One rule of thumb when creating an exception is to set up the policy based on how it will apply to the majority of users, and then set up the exceptions.

For example:

• You can make an exception that items belonging to the Reference policy only circulate to members belonging to the Staff patron policy. While the standard Transaction Period for the Reference item policy could be set to 0 days, an exception to the policy could be made so that the patron Staff policy may check out the reference books for 3 days.

• While you usually allow your 4th Grade patrons to check out five items at a time, you may want to limit them to three music CDs.
  • Select the 4th Grade Patron Policy on the left and the Music CDs Item Policy on the right.
  • Click the Exceptions tab (it will turn red).
  • Change the Maximum Loaned Items checked out to 3.

• If you have a patron policy for IT (Information Technology) and an item policy for Projectors, you may want to give your information technology specialists the ability to check out projectors, but only them and no other patrons under any other policies

When you save your changes, the fields, dropdown menus, or checkboxes with exceptions will be highlighted in red to indicate that they're exceptions 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. To remove exceptions, click on the Exceptions tab, and then select the Actions menu at the bottom of the Patron policy section (on the left) or the Item policy section (on the right).

Step-by-Step Instructions

Click the Exceptions button and it will turn red to inform us that we are 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 again to leave the Exceptions Mode.

When the Exceptions button is yellow, you know that there must be an exception involving your item and patron policies. The yellow Alert alert icon (i.e. warning signs) that appear in the Policies tabs inform you as to where your exceptions are located. If you were to switch to a policy that has no does not have any exceptions, the Exceptions button would will not be yellow and there would not be no an Alert iconsicon.

To remove exceptions, click the Exceptions button and then the Actions drop-down menu located at the bottom of the Patron policy section (on the left) or the Item policy section (on the right). Here you can choose to remove any selected or all patron or item exceptions depending on which Actions drop-down menu you selected.

Create an Exception

Modify an Exception

Remove an Exception