Make sure you have set up these things:
• | Locations and location groups. (For instructions, see “Library Locations” in the “General Setup” chapter of the System Administration Guide.) |
In the location view, specify whether you want to base overdue renewal due dates on the current date or the original due date.
Horizon calculates the due date for renewed items by adding the renewal loan period to the date the renewal is made (“now”) or to the original due date and time. If you mark the Always Renew From Now box in the location view, Horizon always makes a renewal from the date of the renewal. If you do not mark the Always Renew From Now box, Horizon always makes renewals from the original due date.
For example, if the Always Renew from Now box is marked, an item with a renewal loan period of seven days that was renewed on March 12 would have a new due date of March 19. If the Always Renew from Now box is not marked, an item originally due on March 14 and renewed on March 12 would have a new due date of March 21.
• | 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).) |
To set renewal rules
1 | Define these circulation privileges and any exceptions for each location. (For instructions on setting up circulation privileges, see Setting Up Circulation Privileges and Parameters.) |
• | Renewal Period. The length of time for which most borrowers may renew most items. If you do not want to allow renewals, enter “0” (zero). |
• | Max. Renewals. The maximum number of renewals, including phone renewals, that most borrowers can make for a single item. |
When a borrower who has reached this maximum attempts to check out or renew an item, Horizon blocks the procedure and displays a message about the maximum being reached. Circulation staff must resolve or override the block before the borrower can check out or renew items.
This maximum can be any number up to 999. If you enter”0” (zero) in this field, Horizon ignores the maximum renewals field.
• | Max. Phone Renewals. The maximum number of renewals that most borrowers can make by telephone for a single item. |
• | Allow OPAC Renewals. Whether borrowers can renew items from your PAC. |
• | Max. OPAC Renewals. The maximum number of renewals that borrowers can make from your PAC. |
• | Allow Ovrd. OPAC Renewals. Whether borrowers can renew overdue items from your PAC. |
You may also need to do other setup tasks in Information Portal. (For instructions, see the Information Portal System Administrator’s Guide.)
3 | If you want to keep borrowers with blocks from making renewals using your OPAC, use the Disallow Opac Renewals field in the block view to specify for each block your library uses whether the block prohibits renewals. (For instructions, see Setting Up Blocks.) |
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