Setting Up Item Types

Item circulation types ITYPEs determine the general circulation rules of library items, such as fines for overdue or lost items, that apply to different item types in the library. Media Scheduling uses ITYPEs to determine which media items borrowers can book schedule in advance, and whether users can keep media items overnight. For more information on ITYPEs, search “defining an item circulation type, or ITYPE” in the Circulation Setup Guide.

When you set up a new ITYPE code, Horizon creates an ITYPE group that contains only that code. You can also choose to create your own ITYPE groups that contain multiple ITYPE codes. This lets you apply circulation privileges and parameters to more than one ITYPE at a time. For more information on circulation groups, search “creating or editing groups to define circulation privileges and parameters” in the Circulation Setup Guide.

“Bookings” and “requests” are mutually exclusive. If you allow certain ITYPEs to be scheduled in Media Scheduling, you cannot allow those same ITYPEs to be requested (placed on hold).

To set up item type parameters for media scheduling

1 Open the itype view in the Table Editor.

Horizon opens the List Item Circulation Types window.

2 Choose the existing media-related ITYPE that you want to edit, or create a new ITYPE for a type of media item.

Horizon displays the Edit Item Circulation Types window:

Note: If you are editing an existing ITYPE, you need to edit only the Bookable and Take Overnight? hourlies fields. Any changes that you make in the other fields affect all item records with the ITYPE you are editing.

If you are creating a new ITYPE, complete all fields as necessary.

For more information, see “Defining an Item Circulation Type [ITYPE]” in the Circulation Setup Guide.

3 Complete or update these fields:

In this field

Do this

ITYPE Code

Enter a code that identifies the item circulation type ITYPE.

Codes can contain up to seven characters and should be unique. Horizon uses this same code for the corresponding ITYPE group it automatically creates from the ITYPE setup. Whenever you want to link to a certain set of ITYPE parameters such as when catalogers create item records or you define circulation exceptions, you use the ITYPE group code.

No. of Items

This is a read-only field that displays the number of item records that link to this ITYPE.

Horizon updates this field automatically.

Description

Enter a description for the ITYPE.

This description should be unique and may help identify the circulation rules that you want to apply to this ITYPE.

Group Charge

If you want to group items in this ITYPE so that borrowers can check out several items under a single barcode, mark this box.

Minimum Fine

If you want to charge a minimum fine for an overdue item of this ITYPE, enter the minimum fine amount that you want to charge.

Enter the amount in this format, where N represents a numeric digit: N.NN. For example, enter 0.25 to charge 25 cents.

If you want to have fines computed in assigned increments without imposing a minimum fine, leave the Minimum Fine field blank.

For more information, search “understanding minimum and maximum fines” in the Circulation Setup Guide.

Fixed Max. Fine

If you want to keep fines on any item from increasing beyond a maximum amount, mark this box and enter a maximum fine amount in the next field. Do not enter a percentage in the -OR- Percentage field.

If you want to limit maximum fines by a percentage of the item cost, use the -OR- Percentage field instead.

Max. Fine Amount

If you marked the Fixed Max. Fine box, enter the maximum fine amount for an item.

Enter the fine amount in this format, where N represents a numeric digit: <N.NN> for example, 10.00. For more information, search “understanding minimum and maximum mines” in the Circulation Setup Guide.

‑OR‑ Percentage

If you want to keep fines on any item from increasing beyond a percentage of the item cost, enter the percentage.

For example, enter 70 if you want fines to go no higher than 70% of the item cost.

Horizon checks for the item cost in the item record first. If no item cost is listed in the item record, Horizon finds the average replacement cost for the collection that includes this item in the collection view. Then Horizon applies this percentage to that average replacement cost. For more information, search “general setup collections” in the System Administration Guide.

If you enter a percentage, do not mark the Fixed Max. Fine box and do not enter a maximum fine amount.

Keep Circ. History (days)

Enter the number of days for which Horizon should keep information about the borrowers who check out items with this ITYPE.

After this number of days, Day End deletes the history.

Bookable

Mark this box to allow the items with this ITYPE to be scheduled through Media Scheduling.

Take Overnight? hourlies

Important: This option applies to items whose hourly due time may extend past the closing time of the library.

Do one of these options:

If you want to let borrowers keep an item that would be due after closing until the next time the library is open, mark this box.
If hourly items must be returned before closing regardless of the hourly rate, do not mark this box.

selfcheck_media_type

If your library uses 3M SelfCheck, enter or choose the code for a self-serve checkout media type.

For more information on self-serve checkout media types, see the 3M SelfCheck Guide.

selfcheck_security_marker

If your library uses 3M SelfCheck, enter or choose the code for the type of security marker you use on items with this ITYPE.

For more information about security markers, see the 3M SelfCheck Guide.

4 Save your changes.

Related topics 

 


© 1998-2017 Sirsi Corporation