Exceptions allow you to make an item policy behave a certain way when teamed up with a patron policy, or vice versa. For example, if you have a policy for “Staff” and a policy for “Projectors”, you might want your staff to be 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 how it would apply to the majority of users and then set up the exceptions.

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 were to switch to a policy that has no exceptions, the Exceptionsbutton would not be yellow and there would be no Alert icons.

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.

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Exceptions

Information set on the Patron Policy or Item Policy tabs are the general rules for those patrons and items. Exceptions to these rules are set in an appropriate combination of a patron and item policy. For instance, reference books on the “Reference” policy do not circulate except to staff members. On the Item Policy window, the “Reference”policy would be set to “0” days check out but on the “Circulation” policy for staff checking out reference books it would be set to the number of days (i.e. “3” days) that staff members may check out the reference books.

Create an Exception

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Modify an Exception

To modify an exception:

1. Select Preferences from Alexandria's Tools module. Alternately, you can access the Preferences interface by typing the domain name (or IP address), (optional) port number, and (optional) serial number of your Data Station followed by /preferences into your browser's Address field (usually located in the upper-left corner of the window).
2. Click on the Policies icon in the Circulation section of the Preferences window.
3. From the drop-down menu, select the Patron Policy and Item Policy that, when combined, contain your policy exception.
4. Click the Exceptions button (it should turn red).
5. Go through the various Policies tabs (Check Out, Overdue, Hold, Reservation, and Other), changing the appropriate values to the fields, drop-down menus, and checkboxes.
6. When you have successfully modified your exception, click the Save button.
7. A red outline should appear around every exception (field, drop-down menu, and checkbox) that was made.
   
   

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Remove an Exception

To remove a policy exception:

1. Select Preferences from Alexandria's Tools module. Alternately, you can access the Preferences interface by typing the domain name (or IP address), (optional) port number, and (optional) serial number of your Data Station followed by /preferences into your browser's Address field (usually located in the upper-left corner of the window).
2. Click on the Policies icon in the Circulation section of the Preferences window.
3. From the drop-down menu, select the Patron Policy and Item Policy that, when combined, contain the policy exceptions that you would like to remove.
4. Click the Exceptions button (it should turn red).
5. Once in Exceptions Mode, use the Actions drop-down menu to remove policy exceptions using one of the following three selections:
   
   • Remove Selected Exception. Go through the various Policies tabs (Check Out, Overdue, Hold, Reservation, and Other); place your cursor on (or in) the red, outlined fields, drop-down menus, and checkboxes and select the Remove Selected Exception from the Actions drop-down menu.
   • Remove Patron/Item Exceptions. Depending on your selection, this will remove all of the Patron or Item policy exceptions. For example, selecting Remove Patron Exceptions from the Actions drop-down menu in the lower-left hand side of the Patron Policy section will clear all of the patron policy exceptions (fields, drop-down menus, and/or checkboxes outlined in red) from the selected Patron Policy.
   • Remove All Exceptions.This selection will remove all the Patron and Item exceptions from the selected Patron and Item Policy.
6. When you have successfully removed your exceptions, click the Save button.
   
   

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