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Table of Contents

Permissions

Each setting within Circulation has its own permission associated with it. FOLIO community documentation for Settings in the Circulation app includes the permissions required to view and interact with that particular setting. You can assign permissions to users in the Users app.

Settings > Courses > Terms

Use this setting to create and manage Terms. Terms define the start and end date of a course. For example, when adding items to a course, any new item added to the course is automatically assigned the Start Date and End Date as specified in the Term. If needed, you can edit the dates by editing the reserve item.

Creating a term

  1. Click New.

  2. Enter a Name, Start Date, and End Date in the boxes.

  3. Click Save. The Term is saved and appears alphabetically in the list.

Editing a term

  1. Find the Term you want to edit and click the pencil icon.

  2. Edit the Name, Start Date, or End Date.

  3. Click Save. The Term is saved.

Deleting a term

  1. Find the Term you want to delete and click the delete icon.

  2. In the Delete Term dialog, click Delete. A confirmation message appears and the term is deleted.

Settings > Courses > Course Types

Use this setting to create and manage Course Types. Examples of Course Types include: Online, Hybrid, and In Person.

Creating a course type

  1. Click New.

  2. Enter a Name in the box.

  3. Optional: Enter a Description in the box.

  4. Click Save. The Course Type is saved.

Editing a course type

  1. Find the Course Type you want to edit and click the pencil icon.

  2. Edit the Name or Description.

  3. Click Save. The Course Type is saved.

Deleting a course type

  1. Find the Course Type you want to delete and click the delete icon.

  2. In the Delete Course Types dialog, click Delete. A confirmation message appears and the term is deleted.

Settings > Courses > Course Department

Use this setting to create and manage Course Departments. Examples of Course Departments include: Mathematics, English, and Business.

Creating a course department

  1. Click New.

  2. Enter a Name in the box.

  3. Optional: Enter a Description in the box.

  4. Click Save. The Course Department is saved.

Editing a course department

  1. Find the Course Department you want to edit and click the pencil icon.

  2. Edit the **Name **or Description.

  3. Click Save. The Course Department is saved.

Deleting a course department

  1. Find the Course Department you want to delete and click the delete icon.

  2. In the Delete Department dialog, click Delete. A confirmation message appears and the department is deleted.

Settings > Courses > Processing Statuses

Use this setting to create and manage Processing Statuses. These statuses are specific to the Courses app and can be used to reflect the status of a reserve item. Examples of Processing Statuses include: On Order, Cataloging, and Recalled.

Creating a processing status

  1. Click New.

  2. Enter a Name in the box.

  3. Optional: Enter a Description in the box.

  4. Click Save. The Processing Status is saved.

Editing a processing status

  1. Find the Processing Status you want to edit and click the pencil icon.

  2. Edit the Name or Description.

  3. Click Save. The Processing Status is saved.

Deleting a processing status

  1. Find the Processing Status you want to delete and click the delete icon.

  2. In the Delete Processing Status dialog, click Delete. A confirmation message appears and the status is deleted.

Settings > Courses > Copyright Statuses

Use this setting to create and manage Copyright Statuses. These statuses are specific to the Courses app and can be used to indicate the copyright of license of a reserve item. Examples of Copyright Statuses include: Public Domain, CC BY, and CC BY-SA.

Creating a copyright status

  1. Click New.

  2. Enter a Name in the box.

  3. Optional: Enter a Description in the box.

  4. Click Save. The Copyright Status is saved.

Editing a copyright status

  1. Find the Copyright Status you want to edit and click the pencil icon.

  2. Edit the Name or Description.

  3. Click Save. The Copyright Status is saved.

Deleting a copyright status

  1. Find the Processing Status you want to delete and click the delete icon.

  2. In the Delete Copyright Status dialog, click Delete. A confirmation message appears and the status is deleted.

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