Add a new policy

To add a new policy:

1. From the Module Menu select Maintenance, Circulation, Policies and then the policy you want — Booking Policies or Global Reservation Policies or Loan Policies or Notice Policies or Reservation Policies.
2. Click New.
3. Specify the scope of the policy by selecting the location and/or borrower category and/or collection and/or borrower status and /or item status, and then click OK.
4. The settings from the default policy are automatically inherited in the new one so you'll need to disinherit the parameter(s) you want to change. You can do this by:
   • clearing the checkbox to the left of the parameter or
   • clicking Inherit None or
   • clearing Use default values.
5. Set up the parameters you want, then click Save or Save & Close. See Booking policies, Loan policies, Notice policies or Reservation policies for details of the parameters.

Copy an existing policy

You can also add a new policy by copying an existing one. The new policy will then have then automatically have the same settings. To copy a policy:

1. From the Module Menu select Maintenance, Circulation, Policies and then the policy you want — Booking Policies or Global Reservation Policies or Loan Policies or Notice Policies or Reservation Policies.
2. Select the policy that you want to copy.
3. Click Copy.
4. Specify the scope of the new policy, and then click OK.
5. The settings from the existing policy are automatically inherited in the new one so you'll need to disinherit the parameter(s) you want to change. You can do this by:
   • clearing the checkbox to the left of the parameter or
   • clicking Inherit None or
   • clearing Use default values.
6. Set up the parameters you want, then click Save or Save & Close. See Booking policies, Loan policies, Notice policies or Reservation policies for details of the parameters.

Update/Create new policy

You might also create a new policy when you change a parameter in an existing one. If there are records linked to the policy, you'll be prompted whether to update the policy or whether to create a new policy 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 existing policy will be deactivated, and the records linked to that policy will not be updated.