Basic Training Manual - Library Automation Software

• Give the policy a Policy Name and a Policy Short code in the Policy Name field and thePolicy Short Code field and click on OK.• Work your way through each tab and the policy options on each tab making the selectionsyou want.• When finished, click on the Save button in the upper-right corner of the window.2. Give those persons on Staff policy a 28 days transaction period for items on Fiction policy,but limit them to only 4 items on that policy.To make exceptions to the policy for a particular policy:• Click on Edit on the menu bar and select System Preferences.• In the Circulations category, click on Policies. A Patron Policy is in the left pane and anItem Policy is in the right pane. Use the drop-down menus at the top-left and top-right tochange to a different policy for that pane. Have the patron policy for which the exceptionswill be made showing in the left pane and an item policy to which exceptions will be madefor that patron policy group showing in the right pane. (i.e. Staff on Patron Policy side andFiction on the Item Policy side).• Click on the Exceptions button in the top-middle of the window. When it turns red, click onthe tab(s) and then the field(s) where you want to make the exception(s) and fill in the newvalue.58 Alexandria 6.0.1 Basic Training Manual