Chapter 62. Floating Groups

Table of Contents

Floating Groups
Floating Group Members
Org Unit
Stop Depth
Max Depth
Exclude
Examples
Float Everywhere
Float Within System
Float To All Branches
Float To All Branches Within System
Float Between BR1 and BR3
Float Everywhere Except BM1
Float into, but not out of, BR2

Before floating groups items could float or not. If they floated then they floated everywhere, with no restrictions.

After floating groups where an item will float is defined by what group it has been assigned to.

Floating Groups

Each floating group comes with a name and a manual flag, plus zero or more group members. The name is used solely for selection and display purposes.

The manual flag dictates whether or not the "Manual Floating Active" checkin modifier needs to be active for an item to float. This allows for greater control over when items float. It also prevents automated checkins via SIP2 from triggering floats.

Floating Group Members

Each member of a floating group references an org unit and has a stop depth, an optional max depth, and an exclude flag.

Org Unit

The org unit and all descendants are included, unless max depth is set, in which case the tree is cut off at the max depth.

Stop Depth

The stop depth is the highest point from the current item circ library to the checkin library for the item that will be traversed. If the item has to go higher than the stop depth on the tree the member rule in question is ignored.

Max Depth

As mentioned with the org unit, the max depth is the furthest down on the tree from the org unit that gets included. This is based on the entire tree, not just off of the org unit. So in the default tree a max depth of 1 will stop at the system level no matter if org unit is set to CONS or SYS1.

Exclude

Exclude, if set, causes floating to not happen for the member. Excludes always take priority, so you can remove an org unit from floating without having to worry about other rules overriding it.