Defining Policies that Control Due Dates

Before your library circulates items, you need to do several tasks, including setting up the policies that control due dates. You can set up a basic loan period for each location. You can also choose to suspend circulation privileges for BTYPEs with overdue items. If you want to, you can used fixed or final due dates in addition to or instead of basic loan periods. Once set up, the loan period, exceptions, and fixed and final due dates determine due dates in Circulation.

To define policies that control due dates

1 Define ITYPEs. (For instructions, see Preparing Horizon to Work with Item Records.)
2 Define BTYPEs. (For instructions, see Defining a Borrower Circulation Type (BTYPE).)
3 Set up these circulation privileges for each location:
Default loan period, including any exceptions.
Suspended circulation privileges days for various BTYPEs, if necessary. (For instructions, see Setting Up Circulation Privileges and Parameters.)
4 Set up any applicable fixed or final due dates. (For instructions, see Specifying a Fixed or Final Due Date.)

 


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