Setting End-of-Term Due Dates
To prevent items from circulating after a specific or recurring date, regardless of the item’s loan period, your library can set an end-of-term (EOT) due date. Academic libraries and public libraries that work with schools may use this feature to make sure that no items are due after the last day of a term. Libraries may also use an EOT date to gather all circulating material by a certain date for inventory or another special purpose. You can include or exempt specific patron codes from a selected EOT date.
The staff client and Leap check system administration for end-of-term due date settings.
End-of-term dates affect circulation transactions in the following ways:
- If you attempt to check out or renew an item with a due date after the next EOT date, the item is assigned the EOT date. However, if a patron with an exempted patron code (such as a faculty member) is checking out the item, the due date can be after the EOT date.
- To override an EOT date for an item, you can assign a special loan period at check-out or renewal.
- By default, Polaris uses the EOT date of the item’s assigned branch, not the EOT of the check-out branch. You can set a different governing library for the calculation. See
You set EOT dates with the Patron Services parameter End-of-term due date options, which is available at the system, library, and branch levels.