Set up textbook policies

On the Loan Policies tab in Textbook Policies in the Back Office, you can set the maximum number of checkouts for textbooks, automatically change the status of overdue textbooks to Lost, choose to block checkouts if a patron has fines or overdues, and enable autoconditioning of your textbooks.

On the Loan Periods tab, you can define your loan periods.

On the Patron Types tab, you can set up your patron types.

District Administrators can set Loan Policies only.

To set up circulation limits

By setting circulation limits, you enable Destiny® to alert staff members when a patron exceeds one of these limits. When a patron reaches the checkout limit, or has fines or overdues (if selected here), a block condition occurs during the next transaction. A message appears, indicating the limit the patron has reached. You can then address the block condition or override it before continuing with the transaction.

  1. If you are a site Administrator, click Edit on the Loan Policies tab.
    If you are a District Administrator, click Edit adjacent to Circulation.
  2. On the Edit Loan Policies page that opens, enter the maximum number (1-999) of textbooks you allow patrons to have out at one time.
  3. If you want Destiny to automatically mark an overdue textbook Lost after a certain number of days, select the Overdue to Lost check box, and then enter the number of days.
  4. If you want to block transactions when a patron has any fines or overdues, select the Block checkouts check box.
  5. Click Save when you are done.
  6. If you are a District Administrator, and you want to push these settings to your district, a site type, or an individual school, select it from the list, and then click Push.

To set up automatic conditioning

Conditioning allows you to automatically depreciate the condition and value of textbooks based on the number of circulations they have had. Each condition has a value equal to a percentage of its original price. You need to enter the number of times a textbook circulates, after which it is demoted to the next lower condition.

You can always change the conditions manually in Circulation.

To prevent a short-term checkout from being counted as a full circulation, Destiny ignores a checkout if the textbook copy is checked back in on the same day.

  1. If you are a site Administrator, click Edit on the Loan Policies tab.
    If you are a District Administrator, click Edit adjacent to Conditioning.
  2. Select the Automatically demote check box, and then enter the number of circulations next to each condition in the boxes that appear.
  3. Click Save when you are done.
  4. If you are a District Administrator, and you want to push these settings to your district, a site type, or an individual school, select it from the list, and then click Push.

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Destiny v16.5 Help includes the most recent product updates. For details, see What's New in Destiny Version 16.5.

 

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