You can create advisor records for each Home Service advisor. (An advisor is a library staff member, borrower, or volunteer who is responsible for one or more Home Service routes.) After creating advisor records, you can create your route records and assign an advisor to each route. (A route is a geographical area where Home Service borrowers are located.)
Besides creating advisor records and route records, you create a Home Service borrower circulation type (BTYPE) record for each category of Home Service borrowers (such as “Home Service Student”). Each Home Service BTYPE record specifies the method in which borrowers with that BTYPE will receive items (direct delivery, mail, or institution delivery). You assign a Home Service BTYPE to each borrower record.
You also complete certain fields on the last page of the borrower record. These fields let you specify the information that applies to Home Service, such as the borrower’s route, number of days between visits, and reading preferences.
In most cases, you will set up borrower records for individuals who receive items from your library by delivery or mail (such as a student who is home recovering from an accident). However, you may also create borrower records for institutions (such as a hospital or youth center) that borrow groups of items from your library, and then distribute the items to their members themselves.
You assign a route to each borrower record, which in turn determines the borrower’s advisor. Here is an overview of this relationship:
You can set up several other features for Home Service. (For example, you can activate the ability to print issue slips. An issue slip is a list of checkout information about a Home Service borrower.) You can activate the rating prompt if you want to store borrowers’ ratings for the items they read. (A rating is a number between 1 and 10 that indicates how much a borrower liked an item.) You can also create certain MARC maps if you want to include author, title, and subject information on issue slips and in the borrower log. (The borrower log is a cumulative list of items that have been checked out to each Home Service borrower.)
This chapter assumes that you know how to use the Table Editor. (For more information, see
Whenever you make a change to Horizon setup, you should exit Horizon and restart it on any workstation where you want the change to take effect.
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