Setting Up Circulation Privileges for Advanced Booking

You must set up these circulation privileges for Advanced Booking:

Allow Advanced Booking
Booking Increment
Maximum Advanced Booking Days
Loan Period
Holding Interval
Early Pickup Interval

To set up circulation privileges for Advanced Booking

1 Start the Circ Privileges Table process.

The default location of this process is the Circulation\Circulation Control Menu folder on the navigation bar. (For more information about circulation privileges, see Setting Up Circulation Privileges and Parameters.)

2 Do these steps to turn on Advanced Booking in Horizon:
a Create or edit the Allow Advanced Booking privilege for the location that you want.
b Mark the Allow Booking option.
c Be sure the Location Group has the correct location for the bookable ITYPE.
d Set the Default value at “1”.
e Save your changes.
3 Do these steps to set up the booking increment:
a Create or edit the Booking Increment privilege for the location that you want.

This sets the intervals at which borrowers can book an item. (For more information, see Booking Period.)

b Mark the Booking Increment option.
c Be sure the Location Group has the correct location for the bookable ITYPE.
d Set the Default value to the time interval that you want to allow for booking.

You can enter this in hours or minutes. However, you should may want to set Advanced Booking in multiples of 30 minutes for easier manageability of booking times and intervals.

e Save your changes.
4 Do these steps to specify the number of days or other length of time in advance that borrowers can make bookings:
a Create or edit the Maximum Advanced Booking Days privilege for the location that you want.
b Mark the Max. Adv. Booking option.
c Be sure the Location Group has the correct location for the bookable ITYPE.
d Set the Default value to the maximum length of time that you want to let users book in advance.
e Save your changes.
5 Do these steps to set up the loan period:
a Create or edit the Loan Period privilege for the location that you want.

This is the length of time that a bookable item can be checked out. The combination of the item’s owning location and ITYPE plus the booker’s BTYPE determine how long a booked item can be checked out.

Note: If you have an entire location of all bookable items, you can just set the Default value for the loan period of this location, rather than the Exceptions for this location’s loan period.

b Be sure the Loan Period option is marked.
c In the Exceptions group, create or edit an exception for bookable ITYPEs that you have set up.
d In the Borr Type Group, create an exception for any BTYPE to which you want to apply a different bookable loan period.
e In the Item Type Group, create an exception for any ITYPE to which you want to apply a different bookable loan period.
f Set the Value to the loan period that you want for the exception that you are defining.

Note: All bookable ITYPEs must specify an hourly loan period.

g Save your changes.
6 Repeat steps 3 through 5 for each location’s circulation privileges for which you want to allow advanced booking.
7 Set up the location that you want to use Advanced Booking. (For instructions, see Setting Up a Location View with Advanced Booking.)

 


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