Horizon Borrower Type Record (BTYPE)

Printer-friendly version

Borrower circulation types (BTYPEs) determine general circulation rules for different groups of borrowers.. Each BTYPE would have different circulation rules. 

Please select and fill in the requested information to add, change, or delete a BTYPE code.

All fields maked with a red * are required.
 

Please select your library name.
Please enter your first and last names for verification purposes.
When you ADD a new code, be sure to fill in ALL required fields as indicated by. When CHANGING a code, only fill in the fields you want changed. If this is a delete, enter the itype code that existing items having this code should be changed to.
If this is a delete, enter the itype code that existing items having this code should be changed to.
Enter an alpha or alphanumeric code of not more than 7 characters, beginning with your branch's 2 digit alpha code.
Enter a name or description of the borrower type.
The Address Check field specifies the number of days the system waits before it prompts for the verification of a borrower's address during Checkout. Enter the minimum number of days the system waits before it prompts to verify a borrower's address.
This field determines when the library cards for borrowers with this btype will expire. Enter the number of days from the issue date that the library cards will expire. If you don't want the library cards for these borrowers to expire, enter 999.
Enter the maximum amount of unpaid fines that borrowers with this btype can have and still check out items. For example, enter "20.00" if you want a maximum amount of $20.
Enter the number of days items requested by a borrower remain in the request queue before being cancelled by the Horizon Day End process.
Enter the number of days items requested by a borrower remain in the request queue before being cancelled by the Horizon Day End process.
If you charge a fee for library cards, enter the amount of the fee.
Answering yes results in the system generating a numbered invoice when borrowers are sent notices involving money.(See "Customizing Notices" on page S-118 in the Circulation Setup Guide.)
Enter the maximum number of days a borrower can have unpaid fines before Horizon displays a block message.
Enter the maximum number of days a borrower can have any item overdue before Horizon displays a block message during circulation.
Enter a message to display during circulation when borrowers with this btype checkout.
Enter the maximum number of claimed returned items that borrowers with this btype can have
Enter the maximum number of lost items that borrowers with this btype can have.
Enter "Yes" if you would like borrowers with this btype to expire on the birthday of the borrower when they reach the Expire age. Enter "No" if borrowers with this btype should expire based on the "Expiration(Days)."
Enter the age at which the card of borrowers with this btype will expire.
(Values entered in this field will override the setting on the itype.) This field indicates how long a borrower with this btype can checkout an item. Enter the number of days or hours that the borrower may have the item. (The Daily/Hourly field determines whether the number is in days or hours.) Values entered in this field will override the setting on the itype.
(Values entered in this field will override the setting on the itype.) This field indicates whether the numbers in the Loan Period, Renew Period, Grace Period, and Fine Rate fields are in days or hours. Enter D for Daily: H = Hourly.
(Values entered in this field will override the setting on the itype.) This field indicates the renewal period of an item when checked out to borrowers with this btype. Enter the number of days or hours that the borrower may have the item.
(Values entered in this field will override the setting on the itype.) Enter the number of times a borrower can renew items.
(Values entered in this field will override the setting on the itype.) Enter the number of times a borrower may renew a single item by phone. A renewal is counted as a phone renewal if the staff member indicates that the item is NOT present.
(Values entered in this field will override the setting on the itype.) This field determines whether or not a borrower can renew items from the Public Access Catalog. Select "Yes" to allow renewals, "No" to prevent renewals.
(Values entered in this field will override the setting on the itype.) This field determines whether or not a borrower can renew items with this itype for the Public Access Catalog if the item is overdue. Select "Yes" to allow renewals of overdue items, "No" to prevent renewals of overdue items.
(Values entered in this field will override the setting on the itype.) Enter the maximum number of renewals that borrowers can make for a single item from the Public Access Catalog.
(Values entered in this field will override the setting on the itype.) Enter the number of days a filled hold stays on the hold shelf. If the borrower doesn't pick up the item after this number of days, the hold automatically expires and the item becomes available to other borrowers.
(Values entered in this field will override the setting on the itype.) This field tells the system how long to wait after an item is overdue before charging fines for items. Enter the number of days or hours until fines are charged for overdue items. (The Daily/Hourly field determines whether the number is in days or hours.)
(Values entered in this field will override the setting on the itype.) This field contains the daily or hourly charge for overdue items. (The Daily/Hourly field determines whether the amount accrues daily or hourly.) Enter the daily or hourly amount you want to charge for overdue items. If you have a btype that should not be subject to fines, enter "0."
(Values entered in this field will override the setting on the itype.) This field determines when the first overdue notice is prepared for borrowers with this btype. Enter the number of days until the first overdue notice is prepared. For example, enter "7" to prepare the first notice seven days after an item is overdue.
(Values entered in this field will override the setting on the itype.) This field tells how many days pass between overdue notices for borrowers with this btype. (The Max# Notices field determines how many total notices are sent.) Enter the number of days to pass between overdue notices. For example, enter "7" to prepare the second notice one week after the first, prepare the third notice one week after the second, and so on.
(Values entered in this field will override the setting on the itype.) This field tells how many overdue notices you want to send before charging a borrower for the full price of an item. Enter the maximum number of notices (1 to 5).
(Values entered in this field will override the setting on the itype.) This field determines the number of items a user may have checked out before being blocked from taking out any additional items. Enter the number of items a borrower may have checked out.
Enter the number of requests borrowers may make. For example, enter "5" to allow borrowers to only place 5 requests.
(Values entered in this field will override the setting on the itype.) Enter the processing charge borrowers with this btype will be charged if an item is lost. This charge is added to any amount in the replacement cost upon billing. Values entered in this field will override the setting on the itype.
(Values entered in this field will override the setting on the itype.) Enter the amount of the fee to be assessed when a request is placed when a request is placed by a borrower with this btype.
(Values entered in this field will override the setting on the itype.) Enter the amount of the fee to be assessed when a hold is filled for a borrower with this btype.
(Values entered in this field will override the setting on the itype.) Enter the amount a borrower is to be charged if they fail to pick up a hold before it expires.
(Values entered in this field will override the setting on the itype.) Enter the amount of the fee to be assessed when a borrower with this btype checks out an item
(Values entered in this field will override the setting on the itype.) Enter the amount of the fee to be assessed when a borrower with this btype renews an item .
(For use by Melcat paticipating libraries only) Select the Melcat ptype code that borrowers with this borrower type should have when sent to Melcat. If borrowers with this borrower type should not be sent, select "Not Applicable."
(For use by Melcat participating libraries only) If borrowers with this btype should have Melcat visiting patron privileges, select "Yes." If they should not, select "No." If this doesn't apply to you select "Not Applicable."
Only fill in this field if you have special instructions for a VLC staff member.
By submitting this form, you accept the Mollom privacy policy.