Changing the Individual Borrower Types

You can change the settings for each borrower type as necessary. (For example, you might want to let a user with a borrower type of “Adult” store up to 25 items in each of their lists. For the borrower type “Student,” however, you might choose to set the maximum number of items that they can have in each list as 10.) If you like the default settings for some borrower types, you can leave them as they are. (For instructions on changing the default settings, see Changing the Default Settings.)

To change individual borrower types

1 Open your Information Portal Administration tool web site.
2 Click the Setup tab.
3 Click the Other sub-tab.
4 Click the My List Borrower Types option.

The Administration tool displays a list of your borrower types:

5 Click on the Borrower Type that you want to change.

The Administration tool displays the Update Borrower Types page:

6 Choose one of these options:
Update these fields to change the settings for this borrower type:

Field

Action

Maximum Lists

Enter the number of lists that you want this borrower type to be able to store.

(For example, enter “8”.)

Maximum Bibs

Enter the number of bib records that you want to let this borrower type save in each list.

(For example, enter “15”.)

Duration

Enter the number of days that you want this borrower type to be able to keep their saved lists.

(For example, enter “200”.)

There is a 30-day grace period for borrower My Lists. The borrower will not lose their list until 30 days past the expiration date.

Note: If you want to set this so that it does not expire, leave this field blank. (For example, you might not want the lists your staff create to ever expire.)

Click Use Defaults to reset the values to the default setting.

Note: You must choose this option in each account where you want the defaults applied. If you change these defaults, the new values do not automatically update.

If you want to, you can change these defaults. (For more information, see Changing the Default Settings.)

7 Click OK.

The Administration tool returns to the list of your borrower types.

8 When you finish making changes in Information Portal, restart the Application Server process (JBoss).

 


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