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    Voyager to Alma Migration Query: Review of System Administration Circulation Matrix Entries

    Created By: Laura Guy (contact)
    Created on: 9/18/2020



    When migrating from Voyager to Alma, it may be helpful to view the library's circulation matrix entries.  This query lists all of the settings for the System Administration matrix entries with column headings that are the same as in System Administration.

    This query, which you can run using Voyager Prepackaged Access Reports, provides a complete snapshot of settings as of the date it is generated.  Note that blank Item Type and Patron Group is the line representing the All/All matrix entry.

    SELECT DISTINCT CIRC_POLICY_GROUP.CIRC_GROUP_NAME,
    PATRON_GROUP.PATRON_GROUP_NAME, ITEM_TYPE.ITEM_TYPE_NAME,
    CIRC_POLICY_MATRIX.CHARGE_RENEW AS [Charge/Renew (Yes/No?) Checkbox],
    CIRC_POLICY_MATRIX.PLACE_RECALL AS [Recall (Yes/No?) Checkbox],
    CIRC_POLICY_MATRIX.PLACE_HOLD AS [Hold (Yes/No?) Checkbox],
    CIRC_POLICY_MATRIX.PLACE_CALL_SLIP AS [Call Slip (Yes/No?) Checkbox],
    CIRC_POLICY_MATRIX.PLACE_UB_REQUEST AS [UB Request (Yes/No?) Checkbox],
    CIRC_POLICY_MATRIX.LOAN_PERIOD AS [Loan Period],
    CIRC_POLICY_MATRIX.LOAN_INTERVAL AS [Loan Interval],
    CIRC_POLICY_MATRIX.RENEWAL_PERIOD AS [Renewal Period],
    CIRC_POLICY_MATRIX.RENEWAL_INTERVAL AS [Renewal Interval],
    CIRC_POLICY_MATRIX.RENEWAL_COUNT AS [Max # of Sequential Renewals],
    CIRC_POLICY_MATRIX.FINE_INTERVAL AS [Fine Interval],
    CIRC_POLICY_MATRIX.FINE_RATE AS [Fine Rate],
    CIRC_POLICY_MATRIX.MAX_FINE AS [Max Fine Amount],
    CIRC_POLICY_MATRIX.MAX_RECALL_FINE AS [Max Fine for Recalls],
    CIRC_POLICY_MATRIX.RECALL_MIN_LOAN AS [Min Loan Period for Recalled Items],
    CIRC_POLICY_MATRIX.RECALL_FINE_INTERVAL AS [Recall Fine Interval],
    CIRC_POLICY_MATRIX.RECALL_FINE_RATE AS [Recall Fine Rate],
    CIRC_POLICY_MATRIX.GRACE_PERIOD AS [Grace Period],
    CIRC_POLICY_MATRIX.RECALL_RETURN_PERIOD AS [Recall Return Interval],
    CIRC_POLICY_MATRIX.RECALL_GRACE_PERIOD AS [Recall Grace Period],
    CIRC_POLICY_MATRIX.CHARGE_LIMIT
    AS [Max Items Borrowed for this Patron Group & Item Type checkbox],
    CIRC_POLICY_MATRIX.CHARGE_LIMIT_APPLY AS [Max Items Borrowed],
    CIRC_POLICY_MATRIX.RENEW_FROM_DUE_DATE
    AS [Renew From (Y means Due Date, N means Renewal Date)],
    CIRC_POLICY_MATRIX.COURTESY_NOTICE_INTERVAL AS [Courtesy Notice Interval],
    CIRC_POLICY_MATRIX.COURTESY_NOTICE_MIN_LOAN AS [Minimum Loan for Courtesy],
    CIRC_POLICY_MATRIX.FIRST_OVERDUE_INTERVAL AS [First Overdue Interval],
    CIRC_POLICY_MATRIX.LOST_NOTICE_INTERVAL AS [Lost Interval],
    CIRC_POLICY_MATRIX.OTHER_NOTICE_INTERVAL AS [Other (Overdue) Notice Interval],
    CIRC_POLICY_MATRIX.OTHER_NOTICE_COUNT AS [Other (Overdue) Notice Count],
    CIRC_POLICY_MATRIX.RECALL_NOTICE_INTERVAL AS [Overdue Recall Notice Interval],
    CIRC_POLICY_MATRIX.RECALL_NOTICE_COUNT AS [Overdue Recall Notice Count],
    CIRC_POLICY_MATRIX.HOLD_SHELF_LIFE AS [Hold Shelf Life],
    CIRC_POLICY_MATRIX.HOLD_SHELF_LIFE_INTERVAL AS [Hold Shelf Life Interval]
    FROM ((CIRC_POLICY_MATRIX LEFT JOIN PATRON_GROUP
    ON CIRC_POLICY_MATRIX.PATRON_GROUP_ID = PATRON_GROUP.PATRON_GROUP_ID)
    LEFT JOIN ITEM_TYPE
    ON CIRC_POLICY_MATRIX.ITEM_TYPE_ID = ITEM_TYPE.ITEM_TYPE_ID)
    INNER JOIN CIRC_POLICY_GROUP
    ON CIRC_POLICY_MATRIX.CIRC_GROUP_ID = CIRC_POLICY_GROUP.CIRC_GROUP_ID
    ORDER BY CIRC_POLICY_GROUP.CIRC_GROUP_NAME,
    PATRON_GROUP.PATRON_GROUP_NAME, ITEM_TYPE.ITEM_TYPE_NAME;

    For other queries that may be useful, see my "Surviving Almanado: tips for a successful pre-implementation" presentation's Accompanying Materials.

    If you need assistance in running custom SQL queries in Prepackaged Access Reports, consult the Voyager Customer Listserv.