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.