Circulation parameters define loan, request, and recall limitations. They can also further define certain kinds of notices, fines, and fees. Here is a list of the circulation parameters that you can set up in Horizon:
Parameter |
Further references |
Hold Request For Already Loaned Materials |
Allow or disallow requests against materials on loan to the requesting borrower |
Request privileges |
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CSA request privileges |
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Recalls allowed |
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Loans allowed |
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Max. CSA requests |
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Max. requests for title |
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Max. requests for itype |
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Max. items out per itype group |
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Max. CSA requests for itype |
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Length of hold queue before loan period override applies |
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Max. hold requests |
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Loan period override for long request queues |
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Charge overdue if item checked out while overdue for another borrower |
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Charge fine for expired holds |
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Telephone Messaging: Number of days to call before overdue notice is sent |
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Telephone Messaging: Number of days to call after hold is filled and before notice is sent |
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Global maximum of checkouts |
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Maximum auto-renewals |
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Lost processing fee |
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Checkout processing fee |
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Request Filling Processing Fee |
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Renewal processing fee |
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Filled hold expiration fee |
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Floating collection restrictions |
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Lost processing fee refund |
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Prefill Fine Payment |
This task gives general steps for setting up any circulation parameter. You can refer to this section for basic information when you set up a specific circulation parameter. Specific circulation parameter setup instructions indicate which variables you can use.
For each parameter, you specify the default and exceptions (or “special values”) based on your library’s policies. (For example, you may allow a faculty member to request any item from any location group; however, you may want to restrict a student’s ability to request items to only certain ITYPE groups from only one location.) Depending on the circulation parameter, exceptions may include these variables:
• | OPAC Location Group. Includes the library whose holdings your PAC displays. |
• | Circulation Location Group. Includes the library where the borrower picks up the item. |
• | Borrower Location Group. Includes the library that houses the borrower’s record. |
• | Item Location Group. Includes the library that owns the item. |
• | Borrower Type Group. Includes the BTYPE affected by the exception. |
• | Item Type Group. Includes the ITYPE affected by the exception. |
If you are using Horizon Information Portal, you need to restart JBoss after you make any changes in circulation parameters. You can do this by clicking the Restart JBoss button at the bottom of the main Setup or main Customize page.
Before You Begin
Make sure you have set up these things:
• | ITYPEs and ITYPE groups. (For instructions, see Preparing Horizon to Work with Item Records.) |
• | BTYPEs and BTYPE groups.(For instructions, see Defining a Borrower Circulation Type (BTYPE).) |
You must create locations, ITYPEs, and BTYPEs. Whenever you create a new location, ITYPE, or BTYPE, Horizon creates a group that contains the code that identifies the location, ITYPE, or BTYPE. You can also choose to create your own groups that contain multiple codes. This lets you apply circulation privileges and parameters to more than one location, ITYPE, or BTYPE at a time. (For more information, see Creating or Editing Groups to Define Circulation Privileges and Parameters and Setting Up Circulation Privileges and Parameters.)
Setting up a circulation parameter
To set up a circulation parameter
1 | In these fields, do the following: |
2 | Click Page Down. |
3 | In these fields, do the following: |
You do not need to enter a value in each location group, ITYPE group, or BTYPE group field for each special value. When a field contains no value, the exception (or special value) applies to all possible values for that field, regardless of type.
Click New to add multiple special values.
Note: When Horizon tries to determine which value to use, if you have multiple special values that match, Horizon chooses the one that references BTYPE or ITYPE Groups containing the smallest number of BTYPEs or ITYPEs. If all special values are equal, Horizon applies an exception with a value of “0” (zero).
Field |
Action |
Enter or choose the code for the online PAC location group for which you want to define an exception. |
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Enter or choose the code for the circulation location group where the item is picked up or checked out. |
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Enter or choose the code for the borrower location group where the borrower is registered. |
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Enter or choose the code for the item location group that owns the item. |
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Enter or choose the BTYPE code for the borrower group to which this exception applies. |
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Enter or choose the ITYPE code for the item group to which this exception applies. |
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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 you want; otherwise, mark N/A. If you want to limit the circulation parameter by applying this default to a certain time period, complete the Per field also. |
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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. |
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If your library has set up circulation rules, enter or choose the code for the circulation privilege rule you want to apply to this circulation parameter exception. (For more information, contact SirsiDynix support.) |
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