Circulation policies define the loan duration, renewals, recurring fine rate, maximum fine amount, grace period and item specific limits for different combinations of User Permission Groups, Home Library and Circulation Modifiers for items checked out at your library or library system. Other item attributes may be used for more specific rules.
There may be more than one policy applicable to certain types of materials. Generally, policies on more specific levels, e.g. BFSJ instead of BC_ILC, take precedence. When in doubt, please contact Co-op support.
Note
All changes to your circulation policies are made by Support.
To request changes to your circulation policies submit a ticket to Support. We recommend submitting your request at least one week before you’d like the change go into effect.
To view your current circulation policies run a report (reporter permissions required) or view your policies in Evergreen (Local System Administrator permissions required).
In the reporter go to Shared Folders → Templates → Sitka_templates → Library Configuration
- Multiple report templates for circulation policies are available here.
In Evergreen select Administration → Local Administration → Circulation Policies. By default, your library is selected in the box after Context Org Unit (i.e. Checkout Library). The initial display will show all circulation rules at your library and the federation level.
You can filter the display to show policies applied to selected materials, e.g. DVDs. Click Filter under Context Org Unit. In the popped up window, select Org Unit from the first drop down menu; Is from the second, and your library or library system from the third. Click Add Row to add a filter on circulation modifier. Click Apply to limit display to policies applied to the selected circulation modifier checked out at your library.
- The resulting screen provides a summary view of each circulation policy for your library, and more detail can be seen by clicking on the individual entries.
Select the individual circulation policy for viewing by double-clicking on the desired row.
The circulation policies are typically attached to the Org Unit (checkout library), User Permission Group, Copy Circ Library, and Circulation Modifier of the items being circulated. For example, the policy below is for items with circulating library of any BC_ILC library and circulation modifier of bookclub to be checked out to all Public Library Patrons at BFSJ.
Each circulation policy defines the Loan Duration, Renewal, Recurring Fine, Maximum Fine, Grace Period, and whether the item is allowed to circulate at all. For example, circulation items falling under the policy below would have a loan duration rule of "7_28_42_0", a recurring fine rule of "twentycents" per day and a maximum fine amount of "tendollar".
A policy is turned off if the Active box is unchecked.
- Clicking Save will have no effect as only Support can make changes to circulation policies.
