外借規則對應
Use this screen to apply loan policies and long overdue and lost policies to patron types and items.
To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Loans, and then select the Loan Policy Map link.
Use this screen to apply loan policies and long overdue and lost policies to patron types and items.
Processing Order
借出項目時,系統會依此順序評估圖中的行,直到找到符合的項目:
- 從上到下 (列)
- 從左到右 (列中的設定)
當系統到達所有元素符合交易的列時,會套用該列所包含的規則,而不會繼續到下一行。
- 若要變更某列在地圖上的位置,請使用向上 (
) 與向下 (
) 箭號 。
It is recommended to:
- Put your most restrictive rows at the top of the map
- Have a row at the bottom of the map to cover all patron types, material formats, branches, and locations
Create or edit rows in the loan policy map
- On the Loan Policy Map screen, fill in the fields in the order below:
- Patron Policy: Select the Patron Policy from the list. Create patron type policies on the Patron Type Policy screen.
- Material Format: Material format is defined in an item's WorldCat record. For more information, see Material Type Names and Codes to determine how the WorldCat record provides material format.
- Holding Location: Holding Code, as set on the Holding Codes Translation Table screen. You must select a holding location in order to select a shelving location.
- Shelving Location: Shelving Location, as set on the Holding Codes Translation Table screen. If an item has a temporary and permanent location in WMS, the circulation policy will use the temporary location.
- Loan Policy: Select the Loan Policy from the list. Create loan policies on the Loan Policy screen.
- Long Overdue and Lost Policy: Optional. Select a Long Overdue and Lost Policy. Create long overdue and lost policies on the Long Overdue and Lost Policies screen.
- If needed, add or delete rows:
- 若要新增列,請按一下「新增」按鈕 (
)。
- 若要刪除列,請按一下移除按鈕 (
)。
- 若要新增列,請按一下「新增」按鈕 (
- 若要變更某列在地圖上的位置,請使用向上 (
) 與向下 (
) 箭號。
- 按一下 儲存 。