Set Up Resource Policies – Departments/Locations

Resource loan policies let your school district have different circulation policies for departments and locations. This helps you effectively manage your physical and digital resources and improves accountability for those responsible for these resources.

Use the Departments/Locations sub-tab to designate a loan period for each resource type. The loan policies set up in the Admin > Resource Policies > Departments/Locations sub-tab are used in Circulation > Check Out Items > To Department and To Location.

To define loan periods for departments and locations:

  1. Select Admin > Resource Policies > Departments/Locations sub-tab.
  2. Click Edit.
  3. Use the drop-downs to select the appropriate loan period for each of your resource types.
    Loan Period drop-downs for resources in template tree.

    Note: By default, resource types inherit their loan period from the resource types above them in the tree. You can change any of the loan periods.

  4. Click Save.