Setting Up Maximum Requests for BTYPEs and ITYPEs

Once you have set up locations to allow requests (for instructions, see Specifying Locations that Can Request Items), you can set the number of requests that each BTYPE group can make. You can also set the number of requests allowed for different ITYPE groups.

When a request is made, Horizon follows this workflow in granting the request:

1. Horizon checks the default and exception settings in request privileges.
2. If the default value is “1” (requests allowed), Horizon checks max. hold requests to verify that these conditions exist:
The default value is “1” (requests allowed for BTYPEs).
The maximums set in the exceptions have not been exceeded.
3. If requests are allowed for the BTYPE and maximums have not been exceeded, Horizon checks max. requests for ITYPE to verify that these conditions exist:
The default value is “1” (requests allowed for ITYPEs).
The maximums set in the exceptions have not been exceeded.
4. If requests are allowed and neither the BTYPE nor ITYPE maximums have been exceeded, Horizon grants the request.

For example, suppose your library is set up with these request parameters for default BTYPEs and ITYPEs, and these exceptions for a Student BTYPE and the book and audio ITYPEs:

Borrower and Item Types

Default Value (Requests)

Exception Value (Requests)

Quantity of Requested Items

BTYPE

10

 

 

Student

 

5

 

ITYPE

10

 

 

Books

 

5

2

Audio

 

5

3

A student has requested two books and three audio items. When they try to request a fourth audio item, the request is declined because allowing it would exceed the maximum number of requests for the BTYPE exception (5).

In this example, the BTYPE “student” can request a maximum of five items of any combination of ITYPEs. According to the individual ITYPE maximums, the student may request three more books and two more audio items. Even though the ITYPE limits have not been exceeded, the BTYPE limit has been exceeded. In this example, the BTYPE limit takes precedence over the ITYPE limits.

Here is another example. Assume these request parameters:

Borrower and Item Types

Default Value (Requests)

Exception Value (Requests)

Quantity of Requested Items

BTYPE

10

 

 

Student

 

10

 

ITYPE

10

 

 

Books

 

2

2

Audio

 

2

2

A student has requested two books and two audio items. When he attempts to request a book, the request is denied because doing so would exceed the maximum number of requests for the ITYPEs.

In this example, the BTYPE “student” can request a maximum of ten items of any combination of ITYPEs. According to the BTYPE limit, the student may request six more items than he has already requested; however, the ITYPE limits for books and audio have already been met. In this example, the ITYPE limits take precedence over the BTYPE limits.

Keep this workflow in mind as you set up the maximum number of requests for both ITYPEs and BTYPEs.

This section explains these topics:

 


© 1998-2017 Sirsi Corporation