Lending process

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Terms for checking out materials are configured in Lending process.

The Lending process defines the terms for checking out materials from a Wise library. It is possible to offer double lending periods foritems, those terms are also defined in the Lending process.

Create a new Lending process

In Wise configuration manager, go to Products and services > Policies > Policy Configuration > Lending process.
Click Open next to your library organization.
Click New at the top of the screen.
Provide information for the Lending process fields.
Click Ok to save.

Lending process fields

Field name

Definition

Policy table

Lending processes are configured per the Policy table. This field is automatically filled.

Lending process

A unique 2-digit code for referring to this Lending process in the Policy table.

Volume

The number of volumes making up an item is configured for each item. A line can be created in the lending process for different volumes. By default, an item consists of one volume and the lending process is applied to one volume. If a different value must be applied to one of the sections of the lending process for a volume, a separate line must be used.

Valid from
Valid up to and including

The period in which a line is valid must be included. Multiple periods can be stated per method/volume. The periods do have to line up and cannot overlap.

Description

A text definition of the lending process.

Single lending period (days)
Double lending period (days)

Standard lending period, in days, for a single or double period.

Single renewal period (days)
Double renewal period (days)

Standard renewal period in days for a single or double period.

Renewal process

Select an option for applying a renewal period:

Option

Description

V - Renewal date

When an item is renewed prior to the due date, the renewal period begins on the date the item is renewed.

For example, if the current date is 9/16 and an item has a renewal period of 14 days, the new due date would be 9/30 if it is renewed on the current date.

I - Return date

When an item is renewed prior to the due date, the item's new renewal period will be counted as of the original due date

For example, if the current date is 9/16 and an item has a renewal period of 14 days. The item is due on 10/1. After renewing on the current date, the new due date will be 10/15.

Note: If this option is selected, Wise will check to see if the original due date has passed. If so, overdue fines will be charged, and then the new due date is updated based on the current date.

Single lending period (minutes)

Double lending period (minutes)

Standard lending period, in minutes, for a single or double period.

Single renewal period (minutes)

Double renewal period (minutes)

Standard renewal period, in minutes, for a single or double period.

Return time before closing (minutes)

How long, in minutes, before the library closes must the item be returned.

Lending fee, single checkout
Lending fee, double checkout

Amount, in cents, for borrowing an item for a single or double lending period.

Lending fee, single renewal
Lending fee, double renewal

Amount, in cents, for borrowing an item for a single or double renewal period.

Punch card punches, single checkout
Double checkout punches

Not for use in US libraries.

Punch card punches, single renewal
Punch card punches, double

Not for use in US libraries.

Lending fees period

Lending fees per XX days. To apply a lending fee each time, populate this field with 00.

Punch type

Not for use in US libraries.

Minimum age

The minimum age at which this material type can be checked out.

Example: If adult customers are not allowed to check out children's materials, enter 99. Create another Loan method for adults, in which children's materials are set at 99.

Free from xx days

Enter the number of days. When borrowing or renewing, the system will check whether this item has been checked out longer than the stated number of days. If so, no fees are charged. This option is intended for staff accounts.