Booking Configuration WizardsBooking Configuration WizardsMaterials booking policies provide information used for automatic calculation of the booking timeline. Related policies control access to items in the collection. Prior to being able to book materials for qualified users, the following Booking group policies must be accurately configured to reflect the library’s planned booking practices.
Click the Booking Configuration wizard group button to display the following wizards.
| • | Booking Extended Information Format Wizard |
| • | Booking Profile Wizard |
| • | Media Desk Wizard |
| • | Shipping Schedule Wizard |
About Booking Policies
Materials Booking policies contain information about item preparation and cleanup time, hours of availability for items and staff, and pickup and delivery times of shippers and couriers. Booking policies allow the following tasks to be performed.
| • | Establishing a Materials Booking media desk and hours of operation that vary from the circulation desk but conform to the open and closed dates of the library |
| • | Establishing the amount of time required for preparation and cleanup of specific materials (The media desk hours of operation are considered a part of this process for shippable items.) |
| • | Specifying pickup and delivery schedules for the courier or shipping agencies used by the library’s media desk to distribute material to off-site users |
| • | Specifying which materials can be shipped and which courier or shipping agency will be used |
| • | Specifying the amount of time required to ship and return ship materials for each type of user |
It will also be necessary to modify related SirsiDynix Symphony policies to implement any desired restrictions to booking services. Item Type and User Profile policies must be modified to allow appropriate items to be booked by appropriate users. These policies include information about which items in the catalog can be booked, which users can book them, how many concurrent bookings a user can have, whether items can be shipped to the user, and the length of the shipping transit time. Depending on the restrictions placed on users with booking privileges, new User Profile, Circulation Rule, and Circulation Map policies may be needed.
Policy lists and policy values can be downloaded to files on your workstation. See the Export Policies Helper topic for more information.
Only one user at a time can work with policies. This is a safeguard to prevent users from modifying the same policy at the same time.
Related topics
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