The Profile field in the patron record is used with the circulation map to control the checkout of library material.
Most libraries use the profile of PUBLIC for most of their users. This profile has a $10.00 fine threshold. Above that amount, the user is blocked from checking out items and placing holds. The PUBLIC2 profile (used by Endeavor, Menasha, Neenah, Omro, Oshkosh, Ripon & WInneconne) has a threshold hold of $25.00.
Other profiles are used for specific types of patrons or situations. The profiles listed below are used with patrons. There are other profiles in the drop-down list in the software, but the others are NOT counted in circulation reports and are NOT to be used for patrons. The others are used by the Symphony software or for in-house staff transactions.
Profiles for patron records:
| User Profile | Loan Period | Fine Rate | Maximum Fine | Maximum Holds | Maximum Checkouts | Card Expiration | Overdue Threshold | Bill Threshold | |||||||||||||||||||||||||||
| BUSINESS* | Rules set by each library* | Rules set by each library* | Rules set by each library* | 50 items | 100 items | 16 months | 20 items | $25.00 | |||||||||||||||||||||||||||
| DEPOSIT | 60 days | No fine | No fine | 50 items | 150 items | No expiration | 50 items | $500.00 | |||||||||||||||||||||||||||
| HOMEBOUND | 60 days | No fine | No fine | 50 items | 100 items | No expiration | 20 items | $500.00 | |||||||||||||||||||||||||||
| J-RESTRICT* | Rules set by each library* | Rules set by each library* | Rules set by each library* | 50 items | 100 items | 16 months | 20 items | $5.00 | |||||||||||||||||||||||||||
| LIMITED* | Rules set by each library* | Rules set by each library* | Rules set by each library* | 5 items | 10 items | 16 months | 3 items | $5.00 | |||||||||||||||||||||||||||
| LIMITED3* | Rules set by each library* | Rules set by each library* | Rules set by each library* | 3 items | 3 items | 16 months | 3 items | $5.00 | |||||||||||||||||||||||||||
| PUBLIC* | Rules set by each library* | Rules set by each library* | Rules set by each library* | 50 items | 100 items | 16 months | 20 items | $10.00 | |||||||||||||||||||||||||||
| PUBLIC2* | Rules set by each library* | Rules set by each library* | Rules set by each library* | 50 items | 100 items | 16 months | 20 items | $25.00 | |||||||||||||||||||||||||||
| REMOVE** | No Loans Allowed | N/A | $0.00 | 0 Items | 0 Items | Never Expires | 0 Items | $0.00 | |||||||||||||||||||||||||||
| STAFF* | Rules set by each library* | Rules set by each library* | Rules set by each library* | 50 items | 100 items | 16 months | 20 items | $25.00 | |||||||||||||||||||||||||||
| TEACHER | 28 days | No fine | No fine | 50 items | 150 items | 16 months | 50 items | $250.00 | |||||||||||||||||||||||||||
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*The circulation rules are based on the Item Type of the item being checked out and are the same for each of these user Profiles. There are also separate rules for J-RESTRICT that limit, based on Item Type, what that Profile is allowed to check out. The Overdue Threshold is the maximum number of items that can be overdue on the card. When the Overdue Threshold is reached, the card is Blocked. All the above are allowed to renew their cards online. Other Profiles of note: These are NOT to be used for patrons. LIBRARYUSE is for inhouse use. ONLINEREG is automatically assigned to patrons who register online.
Updated March 14, 2023 -- Karla Smith |
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