Part VI. Circulation administration

Table of Contents

29. Circulation policies
Borrowing items: who, what, for how long
Data elements that affect your circulation policies
Circulation Rules
Creating Circulation Policies
Circulation Limit Sets
30. Copy Status
Adding Copy Statuses
Deleting Copy Statuses
Editing Copy Statuses
Circulating uncataloged materials
Pre-cataloged item settings
Non-cataloged item settings
31. Hold policies
Transits and resource sharing
Age hold protection
Best-Hold Selection Sort Order
Org Unit Proximity Adjustments
Floating Groups
32. Working with money
Accepting credit card payments
Stripe
Paypal, Authorize.net, etc.
Cash reports
Negative balances
33. Circulation timesavers and workflows
Barcode Completion
Scoping and Permissions
Access Points
Multiple Matches
Barcode Completion Data Fields
Create, Update, Filter, Delete/Disable Rules
Examples
Testing
Address Alert
General Usage Examples
Access Control and Scoping
Adding a new Address Alert
Editing an Address Alert
Deleting an Address Alert
Staff View of Address Alerts
Regular Expressions / Wildcards
Examples
Development
Patron Address City/State/County Pre-Populate by ZIP Code
Scoping and Permissions
Setup Steps
ZIP Code Data
Development
34. Library closures
Library hours
Closed dates
Hard due dates
Creating a hard due date
Age to lost
Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Editing Non-Bibliographic Resources
Deleting Non-bibliographic Resources
35. Offline circulation
36. Receipt Template Editor
Exporting and importing Customized Receipts
Exporting templates
Importing Templates
Receipt Customizations
Print Holds Slip with Landscape Layout
Checkout
Hold_Slip #1
Hold_Slip #2
Hold_transit_slip
Receipt Templates
Receipt Template Editor Macros
General Macros
Additional Macros for various slip types
37. Self-check administration