Polaris SelfCheck Blocking Conditions Dialog

To open this dialog:
In Polaris Administration, select Parameters > SelfCheck Unit > Polaris SelfCheck: Blocking conditions.

Use the Polaris SelfCheck Blocking Conditions dialog box to set circulation blocks on transactions at Polaris ExpressCheck workstations, and on patron checkouts through Polaris API. These blocks can differ from those set for SIP self-check units, staff client transactions, and renewals from PAC. For more information, see the Polaris ExpressCheck Administration Guide.

• Set patron blocks - The Patron Blocks tab lists conditions related to the patron record. Select those that should block transactions at a Polaris self-check workstation:
  • Free text blocks - Blocks transactions by patrons whose records contain free-text blocks.
  • Money owed - Blocks transactions by patrons whose total charges are greater than a specified amount. If you select this option, also select either Over 2nd level fine amount, or Over. The 2nd level fine amount is the value designated for the patron’s registered branch in the Patron/Material Type Loan Limit Blocks policy table. If you select Over, type a threshold amount.
  • Collection agency blocks - Blocks transactions by patrons whose accounts are in collection.
  • Verify borrower blocks - Blocks transactions by patrons whose records require staff to verify the patron’s identity.
  • Address check date in the past - Blocks transactions by patrons whose records require staff to verify the patron’s address.
  • At least... lost items - Blocks transactions by patrons who have one or more lost items. If you select this option, set the number of lost items that activates the block.
  • Library assigned blocks list - Select any library-assigned blocks on a patron record that should prevent a patron from doing Polaris self check transactions. The options available in this list are those defined in the Patron Blocks policy table for the organization.
  • Patron codes - Select any patron codes that should be prevented from doing Polaris self-check transactions.
• Set item blocks - The Item Blocks tab lists conditions related to the item record. Select those that should block transactions at a Polaris self-check workstation:
  • Has a free text block - Prevents an item with a free-text block from being checked out or renewed through self check.
  • Is held for a different patron - Prevents an item from being checked out if the item has a status of Held for a patron other than the circulating patron. (If you permit the checkout, the previous request is re-activated.)
  • Fills a request for a different patron - Prevents an item from being checked out if the item fills a hold request for a patron other than the circulating patron. (If you permit the check-out, the request is maintained as is.)
  • Is checked out to a different patron - Prevents an item from being checked out if the item is already checked out to a patron other than the circulating patron.
  • Is from another library - Prevents an item from being checked out if the item’s assigned branch is different from the Polaris SelfCheck station’s parent branch.
  • Is a renewal - Determines if the Polaris API endpoint ItemCheckoutPost continues the check-out process when an item is a renewal. Libraries might disable this option to prevent renewals when the patron leaves an item on or near the RFID scanner.
  • Block on item status - Select the status descriptions, such as Binding or Lost, that should prevent an item from being checked out or renewed through self-check.
  • Library-assigned blocks - Select any library-assigned blocks on an item record that should prevent the item from being checked out or renewed through self-check. You can select these item blocks at the branch level only. The options available in this list are those defined in the Item Block Descriptions database table for the branch.
  • Charge for check-out - When an item’s assigned branch has set charges for checkout and/or renewal on this type of item, these settings determine whether the transaction can take place through self-check. Select Check out and charge the patron account to allow the transaction. Select Stop item check-out, display message to block the transaction and direct the patron to the circulation desk. For more information about checkout and renewal charges, see Charging for Checkout and Renewal.