Page 45 - M5 User Guide

Creating a New Patron Group

Circ Limits. On this page, customize the circulation quantity limits for the patron group. Specify the maximum
number of items for each type of transaction listed.
1. Select a circulation limit, i.e. number of items, for each limit type. To do so:
• Select the check box next to the desired limit type.

• In the list next to the limit type, select or enter a limit amount. Enter 0 if none of this type is

allowed.
• Repeat for each limit you want to set. If a limit is not selected, no limit is assigned, i.e. the

number of items is unlimited.
2. Click Apply to save your entries on this page, then click Circ Access in the side menu and proceed
to the next section.

Note: Depending on your permissions,
some of these options may be unavailable.

Circ Access. On this page, specify whether this patron group is allowed to access any circulation functions.
1. In the Access Circulation list, select Yes or No. If you select Yes, you can enable any available
function listed on the page by selecting the function. Functions are organized into five groups:
• Bibliographic Records – pertains to bibliographic record maintenance

• Patron Records – pertains to patron record maintenance

• Holding Records – pertains to holdings record maintenance

• Templates – pertains to template record maintenance

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