The Holiday Calendar provides a mechanism to prevent overdues in holiday breaks, and also control the Due dates at end of year for either ALL users or alternatively set different final Due dates for different year levels and/or Library Groups. They fall into several categories:
1. Setting end term Holiday breaks and Public holidays to allow loans to be due AFTER the End Due date of that Holiday.
2. Setting end of year return dates using the Holiday Calendar for ALL - this affects all loans and borrowers
3. Re-setting the end of year dates for EOY Holiday loans (after altering/removing the EOY line for Step 2)
4. Setting the EOY dates for Library Groups and/or Academic levels to create an independent expiry date for a Year level or Library group.
Note: it is essential to reset the calendar dates for the new year to avoid incorrectly set Due dates for the new year.
Configure > Holiday Calendar :
1. Setting Holiday breaks for End term loans and/or Public Holidays.
Entering the Holiday start and end dates for each End term holiday break allows the Due dates for holiday loans to be directed to the start of the new term. It also allows Public holidays to be passed over and loans to be due after the holiday. This reduces the number of unnecessary overdues. eg.
This Holiday calendar displays 2019 term holiday dates set with loans due AFTER the holiday period for each of three terms for all borrowers. Public Holidays are also included.
2. Setting end of year return dates for ALL using the Holiday Calendar
This scenario is generally used to prevent long term loans of textbook hire, class sets, teacher reference from spilling into the next year.
Note: These dates must be set before any long term loans are issued in order to be effective. They cannot take effect retrospectively except by using the Renew or Renew ALL button for each user in Issues. The alternative to setting EOY calendar dates would be to use the Common Due Date to set a Due date and issue all loans to that date for a patron or class of patrons.
For example, to ensure all loans of all types are due on the 13th December 2019, the following screenshot uses a Start Due date and End Due date and the option to make loans for ALL patrons due the day before the Start date.
The due date is changed to 13 Dec 2019 in accordance with the last line of your Holiday calendar which controls end of year loans and forces all loans due up to and including Dec 31 2019, to actually be due on 13th December 2019. eg.
2. Re-set the end of year return dates after the EOY due date has passed to :
After 14th December 2019 has passed, allow vacation borrowing with loans due between eg. 16th Dec 2019 - Jan 28th. 2020 to be due after 28th Jan 2020. ie on 29th Jan 2020.
Note: firstly remove the line controlling the End of year borrowing for the current year (2019) :
before adding the next line:
3. Using the Academic level and/or Library Groups to create a specific EOY expiry date rule
If you wish to set a different End loan date for different Academic levels and/or Groups, you may use the Holiday Calendar rules by Academic Level and/or Library Groups to provide different expiry dates for each.
This would normally be used for student levels which leave earlier than other years. eg. year 12, year 10, etc. or Staff groups which have long term loans which must be returned on in the same year as borrowed.
Peruse the sample calendar rules setup below and read up on the priority of rule assignation in the blue text on your Holiday Calendar screen..
End of year dates can also be reset when using the restrictive calendar above. Although this is tailored to prevent any long term loans spilling into 2020, once the Start dates have been passed, the rules may be revamped for the following EOY and Holiday borrowing rules added for the EOY school holiday in 2019.
Note: when following this pattern, it is important to re-instate the EOY rules for the next year's long term loans before any take place. Ignoring this will have Due dates set incorrectly - either too early or too late.
Re-set the end of year return dates after the EOY due date has passed to setup dates for the end of the coming year and allow loans to take place which will not be forced back to the current year's dates.
For example: the Staff group: edit the Staff line controlling the End of year borrowing for the current year (2019) to now reflect the end of the coming year (2020). this enables Staff to now borrow into 2020, but with the restriction in place to prevent those 365 day loans spilling into 2021 at any time.