End of Term Due Date Options Dialog Box

To open this dialog box:
In Polaris Administration, select Parameters, Patron Services, End-of-term due date options.

Use this dialog box to prevent items from circulating after a specific or recurring date, regardless of the item’s loan period. See Setting End-of-Term Due Dates.

Polaris applies end-of-term (EOT) due dates based on the settings for the branch (item, patron, or transacting) that governs due dates. For information about setting the governing branch for due dates, see Governing Library for Circulation Transactions.

Important:
Although you can set EOT dates at any organizational level, settings made at higher levels do not display at the branch level but may nevertheless override branch-level settings. To avoid this issue, set all EOT dates at the branch level, especially if different organizations need different dates.

• Set a new end-of-term date - Click New. The End-of-Term Due Date dialog box appears. Choose one of the following options:

• Set one numeric date - Click Specific date, and select the date from the calendar in the Specific date box.

Example:
Friday, December 20, 2002

• Set the date by day of the month - click The and select a value in each of the three boxes (order, day, and month).

Example:
The third Friday of December

• Set a recurring date - Select the Recurring date checkbox. Then, to stop the EOT date from functioning after a specific number of occurrences, click End after and type the number in the occurrences box. Or, to stop the EOT date from functioning after a specific year, click End after year and type the year in the box.

• Set the date to function indefinitely - Click Never end.

• Exempt certain patron codes from all EOT dates - Select the checkbox next to each specific patron code that should be exempt.

• Exempt certain patron codes from a selected EOT date only - Select the EOT date, select the Separate exclusions checkbox, then select the checkbox next to each specific patron code that should be exempt.

• Edit an end-of-term due date - Select an EOT date, and select one of the following options:

• Change the date and recurrence information - Click Edit. The End-of-Term Due Date dialog box appears. Make any changes, and click OK.

• Change the patron codes excluded from the selected EOT date - Select the Separate exclusions checkbox, and select or clear the checkboxes next to the patron codes.