Setting Up Media Circulation Privileges

When you initially set up your Horizon system, you determined the standard loan period for each library location by editing the circ_privilege_code table. However, media items often have different loan periods than other library items. If you edit an existing location record to accommodate your media items, you may need to set up exceptions to the standard circulation privileges for those library locations that circulate media-related items. If you choose to set up a separate library location record especially for Media Scheduling, you need to set up circulation privileges for each Media Scheduling location group. For more information on circulation privileges, search “setting up or editing a circulation privilege” in the Circulation Setup Guide.

You may want to include these privileges, or exceptions to them, in your Media Scheduling setup:

Privilege

Description

Loan Period

How long most borrowers can check out most items.

Early Pickup Interval

The number of minutes before the scheduled start time that a borrower may extend a media scheduled time by picking up the material early.

Holding Interval

The maximum number of minutes after the scheduled start time that a borrower may delay before another borrower can check out the item. The holding interval is sometimes called “grace,” but is not to be confused with the grace period.

Allow Booking

Whether or not borrowers can schedule items in advance.

Important: If you do not enable this privilege, items cannot be scheduled through Media Scheduling.

Repeat this task to set up exceptions for each of these privileges separately.

Before You Begin

Make sure you have set up these things:

Locations and location groups for each location that will use Media Scheduling.
Media Scheduling ITYPEs and ITYPE groups.
If necessary, BTYPEs and BTYPE groups that can use Media Scheduling.

If you change information in an existing location group’s circulation privileges, you affect the circulation privileges for the entire location group, not just the media scheduling location. You must either create a new location group for Media Scheduling or add exceptions.

To set up media circulation privileges

1 Open the circ_privilege_code view in the Table Editor.

Horizon opens the List Circulation Privileges window.

2 Choose an existing circulation privilege for which to set up media scheduling exceptions, or create a new circulation privilege.

Horizon displays the Edit Circulation Privileges window:

3 Verify that the button in front of the first privilege for which you want to set up media scheduling exceptions is marked.
4 Display these fields:

5 Enter or update these fields, as necessary:

In this field

Do this

Location Group

Enter or choose the code for the location group to which you want the privilege that you are setting up to apply.

Default

Enter the default that applies to most ITYPEs and BTYPEs at the location whose code you entered.

Depending on the privilege that you are setting up, this default could define a time period, a permitted number of repetitions or items, or a monetary amount.

If your default is a time period, mark the Unit Days, Hours, or Minutes that describes the unit measure you want; otherwise, mark N/A.

If you want to limit the privilege by applying this default to a certain time period, complete the Per field also.

Per

If you want to apply the default for a certain time period, enter a numeric value for the period of time that you want to use and mark the appropriate Unit value.

For example, enter 12 in the Per field and mark hours to apply the privilege default for 12 hours.

If you have exceptions to the default privileges that affect BTYPEs, ITYPEs, or combinations of the two, complete or update these fields in the Exceptions group. Click New to add multiple exceptions.

Borr Type Group

Enter or choose the code for the BTYPE group to which you want to apply the exception.

If the exception applies to only an ITYPE group, leave this field empty.

ItemType Group

Enter or choose the code for the ITYPE group to which you want to apply the exception.

If the exception applies to only a BTYPE group, leave this field empty.

Value

Enter a numerical value that describes the exception you want to define.

If your exception is a time period, mark the Unit Days, Hours, or Minutes that describes the unit measure that you want; otherwise, mark N/A. If you want to limit the privilege by applying this default to a certain time period, complete the Per field also.

Per

If you want to apply the exception that you are setting up for a certain time period, enter a numeric value for the period of time that you want to assess the exception; then mark the appropriate Unit value.

6 Save your changes.
7 Repeat steps 2 through 6 to set up all the necessary privileges for each borrower and ITYPE at this location.

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