Circulation privileges govern the circulation of items for each location in your library. These privileges determine such things as the length of time for which items can be checked out, the daily rate of fines charged for overdue items, how many times a borrower can renew an item, whether the location uses a grace period for fines, and so forth. Circulation parameters define loan, request, and recall limitations. They can also further define certain kinds of notices, fines, and fees.
For each circulation privilege, you specify a default value that applies to all standard situations at each location group you designate. You also set up any exceptions based on your library’s policies.
When you create a location, an ITYPE, or a BTYPE, Horizon creates location, ITYPE, and BTYPE groups that contain only one code. You can also set up groups that contain as many codes as you want. These groups help you create exceptions to each default circulation privilege because they let you combine BTYPEs and ITYPEs that can use the same privileges.
You can set up exceptions for a single BTYPE group, for a single ITYPE group, or for any combination of borrower and ITYPE groups. Horizon lets you set up as many exceptions as you need. However, these exceptions apply to each member of the group independent of each other. For example, an exemption that only allowed five check outs for the Video ITYPE group and that ITYPE group had DVD, Blue Ray, and VHS ITYPEs in it, then the patron would be allowed to check out five DVDs, five Blue Ray discs, and five VHS tapes, for a total of 15 total videos (assuming the patron was allowed to check out 15 or more items at a time). To force Horizon to enforce the limit across an entire ITYPE group, you must configure Circulation Parameter 53. For more information, see.
You may also need to set up some circulation parameters before your Circulation system can implement all of your library’s policies. Circulation parameters affect these aspects of circulation:
• | Locations that lend library items (for more information, see Setting Up or Editing Basic Circulation Policies) |
• | Lost processing fees and fines for overdue items checked out to other borrowers before being checked in (for more information, see Setting Up Fines, Fees, and Suspensions) |
• | Hold requests (for more information, see Setting Up Hold Requests ) |
• | Recalls (for more information, see Setting Recall Rules) |
You may also need to set up some circulation parameters if you use Horizon Telephone Messaging, 3M SelfCheck, or Closed Stack Access.
You can choose to control the settings for loan period, renewals, and fine rate from either the location that circulates the item (the circulating location) or the location that owns the item (the owning location). To do this, mark the appropriate button in the Circ Settings by field in the matham view in the Table Editor. (For more information, see “Setting Up Circulation Privileges Tracking” in the “General Setup” chapter of the System Administration Guide.)
For statistics gathering, Horizon credits renewals to the checkout location. If there is no checkout location, Horizon credits renewals to the owning location. (For instructions on generating statistical reports, see “Generating Ad Hoc Statistical Reports” in the “Maintenance and Day End” chapter of the System Administration Guide.)
This section explains these topics:
• | Creating or Editing Groups to Define Circulation Privileges and Parameters |
• | Setting Up or Editing a Circulation Privilege |
• | Setting Up or Editing a Circulation Parameter |
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