Circulation - User Policy Lists
About
This article lists all the Symphony policies that are currently available for members' use in drop-down menus within the WorkFlows Circulation Module for Users. The article also defines the purpose of each policy type.
User Profile
User Profile designates separate groups of patrons who need different circulation configuration in terms of checkout lengths, privilege expiration lengths, privilege fee, number of checkouts, number of holds, billable status, bill threshold, and overdue threshold. User Profiles should not be used purely for demographic information; separate profiles should only be used for different configuration needs.
User Profiles are specific to each library so there is no list of available policies.
User Categories
User Categories designate demographic, grouping, and statistical information about users as well as some functionality that is not tied to circulation map or hold map configuration such as notice preference.
Each category is used for a specific set of information, and some user categories have different uses for each library type. Most categories are optional.
User Category 1
Public: Residency Status
School/Academic: Student/Staff
Special: Special use as needed
| User Cat 1 Code |
Description |
| STAFF |
ALL - Staff |
| CITY |
PUBLIC - City Resident |
| COUNTY |
PUBLIC - County Resident |
| DISTRICT |
PUBLIC - District Resident |
| ORGANIZ |
PUBLIC - Organization |
| OUTOFDIST |
PUBLIC - Out of District |
| OUTOFSTATE |
PUBLIC - Out of State |
| SEASONAL |
PUBLIC - Seasonal or Part-Time Resident |
| STATE |
PUBLIC - State Resident |
| TEMP |
PUBLIC - Temporary resident |
| ILL-MT |
ALL - Interlibrary - Montana |
| ILL-OOS |
ALL - Interlibrary - Out of State |
| ILL |
ALL - Interlibrary |
| PUBLIC |
SCHOOL - Public |
| STUDENT |
SCHOOL - Student |
| GOVT-EMP |
SPECIAL - Federal or local government employee |
| GOVT-PARA |
SPECIAL - Federal or local government paralegal |
| GOVT-ATTY |
SPECIAL - Government attorneys |
| INTERN |
SPECIAL - Intern |
| LCT-JUDGES |
SPECIAL - Judges (not Supreme Court) |
| ACADEMIC |
SPECIAL - MT-LAW Academic Uni/High |
| NON-STAFF |
SPECIAL - Non Staff Users |
| PRVT-ATTY |
SPECIAL - Private attorneys |
| PRVT-PARA |
SPECIAL - Private practice paralegal |
| STATE-ATTY |
SPECIAL - State attorney |
| STATE-EMP |
SPECIAL - State Employee |
| STATE-PARA |
SPECIAL - State paralegal |
| SUPREME |
SPECIAL - Supreme Court |
User Category 2
Public: Age Level
School/Academic: School Level
Special: State agencies and departments; Special use as needed
|
User Cat 2 Code
|
Description
|
| ADULT |
PUBLIC - Adult |
| JUVENILE |
PUBLIC - Juvenile |
| OTHER |
PUBLIC - Other |
| PRESCHOOL |
PUBLIC - Preschool |
| SENIOR |
PUBLIC - Senior Citizen |
| YA |
PUBLIC - Young Adult |
| ELEM |
SCHOOL - Elementary School |
| HIGH |
SCHOOL - High School |
| JUNHIGH |
SCHOOL - Junior High School |
| MIDDLE |
SCHOOL - Middle School |
User Category 3
Public: Not available
School/Academic: Grade Level
Special: Not Available
| User Cat 3 Code |
Description |
| 1ST-GRADE |
First grade |
| 2ND-GRADE |
Second grade |
| 3RD-GRADE |
Third grade |
| 4TH-GRADE |
Fourth grade |
| 5TH-GRADE |
Fifth grade |
| 6TH-GRADE |
Sixth grade |
| 7TH-GRADE |
Seventh grade |
| 8TH-GRADE |
Eighth grade |
| FACULTY |
Faculty |
| FRESHMAN |
Freshman |
| GRAD |
Graduate |
| JUNIOR |
Junior |
| KINDER |
Kindergarten |
| PARENT |
Parent |
| PRESCHOOL |
Preschool |
| SENIOR |
Senior |
| SOPHOMORE |
Sophomore |
User Category 4
All Libraries: Notice generation/Delivery Options
| User Cat 4 Code |
Description |
| EMAIL |
Email notice preferred |
|
PHONE
|
Phone call notice preferred
|
|
PRINT
|
Print notice preferred |
|
REVIEW
|
Choose only if staff need to fix something on the account; update cat4 once issue is resolved
|
|
NOHOLDNTC*
|
Exclude from hold notice generation/reports
|
| NONOTICE* |
Exclude from ALL notice generation/reports |
*These options (NOHOLDNTC and NONOTICE) require additional configuration and can be added to your user cat4 drop-down upon request.
User Category 5
All Libraries: Census Tract Information or local geographic area information,
User Category 5 is specific to each library so there is no list of available policies.
User Category 6
All Libraries: City, County, Federation Information
User Category 6 is specific to each library so there is no list of available policies.
User Category 7
All Libraries: Outreach Designations
User Category 7 is specific to each library so there is no list of available policies.
User Category 8
All Libraries: Gender
User Category 9
All Libraries: Special Status for System Use
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