Before You Begin

Make sure you have set up these things:

Locations and location groups. Set up a location in Horizon for each location you have. (A location can be a branch, department, or any other segment of your library that you define.) (For instructions, see “Library Locations” in the “General Setup” chapter of the System Administration Guide.)

Every circulation privilege must include each location only once in a location group. Horizon delivers an error message if you have the same location assigned multiple times to the same circulation privilege.

ITYPEs and ITYPE groups. (For instructions, see Preparing Horizon to Work with Item Records.)
BTYPEs and BTYPE groups. (For instructions, see Defining a Borrower Circulation Type (BTYPE).)

You must create locations, ITYPEs, and BTYPEs. Whenever you create a new location, ITYPE, or BTYPE, Horizon creates a group that contains the code that identifies the location, ITYPE, or BTYPE. You can also choose to create your own groups that contain multiple codes. This lets you apply circulation privileges and parameters to more than one location, ITYPE, or BTYPE at a time. (For more information, see Creating or Editing Groups to Define Circulation Privileges and Parameters and Setting Up Circulation Privileges and Parameters.)

To set up or edit a circulation privilege

View: circ_privilege_code

Privileges for all of your location groups display in the circ_privilege_code view. Make sure you choose the privilege for the location group that you want to edit.

1 In these fields, do the following:

Field

Action

Privilege

If you are setting up a new privilege, mark the privilege that you want to set up; otherwise, the privilege that you chose is already marked for you.

Location Group

Enter or choose the code for the location group to which you want the privilege you are setting up to apply.

Default

Enter the default that applies to most ITYPEs and BTYPEs at the location whose code you entered.

Depending on the privilege you are setting up, this default could define a time period, a permitted number of repetitions or items, or a monetary amount.

If your default is a time period, mark the Unit (Days, Hours, or Minutes) that describes the unit measure you want; otherwise, mark N/A.

If you want to limit the privilege by applying this default to a certain time period, complete the Per field also.

2 Click Page Down.

In these fields, do the following:

Field

Action

Per

If you want to apply the default for a certain time period, enter a numeric value for the period of time that you want to use and mark the appropriate Unit value.

(For example, enter “12” in the Per field and mark “hours” to apply the privilege default for 12 hours.)

If you have exceptions to the default privileges that affect BTYPEs, ITYPEs, or combinations of the two, complete or update these fields in the Exceptions group. Click New to add multiple exceptions.

Field

Action

Borr Type Group

Enter or choose the code for the BTYPE group to which you want to apply the exception.

If the exception applies to only an ITYPE group, leave this field empty.

Item Type Group

Enter or choose the code for the ITYPE group to which you want to apply the exception.

If the exception applies to only a BTYPE group, leave this field empty.

Value

Enter a numerical value that describes the exception you want to define.

If your exception is a time period, mark the Unit (Days, Hours, or Minutes) that describes the unit measure you want; otherwise, mark N/A.

If you want to limit the privilege by applying this default to a certain time period, complete the Per field also.

Per

If you want to apply the exception that you are setting up for a certain time period, enter a numeric value for the period of time that you want to assess the exception and mark the appropriate Unit value.

 


© 1998-2017 Sirsi Corporation