Exceptions
The standard settings configured in the subtabs of the Patron Policy and Item Policy sections are the general rules for the selected patron and item groups (e.g. 6th Grade and eBook). Exceptions to these rules are set in an appropriate combination of a patron and item policy. Exceptions mode allows you to modify the behavior and relationships between selected patron and item policies to further customize your policy settings.
Policy Exceptions (2:01)
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: The policy exception is checked during each transaction but still applies to the patron as a whole. In the above example with Music CDs, if a 4th Grade patron has 3 items checked out (of any type), when she goes to check out another item, if the item is not a Music CD she will be able to check it out (until she hits her limit of 5); if the item is a Music CD she will be prevented from checking it out, because she already has 3 items. In other words, the Maximum Loaned Items is not looking at the item type, only the rule is checked when a transaction is created between a patron of this type and an item of this type. 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.
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 icon (i.e. warning signs) that appear in the Policies tabs inform you as to where your exceptions are located. If you switch to a policy that does not have any exceptions, the Exceptions button will not be yellow and there not be an Alert icon. 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. MultiExcerpt named Create an Exception was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro MultiExcerpt named Modify an Exception was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro MultiExcerpt named Remove an Exception was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macroStep-by-Step Instructions
Create an Exception
Modify an Exception
Remove an Exception