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Wiki source code of Planning loan and hold rules

Version 1.1 by BibOS Admin on 2026/11/14 19:03
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BibOS Admin 1.1 1 Translate lending policy into a testable matrix of patrons, items and branches.
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3 {{toc/}}
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5 Check the official Koha manual for your installed version.
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7 {{id name="policy-matrix"/}}
8 == Build the policy matrix ==
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10 Koha circulation rules can use combinations of library, patron category and item type. Defaults and more specific rules need to be considered together. Document your intended outcomes before changing configuration.
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12 {{id name="decisions"/}}
13 == Decisions to collect ==
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15 |=Policy area|=Question for your team
16 |Loan period|How long can each category borrow this type of item?
17 |Limits|How many items may be borrowed at once?
18 |Renewals|How many are allowed and what prevents a renewal?
19 |Holds|Which materials can be requested and where can they be collected?
20 |Calendar|How should closed days affect due dates?
21 |Exceptions|Which staff may override a restriction?
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23 {{id name="test-the-matrix"/}}
24 == Test examples, not just settings ==
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26 Write a test case for a normal loan, a restricted item, a renewal with a waiting hold and a return at another branch. Include a category with special rules.
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28 Use test accounts to compare actual outcomes with the policy sheet. Record the due date, allowed actions and messages. Have service desk staff review the results before making the settings part of daily work.
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30 {{id name="sources"/}}
31 == Official references ==
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33 * [[Koha manual: circulation and fine rules>>https://koha-community.org/manual/latest/en/html/administration.html]]
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35 == Related guides ==
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37 * [[Checkouts, returns and holds>>doc:Guides.operations.circulation.WebHome]]
38 * [[Branches, locations and item types>>doc:Guides.setup.branches-and-types.WebHome]]
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