Part IX. Circulation administration

Table of Contents

30. Circulation policies
Borrowing items: who, what, for how long
Data elements that affect your circulation policies
Circulation Rules
Creating Circulation Policies
Autorenewals in Evergreen
Circulation Limit Sets
Hold-driven recalls
Enabling hold-driven recalls
Editing the item recall notification email template
31. Copy Status
Adding Copy Statuses
Deleting Copy Statuses
Editing Copy Statuses
32. Circulating uncataloged materials
Introduction
Pre-cataloged item settings
Non-cataloged item settings
Adding a new non-cataloged type
Deleting a non-cataloged type
33. Patron registration administration
Email addresses
34. Patron self-registration administration
Library Settings
35. Holds, transits, and resource sharing
Age hold protection
Active date display in OPAC
Best-Hold Selection Sort Order
Preconfigured Best-Hold Orders
Create a New Best-Hold Selection Sort Order
Edit an Existing Best-Hold Selection Sort Order
Choosing the Best-Hold Selection Sort Order
Permissions to use this Feature
Org Unit Proximity Adjustments
Org Unit Proximity Adjustments
Absolute and Relative Adjustments
Create an Org Unit Proximity Adjustment
Permissions to use this Feature
Floating Groups
Floating Groups
Examples
36. Working with money
Accepting credit card payments
Cash Reports
Setting limits on allowed payment amounts
37. User buckets
Introduction
Editing users
Deleting users
Editing Statistical Category Entries
38. Circulation timesavers and workflows
Barcode Completion
Scoping and Permissions
Access Points
Multiple Matches
Barcode Completion Data Fields
Create, Update, Filter, Delete/Disable Rules
Examples
Testing
Address Alert
General Usage Examples
Access Control and Scoping
Adding a new Address Alert
Editing an Address Alert
Deleting an Address Alert
Staff View of Address Alerts
Regular Expressions / Wildcards
Examples
Development
39. Library closures
Setting regular library hours
Set closed dates using the Closed Dates Editor
Adding a closure
Detailed closure
40. Emergency Closing Handler
Introduction
Administration
Permissions
Create an emergency closing
Emergency Closing Handler
Editing Closing to process Emergency Closing
Hard due dates
Creating a hard due date
41. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Create New Resource Type
Create New Resource Attribute
Create New Resource Attribute Value
Create New Resource
Map Resource Attributes and Values to Resources
Editing Non-Bibliographic Resources
Editing Resource Types
Deleting Non-bibliographic Resources
42. Print (Receipt) Templates
Receipt Templates
Editing Receipts
Formatting Receipts
Text Formatting
Date Formatting
Currency Formatting
Conditional Formatting
Substrings
Images
Sort Order
Subtotals
Exporting and importing Customized Receipts
Exporting templates
Importing Templates
43. Self checkout
Introduction
Initializing the self check
Setting library hours of operation
Configuring self check behavior
Using the self check