Category quota for borrower categories

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Select Inherit from default to inherit the settings from the default borrower category. Clear this option if you want to add, edit or delete the settings for the selected borrower category.

You can specify the maximum numbers of loans that a borrower can have at one time in the Maximum loans on the Details tab in the borrower category.

On the Category Quota tab, you can breakdown the maximum number of loans according to the collection category.

To add, edit or delete category quotas for a borrower category:

From the Module Menu select Maintenance, Circulation and then Borrower Categories.
Select the category you want from the list.
Click the Category Quota tab, and do one of the following.
- Click Add to add a new category and quota, and then Update.
- Click Edit to edit an existing category and quota, and then Update.
- Click Delete to delete an existing category and quota, and then OK at the confirmation prompt.
Click Save or Save & Close.

The collection categories are set up in the CCGY lookup table, and can be maintained using the Table Manager.

See Collection category for how to group collections by category.