Controls Menu > Circulation Controls

Administrative settings for the configuration of the Circulation module. These include the setup of patron groups and reservation restrictions.

Patron Departments: Departments are used for categorising patrons. N A is used as a default for patrons that are not able to be categorised within the specified Departments. Type a Code (maximum of 2 characters), Insert a Description, select either Update or Delete for each code and click Process to update the database or Print Screen to print the current settings. *Please note, hitting Print Screen will not save any codes that have been altered.

Patron Groups: Groups is a secondary method of categorising patrons. N A is used as a default for patrons that are not able to be categorised within the specified Groups. Type a Code (maximum of 2 characters), Insert a Description, select either Update or Delete for each code and click Process to update the database or Print Screen to print the current settings. Please note, hitting Print Screen will not save any codes that have been altered.

Patron Types: Types is a subsequent method of categorising patrons. N A is used as a default for patrons that are not able to be categorised within the specified Types. Type a Code (maximum of 2 characters), Insert a Description, select either Update or Delete for each code and click Process to update the database or Print Screen to print the current settings. Please note, hitting Print Screen will not save any codes that have been altered.

Control Parameters
Used for defining the loan and membership parameters as well as the length of retention for circulation records.

Default Loan Time: number of days for which an item may be on loan before an overdue notice is generated.

Default Loan Items: the default number of items that a patron may loan at any time. This default amount will appear on the patron’s record and can be overwritten for individual patrons by accessing their record (Circulation > Maintenance Options > Patron Details).

Default Fine: Dollar amount of default fine (the LMSi Accounts Module will be released soon to assist libraries with maintaining more detailed fine information).

Reservation Collection Time: Specifies the period of days for which the patron has for collection of items.

Reservation Retention Period: This value is used by the Bulk Deletion of Uncollected Reservations to determine which uncollected reservations should be deleted.

Reservation Retention Notices: Identifies the number of notices that will be generated to advise patrons that their reservation is available for collection (but has not yet been collected).

Activate Membership Options: Selecting Yes will issues alerts, notices or errors (due to expiry of membership) for the patron, no precludes Patrons membership from expiring, All, indicates that each patron is registered with a membership date but does not issue any alerts, notices or errors pertaining to membership status.

Membership Period: Defines the number of days for which patron memberships remain active without being renewed.

Membership Reminder Period: The number of days prior to the expiry of a patron’s membership for which a reminder to renew the membership is generated.

Days to Retain Circulation Records: Specifies the number of days for which circulation information will be retained. A value of 0 (zero) will keep circulation records indefinitely. In order to enhance database performance, it is recommended that administrators delete unwanted periods of data regularly. The number of days specified directly relates to the Delete Circulation History function (Circulation > Other Menu Options > Special Processing > Delete Circulation History).