Setting Up a Floating Collection
Some libraries want items that are checked in to “belong” to the location where the items are returned, instead of sending them back to their original checkout location. (For example, a multi-branch library may have video or audio items they want to remain at the location where they are checked in.) You can do this by setting up a “floating collection.” The floating collection helps you avoid the expense of sending items back to the item’s original owning location.
Here are some things to consider when setting up floating collections:
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If you have floating collections enabled, you cannot also have stock rotation enabled. |
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When circulation staff checks in an item that is assigned to a floating collection, its location changes to the checkin location regardless of whether the item is linked to a copy record or not. (For example, item and copy location will be different.) |
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Horizon allows you to specify circulation rules for a floating collection based on the item type, item location, or circulation location so that some items in the collection can be in the same collection, but not floating. These items would then be marked to be sent back to the original owning library. For more information, see “Setting Up Restrictions for a Floating Collection” in the “Setting up Circulation Privileges and Parameters” section of the Circulation Setup Guide. |
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The location change happens even for items that are on reserve or are checked into a reserve location circulation station. To prevent items which are on reserve from having the location changed, you should specify a circulation rule to prevent items owned by the reserve location from floating. |
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When you check in an item that is assigned to a floating collection, due dates, fines, and so forth will be based on the item’s owning location or the circulating location depending on how you have set up the Circ Settings by field in the matham (System-wide Parameters) table. (For more information on the Circ Settings by field, see System-Wide Settings.) |
If the item checked in is assigned to a floating collection, and the checkin location is a shared location, the item’s location will not change. However, if the item’s location is a master location, the location will be changed to the login location. (For more information, see “Setting Up a Single Circulation Station for Multiple Locations” in the Circulation Setup Guide.)
Before you begin, complete these tasks:
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Determine which existing or new collections you want to be floating collections. |
To set up a floating collection
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Open the collection view in the Table Editor, or start the Collection Codes process. |
The default location of this process is the Administration\System Setup folder on the navigation bar.
Horizon displays the List Collection Codes window.
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Choose the collection you want to set up as floating. |
Horizon displays the Edit Collection Codes window.
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Click Page Down until you display the Floating option: |
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Mark the Floating box to make this a floating collection. |
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