Set up check-out limits by material type groups

To set up material type groups and set check-out limits for specific patron codes:

1. In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.
2. Double-click Material type groups. The Material Type Groups dialog box opens.

 

3. Define a material type group:

1. Type a name for the group in the Group definition box.
2. Click Add Group. The new group appears in the Group name list at the top left portion of the dialog box.

 

4. Assign material types to the group:

1. Select the new group name in the Group Name list.
2. In the Material Type Assignment list, check the material types that should be included in the group. Because a material type can belong to only one group, the list displays the material types not already assigned to another group for this organization.

Note:
You cannot add all material types to a group.

5. Assign patron codes and patron code limits to the group:

1. Select the group in the Group Name list.
2. 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.
3. In the number control, specify the number of items allowed for the selected patron codes, and click Apply.

 

4. Repeat steps a and b to set different limits for different patron codes.

6. Click OK to save your group settings.

Related Information

• Modify a material type group - In the Material Type Groups dialog box, 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.
• Patron codes - See Defining Patron Codes.
• Material types - See Defining Material Types.
• Governing library for patron blocks - The governing library for patron blocks determines which branch’s material limit settings are used. See Defining Circ and Request Limit Blocks.