Which Library's Settings Determine Polaris Calculations (Consortium Circulation)

Created by Matt Hammermeister, Modified on Wed, 3 Aug, 2022 at 3:56 PM by Matt Hammermeister

In a consortium, it can often be difficult to determine which library's settings govern certain aspects of check-out and renewal transactions: the patron's home library, the item's owning library, or the library that is performing the transaction.


In Pinnacle, these scenarios have been set:


  • Due Date Calculation - The Check-Out branch.  (See How Polaris Calculates Due Dates (Loan Periods))
    • Used for checkouts and renewals that occur via the ILS
  • Fine Calculation - The Check-In branch (See How Polaris Calculates Fines)
    • Used for check-ins and renewals that occur via the ILS
  • Patron Blocks - The Transacting Branch
    • Blocks that occur at Checkout/Renewal
  • Lost Item Recovery - The Lending Branch
    • When a "Lost" item is checked in


In general, the transacting branch is used for most settings as that is the most consistent option. It does mean that some items can have different due dates / charge different fines based on where the transaction occurs.

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