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Start of year circulation dates

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Learn how to adjust the dates in the Supervisor installation settings and the Borrower Type settings at the beginning of the year in Amlib.

There are two sets of dates that require adjusting at the start of the year: the Supervisor Installation settings and the Borrower Type settings.

Supervisor Settings

Default

  1. Launch the Amlib client
  2. Go to Main > Supervisor > Installation – the Installation (DEFAULT) screen will display
  3. Select the Circulation tab

  1. Adjust the following settings:
    1. All items must be returned by the following date:
    2. All Semester loans are due back on the following date:
    3. All Term loans are due back on the following date:
    4. All Year loans are due back on the following date:
  2. Dates must be entered in DD/MM/YYYY format – for example: 15/12/2012
  3. Click the F3 Save button
  4. For these settings to take effect you must exit and restart the Amlib client

Location

It is also possible to adjust these settings by individual Location, allowing for a different set of dates to be entered. It is very important to check your other locations to make sure that old dates are not saved in there.

  1. Launch the Amlib client
  2. Go to Main > Supervisor > Installation – the Installation (DEFAULT) screen will display
  3. From the menu, select Installation > Choose Location – the Installation location prompt will display
  4. Select a location (for example: Chelsea Library) and click the OK button – the Installation screen for that location will then display
  5. Select the Circulation tab
  6. If you would like to use the DEFAULT page settings, then you can leave the date settings in this location table blank, otherwise adjust the following settings (these settings will apply only to that location):
    1. All items must be returned by the following date:
    2. All Semester loans are due back on the following date:
    3. All Term loans are due back on the following date:
    4. All Year loans are due back on the following date:
  7. Dates must be entered in DD/MM/YYYY format – for example: 15/12/2012
  8. Click the F3 Save button
  9. Repeat for all other circulating locations (including WEB - the location used by the NetOpacs)
  10. For these settings to take effect, you must exit and restart the Amlib client

Borrower Settings

Borrower Types

  1. Launch the Amlib client
  2. Go to Main > Borrowers > BrorrowerTypes – the Borrower Types screen will display:


    For each borrower type it is possible to enter a Return By Date that overrides the Supervisor Date settings and allows for return dates to be set earlier (if the Return By Date is set after the Supervisor Date settings, then these Supervisor Dates will be the cut off point for returns)
     
  3. Enter a date in DD/MM/YYYY format in the Return By Date field of a selected borrower Type– for example: 15/11/2013
  4. Repeat for any borrower Type where the Return By Date is required to be different
  5. Click the F3 Save button when complete
  6. Exit the Borrower module (Ctrl-L) for these settings to take effect

Calendar

Set any closed dates in the Calendar – see separate Notes if required or Checklist of Tasks