Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_60611_Setting"></a>Governing Library for Circulation Transactions</h1>
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<p><a name="kanchor636"></a><a name="IX_setting_processing_rules"></a><a name="kanchor637"></a><a name="IX_overview_134"></a><a name="kanchor638"></a><a name="IX_overview_133"></a>The system-level Patron Services parameter <b>Consortium Circulation</b> establishes which library’s settings govern certain aspects of check-out and renewal transactions: the patron’s branch, the transacting branch, or the item’s assigned branch. An additional setting for lost item recovery governs which library’s settings determine how charges are processed when a lost item is recovered at check in. The governing library settings are particularly useful for setting uniform processing rules in consortia whose members may have widely differing individual policies.</p>
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<p>You can set the governing library for due date calculation, loan and request limits, fine calculation, and lost item recovery.</p>
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<p> The following transactions are affected:</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Due date calculation</span> - Check-out and renewal from the staff client; renewal from PAC; check-out and renewal from Polaris ExpressCheck; renewal by telephone (Polaris Phone Attendant). A renewal uses the settings for the governing library of the check-out transaction.</li>
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<li><span class="FM_BulletHead">Loan and request limits</span> - Check-out and renewal from the staff client, including renewal from the patron account; renewal from PAC; check-out and renewal from Polaris ExpressCheck; renewal by telephone (Polaris Phone Attendant); offline upload. A renewal uses the settings for the governing library of the check-out transaction.</li>
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<li><span class="FM_BulletHead">Fine calculations</span> - Check-out and renewal from the staff client, including renewal from the patron account; renewal from PAC; check-out and renewal from Polaris ExpressCheck; renewal by telephone (Polaris Phone Attendant); offline upload; check in from the item record; lost item charge options. A renewal uses the settings for the governing library of the check-out transaction.</li>
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<li><span class="FM_BulletHead">Lost item recovery</span> - Check-in transactions from the Check In workform (Normal and Bulk modes), the Item Record workform, the Find Tool results list, and the Patron Status workform. For offline check in, the settings are checked and the appropriate charges are calculated when the offline transactions are uploaded.</li>
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</ul>
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<p>Governing library settings do not affect reserve item records, which always circulate according to the reserve item’s assigned branch, or offline check-out and renewal.</p>
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<p>See: <a href="Set_the_governing_library_for_circ_transactions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set the governing library for circ transactions</span></a>.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_29189_Set_the_governing"></a>Set the governing library for circ transactions</h1>
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<p class="NoteShade"><b>Note:</b>
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<br />The parameters for the governing library are at the System level only.</p>
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<p><a name="kanchor1296"></a><a name="IX_governing_library_for"></a><a name="kanchor1297"></a><a name="IX_governing_library_setting_3"></a><a name="kanchor1298"></a><a name="IX_governing_library_setting_2"></a><a name="kanchor1299"></a><a name="IX_governing_library_setting_1"></a><a name="kanchor1300"></a><a name="IX_governing_library_setting"></a>To set the governing library for circulation transactions:</p>
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<p class="NoteShade"><b>Important:<br /></b>Your settings for this parameter apply to all organizations.</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the system, and click the <b>Patron Services</b> tab to display the Patron Services parameters in the details view.</li>
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<li value="2">Double-click <b>Consortium Circulation</b>.</li>
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</ol>
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<p class="indent2">The Consortium circulation dialog box appears.</p>
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<p class="indent2">
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<img alt="ConsortCirc.gif" style="margin-bottom: 0.000pt;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 500;height: 156;" id="image0" src="ConsortCirc_500x156.png" /> </p>
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<ol data-mc-continue="true">
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<li value="3">In the <span class="FM_BulletHead">Due date calculation</span> box, select one of the following options to specify the governing library for due date calculation:</li>
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</ol>
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<ul type="disc">
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<li><b>Use item assigned branch </b>(default)</li>
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<li><b>Use patron branch</b>
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</li>
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<li><b>Use transacting branch</b>
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</li>
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</ul>
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<p class="indent2">The due date calculation selection specifies which branch’s settings in the Loan Periods policy table and the Patron Services parameter <b>End-of-term due date options</b> are used when the due date is calculated at circulation. <span class="FM_Emphasis">Exceptions</span>:</p>
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<ul type="disc">
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<li>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.</li>
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<li>The system always uses the <b>Hours of operation</b> (closed days) parameter settings and Dates Closed policy table of the <span class="FM_Emphasis">transacting branch</span> when calculating the due date.</li>
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<li>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 <b>Hours of operation</b> and <b>Overnight loan period</b> parameter settings of the <span class="FM_Emphasis">transacting branch</span>.</li>
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<li>The Patron Services parameters <b>Overdues: Clear fine if recovered at check-out</b> and <b>Overdues: Clear fine if recovered at renewal</b> are set at the system level, so the same settings for these parameters apply to all organizations in the system.</li>
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</ul>
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<ol start="4">
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<li value="4">In the<span class="FM_BulletHead"> Patron blocks</span> box, select one of the following options to specify the governing library for patron blocks (loan and request limits):</li>
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</ol>
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<ul type="disc">
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<li><b>Use patron branch</b> (default)</li>
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<li><b>Use transacting branch</b>
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</li>
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</ul>
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<p class="indent2">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.</p>
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<p class="indent2"><span class="FM_Emphasis">Exceptions</span>:</p>
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<ul type="disc">
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<li>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.</li>
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<li>This setting does not affect the block on an item designated as non-circulating.</li>
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</ul>
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<ol data-mc-continue="true">
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<li value="5">In the <span class="FM_BulletHead">Fine calculation</span> box, select one of the following options to specify the governing library for fine calculation:</li>
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</ol>
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<ul type="disc">
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<li style="font-weight: bold;">Use item assigned branch (default)</li>
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<li style="font-weight: bold;">Use patron branch</li>
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<li style="font-weight: bold;">Use transacting branch (usually the check-in branch)</li>
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<li style="font-weight: bold;">Use lending branch</li>
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</ul>
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<p class="indent2">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 <b>Days not fineable</b>; the Patron services parameter <b>Lost item charge options</b>.</p>
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<p class="indent2">Exception: This setting does not affect the Patron Services parameter <b>Free days</b>. The system always uses the <b>Free days</b> setting of the transacting branch.</p>
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<ol data-mc-continue="true">
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<li value="6">In the<b> Lost item recovery</b> box, select one of the following options to specify the governing library for lost item recovery:</li>
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</ol>
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<ul type="disc">
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<li>Use transacting branch (default - usually the check-in branch)</li>
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<li>Use lending branch</li>
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</ul>
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<p class="indent2">The lost item recovery selection specifies which branch’s settings in the Patron Services parameter <b>Lost item recovery </b>are used when a lost item is recovered at check-in.</p>
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<ol data-mc-continue="true">
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<li value="7">Click <b>OK</b> on the dialog box.</li>
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<li value="8">Select <b>File > Save</b>.</li>
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</ol>
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<h4><a name="XREF_42453_Related_Topics"></a>Related Information</h4>
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<ul type="disc">
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<li><span class="FM_BulletHead">Loan and request limit blocks</span> - See <a href="../PDPblocks/Defining_Loan_and_Request_Limit_Blocks.htm#XREF_15218_Defining_Loan">Defining Loan and Request Limit Blocks</a>.</li>
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<li><span class="FM_BulletHead">Overdue fines </span>- See <a href="../PDPfines/Overdue_Fines_on_Lost_Items.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>.</li>
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<li><span class="FM_BulletHead">Lost item charge processing and recovery</span> - See <a href="../PDPfines/Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a> and <a href="../PDPfines/Overdue_Fines_on_Lost_Items.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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