Determining Base Check-Out Limits

Prior to configuring increased check-out limits, you can review the base check-out limits already set in your system.

To determine base check-out limits

  1. In Polaris Administration (staff client), go to Administration Explorer > [Branch Name] > Policy Tables > Patron/Material Type Loan Limit Blocks.

    The Patron/Material Type Loan Limit Blocks table appears.

    Patron / Material Type Loan Limit Blocks

  2. View the following information:

    • In the upper pane, the Total Item Limit appears for each patron type. The setting in the Check-out: Increase Total Item Limit parameter increases this amount.

    • When you select a patron type in the upper pane, the lower pane displays the maximum item limit by material type for that patron type. The settings in the Increased Check-out Limits policy table increase these amounts.

Note:
The system-level Patron Services parameter Consortium Circulation determines which branch’s settings are used for loan limit blocks. For details, see "Governing Library for Circulation Transactions" in the Polaris staff client documentation.