Consortium model
RERO ILS works with a consortial model with 3 levels:
- Organization: may include one or more libraries (e.g. Réseau valaisan des bibliothèques)
- Library: with one or more locations (e.g. Médiathèque Valais Sion)
- Location: represents a physical space where items are kept (e.g. a room, a floor, a specific storage, etc.).
The Admin menu allows a system librarian to adjust various parameters at different consortial levels according to their permissions.
Edit my library
Descriptive data
Name, identifier code and contact details (postal address, e-mail, code) for the library, as well as communication language.
Locations
A location represents a physical space where items are kept (e.g. a room, a floor, a specific storage, etc.).
| Field | Description |
|---|---|
| Is online location | An online location is defined for online items (e-books, etc.). When external content (e-books, e-audios, etc.) is integrated, it is automatically assigned to this location, which is unique within each library. |
| Is pickup location | A pick-up location corresponds to one or more circulation desks within a library, where patrons can pick up their requests. The defined name appears in the public and professional interfaces when the pick-up location is selected in the request process. |
| Is ILL pickup location | Indicates whether the location can be selected as the pick-up location when requesting an interlibrary loan. The defined name appears in the public and professional interfaces when the pick-up location is selected in the ILL request process. |
| Allow request | If this setting is Disabled, requests will not be possible on items from this location, even if the circulation policy allows it. If enabled, they will be possible unless prohibited by the circulation policy. |
| Send notification | This allows you to define an address for "Request" notifications on items in this location. If no location-specific address is required, define it at library level. |
| Restrict pickup to | This makes it possible to specify a list of authorized pick-up locations for requests on items from this location. If enabled, patrons will not be able to request these items in locations that are not in the list. |
Opening hours and exceptions dates (vacations and public holidays)
- Loans' due dates are calculated to always correspond to open days.
- When a closed exception day is added, the due dates of current loans will be adjusted so that they do not fall on a library closed day.
- Late fees do not increase on closed days.
- If there are multiple exceptions for the same day or period, they will all be considered, in the order in which they were encoded.
Notification settings
A specific e-mail address can be defined for each type of notification. If no address is defined, the notification is not sent.
Patron recipient: These notifications are sent by e-mail directly to patrons. They are only sent to the address set in the library if the patron's communication channel is "Mail". This enables the responsible library to print out the notification and send it to the reader by post.
Library recipient: notifications are used internally only and sent to the specified address.
Library recipient: notifications are used internally only and sent to the specified address.
| Type | Sent when... | Default recipient | Recipient library | Grouping |
|---|---|---|---|---|
| Due soon | X open day before a loan is due. | Patron | Library which checked out the item | Yes |
| Overdue | X open days after a loan has been due. | Patron | Library which checked out the item | Yes |
| Availability | When an item becomes at desk (or X minutes later). |
Patron | Library of the pickup location | Yes, if applicable |
| At desk | When an item becomes at desk. |
Library | Library of the pickup location | |
| Recall | On checkout, if another patron is next on the waiting list OR when an item on loan is requested by another patron. | Patron | Library which checked out the item | Yes (every 15 minutes) |
| Transit notice | When an item goes in transit to its owning library. | Library | Library which checked in the item | |
| Request | When an on shelf item is requested. |
Library | The item's owning library | |
| Booking | When a check-in is performed on a requested item. | Library | Library which checked in the item |
Grouping consists in combining several notifications of the same type (e.g. reminders), for the same reader and from the same library.
Acquisition settings
Contain the library's delivery and invoicing addresses for vendors. They are used when generating order and claim notifications.
Separate information can be entered under Serial acquisition settings if two different people manage standard acquisitions and periodicals respectively for the same library.
- Shipping information:
- This data must be entered in order to send an order from this library.
- The defined e-mail address can be used as an internal recipient when sending the order.
Rollover settings
For more details, see Budget > Rollover
- Transfer with allocated amount (default): On budget rollover, the library's accounts/orders/lines will be transferred to the new budget with their currently allocated amounts. These can be modified after the rollover.
- No transfer: During rollover, accounts/orders/lines linked to the budget will be deactivated without being transferred, and will therefore have to be recreated.