Follett VERSION 6.00, User Manual

Page: 76 / 730

04/04 76 System Setup
Circulation policies: who can have what and for how long
Now that you've completed setting up your circulation types and your patron
types, you're ready to take your existing circulation policies and define them in
System Setup. The circulation policies you establish in System Setup are used by
Circulation Desk to automatically monitor and control checkouts, renewals, fine
calculations, refunds, holds, and reserves.
To give you an overview, you determine a set of circulation policies based on the
patron types you created at the beginning of this chapter. For each patron type,
you assign maximum numbers for checkouts, overdues, holds/reserves, and
unpaid fines.
When a patron reaches one of the limits for his type, a block condition occurs
during the next transaction. Circulation Desk alerts you with a message. You
must address the block condition or override it with the Circulation Desk
Override password before continuing with the transaction. For more information,
see Handling block conditions during a transaction" on page 127.
You will also be creating loan periods for each patron type based on the type of
item the patron is checking out. If you did not create your circulation types in
Chapter 3, do so before establishing your circulation policies.
The following table shows an example of how patron types and circulation types
work together when you create your circulation policies:
Loan policy creation example
Patron type Circulation type Your loan periods
Faculty Regular Fixed the last day of the current semester or school year
New Books 40 days
Reference 12 hours
Student Regular 20 days
New Books 10 days
Reference 2 hours