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CIRCULATION ADMINISTRATION

Chapter 8. SETTING CIRCULATION OPTIONS

   

 

Unique Management Setup

Some libraries utilize the services of Unique Management, Inc. for assistance in recovering overdue fines and fees from library patrons. For these libraries, VERSO automatically generates a nightly "UPDATE" report and a weekly "SUBMIT" report and forwards these reports to Unique Management, Inc. through File Transfer Protocol (FTP). The Unique Mgmt Setup feature lets you enter your library's Unique Management account information, and specify the criteria by which patrons are included in reports transmitted to Unique Management, Inc. for collection.

NOTE: Support for Unique Management, Inc. is optional and may not be enabled for all systems. Contact Auto-Graphics Technical Services for additional information.

To specify parameters for Unique Management support:

  1. From the Circ Admin menu, select Unique Mgmt Setup.
    • The Unique Management Configuration Menu screen displays.

Unique Management Configuration Menu Screen

Unique Management Configuration Menu Screen

  1. Enter or edit the parameters used to generate reports to Unique Management:
    • Enter the minimum dollar amount owed to qualify for inclusion in reports forwarded to Unique Management in the Minimum $$ owed qualify for sending to UM text box.
      • You may enter the Minimum $$ owed qualify for sending to UM amount in whole dollars (e.g., 10) or in dollars and cents (e.g., 10.50). DO NOT include the dollar sign "$" when entering the Minimum $$ owed qualify for sending to UM amount.
    • Use the Date Entry Calendar Date Entry Calendar icon (see the System Basics User Guide for details) associated with the Include fines charged after this date text box to specify the earliest date for which assessed fines and fees qualify for inclusion in reports forwarded to Unique Management.
    • Use the How long to wait after fine charged before sending to UM text box to specify the minimum number of days after which a fine is charged to qualify for inclusion in reports forwarded to Unique Management.
    • Use the Processing Fee to be added text box to be added to the total amount owed by each patron included in reports submitted to Unique Management.
      • You may enter the Processing Fee to be added amount in whole dollars (e.g., 10) or in dollars and cents (e.g., 10.50). DO NOT include the dollar sign "$" when entering the Processing Fee to be added amount.
    • Use the Enable Guardian Export checkbox to indicate whether or not you wish to include “guardian” information for juvenile patrons included in the report:
      • A checkmark checkmark indicates “guardian” information will be included in the report.
      • An empty checkbox checkbox indicates “guardian” information will not be included in the report.
      • Clicking the checkbox repeatedly will toggle it on and off.
    • If the Enable Guardian Export checkbox is selected:
      • Select the User Record field containing the “guardian” name from the Field to use Guardian Name menu.
      • Select the User Record field containing the “guardian” ID number from the Field to use for Guardian ID menu.
  2. Enter or edit you library's Unique Management account information.

    NOTE: DO NOT change any values in these fields unless directed to do so by Unique Management. Inc.

    • Enter the server name or IP address of the FTP server to which reports should be sent in the Secure FTP Server name or IP address text box.
    • Enter your library's login username for the FTP server specified above in the FTP Login username text box.
    • Enter your library's login password for the FTP server specified above in the FTP Login password text box.
  3. When all information has been entered, click the Update button to save your changes.
    • A confirmation dialog displays the message "Configuration saved !" Click the OK button to close the confirmation dialog.