Setting Up or Editing a Circulation Parameter

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

Setting Up Hold Requests

CSA request privileges

Setting Up Restrictions for a Floating Collection

Recalls allowed

Setting Recall Rules

Loans allowed

Setting Up a Location to Allow Loans

Max. CSA requests

Setting Up Restrictions for a Floating Collection

Max. requests for title

Setting Up Maximum Requests for Title

Max. requests for itype

Setting Up Maximum Requests for BTYPEs and ITYPEs

Max. items out per itype group

Setting up the maximum number of items out per ITYPE group

Max. CSA requests for itype

Setting Up Restrictions for a Floating Collection

Length of hold queue before loan period override applies

Setting Up Hold Requests

Max. hold requests

Setting Up Maximum Requests for BTYPEs and ITYPEs

Loan period override for long request queues

Setting Up Hold Requests

Charge overdue if item checked out while overdue for another borrower

Setting Up Overdue Charges for Overlapping Circulations

Charge fine for expired holds

Charging Fines for Expired Holds

Telephone Messaging: Number of days to call before overdue notice is sent

Setting Up Horizon Telephone Messaging Options

Telephone Messaging: Number of days to call after hold is filled and before notice is sent

Setting Up Horizon Telephone Messaging Options

Global maximum of checkouts

Setting Up a Global Maximum Number of Checkouts

Maximum auto-renewals

 

Lost processing fee

Setting Up a Lost Processing Fee

Checkout processing fee

Setting Up Fees for Staff Client Checkouts

Request Filling Processing Fee

Charging Fees for Hold Requests

Renewal processing fee

Setting Up Fees for Renewals

Filled hold expiration fee

Charging Fines for Expired Holds

Floating collection restrictions

Setting Up Restrictions for a Floating Collection

Lost processing fee refund

Setting Up a Lost Processing Fee Refund

Prefill Fine Payment

Setting Up a Prefill Fine Payment Option

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:

Locations and location groups. Set up a location in Horizon for each location you have. (A location can be a branch, department, or any other segment of your library that you define. (For instructions, see “Library Locations” in the “General Setup” chapter of the System Administration Guide.)
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

View:circ_parameter

1 In these fields, do the following:

Field

Action

Parameter

This is a read-only field that gives the number of the circulation parameter you are editing.

Description

This is a read-only field that gives the description of the circulation parameter you are editing.

Using Location, Btype, or Itype

These are read-only fields that list the groups to which the circulation parameter applies.

The value of “Y” displayed next to each group tells you that you can use the group to specify exceptions. (If you enter a value in the Special Values group for a field marked with “N” for a parameter, Horizon lets you save the parameter but does not use that group when processing the exception.)

Value

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

Default values vary, depending on the circulation parameter. (For example, there are two possible values for loan parameters while there are 256—0 to 255—possible values for request parameters.) These values are described in each circulation parameter section, where applicable.

Some circulation parameters may have defaults that define a time period, a permitted number of repetitions or items, or a monetary amount. Enter monetary amounts without decimals. (For example, if the amount is five dollars, enter “500”.)

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 parameter 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 23 hours.

Circ Rule

This is a read-only field.

If your library has set up and applied circulation rules, Horizon displays the code for the circulation privilege rule that you have applied to this circulation parameter. (For more information, contact SirsiDynix support.)

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

OPAC Location Group

Enter or choose the code for the online PAC location group for which you want to define an exception.

Circulation Location Group

Enter or choose the code for the circulation location group where the item is picked up or checked out.

Borrower Location Group

Enter or choose the code for the borrower location group where the borrower is registered.

Item Location Group

Enter or choose the code for the item location group that owns the item.

Borrower Type Group

Enter or choose the BTYPE code for the borrower group to which this exception applies.

Item Type Group

Enter or choose the ITYPE code for the item group to which this exception applies.

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 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.

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.

Circulation Rule

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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