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Deliver KRMS Cheat Sheet: https://docs.google.com/a/kuali.org/spreadsheet/ccc?key=0AgTriR_vU83hdEFsY3hDSnlKNmstLWJob1FZX2tlNVE&usp=drive_web#gid=0

Samples of  Circ rules sets: https://drive.google.com/drive/#folders/0BwTriR_vU83haTdlQVBJcHNCZjQ

OLE Circulation Processes Tech Document

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Permissions

To document a few notes from

Jira Legacy
serverKuali: Jira
serverIdbe3acfec-fcc2-335b-8051-b2b053a39956
keyOLE-6688
:

"OLE-PTRN - Can Override" - is only being used in the Services (like NCIP) and not anywhere in the UI/KRMS rules. This permission is used in the renew service to check whether the operator has override options.

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Note that you may need modifications to the KRMS Deliver rules to check for these permissions as well as assigning or removing the permissions from the specific role.
OLE-DLVR - Patron has a general block
OLE-DLVR - Patron has max # of items checked out
OLE-DLVR - Patron has max # of checked out items marked 'claimed returned'
OLE-DLVR - Patron has max amount of overdue fines
OLE-DLVR - Patron has max amount of replacement fees
OLE-DLVR - Patron has max amount of all charges
OLE-DLVR - Patron has max # of overdue items checked out
OLE-DLVR - Patron has max # of recalled overdue items checked out
OLE-DLVR - Item on hold for another patron
OLE-DLVR - Renewal limit reached
OLE-DLVR - Patron has at least one item overdue for more than n days
OLE-DLVR - Patron has at least one recalled item overdue for more than n days
OLE-DLVR - Item currently loaned to another patron
OLE-DLVR - Item has pending request queue where patron presenting item is NOT the patron in queue position '1'
OLE-DLVR - Item not at circ desk authorized to service the item's shelving location
OLE-DLVR - Item contains the pending request
OLE-DLVR - Can Remove Note
OLE-DLVR - Patron record expired
OLE-DLVR - Proxy patron record expired

 

OLE implementers have two options for their rule management.  Drools (intended to replace KRMS) or KRMS:

Drools Policies

Drools Technical Documentation

Drool files (.drl) are just text files—“drl” means “Drools Rule Language”.  They can be created and modified with a text editor.

If you are using Drools to create your circulation policies, leave the KRMS tables (krms_agenda_t, etc) empty.

Implementing Library Circulation Policies Using Drools - for technical personnel

Drools User Documentation

Tip

Creating Drool files from scratch is not practical.  The Git repository contains files from Chicago and Duke; copy and edit the files that work best for your institution.

 

KRMS Policies

Deliver KRMS Cheat Sheet: https://docs.google.com/a/kuali.org/spreadsheet/ccc?key=0AgTriR_vU83hdEFsY3hDSnlKNmstLWJob1FZX2tlNVE&usp=drive_web#gid=0

Samples of  Circ rules sets: https://drive.google.com/drive/#folders/0BwTriR_vU83haTdlQVBJcHNCZjQ

Establishing Your Circulation Policies in Kuali OLE - DRAFT (KRMS)

KRMS rules and permissions 

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