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Symphony Policies: Overview and SWAN Process

A major component of system management is configuring policies, including circulation maps and rules. The rules and maps configured in the system determine how and to whom material is loaned.

Symphony policies are composed of 2 pieces: Names and Descriptions.

  • Names appear in Symphony WorkFlows only
  • Descriptions may be displayed in the public catalog.

When you request a new policy, SWAN will do its best to match your requested description. Policy names, however, are limited to 10 characters. While we attempt to match your requested policy name, we may need to modify it to maintain consistency and avoid policy name duplication.

SWAN staff posts updated policy lists monthly on their corresponding page in this section of the support site:

Note: SWAN makes configuration changes on Monday-Thursday only. This is to insure that changes do not adversely affect circulation.

Changes require a nightly system Halt-Initialize-Run (HIR) before activation. Submit a ticket to SWAN to request changes and provide sufficient time for consultation to accurately define rules and settings to meet your desired result.