Set an End-of-Term Due Date

To set an end-of-term due date:

1. In the Administration Explorer tree view, open the Parameters folder for the organization, and click the Patron Services tab in the details view.

Important:
Although you can set EOT dates at any organizational level, settings made at higher levels do not display at the branch level but may nevertheless override branch-level settings. To avoid this issue, set all EOT dates at the branch level, especially if different organizations need different dates.

2. Double-click the parameter End-of-term due date options to display the End-of-Term Due Date Options dialog box.

3. Click New. The End-of-Term Due Date dialog box appears.

4. Choose one of the following options to set the EOT date:
   • To set one numeric date, click Specific date, and select the date from the calendar in the Specific date box.

Example:
Friday, December 16, 2011

• To set the date by day of the month, click The and select a value in each of the three boxes (order, day, and month).

Example:
The third Friday of December

5. If you want the date to be a recurring date, select the Recurring date checkbox, and choose one of the following options:
   • To stop the EOT date from functioning after a specific number of occurrences, click End after and type the number in the occurrences box.
   • To stop the EOT date from functioning after a specific year, click End after year and type the year in the box.
   • To keep the EOT date functioning indefinitely, click Never end.

6. Click OK. The End-of-Term Due Date Options dialog box appears. The EOT date is listed in the left panel of the dialog box.
7. To prevent the EOT date from applying to specific patron codes, select the EOT date and do one of the following:
   • To exclude certain patron codes from all EOT dates, in the Patron codes to exclude list, select the checkbox next to each patron code for which EOT dates should not apply.
   • To exclude certain patron codes from the selected EOT date only, select the Separate exclusions checkbox, then select the checkbox next to each patron code to exclude.

8. Repeat steps 3-7 for each EOT date you want to create.
9. Click Save.

The Administration Explorer appears.

10. Select File > Save to save your changes.

Related Information

• Edit an end-of-term due date - On the End-of-Term Due Date Options dialog box, select an EOT date in the list, and select one of the following options:
• To change the date and recurrence information, click Edit. The End-of-Term Due Date dialog box appears. Make any changes, and click OK.
• To change the patron codes excluded from the selected EOT date, select the Separate exclusions checkbox, and select or clear the checkboxes next to the patron codes.
• To change the patron codes excluded from all EOT dates, clear the Separate exclusions checkbox, and select or clear the checkboxes next to the patron codes.
• Delete an end-of-term due date - On the End-of-Term Due Date Options dialog box, select the EOT date in the list, and click Delete. The EOT date is cleared from the list.
• Display a message at circulation - When a normal due date is shortened due to an End-of-Term date setting, you can set Polaris to display a message. Set the Patron Services parameter Due date truncated: Prompt to Yes at the system, library, or branch level.