User profile fields

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 $5.00 fine threshold. Above that amount, the user is blocked from checking out items and placing holds. The Public2 profile (used by Neenah, Menasha, and Ripon) has a threshold hold of $10.00. The Public3 profile (used only by Markesan) also has a threshold of $5.00, but has a 12 month expiration date.

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 $5.00
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 $5.00
PUBLIC2* Rules set by each library* Rules set by each library* Rules set by each library* 50 items 100 items 36 months 20 items $10.00
PUBLIC3* Rules set by each library* Rules set by each library* Rules set by each library* 50 items 100 items 12 months 20 items $5.00
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 $5.00
TEACHER 28 days No fine No fine 50 items 150 items 16 months 50 items $250.00

*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.
**Used for patrons entered in error, deceased, duplicates, etc. Any patron record with a profile listed in this table that can be gotten rid of.

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. 

User Profile Loan Period Fine Rate Maximum Fine Maximum Holds Maximum Checkouts Card Expiration Overdue Threshold Bill Threshold
LIBRARYUSE Unlimited No fine None Unlimited Unlimited Never Expires None None
ONLINEREG No Checkouts Allowed No Checkouts Allowed N/A 10 0 Items 30 days 0 Items $5.00

 

 

 

Updated May 10, 2019 -- Karla Smith