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This setting is turned on by default with an inactivity period of 3 minutes.
Select the Automatically end check in and check out session after period of inactivity checkbox to turn the setting on.
Enter the number of minutes of inactivity after which the session should end.
Click Save.
Enable audio alerts
Audio alerts can be turned on to signal to library staff when a checkout is successful or fails. This setting is turned off by default.
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Hold. This slip is available through the Check in app, when you check in an item with a request.
Pick slip. This slip is available in the Requests app, when you generate the pick slip report.
Request delivery. This slip is available in the Check in app, when you check in an item with a delivery request.
Transit. This slip is available in the Check in app, when you check in an item that is in transit to another location.
Configuring a staff slip
In the Staff slips pane, select the staff slip you want to configure.
In the staff slip details pane, click Edit.
Optional: In the staff slip window, enter a Description in the box.
Use the Display box to edit the slip. Click { } to add tokens to the slip. Tokens fill in item or user information based on the selected variables related to the slip event.
Optional: Click Preview to view a preview of the slip.
Click Save & close. The slip is saved and updated.
Previewing a staff slip
In the Staff slips pane, select the staff slip you want to preview.
In the staff slip details pane, click Preview. A Preview of staff slip - [slip type] window appears and the preview is shown.
Optional: To print the preview, click Print.
To close the window, click Close.
Settings > Circulation > Fixed due date schedules
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Creating a fixed due date schedule
In the Fixed due date schedules pane, click New.
In the Create fixed due date schedule window, enter a Fixed due date schedule name.
Optional: Enter a Description in the box.
In the Schedule section, enter a date range for the fixed due date by selecting dates in the Date from and Date to boxes. This is the time range during which the fixed due date is applied.
Enter the Due date that applies to all materials checked out during the time range you selected above.
Optional: To create additional date ranges, click New and repeat steps 4 and 5. If you need to delete a date range, click the trash can icon.
Once you are finished creating your schedule, click Save & close. The fixed due date schedule is saved and appears in the Fixed due date schedule pane.
Edit a fixed due date schedule
In the Fixed due date schedules pane, select the fixed due date schedule you want to edit.
In the fixed due date schedule details pane, click Edit.
Edit the fixed due date schedule.
Click Save & close. The fixed due date schedule is updated.
Delete a fixed due date schedule
In the Fixed due date schedules pane, select the fixed due date schedule you want to delete.
In the Fixed due date schedule details pane, click Edit.
In the Edit window, click Delete.
In the Delete fixed due date schedule dialog, click Delete. The fixed due date schedule is deleted and a confirmation message appears.
Settings > Circulation > Loan history
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If you want to create exceptions for closed loans with associated fee/fines paid off using a certain payment method, follow these steps:
Click Add exception to add an exception for a payment method.
Select the Payment method.
Select when you want to anonymize loans paid off with the payment method.
Optional: Click Add exception to create additional exceptions. If you need to delete an exception, click the trash can icon.
Click Save. The loan history settings are saved and a confirmation message appears.
Settings > Circulation > Loan policies
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Creating a new loan policy
In the Loan policies pane, click New.
In the Create loan policy window, enter a **Policy name **in the box.
Optional: Enter a Policy description in the box.
Use the information in the following sections to help guide you in creating loan policies. Different fields are available depending on the options you select in the policy.
Click Save & close. The policy is saved and added to the Loan policies list.
Loans
Loanable. To create a non-circulating loan policy, clear the checkbox. Clearing the checkbox causes all other fields to disappear. Since loan policies are reusable, you only need to create one non-circulating policy.
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Duplicating a loan policy
In the Loan policies pane, select the loan policy you want to duplicate.
In the loan policy details pane, click Actions > Duplicate. A Create loan policy window appears with the same loan information as the policy you chose to duplicate.
Edit any of the loan information before saving the policy.
Click Save & close. The duplicate policy is saved and appears in the Loan policy pane.
Editing a loan policy
In the Loan policies pane, select the loan policy you want to edit.
In the Loan policy details pane, click Actions > Edit.
Edit the loan policy.
Click Save & close. The policy is updated.
Deleting a loan policy
In the Loan policies pane, select the loan policy you want to delete.
In the loan policy details pane, click Actions > Delete.
In the Delete Loan policy dialog, click Delete. The policy is deleted and a confirmation message appears.
Overdue fine policies
Overdue fine policies determine the amount of fines that accrue when a patron has an item checked out for longer than its loan period.
Creating an overdue fine policy
In the Overdue fine policies pane, click New.
In the New overdue fine policy window, enter an Overdue fine policy name in the box.
Optional: Enter a Description in the box.
In the Overdue fine section, enter the Overdue fine amount in the box and Select interval at which the fine accrues.
Select whether overdue fines should Count closed days/hours/minutes. If you select Yes, overdue fines continue to accrue on days the library is closed.
Enter a Maximum overdue fine amount in the box. The overdue fine will stop accruing once this amount is reached.
Select whether you want to Forgive overdue fine if item renewed. If you select Yes, overdue fines on an item will be forgiven once a patron renews the item.
Enter the Overdue recall fine amount in the box and Select interval at which the fine accrues. This fine applies when an overdue item is recalled and the patron does not return the item on time according to the recall.
Select whether to Ignore grace periods for recalls. If selected, the grace period is not applied in the case of an overdue recall.
Enter a Maximum recall overdue fine amount in the box. The recall overdue fine will stop accruing once this amount is reached.
Click Save & close. The overdue fine policy is saved and appears in the Overdue fine policies pane.
Duplicating an overdue fine policy
In the Overdue fine policies pane, select the overdue fine policy you want to duplicate.
In the overdue fine policy details pane, click Actions > Duplicate. A New overdue fine policy window appears with the same overdue fine policy information as the policy you chose to duplicate.
Edit any of the overdue fine policy information before saving the policy.
Click Save & close. The duplicate policy is saved and appears in the Overdue fine policies pane.
Editing an overdue fine policy
In the Overdue fine policies pane, select the overdue fine policy you want to edit.
In the overdue fine policy details pane, click Actions > Edit.
Edit the overdue fine policy.
Click Save & close. The overdue fine policy is updated.
Deleting
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an overdue fine policy
In the Overdue fine policies pane, select the overdue fine policy you want to delete.
In the Overdue fine policy details pane, click Actions > Delete.
In the Delete Overdue fine policy dialog, click Delete. The policy is deleted and a confirmation message appears.
Lost item fee policies
Lost item fee policies determine when overdue items automatically age to lost (their Item status changes from Overdue to Lost) and the charges billed to patrons for lost items.
Creating a lost item fee policy
In the Lost item fee policies pane, click New.
In the Lost item fee policies window, enter a Lost item fee policy name in the box.
Optional: Enter a Description in the box.
In the Lost item fee section, enter the amount of time in which Items aged to lost after overdue.
Enter the amount of time in which Patron billed after aged to lost.
Select the Charge amount for item. You can select the actual cost of the item, as indicated in the item record, or enter a set cost.
Enter a Lost item processing fee. This is an additional charge that will be added to the charge amount for the item when billed to the patron.
Select whether to Charge lost item processing fee if item declared lost by patron.
Select whether to Charge lost item processing fee if item aged to lost by system.
Enter an amount of time For lost items not charged a fee/fine, close the loan after.
Select whether If lost item returned, remove lost item processing fee.
Select whether to charge overdue fines If lost item returned or renewed.
Select whether Replacement allowed.
Select If lost item replaced, remove lost item processing fee.
Enter a Replacement processing fee amount in the box.
Enter an amount of time that No fees/fines shall be refunded if a lost item is returned more than [amount] late.
Click Save & close. The policy is saved and appears in the Lost item fee policies pane.
Duplicating a lost item fee policy
In the **Lost item fee policies **pane, select the lost item fee policy you want to duplicate.
In the lost item fee policy details pane, click Actions > Duplicate. A Lost item fee policies window appears with the same lost item fee policy information as the policy you chose to duplicate.
Edit any of the lost item fee policy information before saving the policy.
Click Save & close. The duplicate policy is saved and appears in the Lost item fee policy pane.
Editing a lost item fee policy
In the Lost item fee policies pane, select the Lost item fee policy you want to edit.
In the Lost item fee policy details pane, click Actions > Edit.
Edit the lost item fee policy.
Click Save & close. The policy is updated.
Deleting a lost item fee policy
In the Lost item fee policies pane, select the lost item fee policy you want to delete.
In the Lost item fee policy details pane, click Actions > Delete.
In the Delete Lost item fee policy dialog, click Delete. The policy is deleted and a confirmation message appears.
Patron notice policies
Patron notice policies determine which patron notice templates are sent out before, during, or after certain triggering events. Multiple notices can be set up in one policy. The patron notice policies you configure are used in Circulation rules.
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Creating a patron notice policy
In the Patron notice policies pane, click New.
In the New patron notice policy window, enter a Policy name. Note: The policy name is what you will see in Circulation rules.
To make the policy available to Circulation rules, select Active. You may want to clear the checkbox if the policy is not in use but you do not want to delete it.
Optional: Enter a Policy description.
Determine the type of notices you want to set up, and click Add notice in the particular notice section that you want to set up. See Loan notices, Request notices, and Fee/fine notices for more information.
Select a notice Template. Depending on the type of notice you are setting up, different templates will appear. Templates are created in Patron notice templates. Templates can be used more than once in a policy.
Select the Format the notice will be sent as. Currently, email is the only option.
Select the Triggering event. This event triggers the system to send a notice. Depending on the event, you might have the option to select a time period before or after.
Optional: If you selected a time-based event, the Send drop-down list appears. Select to send the request Upon/At, Before, or After the event (settings variable on the Triggering event).
Optional: If you select Before or After in the previous step, you will see the Frequency drop-down list. Select whether to send the notice One-Time or Recurring, until the event is reached.
Click Save & close. The policy is saved and appears in the Patron notice policies pane.
Loan notices triggering events
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Duplicating a patron notice policy
In the Patron notice policies pane, select the patron notice policy you want to duplicate.
In the patron notice policy details pane, click Actions > Duplicate. A New patron notice policy window appears with the same patron notice policy information as the policy you chose to duplicate.
Edit any of the patron notice policy information before saving the policy.
Click Save & close. The duplicate policy is saved and appears in the Patron notice policies pane.
Editing a patron notice policy
In the Patron notice policies pane, select the patron notice policy you want to edit.
In the patron notice policy details pane, click Actions > Edit.
Edit the patron notice policy.
Click Save & close. The policy is updated.
Deleting a patron notice policy
In the Patron notice policies pane, select the patron notice policy you want to delete.
In the patron notice policy details pane, click Actions > Delete.
In the Delete Patron notice policy dialog, click Delete. The policy is deleted and a confirmation message appears.
Patron notice templates
Patron notice templates are the templates used in your Patron notice policies. Currently, patron notices can only be sent via email.
Creating a new patron notice template
In the Patron notice templates pane, click New.
In the New patron notice window, enter a Name for the notice.
Clear the Active checkbox if you do not want the notice to be available for use in notice policies.
Enter a Description.
Select a Category for the request. Categories determine the notice policies the notice can be used in and which tokens are available to be used in the body of the email.
In the Email section, enter a Subject for the email sent to the patron.
Enter a Body for the email sent to the patron. Click { } to add tokens to the notice. Tokens fill in the item, loan, request, or user information based on the selected variables related to the notice event.
Optional: Click Preview to view a preview of the notice.
Click Save & close. The notice is saved and appears in the Patron notice templates pane.
Duplicating a patron notice template
In the Patron notice templates pane, select the patron notice template, you want to duplicate.
In the patron notice template details pane, click Actions > Duplicate. A New patron notice window appears with the same patron notice information as the notice you chose to duplicate.
Edit the notice name and any other details. You cannot have two notices with the same name.
Click Save & close. The duplicate notice is saved and appears in the Patron notice templates pane.
Editing a patron notice template
In the Patron notice templates pane, select the patron notice template you want to edit.
In the Patron notice template details pane, click Actions > Edit.
Edit the patron notice template.
Click Save & close. The template is updated.
Deleting a patron notice template
In the Patron notice templates pane, select the patron notice template you want to delete.
In the Patron notice template details pane, click Actions > Delete.
In the Delete Patron notice templates dialog, click Delete. The template is deleted and a confirmation message appears.
Settings > Circulation > Request cancellation reasons
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Creating a new request cancellation reason
Click New.
Enter a Cancel Reason, and optionally, internal and public descriptions of the reason into the boxes.
Click Save. The reason is saved and appears in the Request cancellation reasons table.
Editing a request cancellation reason
Find the request cancellation reason you want to edit and click the Edit icon.
Edit the reason.
Click Save. The changes you made to the request cancellation reason are saved.
Deleting a request cancellation reason
Find the request cancellation reason you want to delete and click the Delete icon.
In the Delete Request cancellation reason dialog, click Delete. The reason is deleted and a confirmation message appears.
Settings > Circulation > Request policies
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Creating a new request policy
Click New on the Request policies pane.
In the New request policy window, enter a Request policy name.
Optional: Enter a Request policy description.
Select the Request types allowed.
Click Save & close. The policy saves and appears in the Request policies list.
Editing a request policy
Find and select the request policy you want to edit.
Select Actions > Edit.
Edit the policy.
Click Save & close. The request is updated and saved.
Duplicating a request policy
Find and select the request you want to duplicate.
Select Actions > Duplicate.
Edit the policy name and any other details of the request. You cannot have two policies with the same name.
Click Save & close. The duplicate policy saves and appears in the Request policies list.
Deleting a request policy
Find and select the request you want to delete.
Select Actions > Delete.
In the Delete Request policy dialog, click Delete. A confirmation message appears confirming the request is deleted.