multiple circulation limit sets does not work as expected

[Angela Kilsdonk]

As of 2.3, Evergreen does not know how to handle multiple Circulation Limit Sets attached to a Circulation Policy.

For example, let’s say a library allows patrons to checkout 10 total DVDs at a time and up to 5 of those DVDs can be from the Children’s DVD location. For this scenario I created a Circulation Limit Set for the DVD circulation modifier (limit to 10) and a separate Circulation Limit Set for the Children’s DVD location (limit to 5). I attached both Circulation Limit Sets to a circulation policy. Currently, Evergreen will prevent further checkouts when *either* limit is met. For example, if I check out 5 Children’s DVDs, Evergreen will prevent me from checking out additional adult DVDs. If I check out 5 adult DVDs first, I can then checkout up to 5 Children’s DVDs before Evergreen prevents me from checking out additional DVDs.

It would be preferable for Evergreen to take both Circulation Limit Sets into account and prevent checkouts only if the item being checked out would cause *that specific limit* to be exceeded.

[Thomas Berezansky (tsbere)]

If you tell a rule with no filters to limit to 10 DVDs it will stop them when they have 10 DVDs. Even if they are checking out a book.

If you tell a rule that is filtered to only apply to DVDs to limit to 10 DVDs then it will stop them when they have 10 DVDs and are trying to check out a DVD.

From the description you need to re-think how you are applying the limits and to what rules you are applying them to.

A rule that says "no more than 10 DVDs" should probably there. A second rule that says "no more than 5 Children's DVDs" would be applicable. If the fallthrough aspect doesn't pick up the 10 DVDs limit you need to apply it to the Children's DVDs rule *and* include Children's DVDs in the count on the 10 DVDs limit.

[Galen Charlton (gmc)]

To hopefully clarify, the configuration tested had a circ rule that matches DVDs (as defined by a circ modifier). The rule, in turn, had two limit sets attached to it:

- one setting a limit of 10 loans of items with the DVD circ modifier
- one setting a limit of 5 loans of items with the Children's shelving location

For "children's DVD", read "item with the DVD circ modifier in the Children's shelving location".

[Ben Shum (bshum)]

Even with the circ mod tests, I think that you could only specific one scenario of circ modifiers to limit against and if you applied the limit against the same behavior circ policy, it would block on either case and not just on the specific example. But I might be wrong...

To me, this reads as a new wishlist feature to allow the ability to work with multiple limit sets. Either that or it'd be necessary to explain differing circ behavior via more circ modifiers? (as a bad, but working alternative)

Marking wishlist pending further discussion or people working on this change.

[Joan Kranich (jkranich)]

C/W MARS is on 2.5.5 and experiences the problem with multiple Circulation Limit Sets although we are not applying more than one in a single Circulation Policy.

Our setup for Circulation Limit Sets:
System wide based on all DVD and Video type Circ Modifiers – Check Out limit 20.
HCC owned items for a specific HCC Permission Group for Video type Circ Modifiers – Check Out limit 2.
Depth is 0 for both limits.
Global False for both limits.

HCC specific Circulation Policy has only the Circulation Limit Set for the HCC Video specific set with a limit of 2.
All other libraries’ Circulation Policies for Video have the system wide limit of 20.

If HCC patron already has checked out or checks out first a Video owned by another library and an HCC Video is checked out then the other library’s Video counts against the HCC specific limit of 2 check outs.

If HCC patron first checks out an HCC Video then all other libraries’ Video can be checked out and not stopped at the HCC specific limit of 2 Videos. This is desired behavior.

I have tested using both (2 limit and 20 limit) Circulation Limit Sets in the HCC policy – same results.
I have tested setting the Circulation Limit Set depth to 1 – same results.
I have tested using Fallthrough - same results.

The goal is to have HCC Video items stopped at 2 check outs with all other libraries’ Video stopped at 20 including the HCC Videos.