Preparing Horizon to Work with Borrower Records

Each entity (such as a person, department, or institution) to whom you want to circulate items must be represented by a borrower record in your borrower database. You set up Horizon so that it can retrieve pertinent information from that record during circulation tasks. You create BTYPEs and BTYPE groups and assign borrowers to these groups to manage circulation. Borrower records can be imported or created in a complete format, added quickly (fast-added) with less information at the circulation desk, or copied.

You can choose the fields you want to display on borrower records. You can also choose which fields library staff must complete before they can save a complete new borrower record. If circulation staff needs to quickly add a borrower at the circulation desk, you can specify the fields that must include information before the staff can save that borrower record. You can also specify fields that Horizon can automatically complete from an existing borrower record if library staff copies that borrower record, and set default values for certain borrower record fields.

This section explains these topics:

 


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