Shared Item Loan Type Form

Contact Name:**


 Contact Email:**


 Agency Code: **
Item Code: **


Description: **


 Loan Period: **(days or hours)
Renewal Period: **(days or hours)


 Maximum Number of Renewals: **


 Hold Shelf Period: **
Grace Period:**


Fine Rate: **


 First Notice Delay: **(days)
Notice Interval: ** (days)


 Maximum Number of Notices:**


 Maximum Loans per Itype: **
Lost Processing Fee: **
** All Fields Required.

  
If you are submitting more than one new Itype, after the first code is submitted, press the Back Arrow on your browser. You will be returned to this page. Then you can change the necessary fields or press the Reset button to clear all fields and then fill in the information for the next Itype. Repeat till all Itypes have been sent.



Shared Itype Instructions

1. Choose as many shared itype codes from this list as needed. If any library-specific setting is different for a particular group of items, you will need to choose more than one shared itype.

x x x
Shared Itype code description
allow requests
allow circ
group charge
CR1 Circ Request 1
x
x
 
CR2 Circ Request 2
x
x
 
CR3 Circ Request 3
x
x
 
CR4 Circ Request 4
x
x
 
CR5 Circ Request 5
x
x
 
CR6 Circ Request 6
x
x
 
CR7 Circ Request 7
x
x
 
CR8 Circ Request 8
x
x
 
CR9 Circ Request 9
x
x
 
CR10 Circ Request 10
x
x
 
NCNR1 No Circ No Request 1
 
 
 
NCNR2 No Circ No Request 2
 
 
 
NCNR3 No Circ No Request 3
 
 
 
NCNR4 No Circ No Request 4
 
 
 
NCNR5 No Circ No Request 5
 
 
 
CNR1 Circ No Request 1
 
x
 
CNR2 Circ No Request 2
 
x
 
CNR3 Circ No Request 3
 
x
 
CNR4 Circ No Request 4
 
x
 
CNR5 Circ No Request 5
 
x
 
CNRGC Circ No Request Group Charge
 
x
x
CRGC Circ Request Group Charge
x
x
x
 

2. Complete the Shared Itype Form by filling in your individual library-specific settings for each of the shared itypes you have chosen

Loan Period (days or hours) The number of days that materials with this itype can be checked out (ex: 14 days, ex: 4 hours) 0,1,2,3,5,7,14,21,28 days
Renewal Period (days or hours) The number of days that materials with this itype can be renewed (ex: 14 days, ex: 4 hours) Same period as original loan period
Maximum Number of Renewals The maximum number of times materials with this itype can be renewed (ex: 1) 0,1,2,3,5 times
Hold Shelf Period The number of days that materials with this itype should sit on a hold shelf waiting for pickup, before becoming an expired hold (ex: 5) 3,5,7 (days), with items with short loan period having shorter hold shelf period
Grace Period The number of days Horizon waits, after an item is overdue, before it begins assessing overdue fines on items with this itype. In Horizon, if the item is returned after this period, fines will still be assessed for all grace days. If the item is returned during this period, no fines will be assessed. (ex: 3) 0,3,7 (days)
Fine Rate The amount (in pennies) of each daily fine (ex: 100 = $1.00) 0, 5, 10, 25, 50, 100 (pennies)
First Notice Delay (Days) The number of days after an item is overdue that Horizon waits before Day End processes an overdue notice (ex: 7) 1,3,7,14 (days)
Notice Interval (Days) The number of days between notices that Horizon waits before Day End processes another overdue notice (Second, Third, Fourth, etc.) 3,7,14 (days)
Maximum # of Notices The maximum number of notices that will be generated once items in this itype are overdue (this does not include the Final Notice). This can be no higher than 5. 2,3,4,5 (notices)
Max # Out The maximum number of items that can be checked out in this itype. 2,5,10,25,50,75, 100,500, 9999 (items)
Lost Processing Fee A processing fee (in pennies) that is assessed when items with this itype are lost (ex: 300 = $3.00) 0, 300, 500, 1000 (pennies)