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<h4>Default Circulation Rules</h4> |
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<h4>Default Circulation Rules</h4> |
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<p>Using the issuing rules matrix you can define rules that depend on patron/item typecombos. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all libraries)</p> |
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<p>Using the issuing rules matrix you can define rules that depend on patron/item type combinations. To set your rules, choose a library from the pull down (or 'all libraries' if you want to apply these rules to all libraries)</p> |
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<p>From the matrix you can choose any combination of patron categories and item types to apply the rules to</p> |
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<p>From the matrix you can choose any combination of patron categories and item types to apply the rules to</p> |
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<li>Limit the number of items a patron can have checked out at the same time by entering a number in the 'Current Checkouts Allowed' field</li> |
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<li>Limit the number of items a patron can have checked out at the same time by entering a number in the 'Current Checkouts Allowed' field</li> |
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<li>Define the period of time an item can be checked out to a patron by entering the number of units (days or hours) in the 'Loan Period' box.</li> |
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<li>Define the period of time an item can be checked out to a patron by entering the number of units (days or hours) in the 'Loan Period' box.</li> |
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<li>Choose which unit of time, Days or Hours, that the loan period and fines will be calculate in</li> |
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<li>Choose which unit of time, Days or Hours, that the loan period and fines will be calculate in</li> |
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<li>You can also define a hard due date for a specific patron category and item type. A hard due date ignores your usual circulation rules and makes it so that allitems of the type defined are due on, before or after the date you specify.</li> |
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<li>You can also define a hard due date for a specific patron category and item type. A hard due date ignores your usual circulation rules and makes it so that all items of the type defined are due on, before or after the date you specify.</li> |
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<li>'Fine Amount' should have the amount you would like to charge for overdue items |
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<li>'Fine Amount' should have the amount you would like to charge for overdue items |
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<ul> |
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<ul> |
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<li style="color: #990000;">Important: Enter only numbers and decimal points (no currency symbols).</li> |
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<li style="color: #990000;">Important: Enter only numbers and decimal points (no currency symbols).</li> |
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</li> |
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</li> |
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<li>Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the 'Renewals Allowed' box</li> |
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<li>Next decide if the patron can renew this item type and if so, enter how many times they can renew it in the 'Renewals Allowed' box</li> |
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<li>If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds Allowed' field</li> |
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<li>If the patron can place holds on this item type, enter the total numbers of items (of this type) that can be put on hold in the 'Holds Allowed' field</li> |
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<li>Finally, if you charge a rental feefor the item type and want to give a specific patron type a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field</li> |
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<li>Finally, if you charge a rental fee for the item type and want to give a specific patron type a discount on that fee, enter the percentage discount (without the % symbol) in the 'Rental Discount' field</li> |
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</ul> |
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</ul> |
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<p>When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron type and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.</p> |
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<p>When finished, click 'Add' to save your changes. To modify a rule, create a new one with the same patron type and item type. If you would like to delete your rule, simply click the 'Delete' link to the right of the rule.</p> |