---
title: "Default Settings"
slug: "default-settings"
updated: 2022-11-17T18:51:25Z
published: 2022-11-17T18:51:25Z
canonical: "docs.surpass.cloud/default-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surpass.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Default Settings

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](/docs/patron-maintenance) and [Patron Import](/docs/patron-import-patrons) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) 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](/v1/docs/setting-patron-general) page.

### Circulation

[Class Circulation](/v1/docs/circulation-class) feature: **Disabled but Available** (requires Surpass Large Library or higher)