CIRCULATION ADMINISTRATION
Chapter 7. SETTING CIRCULATION PARAMETERS
Adding and Modifying Checkout Limits
You can add or modify checkout limits for any currently established location or collection for your library.
To set or modify checkout limits:
- From the Circ Admin menu, select Circulation Parameters - Checkout Limits.
- The Modify Checkout Limits - Select Location screen displays.
Modify Checkout Limits - Select Location Screen
- The Select Location screen shows an indentured listing of all currently defined libraries, branches and collections for your VERSO system. Locations for which one or more specific parameters have been specified are preceded by the notation “-- ACTIVE ->.”
- Parameters set at the library level serve as the default parameters for all branches and collections associated with that library. If specific parameters are not set for a given branch/collection or material type, VERSO uses the parameters set at the library level. Similarly, parameters set at the branch level serve as the default parameters for all collections associated with that branch. If specific parameters are not set for a given collection or material type, VERSO uses the parameters set at the branch level.
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From the Select Location screen, click the name of the library, branch or
collection for which you wish to set (or modify) checkout limits.
- The Modify Checkout Limits screen for the selected location displays in an additional browser window.
Modify Checkout Limits Screen
- The Modify Checkout Limits screen is arranged as a table, with all patron categories established for your library listed across the top row of the table, and all material types established for your library listed down the left column of the table.
- The Modify Checkout Limits screen shows the currently established checkout limits for each patron category/material type combination.
- If desired, you can reconfigure, sort and filter table content (see the System Basics User Guide for details).
- Enter the maximum number of items a given patron may have "checked out" at
a given time, for each material type, in its associated text box.
- To apply the same checkout limits to all patron categories, enter the desired checkout limits in the All text boxes. To apply unique checkout limits for one or more patron categories, enter the checkout limits in the appropriate patron category text boxes.
- If you do not wish to establish the checkout limits for a given material type, leave the associated text box blank.
- When all desired checkout limits have been entered, click the Submit
button to submit your changes.
- The Modify Checkout Limits screen refreshes to show your changes.
- When checkout limits for all desired patron category/material type combinations have been set, click the Close button on the Modify Checkout Limits screen to close the screen and return to the Select Location screen.
- Repeat steps 2 through 5 to add (or modify) checkout limits for
additional
locations.
NOTE: It is recommended that you make a printout of the checkout limits for each location for future reference (see Printing Circulation Parameters for details).