Expiry period for profile matching requests
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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 specify the default expiry period for reservations placed through profile matching:
- From the Module Menu select Maintenance, Circulation, Policies and then Reservation Policies.
- Select the policy you want from the list.
- Set the Expiry period for profile matching requests.
- Press Tab or Enter, or click anywhere on the screen to enable the Save options.
- If there are records linked to the policy then you'll be prompted whether you want to update the existing policy or create a new one and deactivate the existing one.
- Click Update if you want to update the existing policy. The records linked to the policy will be updated.
- Click Create New if you want to create a new policy. The records linked to the existing (deactivated) policy will not be updated.
- Click Save or Save & Close.
Typically the expiry period would typically be fairly short so that the reservation will expire if the item isn’t issued within a day or two. You wouldn’t want much of a delay between matching the title and picking the item from the shelf — because you don’t want another patron to pick the item from the shelf, you want to issue it to the patron you’ve just matched it against.
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