Web client - P28 Life cycle rules

On this page, the life cycle rules, which are an important part of automatic life cycle management, are managed.

MAIN PAGE (P28): Life cycle rules

Element	Description
Search field	Only rules matching the search criteria entered are displayed in the table
Table of rules	The following information is shown in the table Position Name Min. adjusted circulation percentage Max. adjusted circulation percentage Any new strategy Weeding (yes/no) Replenishment (yes/no)

User with editing permissions
“Edit” button	Opens the “Edit life cycle rule” dialog box, showing detailed information about the selected life cycle rule.
“Create” button	Opens the “Edit life cycle rule” dialog box, allowing you to create a new life cycle rule.
“Delete” button	Deletes the selected life cycle rule.
“Start calculation” button	Starts the calculation of a match between the title statistics and the life cycle rules. This function can be used when you have made changes to the life cycle rules and would like these changes to be reflected in the reports before the next automatic run (each night). Please note: When you click the button, the calculations are started on the server and you can immediately resume working with the web client. The calculations themselves can take some time (a few minutes) to complete, after which the result can be seen in the reports.
User without editing permissions
“Show” button	Opens the “Edit life cycle rule” dialog box, showing detailed information about the selected rule, but the information cannot be edited.

DIALOG BOX (P28.1): Edit life cycle rule

This dialog box is used both for editing an existing life cycle rule and creating a new life cycle rule.

See the section about the calculation of title statistics for a description of the meaning of individual fields.

Element	Description
Position field	This number indicates the rule’s position in the list. This corresponds to the rule’s priority - a lower number = a higher priority. Please note: The field is generally filled in with the number of the row that was checked on the list when the “Create” button was clicked. The value can be changed as needed. Existing rules will be moved in the order of priority if necessary.
Name field	This field specifies the name of the rule.
Description field	This field provides a description of the rule
Field for selecting automatic actions
Checkbox and list for selecting a new strategy	If this field is checked, a strategy for the titles is able to be selected. If the “Show” button is clicked, the details for the selected strategy are shown.
“Weeding” checkbox	If this field is checked, the rule will specify weeding of the stock. Then a value must be entered in the “min. adjusted circulation percentage” field. When this field is checked, an additional help message is displayed, describing the weeding limits that have been used. The lower limit to the number of lendable copies has a base limit, controlled by the "Minimum number of lendable copies following weeding” system parameter and can therefore override the value specified in the minimum field for the current number of lendable copies. Read more about calculating the number of weeded items.
“Replenishment” checkbox	If this field is checked, the rule will specify the replenishment of stock. Then a value must be entered in the “max. adjusted circulation percentage” field.
Fields for specifying conditions for the rule
Picklist of float codes	The float code a title needs to have in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the float code of the title.
Picklist of branches	The branch a title needs to have as its fixed branch in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the fixed branch of the title.
Picklist of department types	The department type a title needs to have in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the department type of the title.
Picklist of departments	The department a title needs to have in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the department of the title.
Picklist of locations	The location a title needs to have in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the location of the title.
Picklist of sub-locations	The sub-location a title needs to have in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the sub-location of the title.
Picklist of item collections	The item collection a title needs to have in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the item collection of the title.
Picklist with item types	The item type a title needs to have in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the item type of the title.
Picklist of classification groups	The classification group a title needs to have in order for the rule to match the title can be selected here. You can also select “*”, which indicates that the rule is not conditioned on the classification group of the title.
Classification range fields	A range that a title’s classification must lie within in order for the rule to match the title can be specified here. The normal rules for ranges are utilized.
Fields for min. and max. number of acquisition days	You can specify a lower and/or upper limit here for how “old” a title’s acquisition date needs to be in order for the rule to match the title. Both values are inclusive.
Fields for min. and max. number of days since latest loan	You can specify a lower and/or upper limit here for how many days must have passed since the latest loan in order for the rule to match the title. Both values are inclusive. Note: If only a minimum value is specified, items that have never been checked out will also be included (the logic behind this is “no checkouts more recent than this number of days”).
Fields for min. and max. number of current copies	You can specify a lower and/or upper limit here for how many copies of a title are required in order for the rule to match the title. Both values are inclusive.
Fields for min. and max. number of current floating copies	You can specify a lower and/or upper limit here for how many floating copies of a title are required in order for the rule to match the title. Both values are inclusive.
Fields for min. and max. number of current fixed copies	You can specify a lower and/or upper limit here for how many fixed copies of a title are required in order for the rule to match the title. Both values are inclusive.
Fields for min. and max. number of current lendable copies	You can specify a lower and/or upper limit here for how many lendable copies of a title are required in order for the rule to match the title. Both values are inclusive. Tip: Specify a minimum value here if the weeding rule needs to ensure that the number of copies retained is greater than the lower limit that has been configured. Ex.: The lower limit has been set at “0” to enable discard of the last copy, but a weeding rule has been configured matching titles where 2 copies should be retained. Therefore, the minimum is set at “3” - one higher: The rule no longer matches when 2 copies are left and weeding orders are no longer created.
Fields for min. and max. number of current reservable copies	You can specify a lower and/or upper limit here for how many reservable copies of a title are required in order for the rule to match the title. Both values are inclusive.
Fields for min. and max. number of copies currently on loan	You can specify a lower and/or upper limit here for how many copies of a title are required to be on loan in order for the rule to match the title. Both values are inclusive.
Fields for min. and max. current circulation percentage	You can specify a lower and/or upper limit here for the proportion of a title’s copies that needs to be on loan in order for the rule to match the title. Both values are inclusive.
Fields for min. and max. average number of copies on loan	You can specify a lower and/or upper limit here for the average number of copies of a title on loan required in order for the rule to match the title. Both values are inclusive.
Fields for min. and max. adjusted circulation percentage	You can specify a lower and/or upper limit here for what a title’s adjusted circulation percentage needs to be in order for the rule to match the title. Both values are inclusive. The adjusted circulation percentage is an expression of the proportion of the current stock of a title that is expected to be on loan if the historical circulation pattern continues unchanged. These values play an important role if the rule specifies either weeding or replenishment.
Fields for min. and max. circulation percentage after items have been put on hold	You can specify a lower and/or upper limit here for the proportion of a title’s loans made on the basis of reservations/holds required in order for the rule to match the title. Both values are inclusive.