Defining Circ and Request Limit Blocks

Blocks interrupt circulation transactions, such as check outs, renewals, and hold requests. A threshold value determines the limit that causes a block to interrupt the transactions. Most blocks can be overridden at the discretion of the library staff member.

You can set up circulation blocks related to item records (for example, the item does not circulate) and patron records (for example, the patron owes money or has borrowed too many items). You can also set loan and request limits that trigger blocks based on patron codes and material types. Separate settings control blocks on patron-initiated renewals from the PAC or inbound telephony service. Polaris also provides the ability to block a patron from checking out or renewing materials when an associated patron record is blocked; you define default settings for this feature in Polaris Administration.

Note:
If your system includes self-check units, you set up blocks specifically for circulation transactions at the self-check units. For more information about SIP2 units, see Setting Up SIP Self-Check Circulation. For Polaris ExpressCheck, see the Polaris ExpressCheck Administration Guide.

See also:

• Designating Floating Collections
• Defining Patron Block Descriptions
• Defining Loan and Request Limit Blocks
• Calculating and Blocking for Estimated Accrued Fines
• Defining Material Type Group Limits
• Defining Patron-Initiated Circulation Blocks
• Block and Allow Settings for Associated Patrons