Borrower Records

A Home Service borrower is any person or institution that receives Home Service services from your library. If a person or institution wants to receive Home Service services, you must create a borrower record for them (unless they already have one on your system), then assign a Home Service BTYPE to the borrower record. (For more information, see Home Service Borrower Circulation Type (BTYPE) Records.)

There are two types of Home Service borrowers:

Standard. A standard Home Service borrower is an individual who receives items from your library by delivery or mail. (For example, a standard Home Service borrower may be a student who is home recovering from an accident, an adult staying in the hospital, or an elderly person who cannot drive to the library.) For standard borrowers, you assign a Home Service BTYPE that has the delivery type of “mail” or “delivery.”
Institution. An institution Home Service borrower is a building or location (such as a hospital or youth center) that borrows groups of items from your library and then distributes the items to their members themselves. Rather than lend items to the members of the institution, you lend items to the institution itself. For institution borrowers, you assign a Home Service BTYPE that has the delivery type “institution borrowers.”

If you assign a Home Service BTYPE that has the delivery type “institution borrowers,” the institution will not be included in the borrower log, since the log is intended to track the opinions of individuals. Further, the rating prompt will not appear when you check in items to the institution, since the ratings are stored in the borrower log. (For more information, see Ratings and Reviewing the Borrower Log.)

You also need to specify Home Service information in the borrower record, such as the borrower’s route, number of days between visits, and reading preferences.

When you specify a route on a borrower record, Horizon automatically assigns the borrower to the next sequential stop number on that route. If you are going to deliver items to borrowers, and if you want the initial stop numbers to reflect their geographical order on the route, you can save time by planning the stop number order you want, then assigning borrowers to Home Service in that order.

This section explains these topics:

 


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