When you set up or edit a new BTYPE, you set standards for how your library policies affect borrowers of that type.
For example, you can specify when Horizon reminds library staff to check a borrower’s address or renew the borrower’s library registration. You can also set maximum values for options such as the amount of unpaid fines or the number of overdues that your library policy allows before a BTYPE can no longer check out items.
Authorized staff members can override blocks. (For more information, see “Roles and Passkeys” in the “Security and Preferences” chapter of the System Administration Guide.)
To set up or edit a borrower circulation type (BTYPE)
View: btype
➢ | In these fields, do the following: |
Field |
Action |
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Enter a code that identifies the borrower circulation type (BTYPE). Horizon uses this same code for the corresponding BTYPE group it creates from the BTYPE setup. Whenever you want to link a BTYPE to a set of circulation rules, you use the BTYPE group code. |
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This is a read-only field that displays the number of borrower records that link to this BTYPE. Horizon updates this field automatically. |
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Description |
Enter a description for the BTYPE. This description should be unique and may help identify the circulation rules that you want to apply to this BTYPE. (For example, enter “faculty” or “staff”.) |
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Do one of the following:
This time period starts whenever a new borrower record is created, or each time a borrower’s information is verified. Choose a period of time that ensures current addresses for borrowers but is not so frequent that these checks become a problem at the circulation desk. (For example, in an academic library, you may want to check student addresses every term or semester, while you might check faculty addresses only once every year.)
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Do one of these options:
This time period starts whenever a new borrower record is created, or each time a borrower’s information is verified.
Important: If you need an exact expiration date instead of a number of days between checks, you can specify a date in the btype_expiration_date view. Information entered in the btype_expiration_date view overrides the number of days entered in this field (on the btype view). (For more information, see Setting Up or Editing a Specific BTYPE Expiration Date.) |
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Enter the amount of fines that a borrower can owe before Horizon displays a block message during circulation. |
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Enter the maximum number of items a borrower can have overdue before Horizon displays a block message during circulation. |
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Enter the number of days items requested by a borrower with this BTYPE remain in the request queue before Horizon Day End deletes the request. |
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If you charge a fee for library cards, enter the amount of the fee. Horizon adds a card fee block in these cases:
However, if only the BTYPE changes, Horizon does not add a card fee block for the borrower.) Note: You must call Horizon customer support to activate the Card Fee feature. |
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If you want to exempt borrowers of this type from sales tax, mark this box. |
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Mark the type of fee notice you want to send to borrowers of this type:
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If you use Advanced Booking, enter the maximum number of bookings a borrower can have pending before Horizon displays a block message during circulation. |
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If you use Advanced Booking, enter the maximum number of bookings a borrower can make on a single title before Horizon displays a block message during circulation. |
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If you use Advanced Booking, enter the maximum number of bookings a borrower can make on a single title per day before Horizon displays a block message during circulation. |
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If you use Advanced Booking, enter the maximum number of back-to-back bookings a borrower can make on a single title before Horizon displays a block message during circulation. |
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Enter the maximum number of days a borrower can have any item overdue before Horizon displays a block message during circulation. |
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Enter the maximum number of days a borrower can have unpaid fines before Horizon displays a block message during circulation. (For example, if the maximum number of days an account can be overdue is twenty days and a borrower still owes fines on the twenty-first day after fines were initially charged, Horizon would block checkout for that borrower.) |
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Enter the maximum number of days a borrower can have a recalled item overdue before Horizon displays a block message during circulation. When the library recalls an item, the due date changes. The item becomes overdue based on the new due date. (For more information on recalling items, see Setting Recall Rules.) |
➢ | In these fields, do the following: |
Field |
Action |
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If you want to, enter a message to display during circulation when borrowers with this BTYPE try to check out items. |
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Do one of these options:
(For more information on Home Service, see the Home Service Guide.) |
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Enter the maximum number of items a borrower can claim to have returned before Horizon displays a block message during circulation. |
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Enter the maximum number of items a borrower can have lost before Horizon displays a block message during circulation. |
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If you want to specify that a borrower’s registration expires on their birthday, mark this box. (For more information, see Specifying a Borrower’s Registration to Expire by Birth date.) |
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Enter the age at which you want a borrower’s registration with this BTYPE to expire. |
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Enter the number of days before the due date that the system should email the borrower. |
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If you do not want the borrower photo to display in the CKO window for borrowers of this BTYPE, even if borrower photos have been enabled for the library, mark this box. For more information about enabling borrower photos for the library, see the "Understanding Barcode Formats" topic of the System Administration Guide. |
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