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The standard settings configured in the subtabs of the Patron Policy and= Item Policy sections are the general rules for the selected patron and ite= m groups (e.g. 6th Grade and eBook). Exceptions to these rules are se= t in an appropriate combination of a patron and item policy. Exceptions mod= e allows you to modify the behavior and relationships between selected patr= on and item policies to further customize your policy settings.
The standard settings configured in the subtabs of the Patron= Policy and Item Policy sections are considered the general rules for the s= elected patron and item groups (e.g. 6th Grade and eBook). Exceptions to th= e way these combined policy groups interact in Standard Mode can be adjuste= d by clicking the Exceptions tab, which will then turn red to indicate you'= re in Exceptions Mode. This mode allows you to modify the behavior and rela= tionships between selected patron and item policies to further customize yo= ur policy settings.
For example, if you have a policy for =E2=80=9CStaff=E2=80=9D= and another for =E2=80=9CProjectors=E2=80=9D, you may want your staff to b= e able to check out projectors but only staff members and no other patrons = under any other policies
One rule of thumb when creating an exception is to set up the policy bas= ed on how it will apply to the majority of users, and then set up the excep= tions.
For example:
Policy exceptions are checked duri= ng each transaction but still apply to the patron as a whole. Continuing wi= th the example above, let=E2=80=99s say a 4th grader already has 3 items ch= ecked out (of any type) and wants to check out another item. If that item i= s a music CD, they won=E2=80=99= t be able to check it out b= ecause it references the exception and sees that their limit is= 3 items. But if the item is a book, they will be able to check it out because their norm= al limit is 5 items.
In other words, the Maximum Loaned= Items is not looking at each item=E2=80=99s type; the exception is = span>only referenced when there=E2=80= =99s a transaction between a patron of this type and an item of this type.<= /span>
When you save your changes, the fields, dropdown menus, or checkboxes wi= th exceptions will be highlighted in red to indicate that they're exception= s to the default standards.
Policies subtabs that contain an exception will display an alert icon (i= .e. warning sign) to the left of the name to indicate that an exception is = present for the selected Patron/Item policy combination.
Click the Exceptions button and it will turn red to inform us that we ar= e in Exceptions Mode. Once in this mode, make changes to the desired policy= tabs and fields. When you save your changes, a red box will appear around = the modified fields. Once you are finished, click the Exceptions button aga= in to leave the Exceptions Mode.
When the Exceptions button is yellow, you know that there must be an exc= eption involving your item and patron policies. The yellow alert icon (i.e.= warning signs) that appear in the Policies tabs inform you as to where you= r exceptions are located. If you switch to a policy that does not have any = exceptions, the Exceptions button will not be yellow and t= here not be an Alert icon.
To remove exceptions, click the Exceptions button and then the Actions d= rop-down menu located at the bottom of the Patron policy section (on the le= ft) or the Item policy section (on the right). Here you can choose to remov= e any selected or all patron or item exceptions depending on which Actions = drop-down menu you selected.
Changing a policy will not affect past transactions.
To change the fine rate on a book that is currently checked out, check t= he book in to forgive the fine, then check it out again to the same patron = and use the Set = Due Date command to assign the original due date.
To modify an exception:
Changing a policy will not affect past transactions. The only way to cha= nge the fine rate on a book that is currently checked out is to check in th= e book, forgive the fine, and check out the book to the same patron for the= old due date (using a manual override date).
To remove a policy exception: