Configure loan codes and policies

Overview

In each library and patron record, a loan code can be set. This loan code determines the following information used when loaning documents and managing loans.

• The default due date (this can be modified by staff at the time the loan is done)
• The renewal period (this can be modified by staff at the time a renewal is done)
• How many overdue notices will be sent
• After how many days each overdue notice is sent and the text of the message to include with each notice.

Update a loan policy

1. Login to Table Maintenance.
2. Select the Loans tab, Loans.
3. Select the Loan Policy code you wish to edit from the list at the bottom of the screen (it will highlight when selected).
4. Update the values for each element of the code as described in the table below.
5. Select Update.

Add a loan policy code

1. Login to Table Maintenance.
2. Select the Loans tab, Loans.
3. Select the Loan Policy code you wish to delete from the list at the bottom of the screen (it will highlight when selected).
4. Enter the values for each element of the code as described in the table below.
5. Select Add.

Delete a loan policy code

1. Login to Table Maintenance.
2. Select the Loans tab, Loans.
3. Select the Loan Policy code you wish to edit from the list at the bottom of the screen (it will highlight when selected).
4. Select Delete.

 Caution: Codes that are associated with data in your database cannot be deleted. For example, you cannot delete a policy code if it is assigned to a Library or Patron record. This is done to maintain the integrity of the database.