The circulation map is a group of Symphony policies made up of library, patron, and item information that tells the system how items should circulate.
You can view your library's circulation map and other policies at https://wyld.sirsi.net/map/
System Policies used by the Circulation Map
- Loan period (for fixed due dates)
- Closed DAYS and closed DATES
- Item record
- Item type
- Circ/non-circ option
- Maximum charges allowed (override required if exceeds)
- Life of card (override required if the card is expired; loan period may be shortened)
- Overdue threshold (user is blocked if the number is met or exceeded)
- Bill threshold (when the user meets or exceeds the bill threshold amount the user is blocked)
- Library precedence (for fixed due dates)
Once the library, patron profile type, and item type have been considered, the map assigns a circulation rule to the item which determines the loan period, number of renewals, number of items allowed of that type, and the billing structure.
Circulation Rule Components
- Loan Periods (hourly, daily, weekly, minutes, date list - for fixed due dates)
- Fine structure (fine increment and maximum fine, e.g. $.10 per day, maximum fine $3.00)
- Number of renewals allowed
- Maximum charges
- Grace period
- Whether the charge is overridable
Item type policies can be grouped together to use a single circ rule. Previously, only one item type could be applied to a circ rule. If a library wanted to limit the number of DVDs checked out to a patron to 3 items, but the library used multiple DVD item types (DVD, DVD2, and JUVDVD), the library was limited to allowing three checkouts of each item type (3 DVDs, 3 DVD2s, 3 JUVDVDs). Now a library is able to limit the number of checkouts to three in total between all three of these item types.
Reading your circ map
The system reads the circ map from the bottom to the top. If it encounters a match between the library, item type, and patron profile, it will apply the circ rule designated. A default rule is used for that group of patrons if no match is found.
In the following example, if any patron at this library were to check out an item type AV-
EQUIP, the rule D1-LINC1 will be used. If any patron at this library checked out an item with item types DVD, JUVDVD, NEW-BOOK, or ONTHEFLY, the rule D21-LINC2 will be used.
However, if any other item type is encountered that is not specifically listed, the rule listed as D21-LINC will be used.
The overall rule for each patron profile is meant to describe how most items in the library should circulate to this type of patron. Any exceptions to that rule follow in the subsequent lines. When a library decides to start circulating a new item type, only an item that will circulate differently from the overall rule would need its own line in the circ map. Additionally, there is no need to define rules for item types that are not in use at the library in question.
Troubleshooting your policies & requesting changes
When an item circulates in a way that seems incorrect, you should double-check the item type and the patron's profile. Check the user's record to see if the correct circulation rule was applied. If you've verified that these are correct, and the online circ map appears to be correct, contact the WYLD Office with the item barcode and the patron barcode in question.