Due Date Calculation - BiblioTECH Library System

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Due Date Calculation

Support > FAQs (for Librarians)
BiblioTECH Circulation uses three distinct methods to determine a Due Date

Forced Due Date
When this is active, the selected date is used as the Due Date.
  • This overrides all other Due Date calculation methods.
  • You need a high level password to activate the option

Period Loans
In Resource Manager, each resource can be assigned a "Loan Mode"
- the options are Year, Semester, Term or Normal.  (
default = Normal)
When a resource which is being loaned and it has a Loan Mode of Year, the Due Date will be the "Year Due Date" which is set via the Circulation Options menu.
Semester and Term loans are actioned in the same way.

Normal Loans
Generally, this is the mode used for the majority of resources.
When loaning a resource, the Due Date is calculated using settings from Circulation, Resource Manager, Patron Manager and System Utilites.

Limit Due Date  (LDD)
There is Global LDD which applies to all loans. Additionally, each Level and Group can be assigned a separate LDD.
When you select a Patron in Circulation, the system will check the Global LDD entry and lookup the LDD settings in the Patron's assigned Level and Group.  
Whichever of the three LDDs is the earliest will be used as the Patron's effective LDD.
  • After selecting a Patron in Loans, the Global LDD and the Patron's effective LDD will be displayed just under their name.
  • If the effective LDD is "in the past", the Patron will not be allowed further loans
  • If a calculated Due Date is after the effective LDD, then the Due Date will revert to the effective LDD.

Maximum Loans Days  (MaxDays)
Each Resource, Patron, Level and Group can be assigned a MaxDays value. Resources, Patrons and Levels can have a value of "Not Set" However, Groups are always assigned a set value.
When a resource is selected to be Loaned, BiblioTECH will check the MaxDays entries in the order Resource --> Patron --> Level --> Group for the FIRST entry that is set. That value is used, the others are ignored.

The LDD and MaxDays entries for
  • Resources is managed via Resource Manager
  • Patrons, Levels and Groups are managed via Patron Manager
  • The Global LDD is managed via Circulation (under the Options menu)

Calender
BiblioTECH allows you to specify which days are 'working' and will automatically roll a Due Date forward if the calculated Due Date falls on a non-working day.
In System Utilities, you can adjust the calender to advise which days are library working days. In general, you should adjust the calender based on the Patron's perspective and not that of the library staff. (ie in a school, you would set a Pupil Free Day as non-working)

How a Due Date is Calculated
The following procedure is used for 'normal' loans
  • Determine the MaxDays value that applies and add it to "today's date"
  • Check if this is after the effective Limit Due Date
  • If so, use the effective Limit Due Date
  • Check the Calender, if the Due Date falls on a non-working day, roll forward to the first working day after the Due Date.

Examples

John Smith[ Level : 20    Group : Staff ]

Effective LDD :  12 Dec 2016

Effective MaxDays : 999 (from Level 20)


Loan on 1 Sept 2016
Initial Due Date -->  1 Sept 2016 + 999 -->  28 May 2019
LDD check :   This is after 12 Dec 2016  --> use 12 Dec 2016
Calendar Check --> 12 Dec 2016 is a Monday (working Day) so OK
Due Date --> 12 Dec 2016


Mary Jones
[ Level : 3    Group : 34A ]

Effective LDD :  12 Dec 2016

Effective MaxDays : 7 (from Level 3)


Loan on 1 Sept 2016
Initial Due Date -->  1 Sept 2016 + 7 -->  8 Sept 2016
LDD check :   This is before 12 Dec 2016  --> so is OK
Calendar Check --> 8 Sept 2016 is a Thursday (working Day) so OK
Due Date --> 8 Sept 2016


Loan on 25 Oct 2016
Initial Due Date -->  25 Oct 2016 + 7 -->  1 Nov 2016
LDD check :   This is before 12 Dec 2016  --> so is OK
Calendar Check --> 1 Nov 2016 is a Tuesday (NON-working  : Cup Day) so roll forward
Due Date --> 2 Nov 2016
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