Setting Branch Parameters for Floating Collections

You can set the appropriate Patron Services parameters and Cataloging profiles at the system, library, or branch level to fine-tune how floating collections work among the branches that participate. In addition, the Patron Services parameter Floating enabled controls whether a branch uses floating collections functionality at all. You may wish to set this parameter last, after reviewing all  your settings for floating collections.

Before you fine-tune and enable floating collections, do the following:

• Specify which collections are potentially eligible to float. See Designating Floating Collections.
• For each home branch, set the branches that can receive the home branch’s floating items. See Set the branches to receive floating items.
• For each home branch, set the specific material types that cannot float. See Set the material types that cannot float.
• For each receiving branch, set the limits for In items attached to the same title and items of any circulation status attached to the same title. See Limit the floating items for the same title a branch can receive.
• For each receiving branch, set the limits for the number of In items with a Final status that can be in each collection. See Limit the number of floating items a branch can receive for a collection.