activated. The central Prospector system has been updated to support the
new policies. For more information, contact George Machovec
(gmachove@coalliance.org) at the Alliance or Jim Farmer
(jfarmer@manta.colostate.edu) at CSU who is chair of the Prospector Document
Delivery Committee.
The following instructions and tables are specifically designed for Prospector libraries
running a local Innopac from Innovative Interfaces, Inc. Please contact the Alliance
office for further information on libraries running the CARL System or the Voyager
(Endeavor) system.
Steps to adding Media and PASCAL journal circulation periods (III
libraries) for Prospector
NOTE: See the sample tables for how to set-up parameters in more detail..
Adding our two new 7-day parameters:
1. Prospector DD Committee must determine the number of the PROSPECTOR ITEM
TYPE for media circulation as well as the PASCAL ITEM TYPE number at the
Central level. [NOTE: THIS IS DONE: Chosen: 205 for Media and 206 for
PASCAL Journals.]
2. Add ITYPE 205 and 206 to Central. [NOTE: THIS IS DONE]
3. Add ITYPE 205 and 206 to your local systems.
4. Provide George (gmachove@coalliance.org) with a revised profile sheet for your
institution after mapping your local ITYPES that will circulate on the new 205 and
206 Central ITYPES (if applicable).
5. Add a Central Rule Selection Entry for media and PASCAL. [NOTE: THIS IS
DONE]
6. Add a Local Loan Rule for media and PASCAL circulation setting the loan time at 7
days with no renewals. PASCAL loan rule will differ in price fields for replacement
cost ($400 vs. $100 for media).
7. Add a Local Rule Selection Entry for Media and PASCAL.
8. Establish a testing plan if necessary.
9. Establish an implementation date.
Note if you use the Visiting Patron Option, you may have additional adjustments to
make. Check with George or Jim for how to proceed. We may need to study up on this
again!
August 20, 2001 comments from Jim Farmer on new loan rules.
For everyone setting up for Pascal and Media on III:
If you are a library that is a part of PASCAL or are using the new media option, your set-
up will be more complicated because you will not only have to set up to send Pascal or
media as well as receive Pascal or media
For example, at CSU, I only needed to add 2 local loan rules for 205 and 206 (different
due to billing prices). Then, in the rule selection table, I added 2 new lines corresponding
to each of these for checkout at our Circ Desk. This is because CSU is only receiving. All
of our media will be loaned via the 3-week loan period so we didn't have to add any
institution-to-institution loan rules. Should we in the future use either of these for
loaning, those will have to be put in.
So, for lending and receiving sites, you need to do the above in order to circulate to
patrons at your desk. PLUS...In order to circulate to other institutions, you will need more
institution loan rules and rule selections.
I'm hoping this makes sense. The other glitch could result if mapping to the new ITYPES
205 and 206 is incorrect. Be sure George has the right ITYPES from your local
institutions to map correctly to these. Then, also be sure your items have the proper
ITYPE in order to Circulate.
Sample Loan Rule Tables for Local Innovative Systems
3rd local (point
1st local (point of 2nd local (point of of checkout at
checkout at circ. checkout at circ. circ. desk)--
desk)--#varies in desk)--#varies in #varies in your
central #1 central #2 central #3 central #4 your tables your tables tables NOTES
INSTITUTION
TO INSTITUTION
INSTITUTION INSTITUTION TO PASCAL
CHECKOUT TO INSTITUTION JOURNAL
FOR NON-CIRC, INSTITUTION PASCAL REGULAR MEDIA LOANS
REGULAR SPECIFIC FOR CHECKOUT JOURNAL LOANS TO LOANS TO TO
LOANS PROSPECTOR FOR MEDIA CHECKOUTS PATRONS PATRON PATRON
R N R R R R R
55 0 17 17 21 7 7
Y N Y Y Y Y Y
N N N N N N N
7 N 0 0 14 0 0
0 0 0 0 21 0 0
0 0 0 0 0 0 0
1 0 0 0 1 0 0
Central 1 is 55: 42 days
plus 13 for transit time,
Central 2 and 3 are 17; 10
55 0 17 17 21 7
7 days for transit.
0 0 0 0 0 0
0
0 0 0 0 0 0
0
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
1 1 1 1 LOCAL DEF. LOCAL DEF. DEF.
NOTE: PROSPECTOR
CONSIDERS A BOOK TO
LOCAL BE BILLED AFTER 55
DAYS--PLEASE ADJUST
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF. ACCORDINGLY
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
$0.00 $0.00 $0.00 $0.00 $75.00 $75.00 $400.00
NOTE: USE OF
PROCESS FEE VS. SER.
CHARGE FIELDS MAY
BE LOCAL DEF. DUE TO
HOW YOU HANDLE
FINANCIALS (E.G.
BURSAR OUTPUT AND
A/R ACCOUNTS MAY BE
0 0 0 0 0 0 0 TIED TO THESE FIELDS)
NOTE: USE OF
PROCESS FEE VS. SER.
CHARGE FIELDS MAY
BE LOCAL DEF. DUE TO
HOW YOU HANDLE
FINANCIALS (E.G.
$0.00 $0.00 $0.00 $0.00 $25.00 $25.00 $0.00 BURSAR OUTPUT AND
A/R ACCOUNTS MAY BE
TIED TO THESE FIELDS)
0 0 0 0 0 0 0
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
LOCAL
0 0 0 0 LOCAL DEF. LOCAL DEF. DEF.
0 0 0 0 0 0 0
SAMPLE RULE SELECTION TABLE ON THE CENTRAL (PROSPECTOR) AND LOCAL SYSTEMS
CENTRAL (table is read from bottom to top)
ENTRY # LOCATION PATRON ITEM TYPE RULE NOTES
TYPE NUMBER
1 ????? 999 999 2 catch-all; makes non-circ for
libraries/patrons/items which fall
through the table
2 9* 201-209 206 4 allows central pass-through for
eventual 7-day PASCAL journals for
valid ptypes, no renewal
2 9* 201-209 205 3 allows central pass-through for
eventual 7 day circulation MEDIA for
valid ptypes, no renewal
3 allows central pass-through for
eventual 21 day circulation for valid
9* 201-209 200 1 ptypes, 1 renewal
4 prevents testing on itypes other than
9* 210 ????? 2 200; this line must be paired with line 4
5 allows circ. testing for test ptype 210
9* 210 200 1 and test itype 200
6 9* 200 ????? 2 prevents circ. for ptype 200
7 9* 211 ????? 2 prevents circ. for test ptype 211
LOCAL (your table is also read from bottom to top but info below will vary on placement in your system--see notes for recommendations.)
ENTRY # LOCATION PATRON ITEM TYPE RULE NOTES
TYPE NUMBER
varies--place this 9* varies--put ranges 206 varies--this is your NEW FOR 2001: PASCAL JOURNAL CIRCULATION
entry at bottom of your ptypes rule number for FOR 7 DAYS
of your local who can borrow the Prospector
table from Prospector + PASCAL journal
remember to checkout for
include 210 point-of-chkout to
patron
varies--place this 9* varies--put ranges 205 varies--this is your NEW FOR 2001: MEDIA CIRCULATION FOR 7 DAYS.
entry at bottom of your ptypes rule number for
of your local who can borrow the Prospector
table from Prospector + media 7 day
remember to checkout for
include 210 point-of-chkout to
patron
varies--place this 9* varies--put ranges 200 varies--this is your original setup
entry at bottom of your ptypes rule number for
of your local who can borrow the Prospector
table from Prospector + regular 21 day
remember to checkout for
include 210 point-of-chkout to
patron
varies--place this ????? 201-210 your local item varies--this is your original setup
entry at bottom types which are rule number for
of your local requestable the Prospector
table chkout to other
institutions
varies--place this 9* varies--put ranges 999 varies--this is your original setup
entry above the of your ptypes rule number for
previous 3 who can't borrow the non-circ,
entries in your from Prospector + specific for
local table since remember to Prospector rule--if
this is the non- include 211 you chose to
circ, specific for create one (many
Prospector loan may have used
rule their default
noncirc rule)
SAMPLE LOCAL BLOCK TABLE
PTYPE EDATE MAX $ H ODUE MAX MAX MAX ILL MAX A MAX B MAX C MAX D HI PTS BLK
ITEM HOLD DAYS
200 Y 0 0 0 0 0 0 0 0 0 0 0
201 Y 999.99 9 40 40 0 0 0 0 0 0 0
202 Y 999.99 9 40 40 0 0 0 0 0 0 0
203 Y 999.99 9 40 40 0 0 0 0 0 0 0
204 Y 999.99 9 40 40 0 0 0 0 0 0 0
205 Y 999.99 9 40 40 0 0 0 0 0 0 0
206 Y 999.99 9 40 40 0 0 0 0 0 0 0
207 Y 999.99 9 40 40 0 0 0 0 0 0 0
208 Y 999.99 9 40 40 0 0 0 0 0 0 0
209 Y 999.99 9 40 40 0 0 0 0 0 0 0
210 Y 999.99 9 40 40 0 0 0 0 0 0 0
211 Y 999.99 0 0 0 0 0 0 0 0 0 0
Revised August 23, 2001
For more information contact:
Jim Farmer (jfarmer@manta.colostate.edu) or George Machovec (gmachove@coalliance.org)