Appendix A.6 Loan Rules

What Determines the Loan Rule to be Used?

When your Institution is the LENDER:
 

Your local itypes combined with central site ptypes = Institutional Loan Rule

 

The requestor’s local ptype is converted by the central site into a central site ptype. This
information is sent to your local system and is embedded in your local item type. When
you retrieve the requested item from the shelf and check it out, the system looks up the
correct loan rule in the loan rule determiner table by your local itype and then by the
central site ptype. These two items should map to the Institutional Loan Rule and give a
21 day check out period, except for those items mapped to the Media Institutional Loan
Rule which give a 7 day check out period.

 
When Your Patron is the BORROWER:
 

Your local ptypes combined with central site itypes = Patron Loan Rule

 

The itype of the item being requested from another institution is converted to a central
site itype and sent to your local system where it is embedded in the patron record. When
the item is received by your institution and checked out to the patron, the system looks up
the correct loan rule in the rule determiner table by your local ptype and then by the
central site itype. These two items should map to the Patron Loan Rule and also give a
21 day check out period, except for those item mapped to the Media Patron Loan Rule
which give a 7 day check out period.

Rules of thumb:

1. Central site itypes and central site ptypes should not be associated together in the rule
    determiner table. This instance should never occur under PCIRC. The lone
    exception to this is the test ptype 210, which can be both a local and central ptype.

 

2. The loan rule period is 21 days for both loan rules, except the Media Loan Rule
    which has a 7 day check out period. So, once the item is actually checked out to the
    end user, the due date is reflected on the patron record and the one reflected in the
    central catalog will not match. If the patron renews the item, then the owning
    library’s due date is updated as well as the central catalog and all will have the same
    date. This only occurs if there is a renewal.