The Circulation section of the Settings app is where you establish your loan policies, lost item policies, overdue policies, notices, and other circulation configurations.
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At least one of the options must be selected: For Five Colleges, the bolded fields are selected.
Barcode.
External system id.
FOLIO record number.
Username.
User custom fields.
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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. For Five Colleges, we use 5 minutes.
Click Save.
Enable audio alerts
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To enable audio alerts, select Yes from the drop-down list. For Five Colleges, we have Yes selected and Classico for the audio-alerts theme.
Settings > Circulation > Staff slips
Staff slips allow you to configure the information that appears on your staff slips. You have the option of printing these slips when their associated action occurs: For Five Colleges, our staff slip templates are on Google Drive.
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Fixed due date schedules are used in Loan policies when you want to have a loan period with a specific end date. For Five Colleges, fixed due date schedules are only in effect for the Semester loan type. We have rolling schedules by term as follows:
Fall - One week before the first day of fall classes through the last day of fall classes - due last day of fall classes
Spring - Day after last day of fall classes through the last day of spring classes - due last day of spring classes
Summer - Day after last day of spring classes through one week before the first day of fall classes - due first day of fall classes.
Creating a fixed due date schedule
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Loan history allows you to anonymize closed loans. When closed loans are anonymized, all related patron information is removed from the loan, but the action will still appear in the Circulation log. For Five Colleges, we do not currently anonymize loans and will not until we have determined our reporting needs and billing needs for the system.
Closed loans
Anonymize closed loans
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Loan policies determine how an item is treated if it is checked out, renewed, or requested. Loan policies include a wide variety of configuration options and are used in Circulation rules. For Five Colleges our loan policies are on Google Drive.
Implementation considerations
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Overdue fine policies determine the amount of fines that accrue when a patron has an item checked out for longer than its loan period. For Five Colleges our overdue fine policies are on Google Drive.
Creating an overdue fine policy
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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. For Five Colleges our lost item fee policies are on Google Drive.
Creating a lost item fee policy
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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. For Five Colleges our patron notice policies are on Google Drive.
Implementation considerations
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Patron notice templates are the templates used in your Patron notice policies. Currently, patron notices can only be sent via email. For Five Colleges our patron notice templates are on Google Drive.
Creating a new patron notice template
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When you cancel a request, you must select a cancellation reason. Use this setting to configure request cancellation reasons for your library. For Five Colleges our request cancellation reasons are on Google Drive.
Creating a new request cancellation reason
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Request policies determine the types of requests (pages, holds, and recalls) allowed. Request policies are used in Circulation rules. For Five Colleges our request policies are on Google Drive.
Creating a new request policy
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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.
Settings > Circulation > Title level requests
FOLIO provides functionality for both item-level and title-level requesting. Title-level requesting is off by default; if your library wants to use it, you would enable and configure related settings in this section.
Allow title level requests. If your library wants to use title-level requesting, check this box.
”Create title level request” selected by default.” If you are using title-level requesting, there will be a box on the request form in the Requests app to toggle whether a request is title-level or item-level. If you’d like title-level request to be the default choice, check this box.
Make sure to click Save at the bottom of the screen to save any changes.
Note that once you check the box to allow title level requests, if a title-level request is then created, you will not be able to turn title-level requesting off.
Notice templates
Notices that are triggered by title-level requests are not yet included in FOLIO’s circulation rules system, so if your library wants to send a notice for title-level request confirmation, cancellation, and/or expiration, you will need to choose a notice template.
FOLIO will send patrons notices for Awaiting pickup and Hold shelf expiration if they are configured in the associated circulation rule.
Confirmation notice: Choose a notice template from the drop-down if you want to send a patron notice when a title-level request is created.
Cancellation notice: Choose a notice template from the drop-down if you want to send a patron notice when a title-level request is canceled.
Expiration notice: Choose a notice template from the drop-down if you want to send a patron notice when a title-level request expires without having been fulfilled.
Make sure to click Save at the bottom of the screen to save any changes.