Defining circulation and fine rules for "" Defining circulation and fine rules for all libraries

The rules are applied from most specific to less specific, using the first found in this order:

  • same library, same patron type, same item type
  • same library, same patron type, all item types
  • same library, all patron types, same item type
  • same library, all patron types, all item types
  • all libraries, same patron type, same item type
  • all libraries, same patron type, all item types
  • all libraries, all patron types, same item type
  • all libraries, all patron types, all item types

To modify a rule, create a new one with the same patron type and item type.

Select a library :
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Patron Category Item Type Current Checkouts Allowed Loan Period (day) Fine Amount Fine Charging Interval Fine Grace period (day) Suspension in Days (day) Renewals Allowed (count) Holds Allowed (count) Rental Discount (%)  
All All Unlimited &categorycode=&branch=">Delete
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Default checkout and hold policy for all libraries

You can set a default maximum number of checkouts and hold policy that will be used if none is defined below for a particular item type or category.

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  Total Current Checkouts Allowed Hold Policy    
Defaults (not set) "/> ">Unset

Checkout limit by patron category for all libraries

For this library, you can specify the maximum number of loans that a patron of a given category can make, regardless of the item type.

If the total amount loanable for a given patron category is left blank, no limit applies, except possibly for a limit you define for a specific item type.

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Patron Category Total Current Checkouts Allowed  
Default Unlimited &branch=">Delete

Holds policy by item type for all libraries

For this library, you can edit rules for given itemtypes, regardless of the patron's category.

Currently, this means hold policies. The various policies have the following effects:

  • From Any Library: Patrons from any library may put this item on hold. (default if none is defined)
  • From Home Library: Only patrons from the item's home library may put this book on hold.
  • No Holds Allowed: No patron may put this book on hold.

Note that if the system preference AllowHoldPolicyOverride is enabled, these policies can be overridden by your circulation staff. Also, these policies are based on the patron's home library, not the library where the hold is being placed..

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Item Type Hold Policy  
Default From Any Library From Home Library No Holds Allowed &branch=">Delete