Home → Administration Manual for Libraries → Understanding Circulation Settings in Evergreen → Autorenewals
3.3. Autorenewals
Last Updated 10/30/2023
Autorenewals in Evergreen
- Introduction
Circulation policies in Evergreen can now be configured to automatically renew items checked out on patron accounts. Circulations will be renewed automatically and patrons will not need to log in to their OPAC accounts or ask library staff to renew materials.
Autorenewals are set in the Circulation Duration Rules, which allows this feature to be applied to selected circulation policies. Effectively, this makes autorenewals configurable by patron group, organizational unit or library, and circulation modifier.
Once created, a Circulation Duration Rule that includes autorenewals can then be applied to specific circulation policies.
Autorenewal Notices and Action Triggers
Two new action triggers have been added to Evergreen for use with autorenewals.
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Autorenew
- Uses the checkout.due hook to automatically renew circulations before they are due.
- Autorenewals will not occur if the item has holds, exceeds the maximum number of autorenewals allowed, or if the patron has been blocked from renewing items.
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AutorenewNotify
- Email notification to inform patrons when their materials are automatically renewed or, if they are not automatically renewed due to meeting one of the criteria listed above.
- This notice can also be configured as an SMS notification.
- This notice does not change or interact with the Courtesy Notice (Pre-due Notice) that is also available in Evergreen. Libraries should evaluate whether they want to use both Courtesy Notices and Autorenewal notices.
Sample of successful autorenewal notification:
Sample of blocked autorenewal notification:
Autorenewals in Patron Accounts
A new column called AutoRenewalsRemaining indicates how many autorenewals are available for a transaction.
Hard due dates
This feature allows you to specify a specific due date within your circulation policies. This is particularly useful for academic and school libraries, who may wish to make certain items due at the end of a semester or term. Libraries can establish whether they want items to only receive the due dates specified, regardless of when items would ordinarily be due. Or, libraries may choose to allow items to be due on or before the specified dates, simply not after. Each Hard Due Date can include multiple values. For example, specific due dates can be added for several semesters at one time.
After creating a hard due date and assigning it values, the NC Cardinal staff can apply it by adding it to a circulation policy.