Circulation policies and setting dependencies

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Find an overview of each of the policies within the WMS Circulation module and how it relates to other settings in Service Configuration.

The following table provides an overview of each policy within the WMS Circulation module and how it relates to other settings in Service Configuration.

Circulation Policy	Used to	Depends upon	Used in
Accruing Fines Policy	Determine if accruing fines and fees should be included in a patron's outstanding bill value limit	Applies to all patron types that have an Outstanding Bill Value Limit set in their Patron Type Policy
Additional Patron Notifications	Select the automatic email receipt sent to patrons when items are checked in and/or checked out, renewed, or the due date is changed.	Notification Policies
Bill Reasons	Set reasons for billing a patron		Bill Structures ILL Settings Long Overdue and Lost Policies SIP2 Configuration Manual billing in WorldShare Circulation
Bill Structures	Manage fixed and periodic bills	Bill Reasons	Hold Fulfillment Policy Hold Request Policy Long Overdue and Lost Policies Loan Policy Notification Policies
Circulation Receipts	Customize circulation receipts
Default Locations	Set the default location for a free text hold request	Holding Code, as set on the Holding Codes Translation Table screen. Shelving Location, as set on the Holding Codes Translation Table screen.
Deleted Items	Set a retention period for deleted items	OCLC recommends retaining deleted items for a minimum of two weeks.
Display Patron Information	Determine how to display patron notes and patron expiry warnings
Group Payment Policy	Determine which institutions in your group can accept payment and waive bills for your patrons
History	Determine if the system will store transaction history and for how long
Hold Fulfillment Policy	Determine how long items stay on the hold shelf	Bill Structures Notification Policies	Hold Fulfillment Policy Map
Hold Fulfillment Policy Map	Apply hold fulfillment policies to patron types and items	Hold Fulfillment Policy Holding Code, as set on the Holding Codes Translation Table screen. Patron Type Policy Material Format* Shelving Location, as set on the Holding Codes Translation Table screen.
Hold Fulfillment Preferences (only applicable to WMS libraries with group aware)	Determine if your library's patrons will be preferred over patrons from other libraries within your group
Hold Limit Matrix	Apply hold limit policies to patron types and material format	Hold Limit Policy Material Format* Patron Type Policy
Hold Limit Policy	Limit the number of items patrons can place on hold		Hold Limit Matrix
Hold Priority	Set hold priorities based upon format and patron type	Material Format* Patron type, as set on the Institution Borrower Categories screen in the WMS Institution module.
Hold Request Policy	Set how long hold requests remain active in the system	Bill Structures Notification Policies	Hold Request Policy Map
Hold Request Policy Map	Apply hold request policies to patron types and material formats	Hold Request Policy Material Format* Patron Type Policy
Holds To Review Policy	For a hold to qualify for review, there must be a corresponding Holds To Review policy in place when the hold is created.		Hold Request Policy Map
ILL Settings	Use to configure WorldShare Circulation integration with Tipasa. Also use to configure ZFL-Server integration.	Follow steps as outlined in Set up Integration.
Loan Limit Matrix	Apply loan limit policies to patron types and items	Holding Code, as set on the Holding Codes Translation Table screen. Material Format* Loan Limit Policy Patron Type Policy Shelving Location, as set on the Holding Codes Translation Table screen.
Loan Limit Policy	Limit patron accounts based on items on loan, total value of loans, and times a loan can be renewed		Loan Limit Matrix
Loan Policy	Set loan periods for patrons	Bill Structures Notification Policies Open Hours	Loan Policy Map
Loan Policy Map	Apply loan policies and long overdue and lost policies to patron types and items	Holding Code, as set on the Holding Codes Translation Table screen. Loan Policy Long Overdue and Lost Policies Material Format* Patron Type Policy Shelving Location, as set on the Holding Codes Translation Table screen.
Collection Type Policy	Configure item availability, hold fulfillment availability, reshelving period, and in processing status for items based on their location	Holding Code, as set on the Holding Codes Translation Table screen. Material Format* Shelving Location, as set on the Holding Codes Translation Table screen.
Long Overdue and Lost Policies	Determine when items become long overdue or lost for billing purposes	Bill Reasons Bill Structures Replacement Costs	Loan Policy Map
Notification Policies	Configure notifications and when to send them		Additional Patron Notifications Hold Fulfillment Policy Hold Request Policy Loan Policy Patron Type Policy Scheduling Policy
Offline Client	Download the Offline Circulation client, which allows you to perform circulation transactions when WorldShare Circulation is not available	Holding Code, as set on the Holding Codes Translation Table screen. WMS NCIP Service WSKey
Override Credentials	Reset user passwords	Credentials created for your library by OCLC.
Patron Type Policy	Set patron limits for each patron type	Institution Borrower Categories Notification Policies	Hold Fulfillment Policy Map Hold Limit Matrix Hold Request Policy Map Loan Limit Matrix Loan Policy Map Scheduling Policy Map
Payment Methods	Set accepted billing payment methods		SIP2 Configuration Manual billing in WorldShare Circulation
POS Printer Preferences	Download the POS (point of sale) printer application and set your port number
Replacement Costs	Set default replacements costs for material formats		Long Overdue and Lost Policies
Room Configuration	Create rooms to use with the Room Scheduling component
Scheduling Policy	Set scheduling periods for items	Notification Policies	Scheduling Policy Map
Scheduling Policy Map	Apply scheduling policies to patron type and items	Holding Code, as set on the Holding Codes Translation Table screen. Material Format* Patron Type Policy Scheduling Policy Shelving Location, as set on the Holding Codes Translation Table screen.
SIP2 Configuration	Specify the settings for your SIP2 client (such as a self checkout machine)		External integration
SIP2 Custom Messages	Customize SIP2 messages		External integration
SIP2 IP Addresses	Register the IP addresses of your SIP2 clients for communication with the server		External integration
UI Preferences	Set if a staff alert will display when items with lost, missing, claimed never had, or claimed returned statuses are checked in
UI Tax Policy	Control the display of tax values on bills in patron accounts	You must select auto calculate tax on the Bill Reasons screen for tax to be included in bills. Tax rate, as set on the Currency and Locale screen in the WorldCat Registry module.

* Material format is defined in an item's WorldCat record. For more information, see Material Type Names and Codes to determine how the WorldCat record provides material format.