How to limit loan periods, Setting time limits for items on hold – Follett VERSION 6.00 User Manual

Page 78

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System Setup

How to limit loan periods

1. In the Policies tab, select the patron type you want to establish loan periods

for from the Patron Type list. All of the circulation types appear in the Loan

Periods box. Select the circulation type for which you want to define loan

periods, and then choose Edit in the Loan Periods box. The Edit Loan Period

dialog appears:

The number of days, or hours, a patron

has to return an overdue without

incurring a fine

Maximum number of renewals

for this circulation type

for this patron type

The maximum fine amount a patron of

this type can be charged for a single

item of this circulation type

The length of checkout (days,

hours, or fixed). If you choose fixed,

all items of this circulation type will

be due on the fixed due date you

established in the patron type limits

for this patron type.

The amount charged per day, or

hour, for overdues

Maximum number of checkouts for this circulation type. The number

cannot exceed the maximum checkout limit for this patron type.

Note:

The amount you type in the Fine Increment text box should not exceed

the amount you type in the Fine Limit text box.

2. When you finish establishing the loan period limits for this circulation type

for the selected patron type, choose Save. The Policies tab appears showing

the modified information.

3. To set up another circulation type for this patron type, select the circulation

type from the Loan Periods box and repeat filling out the Edit Loan Period

dialog. Repeat this process until you have established loan periods for all

circulation types for each patron type.

Note:

You cannot set up loan periods for the NonĆcirculating eBook (*NC)

circulation type. *NC is intended for eBooks, or other electronic resources,

that are nonĆcirculating, nonĆinventoried, and nonĆholdable.

Setting time limits for items on hold

When a patron places a hold or reserve on an item, it is entered in the

holds/reserves queue.

S

A hold is ready if the item is available. If it is not, the hold is pending.

S

A reserve is inactive until the preĆreserve processing date. When that date

arrives, the reserve is ready if the item is available, pending if it is not.

S

A pending hold or reserve becomes ready when the item becomes available.

S

A hold expires according to the time limits you set on this tab.

S

A reserve automatically expires the day after the end of the reserve period.

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