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Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/PDPloans/Add_a_loan_period.htm
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<h1><a name="XREF_49466_Add_a_loan_period"></a>Add a loan period</h1>
<p><a name="kanchor1569"></a><a name="IX_adding_entries_9"></a>To add a loan period in the Loan Periods policy table: </p>
<p class="NoteShade"><b>Note:<br /></b>You must set up the Loan Period Codes policy table (see <a href="Defining_Loan_Period_Codes.htm#XREF_66302_Naming_Loan_Periods">Defining Loan Period Codes</a>) and Patron Code policy table (see <a href="../PDPpatacct/Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>) before you do this procedure. Default loan period values are set with the Patron Services parameter <b>Fine and Loan period defaults</b>, and the default value is used when you add a new loan period code until you change it.</p>
<ol>
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b>&#160;folder for the organization, and select <b>Loan Periods</b>. The Loan Periods table is displayed in the details view.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>To better manage memory, a program-defined row limit determines whether this table can be opened at a specific organizational level. For example, if the table is opened at the system level and would require more than the limit (comprising entries from all branches) to be loaded, you will see a message advising you to open the table at a lower organizational level.</p>
<p class="indent2">
<img alt="LoanPeriodsTabl.gif" style="margin-bottom: 0.000pt;width: 391;height: 262;" id="image4" src="LoanPeriodsTabl_391x262.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="2">Click <img alt="" style="margin-bottom: 0.000pt;width: 28;height: 27;" id="" src="btnInsert_28x27.gif" /> to display the Insert Loan Periods dialog box.</li>
</ol>
<p class="indent2">
<img alt="dLonPerodDx.gif" style="margin-bottom: 0.000pt;width: 298;height: 131;" id="image6" src="dLonPerodDx_298x131.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="3">Select the branch for which you are assigning the loan period in the <b>Organization</b> list.</li>
</ol>
<p class="NoteShade"><b>Note: <br /></b>If the Loan Periods policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
<ol data-mc-continue="true">
<li value="4">Select the patron code for the loan period in the <b>Patron Code</b> box.</li>
<li value="5">Select an entry in the <b>Loan Period Code</b>&#160;box to associate with the patron code shown in the <b>Patron Code</b> box.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>The options available in the <b>Load Period Code</b>&#160;box depend on the organization you selected. See <a href="Defining_Loan_Period_Codes.htm#XREF_66302_Naming_Loan_Periods">Defining Loan Period Codes</a>.</p>
<ol data-mc-continue="true">
<li value="6">Select one of the following loan duration units in the <b>Time Unit</b> box:</li>
</ol>
<ul type="disc">
<li value="1"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Days</b>
</li>
<li value="2"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Hours</b>
</li>
<li value="3"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Minutes</b>
</li>
</ul>
<ol start="7">
<li value="7">Type the number of time units allowed for this loan period in the <b>Units</b>&#160;box.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>To set up a non-circulating loan period code, type <b>0</b>&#160;in the <b>Units</b> box.</p>
<ol data-mc-continue="true">
<li value="8">Click <b>OK</b> in the dialog box. The Loan Periods policy table appears with the new loan period entry. The status bar indicates that the modification is pending.</li>
<li value="9">Select <b>File | Save</b> to save your changes. The status bar indicates that the record is saved.</li>
</ol>
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;"><a name="XREF_34178_Related_Topics"></a>Related Information</h4>
<ul type="disc">
<li value="1"><a name="kanchor1570"></a><a name="IX_modifying_entries_13"></a><span class="FM_BulletHead">Modify a table entry</span>&#160;- Select the entry and click <span style="font-size: 9.0pt;"><img alt="ModIcon00490.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image7" src="ModIcon00490_28x27.gif" />. </span>You can change the loan period code and duration in an entry; the assigned library and patron code cannot be changed in an existing loan period.</li>
<li value="2"><span class="FM_BulletHead">Set recurring or specific due dates by patron code only</span>&#160;- See <a href="Setting_End-of-Term_Due_Dates.htm#XREF_30624_Setting_End_of">Setting End-of-Term Due Dates</a>.</li>
<li value="3"><span class="FM_BulletHead">Undefined loan period</span> - You can set a default value to use at check-out when a specific patron code/loan period code combination does not exist in the Loan Periods table. See <a href="Calculating_Due_Dates.htm#XREF_19343_Standard_Loan">Undefined and Standard Loan Periods</a>.</li>
<li value="4"><span class="FM_BulletHead">Lending library schedule</span>&#160;- Due date calculation takes into account the closed dates, closed days, and hours of operation for the lending library. See <a href="Calculating_Due_Dates.htm#XREF_28557_Closed_Dates_and">Closed Dates and Days</a>.</li>
<li value="5"><span class="FM_BulletHead">Hourly loans</span>&#160;- The Patron Services parameter <b>Overnight loan period</b>&#160;affects the date and time due for hourly loan items. See <a href="Calculating_Due_Dates.htm#XREF_85177_Hourly_Loans">Hourly Loans</a>.</li>
</ul>
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Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/PDPloans/Add_a_loan_period_code.htm
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<h1><a name="XREF_97900_Add_a_loan_period"></a>Add a loan period code</h1>
<p><a name="kanchor1166"></a><a name="IX_adding_entries_8"></a>To add a loan period code to the Loan Period Codes policy table:</p>
<ol>
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b>&#160;folder for the organization, and select <b>Loan Period Codes</b>. The Loan Period Codes table is displayed in the details view.</li>
</ol>
<p class="indent2">
<img alt="LoanPeriodCodes.gif" style="margin-bottom: 0.000pt;width: 331;height: 230;" id="image0" src="LoanPeriodCodes_331x230.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="2">Click <img alt="btnInsert.gif" style="width: 28;height: 18;" src="btnInsert_28x18.gif" class="imginline" /> to display the Insert Loan Period Codes dialog box.</li>
</ol>
<p class="indent2">
<img alt="dLonPerodCodDx.gif" style="margin-bottom: 0.000pt;width: 307;height: 66;" id="image2" src="dLonPerodCodDx_307x66.gif" />&#160;</p>
<ol data-mc-continue="true">
<li value="3">Type the name describing the loan period in the <b>Description</b> box.</li>
</ol>
<p class="NoteShade"><b>Note:<br /></b>Loan period codes can be numbers, abbreviations, or full descriptions.</p>
<ol data-mc-continue="true">
<li value="4">Click <b>OK</b> on the dialog box. The Loan Period Codes policy table appears with the new loan period name. The status bar indicates that the modification is pending.</li>
<li value="5">Select <b>File | Save</b> to save your changes. The status bar indicates that the record is saved. The new loan period code appears in the policy table for every organization in the system.</li>
</ol>
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;"><a name="XREF_57743_Related_Topics"></a>Related Information</h4>
<ul type="disc">
<li value="1"><a name="kanchor1167"></a><a name="IX_modifying_entries_12"></a><span class="FM_BulletHead">Modify a table entry</span>&#160;- Select an entry, click <img alt="ModIcon.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image3" src="ModIcon_28x27.gif" />, and change the description. You should limit your changes to correcting spelling or using a different choice of words for the same loan period code.</li>
</ul>
<p class="NoteShade"><b>Important:<br /></b>Any changes to an existing loan period code are immediately applied to all records using the original code.</p>
<ul type="disc">
<li value="1"><span class="FM_BulletHead">Set up loan period durations</span>&#160;- See <a href="Defining_Loan_Period_Durations.htm#XREF_40553_Defining_Loan">Defining Loan Period Durations</a>. Default loan period durations are set with the Patron Services parameter <b>Fine and Loan period defaults</b>. </li>
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Staff Client Online Help/v6.7 - Staff Client Help/PolarisStaffHelp/PDPloans/Calculating_Due_Dates.htm
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<h1><a name="XREF_16834_Calculating_Due"></a>Calculating Due Dates</h1>
<p><a name="kanchor5657"></a><a name="IX_overview_135"></a>When a patron checks out an item, the due date is calculated based on the patron code and item loan period relationship established by the governing library for the transaction (by default the item’s assigned branch), plus the closed dates and hours of operation of the lending library. The patron code is stored in the patron record, while the loan period code is stored in the item record. The Loan Periods policy table associates the patron code and loan period code to determine the loan period for an item assigned to a particular branch. </p>
<p>All daily and weekly loans are due at 11:59 P.M. on the due date. For information on items with a loan period set in hours or minutes, see <a href="#XREF_85177_Hourly_Loans">Hourly Loans</a>.</p>
<p class="NoteShade"><b>Note:<br /></b>For daily and weekly loans, overdue fine calculation does not begin until the end of the day. For hourly loans, fines are calculated according to the exact time due. See <a href="../Patron_Services_Admin/PDPfines/Calculating_Overdue_Fines.htm#XREF_42383_Calculating">Calculating Overdue Fines</a>.</p>
<h2><a name="TOC_Undefined_and_Standard"></a><a name="XREF_19343_Standard_Loan"></a>Undefined and Standard Loan Periods</h2>
<p><a name="kanchor5658"></a><a name="IX_undefined_loan_period_1"></a><a name="kanchor5659"></a><a name="IX_use_in_calculating_due_1"></a><a name="kanchor5660"></a><a name="IX_undefined_loan_period"></a><a name="kanchor5661"></a><a name="IX_standard_loan_period_1"></a><a name="kanchor5662"></a><a name="IX_use_in_calculating_due"></a><a name="kanchor5663"></a><a name="IX_standard_loan_period"></a>If a relationship between the patron code and loan period code cannot be found in the Loan Periods policy table, Polaris uses the setting in the Patron Services parameter <b>Undefined loan period</b>, which is set at the system level. The default value is 14 days. This value is also used to automatically add an entry to the table if a new branch or patron code is added.</p>
<p class="NoteShade"><b>Note: <br /></b>If a loan period cannot be found in any table or parameter, a message at check-out indicates that the loan period cannot be calculated. In this case, circulation staff can allow the system to use the undefined loan period setting, or they can set the item’s loan period manually, by opening the Special Loan dialog box from the Check Out workform.</p>
<p><a name="kanchor5664"></a><a name="IX_offline_calculation"></a><a name="kanchor5665"></a><a name="IX_due_date_calculation"></a>For offline circulation, the system always uses the workstation branch’s setting for the Patron Services parameter <b>Standard loan period</b>&#160;to calculate the due date. This is because there is no access to the database during offline circulation. However, the Loaning Branch recorded in the transaction and in the item record is the logged-on user’s branch. This allows libraries to gather statistics for different bookmobile stops based on user log-on, while maintaining a consistent loan period for the bookmobile (the workstation branch).</p>
<h2><a name="TOC_Closed_Dates_and_Days"></a><a name="XREF_28557_Closed_Dates_and"></a>Closed Dates and Days</h2>
<p><a name="kanchor5666"></a><a name="IX_use_in_due_date_2"></a><a name="kanchor5667"></a><a name="IX_use_in_due_date_1"></a><a name="kanchor5668"></a><a name="IX_use_in_due_date"></a><a name="kanchor5669"></a><a name="IX_closed_dates_and_days_in"></a>The lending library’s closed dates and closed days are used in the due date calculation. If the due date is defined as closed in the Dates Closed policy table (for example, January 1), the due date moves to the next open date. <a href="../Administration/PDorgnizatn/Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates" data-mc-conditions="Primary.Hidden,Primary.Online">Identifying Dates Closed</a> If the Patron Services parameter <b>Hours of Operation</b>&#160;designates the day of the week as a closed day for the branch (for example, Sunday), the due date moves to the next open day.</p>
<h2><a name="TOC_Hourly_Loans"></a><a name="XREF_85177_Hourly_Loans"></a>Hourly Loans</h2>
<p><a name="kanchor5670"></a><a name="IX_hourly"></a><a name="kanchor5671"></a><a name="IX_use_in_calculating_due_2"></a><a name="kanchor5672"></a><a name="IX_use_in_calculating"></a><a name="kanchor5673"></a><a name="IX_setting_up_6"></a><a name="kanchor5674"></a><a name="IX_overnight_loans"></a><a name="kanchor5675"></a><a name="IX_hourly_loans"></a>For hourly loan due dates and times, Polaris checks these additional Patron Services parameters for the lending library: <b>Hours of operation</b>&#160;(for hours and closed days) and <b>Overnight loan period</b>. If the item is due <span class="FM_Emphasis">after</span>&#160;the lending library closes, one of the following events occurs:</p>
<ul type="disc">
<li value="1">If the <b>Overnight loan period</b>&#160;parameter is set to permit automatic overnight loans, the due date is set to the next day the library is open. The due time is set to the library’s opening time, plus any additional time specified by the library.</li>
<li value="2">If the <b>Overnight loan period</b>&#160;parameter is set to <span class="FM_Emphasis">not</span>&#160;permit automatic overnight loans, one of the following events occurs:</li>
<li value="3">If the loan period is less than 24 hours, the transaction is blocked. If you override the block, the due date is set to the next day the library is open, and the due time is set to the library’s opening time, plus any additional time specified by the library.&#160;If you do not override the block, the item is due at the lending library’s closing time on the current day.</li>
</ul>
<p class="NoteShade"><b>Example:<br /></b>An item is checked out on Thursday at 4:00 P.M. for a six-hour loan period. The lending library closes at 8:00 P.M. and opens on Friday at 10:00 A.M. If automatic overnight loans are permitted plus two additional hours, the item is due on Friday at 12:00 noon. If automatic overnight loans are not permitted, the transaction is blocked. If you override the block, the item is due on Friday at 12:00 noon. If you do not override the block, the item is due when the library closes on Thursday at 8:00 P.M.</p>
<ul type="disc">
<li value="1">If the loan period is 24 hours or more, the transaction is not blocked because the overnight loan setting is irrelevant.</li>
</ul>
<p>You can set the <b>Overnight loan period</b>&#160;parameter at the system, library, or branch level.</p>
<h2><a name="TOC_Setting_Up_Non"></a><a name="XREF_20663_Non_Circulating"></a>Setting Up Non-Circulating Items</h2>
<p><a name="kanchor5676"></a><a name="IX_designating"></a><a name="kanchor5677"></a><a name="IX_non_circulating_items"></a>You can designate certain items as non-circulating in two ways:</p>
<ul type="disc">
<li value="1">To make a specific item non-circulating for all patrons, select the <b>Non-circulating</b>&#160;check box on the Item Record workform - Circulation view. An advantage of this method is that patrons can see that an item is non-circulating in their PAC search results. You can set a special PAC description for these items. See <a href="../Patron_Services_Admin/PDPitems/View_circulation_status_names_and_edit_descriptions.htm#XREF_38904_View_circulation">View circulation status names and edit descriptions</a>.</li>
<li value="2">To make some items non-circulating for certain patron codes only, create a non-circulating loan period code. See <a href="Add_a_loan_period_code.htm#XREF_97900_Add_a_loan_period">Add a loan period code</a>. Then assign the loan period code to the appropriate patron codes, and specify a <b>Units</b>&#160;value of 0 for each restricted patron code. See <a href="Add_a_loan_period.htm#XREF_49466_Add_a_loan_period">Add a loan period</a>.</li>
</ul>
<p>When a patron attempts to check out a non-circulating item, a block appears. If the circulation staff member overrides the block, and the item itself is non-circulating, Polaris assigns a loan period according to the loan period code in the item record. If the circulation staff member overrides the block, and the item is non-circulating for specified patron codes, Polaris assigns a loan period of one time unit as defined in the Loan Periods table.</p>
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<h1><a name="XREF_66302_Naming_Loan_Periods"></a>Defining Loan Period Codes</h1>
<p><a name="kanchor119"></a><a name="IX_overview_136"></a><a name="kanchor120"></a><a name="IX_naming"></a>The Loan Period Codes policy table sets the loan period codes for an organization. These codes are the names assigned to the various loan periods established by each organization. They are used in combination with patron codes to calculate due dates and fine amounts. The loan period codes are displayed as selections in the Loan Periods policy table, Fines policy table, and <b>Loan period code</b> box on the Item Record workform.</p>
<p>The Loan Period Codes policy table can be displayed on an organization workform or with the Administration Explorer. Loan period codes can be added from the system, library, and branch levels, but they are then available to all organizations. You cannot delete loan period code entries in Polaris Administration, but the system administrator can change the Loan Period Codes table using the Query Analyzer in SQL Server.</p>
<p class="NoteShade"><b>Note:<br /></b>These System Administration permissions are required to modify this table: <b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify loan period codes table: Allow</b>.</p>
<p>See: <a href="Add_a_loan_period_code.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add a loan period code</span></a>.</p>
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<h1><a name="XREF_40553_Defining_Loan"></a>Defining Loan Period Durations</h1>
<p><a name="kanchor4014"></a><a name="IX_overview_137"></a>A loan period specifies how long an item can be checked out, based on the loan period code assigned to the item and the patron code of the person checking out the item. You can specify a different time period for each combination of loan period code and patron code. You can have only one loan period for a specific loan period code/patron code combination in each branch.</p>
<p><a name="kanchor4015"></a><a name="IX_overview_138"></a>Loan periods are defined by entries in the Loan Periods policy table, which can be displayed on an organization workform or with the Administration Explorer. Loan periods can be set from the system, library, and branch levels. However, entries are assigned to specific branches, and you specify loan periods for each branch. Your setting for governing library determines which branch’s settings are used in calculating the loan period. The default is the item’s assigned branch. </p>
<p>When the table is opened at the system level, you can view, add, or change entries for any branch. At the library level, you can view, add, or change entries for the branches associated with the library. At the branch level, you can view, add, or change entries for the selected branch. You cannot delete loan period entries in Polaris Administration. The system administrator can change the Loan Periods table using the Query Analyzer in SQL Server.</p>
<p class="NoteShade"><b>Note:<br /></b>The following System Administration permissions are required to modify this table: <b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify loan periods table: Allow</b>.</p>
<p>See: <a href="Add_a_loan_period.htm">Add a loan period</a></p>
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<h1><a name="XREF_60611_Setting"></a>Defining Loan Periods</h1>
<p>Due date calculation is based on settings in both the patron record and item record, as well as the policies and schedule of the lending library. Polaris Administration tables define patron codes and item loan period codes, and determine the relationships between them. At check-out, the system links the item and patron records and determines which settings to use when calculating the due date.</p>
<p>Patron codes and item loan period codes are shared by all libraries to facilitate lending and receiving items anywhere in the system. However, each branch in the system can establish different policies concerning loan durations for specific patron and item code combinations.</p>
<p class="NoteShade"><b>Important:<br /></b>You set which branch’s policies are used in due date calculation with the system-level Patron Services parameter <b>Consortium Circulation</b>. See: <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm" class="Heading MCXref xref xrefHeading"><span style="color: Blue;" class="mcFormatColor">Configuring the PowerPAC Title Display</span></a>.</MadCap:conditionalText></p>
<p>The settings used to calculate due dates are established when Polaris is first installed, but you can change them when a library or branch is added to the system, or when lending policies change. After you set up the criteria that affect due dates, you can set up fines for overdue items. See <a href="../Patron_Services_Admin/PDPfines/Defining_Fines_and_Fees.htm">Defining Fines and Fees</a>.</p>
<p>See also:</p>
<ul type="disc">
<li value="1"><a href="Calculating_Due_Dates.htm#XREF_16834_Calculating_Due">Calculating Due Dates</a>
</li>
<li value="2"><a href="Defining_Loan_Period_Codes.htm#XREF_66302_Naming_Loan_Periods">Defining Loan Period Codes</a>
</li>
<li value="3"><a href="Defining_Loan_Period_Durations.htm#XREF_40553_Defining_Loan">Defining Loan Period Durations</a>
</li>
<li value="4"><a href="Setting_End-of-Term_Due_Dates.htm#XREF_30624_Setting_End_of">Setting End-of-Term Due Dates</a>
</li>
</ul>
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<h1><a name="XREF_91615_Set_an_end_of_term"></a>Set an End-of-Term Due Date </h1>
<p><a name="kanchor1671"></a><a name="IX_setting_9"></a>To set an end-of-term due date:</p>
<ol>
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b>&#160;folder for the organization, and click the <b>Patron Services </b>tab in the details view.</li>
</ol>
<p class="NoteShade"><b>Important:<br /></b>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.</p>
<ol data-mc-continue="true">
<li value="2">Double-click the parameter <b>End-of-term due date options</b>&#160;to display the End-of-Term Due Date Options dialog box.</li>
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<li value="3">Click <b>New</b>. The End-of-Term Due Date dialog box appears.</li>
</ol>
<ol data-mc-continue="true">
<li value="4">Choose one of the following options to set the EOT date:<ul type="disc"><li value="1">To set one numeric date, click <b>Specific date</b>, and select the date from the calendar in the <b>Specific date</b> box.</li></ul></li>
</ol>
<blockquote>
<p class="NoteShade" style="text-indent: 0.5in;"><b>Example:<br /></b>Friday, December 16, 2011</p>
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<blockquote>
<ul type="disc">
<li value="1">To set the date by day of the month, click <b>The</b>&#160;and select a value in each of the three boxes (order, day, and month).</li>
</ul>
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<blockquote>
<p class="NoteShade"><b>Example:<br /></b>The third Friday of December</p>
</blockquote>
<ol start="5">
<li value="5">If you want the date to be a recurring date, select the <b>Recurring date</b>&#160;check box, and choose one of the following options:<ul type="disc"><li value="1">To stop the EOT date from functioning after a specific number of occurrences, click <b>End after</b>&#160;and type the number in the occurrences box.</li><li value="2">To stop the EOT date from functioning after a specific year, click <b>End after year</b> and type the year in the box.</li><li value="3">To keep the EOT date functioning indefinitely, click <b>Never end</b>.</li></ul></li>
</ol>
<ol start="6">
<li value="6">Click <b>OK</b>. The End-of-Term Due Date Options dialog box appears. The EOT date is listed in the left panel of the dialog box.</li>
<li value="7">To prevent the EOT date from applying to specific patron codes, select the EOT date and do one of the following:<ul type="disc"><li value="1">To exclude certain patron codes from <span class="FM_Emphasis">all</span>&#160;EOT dates, in the <b>Patron codes to exclude</b>&#160;list, select the check box next to each patron code for which EOT dates should <span class="FM_Emphasis">not</span> apply.</li><li value="2">To exclude certain patron codes from <span class="FM_Emphasis">the selected EOT date only</span>, select the <b>Separate exclusions</b>&#160;check box, then select the check box next to each patron code to exclude.</li></ul></li>
</ol>
<ol start="8">
<li value="8">Repeat steps 3-7 for each EOT date you want to create.</li>
<li value="9">Click <b>Save</b>.</li>
</ol>
<p class="indent2">The Administration Explorer appears.</p>
<ol data-mc-continue="true">
<li value="10">Select <b>File | Save</b> to save your changes.</li>
</ol>
<p class="FM_Heading4n">Related Information</p>
<ul type="disc">
<li value="1"><a name="kanchor1672"></a><a name="IX_editing_10"></a><span class="FM_BulletHead">Edit an end-of-term due date</span>&#160;- On the End-of-Term Due Date Options dialog box, select an EOT date in the list, and select one of the following options:</li>
<li value="2">To change the date and recurrence information, click <b>Edit</b>. The End-of-Term Due Date dialog box appears. Make any changes, and click <b>OK</b>. </li>
<li value="3">To change the patron codes excluded from the selected EOT date, select the <b>Separate exclusions</b>&#160;check box, and select or clear the check boxes next to the patron codes.</li>
<li value="4">To change the patron codes excluded from <span class="FM_Emphasis">all</span>&#160;EOT dates, clear the <b>Separate exclusions</b>&#160;check box, and select or clear the check boxes next to the patron codes.</li>
<li value="5"><a name="kanchor1673"></a><a name="IX_deleting_26"></a><span class="FM_BulletHead">Delete an end-of-term due date</span>&#160;- On the End-of-Term Due Date Options dialog box, select the EOT date in the list, and click <b>Delete</b>. The EOT date is cleared from the list.</li>
<li value="6"><a name="kanchor1674"></a><a name="IX_setting_message_for"></a><a name="kanchor1675"></a><a name="IX_shortened_due_date"></a><span class="FM_BulletHead">Display a message at circulation</span>&#160;- When a normal due date is shortened due to an End-of-Term date setting, you can set Polaris to display a message. Set the Patron Services parameter <b>Due date truncated: Prompt</b>&#160;to <b>Yes</b> at the system, library, or branch level.</li>
</ul>
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<h1><a name="XREF_30624_Setting_End_of"></a>Setting End-of-Term Due Dates</h1>
<p><a name="kanchor608"></a><a name="IX_overview_139"></a>To prevent items from circulating after a specific or recurring date, regardless of the item’s loan period, your library can set an end-of-term (EOT) due date. Academic libraries and public libraries that work with schools may use this feature to make sure that no items are due after the last day of a term. Libraries may also use an EOT date to gather all circulating material by a certain date for inventory or another special purpose. You can include or exempt specific patron codes from a selected EOT date.</p>
<p>The staff client and <span class="III_VariablesProd_Leap">Leap</span> check system administration for end-of-term due date settings.</p>
<p>End-of-term dates affect circulation transactions in the following ways: </p>
<ul type="disc">
<li value="1">If you attempt to check out or renew an item with a due date after the next EOT date, the item is assigned the EOT date. However, if a patron with an exempted patron code (such as a faculty member) is checking out the item, the due date can be after the EOT date.</li>
<li value="2">To override an EOT date for an item, you can assign a special loan period at check-out or renewal. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../Patron_Services/PPckout/Assign_a_special_loan_period.htm#XREF_70528_Assign_a_special"> Assign a special loan period</a>.</MadCap:conditionalText></li>
<li value="3">By default, Polaris uses the EOT date of the item’s assigned branch, <span class="FM_Emphasis">not</span>&#160;the EOT of the check-out branch. You can set a different governing library for the calculation. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm" class="Heading MCXref xref xrefHeading"><span style="color: Blue;" class="mcFormatColor">Managing Integrated EContent in the PAC</span></a></MadCap:conditionalText>.</li>
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<p>You set EOT dates with the Patron Services parameter <b>End-of-term due date options</b>, which is available at the system, library, and branch levels.</p>
<p>See: <a href="Set_an_end-of-term_due_date.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set an End-of-Term Due Date </span></a></p>
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