Material Type Groups Dialog Box

To open this dialog box:
In Polaris Administration, select Parameters, Patron Services, Material Type Groups.

Use this dialog box to set check-out limits by patron code for groups of material types. The group limit may be different from the individual limit on each material type. If the individual material type limits and group limit conflict, the patron is blocked according to the group limit. The system uses the setting for the governing library for patron blocks, which may be the transacting branch or the patron’s registered branch (set in the system-level Patron Services parameter Consortium circulation). For details, see Defining Material Type Group Limits.

• Define a material type group - Type a name for the group in the Group definition box and click Add Group. The new group appears in the Group name list at the top left portion of the dialog box.

• Assign material types to the group - Select the group name in the Group Name list, then in the Material Type Assignment list, check the material types that should be included in the group.

• Assign patron codes and patron code limits to the group - In the Patron Code list, check the patron codes that should have a limit for this group. If several patron codes should have the same limit, select the appropriate codes. If all patron codes should have the same limit, click Select All. In the number control, specify the number of items allowed for the selected patron codes, and click Apply. Repeat this process to set different limits for different patron codes.

• Modify a material type group - Select the group in the Group Names list. You can then change the item material type and patron code selections, and set new limits. To modify the group name, select the group in the Group Names list. The name appears in the Name box. Edit the name and click Modify Name.

• Delete a material type group - Select the group in the Group Names list. The name appears in the Name box. Click Delete. When you delete a material type group, the limits set for individual material types are applied at check-out.