CIRCULATION ADMINISTRATION

Chapter 8. SETTING CIRCULATION OPTIONS

   

 

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Setting Circulation Options

To specify Circulation Options:

• From the Circ Admin menu, select Circulation Options.
  • The Circulation Options screen displays.
• Enter, edit or select General options for the following parameters:
  • Email Server Address (e.g., 100.100.100.1) (text box) – Enter the address of your library’s email server.
  • First Month of Fiscal Year for Reports (drop-down menu) – Indicates the first month of your library’s fiscal year; select the appropriate month, January through December. For example, if your library’s fiscal year begins on October 1 and ends on September 30, select October from the menu.
  • Circ Reports – Email Checkboxes on by Default (drop-down menu) – Indicates whether or not the Email Notification when Complete and Email Report when Complete checkboxes on Scheduling Option screens in the Circulation Reports module are selected by default; select Yes (Email Notification when Complete and Email Report when Complete checkboxes are selected by default) or No (Email Notification when Complete and Email Report when Complete checkboxes are not selected by default).
  • Is Multi-Branch Library (drop-down menu) – Indicates whether or not the system is configured as a multi-branch library; select Yes (the system is configured as a multi-branch library) or No (the system is not configured as a multi-branch library).
  • User Registration - Default State (drop-down menu) – Specifies the default value for the State / Province field on the Add a User Account form (accessed through the Circulation or User Administration module); select the desired State or Province.
  • Item Barcode Template Constant Leading Digits (text box) – Specifies the constant leading digits in item barcodes for your system to support item lookup by partial barcode; enter the item barcode leading digits (less any trailing zeroes) as appropriate.

    If you do not wish to implement item lookup by partial barcode functionality, leave the Item Barcode Template Constant Leading Digits text box blank.

  • Item Barcode Template Total Length (text box) – Specifies the total length of item barcodes for your system to support item lookup by partial barcode; enter the item barcode total length as appropriate.

    If you do not wish to implement item lookup by partial barcode functionality, leave the Item Barcode Template Total Length text box blank.

  • Patron Barcode Template Constant Leading Digits (text box) – Specifies the constant leading digits in patron barcodes for your system to support patron lookup by partial barcode; enter the patron barcode leading digits (less any trailing zeroes) as appropriate.

    If you do not wish to implement patron lookup by partial barcode functionality, leave the Patron Barcode Template Constant Leading Digits text box blank.

  • Patron Barcode Template Total Length (text box) – Specifies the total length of patron barcodes for your system to support patron lookup by partial barcode; enter the patron barcode total length as appropriate.

    If you do not wish to implement patron lookup by partial barcode functionality, leave the Patron Barcode Template Total Length text box blank.

  • Locally Defined Field 1 to display on Patron Summary (drop-down menu) – Specifies the first locally defined field in a patron’s user record to be displayed on the Summary page of the Patron Status, Checkout & Reserves screen; select the desired option.

    The Locally Defined Field 1 to display on Patron Summary menu lists all active locally defined fields for your library (see the User Administration User Guide for more information).

  • Locally Defined Field 2 to display on Patron Summary (drop-down menu) – Specifies the second locally defined field in a patron’s user record to be displayed on the Summary page of the Patron Status, Checkout & Reserves screen; select the desired option.

    The Locally Defined Field 2 to display on Patron Summary menu lists all active locally defined fields for your library (see the User Administration User Guide for more information).

• Enter, edit or select Search (OPAC) options for the following parameters:
  • Number of Locations to Display in Full Record (text box) – Specifies the maximum number of Locations shown on a Full Record Display. Enter the desired value.

    If the number of locations attached to a given record is greater than the value specified, a link is provided to view all Locations associated with the record.

  • Display of Status for Item Checked Out in OPAC (drop-down menu) – Determines the message displayed in the Locations – Status field for checked out items. Select Checked Out or Due Date (displays the date on which the item is due) as desired.
  • Circulation status to use for item to be returned ‘soon’ (drop-down menu) – Specifies the status to be displayed in the Search interface for items due for return to the library within the Number of days to be considered ‘soon.’ Enter the desired status.
  • Number of days to be considered ‘soon’ (drop-down menu) – Specifies the number of days remaining until an item is due for return to be considered due ‘soon.’ The status shown in the Search interface for items that fall within this period is determined by the Circulation status to use for item to be returned ‘soon’ option. Enter the desired number of days.
  • Display Number of Reserves to Patrons (drop-down menu) – Determines whether or not the number of reserves currently placed against a title is displayed in search results to library patrons on Continuous Brief Browse Lists and Full Record Display – Where to Find It pages; select Yes (the number of reserves is displayed) or No (the number of reserves is not displayed), as desired.
  • Show Item Barcode on Where to Find It Display - Full Record (drop-down menu) – Determines whether or not item barcodes will be shown in Location information on Full Record Displays in the Search interface; select Yes (item barcodes will be shown) or No (item barcodes will not be shown), as desired.
• Enter, edit or select Checkout, Checkin, and Status options for the following parameters:
  • Enable Audible Warning Signals (drop-down menu) – Determines whether or not an audible warning signal sounds when a patron warning screen is displayed; select Yes (the audible warning signal is enabled) or No (the audible warning signal is not enabled), as desired.

    A workstation MUST be configured with a sound card and internal or external speaker to utilize the audible warning feature.

  • Display Previous User Name on Circ Screen (drop-down menu) – Determines whether or not the barcode and user name of the previous patron is shown on the Patron Status, Checkout & Reserves Search screen; select Yes (previous user name is displayed) or No (previous user name is not displayed), as desired.
  • Allow Patron Proxies (drop-down menu) – Determines whether or not “proxies” may be defined to act on behalf of a given patron in the performance of circulation-related activities; select Yes (patron proxies are allowed) or No (patron proxies are not allowed), as desired.
  • Allow Auto Renew (drop-down menu) – Determines whether or not active checkouts are automatically renewed by the system on the item due date; select Yes (checkouts are automatically renewed by the system) or No (checkouts are not automatically renewed by the system), as desired.

    When the Allow Auto Renew option is set to Yes, active checkouts are automatically renewed by the system on the item due date EXCEPT in cases where the library's Renewal Limits would be exceeded by the renewal, there are outstanding holds for the title (or item level holds for the specific item), or the patron's library card would expire prior to the calculated renewal due date.

  • Hide Previous Checkout History from staff on Patron Record (drop-down menu) – Determines whether or not patron checkout history can be viewed from the Patron History page of the Patron Status, Checkout & Reserves screen using the Previously Checked Out function; select Yes (the Previously Checked Out link is suppressed, and patron checkout history cannot be viewed) or No (the Previously Checked Out link is displayed, and patron checkout history can be viewed), as desired.

    The Previously Checked Out link is available on the Patron History page only when the Hide Previous Checkout History from staff on Patron Record parameter is set to No, AND the currently active patron has enabled checkout history functionality (see the Search User Guide for more information).

  • Store and search previous patron barcodes (drop-down menu) – Determines whether or not the system will store previous barcodes (up to 10) with a patron’s User Record; select Yes (previous barcodes are stored with a patron’s User Record) or No (previous barcodes are not stored with a patron’s User Record), as desired. When this feature is enabled, a patron can be located from the Patron Status, Checkout & Reserves screen using a current barcode or any prior barcode associated with the patron.
  • Patron expiration date warning period (text box) – Establishes the number of days prior to a patron’s expiration date than an “expiration warning” will be displayed for the patron in the Circulation module (for library staff), and in the Search module (for library patrons following successful login); enter the desired number of days.
  • Default Patron expiration Period or Date (text box) – Specifies the default Expiration Date applied by the system when adding a new user through Circulation or User Administration. The date may be entered as a number of days following the date on which the User Record is added (recommended method), or as a fixed date. Enter the desired value.

    The Default Patron expiration Period or Date value is also used to determine the period of time by which a patron’s Expiration Date is extended when using the Update Exp Date function during Patron Edit (see the Circulation User Guide for more information).

    When entering the Default Patron expiration Period or Date as a fixed date, enter the date using the format “MM/DD/YYYY,” including slashes.

  • Hard Block Override password (text box) – Specifies the password to be used when overriding a "hard block" to a patron's borrowing privileges during checkout.
  • Patron Password MUST be numeric (drop-down menu) – Indicates whether or not a patron’s password is limited to numeric characters only; select Yes (patron passwords MUST contain numeric characters only) or No (patron passwords may contain any combination of alphabetic and numeric characters, and the underscore "_" character), as desired. When Yes is selected, notifications are provided when adding and editing patron user records to indicate that the Password or PIN must contain numeric characters only.
  • Patron Registration: Pre-Overdue Default Selection (drop-down menu) – Determines the default selection for the Receive pre-overdues menu on the Add a User Account form accessed using the Add a User function the User Administration Module or using the New Patron function from the Patron Status, Checkout & Reserves screen in the Circulation module; select Yes (the default selection for the Receive pre-overdues menu is Yes) or No (the default selection for the Receive pre-overdues menu is No), as desired.
  • Number of last checkout patrons to show in item status (text box) – Determines the number of patrons shown in the Last Check Out Patron field when viewing item status. Enter the desired value.

    When a value greater than 1 is entered, the name of the last patron to check out the item is shown in the Last Check Out Patron field, along with a View Prior Checkouts link that provides access to a list of additional “check out” patrons (up to the value specified).

  • Show previously checked out items (drop-down menu) – Determines whether or not the Previously Checked out Items field is included on the Patron Check Out, Status & Reserves screen in the Circulation module; select Yes (previously checked out items are included) or No (previously checked out items are not included), as desired.
  • Circulation Title Display Order (drop-down menu) – Determines the order in which items are listed in the Items Out and Reserved Items fields on the Patron Checkout, Status & Reserves screen; select Title (items are listed alphabetically by title) or Date (items are listed chronologically by Date), as desired.
  • Renew item from current date (drop-down menu) – Indicates whether the renewal period will be calculated from the date on which the renewal is transacted or from the original due date; select Yes (renewal period is calculated from renewal transaction date) or No (renewal period is calculated from original due date), as desired.
  • Warn staff when renewing item on reserve for someone else (drop-down menu) – Indicates whether or not the system provides audible and visual alerts when renewing the load period for an item with active “soft” reserves from the Items Out page of the Patron Status, Checkout & Reserves screen; select Yes (audible and visual alerts are provided) or No (audible and visual alerts are not provided), as desired.
  • Hourly Checkout Time Zone Adjustment (text box) – Specifies the number of hours difference between the time zone in which your library is located and the Pacific Time Zone. For time zones east of the Pacific Time Zone, enter the number of hours as a positive number (+2 for example). For time zones west of the Pacific Time Zone, enter the number of hours as a negative number (-1 for example).

    The Hourly Checkout Time Zone Adjustment option is intended for use with ASP systems only. For local “standalone” systems, enter “0” as the value for the Hourly Checkout Time Zone Adjustment option.

  • Allow Automatic Check In of Items (drop-down menu) – In the event a new check out transaction is attempted for an item with a current status of “Checked Out”, determines if the item may be “checked in” automatically during the current check out transaction or if a “check in” transaction for the item must be performed before the new “check out” transaction can be completed; select Yes (check in can be performed automatically during the current check out transaction) or No (item must be checked in prior to performing a new checkout transaction), as desired.
  • Time period Reserve will auto-expire if not filled (text box / drop-down menu) – Determines the length of time after which an active reserve will be deleted if it has not been filled. The time period may be entered in Days, Weeks or Months. Select the desired increment from the dropdown menu, and enter the desired value in the text box.
  • Number of days to cancel Reserve if not picked up (text box) – Determines the number of days after which a “checkout reserve” will be deleted if it has not been picked up by the patron. Enter the desired number of days.
  • Number of days to display expired Reserves (text box) – Determines the number of days for which expired reserves continue to display in the Reserved Items field on the Patron Status & Checkout screen (for library staff) and the My Circulation Status screen (for library patrons). Enter the desired number of days.
  • Extend reserve pickup days (print notices only) (text box) – When printing Reserve Pickup Notices for transmission to patrons by mail (see the Circulation Reports User Guide for details) specifies the number of days by which the default "on hold until" date will be offset (moved forward) to ensure sufficient time for the notice to be received by the patron; enter the desired number of days.
  • Automatically assign reserve to next patron in line (drop-down menu) – Indicates whether or not a canceled or expired reserve item will be automatically reserved for checkout for the next patron holding a reserve for the item; select Yes (item will be automatically reserved for the next patron upon checkin) or No (item will not be automatically reserved for the next patron upon checkin), as desired.
  • Assign Expired Reserve Status (drop-down menu) – Determines whether or not a list of expired reserves is available through the Reserves – View Expired Item Reserve function in the Circulation module (see the Circulation User Guide for details); select Yes (a list of expired reserves is available through the Reserves – View Expired Item Reserve function) or No (a list of expired reserves is not available through the Reserves – View Expired Item Reserve function), as desired.

    The status for expired reserves remains at Reserve for Checkout until the staff member checks in the item.

    When Assign Expired Reserve Status is set to No, the system displays an advisory message indicating that expired reserves functionality has not been configured when the Reserves – View Expired Item Reserve function is selected.

    If the Automatically assign reserve to next patron in line option is set to Yes, the Cancelled Hard Reserves, Cancelled Hard Reserves Not Emailed, and the New Hard Reserves Receipts reports are not generated by the system. Each expired reserve item must be checked in to have it move to the next patron in line (or made available if no outstanding reserves exist).

  • Automatically notify next patron in line for Reserve (drop-down menu) – When the Automatically assign reserve to next patron in line parameter is set to Yes, determines whether or not a notification email is automatically sent to the next patron for whom the item is reserved; select Yes (email will be sent automatically) or No (email will not be sent automatically), as desired.

    Setting Automatically notify next patron in line for Reserve to No will not affect the ability to print reserve receipts.

  • Run Reserves with Available Items report at midnight (drop-down menu) – Determines whether or not the Reserves with Available Items report is automatically run during midnight processing; select Yes (report will be run automatically) or No (report will not be run automatically), as desired.
  • Include Item Barcodes on Reserves with Available Copies Display (drop-down menu) – Determines whether or not item barcodes are shown on the Reserves with Available Copies screen; select Yes or No, as desired.
  • Enhanced Reserves With Available Copies Filtering (multi-branch libraries) (drop-down menu) – Determines whether or not enhanced filtering is enabled for the Reserves with Available Copies list in the Circulation module; select Yes (enhanced filtering for the Reserves with Available Copies list is enabled) or No (enhanced filtering for the Reserves with Available Copies list is not enabled), as desired.

    When enabled, in cases where an active reserves exists for a given patron and copies of the title are currently available at multiple libraries, if a copy of the title is currently available at the patrons preferred pickup location, the reserve will display in the Reserves with Available Copies list at the patron’s preferred pickup location only, and not in the lists for any other holding library.

  • Allow Staff to Reserve CILL Items (drop-down menu) – Determines whether or not library staff may place reserves for items obtained through interlibrary loan; select Yes (staff can place reserves for ILL items) or No (staff cannot place reserves for ILL items), as desired.

    Patrons are always prohibited from placing reserves for items obtained through interlibrary loan.

  • Allow Staff Reserve Notes (drop-down menu) – Determines whether or not Reserves Notes functionality is available to library staff when submitting and processing reserves; select Yes (Reserve Notes functionality is available to library staff) or No (Reserve Notes functionality is not available to library staff), as desired.

    You can configure the system to send an email to a specified email address whenever a Reserve Note is added or updated.

  • Free for All In Transit Reserve Fulfillment (drop-down menu) – Determines whether or not a library checking in an item with active reserves that is owned by another library can fulfill the reserve without first returning the item to the owning library; select Yes or No, as desired.
  • Show Reserve Loc in OPAC (drop-down menu) – Determines the value displayed in the Locations field on Brief Browse Lists and Full Record Displays for items with a status of Reserve for Checkout; select Yes (the Location field shows the current location (holding shelf library) of the item) or No (the Location field shows the temporary location of the item), as desired.

    The Location field for items of all other statuses shows the current location of the item regardless of the value selected for the Show Reserve Loc in OPAC parameter.

  • Activate Fixed Due Dates (drop-down menu) – When enabled, allows libraries to configure a “fixed” due date (that overrides the “calculated” due date based on currently established Circulation Parameters) for checkout transactions; select Yes (“fixed” due date functionality is enabled) or No (“fixed” due date functionality is disabled), as desired.
  • Sound Alert when Brief record is returned – When enabled, an audible alert tone sounds when an item associated with a brief bibliographic is checked in; select Yes (audible alert functionality is enabled) or No (audible alert functionality is disabled), as desired.
  • Activate Carts at Checkin (drop-down menu) – Provides support for the use of “shelving carts” at checkin. When enabled, checked in items are given a status of “Available,” and the item location is appended with a specified notation (such as “On Shelving Cart”). The notation is removed automatically by the system after a specified number of days. Select Yes (“shelving cart” functionality is enabled) or No (“shelving cart” functionality is disabled), as desired.
  • Include expire date on patron reserve pickup notice (drop-down menu) – Determines whether or not the reserve expiration date is included on reserve pickup notices; select Yes (the reserve expiration date is included) or No (the reserve expiration date is not included), as desired.
  • Staff Reserve Slips: Include printed date (drop-down menu) – Determines whether or not the date on which Reserve Slip was printed will be included on the Reserve Pickup Slip; select Yes (the reserve expiration date is included) or No (the reserve expiration date is not included), as desired.

    This option applies to Reserve Pickup Slips (printed at the Circulation desk for insertion in the reserved item) and not to Reserve Pickup Notices supplied to the patron.

  • Staff Reserve Slips: Include email address (drop-down menu) – Determines whether or not the email address of the patron for whom the item is being reserved will be included on the Reserve Pickup Slip; select Yes (the patrons email address is included) or No (the patron’s email address is not included), as desired.

    This option applies to Reserve Pickup Slips (printed at the Circulation desk for insertion in the reserved item) and not to Reserve Pickup Notices supplied to the patron.

  • Staff Reserve Slips: Include patron reserve notes (drop-down menu) – Determines whether or not the patron reserve notes will be included on the Reserve Pickup Slip; select Yes (reserve notes are included) or No (reserve notes are not included), as desired.

    This option applies to Reserve Pickup Slips (printed at the Circulation desk for insertion in the reserved item) and not to Reserve Pickup Notices supplied to the patron.

  • Staff Reserve Slips: Include Locally Defined Field (drop-down menu) – Specifies the locally defined field in a patron’s user record to be included on the Reserve Pickup Slip; select No (a locally defined field will not be included on the Reserve Pickup Slip) or select desired option.

    The Staff Reserve Slips: Include Locally Defined Field menu lists all active locally defined fields for your library (see the User Administration User Guide for more information).

  • Staff Reserve Slips: Include Patron Category (drop-down menu) – Determines whether or not the Patron Category to which the patron is assigned will be included on the Reserve Pickup Slip; select Yes (Patron Category is included) or No (Patron Category is not included), as desired.
  • Number of days to before Cart status removed (text box) – When Activate Carts at Checkin is enabled, determines the number of days for which the specified “shelving cart” notation is appended to the item location; enter the desired number of days.
  • Cart Message Display in OPAC (text box) – When Activate Carts at Checkin is enabled, indicates the notation to be appended to the item location for items placed on “shelving carts;” enter the desired text.

    The Cart Message Display in OPAC can be a maximum of 64 characters, including spaces.

  • Allow Override of All Exceptions at Checkin (drop-down menu) – Indicates whether or not item exceptions that would normally prevent checkin of a given item (prevent item status from being set to Available) will be automatically overridden at checkout; select Yes (item exceptions are automatically overridden at checkin; item status is set to Available) or No (item exceptions are not automatically overridden at checkin; item status remains unchanged).
  • Allow Override of All Exceptions at Checkout (drop-down menu) – Indicates whether or not item exceptions that would normally prevent checkout of a given item can be overridden at checkout; select Yes (item exceptions can be overridden at checkout) or No (item exceptions cannot be overridden at checkout).
  • Checkout Limit by Home Location (drop-down menu) – Indicates whether Checkout Limits are taken from the patron's Home Location or the location at which the checkout transaction occurs when determining if a given checkout will exceed specified limits; select Yes (Checkout Limits for the patrons Home Location are used) or No (Checkout Limits for the location at which the checkout transaction occurs are used), as desired.
  • Allow Reserve Transfer at Checkout (drop-down menu) – Indicates whether items with a status of Reserve In Transit and Reserve for Checkout can be selectively checked out to a patron other than the patron for whom the item was reserved; select Yes (Reserve In Transit and Reserve for Checkout status can be selectively overridden during checkout) or No (Reserve In Transit and Reserve for Checkout status cannot be selectively overridden during checkout), as desired.
  • Hide Patron Names/Barcodes on Reserves with Available Copies Screen (drop-down menu) – Determines whether or not patron names and barcodes will be shown in the Reserves with Available Copies screen; select Yes (patron names and barcodes will be shown) or No (patron names and barcodes will not be shown), as desired.
  • Allow Self-check (SIP2) users to check out unfilled reserve items (drop-down menu) – Determines whether or not self-check (SIP2) users may perform self-checkout of items for which unfilled reserves exist; select Yes (self-check users may check out items for which unfilled reserves exist) or No (self-check users may not check out items for which unfilled reserves exist), as desired.
  • Number of days item in-transit before flagging in report (text box) – Specifies the number of days an item may remain "in transit" (without being checked in by the destination library) before being flagged as Overdue in the In Transit Items reports available through the Circulation module (see the Circulation User Guide for details); enter the desired number of days.

    If you do not wish "in transit" items to be flagged as Overdue in the In Transit Items reports, enter "0" in the Number of days item in-transit before flagging in report text box.

  • Route Check-ins to Temporary Location (Multi-branch libraries) (drop-down menu) – Determines whether an item is routed to its Current Location or Permanent Location (as defined by the Item Record) upon check-in; select Yes (item is routed to its Current Location on check-in) or No (item is routed to its Permanent Location on check-in), as desired.
  • In Transit Receipt Extra Space (in inches) (drop-down menu) – Determines the amount of extra space to be added at the end of printed In Transit Reserve Receipts; 0 in., 1 in., 2 in., 3 in. or 4 in.
  • Reserve Pickup Slip – include phone # (drop down menu) – Determines whether or not patron phone numbers will be included on Reserve Pickup Slips; select Yes (phone numbers will be included) or No (phone numbers will not be included), as desired.
  • Circ Statistics Item Location report - Subtotal by User's Home Library (drop down menu) – Determines whether or not the Item Location report (available through the Statistics module) will include subtotals by the user’s Home Location; select Yes (the Item Location report will include subtotals by the user’s Home Location) or No (the Item Location report will not include subtotals by the user’s Home Location), as desired.
  • Overnight processing: create Checkout Reserves for Pickup Report (drop down menu) – Determines whether or not the system-generated Checkout Reserves for Pickup report (available through the Statistics module) will be produced during midnight processing; select Yes (the Checkout Reserves for Pickup report will be produced during midnight processing) or No (the Checkout Reserves for Pickup report will not be produced during midnight processing), as desired.
  • Overnight processing: create Cancelled Soft Reserves Report (drop down menu) – Determines whether or not the system-generated Cancelled Soft Reserves report (available through the Statistics module) will be produced during midnight processing; select Yes (the Cancelled Soft Reserves report will be produced during midnight processing) or No (the Cancelled Soft Reserves report will not be produced during midnight processing), as desired.
  • Hide Found Lost Item screen at Checkin – Credit All but Overdues (drop-down menu) – Indicates whether or not the Patron Found Book screen is displayed when an item declared as Lost or Claimed Returned is checked in; select Yes (the Patron Found Book screen is displayed when an item declared as Lost or Claimed Returned is checked in) or No (the Patron Found Book screen is not displayed when an item declared as Lost or Claimed Returned is checked in), as desired.

    When the Hide Found Lost Item screen at Checkin – Credit All but Overdues option is set to Yes and a Lost or Claimed Returned item is checked in, the system automatically applies credits for all fines and fees assessed against the item except for Overdue fines.

  • Apply Overdue Fines for Lost Items at Check In or when Found (drop-down menu) – Determines the time at which, during Lost Item processing, overdue fines are applied against the item; select Yes (overdue fines are not calculated or assessed against a Lost item until it is checked in or declared as Found from the Patron Checkout, Status & Reserves screen) or No (overdue fines are calculated and assessed when the item is declared Lost), as desired.

    The system will NEVER automatically apply a credit for overdue fines.

    IMPORTANT! When the Apply Overdue Fines for Lost Items at Check In or when Found is changed from No to Yes, an advisory dialog displays the message “Turning this option on will prevent overdue fines from being calculated when an item is marked lost. Existing overdue fines on lost items will be retained and applied in the event the item is later found.” Fines for these items will not be recalculated in the event the option is later set to No. Click the OK button to change the value for the option from No to Yes. Click the Cancel button to leave the value for the option set to No.

    IMPORTANT! When the Apply Overdue Fines for Lost Items at Check In or when Found is changed from Yes to No, an advisory dialog displays the message “Turning this option off will calculate overdue fines at the time the item is marked lost. Items previously marked lost while this option was on may have a current overdue calculation of zero and will not recalculate overdue fines when found.” Fines for these items will not be recalculated in the event the option is later set to Yes. Click the OK button to change the value for the option from Yes to No. Click the Cancel button to leave the value for the option set to Yes.

• Enter, edit or select Receipts Management options for the following parameters:
  • Enable Emailing of Checkout Receipts (drop-down menu) – Indicates whether or not the Email Receipts option is available on the Checkout page of the Patron Status, Checkout & Reserves screen; select Yes (the Email Receipts option is available) or No (the Email Receipts option is not available), as desired.

  • Activate Receipt option in Circulation (drop-down menu) – Determines whether or not the Receipt option is available during item check out and whether receipt printing is performed automatically or on demand; select from the following options, as desired:

    Automatic (No Prompt) – Receipt printing is performed automatically at the conclusion of a transaction using the default printer for the workstation

    Automatic (With Prompt) – Receipt printing is performed automatically at the conclusion of a transaction; user is prompted to select the desired printer

    On Demand (No Prompt) – Receipt printing is performed on demand (when the Receipt button is selected) using the default printer for the workstation

    On Demand (With Prompt) – Receipt printing is performed on demand (when the Receipt button is selected), user is prompted to select the desired printer

    No – Receipt printing is not available
  • Include Phone Number on Receipt (drop-down menu) – Indicates whether or not the patron’s phone number (taken from the Patron Record) will be included on all system-generated receipts (checkout receipt, fines/fees receipt, etc.); select Yes (phone number will be included on receipts) or No (phone number will not be included on receipts), as desired.
  • Print Patron name on Receipt (drop-down menu) – Indicates whether or not the patron’s name (taken from the Patron Record) will be included on all system-generated receipts (checkout receipt, fines/fees receipt, etc.); select Yes (patron name will be included on receipts) or No (patron name will not be included on receipts), as desired.
  • Include Items Reserved for pickup on Receipt (drop-down menu) – Indicates whether or not checkout receipts printed from the Patron Status, Checkout & Reserves screen will include an “Items Reserved for Pickup” section listing all items currently on “Checkout Reserve” for the associated patron; select Yes (“Items Reserved for Pickup” section will be included) or No (“Items Reserved for Pickup” section will not be included), as desired.
  • Print Patron barcode on Receipt (drop-down menu) – Indicates whether or not the patron’s barcode (taken from the Patron Record) will be included on all system-generated receipts (checkout receipt, fines/fees receipt, etc.); select Yes (patron barcode will be included on receipts) or No (patron barcode will not be included on receipts), as desired.
  • Include Checked-out items on Receipt (drop-down menu) – Indicates whether or not previously checked out items will be included on system-generated receipts printed from the Checkout page of the Patron Checkout, Status & Reserves screen (checkout receipt, fines/fees receipt, etc.); select Yes (items checked out during the current session and previously checked out items will be included on receipts) or No (only items checked out during the current session will be included on receipts), as desired.
  • Show Total Amount Paid on Fines Receipt (drop-down menu) – Indicates whether or not the total amount paid by a patron will be included on Fines Receipts generated by the system; select Yes (total amount paid will be included on Fines Receipts) or No (total amount paid will not be included on Fines Receipts), as desired.
  • On payment receipts, include items out (drop-down menu) – Indicates whether or not currently checked out items (including Lost and/or Claimed Returned items) will be included on system-generated Payment Receipts printed from the Fines History screen; select Yes (currently checked out items will be included on Payment receipts) or No (currently checked out items will not be included on Payment receipts), as desired.
  • Include lost or claims returned on receipt checked out items (drop-down menu) – Indicates whether or not Lost and/or Claimed Returned items will be included on Checkout receipts from the Checkout page of the Patron Checkout, Status & Reserves screen; select Yes (Lost and/or Claimed Returned items will be included on receipts) or No (Lost and/or Claimed Returned items will not be included on receipts), as desired.
  • Abbreviate Receipt Printing (drop-down menu) – Indicates whether all printed receipts will include full bibliographic information (complete title, author, barcode and due date on four lines) or abbreviated bibliographic information (45 characters of title, barcode and due date on two lines); select Yes (receipt will include abbreviated bibliographic information) or No (receipt will include full bibliographic information), as desired.
  • Include Reserved items on Receipt (drop-down menu) – Indicates whether or not currently reserved items will be included on system-generated receipts printed from the Checkout page of the Patron Checkout, Status & Reserves screen (checkout receipt, fines/fees receipt, etc.); select Yes (reserved items will be included on receipts) or No (reserved items will not be included on receipts), as desired.
  • Include unpaid balance on receipt (drop-down menu) – Indicates whether or not receipts printed from the Circulation module will include the patron’s unpaid fines/fees balance; select Yes (unpaid balance will be included on receipts) or No (unpaid balance will not be included on receipts), as desired.
  • Automatically print Hold In Transit Slips (drop-down menu) – Indicates whether or not Hold In Transit slips will be printed automatically or on demand when a “hold in transit” item is checked in; select Yes (Hold In Transit slips will be printed automatically) or No (Hold In Transit slips will not be printed automatically), as desired.
  • Automatically print In Transit Slips (drop-down menu) – Indicates whether or not In Transit slips will be printed automatically or on demand when an “in transit” item is checked in; select Yes (In Transit slips will be printed automatically) or No (Hold In Transit Slips will not be printed automatically), as desired.
• Enter, edit or select Patron Self-Renewals and Self-Reserves options for the following parameters:
  • Allow library to specify which reserve shelf to use (drop-down menu) – Determines whether or not the Reserve Shelf to Use menu is available on the Define Pickup Locations screen; select Yes (the Reserve Shelf to Use menu is available) or No (the Reserve Shelf to Use menu is not available), as desired.

    When the Allow library to specify which reserve shelf to use option is set from No to Yes, an advisory dialog displays the message "Setting this option to 'YES' requires selection of a Reserve Shelf to Use within the function Define Pickup Locations. Please also configure a Reserve Shelf to Use when setting this option." You must use the Define Pickup Locations function to edit all existing Pickup Locations to assign the appropriate Reserve Shelf to Use (see Defining Pickup Locations for details). Depending on library requirements, it may also be necessary to create a “Circulation Desk Reserve Location” for selection as the Reserve Shelf to Use.

  • Block patron self-renewal for items on Reserve (drop-down menu) – When the Allow patron self-renewal in OPAC option is set to Yes, determines whether or not a patron is allowed to renew the loan for an item for which an active Reserve currently exists; select Yes (patron cannot renew the loan for an item with an active Reserve) or No (patron can renew the loan for an item with an active Reserve), as desired.

    In certain cases, when the Block patron self-renewal for items on Reserve parameter is set to Yes and a sufficient number of items suitable for filling active reserve(s) are currently available, patrons are not blocked from self-renewal.

  • Allow Patron Self Reserve (drop-down menu) – Determines whether or not reserves can be placed by patrons through the Search module, and (when enabled) whether such reserves are “mediated” or “un-mediated;” select Mediated, Un-Mediated or No, as desired.
  • Allow Patrons to Delete Reserves (drop-down menu) – Determines whether or not the Delete option is available to patrons through the My Circulation Status function; select Yes (Delete option is available to patrons) or No (Delete option is not available to patrons), as desired.
  • Reserve Notification from Address (text box) – Enter the email address from which correspondence to patrons generated from within the VERSO system (such as responses to mediated patron Reserves) will originate (for example: jsmith@library.org).
  • Account Status Email Subject (text box) – Specifies the text shown in the Subject line of all Circulation Status emails; enter the desired text.
  • Allow Patron Reserve Notes (drop-down menu) – Determines whether or not patrons can add notes to reserves; select Yes (patrons can add notes to reserves) or No (patrons cannot add notes to reserves), as desired.

    You can configure the system to send an email to a specified email address whenever a Reserve Note is added or updated.

  • Block reserves if this library does not own (drop-down menu) – Determines whether or not “soft” reserves can be placed for items not owned by the library; select Yes (“soft” reserves can be placed for items not owned by the library) or No (“soft” reserves cannot be placed for items not owned by the library), as desired.
  • Allow patron self-renewal in OPAC (drop-down menu) – Determines whether or not the Renew option is available to patrons when viewing Items Out (current checkouts) using the My Circulation Status feature from the My Account screen; select Yes (the Renew option is available) or No (the Renew option is not available), as desired.
  • Prevent holds if Checkout Limit is 0 or blank (drop-down menu) – Determines whether or not a patron will be prevented from placing a hold for an item if one or more established checkout limits of “0” would prevent the patron from checking out the item; select Yes (a patron will be prevented from placing holds under the specified conditions) or No (a patron will not be prevented from placing holds under the specified conditions), as desired.
  • Reserve Any Item (title level hold) checkbox default "ON" (drop-down menu) – Determines the default state for the Reserve Any Item checkbox on the Reserve a Title screen displayed by selecting a Place Hold button from a Brief Browse List or Full Record Display in the Search interface; select Yes (the Reserve Any Item checkbox is selected by default) or No (the Reserve Any Item checkbox is not selected by default), as desired.
  • Allow Reserve at Item Level (drop-down menu) – Determines whether or not the reserves may be placed for a specific item; select Yes (reserves may be placed for specific items) or No (reserves may not be placed for specific items), as desired.
  • Allow Blocked Patrons to Login (drop-down menu) – Determines whether or not patron's that have been blocked (either manually by library staff or automatically by the system when a specified “hard block” limit has been exceeded) can access the system with limited privileges (as configured below); select Yes ("blocked" patrons can access the system with limited privileges) or No ("blocked" patrons cannot access the system), as desired.
  • Blocked Patrons Can Renew Items (drop-down menu) – If the Allow Blocked Patrons to Login option is set to Yes, determines whether or not "blocked" patrons can renew currently checked out items; select Yes ("blocked" patrons can renew items) or No ("blocked" patrons cannot renew items), as desired.

    If the Allow Blocked Patrons to Login option is set to No, the Blocked Patrons Can Renew Items option is unavailable.

  • Blocked Patrons Can Place Reserves (drop-down menu) – If the Allow Blocked Patrons to Login option is set to Yes, determines whether or not "blocked" patrons can place reserves; select Yes ("blocked" patrons can place reserves) or No ("blocked" patrons cannot place reserves), as desired.

    If the Allow Blocked Patrons to Login option is set to No, the Blocked Patrons Can Place Reserves option is unavailable.

  • Allow patrons to place holds on Lost/Missing items (drop-down menu) – Determines whether or not reserves can be placed for “lost” or “missing” items (items with a status of Lost, Missing, Patron Lost or Claimed Returned); select Yes (reserves can be placed for “lost” items) or No (reserves cannot be placed for “lost” items), as desired.
  • Blocked Patrons Can Pay Fines (drop-down menu) – If the Allow Blocked Patrons to Login option is set to Yes, determines whether or not "blocked" patrons can pay fines; select Yes ("blocked" patrons can pay fines) or No ("blocked" patrons cannot pay fines), as desired.

    If the Allow Blocked Patrons to Login option is set to No, the Blocked Patrons Can Pay Fines option is unavailable.

• Enter, edit or select Email Account Notification options for the following parameters:
  • Allow Email Notification of User Record (drop-down menu) – Determines whether or not patrons may receive weekly Circulation Status notification via email; select Yes (Circulation Status notification via email is supported) or No (Circulation Status notification via email is not supported), as desired.

    When Yes is selected, if a patron’s Circulation Status shows no active checkouts, reserves, or warnings (overdues, outstanding fines or fees, lost items), Circulation Status will not be sent to the patron.

• Enter, edit or select Fines and Fees options for the following parameters:
  • Add item cost to lost book fee (drop-down menu) – Indicates whether or not the cost of the item (taken from the Item record) will be added to any accrued fines when an item is declared “lost”; select Yes (item cost will be added to accrued fines when an item is declared lost) or No (item cost will not be added to accrued fines when an item is declared lost), as desired.
  • Show Amount Tendered / Change Calculator popup in Fines and Fees (drop-down menu) – Indicates whether or not the change calculator is displayed when processing fines and fees payment transactions through the Circulation module; select Yes (change calculator will be displayed when processing fines/fees transactions) or No (change calculator will not be displayed when processing fines/fees transactions), as desired.
  • Limit fines to item record cost field (drop-down menu) – Indicates whether or not fines for lost or overdue items will continue to accrue beyond the item cost specified in the Item Record; select Yes (fines will be limited to specified item cost) or No (fines will continue to accrue beyond specified item cost), as desired.
  • Allow E-Payment for Fines (drop-down menu) – Determines whether or not the Fines/Fees Transaction and My Account screens offer patrons the option of paying library fines and fees electronically (via PayPal or other supported vendor); select Yes (e-payment of fines/fees is available) or No (e-payment of fines/fees is not available), as desired.
  • E-Payment Processing Vendor (drop-down menu) – Specifies the vendor that provides e-payment processing services for your library; if your library does not offer the option of paying library fines and fees electronically, select None.
  • PayPal Email Account (text box) – If your library uses PayPal as its e-payment processing vendor, enter your library's PayPal e-mail account address.
  • SmartPay URL (text box) – For libraries that offer Smart Pay as a patron payment option, shows the Uniform Resource Locator (URL) for the library’s Smart Pay account; enter the appropriate URL.
  • Prompt for E-Payment at (e.g. $10) (text box) – Determines the minimum accrued fines/fees amount at which e-payment is available (patrons with accrued fines/fees less than the amount specified are not offered the option of paying fines and fees electronically); you may enter the Prompt for E-Payment amount in whole dollars (e.g., 10) or in dollars and cents (e.g., 10.50).
  • E-Payment Processing Fee – Fixed per Transaction (text box) – Establishes the "fixed" processing fee applied to each e-payment transaction made by a patron; you may enter the E Payment Processing Fee – Fixed per Transaction amount in whole dollars (e.g., 1) or in dollars and cents (e.g., 1.50).

    The E-Payment Processing Fee – Fixed per Transaction may be used alone, or in conjunction with the E-Payment Processing Fee – Percentage per Transaction.

  • E-Payment Processing Fee – Percentage per Transaction (text box) – Establishes the "variable" processing fee applied to each e-payment transaction made by a patron as a "percentage" of the total amount paid; enter the desired percentage.

    The E-Payment Processing Fee – Percentage per Transaction may be used alone, or in conjunction with the E-Payment Processing Fee – Fixed per Transaction.

  • Number of days of fines history to display (text box) – Determines the number of days of Fines History to display by default on the Fines History screen; enter the desired number of days.

    The Fines History screen includes a link allowing access to complete fines history.

  • Assess Fines on Closed Dates (drop-down menu) – Indicates whether or not fines for overdue items will be assessed for days on which the library is closed; select Yes (fines will be assessed for days on which the library is closed) or No (fines will not be assessed for days on which the library is closed), as desired.
  • Tyler MUNIS export options (drop-down menu) – Indicates whether or not VERSO will facilitate export of patron financial transaction data to the MUNIS system (created by Tyler Cashiering); select Yes (export to the MUNIS system is supported) or No (export to the MUNIS system is not supported), as desired.

    When the Tyler MUNIS export options option is set to Yes, the Circulation Administration module includes additional parameters for Fee Setup (see SETTING FEES for more information ), and a Tyler MUNIS Accounting Export report is included in Circulation Reports (see the Circulation Reports User Guide for more information).

• Enter, edit or select Cataloging options for the following parameters:
  • Activate Add Items from circulation (drop-down menu) – Indicates whether or not the Record Not Found - Add new Title link is available during checkout on the Select Title List in the Circulation module; select Yes (Record Not Found - Add new Title link is available) or No (Record Not Found - Add new Title link is not available), as desired.
  • Last Barcode Printed (text box) – Shows the last barcode for which a barcode label was printed. This value should be manually edited only when necessary.
  • Auto Barcode Generation (drop-down menu) – Determines whether or not barcodes are automatically generated by the system when adding item records; select Yes (barcodes will be automatically generated by the system) or No (barcodes will not be automatically generated by the system), as desired.
  • Allow Barcode Edit in Item Status (drop-down menu) – Determines whether or not item barcodes may be edited through the Item Status function within the Circulation Module; select Yes (barcodes can be edited through Item Status) or No (barcodes cannot be edited through Item Status), as desired.
• Enter, edit or select Libraries with Multiple Printers at Circulation options for the following parameters:
  • Multiple circulation printers active (drop-down menu) – Indicates whether or not your library uses multiple printers (a receipt printer and a full-width printer) at the checkout desk; select Yes (your library does use multiple printers) or No (your library does not use multiple printers), as desired. Printer selection for printing In Transit Receipts and Reserves Receipts is made through the Checkin or Express Checkin screens in the Circulation Module (see the Circulation User Guide for details).
• Enter, edit or select Patron Registration Notification To Staff options for the following parameters:

  Patron Self Registration is an optional feature and may not be enabled for all systems (see the User Administration User Guide for more information).

  • Send emails to staff when patron self-registers – Determines whether or not notification is sent to a specified email address when a patron uses the Self Registration feature to create a user account; select Yes (email notification will be sent) or No (email notification will not be sent), as desired.
  • Add Staff Email address to receive emails – Shows the email address of the staff member who will receive notifications when patrons use the Self Registration feature to create a user account; enter the appropriate email address.
• Click the Submit button to save your changes to Circulation Options.
  • The screen refreshes to display your changes.

 

 

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