User Categories and Types {LCIC-2}

Libraries normally have different rules for the lending of items to users of different types.

Fields in the option:

Block 1: Use Category Information

The user categories defined here will be used on the second block to group loan parameters to official ITS user types (Students, Personnel, Other or Interlending). They will also be used in {LCIC-3} when defining the loan matrix.

Field	Type & Length	Description
Code	A1	A unique code to identify the user category.
Description	A30	The description for the code. Typical entries could be U - Undergraduate Students A - Academic Staff O - Other Users, etc.

Example: Block 1

Block 2: User Type Information

Field	Type & Length	Description
User Type	A1	Select the type of user (Student, Personnel, Other or Interlending) (The handling of “other users” is dealt with below).
Qual/App/Other Type	N2	The number entered in this field relates to the user type in the previous field. For Students, the values in this field would be Qualification Types. For Personnel an Appointment Type in this field is required. The appropriate description will be displayed when the information is entered.
Notice Level	N1	In this field the level of communication between the library and the user is defined. This is the level which refers to the Notice Texts and linked to the appropriate Notice Codes.
Loan Limit	A4	This is the total loan limit which can be placed against every user category. The system will block further issues once this limit has been reached.
User Category	A1	The appropriate User Category as defined in the previous Block is entered here, and the description will display.

Example: Block 2

Examples

If all academic staff has the same library privileges, but they are linked to two different Appointment Types, the entries in Block 2 could be:

User	Type	Qual/App/Other Type	Notice Level	Loan Limit	User Category
P	12	Academic Permanent	1	8	A
P	23	Academic Part Time	1	8	A

Other Users

If persons (or institutions) who are not personnel or students of this institution are granted library privileges, they can either
be granted the same privileges as one of the existing User Categories which are applicable to students or staff, or one or more
suitable User Categories can be created for them in Block 1 of this option.

When entering an "Other User" in Block 2, an "O" is entered under User Type, and a number under "Qual/App/Other Type". This same
number will later be used when an "Other User" is registered as a library user under option {LCIM-1}. A User Category is also
required.

It is suggested that one Category ("O") be created for Other Users, and possibly three Types, say "1" = ILL Users, "2" = Other
Students, "3" = Other Persons.

Processing Rules
	No special processing rules

Date	System Version	By Whom	Job	Description
09-Oct-2006	v01.0.0.0	Amanda Nell	t134307	New manual format.
16-Aug-2007	v01.0.0.0	Magda van der Westhuizen	T143968	Update manual.
10-Apr-2008	v01.0.0.0	Vaughn Dumas	T134307	System owner proof read.