21. Create a Circulation RuleΒΆ
This screen will always be displayed no matter what sample data you installed with the web installer.
Here you are creating a rule which applies the pre-defined organisational decisions of your library as to what restrictions you place on patrons borrowing items.
Note
Numbers are the only valid input for all input fields in this form.
- Library branch dropdown box: This is the library (or libraries) you want to apply the circulation rule to. By default it is set to All, however you can select a singular library to apply the rule to from the dropdown box.
- Patron categories dropdown box: This is the patron categories you want to apply the circulation rule to. As with Library branch it is set to All by default but more options are avaliable.
- Item type dropdown box: This is the item types that you want the circulation rule to apply to. Again more options are avaliable than the default selected All option.
- Current checkouts allowed: This is the number of items allowed from the selected library, for selected patron categories and of the selected item type.
- Loan period: Number of days or hours that an item is allowed out for.
- Units dropdown box: Set by default to Days, the unit selecting in this field is applied to the numerical values written into Loan Period and Renewals Period
- Renewals Allowed: Number of times a item can be renewed.
- Renewals Period: Number of days or hours that a renewal lasts for.
- On shelf holds allowed dropdown box: If items can be held whilst they are on the shelf.
- Click the Submit button to create the circulation rule.
For example: