HomeMigrationSettings (basic and detailed)Group Penalty Threshold

8.3. Group Penalty Threshold

Your location will consider settings to block a patron from transactions based on items out, fines owed, or other limits you set as not to exceed thresholds.

You can set these for each patron profile type or be simple and set them at User or Patron level to govern accounts of all profile types or they can be set at different permission group levels.

When migrating you will consider these settings:

Max Checked Out Item Threshold: What is the maximum number of items that an account can borrow at a time? 

PATRON_EXCEEDS_CHECKOUT_COUNT
will display message
Patron exceeds max checked out item threshold
Some locations set this at 50, some set it at 999.  This is a local decision.  SPARK support recommends 500 set at the User Level.



Max Items Overdue:  How many items can an account have overdue before it is blocked?

PATRON_EXCEEDS_OVERDUE_COUNT
will display message
Patron exceeds max overdue item threshold
Some locations set this at 25, some set it at 999.  SPARK support recommends 500 set at the User Level.



Fine Threshold:  What is the maximum amount of fines/billings on an account when you block from renewal or more borrowing?

PATRON_EXCEEDS_FINES
will display message
Patron exceeds fine threshold
Some locations set this at $5, some at $500.  This is a local decision.  SPARK support recommends no fines, and setting this for $500 at the User Level.

This setting can be used to generate notification action triggers to tell patrons when they have exceeded fines.


How to View/Adjust These Settings:

These settings are adjusted via Administration -> Local Administration -> Group Penalty Thresholds.

You can see all the different penalties on the Administration -> Local Administration -> Standing Penalty Types screen.  

The Block list is explained here: http://docs.evergreen-ils.org/reorg/3.2/staff_client_admin/_standing_penalties.html

Equinox does not recommend changing anything on the Standing Penalty Types screen without talking about the possible ramifications.


Downloads: A sheet of Group Penalty Thresholds in SPARK at end of 2019.

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