Setting Renewal Rules

You may choose to let borrowers keep checked-out items for an additional loan period. When this happens, Horizon lets you renew the item instead of checking in the item and re-checking it out to the same borrower. Renewal rules let you determine the conditions under which borrowers may renew items (for example, on requested or overdue items, or through your PAC). You can choose the length of a renewal period and whether that period is measured from the original due date or from the date of renewal.

You can also configure Horizon to automatically renew items for patrons when they meet the qualifying criteria set up for the location. For more information, see Setting Up a Location Record.

This table shows due dates for several renewal situations:

Loan unit

Default renewal loan period

Exception to renewal loan period

Renew From flag

Renewal date

Original due date

New due date

day

7

n/a

today’s date

3‑12‑18

n/a

3‑19‑18

day

14

n/a

original due date

3‑12‑18

3‑10‑18

3‑24‑18

day

14

21

today’s date

3‑12‑18

n/a

4‑02‑18

You must do tasks in several parts of Horizon in order to set up renewals correctly.

 

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