Check existing loans for bookings

In This Topic

You can specify whether borrowers can place a booking for a title or equipment they already have on loan using the parameter Check existing loans for bookings. This parameter can be set in three places:

Circulation general parameters.
Borrower category.
Booking policy.

Here's how they work.

General parameters	Borrower category	Booking policy	Does this allow the booking?
No	No	No	Yes. All borrowers can book a title or equipment they already have on loan.
No	No	Yes	Yes. Same as No/No/No setup.
No	Yes	No	Yes. Same as No/No/No setup.
No	Yes	Yes	Yes. Same as No/No/No setup.
Yes	No	No	Yes. All borrowers in the selected category can book a title or equipment they already have on loan.
Yes	No	Yes	Yes. Same as Yes/No/No setup.
Yes	Yes	No	Yes. Borrowers can book a title or equipment they already have on loan under the selected policy.
Yes	Yes	Yes	No. The BKGONLOAN alert is displayed when a borrower tries to book a title or equipment he or she already has on loan under the selected policy. Staff members can override the alert if they have a high enough privilege level. The transaction would typically be blocked in OPAC by setting Block transaction in OPAC to Yes for the BKGONLOAN alert.

General parameters

To set Check existing loans for bookings in the general parameters:

From the Module Menu select Maintenance, Circulation and then General Parameters.
Set Check existing loans for bookings to Yes or No.
Click Save or Save & Close.

Null means the same as No.

Borrower category

Select the checkbox to the left of a parameter to inherit the setting from the default borrower category. Clear this checkbox if you want to change the setting for the selected borrower category. You can also click Inherit All and Inherit None to inherit or disinherit the settings for all parameters.

To set Check existing loans for bookings in the borrower category:

From the Module Menu select Maintenance, Circulation and then Borrower Categories.
Select the category you want from the list.
On the Details tab, set Check existing loans for bookings to Yes or No.
Click Save or Save & Close.

Null means the same as No.

Booking policy

Select the checkbox to the left of a parameter to inherit the setting from the default policy. Clear this checkbox if you want to change the setting for the selected policy. You can also click Inherit All and Inherit None to inherit or disinherit the settings for all parameters.

To set Check existing loans in the booking policy:

From the Module Menu select Maintenance, Circulation, Policies and then Booking Policies.
Select the policy you want from the list.
Set an Check existing loans to Yes or No.
Click Save or Save & Close.

Null means the same as No.