Borrower types define sets of issuing privileges which are applied to (groups) of borrowers. They determine:
- how many items a borrower is allowed to have out at any one time;
- potentially how many items of a particular privilege1 that borrower may have;
- whether the borrower is allowed to borrow items when they have overdue items;
- whether the borrower is allowed to borrow when they have outstanding fees;
- how many renewals (or loan extensions) may be made;
- how many reserves the borrower of that type may make;
- the latest due date for borrowers of that type;
You can be strict of flexible in your settings. For example, you may:
- allow juniors to borrow up to 3 books at any one time, up to 2 of which may be junior fiction and up to 3 non-fiction, for a period of 7 days.
- allow a senior may be able to borrow up to 9 books, up to 4 of which fiction, up to 4 graphic novel, up to 1 anime, and up to 7 non-fiction, for 14 days.
For added control, an individual catalogue item’s privileges can override the borrower’s privileges. This means that a particularly popular book may have a maximum issue period of 7 days, which means that even if a senior (from the example above) borrows the book, its issue duration is 7 days, and not 14 days.
Or, you may choose not to exercise such levels of control, in which case you can set up simple privileges for borrower types.
Press the “t” keyboard shortcut at the main menu, or if you have configured your main menu to show the “Type” button, click that.
Clicking the gear widget reveals the detail for the selected type:
Create New Types
You may have as many or as few types as you need.
Click New Type button to create a new type. Enter the Name, the maximum number of days and items for that type (you can change these later, of course).
Click on the gear widget for the type.
The maximums for the type are shown along with a list of borrowers assigned that type.
The fields are:
|maximum # issues||the maximum number of items the borrower of this type is usually allowed|
|issue duration||default maximum number of days for issue|
|# renewals||the number of times a particular issue may be extended (renewed) for borrowers of this type|
|# reserves||the maximum number of reserves borrower of this type is allowed|
|allowed overdue||if borrower of this type has overdue items, controls whether the issue is authorised|
|allowed outstanding fees||controls whether the issue is authorised if borrower of this type has unsettled fees|
|latest due date||when calculating the due date for an issue, that due date - by default - will not be later than this date for this borrower type|
The lists of privileges (Senior Fiction, Fiction, etc.) are taken from your pre-defined list of privileges.
The privileges that appear in the the detail popover window are defined once in the Admin module. You might add privileges later, though it is anticipated the list is reasonably static.
Go to Admin->maintenance and click the privilege button:
The list of currently defined privileges is displayed:
Click the “New” button to add a blank privilege and give it a unique name.
Click the pale “x” to the right of the privilege to delete a privilege. Athenaeum then checks whether the privilege is used by any type. If not, then you are prompted to confirm the deletion. If it is used, you may not delete the privilege.
Click the “Close” button to close the privileges window.
Athenaeum (26 and above) allow any number privileges. Earlier versions of Athenaeum were restricted to seven privileges whose names could not be changed.
You may define as many privileges as you see fit, giving them appropriate names. ↩
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