Governing Library for Circulation Transactions
The system-level Patron Services parameter Consortium Circulation 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.
You can set the governing library for due date calculation, loan and request limits, fine calculation, and lost item recovery.
The following transactions are affected:
- Due date calculation - 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.
- Loan and request limits - 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.
- Fine calculations - 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.
- Lost item recovery - 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.
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.