You set up a location record in the location view in the Table Editor. You create additional location records by copying the first record then editing the necessary information.
The location record includes many circulation settings. You need to have an understanding of your library’s circulation policies and statuses to complete it. In addition, several pages of the location record contain fields used by particular features or processes. (For example, the SCKI Location field determines which location checks in another location’s serial issues. You would complete this field only if you use Horizon Serials.) Complete these fields as instructed if the location requires them; otherwise, leave them empty.
To set up a location record
View: location
Process: Administration\System Setup\Location Parameters
1 | In these fields, do the following: |
Field |
Action |
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Type a code that identifies the location. This code can contain up to seven characters. Do not use the percent ( % ) or underscore ( _ ) SQL wildcard characters as characters in the code, or in any code field you create in Horizon. |
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Name |
Type the full name of the location. TYpe the location name exactly as you want it to appear on printed items, such as notices and purchase orders. |
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Do one of these options:
For more information, see “Setting Renewal Rules” in the Circulation Setup Guide. |
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Do one of these options:
Note: If you allow requests at your library, you must set up request parameters in several different views in Horizon. You also need to do additional setup for this feature to work in Horizon Information Portal.
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Last Hold Exp. Date |
This field is no longer used. |
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If you allow hold requests, mark one of these options to determine how you will notify borrowers of holds:
When requested items become available and are on hold, Horizon will notify borrowers using this method. |
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Type the prefix that you will use for borrower barcodes. Barcodes may have a set pattern where the leading digits indicate whether a barcode is for an item or a borrower. The prefix should include the institution code of your library. You can use either alpha or numeric characters. Note: For an example of how the barcode will look after you specify the barcode prefix and length, see the barcode example in Library Locations. |
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Specify the number of characters in borrower barcodes. |
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Type the prefix that you will use for item barcodes. Note: The item barcode prefix serves the same identification purpose as the borrower barcode prefix. However, the number you use to identify an item barcode should be different from the number you use to identify a borrower barcode. |
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Specify the number of characters in item barcodes. |
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PAC Timeout (seconds) |
This field is no longer used. |
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Specify the amount of time (in seconds) that must elapse while circulation staff is identifying items before Horizon prompts your staff to verify that they are still working with the same borrower. You should make sure the timeout is long enough that staff are not interrupted while checking out several items to the same borrower. However, do not make the timeout so long that staff accidentally checks out items to the wrong borrower. SirsiDynix recommends using between 40 and 60 seconds. |
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Specify the date when Horizon prompts staff to update the location’s calendar and operation hours for the upcoming year. |
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Do one of these options:
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Specify the number of days that must elapse before Day End changes an item’s status from “Lost” to “Missing.” Note: The change is necessary to keep the database current. This change in status breaks the link between the item and the borrower who lost it. |
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Specify the number of days that must elapse before Day End changes an item’s status from “Claimed Return” to “Missing.” Note: This change is necessary so that the circulation history data connecting a borrower to that item may be deleted. |
2 | In these fields, do the following: |
Note: The next four fields determine settings for reminders, invoices, and notices. These notices are not automatically generated but are created when you run a special process to create reminders in Circulation Reports.
Field |
Action |
Specify the amount that a borrower must owe before a reminder is sent. Specify the amount in this format: “NN.NN”. (For example, type “15.00”, “.00”, or “.75”. Type 14.99 if you want to send a reminder when the amount owed reaches $15.00.) Reminders are follow-up notices to those created by the Billing Notice Amount. |
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Specify the number of items that a borrower must have overdue before Horizon generates a notice. This notice is in addition to the normal overdue notice, and is intended to alert borrowers of accumulating overdue items. The maximum number of reminders is 255. |
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Specify the number of days that Horizon delays sending a reminder invoice after a regular invoice has been sent and remains unpaid. |
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Specify the amount that a borrower owes before a notice is generated. Type the amount in this format: “NN.NN”. (For example, type “15.00”, “.00”, or “.75”. Type "14.99" if you want to send a reminder when the amount owed reaches $15.00.) Charges accrued include fines for overdue items, and charges for damaged and lost books. When a borrower’s fine amount equals the value in this field, Day End generates a notice. Any reminder notices depend on the value in the Amount Owed Before Reminder field on the location view. |
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Specify the name of a database column from the borrower table that you want Horizon to sort notices by. Type each column name separated by commas and with no spaces. The format is “column_name1,column_name2”. (For example, to sort borrower notices by location and then by borrower name, you would type “location,name” with no space between the columns.) When notices are printed from Circulation Reports, they will be printed in the order specified in this field. Note: For a list of columns in the borrower table, see the Table Structures Guide. |
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Specify the code for the borrower mailing label that you want to use. Horizon comes with default labels. You can choose one of the default labels or create a new one. This label is used when you send a borrower a notice of items that were purchased through acquisitions, and for hold notices. Horizon comes with several default labels. You can choose one of the default labels, or create a new one. For more information on labels, see Labels. |
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Fiscal Year Starts |
This field is no longer used. |
3 | For descriptions about the next few pages, see the following topics: |
• | Specifying Library Hours |
• | Specifying Holiday Hours |
• | Specifying Library Addresses |
• | Specifying Primary and Secondary Locations for Staff Searching |
• | Specifying Serials Checkin Locations |
• | Setting Up Parameters for a Reserve Location |
• | Setting Up Home Service Parameters. |
4 | In these fields, do the following: |
Field |
Action |
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Item Type |
Select the code for the item for which you want to create a booking schedule profile. |
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Calendar |
Select the code for the calendar definition you want to use for booking the item type. |
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Schedule |
Select the code for the schedule you want to use for booking the item type. |
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Do one of these options:
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Do one of these options:
Note: By default, the borrower ID, not the barcode, displays on the Checkout window in Circulation. If you choose this option, the label in the Checkout window changes from “ID” to “Barcode” and the borrower barcode is displayed. |
5 | For information about Other Block Items, see Displaying Blocks from Another Location. |
6 | In these fields, do the following: |
Field |
Action |
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Do one of these options:
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Specify the code for the status that you want Horizon to assign to items that are checked in using the Damaged Checkin mode. If you leave this field empty, Horizon will use the “Damaged” status. (For more information, see “Checking in a Damaged Item” in the “Checkout and Checkin” chapter of the Circulation Guide.) |
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Do one of these options:
Displaying the borrower’s name lets circulation staff know who had the item checked out so they can enter a block on the borrower record for the damage, if necessary. However, if staff chooses to review damaged items and assess fines later, they can look up the previous borrower of an item in the Item Detail Status window. (For instructions, see “Viewing Detailed Information about an Item” in the “Item and Copy Records” chapter of the Cataloging Guide.) |
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Do one of these options:
For more information, see “Setting Up a Grace Period” in the “Setting Up or Editing Basic Circulation Policies” section of the Circulation Setup Guide. |
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Do one of these options:
(For more information, see “Automatically Suppressing Items from Public Searches” in the “Preparing Horizon to Work with Item Records” section of the Circulation Setup Guide.) |
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Do one of these options:
For more information, see “Automatically Suppressing Items from Public Searches” in the “Preparing Horizon to Work with Item Records” section of the Circulation Setup Guide. |
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For more information, see “Automatically Suppressing Items from Public Searches” in the “Preparing Horizon to Work with Item Records” section of the Circulation Setup Guide. |
7 | In these fields, do the following: |
Field |
Action |
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Do one of these options:
For more information, see “Including Closed Days in the Hold Shelf Expiry Period” in the “Setting Up Hold Requests” section of the Circulation Setup Guide. |
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Specify the code for the location that will handle the circulation tasks for the location you are specifying. You may need to do this if you have defined multiple catalogs for collections that you store in the same physical location. (For example, you may have a reserve bookroom collection in the same building as your main collection, but use a separate Horizon circulation system for each collection.) You can set up Horizon so that one central workstation can handle circulation tasks for all collections in one physical location. This can help keep all circulation statistics in a single database. It can also help you avoid having to put items in transit to move them from one part of your library to another. (For more information, see “Setting Up a Single Circulation Station for Multiple Locations” in the Circulation Setup Guide.) |
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Specify the borrower type to assign to accounts that patrons create for themselves through Horizon Information Portal. |
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Specify the statistical class to assign to accounts that patrons create for themselves through Horizon Information Portal. |
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If you want to change which items display in a borrower’s record when a staff member clicks All Items Out, mark one of these options:
For more information, see “Changing Borrower Display Options for a Location” in the “Changing Circulation Display Options” section of the Circulation Setup Guide. |
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Allow Renew of Lost and Claimed Return |
You can choose whether users can renew items with ‘Lost,’ ‘Lost Recall,’ or ‘Claimed Returned’ statuses. Horizon comes with this functionality turned on. If a staff member renews an item with one of these statuses, Horizon also resolves any Lost or Claimed Returned blocks. Staff can renew items with these statuses from either Checkout or Checkin. Note: Horizon renews an item with a ‘Lost,’ ‘Lost Recall,’ or ‘Claimed Returned’ status only if library staff confirm that the item is present at the time of renewal. |
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Overdue To Lost |
Specify the number of days that must elapse before Day End changes an item’s status from “Overdue” to “Lost.” |
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Delete filled requests |
Select this option to have Day End delete any hold requests that have been filled. |
8 | In these fields, do the following: |
9 |
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Field |
Action |
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Keep Circ History |
Select whether to keep circulation history. You have these options:
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History Duration |
Specify the number of days you want to retain the circulation history before Day End purges the history records. |
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Max History Transactions |
Specify the maximum number of checked out items you want to retain in the circulation history. |
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Expiring Borrower CKO Loan Period |
Select how Horizon should handle cases where the borrower's card will expire during a loan period. You have these options:
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Last PreOverdue Date |
Displays the last date that SMS pre-overdue processing happened during Day End. This value is used by the system. |
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Search |
Select the code for the borrower search to use by default. |
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Alt. Search |
Select the code for the alternate search to use. |
10 | In these fields, do the following: |
Field |
Action |
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Purchase Alert Ratio |
Specify the ratio that, when exceeded, alerts you to titles with a high hold to copy ratio. The default is "3." |
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Show more information in CKO window |
You can choose to display more information in the CKO window by default. Choose one of the following options:
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Auto-Complete Item Barcode |
Determines whether Horizon should auto-complete item barcodes. If this box is marked, Horizon uses the values specified in the Item Barcode Prefix and Item Barcode Length parameters to auto-complete the value the user enters for the item barcode; if this box is not marked, Horizon saves the item barcode as the user entered it. |
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Allow emailing of CKO receipts |
Determines whether users can send checkout receipts via email. If this box is not marked, users cannot send checkout receipts via email, regardless of how the workstation's receipt options are configured. |
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Show borrower photo in CKO window |
Mark this box to instruct Horizon to show the borrower's photo in the CKO window. If a borrower does not have a photo in his or her record and this box is marked, Horizon shows a placeholder image in the place of the photo. You can override this setting on a basis of BTYPE in the btype table; for more information, see the "Setting Up or Editing a BTYPE" topic of the Circulation Setup Guide. Users at individual workstations can also choose to override this setting and hide borrower photos by selecting the Hide Borrower Photo option in the CKO menu. |
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Show email address in CKO window |
Mark this box to instruct Horizon to show the borrower's email address in the CKO window, if the borrower has one. Note: If the Allow Emailing of Checkout Receipts workstation receipt option is marked, the Show email address in CKO window option is ignored; the borrower's email address will always show (if it exists) in the CKO window if the Allow Emailing of Checkout Receipts option is marked. |
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Address position for Purchase Orders |
Determines the position of the shipping address for purchase orders and claim letters for acquisitions and serials. For more information, see "Specifying the Shipping Address Position on Purchase Orders and Claims" in the Acquisitions User Guide. |
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CKI Location Control |
Mark this box to instruct Horizon to display an alert if an item belonging to another location is checked in at this location. Depending on which version of CKI Location Control has been implemented on your library system, checkin of an item from another location is always disallowed or can be allowed with a confirmation by the staff user. Important: CKI Location Control is feature-activated. If you are interested in having this feature installed on your Horizon system, contact SirsiDynix Customer Support. |
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Transit Location Group |
Select which transit group you want this location to belong to. The Transit Location Group specifies which location can fulfill a hold through transit. If a transit group is specified for the checkin location and the pickup location belongs to that group, the item is put in transit. If the pickup location is not in the transit group, the hold will only be fulfilled if no other item in the pickup location group can fulfill the hold. |
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Borrower Duplication Alert |
Specify a code to choose which duplicate alert configuration you wish Horizon to use when dealing with duplicate borrowers. For more information see "Setting Up the Duplicate Borrower Alert" in the Circulation Setup Guide. |
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Hide Family Group |
Adds or removes the interface for Family Groups in the Circulation module for the current location. By default, the Family Group interface is hidden for a location. Although the Family Groups may be enabled for the system, the library at the current location will not be able to manage family groups or perform family group actions unless Hide Family Group is disabled. However, notifications and invoices will function as though family groups were enabled for the library |
11 | In these fields, do the following: |
Field |
Action |
Enable Auto-Renew |
Specify whether to automatically renew the item on the due date (through the DayEnd Process). If the item cannot be renewed normally for any reason, such as having reached the renew limit or because of pending holds, Auto-Renew will not renew the checkout. Note: Horizon renews items according to the settings in Setting Renewal Rules. |
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