Membership 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 different membership periods, registration amounts and renewal amounts for each borrower category.

When you register a new borrower and select the category, you'll be prompted with a list of the membership periods and registration amounts to choose from.
When you renew a borrower's membership, you'll be prompted with a list of the membership periods and renewal amounts to choose from.

To add, edit or delete the membership periods, registration amounts and renewal amounts 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 Membership tab, and do one of the following.
- Click Add to add a new period and amounts, and then Update.
- Click Edit to edit an existing period and amounts, and then Update.
- Click Delete to delete an existing period and amounts, and then OK at the confirmation prompt.
Click Save or Save & Close.

If there are any membership periods set on the Membership tab then these will override any Registration period, Registration start date and Registration expiry date set on the Details tab.

Prior to Spydus 10.2, the charge code for the Registration amount and Renewal amount were specified as the Membership fee charge code in Maintenance > Circulation > General Parameters.

From Spydus 10.2 and forward, any charge code may be used. If no charge code is selected, then Spydus will default to the Membership fee charge code parameter value.

Rather than offer a range of membership/renewal periods with different fees for each one, you might prefer to apply a one-of Membership joining fee.

What happens with the membership period when you change a borrower's category?

Here's an example to show what happens. We'll use three borrower categories.

BASIC. This category does not have a membership period.
PREMIUM. This category has a 2-year membership period.
PREMIUM PLUS. This category has a 2-year membership period.

Today's date is 22/6/16.

Let's say a borrower is currently in the BASIC category and she has a registration expiry date of 31/7/16. If you change her category to PREMIUM then the expiry date is set to 22/6/18 — i.e. since the current category does NOT have a membership period, the new expiry date is today's date plus the new membership period (2 years).

Let's say a borrower is currently in the PREMIUM category and she has a registration expiry date of 31/7/16. If you change her category to PREMIUM PLUS then the expiry date is set to 31/7/18 — i.e. since the current category DOES have a membership period, the new expiry date is the original expiry date plus the new membership period (2 years).

Let's say a borrower is currently in the PREMIUM category and she has a registration expiry date of 31/7/16. If you change her category to BASIC then the expiry date is set to the original expiry date plus the registration period from the BASIC category. If there's no registration period set in the BASIC category then we use 1 year as the default, e.g. the new expiry date would be 31/7/17.