Help, how to topics > Equipment/Tool Database Options > How to define loan due date period, item limits, borrower limits, loan rules?


Check in/out due date period, item limits, borrower limits:


If you do not define the rule the equipment/tool manager will use default loan period and default maximum number of items.

You can add rules that will overwrite the default setting. In this case there is a rule: If borrower is Temporary then she/he is allowed to check out maximum 1 power tool for 14 days.



Rule sample: Temporary borrowers are allowed to check out maximum 2 Precision Tools for 1 day.


equipment loan rules, due date, quantity limits, override default rules

You can add rules that will override the default setting. In this case there is a rule: If borrower is a Teacher then she/he is allowed to check out maximum 10 DVDs for 30 days.


Equipment Library loan rule sample: teachers are allowed to check out maximum 10 books for 60 days.


how to set fixed due date mode

To use a specific due date for checked out items select Date in the Default Due Date Mode. Enter your fixed due date into the Default Due Date box.

You can override the fixed due date by defining a new loan rule.

Use fixed due date setting in the following situations: items should be returned at the end of the semester, at the end of school year, at the end of the course, at the end of the project.




We offer Handy Library Manager application for libraries that includes the same setup functionality. In addition, you can find more how-to and sample topics in the Handy Library-Setup-Options help section.

 library software packages (included with handy e-t software):

school library
church library
non-profit org. library
business library
community library
small public library

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