Many people think that the way the Wardens allocate the Aliyot/Mitzvot on Shabbat is totally left to chance (the only chance we take is who turns up!) We can assure you that a lot of planning goes into this task. It starts with the Yartzheit lists approximately one month beforehand and continues through to the Shabbat morning with little tweaks here and there.
Firstly there are the rules and secondly there are minhagim (local customs).
This is the order of priority according to which aliyot should be distributed:
When there are two individuals of equal priority, the decision to whom to give the aliyoh is left up to the gabbai, or lots should be cast. A person who is not a resident of the city is not given priority over others.
It is customary to give aliyot to individuals who are leaving on a journey after the Sabbath or to one who has returned from a journey. It is proper to give an aliyah to an honored guest; however, he is not given precedence over any of the individuals listed above. (See Kitzur Shulchan Aruch 78:11, also Shulchan Aruch, Orach Chayyim, and Biur Halachah 136 for a slightly different opinion and analysis).
When a father and son are observing the same Yartzheit the son is entitled to the Aliyah. When two brothers are observing the same Yartzheit the elder brother is entitled to the Aliyah.
For the last two instances every effort is made to give a mitzvah to all family members but this is not always possible. Similarly at any simcha all the above rules have to be followed before grandparents, in-laws and family friends may be considered.
A Cohen or a Levi (but not both) may have the last extra (Acheron) Aliyah.
Hagbahah and Gelilah may be offered to anyone (pre or post Bar Mitzvah) and are subject to all the call ups and blessings associated with an Aliyah. They are not 'Second Class' mitzvot and the Wardens do not offer them as such.
The wardens all believe that the youth of the community are its life-blood and should not have to wait from their Bar Mitzvah until they are G-d forbid ovelim in order to get "called up". Every effort will be made to include them in our call up lists.
After all these rules and Minhagim (customs) have been followed and every effort has been made to accommodate all members of the Kahilah (congregation), all the Wardens ask of you is that, if you have a Yartzheit or if you are celebrating a simcha please be in Shul in good time (9:45am on a regular Shabbat). If you're not able to attend please find a way of letting us know (either by telephoning or emailing the office before Thursday at noon).
- Ian Freeman