Follett VERSION 6.00 - Manual (Page 77)

04/04 Chapter 5 Preparing to circulate your collection 77
To access your circulation policies, from System Setup, select Setup | Circulation.
If you defined a password for Circulation Setup, a password dialog appears. The
default password for Circulation Setup is
SOBEIT
. Type the password in the text
box, and then choose OK. The Circulation tabs appear with the Policies tab open:
To set up the loan
periods for the
selected patron
type/circulation
type combination
To view the policies for
a patron type, select
the patron type from
this dropĆdown list.
To set up the
circulation limits
for the selected
patron type
You cannot edit the loan period
for nonĆcirculating eBooks.
From this tab you create or edit your circulation limits and your circulation
periods for your patron types.
How to set circulation limits for patron types
1. From the Policies tab, select the patron type for which you want to establish
limits from the Patron Type list. In the Limits box, choose Edit. The Edit
Patron Limits dialog appears:
The maximum number of checkouts
for this patron type
The maximum number of overdue
items for this patron type
To use a specific date for checkĆ
outs of items belonging to a
circulation type, enter that date
here. Then set the loan period of
that circulation type to Fixed in the
Edit Loan Period dialog (see the
next section).
Make sure to change this date
each year. Circulation Desk does
not do so automatically.
The maximum number
of items that patrons of
this type can have on
hold or on reserve
The default priority for holds
placed by patrons of this
type. The lower the priority
value, the higher the hold is
in the queue. Enter a
number between 1 and 99.
The maximum amount of unpaid fines
that a patron of this type can accumulate
The ceiling date overrides the due date calculated by the system if this date is earlier
than the calculated due date. A commonly used ceiling date is the last day of school
so that all items are due the last day of school, no matter what their calculated due
date would be. Make sure to change this date each year. Circulation Desk increments
the year if needed, but the date may not be correct for your school year.
2. In the text boxes, type the circulation limits that you want applied to patrons
of this type, and then choose Save to return to the Policies tab.
3. Go back to step 1 and repeat this process for the remaining patron types.