Set the governing library for circ transactions

Note:
The parameters for the governing library are at the System level only.

To set the governing library for circulation transactions:

Important:
Your settings for this parameter apply to all organizations.

1. In the Administration Explorer tree view, open the Parameters folder for the system, and click the Patron Services tab to display the Patron Services parameters in the details view.
2. Double-click Consortium Circulation.

The Consortium circulation dialog box appears.

 

3. In the Due date calculation box, select one of the following options to specify the governing library for due date calculation:

• Use item assigned branch (default)
• Use patron branch
• Use transacting branch

The due date calculation selection specifies which branch’s settings in the Loan Periods policy table and the Patron Services parameter End-of-term due date options are used when the due date is calculated at circulation. Exceptions:

• At circulation, an end-of-term due date setting overrides a special loan period if the governing library is the item’s assigned branch or the patron’s branch. But if the governing library is the transacting branch, the special loan period overrides the end-of-term due date setting.
• The system always uses the Hours of operation (closed days) parameter settings and Dates Closed policy table of the transacting branch when calculating the due date.
• The system checks the governing library’s Loan Periods policy table to determine if an item is an hourly loan. If so, the system then uses the Hours of operation and Overnight loan period parameter settings of the transacting branch.
• The Patron Services parameters Overdues: Clear fine if recovered at check-out and Overdues: Clear fine if recovered at renewal are set at the system level, so the same settings for these parameters apply to all organizations in the system.

4. In the Patron blocks box, select one of the following options to specify the governing library for patron blocks (loan and request limits):

• Use patron branch (default)
• Use transacting branch

This selection specifies which branch’s settings in the Patron/Material Type Loan Limit Blocks policy table are used at check-out and renewal. This table also limits the total numbers of hold and ILL requests, and the number of hold requests allowed for specific material types. For these request limits, the “transacting branch” is the pick-up branch for the request.

Exceptions:

• This setting affects only the Patron/Material Type Loan Limit Blocks policy table. It does not affect any other types of blocks, such as free-text blocks, library-assigned blocks, collection agency blocks, verify borrower blocks, patron record expiration blocks, or address check blocks.
• This setting does not affect the block on an item designated as non-circulating.

5. In the Fine calculation box, select one of the following options to specify the governing library for fine calculation:

• Use item assigned branch (default)
• Use patron branch
• Use transacting branch (usually the check-in branch)
• Use lending branch

The fine calculation selection specifies which branch’s settings in the following Polaris Administration controls are used when a fine is calculated at circulation: Fines policy table, including grace units; Dates Closed policy table; the Patron Services parameter Days not fineable; the Patron services parameter Lost item charge options.

Exception: This setting does not affect the Patron Services parameter Free days. The system always uses the Free days setting of the transacting branch.

6. In the Lost item recovery box, select one of the following options to specify the governing library for lost item recovery:

• Use transacting branch (default - usually the check-in branch)
• Use lending branch

The lost item recovery selection specifies which branch’s settings in the Patron Services parameter Lost item recovery are used when a lost item is recovered at check-in.

7. Click OK on the dialog box.
8. Select File > Save.

Related Information

• Loan and request limit blocks - See Defining Loan and Request Limit Blocks.
• Overdue fines - See Setting Fine Amounts.
• Lost item charge processing and recovery - See Overdue Fines on Lost Items and Setting Lost Item Recovery Defaults.