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Tip for: 09.29.14
Policies are rules that control your patrons and items. Here’s a quick overview!
Set your default Standard Patron and Standard Item to how you want most patrons and items to behave.
To set your Standard Patron:
- From Preferences, click on Policies.
- Set the Patron Policy drop-down to Standard Patron.
- Under the Check Out tab, set Maximum Loaned Items, Use Calendar, and Apply Period Due Dates.
- Under the Overdue tab, set Maximum Overdue Items, Maximum Fine, and Allow Renewals When Fines Are Owed.
- Under the Other tab, set Maximum Hold Requests, Maximum Reservations, and Keep Patron History.
- Make any other changes to the policy.
- Save.
To set your Standard Item:
- From Preferences, click on Policies.
- Set the Item Policy drop-down to Standard Item.
- Under the Check Out tab, set Default Replacement/Purchase Cost, Maximum Renewals, and Transaction Period.
- Under the Overdue tab, set Fine Rate, Grace Period, and Declare Lost When it’s been Overdue [X number of] Days.
- Under the Other tab, choose to allow or not Allow Hold Requests.
- Make any other changes to the policy.
- Save.
To add a new patron/item policy:
- Click Add at the bottom of the patron/item side.
- Set the Defaults from to Standard Patron/Item.
- Enter the Policy Name and Short Code (for reports).
- Press OK, then Save.
Although each item policy applies to every patron policy and visa versa, you can add Exceptions to the rules.
- Bring up the applicable Patron and Item policies.
- Click Exceptions.
- Make changes that will only apply between these two policies.
- Save your changes.
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