Before You Begin

Make sure you have set up these things:

Locations. Set up any locations that you want to add to a group. (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.)
ITYPEs. Set up any ITYPEs that you want to add to a group. (For instructions, see Preparing Horizon to Work with Item Records.)
BTYPEs. Set up any BTYPEs that you want to add to a group. (For instructions, see Defining a Borrower Circulation Type (BTYPE).)

Horizon automatically creates a group for each ITYPE, BTYPE, and location that you set up.

To create or edit a group for defining circulation privileges and parameters

1 Do one of these options in the Table Editor:

To create a group of these

Open this view

ITYPEs

itype_group

BTYPEs

btype_group

Locations

location_group

2 Choose the group you want to edit, or create a new group.

Important: SirsiDynix recommends that you do not edit a group that contains only one code. Instead, create a new group and add all of the codes that you want to group. This lets you always have one group for every code on your system so that you can always add any exception to any privilege or parameter.

Horizon opens an Edit Groups for Circ Priv/Param window. Here is an example of an Edit IType Groups window:

3 Complete or update these fields:

Field

Action

IType Group, BType Group, or Location Group

Enter a unique code for the group.

Description

Enter a description for the group.

This description displays in the circ_privilege_code and circ_parameter views.

IType, BType, or Location

Enter or choose the code for the ITYPE, BTYPE, or location that you want to add to the group you are creating.

Click New to add additional codes to the group.

4 Save your changes.

 


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