How to limit loan periods, Setting time limits for items on hold – Follett VERSION 6.00 User Manual
Page 78

04/04
78
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.