Hi Filip,

  I understand that you're saying in the Duke example I could determine which of the rules had precedence by I selecting either location or material type as the priority.  What I don't understand is if priority is set for each rule, for each library or for each institution? 

   In the example I've set I would want the location as a higher priority, but there are other times that I would want a different criteria as a priority.  So it would only be setting the priority for each rule that would let me control this the way I need to. 


  But that flexibility creates another concern.  If we can set priorities at the rule level when creating/adjusting a rule:

 - how would I know (or how easily would I be able to tell) that a new or changed rule might be overridden by or override another rule somewhere else?

 - and if I adjust for a priority in one place, how would I know what other rules are going to be impacted by that change?


I know that I should let Wendy answer her question herself but I think what she was talking about is one of my concerns as well.

We need to be sure that priority for specificity 'understands' that a sub-location is more specific than a location.  At some point there was a conversation about a hierarchy of locations at one point, going from institution, to building, to collection, to sub-collection  ( e.g. reserves is a sub-location within the main library building and may need to behave differently than a reserves sub-location in another library building).   In this scenario specificity would need to work so that a rule that names a sub-collection has precedence over a rule that names a building even though they are both listed under location.  The rule would also need to be aware of the parent locations in order to differentiate properly.

       Is that what you were referring to Wendy or did I miss the boat?


Talk to you all tomorrow.


Andrea


From: folio-ra@ole-lists.openlibraryfoundation.org <folio-ra@ole-lists.openlibraryfoundation.org> on behalf of Filip Jakobsen <indexdata@filipjakobsen.com>
Sent: Wednesday, April 12, 2017 4:57:08 PM
To: folio-ra@ole-lists.openlibraryfoundation.org
Subject: Re: Loan rule conflicts
 
Hi guys,

Thanks for filling out the spreadsheet.

There is actually nothing in the matrix you guys filled out that contradicts the concept we all agreed on a few meetings back. Accidentally one of the headers says Loan Rule instead of Loan Type, and so the example from Duke would be resolved by the Priorities Window.

The peach colored rows from Lehigh I am not sure I understand - could someone elaborate on those?

Also, Wendy, you mentioned something in our last meeting about wanting to set up a loan rule for a small collection in the library that overrides another rule set up for its parent collection - is that reflected in this table? Or can you elaborate on that example in a reply on email?

I am thinking Cate should take over the entire meeting tomorrow and I will spend some time documenting the concept we've discussed as well as try to reach out to some different people one-on-one for detailed discussion of different challenges with the concept. 

Thank you,

Filip Jakobsen
UX & Interaction Designer
+45 31 24 25 26

Den 12. apr. 2017 kl. 17.43 skrev Andrea Loigman <andrea.loigman@duke.edu>:

Hi,

 

Filip REALLY needs our input to help resolve the confusion that we were having about loan rules and how they should work.  PLEASE put in an example or two so that he has time to review them before we meet tomorrow


So - a reminder to fill out the google doc at: https://urldefense.proofpoint.com/v2/url?u=https-3A__docs.google.com_document_d_1Er2qFDHiYiw68vEgdJF3gwg-2Dg-5FUu7odTHotTzFCTH0I_edit&d=DwMCaQ&c=imBPVzF25OnBgGmVOlcsiEgHoG1i6YHLR0Sj_gZ4adc&r=rYj3qdYi4__44GzovRfPybpo1FHL6IToHX1oj3zP2R4&m=uEZan8RmoISngtQw6YsmlHuUXMHxMU9R7XXfUrowWu0&s=84f2gWTkQuoM7RzZJuvSYDIR2XEU5FmbGIu50hldYt0&e=



Thanks,

Andrea

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