Set up your library and locations

  • admin
Last updated: 14-08-2024

Consortium model

RERO ILS works with a consortial model with 3 levels:

  1. Organization: may include one or more libraries (e.g. Réseau valaisan des bibliothèques)
  2. Library: with one or more locations (e.g. Médiathèque Valais Sion)
  3. Location: represents a physical space where items are kept (e.g. a room, a floor, a specific storage, etc.).

The Admin menu allows a system librarian to adjust various parameters at different consortial levels according to their permissions.

Edit my library

Descriptive data

Name, identifier code and contact details (postal address, e-mail, code) for the library, as well as communication language.

Locations

A location represents a physical space where items are kept (e.g. a room, a floor, a specific storage, etc.).

Field Description
Is online location An online location is defined for online items (e-books, etc.). When external content (e-books, e-audios, etc.) is integrated, it is automatically assigned to this location, which is unique within each library.
Is pickup location A pick-up location corresponds to one or more circulation desks within a library, where patrons can pick up their requests. The defined name appears in the public and professional interfaces when the pick-up location is selected in the request process.
Is ILL pickup location Indicates whether the location can be selected as the pick-up location when requesting an interlibrary loan. The defined name appears in the public and professional interfaces when the pick-up location is selected in the ILL request process.
Allow request If this setting is Disabled, requests will not be possible on items from this location, even if the circulation policy allows it. If enabled, they will be possible unless prohibited by the circulation policy.
Send notification This allows you to define an address for "Request" notifications on items in this location. If no location-specific address is required, define it at library level.
Restrict pickup to This makes it possible to specify a list of authorized pick-up locations for requests on items from this location. If enabled, patrons will not be able to request these items in locations that are not in the list.

Opening hours and exceptions dates (vacations and public holidays)

  • Loans' due dates are calculated to always correspond to open days.
  • When a closed exception day is added, the due dates of current loans will be adjusted so that they do not fall on a library closed day.
  • Late fees do not increase on closed days.
  • If there are multiple exceptions for the same day or period, they will all be considered, in the order in which they were encoded.

Notification settings

A specific e-mail address can be defined for each type of notification. If no e-mail is defined, the notification will not be sent.

For more details, see Circulation notifications

Acquisition settings

Contain the library's delivery and invoicing addresses for vendors. They are used when generating order and claim notifications.

Separate information can be entered under Serial acquisition settings if two different people manage standard acquisitions and periodicals respectively for the same library.

  • Shipping information:
    • This data must be entered in order to send an order from this library.
    • The defined e-mail address can be used as an internal recipient when sending the order.

Rollover settings

For more details, see Budget > Rollover

  • Transfer with allocated amount (default): On budget rollover, the library's accounts/orders/lines will be transferred to the new budget with their currently allocated amounts. These can be modified after the rollover.
  • No transfer: During rollover, accounts/orders/lines linked to the budget will be deactivated without being transferred, and will therefore have to be recreated.

Manage serial issues | Set up circulation policies