Default Settings
- 17 Nov 2022
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Default Settings
- Updated on 17 Nov 2022
- 4 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
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When your Surpass Cloud library system is first deployed, we configure your Surpass Cloud system with various settings based on your type of library. These defaults are designed to help you get up and running quickly without having to set up everything from scratch. Of course, these are only our suggestions as a starting point, you are in control and can change any of these settings to fine tune Surpass Cloud for your library!
Note: There are many other settings throughout Surpass Cloud. This page focuses on those that are based on your library type.
School Library
Public Schools, Private Schools, School Textbook Repositories
Patron Types
K-12 patron types are designated as "student" patron types, meaning that they support automatic advancing to the next higher grade level using the Patron Maintenance and Patron Import features. They also have Lexile reading level ranges assigned to help students and educators locate resources in the OPAC.
| Type | Security Role | LexileLow | LexileHigh | Max On Loan |
|---|---|---|---|---|
| Pre-Kindergarten | Patron | 5 | ||
| Kindergarten | Patron | -120 | 0 | 5 |
| 1st Grade | Patron | -120 | 295 | 5 |
| 2nd Grade | Patron | 170 | 545 | 5 |
| 3rd Grade | Patron | 415 | 760 | 5 |
| 4th Grade | Patron | 635 | 950 | 5 |
| 5th Grade | Patron | 770 | 1080 | 5 |
| 6th Grade | Patron | 855 | 1165 | 5 |
| 7th Grade | Patron | 925 | 1235 | 5 |
| 8th Grade | Patron | 985 | 1295 | 5 |
| 9th Grade | Patron | 1040 | 1350 | 5 |
| 10th Grade | Patron | 1085 | 1400 | 5 |
| 11th Grade | Patron | 1130 | 1440 | 5 |
| 12th Grade | Patron | 1130 | 1440 | 5 |
| Parent | Patron | 5 | ||
| Teacher | Patron | No Limit | ||
| School Staff | Patron | No Limit | ||
| Library Staff | Library Staff | No Limit | ||
| Administrator | Library Admin | No Limit | ||
| Other | Patron | 5 | ||
| Inactive | None | 0 |
Patron Card Expiration Date
Disabled, but can be enabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Enabled (requires Surpass Large Library or higher)
Public Library
Patron Types
| Type | Security Role | Max On Loan |
|---|---|---|
| Preschool | Patron | 5 |
| Adult | Patron | 5 |
| Senior | Patron | 5 |
| Child | Patron | 5 |
| Patron | Patron | 5 |
| Volunteer | Patron | 5 |
| Friend | Patron | 5 |
| Member | Patron | 5 |
| Library Staff | Library Staff | No Limit |
| Administrator | Library Admin | No Limit |
| Other | Patron | 5 |
| Inactive | None | 0 |
Patron Card Expiration Date
Enabled, but can be disabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Disabled but Available (requires Surpass Large Library or higher)
Religious Congregational Library
Patron Types
| Type | Security Role | Max On Loan |
|---|---|---|
| Preschool | Patron | 5 |
| Adult | Patron | 5 |
| Senior | Patron | 5 |
| Child | Patron | 5 |
| Guest Adult | Patron | 5 |
| Guest Senior | Patron | 5 |
| Guest Child | Patron | 5 |
| Clergy | Patron | 5 |
| Guest Clergy | Patron | 5 |
| Member | Patron | 5 |
| Staff | Patron | 5 |
| Library Staff | Library Staff | No Limit |
| Administrator | Library Admin | No Limit |
| Other | Patron | 5 |
| Inactive | None | 0 |
Patron Card Expiration Date
Enabled, but can be disabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Disabled but Available (requires Surpass Large Library or higher)
University/College Library
Patron Types
| Type | Security Role | Max On Loan |
|---|---|---|
| Student | Patron | 5 |
| Volunteer | Patron | 5 |
| Staff | Patron | 5 |
| Library Staff | Library Staff | No Limit |
| Administrator | Library Admin | No Limit |
| Other | Patron | 5 |
| Inactive | None | 0 |
Patron Card Expiration Date
Enabled, but can be disabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Disabled but Available (requires Surpass Large Library or higher)
Museum Library
Patron Types
| Type | Security Role | Max On Loan |
|---|---|---|
| Adult | Patron | 5 |
| Senior | Patron | 5 |
| Child | Patron | 5 |
| Student | Patron | 5 |
| Volunteer | Patron | 5 |
| Friend | Patron | 5 |
| Member | Patron | 5 |
| Staff | Patron | 5 |
| Library Staff | Library Staff | No Limit |
| Administrator | Library Admin | No Limit |
| Other | Patron | 5 |
| Inactive | None | 0 |
Patron Card Expiration Date
Enabled, but can be disabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Disabled but Available (requires Surpass Large Library or higher)
Corporate Library
Patron Types
| Type | Security Role | Max On Loan |
|---|---|---|
| Full-Time Employee | Patron | 5 |
| Part-Time Employee | Patron | 5 |
| Manager | Patron | 5 |
| Executive | Patron | 5 |
| Director | Patron | 5 |
| Vice President | Patron | 5 |
| President | Patron | 5 |
| Board Member | Patron | 5 |
| Staff | Patron | 5 |
| Library Staff | Library Staff | No Limit |
| Administrator | Library Admin | No Limit |
| Other | Patron | 5 |
| Inactive | None | 0 |
Patron Card Expiration Date
Enabled, but can be disabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Disabled but Available (requires Surpass Large Library or higher)
Legal Library
Patron Types
| Type | Security Role | Max On Loan |
|---|---|---|
| Paralegal | Patron | 5 |
| Associate | Patron | 5 |
| Partner | Patron | 5 |
| Staff | Patron | 5 |
| Library Staff | Library Staff | No Limit |
| Administrator | Library Admin | No Limit |
| Other | Patron | 5 |
| Inactive | None | 0 |
Patron Card Expiration Date
Enabled, but can be disabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Disabled but Available (requires Surpass Large Library or higher)
Medical Library
Patron Types
| Type | Security Role | Max On Loan |
|---|---|---|
| Patron | Patron | 5 |
| Staff | Patron | 5 |
| Library Staff | Library Staff | No Limit |
| Administrator | Library Admin | No Limit |
| Other | Patron | 5 |
| Inactive | None | 0 |
Patron Card Expiration Date
Enabled, but can be disabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Disabled but Available (requires Surpass Large Library or higher)
Other/Special Library
Patron Types
| Type | Security Role | Max On Loan |
|---|---|---|
| Patron | Patron | 5 |
| Library Staff | Library Staff | No Limit |
| Administrator | Library Admin | No Limit |
| Other | Patron | 5 |
| Inactive | None | 0 |
Patron Card Expiration Date
Enabled, but can be disabled on the Setting : Patron : General page.
Circulation
Class Circulation feature: Disabled but Available (requires Surpass Large Library or higher)
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