Material Type Codes Overview

overview, polaris, shared-ext-housekeep

Wes Osborn

Material type codes allow libraries to identify items that should follow some of the same circulation rules. Generally, they are named so they identify the items that are being assigned the material type code (book, video, periodical, etc.) Each item record is required to have one material type code assigned to it.

Polaris uses material type codes to:

The loan and hold limits for each material type code can be different per patron code. For instance, some libraries limit checkout for video material type codes for minors, but don’t limit them for adults. You can also use this report if you have a specific patron and item barcode you’d like to check. If you need help interpreting either report, please open a HelpDesk ticket.

Below is an example of material type codes in Polaris System Administration. This illustrates how material type codes are separated by patron code, and also shows the total limits for that patron code at the top.

Note: Material type codes do NOT control the loan period or fine amount for an item. These are controlled separately by Loan Period Codes and Fine Codes.

Material Type Groups

Material type groups are used to collect several individual material types under one Material type group and then apply CKO limit rules to the group in addition to limits for the individual material types. The lower valued setting, either the individual material type limit or the group limit will always be enforced.

For example, a Material Type Group called Video has a loan limit of 10 for the Patron Code Full Access and contains the following material type codes:

  • Video G (Checkout limit of 5; for the Patron Code Full Access)
  • Video PG (Checkout limit of 5; for the Patron Code Full Access)
  • Video PG-13 (Checkout limit of 15; for the Patron Code Full Access)
  • Video R (Checkout limit of 15; for the Patron Code Full Access)

In this example, the patron code Full Access would be limited to 10 checkouts for any combination of the above material types, including Video PG-13 and Video R. However, they would only be able to checkout 5 Video G items. The lower individual material type limit still applies, even though the group setting is 10 items.

Material type groups canNOT be configured to apply to HOLD limits.

If you want to review your Material Type Groups, please use this report.

Below is an example of a Material Type Group setup. In this example, Full Access patrons at this library are limited to a total of 4 of any combination of Video G, Video PG, Video PG-13, and Video R material types.

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