Chapter 23. Borrowing items: who, what, for how long

Table of Contents

Data elements that affect your circulation policies
Copy data
Circulation Rules
Circulation Limit Sets
Creating Circulation Policies
Best practices for creating policies
Settings Relevant to Circulation

Circulation policies pull together user, library, and item data to determine how library materials circulate, such as: which patrons, from what libraries can borrow what types of materials, for how long, and with what overdue fines.

Individual elements of the circulation policies are configured using specific interfaces, and should be configured prior to setting up the circulation policies.

Data elements that affect your circulation policies

There are a few data elements which must be considered when setting up your circulation policies.

Copy data

Several fields set via the holdings editor are commonly used to affect the circulation of an item.

  • Circulation modifier - Circulation modifiers are fields used to control circulation policies on specific groups of items. They can be added to items during the cataloging process. New circulation modifiers can be created in the staff client by navigating to Administration → Server Administration → Circulation Modifiers.
  • Circulate? flag - The circulate? flag in the holdings editor can be set to False to disallow an item from circulating.
  • Reference? flag - The reference? flag in the holdings editor can also be used as a data element in circulation policies.

Shelving location data

* To get to the Shelving Locations Editor, navigate to *Administration ->
Local Administration -> Shelving Locations Editor*.
* Set _OPAC Visible_ to "No" to hide all items in a shelving location from the
public catalog. (You can also hide individual items using the Copy Editor.)
* Set _Hold Verify_ to "Yes" if when an item checks in you want to always ask for
staff confirmation before capturing a hold.
* Set _Checkin Alert_ to "Yes" to allow routing alerts to display when items
are checked in.
* Set _Holdable_ to "No" to prevent items in an entire shelving location from
being placed on hold.
* Set _Circulate_ to "No" to disallow circulating items in an entire shelving
* If you delete a shelving location, it will be removed from display in the staff
client and the catalog, but it will remain in the database. This allows you to
treat a shelving location as deleted without losing statistical information for
circulations related to that shelving location.

image::media/copy_locations_editor.png[screenshot of Shelving Location Editor]

* Shelving locations can also be used as a data element in circulation policies.

User data

Finally, several characteristics of specific patrons can affect circulation policies. You can modify these characteristics in a patron’s record (Search → Search for Patrons, select a patron, choose Edit tab) or when registering a new patron (Circulation → Register Patron).

  • The user permission group is also commonly used as a data element in circulation policies.
  • Other user data that can be used for circulation policies include the juvenile flag in the user record.