Scheduling Policy

Create or edit scheduling policies

1. On the Scheduling Policies screen, click Create New, or click the Policy Name you want to edit.
2. On the Create New or Edit Policy screen, fill in the fields in the order below:
   • Policy Name: Name of the policy.
   • Pre-Schedule Embargo Period: Select the length of time for the embargo period that occurs before the scheduled item is checked out.
     • During the selected embargo period, the scheduled item cannot be checked out.
     • For scheduled items checked out before the embargo period, the Loan Period will shorten to accommodate the embargo period.
     • For example, if you select 5 days, then the scheduled item can only be checked out by another patron up until 5 days before the item is scheduled.
   • Post-Schedule Embargo Period: Select the length of time for the embargo period that occurs after the scheduled item has been returned.
     • During the selected embargo period, the scheduled item cannot be checked out.
     • For example, if you select 2 days, then the scheduled item can only be checked out by another patron once the item is returned and the 2 day period ends.
   • Automatic Recall Period: If the item is checked out, the amount of time before the item is scheduled that a recall notice will automatically be sent out.
   • Pull List Period: Amount of time before the item is scheduled that it should appear on the pull list.
   • Notifications (legacy): 
     • Cancel Schedule Notification Policy: Select the cancel schedule notification that will be sent to the patron. Create schedule expiry notifications on the Notification Policy screen.
     • Pickup Schedule Notification Policy: Select the pickup schedule that will be sent to the patron. Create schedule pickup notifications on the Notification Policy screen.
     • Placed Schedule Notification Policy: Select the place schedule notification that will be sent to the patron. Create schedule placed notifications on the Notification Policy screen.
   • Notifications (for more information on configuring Next-Generation Notifications, see Next-Generation Notifications overview): 
     • Schedule Request Confirmation: Select the Schedule Request Confirmation notification that will be sent to the patron. Refer to Schedule Request Confirmation for more information.
     • Schedule Request Expiration Confirmation: Select the Schedule Request Expiration Confirmation notification that will be sent to the patron. Refer to Schedule Request Expiration Confirmation for more information.
     •  Schedule Request Deletion Confirmation: Select the Schedule Request Deletion Confirmation notification that will be sent to the patron. Refer to Schedule Request Deletion Confirmation for more information.
     •  Fulfilled Schedule Notice: Select the Fulfilled Schedule Notice notification that will be sent to the patron. Refer to Fulfilled Schedule Notice for more information.
     •  Fulfilled Schedule Reminder: Select the Fulfilled Schedule Reminder notification that will be sent to the patron. Refer to Select the Fulfilled Schedule Reminder for more information.
     •  Fulfilled Schedule Expiration Confirmation: Select the Fulfilled Schedule Expiration Confirmation notification that will be sent to the patron. Refer to Fulfilled Schedule Expiration Confirmation for more information.
     •  Fulfilled Schedule Deletion Confirmation: Select the Fulfilled Schedule Deletion Confirmation notification that will be sent to the patron. Refer to Fulfilled Schedule Deletion Confirmation for more information.
3. Click Save.

Copy scheduling policies

1. Click the Policy Name you want to copy.
2. In the top right corner, click Copy. The copied policy appears.
3. Enter a policy name and edit any additional fields.
4. Click Save.

Delete scheduling policies

Policies cannot be deleted if they are in use.

1. Click the Policy Name you want to delete.
2. In the top right corner, click Delete.
3. On the Confirm window, click OK.

Related policies

Scheduling Policy depends upon:

• Notification Policies

Scheduling Policy is used in:

• Scheduling Policy Map