CIRCULATION ADMINISTRATION

Chapter 7. SETTING CIRCULATION PARAMETERS

   

 

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Adding and Modifying Loan Periods

You can add or modify loan periods for any currently established library, branch or collection for your VERSO system.

To set or modify loan periods:

1. From the Circ Admin menu, select Circulation Parameters - Loan Periods.
   • The Modify Loan Periods - Select Location screen displays.

• 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.

2. From the Select Location screen, click the name of the library, branch or collection for which you wish to set (or modify) loan periods.
   • The Modify Loan Periods screen for the selected location displays in an additional browser window.

• The Modify Loan Periods screen is arranged as a table, with 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 Loan Periods screen shows the currently established loan periods 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).

3. Enter the desired loan period for each material type in its associated text box:
   • To apply the same loan period to all patron categories, enter the desired loan period in the All text boxes. To apply unique loan periods for one or more patron categories, enter the loan periods in the appropriate patron category text boxes.
   • To enter a loan period in days, enter the desired number of days.
   • To enter a loan period in hours, enter the desired number of hours, followed by the letter “H”.

     NOTE: When entering hourly loan periods, you may enter the loan period in whole hours (2H for example) or in decimal hours (3.5H for example).

     • If desired, you may add “grace time” to hourly loan periods. To add “grace time” to an hourly loan period, add the desired “grace time” in hours, followed by the letter “G”, after the loan period (3.5H.5G for example).

     NOTE: In some cases, you may wish to define an indefinite loan period for a given material type and/or patron category. To do so, enter "INDEF" in the text box for the desired material type.

   • If you do not wish to establish the loan period for a given material type, leave the associated text box blank.
4. When all desired loan periods have been entered, click the Submit button to submit your changes.
   • The Modify Parameters screen refreshes to show your changes.
5. When loan periods for all desired patron category/material type combinations have been set, click the Close button on the Modify Loan Periods screen to close the screen and return to the Select Location screen.
6. Repeat steps 2 through 5 to add (or modify) loan periods for additional locations.

   NOTE: It is recommended that you make a printout of the loan periods for each location for future reference (see Printing Circulation Parameters for details).

 

 

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