Changing Staff Borrower Types

You can import the staff borrower types that you have created in Horizon into Information Portal. You may want to do this if you have set up certain restrictions and rules in a staff borrower type that you want to apply to certain staff members searching Information Portal. (For example, you can let your staff view item records designated as “staff-only”.)

Before you can do this, you must set up these staff borrower types in Horizon. (For more information on setting up Borrower Types, see “Defining a Borrower Circulation Type [BTYPE]” in the “Preparing Horizon to Work with Borrower Records” section in the Horizon Circulation Setup Guide.)

To change staff 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 Staff Borrower Types option.

The Administration tool displays a list of your staff borrower types:

This page shows all of the staff borrower types that you can use in Information Portal currently. If you want to, you can import other staff borrower types or delete the ones that you no longer need.

5 Do one or more of these options:

To do this

Do this

Import more staff borrower types into Information Portal

1 Click Import Borrower Type.

The Administration tool displays the list of the staff borrower types that are available to be imported from Horizon.

2 Mark the staff borrower types that you want to use in Information Portal.
3 Click OK.
4 The Administration tool returns to the list of your staff borrower types. The borrower types that you added display on the bottom of the list of borrower types.
5 Repeat steps 1 through 3 in this table until you have added all of the borrower types that you want to add.

Remove one or more of these borrower types

1 Click the Delete option next to the borrower type.

(This removes the borrower type only from Information Portal; it does not delete it from Horizon.)

 


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