Create a quarantine patron
Note: OCLC recommends documenting your current policies prior to making any changes. This will make it easier to revert changes when it is time to remove the quarantine configuration.
Overview
You can create a quarantine patron to check out returned items to for the duration of the quarantine period. This will prevent patrons from attempting to check out returned items, and you can set up the quarantine patron so that a staff member will receive a notification when the quarantine period is complete.
Caution: To prevent performance degradation, please limit the number of items checked out to a single user account to under 1,000. Multiple accounts can be created for larger numbers of quarantined items.
Create a quarantine patron
Create a new patron type policy
Create a new loan policy
Update the loan policy map
- Navigate to WMS Circulation > Loans > Loan Policy Map.
- Add a new row to the map using the green plus sign.
- For Patron Policy, select Quarantine. Material Format, select All. Holding Location, select the All. Shelving Location, select All. Loan Policy, select Quarantine. Long Overdue and Lost Policy, select none.
- Add additional rows as needed for multiple branches.
- Move the location of the rows to the appropriate location in the loan policy map. The system evaluates the map from top to bottom, left to right until a match is found.
- Click Save.
Create a quarantine patron within WMS
Check out returned items to the quarantined patron
As items are returned to your library, check them in and then check them out to the quarantine patron. After the designated quarantine period is over, a notification will be sent to the user specified in the quarantine record. When the quarantine period is over, items can be checked in to release them from quarantine.
Note: Items checked out with an existing hold request will require an override from a user with the appropriate circulation role.