Staff Client Help v7.3 - v8.0
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPpatacct/Block_and_Allow_Settings.htm">Open topic with navigation</a>
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<h1><a name="kanchor2592"></a>Block and Allow Settings for Associated Patrons </h1>
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<p>These settings appear in the Associations view of the Patron Status workform. Defaults for associated patrons are defined in Patron Services Administration. See: <a href="Set_defaults_pat_associations.htm">Set defaults for associated patron settings</a>.</p>
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<div class="NoteShade">
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<p><b>Notes:</b>
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</p>
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<ul>
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<li>
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<p>Your library might set the PAC profile <b>Patron access options</b> so patrons can view settings for associated patrons in their PAC accounts, see <a href="../../Public_Access_Admin/PDOPatAcc/Set_patron_associations_display_in_PAC.htm">Set patron associations display in PAC</a>.</p>
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</li>
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<li>
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<p>A patron cannot check out an ILL item on behalf of an associated patron; the requesting patron must check out the ILL item.</p>
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</li>
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</ul>
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<h2>Block Me Setting for Associated Patrons</h2>
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<p><a name="kanchor2593"></a><a name="IX_blocking_relationships"></a>When you create a new association for a patron (the parent or primary record), you can choose to block the parent or primary record at checkout and renewal when an associated secondary or child record is blocked at checkout. </p>
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<ul>
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<li>One primary record may be linked to multiple secondary records. If any of the secondary records are blocked, the primary record is blocked.</li>
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<li>One secondary record may be linked to multiple primary records. If the secondary record is blocked, all the linked primary records are blocked.</li>
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<li>Two primary records (Mom and Dad) may be linked to each other. If either is blocked, the other is blocked. Furthermore, a son may be linked to both Mom and Dad. Since all records are directly linked, if one is blocked, all will be blocked.</li>
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<li>Block checking is only one level deep. For example, instructor A and instructor C are both linked to student B. If B is blocked, A and C will both be blocked, because they each are one link away from B. But A will not be blocked if C is blocked because A is not directly linked to C.</li>
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</ul>
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<h2>Allow Me Setting for Associated Patrons</h2>
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<ul>
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<li>When you add an associated patron to a patron record and check the <b>Allow me to pick up holds for these patrons</b> checkbox, the primary patron whose record is displayed in the Patron Status workform can pick up held items for the associated patron. For primary patrons who are designated as allowed to pick up held items for other associated patrons, the following circulation processing occurs:</li>
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<li>
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<p>The primary patron can use his or her own library card to check out the items held for other associated patrons.</p>
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<ul>
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<li>When the primary patron checks out an item for an associated patron, the item is checked out to the current (primary) patron, not the associated patron for whom the hold was placed.</li>
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<li>For offline checkouts, when the primary patron checks out an item for an associated patron, the following message is included in the offline processing report: <b>This item satisfies a hold request for associated patron [barcode, last name, first name, middle initial]</b>.</li>
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<li>When the primary patron checks out an item for an associated patron using Polaris ExpressCheck (or a self-check unit that communicates via SIP or NCIP), the item is checked out to the primary patron without an additional message.</li>
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<li>The hold request is deleted from the associated patron’s account (except in the case where the request status Out to patron is enabled in Polaris Administration).</li>
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<li>The item history shows that the item was checked out to the current patron who is authorized to pick up holds for the associated patron.</li>
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<li>The item is added to the primary patron’s list of checked out items.</li>
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<li>All renewals, notices, overdues etc. are linked to the patron who checked out the item for the associated patron.</li>
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</ul>
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</li>
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</ul>
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<h2>Staff Client Check-Out and Renewal Processing</h2>
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<ul>
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<li>Associated patron blocking applies to check out from the Check Out workform, renewal from the Check Out workform, and renewal from the Patron Status workform - Items Out view. If associated patron blocking has been enabled and at least one patron record associated with the transacting patron is blocked, a dialog box is displayed showing the linked patrons and the type of block. The same conditions that would block the associated record directly during checkout will block the primary patron record checkout. The block dialog box lists each block on a separate line. Each entry in the Associated Patrons list is a link to the associated patron’s record.</li>
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<li>If one or more associated patrons are blocked for any reason that requires an override, both the permission to override the specific block and the permission <b>Override associated patron block: Allow</b> are required to continue check out. Transaction 9001 logs supervisor overrides for the <b>Override associated patron block</b> permission override</li>
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</ul>
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<h2><a name="XREF_59389_Adding_and_Editing"></a>Adding and Editing Associations</h2>
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<p>
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<p>Staff members use the Patron Status workform - Associations view to add or remove associations. When the staff member adds an association to a patron record, the Add Association dialog box includes the option <b>Block me if these patron records are blocked</b>. The open patron record is the primary record. When <b>Block me</b> is checked, it will be blocked when the newly associated record is blocked. The Patron Status workform - Associations view displays the list of associated patrons. A column indicates a blocking relationship. The Patron Status workform also offers a Tools menu option, <b>Check Associated Patron Blocks</b>. Staff can select this option to display a list of the blocks on the associated patrons’ records. </p>
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</p>
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<ul>
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<li><span class="FM_BulletHead">Merging Patron Records</span> - The “winning” patron record retains any associated patron links it already has, but the winning record is not affected by any links in the losing record.</li>
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<li><span class="FM_BulletHead">Deleting Patron Records</span> - When a patron record with associations is deleted, the link is removed from the associated records. A warning message displays with a breakable link, but there is no additional message if the linked patrons are blocked.</li>
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</ul>
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<h2>Offline Checkout</h2>
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<p>If a blocked associated patron is detected when offline check-out transactions are uploaded, a message is written to the upload log file. The message includes the associated patron name and barcode, and the block text. If the patron is blocked for more than one reason, each block is listed; if more than one patron is blocked, each is listed in a separate message.</p>
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<h2>PAC and Polaris ExpressCheck Check-out and Renewal</h2>
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<ul>
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<li>From PAC, the primary (parent) record is stopped from renewal if an associated patron record has exceeded the 2nd level fine amount as determined by the governing library for patron blocks, or if the associated patron record has exceeded the maximum overdue item limit as determined by the governing library for patron blocks.</li>
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<li>In Polaris ExpressCheck, the primary (parent) record is also stopped from checking out and renewal if an associated patron record has exceeded the 2nd level fine amount as determined by the governing library for patron blocks, or if the associated patron record has exceeded the maximum overdue item limit as determined by the governing library for patron blocks. A message is displayed, which can be edited in Polaris Language Editor (WebAdmin). For more information, see WebAdmin online help. The WebAdmin string IDs are as follows:<ul><li><span class="FM_BulletHead">Default header text</span> - <b>Polaris ExpressCheck - Associated Patron Blocks</b><br /> String ID <b>EC_TEXT_COURTESY_ASSOCIATED_ACCTBLOCKED_TITLE </b></li><li class="FM_Bullet"><span class="FM_BulletHead">Default message text</span> - <b>One or more records linked to your library registration is blocked. Click Show Details to see more information.<br /></b>String ID <b>EC_TEXT_COURTESY_ASSOCIATED_ACCTBLOCKED_MSG</b></li></ul></li>
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</ul>
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<h2>SIP Self-Check</h2>
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<p>A setting in the SelfCheck Unit parameter <b>Patron blocks</b> controls whether a patron is blocked at checkout when an associated patron has exceeded the 2nd level fine amount, or has exceeded the maximum overdue item limit as determined by the governing library for patron blocks. The parameter is available at the system, library, or branch level, and is set to <b>No</b> (do not block) by default. The system uses the setting of the workstation’s branch. See <a href="../PDPselfcheck/Set_SIP_self-check_parameters.htm">Set SIP self-check parameters</a>.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_65515_Charging_for"></a>Charging for Patron Registration</h1>
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<p><a name="kanchor1464"></a><a name="IX_overview_120"></a>If your library wants to charge registration fees to certain types of patrons, such as temporary, seasonal, or non-resident users, you can set up registration fees by patron code. The fee is applied automatically when patrons with the specified patron code register or renew their registrations, and their patron accounts are blocked until the fee is paid. Registration fees are applied according to the settings of the registration branch. </p>
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<p>See also:</p>
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<ul>
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<li><a href="#XREF_82716_Staff_Client">Staff Client Workflow</a>
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</li>
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<li><a href="#XREF_56123_Patron_Block">Patron Block for Registration Fee</a>
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</li>
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<li><a href="#XREF_29318_Expired">Expired Registration</a>
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</li>
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<li><a href="#XREF_88872_Offline_Workflow">Offline Workflow</a>
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</li>
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<li><a href="#XREF_51558_PAC_Registration">PAC Registration</a>
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</li>
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<li><a href="#XREF_32464_Polaris">Polaris ExpressCheck</a>
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</li>
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<li><a href="Set_patron_registration_fees.htm#XREF_64741_Set_patron">Set patron registration fees</a>
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</li>
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</ul>
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<h2><a name="TOC_Staff_Client_Workflow"></a><a name="XREF_82716_Staff_Client"></a>Staff Client Workflow</h2>
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<p>If a fee has been defined for the patron code, a Registration Fee dialog box appears when a staff member selects <b>Save</b> in the new patron record. The dialog box displays the amount of the fee and the following options:</p>
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<ul>
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<li><span class="FM_BulletHead">Pay</span> - The staff member must have the permission <b>Fines: Pay fines at circ</b> to accept payment for the registration fee. The Pay dialog box opens and displays all current payment methods, including credit card payments if the organization has implemented these. Partial payments are possible. If a fee is partially paid, a block is placed on the patron account (see <a href="#XREF_56123_Patron_Block">Patron Block for Registration Fee</a>). If the option to print a receipt was selected, a receipt prints. </li>
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<li><span class="FM_BulletHead">Waive</span> - The staff member must have the permission <b>Fines: Waive fines at circ</b>. A waive transaction is written to the patron account, and a receipt prints if the receipt option was selected.</li>
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<li><span class="FM_BulletHead">Charge</span> - The charge is written to the patron account. The charge reason is listed as <b>Registration fee</b>.</li>
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<li><span class="FM_BulletHead">Print Receipt</span> - This option is selected by default. Receipts are printed according to the printer and driver set up for the Check Out workform printer. It is not necessary to check any specific receipt type on the Check-out options dialog box, but the printer and driver must be defined. The information printed on the receipt is that selected for fine receipts with the Patron Services parameter <b>Fine receipt options</b>.</li>
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</ul>
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<h2><a name="TOC_Patron_Block_for"></a><a name="XREF_56123_Patron_Block"></a>Patron Block for Registration Fee</h2>
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<p>If the fee is charged to the patron account or only partially paid, a system block (<b>Patron registration fee</b>) is placed on the patron account. The block is cleared when the total charge amount is paid. As with other blocks, clicking on the block text from the Patron Blocks dialog box opens the Patron Account view. The permission <b>Override circ blocks</b> is required to override the block at check-out.</p>
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<h2><a name="TOC_Expired_Registration"></a><a name="XREF_29318_Expired"></a>Expired Registration</h2>
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<p>If the expiration date in the patron record is reset (the registration is renewed), and the patron code requires a registration fee, the system displays the Registration fee dialog box as for a new registration. If the patron code is changed to non-chargeable at renewal, the fee dialog box is not displayed.</p>
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<p class="NoteShade"><b>Note:</b>
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<br /> If a new patron record is saved with a chargeable patron code and then changed to a non-chargeable code, no action is taken on the patron account. If the fee was paid, the payment transaction will remain. If the fee was charged, the charge will remain on the patron account. The registration fee and block remain until staff pay or waive the charge.</p>
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<h2><a name="TOC_Offline_Workflow"></a><a name="XREF_88872_Offline_Workflow"></a>Offline Workflow</h2>
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<p>If a new patron record is created offline and the patron code is a chargeable type, the fee is charged to the patron account and the <b>Patron Registration Fee</b> block is placed on the patron record. The offline upload file includes a note in the entry for the registration.</p>
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<h2><a name="TOC_PAC_Registration"></a><a name="XREF_51558_PAC_Registration"></a>PAC Registration</h2>
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<p>As part of the PAC registration process, the patron selects a home branch. The home branch’s default settings are used to create the new patron registration. If the default patron code set for PAC registration is a chargeable code, the program displays a message to the patron. The default message is <b>Your library account will be charged a [$] registration fee. Do you want to continue?</b> The message text can be customized or translated with Polaris WebAdmin (Language Editor).</p>
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<p>If the patron chooses to continue, the fee is charged to the patron account and the Patron Registration Fee block is placed on the record.</p>
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<p class="NoteShade"><b>Note:</b>
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<br /> There is no option to renew an expired patron registration from PAC.</p>
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<h2><a name="TOC_Polaris_ExpressCheck"></a><a name="XREF_32464_Polaris"></a>Polaris ExpressCheck</h2>
|
||||
<p>Patrons can renew an expiring registration at the Polaris ExpressCheck workstation if the option <b>Permit registration renewal if patron record expires</b> is selected in the parameter <b>Polaris ExpressCheck: Enable</b>. If the patron code is a chargeable type according to the options set for the patron’s registered branch, the program displays the message for an expired patron record and does not offer an option to renew. The patron must renew the registration at the circulation desk.</p>
|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_98934_Date_Sources_in"></a>Date Sources in Patron Records</h1>
|
||||
<p><a name="kanchor4933"></a><a name="IX_date_sources"></a>Dates for transactions in patron records are derived from the server or client workstation when records are added or modified. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For more information about time and locale consistency among servers and workstations, see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="../../Administration/PDLocaleTime/Ensuring_Locale_and_Time_Consistency.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Ensuring Locale and Time Consistency</span></a></MadCap:conditionalText>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#XREF_37717_Creating_Patron">Creating Patron Records Online</a>
|
||||
</li>
|
||||
<li><a href="#XREF_21118_Creating_Patron">Creating Patron Records Offline</a>
|
||||
</li>
|
||||
<li><a href="#XREF_62303_Modifying_a_Patron">Modifying a Patron Record from Patron Registration Workform (Online Only)</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_37717_Creating_Patron"></a>Creating Patron Records Online</h2>
|
||||
<ul type="disc">
|
||||
<li>The registration date defaults to the server date in the Patron Registration workform. (The expiration date and address expiration date are calculated from this date.)</li>
|
||||
<li>The creation date in the patron record properties sheet uses the server date.</li>
|
||||
<li>The transaction date for a patron registration fee is the server date.</li>
|
||||
<li>TransactionHeaders.TranClientDate uses the server date when the creation transaction is queued.</li>
|
||||
<li>TransactionHeaders.TransactionDate uses the server date when the creation transaction is processed from the queue.</li>
|
||||
<li>In TransactionDetails, where the TransactionSubTypeID is 187 (Patron Registration Date), the value is the client workstation date.</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_21118_Creating_Patron"></a>Creating Patron Records Offline</h2>
|
||||
<ul type="disc">
|
||||
<li>The registration date defaults to the offline workstation date in the Patron Registration workform. (The expiration date and address expiration date are calculated from this date.)</li>
|
||||
<li>The creation date in the patron record properties sheet uses the offline workstation date.</li>
|
||||
<li>The transaction date for a patron registration fee is the offline workstation date.</li>
|
||||
<li>TransactionHeaders.TranClientDate uses the offline workstation date when the creation transaction is queued.</li>
|
||||
<li>TransactionHeaders.TransactionDate uses the server date when the creation transaction is processed from the queue.</li>
|
||||
<li>In TransactionDetails, where the TransactionSubTypeID is 187 (Patron Registration Date), the value is the offline workstation date.</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_62303_Modifying_a_Patron"></a>Modifying a Patron Record from Patron Registration Workform (Online Only)</h2>
|
||||
<ul type="disc">
|
||||
<li>TransactionHeaders.TranClientDate uses the server date when the modification transaction is queued.</li>
|
||||
</ul>
|
||||
<h2>Deleting a Patron Record (Online Only)</h2>
|
||||
<ul type="disc">
|
||||
<li>TransactionHeaders.TranClientDate uses the server date when the deletion transaction is queued.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPpatacct.fm" /><title> Define Patron Custom Data Fields (PCDFs)</title>
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<h1><a name="kanchor3187"></a><a name="IX_defining_the_fields"></a><a name="XREF__Toc371519531"></a><a name="XREF__Toc370816162"></a><a name="XREF__Toc370816029"></a> Define Patron Custom Data Fields (PCDFs)</h1>
|
||||
<p>Your library system can define up to 10 PCDFs at the System level in Polaris Administration. After the PCDFs are defined at the system level, the library or branch organization can select which custom fields display in the Patron Registration workform in the staff client and the Self Registration page in PowerPAC and Mobile PAC.</p>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br /> When you add and save a new PCDF, the PCDF is not available for Find Tool searches until the ERMS daemon is recycled. See your system administrator.</p>
|
||||
<p>To define PCDFs for the library system:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder at the system level, and select the <span class="Input">Patron Services</span> tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron custom data: Definition</b>. The Patron custom data: Definition dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="pcdfDefSyst.gif" style="margin-bottom: 0.000pt;width: 316;height: 287;" id="image16" src="pcdfDefSyst_316x287.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Enter a unique alpha-numeric label in the <b>Label</b> field. Each custom data field must have a label that cannot be the same as a label already in use for a custom field or a user-defined field. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br />If the custom data field is used in any record, the type cannot be changed, but the label text can be modified.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select one of the following field types:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">String - </span>A string type consisting of alpha-numeric and special characters, with a 255-character limit. If <b>String</b> is selected, you can select the <b>Keyword Index</b> checkbox if you want to include the custom data field in keyword indexing. This checkbox is enabled only when the String field type is enabled.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Selecting the keyword option could adversely affect searching and especially the search suggestion feature. For example, if the library uses this field for numeric or alphanumeric data, this data can populate a search suggestion with unhelpful data.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Integer - </span>Consists of numbers only, with a 255 character limit. </li>
|
||||
<li><span class="FM_BulletHead">Boolean -</span> Consists of options to select <b>Yes</b> or <b>No</b>.</li>
|
||||
<li><span class="FM_BulletHead">Date/ Time - </span>Consists of the date and time.</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>Add New Field</b> to create a new patron custom data field. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Add New Field</b> button is enabled when a unique label is entered in the <b>Label</b> field. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>OK</b>. The system displays a message informing you that the ERMS daemon must be recycled. See your system administrator for this step.</li>
|
||||
</ol>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_77038_Defining_Patron"></a>Defining Patron Account Features</h1>
|
||||
<p>Patron records store patron registration and account information. In Polaris Administration, you set up default values for patron records in the Polaris staff client, Leap and the PAC; criteria for detecting duplicate records; and criteria for deleting them. Additional settings affect patron accounting operations such as paying and waiving charges.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> For information about setting up e-commerce (credit card processing) in the staff client, PAC, and Polaris ExpressCheck, see <a href="../PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Patron_Custom_Data_Fields.htm#XREF_37348_Setting_UP_Patron">Setting Up Patron Custom Data Fields</a>
|
||||
</li>
|
||||
<li><a href="Setting_Patron_Registration_Required_Fields_and_Defaults.htm#XREF_45405_Setting_Patron">Setting Patron Registration Required Fields and Defaults</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="Setting_Patron_Registration_Lists.htm">Maintaining Patron Registration List Entries</a>
|
||||
</li>
|
||||
<li><a href="Setting_Express_Registration_Defaults_and_Requirements.htm#XREF_60272_Setting_Express">Setting Express Registration Defaults and Requirements</a>
|
||||
</li>
|
||||
<li><a href="Charging_for_Patron_Registration.htm#XREF_65515_Charging_for">Charging for Patron Registration</a>
|
||||
</li>
|
||||
<li><a href="Setting_Patron_Duplicate_Detection.htm#XREF_25482_Setting_Patron">Setting Patron Duplicate Detection</a>
|
||||
</li>
|
||||
<li><a href="Setting_Reading_History_Options.htm#XREF_77421_Setting_Reading">Setting Reading History Options</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Patron_Messages.htm#XREF_53524_Setting_Up_Patron">Setting Up Patron Messages</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Patron_Photos.htm#XREF_98334_Setting_Up_Patron">Setting Up Patron Photos</a>
|
||||
</li>
|
||||
<li><a href="Setting_Options_for_Deleting_Patron_Records.htm#XREF_24056_Setting_Patron">Setting Options for Deleting Patron Records</a>
|
||||
</li>
|
||||
<li><a href="Setting_Patron_Accounting_Options.htm#XREF_63686_Setting_Patron">Setting Patron Accounting Options</a>
|
||||
</li>
|
||||
<li><a href="Setting_Payment_Method_Options.htm#XREF_95488_Setting_Payment">Setting Payment Method Options</a>
|
||||
</li>
|
||||
<li><a href="Date_Sources_in_Patron_Records.htm#XREF_98934_Date_Sources_in">Date Sources in Patron Records</a>
|
||||
</li>
|
||||
<li><a href="Removing_Patron_ID_Information_from_Transaction_Files.htm#XREF_30688_Removing_Patron_ID">Removing Patron ID Information from Transaction Files</a>
|
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<h1><a name="XREF_90466_Defining_Patron"></a>Defining Patron Codes</h1>
|
||||
<p><a name="kanchor5838"></a><a name="IX_overview_118"></a><a name="kanchor5839"></a><a name="IX_overview_117"></a>Patron codes define available services, loan periods, fines, and limits for specific classes of patrons. They are also used for reports. An appropriate patron code is typically assigned to the patron when the patron registers. </p>
|
||||
<p>You define patron codes in the Patron Codes policy table, which can be opened from an organization workform or with the Administration Explorer. All organizations have access to the same set of patron code names because the codes can be entered and changed from the system, library, and branch levels. Changes are immediately applied to all Polaris records that use the code, regardless of which organization owns the records.</p>
|
||||
<p>Patron codes are available as selections in the Fines policy table, Loan Periods policy table, and the <b>Patron code</b> box on the Patron Registration workform. Each organization can filter the list of codes so that only selected codes are available for use in the <b>Patron code</b> box on the Patron Registration workform for that organization’s patron records. The illustration shows the Patron Registration workform.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />These System Administration permissions are required to modify the Patron Codes policy table: <b>Access administration: Allow; Access tables: Allow; Modify patron codes table: Allow.</b></p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="Add_a_patron_code.htm#XREF_35767_Add_a_patron_code">Add a Patron Code</a>
|
||||
</li>
|
||||
<li><a href="Filter_patron_codes_for_specific_organizations.htm#XREF_67771_Filter_patron">Filter Patron Codes for Specific Organizations</a>
|
||||
</li>
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||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_91506_Display_or"></a>Display or Suppress Payment Methods</h1>
|
||||
<p><a name="kanchor245"></a><a name="IX_setting_for_display"></a>To display or suppress payment methods, and set the order in which they are displayed for staff selection:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, open the <b>Policy Tables</b> folder for the organization, and select <b>Payment Methods</b>. The Payment Methods table is displayed in the details view. By default, all payment methods are set to be displayed. The default display order is alphabetical.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the branch/method combination to display or suppress.</li>
|
||||
<li value="3">Click <img alt="ModIcon00480.gif" style="width: 28;height: 18;" src="ModIcon00480_28x18.gif" class="imginline" /> to display the Modify Payment Methods dialog box.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">In the <b>Selected</b> box, select <b>Yes</b> to display the method as an option, or select <b>No</b> to suppress the method from display.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris does not currently support debit card payments, and you should suppress this option for all branches. If you accept credit card payments, and your provider processes debit cards as credit cards, staff members should select <b>Credit card</b> or <b>Credit card</b> <b>- Manual</b> as the method for a debit card payment.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="6">To set the display order of the payment methods, select a branch/payment method and click the up arrow <img alt="btnUpArrow.gif" style="width: 21.345pt;height: 21.260pt;margin-bottom: -8.000pt;" id="image50" src="btnUpArrow.gif" /> to move the option higher in the list, or click the down arrow <img alt="btnDownArrow.gif" style="margin-bottom: -8.000pt;width: 27;height: 27;" id="image51" src="btnDownArrow_27x27.gif" /> to move it lower in the list.</li>
|
||||
</ol>
|
||||
<p class="indent2">Your changes affect all the dialog boxes that display the payment methods for that branch.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select <b>File </b>><b> Save</b> to save your changes.</li>
|
||||
</ol>
|
||||
<h4><a name="XREF_46858_Related_Topics"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Set fine amounts</span> - See <a href="../PDPfines/Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>.</li>
|
||||
<li><span class="FM_BulletHead">Credit card transactions</span> - See <a href="../PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>.</li>
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<h1><a name="XREF_59459_Enable_reading"></a>Enable Reading Histories<a name="kanchor5126"></a></h1>
|
||||
<p><a name="kanchor5127"></a><a name="IX_setting_up_3"></a>To enable and limit patron reading histories:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Reading history</b>. The Reading History Setup dialog box appears.</li>
|
||||
<li value="3">Select <b>Enable reading history</b> to allow Polaris to save reading histories for patrons. If this option is checked and your library also uses the Polaris Web App (Leap), users can access the Reading History view from the Patron Registration workform in Leap. If the <b>Enable reading history</b> box is unchecked, the view is not available from the Patron Registration workform in Leap.l</li>
|
||||
<li value="4">Specify the length of time (from check-out date to current date) to retain an entry in the Reading History list:<ol style="list-style-type: lower-alpha;"><li value="1">Type the number of months or years in the first <b>History length</b> box.</li><li value="2">Select the unit of time (months or years) in the second <b>History length</b> box.</li></ol></li>
|
||||
</ol>
|
||||
<ol start="5">
|
||||
<li value="5">In the <b>Maximum history</b> box, type the maximum number of items that can be retained at one time in the Reading History list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> An entry’s creation date in the reading history is usually, but not always, the check-out date. For example, offline uploads may cause some variation. Also, Polaris does not consider the exact time of check-out. If the <b>Maximum history value</b> is exceeded, and several items were checked out on the same date, Polaris deletes the items from the reading history in an unspecified order.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>OK</b> on the Reading History Setup dialog box.</li>
|
||||
<li value="7">Select <b>File </b>><b> Save</b> to save your changes.</li>
|
||||
</ol>
|
||||
<h4 style="font-size: 11pt;font-weight: normal;font-style: normal;">Related Information</h4>
|
||||
<ul>
|
||||
<li>Reading history limits for outreach services patrons - See <a href="../PDPoutreachSA/Set_reading_history_limits_for_outreach_patrons.htm#XREF_84024_Set_reading">Set reading history limits for outreach patrons</a>.</li>
|
||||
<li>Start and stop histories for specific patrons - <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services/PPregstr/Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>.</MadCap:conditionalText></li>
|
||||
<li><a name="kanchor5128"></a><a name="IX_starting_and_stopping"></a>Allow patrons to start and stop reading histories from the PAC - Set the Patron Services profile <b>Patron can enable/disable reading history</b> to <b>Yes</b>. This setting applies when reading histories are enabled for the organization and the patron is not an Outreach Services patron.</li>
|
||||
<li><a name="kanchor5129"></a><a name="IX_stopping_for_all_patrons"></a>Stop all reading histories - To stop recording all reading histories, clear the <b>Enable reading history</b> checkbox on the Reading History Setup dialog box. When the checkbox is cleared, new reading histories cannot be created, and existing histories are not incremented. However, existing individual histories are not cleared. If a reading history is stopped from the patron record, the patron’s existing history is cleared.</li>
|
||||
<li><a name="kanchor5130"></a><a name="IX_removing_items_from"></a>Allow staff members to remove items from reading histories - Staff members with the Circulation permission <b>Reading history:</b> <b>Remove non-ORS patron history entries: Allow </b>can remove individual items from the reading histories of non-outreach services patrons. Staff members with the Circulation permission <b>Reading history: Remove ORS patron history entries: Allow </b>can remove individual items from the reading histories of outreach services patrons. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services/PPregstr/Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>.</MadCap:conditionalText></li>
|
||||
<li><a name="kanchor5131"></a><a name="IX_removing_items_from_PAC"></a>Allow patrons to remove individual items from reading histories - Set the PAC profile <b>Patrons can remove reading history</b> to <b>Yes</b>. The setting affects both PowerPAC and Mobile PAC. The system uses the setting for the patron’s registered branch. When a patron removes an item from the reading history, the item is also removed from the reading history list in the staff client (Patron Status workform - Reader Services view).</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_67771_Filter_patron"></a>Filter Patron Codes for Specific Organizations</h1>
|
||||
<p><a name="kanchor1681"></a><a name="IX_patron_codes_filtering"></a><a name="kanchor1682"></a><a name="IX_filtering_for"></a>The patron codes available for use in a patron record are based on the settings for the patron’s registered branch. </p>
|
||||
<p>To filter patron codes for use by specific organizations:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron registration: Filter patron codes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Patron registration: Filter patron codes dialog box opens. The list of patron codes are those defined in the Patron Codes policy table. For more information, see <a href="Add_a_patron_code.htm">Add a Patron Code</a>. When a new code is added to that table, it is added to the Filter dialog box and is selected for use by default.</p>
|
||||
<p class="indent2">
|
||||
<img alt="PatRegFilterDx.gif" style="margin-bottom: 0.000pt;width: 400;height: 300;" id="image6" src="PatRegFilter_400x300.png" />
|
||||
</p>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The organization icons at the top of the dialog box indicate whether the settings have been inherited. Initially they are inherited from the system-level settings. Once you change settings at the branch level, they are no longer inherited from the system, even if the system settings are changed.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Check or uncheck the codes until the checked items reflect those you want to offer as patron code choices for this organization.</li>
|
||||
<li value="4">Click <b>Save</b>. If you have unchecked patron codes, they are removed from the list of patron codes available on workforms for this organization. If an unchecked code is in use, a message informs you of the number of patron records that use the code at this organization and any descendant organizations. You can continue to save or cancel the operation.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="kanchor4194"></a><a name="IX_filtering_2"></a><a name="XREF__Toc371519537"></a><a name="XREF__Toc370816167"></a><a name="XREF__Toc370816034"></a>Filter Patron Custom Data Fields </h1>
|
||||
<p>To filter patron custom data fields:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Profiles folder at the system, library, or branch level and select the Patron Services tab.</li>
|
||||
<li value="2">Double-click <b>Patron custom data: Filter</b>. The Patron custom data filter dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="pcdfsBranchFilter.gif" style="margin-bottom: 0.000pt;width: 350;height: 235;" id="image20" src="pcdfsBranchFilter_350x235.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the checkbox next to the PCDFs that you want to make available for your library or branch organization, and clear the checkbox next to the PCDFs that you do not want to be available for your branch or library organization.</li>
|
||||
<li value="4">To change the order in which the fields will be displayed, select the up or down arrow button. <img alt="updwnarr.gif" style="width: 17.518pt;height: 33.761pt;margin-bottom: -15.000pt;" id="image21" src="updwnarr.gif" /></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you are filtering the custom data fields at the library or branch level, you can select <b>Revert</b> to allow the current settings to be replaced by the settings from the organization above (System if at the Library level; System or Library if at the Branch level). <br />If changes are made after<b> Revert</b> is selected, then saving the changes overwrites the settings for the current organization.<br /></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK.</b> The list of PCDFs is updated for your organization.</li>
|
||||
</ol>
|
||||
<p class="indent2">To require PCDFs or set defaults, see <a href="Setting_Patron_Registration_Required_Fields_and_Defaults.htm">Setting Patron Registration Required Fields and Defaults</a>.</p>
|
||||
</div>
|
||||
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|
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<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
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|
||||
</div>
|
||||
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|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services Administration |Defining Patron Account Features|Setting Up Patron Custom Data Fields" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPpatacct/Modify_or_delete_a_PCDF.htm">Open topic with navigation</a>
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</p>
|
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_46184_Modify_or_delete_a"></a>Modify or Delete a PCDF</h1>
|
||||
<p>To modify or delete an existing PCDF:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If a PCDF is currently in use in any patron record, it cannot be modified or deleted.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />When you modify a PCDF, the modification is not available for Find Tool searches until the ERMS daemon is recycled. See your system administrator.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Profiles folder at the system level, and select the Patron Services tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron custom data: Definition</b>. The Patron custom data: Definition dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="pcdfDefSyst00478.gif" style="margin-bottom: 0.000pt;width: 316;height: 287;" id="image18" src="pcdfDefSyst00478_316x287.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select a field that is not currently used in any patron records.</li>
|
||||
<li value="4">Modify or delete the PCDF as follows:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li>To modify the PCDF, click <b>Modify Field</b> and make changes.</li>
|
||||
<li>To delete the PCDF, click <b>Delete Field</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">The PCDF is modified or deleted. The system displays a message informing you that the ERMS daemon must be recycled. See your system administrator for this step.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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<div>
|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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</div>
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</body>
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</html>
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+428
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services Administration |Defining Patron Account Features" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPpatacct/Removing_Patron_ID_Information_from_Transaction_Files.htm">Open topic with navigation</a>
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|
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_30688_Removing_Patron_ID"></a>Removing Patron ID Information from Transaction Files</h1>
|
||||
<p><a name="kanchor1551"></a><a name="IX_purging_patron_ID_2"></a><a name="kanchor1552"></a><a name="IX_purging_patron_ID_1"></a><a name="kanchor1553"></a><a name="IX_patron_ID_information"></a><a name="kanchor1554"></a><a name="IX_purging_patron_ID"></a>Polaris records system transactions in transaction log files that are used for reporting, trouble-shooting, and system tracking purposes. Many circulation and patron accounting transactions are associated with specific patrons, and the log files that record these transactions store the specific patron IDs associated with the transactions. Using the Patron Services parameter <b>Remove patron ID from circ transactions</b>, you can purge this patron-specific information from your transaction records after a time period you specify. The same settings also purge patron IDs from item record histories. A nightly SQL job, PurgePatronIDFromCircTransactions, purges the patron IDs from the transactions according to your settings.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Patron IDs are not removed from transactions generated by the system unless this feature is enabled at the system level.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_69096_Circ_Transactions">Circ Transactions from Which Patron IDs Are Purged</a>
|
||||
</li>
|
||||
<li><a href="#XREF_87414_Remove_Patron_ID">Remove Patron ID Report</a>
|
||||
</li>
|
||||
<li><a href="Set_up_patron_identification_purging.htm#XREF_91352_Set_up_patron">Set up patron identification purging</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Circ_Transactions_from"></a><a name="XREF_69096_Circ_Transactions"></a>Circ Transactions from Which Patron IDs Are Purged</h2>
|
||||
<p>The table lists the transactions from which patron IDs are purged if you choose to enable this feature.</p>
|
||||
<p class="NoteShade">Note:<br />The obsolete transaction IDs listed in the table are no longer used but may still exist in your transaction records.</p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;float: alignleft;width: 343.25pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" cellspacing="1" class="TableStyle-BlueHeader">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p style="color: #ffffff;">Transaction Type ID</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p style="color: #ffffff;">Transaction Description</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2011</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Renewal Overdue Block</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2012</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Renewal Overdue Block Override</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2090</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Add hold request</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2091</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Reactivate hold request</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2092</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Cancel hold request</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2093</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Satisfy hold request</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2094</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Ship item for hold</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2095</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Receive item for hold</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2096</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Deny item for hold</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2097</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Bibliographic hold</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2098</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Serial issue hold</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2099</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Item specific hold</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2111</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Trap item for hold</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2112</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Trap hold renew cancelled</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2150</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Patron check out or renewal block</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2183</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Claim block</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2185</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Claim cancelled</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2186</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Claim block</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">2187</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OBSOLETE: Claim block override</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6001</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Check out</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6002</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Check in</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6005</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold request created</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6006</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds become held (item received for hold request)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6007</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds become expired</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6008</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds become unclaimed</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6009</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds become denied</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6010</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds become pending</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6011</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds become not supplied</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6012</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds become shipped</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6013</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holds become cancelled</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6026</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Item claimed lost</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6027</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Item claimed never had</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6028</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Item claimed returned</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6033</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">ILL Request created</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6034</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">ILL Request become active</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6035</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">ILL Request received</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6036</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">ILL Request returned</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6037</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">ILL Request become cancelled</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6039</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold satisfied (item checked out to patron)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">6049</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Patron accounting auto waive void</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.875pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">7000</p>
|
||||
</td>
|
||||
<td style="width: 240.376pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">eCommerce Payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h2><a name="TOC_Remove_Patron_ID_Report"></a><a name="XREF_87414_Remove_Patron_ID"></a>Remove Patron ID Report</h2>
|
||||
<p><a name="kanchor1555"></a><a name="IX_report_8"></a>When you enable patron ID purging, you can run a report to track the number of patron IDs purged during a time period you specify. Select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, select <b>Circulation</b> in the Polaris Reports dialog box, and double-click <b>Remove Patron ID from circ transactions process log</b>. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Polaris_Basics/PIreports/Circ_Reports.htm#Circulat">Circulation Reports</a>.</MadCap:conditionalText></p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+82
@@ -0,0 +1,82 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services Administration |Defining Patron Account Features|Setting Up Patron Photos" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="rh-authors" content="GIS Information Systems_ Inc." />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPpatacct.fm" /><title>Replace the Default Photo</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
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|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPpatacct/Replace_the_default_photo.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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<h1><a name="XREF_65799_Replace_the"></a>Replace the Default Photo</h1>
|
||||
<p><a name="kanchor3837"></a><a name="IX_replacing_default"></a>To use a custom image as the default photo instead of the Polaris logo by editing the registry:</p>
|
||||
<ol>
|
||||
<li value="1">From the Start menu, select <b>Run</b> and type <b>regedit</b>. The Registry Editor opens.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">In the Registry Editor, select <b>HKEY_LOCAL_MACHINE, Software, Polaris, [version], Clients</b>.</li>
|
||||
<li value="3">Right-click in the Clients pane (right side of the Explorer) and select <b>New, String Value</b> from the context menu.</li>
|
||||
<li value="4">Type <b>PatronDefaultPhoto</b> in the string value name box and press <b>ENTER</b>.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Double-click the new string value and type the complete path for your image file in the Edit String dialog box. Then click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">When you open a patron registration workform, or the Check Out workform without a photo, your custom default image is displayed instead of the Polaris logo.</p>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
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||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+82
@@ -0,0 +1,82 @@
|
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<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services Administration |Defining Patron Account Features|Setting Patron Accounting Options" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPpatacct.fm" /><title>Set Polaris to Waive Fines at Check-Out or Renewal</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPpatacct/Set_Polaris_to_waive_fines_at_check-out_or_renewal.htm">Open topic with navigation</a>
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_11339_Set_Polaris_to"></a>Set Polaris to Waive Fines at Check-Out or Renewal</h1>
|
||||
<p>To waive fines automatically when an overdue item is recovered at check-out to another patron, or when a patron renews an overdue item:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the <span class="FM_Emphasis">system</span>, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">To have Polaris automatically waive fines on items recovered at check-out, double-click <b>Overdues: Clear fine if recovered at check-out</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this parameter is set to <b>No</b>, the fine remains in the account of the patron who incurred the overdue charge and the item is checked out to the new patron.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To have Polaris automatically waive fines on items being renewed, double-click <b>Overdues: Clear fine if recovered at renewal</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this parameter is set to <b>No</b>, the fine remains in the patron’s account when the patron renews the item.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File</b>, <b>Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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|
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|
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|
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|
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+90
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPpatacct/Set_blocks_for_patron_record_deletion.htm">Open topic with navigation</a>
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_75702_Set_blocks_for"></a>Set Blocks for Patron Record Deletion </h1>
|
||||
<p><a name="kanchor3115"></a><a name="IX_blocks_on_deletion_1"></a><a name="kanchor3116"></a><a name="IX_blocks_on_deletion"></a>To specify when Polaris blocks patron records from automatic or manual deletion:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron delete options</b> to display the Patron Delete Options dialog box, Method tabbed page.</li>
|
||||
<li value="3">Click the <b>Blocks</b> tab to display the Blocks tabbed page.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Specify the situations that should prevent a record from being deleted:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Outstanding charge</span> - Select the <b>Block if the last outstanding charge date is greater than days</b> checkbox, and type the number of days.</li>
|
||||
<li><span class="FM_BulletHead">Account balance</span> - Select the <b>Block if the account balance due is over </b>checkbox, and type the amount.</li>
|
||||
<li><span class="FM_BulletHead">Credit balance </span>- Select the <b>Block if the account has a credit amount over </b>checkbox, and type the amount.</li>
|
||||
<li><span class="FM_BulletHead">Deposit balance</span> - Select the <b>Block if the account has a deposit amount over </b>checkbox, and type the amount.</li>
|
||||
<li><span class="FM_BulletHead">Notes in patron record</span> - Select the <b>Block if patron has notes</b> checkbox. This setting applies to both non-blocking and blocking notes.</li>
|
||||
<li><a name="kanchor3117"></a><a name="IX_in_patron_records_block"></a><a name="kanchor3118"></a><a name="IX_last_activity_date_and"></a><span class="FM_BulletHead">Last activity date</span> - Select the <b>Block if the patron record Last Activity Date is within the last . . . days </b>checkbox, and type the number of days. This option blocks manual deletion if the last activity date is within the specified period. It does not apply to automatic deletion.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Last Activity Date</b> field in the patron record tracks patron activity.<br />It is updated in the following circumstances:<br />—<span class="FM_Emphasis">Staff client:</span> item check-out; renewal; quick-circ item check-out; when a claim is made on an item, when a charge is paid. <br />—<span class="FM_Emphasis">PAC:</span> log-in to patron account; placing and modifying hold and ILL requests; online renewal; patron information updates; payments; access to remote databases that require log-in. <br />—<span class="FM_Emphasis">Polaris ExpressCheck, SIP self-check units:</span> check-out and renewal; patron account access; payments. <br />—<span class="FM_Emphasis">Time and print management applications:</span> log-in. <br />—<span class="FM_Emphasis">Inbound telephony:</span> Access account information and renew items.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>Save</b> on the Patron Delete Options dialog box.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
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|
||||
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|
||||
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|
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|
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</html>
|
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+81
@@ -0,0 +1,81 @@
|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services Administration |Defining Patron Account Features|Setting Options for Associated Patrons" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="kanchor3228"></a>Set Defaults for Associated Patron Settings </h1>
|
||||
<p>You can use the <b>Associated patron options</b> parameter to set the maximum number of linked records, specify whether patrons are blocked when their associated patrons are blocked, and whether patrons are allowed to pick up and check out items that are held for their associated patrons. For information on how these settings affect circulation, see <a href="Block_and_Allow_Settings.htm">Block and Allow settings for associated patrons</a>.</p>
|
||||
<p>To specify your library organization's default settings for associated patrons:</p>
|
||||
<ol>
|
||||
<li value="1">Select Administration, Explorer, and select the system, library, or branch organization for which you want to specify the default setting.</li>
|
||||
<li value="2">Select <b>Parameters</b>, and select the Patron Services tab. The patron services parameters are listed in the details view.</li>
|
||||
<li value="3">Double-click the <b>Associated patron options</b> parameter to open the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/AssocPatronsOptions.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select a number in the Linked record limit box to specify the maximum number of associated patrons that can be linked.</li>
|
||||
<li value="5">Select (or clear) the <b>Always check "Block me" by default</b> to block patrons if their associated patrons are blocked.</li>
|
||||
<li value="6">Select (or clear) the <b>Always check ‘Allow me to pick up holds for these patrons’ by default</b> checkbox.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this box is checked, the <b>Allow me to pick up holds for these patrons </b>box is checked by default on the Add Associations and Edit Associations dialog boxes. Staff members with the appropriate permissions can change the setting when adding or editing a patron association.</p>
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_79638_Set_drop_menu_user"></a>Set Drop-Menu User-Defined Fields for Organizations</h1>
|
||||
<p>After the drop-menu user-defined fields have been set up at the system level, you can set which options will appear in each organization’s UDF drop menus and the order in which they should appear.</p>
|
||||
<ol>
|
||||
<li value="1"> To select drop-menu options for an organization:</li>
|
||||
<li value="2">In the Administration Explorer tree view, expand the organization’s folder.</li>
|
||||
<li value="3">Select <b>Profiles</b> for the organization, and select the <b>Patron Services</b> tab.</li>
|
||||
<li value="4">Double-click Patron registration <b>user defined fields</b>. The User Defined Field Options dialog box opens.</li>
|
||||
<li value="5">Select the drop-menu UDF in the <b>User Defined Field</b> list. The drop-menu’s options are listed.</li>
|
||||
<li value="6">Select or de-select the checkboxes to choose the options you want to appear in the organization’s version of the UDF drop menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For new UDFs, if an option is selected and saved at the system level, it is selected at all branches. If it is saved as unselected at the system level, it is unselected for all branches.</p>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br />First move the de-selected options to the bottom of the list. This may make it easier to move the selected options to the order you want.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">To change the order in which the options will appear in the organization’s UDF drop menu, highlight an option and select the up arrow <img alt="UDFup.gif" style="width: 23.301pt;height: 23.301pt;margin-bottom: -6.000pt;" id="image11" src="UDFup.gif" /> or down arrow <img alt="UDFdown.gif" style="width: 23.301pt;height: 23.301pt;margin-bottom: -6.000pt;" id="image12" src="UDFdown.gif" /> to move the option up or down in the list. To move an option to the top, click <img alt="UDFtop.gif" style="margin-bottom: -6.000pt;width: 32;height: 31;" id="image13" src="UDFtop_32x31.gif" />. To move an option to the bottom, click <img alt="UDFbottom.gif" style="margin-bottom: -6.000pt;width: 33;height: 33;" id="image14" src="UDFbottom_33x33.gif" />. </li>
|
||||
<li value="8">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>When you make UDF changes, you must log out and log back in to the Polaris staff client to see the effects of your changes in Polaris workforms.</p>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">System-level drop-menu UDF options </span>- See <a href="View_and_convert_user-defined_fields_for_patron_records.htm#XREF_57352_View_and_convert">View and convert user-defined fields for patron records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Organizational default values for UDFs</span> - See <a href="Setting_Patron_Registration_Required_Fields_and_Defaults.htm#XREF_45405_Setting_Patron">Setting Patron Registration Required Fields and Defaults</a>.</li>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_65301_Set_express"></a>Set Express Registration Default Values and Required Fields</h1>
|
||||
<p><a name="kanchor5473"></a><a name="IX_setting_defaults_2"></a><a name="kanchor5474"></a><a name="IX_setting_required_fields"></a>To set required fields and default values for <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">express registration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Entering patron information during the check-out process as a service to new, unregistered patrons.</span></a>:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters </b>folder for the organization, and select the <b>Patron Services </b>tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Express patron registration options</b>. The Express Patron Registration Options dialog box, General Defaults tabbed page appears. You can set default values for any or all fields on the Express Patron Registration Options dialog box.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor5475"></a><a name="IX_allowing"></a>Select the <b>Enable Express Registration</b> checkbox to allow staff with the appropriate permission to express-register patrons. All boxes on the dialog box become available for editing.</li>
|
||||
<li value="4"><a name="kanchor5476"></a><a name="IX_verify_patron_block"></a>Select the <b>Add block to verify patron</b> checkbox to add a Verify Patron block to each record created through express registration.</li>
|
||||
</ol>
|
||||
<p class="indent2">When this option is selected, an express-registered patron is blocked at the next check-out. A staff member then verifies details in the patron record and removes the block. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services/PPblocks/Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</MadCap:conditionalText></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5"><a name="kanchor5477"></a><a name="IX_patron_code_setting"></a>Select a code in the <b>Patron Code</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The available patron codes are set in the Patron Codes policy table. See <a href="Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6"><a name="kanchor5478"></a><a name="IX_home_branch_setting"></a>Select a library branch in the <b>Registered at</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">If no branch is selected, the patron registration workform defaults to the workstation branch.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select a class in the <b>Statistical Class</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>Statistical Class</b> box lists the defined classes for the selected branch. See <a href="../PDPstats/Defining_Patron_Statistical_Codes.htm#XREF_95603_Defining">Defining Patron Statistical Codes</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8"><a name="kanchor5479"></a><a name="IX_language_setting_default"></a>Select a language in the <b>Language</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">This setting controls the default selection in a new patron record, but another language can be selected at registration.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you have purchased Polaris licenses for additional languages, you can enable multi-lingual notices and have the notice sent in the language specified in the patron record. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm#XREF_71823_Managing">Delivering Notices by Phone (Outbound Telephony)</a>.</MadCap:conditionalText></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9"><a name="kanchor5480"></a><a name="IX_default_method_in_PAC"></a><a name="kanchor5481"></a><a name="IX_default_notification"></a><a name="kanchor5482"></a><a name="IX_notification_method"></a>Select a method for notifying patrons in the <b>Notification</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">This setting controls the default selection in a new patron record, and the default notification preference for patrons who register online (patron self-registration). However, if the value is set to <b>None</b>, the default value for PAC registration will be <b>Mailing Address</b> (print). If the value is set to <b>Fax</b>, <b>Telephone 2</b>, or <b>Telephone 3</b>, the default value for PAC registration will be set to Telephone 1 (displayed as <b>Telephone</b> in the PAC).</p>
|
||||
<p class="indent2">When you set up notification, you can specify the notification method for each specific notice type, including patron preference. In this case, the notice is sent by the method specified in the patron record. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm#XREF_71823_Managing">Delivering Notices by Phone (Outbound Telephony)</a>.</MadCap:conditionalText></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10"><a name="kanchor5483"></a><a name="IX_plain_text_express"></a> If you plan to send e-mail notices of any kind to patrons, and want to send these as plain text by default, check <b>E-mail notices in plain text</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">This setting controls the default selection in a new patron record. Individual patron records can set that patron’s preference for plain text or HTML e-mail notices.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11"><a name="kanchor5484"></a><a name="IX_setting_as_express"></a>If you plan to offer eReceipts as an option to patrons who prefer these to printed receipts, and you want to set one or both of these options by default in new patron records, check <b>E-mail receipts</b>, <b>TXT receipts</b>, or both.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you check both options, the default patron record setting for eReceipts is <b>ALL</b>; that is, the patron would receive both e-mail and TXT receipts. For more information about eReceipts, see <a href="../PDPreceipts/Setting_Up_eReceipts.htm">Setting Up eReceipts</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12"><a name="kanchor5485"></a><a name="IX_area_code_setting_default"></a>Type a telephone area code (three digits) in the <b>Voice Phone 1 Area Code</b> box.</li>
|
||||
<li value="13">
|
||||
<p><a name="kanchor5486"></a><a name="IX_expiration_term_setting"></a>Use one of the following methods to set an expiration term. This is the time that the patron’s registration expires:</p>
|
||||
<ul>
|
||||
<li>To set a precise date, select <b>exact date</b> in the second <b>Expiration term</b> box, and type a date in the first box using the format mm/dd/yyyy.</li>
|
||||
<li>To set a date relative to the current date (such as two years from today), select <b>months</b> or <b>years</b> in the second <b>Expiration term</b> box, and type a number in the first box.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="14">
|
||||
<li value="14">
|
||||
<p><a name="kanchor5487"></a><a name="IX_address_term_setting"></a>Use one of the following methods to set an address check term. This is the time that the patron’s address should be checked:</p>
|
||||
<ul>
|
||||
<li>To set a precise date, select <b>exact date</b> in the second <b>Address check term</b> box, and type a date in the first box using the format mm/dd/yyyy.</li>
|
||||
<li>To set a date relative to the current date (such as two years from today), select <b>months</b> or <b>years</b> in the second <b>Address check term</b> box, and type a number in the first box.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="15">
|
||||
<li value="15">Select a country in the second <b>Postal Code</b> box, if necessary. If the state is not required as part of the address, you can leave the state empty.</li>
|
||||
<li value="16">Type a postal code in the first <b>Postal Code</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">This setting controls the default values in the <b>Postal Code</b>, <b>City</b>, <b>State/province</b>, and <b>County</b> boxes on the Add/Edit Address dialog box for patron records.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="17"><a name="kanchor5488"></a><a name="IX_user_defined_fields_2"></a>On the UDF Defaults tabbed page, select the checkbox next to each UDF that should be a required field for creating patron records.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> User-defined fields are set up at Polaris implementation, using a Patron Services profile at the system level. See <a href="Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="18"><a name="kanchor5489"></a><a name="IX_setting_default_values_1"></a>For free-text UDFs, type text in each UDF box for which you want to specify default text.</li>
|
||||
<li value="19">(Optional) For drop-menu UDFs, select a default option.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If you require a drop-menu UDF but do not specify a default option, the field is blank in a new record but the user must select an option.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="20"><a name="kanchor5490"></a><a name="IX_express_registration_2"></a>On the Required Fields tabbed page, select the checkbox next to each field (<b>Address</b>, <b>Birth date</b>, <b>Gender, Password</b>, <b>Statistical class</b>) that you want to require for creating patron records.</li>
|
||||
<li value="21">Click <b>Save</b> on the Express Patron Registration Options dialog box.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Online registration from PAC</span> - You can allow patrons to register online from the PAC, and set requirements and default values for online registration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOPatAcc/Set_up_online_patron_self-registration.htm#XREF_95374_Set_up_online">Set up online patron self-registration</a>.</MadCap:conditionalText></p>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
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<h1><a name="XREF_38566_Set_optional"></a>Set Optional Patron Duplicate Detection Fields</h1>
|
||||
<p><a name="kanchor5179"></a><a name="IX_patron_setting_options"></a>To specify which patron record fields (in addition to the patron name, barcode, and birth date) are checked during duplicate detection:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Duplication detection options</b> to display the Duplicate Detection Options dialog box.</li>
|
||||
<li value="3">Select the checkboxes for the additional patron record fields that the system should check for matching criteria. You can select a maximum of two user-defined fields (UDFs). There is no selection limit in the other sections.</li>
|
||||
<li value="4">Click <b>OK</b> on the Duplicate Detection Options dialog box. The Administration Explorer appears.</li>
|
||||
<li value="5">Select <b>File > Save</b> to save your changes.</li>
|
||||
</ol>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_68397_Set_options_for"></a>Set Options for Deleting Patron Records</h1>
|
||||
<p><a name="kanchor4130"></a><a name="IX_automatic_deletion"></a><a name="kanchor4131"></a><a name="IX_auto_deletion_setting"></a>To set up automatic patron record deletion:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you plan to place deleted records in a record set for later review, you must set up the record set before you do this procedure. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm">Creating and Using Record Sets</a>.</MadCap:conditionalText></p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron delete options.</b> The Patron Delete Options dialog box appears with the Method tabbed page displayed.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To turn off automatic deletion completely, so that patron records are not deleted automatically under any circumstances, click <b>None</b> and go to step 10.</li>
|
||||
<li value="4">If you want Polaris to delete all patron records that are not blocked from deletion, click <b>Delete automatically.</b> The <b>Use exceptions record set</b> checkbox is available. If you want Polaris to place blocked records in a record set, do the following steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select the <b>Use exceptions record set</b> checkbox. The <b>Existing record set </b>option is selected, indicating that blocked records are placed in an existing record set. (The <b>New record set </b>option is not currently functional.)</li><li value="2">Click <b>Select</b> to search for and select the existing record set in which records are placed.</li></ol></li>
|
||||
</ol>
|
||||
<ol start="5">
|
||||
<li value="5">If you want Polaris to place <span class="FM_Emphasis">all</span> patron records (blocked and unblocked) in a record set for review and manual deletion, click <b>Write to record set.</b> The <b>Existing record set</b> option is selected, indicating that all records are placed in an existing record set. (The <b>New record set</b> option is not currently functional.)</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you click <b>None</b>, Polaris does not run automatic processing for patron record deletion.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">If you clicked <b>Write to record set</b>, click <b>Select </b>to search for and select the existing record set in which records will be placed.</li>
|
||||
<li value="7">If you selected <b>Delete automatically</b> or <b>Write to record set</b>, click <b>Criteria</b> to display the Criteria tabbed page.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The <b>Delete based on expiration</b> option is not currently functional.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">In the <b>Delete if inactive for days</b> box, type the number of days for which a patron record must be inactive to be automatically deleted.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor4132"></a><a name="IX_last_activity_date_1"></a><b>Note:</b>
|
||||
<br /> The <b>Last Activity Date</b> field in the patron record tracks patron activity. It is updated in the following circumstances. <span class="FM_Emphasis">Staff client:</span> item check-out; renewal; quick-circ item check-out; when a claim is made on an item, when a charge is paid. <span class="FM_Emphasis">PAC</span>: log-in to patron account; placing and modifying hold and ILL requests; online renewal; patron information updates; payments; access to remote databases that require log-in. <span class="FM_Emphasis">Polaris ExpressCheck, SIP self-check units</span>:check-out and renewal; patron account access; payments. <span class="FM_Emphasis">Time and print management applications:</span> log-in. <span class="FM_Emphasis">Inbound telephony:</span> Access account information and renew items. It is also updated when payments are made on the patron’s account.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Click <b>Save</b> on the Patron Delete Options dialog box.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li>Working with patron record sets - <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm">Creating and Using Record Sets</a> and <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm">Bulk-Changing Patron Records</a>.</MadCap:conditionalText></li>
|
||||
<li>Preventing record deletion - See <a href="Set_blocks_for_patron_record_deletion.htm#XREF_75702_Set_blocks_for">Set blocks for patron record deletion</a>.</li>
|
||||
<li>Purging patron ID information from transactions - See <a href="Removing_Patron_ID_Information_from_Transaction_Files.htm#XREF_30688_Removing_Patron_ID">Removing Patron ID Information from Transaction Files</a>.</li>
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<h1><a name="XREF_31965_Set_patron"></a>Set Patron Accounting Options</h1>
|
||||
<p><a name="kanchor853"></a><a name="IX_automatic_waives_allowing"></a><a name="kanchor854"></a><a name="IX_distributed_waives"></a><a name="kanchor855"></a><a name="IX_setting_limits"></a><a name="kanchor856"></a><a name="IX_allowing_distributed"></a><a name="kanchor857"></a><a name="IX_allowing_for_overpayments"></a>To set Polaris to accept patron overpayments as credits, distribute waives, automatically waive fines at check-out or renewal, and limit the transactions listed in the patron’s transaction summary:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">To allow credit for overpayment to be carried on patron accounts, double-click <b>Credit for overpayment</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this parameter is set to <b>No</b>, when an overpayment is accepted, the charge is paid and a message prompts the staff member to refund the difference.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To allow a specified amount to be waived from multiple charges, double-click <b>Distributed waives</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If this parameter is set to <b>No</b>, the <b>Distributed waive </b>option is not available on the Waive dialog box when a charge is being waived.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To limit how long transactions are listed in a patron’s transaction summary, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Double-click <b>Account transaction deletion</b>.The Finished Transaction deletion setup dialog box appear.</li><li value="2">Select <b>Enable finished transaction deletion</b>.</li><li value="3">Select <b>years</b> or <b>months</b>, and type the number of years or months that transactions should be retained.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="indent2">Most finished deposit or charge transactions older than the period you specify will be deleted from patron transaction summaries, including charges for lost/billed items. However, the following transactions remain in the transaction summary, regardless of your setting: payments that have been refunded or credited, including lost-and-paid transactions that were refunded or credited; deposits that have been credited; any transaction associated with a credit; any transactions that occur for patron accounts currently in collection.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After the cut-off date, all completed transactions are removed from the system, <span class="FM_Emphasis">including lost-and-paid transactions</span>. Set this parameter to a minimum of one year, for example, if you reimburse patrons for lost-and-paid material when the material is found within a year.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This setting also determines how long some patron account data from deleted patron records is saved for certain financial reports. See <a href="Setting_Options_for_Deleting_Patron_Records.htm#XREF_42276_Retaining">Retaining Financial Information for Deleted Patron Records</a>.</p>
|
||||
</blockquote>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="6">Select <b>File</b>, <b>Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Permission to create a credit manually</span> - Staff members must have the permission <b>Create a patron account credit: Allow</b> to create a credit manually for a patron account. For more information, see <a href="../PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</li>
|
||||
<li><span class="FM_BulletHead">Permission to distribute a waived amount</span> - If you allow distributed waives, staff members who set up the waived amount need the permission <b>Fines: waive fines at circ: Allow</b>. For more information, see <a href="../PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_64741_Set_patron"></a>Set Patron Registration Fees</h1>
|
||||
<p><a name="kanchor1357"></a><a name="IX_setting_up_2"></a>To specify which patron codes should be charged a registration fee:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Registration fee options</b> to display the Registration Fee Options dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The dialog box lists the patron codes that have been selected for use at this organization (see <a href="Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>). The default setting for each patron code is $0.00 (no charge).</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the patron code for which you want to set a fee.</li>
|
||||
<li value="4">Click the charge for the selected patron code and type the new amount in the format shown in the dialog box. You can set a separate fee for each patron code you select.</li>
|
||||
<li value="5">Click <b>OK</b>.</li>
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<h1><a name="XREF_91352_Set_up_patron"></a>Set up Patron Identification Purging</h1>
|
||||
<p><a name="kanchor1263"></a><a name="IX_patron_ID_information_1"></a><a name="kanchor1264"></a><a name="IX_purging_patron_ID_3"></a>To enable automatic purging of patron identification information from transaction logs and item record histories after a specified time period:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These settings are available at the system, library, and branch levels. Patron identification information is removed from transactions and item record histories according to the transacting branch’s settings (not according to the settings of the patrons’ registered branches). The transacting branch is identified in the transaction header <b>OrganizationID</b> field. Patron IDs are not removed from transactions generated by the system unless this feature is enabled at the system level</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and click the <b>Patron Services</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Remove patron ID from circ transactions</b>. The Remove patron ID from circ transactions dialog box opens.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Enable patron ID removal</b>. The <b>Term</b> options become available.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select an interval or select a date:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>months</b>, <b>years</b>, or <b>days</b> in the <b>Term </b>box, and set the appropriate number. For example, if you set the term to <b>2 years</b>, patron identification information is kept for two years following the date of the transaction, then purged from the transaction database and item record histories. The program identifies transactions from which to remove patron information by counting back the number of days starting from beginning of the day it runs (12:00 midnight) through the final day (12:00 midnight).</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:</b> <br />The term is set to 30 days. When the program runs on the night of August 30, it will count back from midnight August 30 through the full day to midnight July 31. The patron ID will be removed from all transactions prior to 12:00 July 31.</p>
|
||||
<ul type="disc">
|
||||
<li>Select <b>exact date</b>, and type a date or select a date from the drop-down calendar. Information for that date will be purged. This option is most useful for testing or implementing the purge feature for a short period of time.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b><b>Important:<br /></b></b>Automatic lost item recovery actions, which take action on the patron account if a lost item is recovered within a set period of time, depend on the availability of patron ID information. If your organization uses automatic lost item recovery actions, be sure to coordinate the settings so that the patron ID is available if the lost item is recovered within the time period you specify. See <a href="../PDPfines/Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Specifying transactions to log</span>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Administration/PDlogging/Logging_Transactions.htm#XREF_22808_Logging">Logging Transactions</a>.</MadCap:conditionalText>
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</p>
|
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</div>
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</div>
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_69168_Set_up_patron"></a>Set up Patron Messages in Polaris Administration</h1>
|
||||
<p><a name="kanchor3675"></a><a name="IX_setting_up_procedure"></a>The messages you define in Polaris Administration are available for selection in the <b>Library assigned</b> list when a staff member posts a message to a patron account.</p>
|
||||
<p>To set up patron messages:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron message text: Configure</b>. The Patron Message Text dialog box appears.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To add a message, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Type up to 250 characters in the <b>Message text</b> box. Your message can include alpha-numeric and special characters, and URLs.</li><li value="2">Click <b>Add</b>. The message is added to the list with an icon that indicates the organizational level at which it was added.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> The <b>Message</b> list includes all the messages added at the system and parent library levels as well as the branch level. The appropriate organizational icon indicates the level at which the message was added. To add a message from a parent organization for use by your organization, click the message. The text appears in the <b>Message text</b> box. Then click <b>Add</b>. Only messages defined at your organizational level can be modified or translated.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">Click <b>Apply</b> to save your changes and continue to work with this dialog box, or click <b>OK</b> to save your changes and close the dialog box.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<ol start="4">
|
||||
<li value="4">To modify an existing message, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select the message in the Messages list. The message is displayed in the <b>Message Text</b> box.</li><li value="2">Edit the message in the <b>Message Text</b> box.</li><li value="3">Click <b>Modify</b>. The modified message is placed in the Messages list.</li><li value="4">Click <b>Apply</b> to save your changes and continue to work with this dialog box, or click <b>OK</b> to save your changes and close the dialog box.</li></ol></li>
|
||||
</ol>
|
||||
<ol start="5">
|
||||
<li value="5">To translate an existing message, follow these steps:</li>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">
|
||||
<p>Select the message in the Messages list and click <b>Translate</b>. The Language Strings dialog box opens.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="2">
|
||||
<li value="2">Select a language from the <b>Choose language</b> list. The options are the languages licensed for Polaris PowerPAC.</li>
|
||||
<li value="3">Type your translation in the language column next to the English equivalent. </li>
|
||||
<li value="4">To insert a diacritic character, click <b>Diacritics</b>. The Character Picker dialog box opens. </li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="5">
|
||||
<li value="5">Select a graphic character set, select the character, and click <b>Insert</b>. For details on choosing diacritic characters, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Cataloging/PKcreate/Choose_characters_diacritics_from_a_chart.htm#XREF_84426_Insert_a_diacritic">Choose characters/diacritics from a chart</a>.</MadCap:conditionalText> The Character Picker dialog box closes.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="6">
|
||||
<li value="6">Click <b>Apply</b> to save your changes and continue to work with the Patron Message Text dialog box, or click <b>OK</b> to save your changes and close the dialog box.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<ol start="6">
|
||||
<li value="6">To delete a message, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select the message in the Messages list.</li><li value="2">Click <b>Delete</b>. </li></ol></li>
|
||||
</ol>
|
||||
<p class="indent4">If the message is linked to any patron record, a warning message is displayed. You can cancel the deletion or continue to delete the message. If you delete it, it is removed from any patron accounts where it is currently posted.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">Click <b>Apply</b> to save your changes and continue to work with the Patron Message Text dialog box, or click <b>OK</b> to save your changes and close the dialog box.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<ol start="7">
|
||||
<li value="7">To set an expiration period for patron messages, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Double-click the Patron Services parameter <b>Patron message text: Expiration period</b> for the organization.</li><li value="2">Set the number of days (0-99) that a message should remain in a patron account (unless it is manually deleted).</li></ol></li>
|
||||
</ol>
|
||||
<p class="indent4">After a message has been posted for the time period you set, it is automatically deleted.</p>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The time is counted from 11:59 on the day the message is created through 11:59 or after of the final day. (The exact time depends on when the automatic deletion job runs.) For example, if the time limit is 5 days, a message created at 2:00 p.m. on Monday will expire at or after 11:59 p.m. Saturday. The period is not affected if the message text is modified. However, if the expiration period is changed, all messages are immediately affected. For example, reducing the expiration period may cause some messages to expire immediately and shorten the life of others.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">Select <b>File </b>><b> Save</b> from the Administration Explorer menu bar.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Staff procedures</span> - <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services/PPregstr/Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>.</MadCap:conditionalText></p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_60272_Setting_Express"></a>Setting Express Registration Defaults and Requirements</h1>
|
||||
<p>The Patron Services parameter <b>Express patron registration options</b> controls the required fields and default values for express patron registration at check-out. These requirements and defaults can be different from those used for ordinary registrations. When a staff member express-registers a patron, the Express Registration workform opens with the default values, and required fields are displayed in bold type. The parameter is available at the system, library, and branch levels.</p>
|
||||
<p>See also:<a href="Set_express_registration_default_values_and_required_fields.htm#XREF_65301_Set_express"> Set express registration default values and required fields</a></p>
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<h1><a name="XREF_24056_Setting_Patron"></a>Setting Options for Deleting Patron Records</h1>
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<p><a name="kanchor2859"></a><a name="IX_methods_overview"></a><a name="kanchor2860"></a><a name="IX_deletion_options"></a>When a patron record is deleted, it is permanently removed from the Polaris database. You can manually delete patron records (see <a href="../../Patron_Services/PPregstr/Deleting_Patron_Records.htm#XREF_81174_Deleting_Patron" data-mc-conditions="Primary.Hidden,Primary.Online">Deleting Patron Records</a>) or you can specify criteria whereby patron records are automatically deleted each night. </p>
|
||||
<p>With either method, you can specify blocks that prevent certain records from being deleted.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Staff must have the following Circulation permissions to delete patron records and override blocks to deletion: <b>Patron registration: Delete</b>, and <b>Patron registration: Override blocks to delete</b>.</p>
|
||||
<p><a name="kanchor2861"></a><a name="IX_auto_deletion_overview"></a>You can set Polaris to automatically delete patron records that have been inactive for a specified number of days. If you set Polaris to immediately delete unblocked records that meet this criterion, you can also choose to place any blocked records in an exceptions record set. You should regularly review this record set. If you do not want any records to be deleted immediately, set Polaris to place all the records that are candidates for deletion, both blocked and unblocked, in a record set where they can be reviewed. After review, some records may be edited and retained, while others may be manually deleted from within the record set. </p>
|
||||
<p class="NoteShade"><b>Note:</b> <br />Automatic deletion is accomplished through a nightly SQL job, Patron Delete. The job is not enabled by default. For details, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Administration/PDquickref/Administration_Shortcut_Keys.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</MadCap:conditionalText></p>
|
||||
<p>Records that are blocked from automatic deletion, whether placed in a record set or not, are deleted automatically when the circumstances that prevented deletion no longer exist. System-assigned circulation blocks prevent automatic deletion. Library-assigned or free-text circulation blocks do not prevent automatic deletion.</p>
|
||||
<p>The Patron Services parameter <b>Patron delete options</b> sets the criteria that affect both manual and automatic deletion of patron records. The parameter is available at the system, library, and branch level.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Even when a patron record is manually deleted in the Polaris staff client, it is not immediately removed from the database. Instead, the barcode is modified and the name, address, e-mail address, and user-defined fields are made blank, and the record is not returned in Find Tool search results. The altered record is then deleted as part of the nightly Patron Processing SQL job. This process optimizes staff client performance, and does not affect the settings, procedures, and conditions for automatically and/or manually deleting patron records described here.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#XREF_42276_Retaining">Retaining Financial Information for Deleted Patron Records</a>
|
||||
</li>
|
||||
<li><a href="Set_options_for_deleting_patron_records.htm#XREF_68397_Set_options_for">Set options for deleting patron records</a>
|
||||
</li>
|
||||
<li><a href="Set_blocks_for_patron_record_deletion.htm#XREF_75702_Set_blocks_for">Set blocks for patron record deletion </a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Retaining_Financial"></a><a name="XREF_42276_Retaining"></a>Retaining Financial Information for Deleted Patron Records</h2>
|
||||
<p><a name="kanchor2862"></a><a name="IX_financial_transaction"></a>Certain patron account data from deleted patron records is saved in separate database tables for the period specified in the Patron Services parameter <b>Account transaction deletion</b>. If an associated item record is also deleted, the item record ID, barcode, title, author, and material type are retained. This process ensures the accuracy of the following reports even when the transacting patron records have been deleted:</p>
|
||||
<ul>
|
||||
<li>Daily Cash Balance Detail</li>
|
||||
<li>Daily Cash Drawer</li>
|
||||
<li>Daily Cash Drawer POS</li>
|
||||
<li>Billed Patrons</li>
|
||||
<li>Fines and Fees</li>
|
||||
<li>Fines and Fees Summary</li>
|
||||
<li>Non-POS Payments</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The Daily Cash Balance Detail, Daily Cash Drawer, and Daily Cash Drawer POS reports can use retrospective data dating back to the beginning of the calendar year during which Polaris 4.0 was installed. The other reports listed here use only data from patron records deleted after Polaris 4.0 was installed. This is because these reports include both charge and payment transactions, and the retrospective data does not include charges.</p>
|
||||
<p>The saved data is then purged according to the parameter setting in the nightly Patron Processing job. For example, if the setting for <b>Account transaction deletion</b> is two years, any data older than two years is purged when the job runs. For more information about setting the <b>Account transaction deletion parameter</b>, see <a href="Setting_Patron_Accounting_Options.htm#XREF_63686_Setting_Patron">Setting Patron Accounting Options</a>. For more information about the cash reports, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services/PPuseacct/Patron_Financial_Reports.htm">Patron Financial Reports</a>.</MadCap:conditionalText></p>
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<h1><a name="XREF_63686_Setting_Patron"></a>Setting Patron Accounting Options</h1>
|
||||
<p><a name="kanchor180"></a><a name="IX_administration_settings"></a>Certain Patron Services parameters control what options are available for handling financial transactions in patron accounts:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Credit for overpayment</b> - Controls whether staff members can accept an overpayment on charges and place a credit on the patron’s account. The charges are paid, and the credit can then be carried on the account or refunded to the patron.</li>
|
||||
<li><b>Distributed waives</b> - Controls whether a specified waived amount can be deducted from every charge on the patron’s account. If a particular charge is greater than or equal to the waived amount, the specified waived amount is deducted from the charge. If a charge is less than the specified waived amount, no action is taken.</li>
|
||||
<li><b>Account transaction deletion</b> - Controls how long finished transactions are listed in the patron’s transaction summary. A deposit or charge transaction is considered finished when the outstanding amount is 0. Your settings for this parameter apply to all patrons registered at the branch. This setting also determines how long some patron account data from deleted patron records is saved for certain financial reports. See <a href="Setting_Options_for_Deleting_Patron_Records.htm#XREF_42276_Retaining">Retaining Financial Information for Deleted Patron Records</a>.</li>
|
||||
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|
||||
<p>These parameters can be set at the system, library, or branch level. At the system level, you can also set Polaris to waive fines automatically at check-out or renewal. You may want to waive fines automatically at check-out for items that are overdue on one patron’s account, but “recovered” when the item is being checked out to another patron. At renewal, you can set Polaris to waive the fine on an overdue item if the same patron is renewing the item. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_42985_Waive_All_Option">Waive All Option in the Patron Status Workform - Account View</a>
|
||||
</li>
|
||||
<li><a href="Set_patron_accounting_options.htm#XREF_31965_Set_patron">Set patron accounting options</a>
|
||||
</li>
|
||||
<li><a href="Set_Polaris_to_waive_fines_at_check-out_or_renewal.htm#XREF_11339_Set_Polaris_to">Set Polaris to waive fines at check-out or renewal</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Waive_All_Option_in_the"></a><a name="XREF_42985_Waive_All_Option"></a>Waive All Option in the Patron Status Workform - Account View</h2>
|
||||
<p><a name="kanchor181"></a><a name="IX_suppressing_Waive_All"></a>By default, the Waive All icon and shortcut key are available for use in the Patron Status workform - Account view. When the permissioned staff member clicks the icon, all of the patron’s fines are waived.</p>
|
||||
<p>You can choose to make the Waive All icon and shortcut key unavailable for use. In Polaris Administration, set the Patron Services parameter <b>Waive All displays</b> to <b>No</b>. The parameter is available at the system, library, and branch levels. The system uses the setting of the workstation’s logged-on branch.</p>
|
||||
<p>This setting makes the icon and shortcut key unavailable and prevents staff members from accidentally waiving all fines with a single click.</p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>The <b>Waive All displays</b> parameter setting affects only the Waive All icon display and shortcut key function. It does not affect a staff member’s permission to waive fines.</p>
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<h1><a name="XREF_25482_Setting_Patron"></a>Setting Patron Duplicate Detection</h1>
|
||||
<p><a name="kanchor4677"></a><a name="IX_See_duplicate_detection_1"></a><a name="kanchor4678"></a><a name="IX_patron_overview_1"></a>When you save a patron record, Polaris automatically checks for duplicate records. By default, Polaris checks the patron name fields (first and last names) for duplicates. Polaris also checks the patron birth date and barcode for matches if this data is in the record. You can set Polaris to check the following <span class="FM_Emphasis">additional</span> patron record fields for matching criteria:</p>
|
||||
<ul>
|
||||
<li>Any two user-defined fields (UDFs)</li>
|
||||
<li>Name on Identification</li>
|
||||
<li>Phone 1 </li>
|
||||
<li>E-mail address</li>
|
||||
</ul>
|
||||
<p>A match on any of these optional fields triggers a duplicate detection match. For example, if<b> Phone 1</b> is selected, a matching phone number triggers a duplicate detection match, even if the patron names do not match.</p>
|
||||
<p class="NoteShade"><b>Note</b>:<br />The system compares field to field, for example, barcode to barcode. The system does not cross-compare fields to find duplicates. For example, the system does not compare patron name with Name on Identification.<br /></p>
|
||||
<p><a name="kanchor4679"></a><a name="IX_matching_characters"></a>A duplicate is a character-for-character match of the complete field. However, if the field contains only one character, the system does not detect these records as duplicates. This prevents unnecessary and false duplicate detection in cases where a library has used an asterisk or another single character to flag certain records.</p>
|
||||
<p><a name="kanchor4680"></a><a name="IX_patron_use_of_birth_date"></a>The system also uses the birth date to check for duplicate patron records to distinguish records that might otherwise be considered a match. For example, if there are two patrons named John Smith, a match is only detected if the birth dates are identical as well. If no birth date is supplied, duplicate checking uses only the existing criteria.</p>
|
||||
<div class="NoteShade"><b>Notes:</b>
|
||||
<ul>
|
||||
<li>
|
||||
<p>When a birth date is included in PAC self-registration, the system uses the birth date to check for duplicate patron records, in addition to the first name and last name. If no birth date is supplied, duplicate checking uses only the first and last names. Use the PAC profile <b>Patron Access options</b> to require a birth date entry for patron registration from PAC. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p>You can opt out of duplicate detection during patron self-registration in PAC using the <b>Patron Access Options</b> dialog. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Public_Access_Admin/PDOPatAcc/Set_up_online_patron_self-registration.htm#XREF_95374_Set_up_online">Set up online patron self-registration</a>.</MadCap:conditionalText></p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<p><a name="kanchor4681"></a><a name="IX_list_limits"></a>When possible duplicate records are detected, the Duplicate Patrons dialog displays a list of the possible duplicates. To conserve system resources, the list is limited to 500 entries per duplicate detection criterion. For example, if 1,000 patrons have the same email address and 30 have the same phone number, Polaris lists 530 possible duplicate records.</p>
|
||||
<p>Use the Patron Services parameter <b>Duplication detection options</b> to select one or more of the optional duplicate-checking fields. This parameter is available at the system, library, and branch level. The system uses the registration library’s settings.</p>
|
||||
<p>See also: <a href="Set_optional_patron_duplicate_detection_fields.htm#XREF_38566_Set_optional">Set optional patron duplicate detection fields</a></p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPpatacct/Setting_Patron_Registration_Lists.htm">Open topic with navigation</a>
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<h1><a name="kanchor2408"></a>Maintaining Patron Registration Lists</h1>
|
||||
<p>You use database tables to maintain the patron address types and patron name titles lists that appear when registering a new patron or updating an existing patron's registration in Polaris and Leap.</p>
|
||||
<h2>Maintaining Patron Address Types</h2>
|
||||
<p><a name="kanchor2409"></a>You can use the Patron Address Types database table to <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add</a>, <a href="../../Administration/PDattribut/Change_a_table_entry.htm">edit</a>, <a href="../../Administration/PDattribut/Reorder_table_entries.htm">reorder</a>, or <a href="../../Administration/PDattribut/Delete_a_table_entry.htm">delete</a> the entries that appear in the <b>Address Types</b> drop-down list in the Patron Registration workform in the Polaris staff client and Leap. </p>
|
||||
<p class="indent2"><a class="MCPopupThumbnailLink MCPopupThumbnailPopup" href="PatAddressTypesDataTabl.png" data-mc-popup-alt=""><img class="MCPopupThumbnail img" data-mc-width="838" data-mc-height="400" src="PatAddressTypesDataTabl_thumb_200_0.png" style="mc-thumbnail: popup;mc-thumbnail-max-height: auto;mc-thumbnail-max-width: 200px;" alt="" title="Click to expand" tabindex="" /></a>
|
||||
</p>
|
||||
<p>In the Polaris staff client, the entries defined in the database table appear in the Add/Edit Address dialog box.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PatAddressTypes_AddDialogonly.png" alt="" />
|
||||
</p>
|
||||
<p>In Leap, the entries appear in the Addresses dialog box.</p>
|
||||
<p class="indent2"><a class="MCPopupThumbnailLink MCPopupThumbnailPopup" href="../../../Resources/Images/PatAddressTypesLeap_AddDialogonly.png" data-mc-popup-alt=""><img class="MCPopupThumbnail img" data-mc-width="795" data-mc-height="544" src="../../../Resources/Images/PatAddressTypesLeap_AddDialogonly_thumb_200_0.png" style="mc-thumbnail: popup;mc-thumbnail-max-width: 200px;mc-thumbnail-max-height: auto;" alt="" title="Click to expand" tabindex="" /></a>
|
||||
</p>
|
||||
<h2><a name="kanchor2410"></a>Maintaining Patron Name Titles</h2>
|
||||
<p>You can use the Patron Name Titles database table to <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add</a>, <a href="../../Administration/PDattribut/Change_a_table_entry.htm">edit</a>, or <a href="../../Administration/PDattribut/Delete_a_table_entry.htm">delete</a> the entries that appear in the <b>Titles</b> drop-down list in the Patron Registration workform in the Polaris staff client and Leap. </p>
|
||||
<p class="indent2"><a class="MCPopupThumbnailLink MCPopupThumbnailPopup" href="PatNameTitleDataTabl.png" data-mc-popup-alt=""><img class="MCPopupThumbnail img" data-mc-width="841" data-mc-height="394" src="PatNameTitleDataTabl_thumb_200_0.png" style="mc-thumbnail: popup;mc-thumbnail-max-height: auto;mc-thumbnail-max-width: 200px;" alt="" title="Click to expand" tabindex="" /></a>
|
||||
</p>
|
||||
<p>In the Polaris staff client, the entries defined in the database table appear in the Title drop-down list on the Patron Registration workform > Addresses view.</p>
|
||||
<p class="indent2"><a class="MCPopupThumbnailLink MCPopupThumbnailPopup" href="TitleinPol.png" data-mc-popup-alt=""><img class="MCPopupThumbnail img" data-mc-width="1044" data-mc-height="461" src="TitleinPol_thumb_200_0.png" style="height: auto;max-height: auto;width: 600px;max-width: 600px;mc-thumbnail: popup;mc-thumbnail-max-width: 200px;mc-thumbnail-max-height: auto;" alt="" title="Click to expand" tabindex="" /></a>
|
||||
</p>
|
||||
<p>In Leap, the entries defined in the database table appear in the <b>Title</b> drop-down list on the Patron Registration workform > Profile view.</p>
|
||||
<p class="indent2">
|
||||
<img src="TitleinLeap_400x523.png" style="width: 400;height: 523;" alt="" />
|
||||
</p>
|
||||
<p>See also: <a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a></p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_45405_Setting_Patron"></a>Setting Patron Registration Required Fields and Defaults</h1>
|
||||
<p>The Patron Services parameter <b>Patron registration options</b> is available at the System, Library, and Branch levels in Polaris Administration. It is used for setting additional required fields and default values for patron records. The parameter includes three tabs: General defaults, Data Field Defaults, and Required Fields. The Data Fields Defaults tab includes two subtabs: the UDFs subtab is used for setting required fields and defaults for user-defined fields; and the Custom Fields subtab is used for setting required fields and defaults for patron custom data fields.</p>
|
||||
<p> When a staff member registers a new patron, the labels for required fields appear in bold text on the Patron Registration workform, and any default values are displayed.</p>
|
||||
<p><a name="kanchor5442"></a><a name="IX_required_fields_setting"></a><a name="kanchor5443"></a><a name="IX_default_values_setting"></a><b>To set required fields and default values for patron records</b>
|
||||
</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron registration options</b>. The Patron Registration Options dialog box - General Defaults tabbed page appears.</li>
|
||||
<li value="3">
|
||||
<p><a name="kanchor5444"></a><a name="IX_setting_default_value"></a>Select a library branch in the <b>Registered at</b> box.</p>
|
||||
<p>If no branch is selected, the patron registration workform defaults to the workstation branch.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p><a name="kanchor5445"></a><a name="IX_setting_default_value_1"></a>Select a code in the <b>Patron Code</b> box.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> Patron codes are used to define available services, loan periods, fines, and limits for specific classes of patrons. The available patron codes are set in the Patron Codes policy table. See <a href="Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>.</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p>Select a class in the <b>Statistical Class</b> box. The <b>Statistical Class</b> box lists the defined classes for the selected branch.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> Statistical class codes are used for reporting purposes. The available codes are set in the Patron Statistical Class Codes policy table. See <a href="../PDPstats/Defining_Patron_Statistical_Codes.htm#XREF_95603_Defining">Defining Patron Statistical Codes</a>.</p>
|
||||
</li>
|
||||
<li value="6">
|
||||
<p><a name="kanchor5446"></a><a name="IX_setting_default_value_2"></a>Select a language in the <b>Language</b> box.</p>
|
||||
<p>This setting controls the default selection in a new patron record. If you have purchased Polaris licenses for additional languages, you can enable multi-lingual notices and have the notice sent in the language specified in the patron record. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm">Delivering Notices by Phone (Outbound Telephony)</a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If you need additional language selections for patron records, contact your Polaris Site Manager.</p>
|
||||
</li>
|
||||
<li value="7">
|
||||
<p><a name="kanchor5447"></a><a name="IX_default_method_in_patron"></a>Select a default method for notifying patrons in the <b>Notification</b> box.</p>
|
||||
<p>This setting controls the default selection in a new patron record. When you set up notification, you can specify the notification method for each specific notice type, including patron preference. In this case, the notice is sent by the method specified in the patron record unless your library chooses to override the preference for certain types of notices. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm">Delivering Notices by Phone (Outbound Telephony)</a>.</MadCap:conditionalText></p>
|
||||
</li>
|
||||
<li value="8">
|
||||
<p><a name="kanchor5448"></a><a name="IX_plain_text_registration"></a>If you plan to send email notices of any kind to patrons, and want to send these as plain text by default, select <b>E-mail notices in plain text</b>.</p>
|
||||
<p>This setting controls the default selection in a new patron record. Individual patron records can set that patron’s preference for plain text or HTML email notices.</p>
|
||||
</li>
|
||||
<li value="9">
|
||||
<p><a name="kanchor5449"></a><a name="IX_setting_as_patron"></a>If you plan to offer eReceipts as an option to patrons who prefer these to printed receipts, and you want to set one or both of these options by default in new patron records, select <b>E-mail receipts</b>, <b>TXT receipts</b>, or both.</p>
|
||||
<p>If you select both options, the default patron record setting for eReceipts is <b>ALL</b>; that is, the patron would receive both email and TXT receipts. For more information about eReceipts, see <a href="../PDPreceipts/Setting_Up_eReceipts.htm">Setting Up eReceipts</a>.</p>
|
||||
</li>
|
||||
<li value="10"><a name="kanchor5450"></a><a name="IX_setting_default_value_3"></a>Type an area code (three digits) in the <b>Phone 1 Area Code</b> box.</li>
|
||||
<li value="11">
|
||||
<p><a name="kanchor5451"></a><a name="IX_setting_default_value_4"></a>Use one of the following methods to set an expiration term. This is the time that the patron’s registration expires:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>To set a precise date, select <b>exact date</b> in the second <b>Expiration term</b> box, and type a date in the first box using the format mm/dd/yyyy.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>To set a date relative to the current date (such as two years from today), select <b>months</b> or <b>years</b> in the second <b>Expiration term</b> box, and type a number in the first box.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Your library may choose to block the patron record when the expiration date is in the past. See <a href="../PDPblocks/Add_select_and_order_patron_block_entries.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Add, select, and order patron block descriptions</span></a>. When the term is updated, the block is removed. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services/PPregstr/Updating_Address_and_Expiration_Term.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Updating Patron Registration Check Dates</span></a>.</MadCap:conditionalText></p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li value="12">
|
||||
<p><a name="kanchor5452"></a><a name="IX_setting_default_value_5"></a>Use one of the following methods to set an address term. This is the time that the patron’s address should be checked:</p>
|
||||
<ul>
|
||||
<li>To set a precise date, select <b>exact date</b> in the second <b>Address check term</b> box, and type a date in the first box using the format mm/dd/yyyy.</li>
|
||||
<li>
|
||||
<p>To set a date relative to the current date (such as two years from today), select <b>months</b> or <b>years</b> in the second <b>Address check term</b> box, and type a number in the first box.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Your library may choose to block the patron record when the address check date is in the past. See <a href="../PDPblocks/Add_select_and_order_patron_block_entries.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Add, select, and order patron block descriptions</span></a>. When the term is updated, the block is removed. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services/PPregstr/Updating_Address_and_Expiration_Term.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Updating Patron Registration Check Dates</span></a>.</MadCap:conditionalText></p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li value="13">Select a country in the second <b>Postal Code</b> box, if necessary.</li>
|
||||
<li value="14">
|
||||
<p>Type a postal code in the first <b>Postal Code</b> box.</p>
|
||||
<p>This setting controls the default values in the <b>Postal Code</b>, <b>City</b>, <b>State/province</b>, and <b>County</b> boxes on the Add/Edit Address dialog box for patron records. If the state is not required as part of the address, you can leave the state empty.</p>
|
||||
</li>
|
||||
<li value="15">
|
||||
<p><a name="kanchor5453"></a><a name="IX_normal_registration"></a>Select the <b>Required Fields</b> tab and do the following to specify additional fields that are required when registering patrons:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />These fields are always required in new patron records: <b>Barcode</b>; <b>Last name</b>; <b>First name</b>; <b>Registered at</b>; <b>Patron code</b>; <b>Expiration</b> term/date; <b>Address check</b> term/date; <b>Notification option</b> and corresponding notification field (for example, <b>Phone 1</b> and the telephone number).</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the checkbox next to each additional field (<b>Address</b>, <b>Birth date</b>, <b>Gender</b>, <b>Password</b>, <b>Statistical class</b>) that you want to require for creating patron records. When the <b>Gender</b> option is selected for the patron’s registration branch, the staff member must select the patron's gender from a drop down menu during patron registration. If <b>None</b> is selected, a message is displayed when the staff member attempts to save the record. The field label appears in bold to indicate it is required. These do not apply to offline registration and are not checked when patron records are bulk-changed or merged.</li>
|
||||
<li value="2">Select <b>Save</b> to save the additional required fields.</li>
|
||||
</ol>
|
||||
</li>
|
||||
<li value="16">
|
||||
<p>If you want to define defaults for user-defined fields (UDFs) or patron custom data fields (PCDFs) or require any of these fields for patron registration, select the <b>Data Field Defaults</b> tab, and do the following:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />User-defined fields are set up at Polaris implementation, using a Patron Services profile at the system level. See <a href="Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</p>
|
||||
<ul>
|
||||
<li>Select the UDFs subtab to display the UDFs that have been defined for your library organization.</li>
|
||||
<li>
|
||||
<p>Select the checkbox next to each UDF that is required for creating patron records.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />User-defined fields are set up at Polaris implementation, using a Patron Services profile at the system level. See <a href="Setting_Up_User-Defined_Fields.htm#XREF_64065_User_Defined">Setting Up User-Defined Fields</a>.</p>
|
||||
</li>
|
||||
<li><a name="kanchor5454"></a><a name="IX_setting_default_values"></a>For free-text UDFs, type text in each UDF box for which you want to specify default text.</li>
|
||||
<li>
|
||||
<p>For drop-menu UDFs, select an option in each UDF drop-menu for which you want to specify a default option.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If you require a drop-menu UDF but do not specify a default option, the field is blank in a new record but the user must select an option.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li value="17">
|
||||
<p>If you want to define defaults for patron custom data fields or make these custom fields required for patron registration, select the Data Field Defaults tab and do the following:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You cannot set default values for dates, and fields with a Boolean type cannot be required.</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the Custom Fields subtab.</li>
|
||||
<li value="2">
|
||||
<p>Select the label text for the field.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />When you select a field, do not select the checkbox unless the field is required to save the patron record.</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p>To specify defaults for the string, Boolean, or integer field type, do the following:</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">String custom field</span> - When you select a string field type, you can enter a default value of up to 255 characters. </li>
|
||||
<li><span class="FM_BulletHead">Boolean custom field</span> - When you select a Boolean field type, you can select a default value of <b>Yes</b>, <b>No</b> or <b>Undefined</b>. Boolean fields appear as checkboxes in the patron registration forms. If the default is set to <b>Yes</b>, the checkbox is selected. If the default is <b>No</b>, the checkbox is not selected.</li>
|
||||
<li><span class="FM_BulletHead">Integer custom field</span> - When you select an Integer field type, you can enter a default value of up to 255 numbers in the box.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li value="4">After defining the default for a field, select <b>Set Default</b>.</li>
|
||||
<li value="5">To require a value in the field, select the checkbox.</li>
|
||||
<li value="6">Select <b>Apply</b> to apply the settings.</li>
|
||||
</ol>
|
||||
</li>
|
||||
<li value="18">Select <b>Save</b> on the Patron Registration Options dialog box.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li><a name="kanchor5455"></a><a name="IX_assigning_to_patron"></a><a name="kanchor5456"></a><a name="IX_default_passwords"></a><span class="FM_BulletHead">Default patron passwords</span> - A step in the nightly Patron Processing SQL job can assign the last four digits of the patron’s primary telephone number (<b>Phone 1</b>) to the password field of the patron record if a password does not exist. The default password step is disabled at installation; if you are interested in activating this feature, contact your Polaris Site Manager.<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> For more information about patron passwords, see <a href="../../Patron_Services/PPregstr/Creating_and_Editing_Patron_Records.htm#XREF_45906_Patron_Passwords" data-mc-conditions="Primary.Hidden,Primary.Online">Patron Passwords and User Names</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Express registration</span> - You can set separate defaults and required fields for <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">express registration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Entering patron information during the check-out process as a service to new, unregistered patrons.</span></a> at check-out. See <a href="Setting_Express_Registration_Defaults_and_Requirements.htm#XREF_60272_Setting_Express">Setting Express Registration Defaults and Requirements</a>.</li>
|
||||
<li><span class="FM_BulletHead">Online registration from PAC</span> - You can allow patrons to register online from the PAC, and set a birth date requirement and default values for online registration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOPatAcc/Set_up_online_patron_self-registration.htm">Set up online patron self-registration</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
</div>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_95488_Setting_Payment"></a>Setting Payment Method Options</h1>
|
||||
<p><a name="kanchor5189"></a><a name="IX_overview_121"></a><a name="kanchor5190"></a><a name="IX_staff_client_2"></a>When a staff member accepts a payment from a patron, the staff member selects a payment method such as <b>Cash</b> or <b>Check</b> to describe the payment. Use the Payment Methods policy table to display or suppress the following payment method options for use in the staff client:</p>
|
||||
<ul type="disc">
|
||||
<li>Cash</li>
|
||||
<li>Check</li>
|
||||
<li>Collection agency</li>
|
||||
<li>Credit card</li>
|
||||
<li>Credit card - Manual</li>
|
||||
<li>Debit card</li>
|
||||
<li>Smart card</li>
|
||||
<li>Voucher</li>
|
||||
</ul>
|
||||
<p>For example, if you do not use a collection agency, you can suppress this option from display. Additionally, if your library does not have an integrated solution but offers a non-integrated payment option, you can select Credit card - Manual to make this option available in the staff client when taking payments. Libraries that already have an integrated solution will leave the Credit card - Manual option unselected in the Payment Methods table. You can also set the order in which the options are displayed in the payment dialog boxes.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Credit card - Manual option does not make credit card payments possible from PAC or MPAC.</p>
|
||||
<p>The payment options you select in the policy table appear in the following situations:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Pay dialog box</span> - Paying charges from the Patron Status workform - Patron Account view (if the patron account has a credit, <b>Pay from credit</b> is an automatic option); paying overdue charges when renewing an item from the Patron Status workform - Items Out view; paying charges when checking in an item; paying overdue charges when renewing an item from the Check Out workform</li>
|
||||
<li><span class="FM_BulletHead">Declare lost item dialog box</span> - Paying charges when declaring an item lost from the Patron Status workform - Items Out view</li>
|
||||
<li><span class="FM_BulletHead">Create credit dialog box</span> - Creating a credit from the Patron Status workform - Patron Account view (<b>Collection agency</b> option does not apply to this situation)</li>
|
||||
<li><span class="FM_BulletHead">Create deposit dialog box</span> - Creating a deposit from the Patron Status workform - Patron Account view (<b>Collection agency</b> option does not apply to this situation)</li>
|
||||
</ul>
|
||||
<p>Payment methods can be set from the system, library, and branch organization levels in the Administration Explorer. However, you specify the options for each branch. When you open the table at the system level, you can view and change entries for any branch. At the library level, you can view and change entries for the branches associated with the library. At the branch level, you can view and change entries for the selected branch.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These System Administration permissions are required to modify this table: <b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify payment methods table: Allow</b>.</p>
|
||||
<p>See also: <a href="Display_or_suppress_payment_methods.htm#XREF_91506_Display_or">Display or suppress payment methods.</a></p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_77421_Setting_Reading"></a>Setting Reading History Options</h1>
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<p><a name="kanchor2466"></a><a name="IX_See_reading_history"></a><a name="kanchor2467"></a><a name="IX_overview_administration"></a>Your library can save a reading history for a patron’s account. In the staff client, this list is displayed on the Patron Status workform - Reader Services view. (The Circulation permission <b>Patron Status: Display reader services</b> is required to view a patron’s reading history on the Patron Status workform.) When reading histories are enabled for a patron’s registered branch, patrons can also view their reading histories by accessing their patron accounts through the PAC. The reading history contains basic information for each item the patron has checked out since the reading history was started.</p>
|
||||
<p>Use the Patron Services parameter <b>Reading history</b> to enable reading histories, set the amount of time an entry remains in the reading history, and set the maximum number of entries that can be retained in the reading history at once. The parameter is available at the system, library, and branch level. After the parameter is set, staff can start reading histories for specific patrons. If reading history is enabled in Polaris Administration, the Reading History view is available on the Patron Registration workform in the Polaris Web App (Leap). <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services/PPregstr/Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>.</MadCap:conditionalText></p>
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<p class="NoteShade"><b>Important:</b>
|
||||
<br /> If your system includes Polaris Outreach Services, reading histories are automatically enabled for outreach services patrons, regardless of the <b>Reading History</b> parameter setting. Separate settings control reading history limits for outreach services patrons. See <a href="../PDPoutreachSA/Set_reading_history_limits_for_outreach_patrons.htm#XREF_84024_Set_reading">Set reading history limits for outreach patrons</a>. For more information about outreach services workflows, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services/PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>.</MadCap:conditionalText></p>
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<p>See also: <a href="Enable_reading_histories.htm#XREF_59459_Enable_reading">Enable reading histories</a></p>
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<h1><a name="kanchor4061"></a>Setting Up Free Text User-Defined Fields for Use as Alternate IDs</h1>
|
||||
<p>Use these steps to configure free text <b>UDF fields</b> in the patron record to be used as an alternate ID to check out items. </p>
|
||||
<p>To configure a free text user-defined field for use as an alternate ID:<br style="font-weight: bold;" /><br style="font-weight: bold;" /></p>
|
||||
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|
||||
<li value="1">In the <b>Administration Explorer tree</b> view, expand the <b>System</b> folder, select <b>Profiles</b>, and then select the <b>Patron Services</b> tab.<br /></li>
|
||||
<li style="font-weight: normal;" value="2"><span style="font-weight: normal;">Select</span> Setup next to <b>Patron registration user defined fields</b>.<br /><img src="../../../Resources/Images/udfaltid2.png" alt="" /><br /></li>
|
||||
<li value="3">In the <b>User Defined Field Options</b> dialog box, select the checkbox <b>Use as alternate ID for checkout</b> to indicate that the free text field can be used as an alternate ID to check out patron items. <br /><img src="../../../Resources/Images/udfaltid3.png" alt="" /><br /></li>
|
||||
<li value="4">Select <b>Apply</b> to save the changes.<br /><img src="../../../Resources/Images/udfaltid4.png" alt="" /><br /></li>
|
||||
<li value="5">(Optional) Select the <b>Only when no barcode match found</b> checkbox if you want the patron search to happen only if no matching barcode is found. This checkbox is only enabled when the <b>Use as alternate ID for checkout</b> checkbox is checked.<br /></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If the Drop-menu option is selected: the field's content will not be affected; the checkboxes will be disabled; and the free text field will be converted to a drop-menu field and cannot be used as an alternate ID.</p>
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<h1><a name="XREF_37348_Setting_UP_Patron"></a>Setting Up Patron Custom Data Fields</h1>
|
||||
<p><a name="kanchor5468"></a><a name="IX_setup_overview_1"></a>You can define up to 10 patron custom data fields in addition to the 5 user defined fields (UDFs). In Polaris Administration, Patron Custom Data Fields (PCDFs) are defined at the System organization level; filtered at the library or branch level; and configured at the branch level to specify required fields or default values for the Patron Registration workform in the staff client and the PAC self-registration and Update Info pages. </p>
|
||||
<p>To define the PCDFs for the library system, enter a unique label and define fields. See <a href="Define_patron_custom_data_fields_PCDFs.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor"> Define Patron Custom Data Fields (PCDFs)</span></a>. Once these PCDFs have been defined at the System level, you can filter the PCDFs at the branch level so that only the PCDFs your branch wants to use are listed. When a PCDF is selected for the branch organization, it will be available to configure for the Patron Registration workform in the staff client and for the Self Registration page in the PAC (PowerPAC and Mobile PAC). See <a href="Filter_patron_codes_for_specific_organizations.htm#XREF_67771_Filter_patron">Filter patron codes for specific organizations</a>.</p>
|
||||
<p>When configuring the display of PCDFs for the staff client Patron Registration workform, you can set default values for custom fields or specify that custom fields are required. See <a href="Setting_Patron_Registration_Required_Fields_and_Defaults.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Patron Registration Required Fields and Defaults</span></a>.</p>
|
||||
<p>A patron custom data field may be modified or deleted at the System level in Polaris Administration, provided the field is not used in any patron record. See <a href="Modify_or_delete_a_PCDF.htm#XREF_46184_Modify_or_delete_a">Modify or delete a PCDF</a>.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For information on configuring PCDFs for PAC registration and contact/preferences update forms,<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> see <a href="../../Public_Access_Admin/PDOPatAcc/Setting_Patron_Account_Options.htm">Setting Patron Access Options</a>.</MadCap:conditionalText></p>
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<h1><a name="XREF_53524_Setting_Up_Patron"></a>Setting Up Patron Messages</h1>
|
||||
<p><a name="kanchor4977"></a><a name="IX_setting_up_overview_10"></a>Staff members with the appropriate permissions can post predefined or free-text messages to specific patron accounts. The messages are posted from the Patron Registration workform or posted and managed from the Patron Status workform - Notes view, and patrons can read and delete them from the PAC patron account. In Polaris Administration, you set up the predefined messages, translate them into Polaris PowerPAC licensed languages if necessary, and set an automatic expiration period for patron messages. For instructions, see: <a href="Set_up_patron_messages_in_Polaris_Administration.htm#XREF_69168_Set_up_patron">Set up patron messages in Polaris Administration</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#XREF_57473_Patron_Messages_in">Patron Messages in the Staff Client and Leap</a>
|
||||
</li>
|
||||
<li><a href="#XREF_97452_Patron_Messages_in">Patron Messages in PAC</a>
|
||||
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|
||||
</ul>
|
||||
<h2><a name="TOC_Patron_Messages_in_the"></a><a name="XREF_57473_Patron_Messages_in"></a>Patron Messages in the Staff Client and Leap</h2>
|
||||
<p>Staff members need the organizational-level Circulation permission <b>Post patron message: Allow</b> to post or modify messages in a patron account, and the system-level Circulation permission <b>Delete patron message: Allow</b> to delete messages. To post a message from the Patron Registration workform, select <b>Tools, Post Message</b>.To post a message from the Patron Status workform - Notes view, click <b>Add Message</b> in the message area of this view.</p>
|
||||
<p>If a patron has unread messages, an alert message appears in the Patron Blocks dialog box during check-out. Staff members can continue the check-out operation or cancel it, or click the block text to open the Patron Status workform - Notes view. The alert message does not place any blocks on patron activity in the PAC.</p>
|
||||
<p>For detailed staff client procedures, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services/PPregstr/Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Patron_Messages_in_PAC"></a><a name="XREF_97452_Patron_Messages_in"></a>Patron Messages in PAC</h2>
|
||||
<p>The My Record page in the PAC patron account displays a Messages drawer that the user clicks or taps to expand the Messages area. The side portion of every page of the patron account also displays counts of new and read messages that are convenient links to open the Messages area of the account. When the Messages area is expanded, the patron can check messages and mark them as read or delete them.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/PACMessages.png" alt="" />
|
||||
</p>
|
||||
<p>When a patron marks a message as read, the status is noted in the Patron Status workform - Notes view in the staff client. When a patron deletes a message, the message is also deleted from the Patron Status workform - Notes view. (Messages are also automatically removed according to the expiration period set in Polaris Administration.)</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> Patrons can also view their messages in the patron account on SIP self-check workstations if the SIP provider supports this feature. They may also print on the SIP checkout receipt. Messages are shortened to 250 characters if necessary, and they cannot be marked as read or deleted.</p>
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<h1><a name="XREF_98334_Setting_Up_Patron"></a>Setting Up Patron Photos</h1>
|
||||
<p><a name="kanchor3905"></a><a name="IX_setup_1"></a>From the Patron Photo view in the Patron Record workform, staff members can take a photo, replace an old photo with a new one, upload an existing image file, or delete the photo from the patron record. If the workstation is set to display the photo, it also appears on the Check Out workform with the other patron information. (The patron’s photo does not appear in the PAC.)</p>
|
||||
<p>Workstations used to process patron photos require a Windows-compatible webcam and associated software. Follow the installation instructions that accompany the webcam.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You cannot install webcam software on a thin client (terminal server environment) or use it via Remote Desktop, so you cannot take new patron pictures by these means. However, if the pictures are loaded from another source or captured on a conventional workstation with webcam software, they are displayed normally in terminal server and Remote Desktop environments.</p>
|
||||
<p>For information about taking and editing patron photos, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services/PPregstr/Working_with_Patron_Photos.htm#XREF_16131_Working_with">Working with Patron Photos</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#XREF_66931_System">System Administration Settings</a>
|
||||
</li>
|
||||
<li><a href="#XREF_64562_Importing_Photos">Importing Photos from an Existing Database</a>
|
||||
</li>
|
||||
<li><a href="Replace_the_default_photo.htm#XREF_65799_Replace_the">Replace the default photo</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_System_Administration1"></a><a name="XREF_66931_System"></a>System Administration Settings</h2>
|
||||
<p><a name="kanchor3906"></a>The Patron Services profile <b>Display photo ID</b> controls the display of patron photos in the Patron Record workform and the Check Out workform. It also controls whether patron photographs are displayed in the Patron Registration workform in the Polaris Web App (Leap). The profile is available at the system, library, branch, and workstation levels, and is set to <b>Yes</b> by default.</p>
|
||||
<p>The following system-level Circulation permissions control the ability to work with patron photos in the Patron Photo view of the Patron Registration workform:</p>
|
||||
<ul>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Modify photo IDs</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Delete photo IDs</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>The permissions are not automatically granted at installation, so you must specifically assign them or supply a supervisor override. (The permissions do not affect the photo display in the Check Out workform.)</p>
|
||||
<h2><a name="TOC_Importing_Photos_from_an"></a><a name="XREF_64562_Importing_Photos"></a>Importing Photos from an Existing Database</h2>
|
||||
<p>A set of existing patron photos can be imported into Polaris in a batch. Imported or uploaded images are limited to one megabyte (1 MG) each. Contact your Polaris Site Manager for more information.</p>
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<h1><a name="kanchor1337"></a>Setting Up <a name="XREF_64065_User_Defined"></a>User-Defined Fields</h1>
|
||||
<p><a name="kanchor1338"></a><a name="IX_See_user_defined_fields"></a><a name="kanchor1339"></a><a name="IX_overview_119"></a>Your patron records can include up to five user-defined fields (UDFs). All five are searchable with the Polaris Find Tool. UDFs can be used for additional identification purposes and as criteria for detecting duplicate patron records. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Your library may allow users to log on to PAC using network credentials instead of the Polaris patron barcode or username and password. If so, a UDF should be defined for the patron’s network username. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For more information, see <a href="../../Public_Access_Admin/PDOPatAcc/Set_Up_PAC_Active_Directory_Log_On.htm">Set Up PAC Active Directory Log On</a>.</MadCap:conditionalText></p>
|
||||
<p>The UDFs are set up when Polaris is implemented. At the system level, you can define UDFs as free-text fields where staff members type text, or as drop-menu options. If you define UDFs as drop-menu options, they appear in drop-menu list boxes everywhere UDFs can be selected.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/UDFPatReg.png" alt="" />
|
||||
</p>
|
||||
<p>Drop-menu option text can be edited, and the options can be deleted provided they are not used in any patron records. Individual branches can specify which drop-menu UDF options to display: determine the order of display; and designate default values to be used during patron registration, <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">express registration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Entering patron information during the check-out process as a service to new, unregistered patrons.</span></a>, and online registration from the PAC.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you plan to use collection agency services, you may need a UDF to identify the guardian of a minor patron. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#XREF_43562_Scanning_Driver_s">Scanning a Driver’s License for Patron Registration</a>
|
||||
</li>
|
||||
<li><a href="View_and_convert_user-defined_fields_for_patron_records.htm#XREF_57352_View_and_convert">View and Convert User-Defined Fields for Patron Records</a>
|
||||
</li>
|
||||
<li><a href="Set_drop-menu_user-defined_fields_for_organizations.htm#XREF_79638_Set_drop_menu_user">Set Drop-Menu User-Defined Fields for Organizations</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Free_Text_User_Defined_Fields_For_Alternate_IDs.htm" name="kanchor1340">Setting Up Free Text User-Defined Fields for Use as Alternate IDs</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Scanning_a_Driver_s"></a><a name="XREF_43562_Scanning_Driver_s"></a>Scanning a Driver’s License for Patron Registration</h2>
|
||||
<p><a name="kanchor1341"></a><a name="IX_setup_for_patron"></a><a name="kanchor1342"></a><a name="IX_setting_up_for_driver_s"></a>California libraries can enter information for a new patron in the patron record by scanning the 2D (two dimensional) barcode on a California driver’s license or ID.</p>
|
||||
<p>Normal barcode scanners will not read data from a driver’s license. The license data is stored in a 2D format using PDF417 barcode symbology. Polaris has tested and recommends the Datalogic Gryphon GD4430 USB scanner. However, most 2D PDF417 USB wedge-type scanners should work.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />This “Driver’s License Scan Facility” feature is separately licensed in Polaris.</p>
|
||||
<p>A free-text Polaris user-defined field must be designated for the driver’s license number. By default, Polaris uses UDF 1. If your library uses a different UDF for the driver’s license, contact your Polaris Site Manager to change the UDF.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The designated user-defined field must be a free text field. If it is changed to a drop-menu field in Polaris Administration, the registration data is entered appropriately when the driver’s license barcode is scanned, but the ID number is not entered in the user-defined field on the patron record.</p>
|
||||
<p>When the driver’s license is scanned during patron registration, the following driver’s license information is entered in the appropriate patron record fields: </p>
|
||||
<ul>
|
||||
<li>Name (Last, First Middle)</li>
|
||||
<li>Street address (up to two lines) </li>
|
||||
<li>City</li>
|
||||
<li>State </li>
|
||||
<li>Postal code</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> The address information is entered in the Home address fields in the Patron Registration workform.</p>
|
||||
<ul>
|
||||
<li>Birth date</li>
|
||||
<li>License number (entered in the designated user-defined field)</li>
|
||||
</ul>
|
||||
<p>For registration instructions using this method <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services/PPregstr/Scan_drivers_license_enter_patron_info.htm#XREF_19190_Scan_driver_s">Scan driver’s license to enter patron information</a>.</MadCap:conditionalText></p>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Technical Notes</h4>
|
||||
<ul>
|
||||
<li>Before the Gryphon scanner is first used, it must be programmed to add a suffix of <b>$</b> to the driver’s license barcode.</li>
|
||||
<li>To avoid problems with patron name and address formatting, you must configure the scanner to run in a mode that returns the line feed character, which indicates the end of each field in the driver's license. For the Gryphon 44XX scanner, the correct mode is USB Alternate Keyboard. The image for reconfiguring the Gryphon 44XX scanner is included in the scanner user guide.</li>
|
||||
<li>The code requires the file <b>DriversLicenseParser.js</b>. When the Polaris staff client is installed, the folder <b><span>ProgramData\Polaris\[version]\Scripts</span></b> is created. The file <b>DriversLicenseParser.js</b> must be placed in the <b>Scripts</b> folder.</li>
|
||||
</ul>
|
||||
<p>Contact your Polaris Site Manager for technical assistance.</p>
|
||||
</div>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1>Setting Options for Associated Patrons</h1>
|
||||
<p>You can specify the following defaults for associated patrons using the Patron Services parameter, <b>Associated patron options</b>:</p>
|
||||
<ul>
|
||||
<li>The limit on the number of records that can be associated with other patron records.</li>
|
||||
<li>Whether the<b> Block me </b>option is selected by default.</li>
|
||||
<li>Whether the<b> Allow me</b> option is selected by default. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Your library may also set the PAC profile, <b>Patron access options</b>, so that patrons can view settings for associated patrons in their PAC accounts. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOPatAcc/Set_patron_associations_display_in_PAC.htm">Set patron associations display in PAC</a>.</MadCap:conditionalText></p>
|
||||
<p>See also: </p>
|
||||
<ul>
|
||||
<li><a href="Block_and_Allow_Settings.htm">Block and Allow Settings for Associated patrons</a>
|
||||
</li>
|
||||
<li><a href="Set_defaults_pat_associations.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set Defaults for Associated Patron Settings </span></a>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_57352_View_and_convert"></a>View and Convert User-Defined Fields for Patron Records</h1>
|
||||
<p><a name="kanchor481"></a><a name="IX_user_defined_fields_1"></a><a name="kanchor482"></a><a name="IX_viewing_13"></a>To view the user-defined fields (UDFs) that have been set up for your Polaris system, set up the options for drop-menu UDFs, and convert UDFs from one type to the other:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Initial values in drop-menu UDFs are derived from your existing data. You can edit them and add more values if necessary. See the following procedure. When existing text UDFs are converted to drop lists, the options will be available only at branches that have used the corresponding text value.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the System folder.</li>
|
||||
<li value="2">Select <b>Profiles</b>, and select the <b>Patron Services</b> tab.</li>
|
||||
<li value="3">Double-click <b>Patron registration user defined fields</b>. The User Defined Field Options dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="UDFsFreeTxtSystem.gif" style="margin-bottom: 0.000pt;width: 254;height: 280;" id="image8" src="UDFsFreeTxtSystem_254x280.gif" />
|
||||
</p>
|
||||
<p class="indent2">The <b>User Defined Field</b>drop-down list contains the UDFs that were set up at implementation. You can select a UDF to determine if it is defined as free-text or drop-menu on the Patron Registration workform and other appropriate system workforms. Drop-menu UDFs display the possible options defined for them. (Individual branches can select options for use and set the display order. See <a href="Set_drop-menu_user-defined_fields_for_organizations.htm#XREF_79638_Set_drop_menu_user">Set drop-menu user-defined fields for organizations</a>.)</p>
|
||||
<p class="indent2">
|
||||
<img alt="UDfsDropmenuSystem.gif" style="margin-bottom: 0.000pt;width: 254;height: 280;" id="image9" src="UDfsDropmenuSystem_254x280.gif" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To convert a free-text UDF to a drop-menu UDF, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the free-text UDF in the <b>User Defined Field</b> list.</li>
|
||||
<li value="2">Select <b>Drop-menu</b>. All the free-text values currently entered in patron records for this UDF are listed as drop-menu options; by default, all are selected as eligible for use by individual organizations.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> If you are converting a free-text UDF with more than 500 unique entries, a message offers you the opportunity to continue or cancel the conversion. Large numbers of values may take some time to convert.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Click <b>OK</b>. (You must click <b>OK</b>before you modify any of the drop-menu options.)</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You can also convert a drop-menu UDF to free text. In this case, all patron records using the options for the drop-menu UDF retain the option text as free-text in the appropriate UDF field.</p>
|
||||
<ol start="5">
|
||||
<li value="5">To add an option for a drop-menu UDF, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the drop-menu UDF in the <b>User Defined Field</b> list.</li>
|
||||
<li value="2">Scroll the list of options to the bottom (blank) entry in the list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="UDFsDropOpNew.gif" style="margin-bottom: 0.000pt;width: 223;height: 246;" id="image10" src="UDFsDropOpNew_223x246.gif" />
|
||||
</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Double-click the blank field and type the new option in the space. You can type up to 64 alpha-numeric characters (letters and numbers).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br /> A drop-menu option cannot be blank except in new records where an option has not yet been chosen or when it is cleared in bulk change. To indicate that no value is selected, set up an option with the text <b>None</b>.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="4">Click <b>Apply</b>.</li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">To edit a drop-menu UDF option, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the drop-menu UDF in the <b>User Defined Field</b> list.</li>
|
||||
<li value="2">Double-click the option and type the new text over the old.</li>
|
||||
<li value="3">Click <b>Apply</b>. All patron records and defaults using the old option will be updated with the option’s new text.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You can also delete a drop-menu option as long as it is not currently being used in a patron record or as an organizational default setting for the UDF. Simply uncheck the option’s <b>Selected</b> checkbox.</p>
|
||||
<ol start="7">
|
||||
<li value="7">Click <b>OK</b> to save your changes and close the dialog box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br /> If you make any UDF changes, you must log out and log back in to the Polaris staff client to see the effects of your changes in Polaris workforms.</p>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Organizational drop-menu UDF options </span>- See <a href="Set_drop-menu_user-defined_fields_for_organizations.htm#XREF_79638_Set_drop_menu_user">Set drop-menu user-defined fields for organizations</a>.</li>
|
||||
<li><span class="FM_BulletHead">Organizational default values for UDFs</span> - See Set patron record required fields and default values .</li>
|
||||
<li><span class="FM_BulletHead">Minor patrons and collection agency services</span> - Collection agency processing may require a UDF that identifies the guardian of a minor patron. See <a href="../PDPcollect/Using_a_Collection_Agency.htm#XREF_72561_Reporting_Minors">Reporting Minors</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user