Circulation Configuration Wizards

The Circulation module manages user records, item records, charge records, hold records, and bill records. These records work together to perform a variety of circulation functions. Circulation policies are the parameters which ensure that a library charges out material to properly registered users and correctly receives and processes returned material.

Click the Circulation Configuration wizard group button to display the following wizards.

• Bill Reason Wizard
• Billing Structure Wizard
• Card Replacement Fee Wizard
• Circulation Map Wizard
• Circulation Rule Wizard
• Circulation Tax Wizard
• Credit Reason Wizard
• Credit Rule Wizard
• Default Price Wizard
• Fee Map Wizard
• Floating Map Wizard
• Hold Map Wizard
• Hold Placement Fee Wizard
• Hold Reason Wizard
• Item Type Wizard
• Loan Period Wizard
• Mail Rule Wizard
• Mail Service Wizard
• Maximum Group Fee Wizard
• Order Hold Fill Wizard
• Patron Card Template Wizard
• Payment Type Wizard
• Shipping Cost Wizard
• Unsuspend Reason Wizard
• User Standing Map Wizard

Policy lists and policy values can be downloaded to files on your workstation. See the Export Policies Helper topic for more information.

Only one user at a time can work with policies. This is a safeguard to prevent users from modifying the same policy at the same time.

Related topics 

Overview

Getting Started in Demand Management

Transit Overview

Export Policies Helper

FAQs: Creating Circulation Maps

FAQs: Handling Floating Collections

FAQs: Understanding Holds

FAQs: Working with Circulation Rule Policies

FAQs: Working with the Loan Period Policies