Staff Client Help v7.3 - v8.0
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPBorrowBMsa/Set_up_Borrow_by_Mail_circulation.htm">Open topic with navigation</a>
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<h1><a name="XREF_23490_Set_outreach"></a>Define Borrow by Mail parameters</h1>
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<p><a name="kanchor3891"></a><a name="IX_setup_procedure"></a>To set up Borrow by Mail, you first designate processing centers at the system level. Other Borrow by Mail settings are available at the library, system, or branch level. </p>
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<p>To set up Borrow by Mail circulation in Polaris Administration:</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the system, and click the <b>Request</b> tab in the details view.</li>
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</ol>
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<ol data-mc-continue="true">
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<li value="2">Double-click <b>Borrow by mail</b>. The Borrow by Mail dialog box - Processing Centers tabbed page appears. (This page appears only when the dialog box is opened at the system level.)</li>
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</ol>
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<ol data-mc-continue="true">
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<li value="3">Select all the organizations that might serve as processing centers for the branches that will enable <b>Borrow by Mail</b>.</li>
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</ol>
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<p class="indent2">To enable Borrow by Mail features for any individual organization, at least one organization must be designated as a processing center on this tabbed page.</p>
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<ul type="disc">
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<li>If you have one central processing center for the whole system, designate only one processing center. </li>
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<li>If various processing centers will serve various branches, or if branches will serve as their own processing centers, select all the possible processing centers.</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>Processing centers may be actual branches or virtual organizations set up for this specific purpose. For more information about creating new organizations, see <a href="../PDPstats/Setting_Statistical_Codes_for_Reports.htm#XREF_22362_Administering"> Setting Statistical Codes for Reports</a>.</p>
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<ol start="4">
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<li value="4">If you will set up all Borrow by Mail options at the system level (that is, all organizations will participate in Borrow by Mail and use the same settings), go directly to the next step. Otherwise, click <b>OK</b> to close the dialog box at this point, and re-open it for each organization that will use Borrow by Mail circulation. </li>
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<li value="5">On the Options tabbed page, select <b>Enable Borrow by Mail</b> and select a processing center for this organization.</li>
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</ol>
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<p class="NoteShade"><a name="kanchor3892"></a><a name="IX_telephone_notification"></a><b>Note:<br /></b>Telephone notices include Borrow by Mail messages if Borrow by Mail is enabled at the system level. If you use both telephone notification and Borrow by Mail, enable Borrow by Mail at the system level, then disable it for any branch that is not using Borrow by Mail.</p>
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<p class="indent2">The available options depend on your settings on the system-level Processing Centers tabbed page.</p>
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<p class="NoteShade"><b>Note:<br /></b>An item that fills a Borrow by Mail request created in the staff client is shipped to the processing center designated for the log-in branch of the workstation that created the hold request. An item that fills a Borrow by Mail request from the PAC is shipped to the processing center designated for the patron’s registered branch.</p>
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<p class="NoteShade"><b>Important:<br /></b>Be sure the processing center is listed in the holds routing sequence table for the branch that originated the hold request. See Setting Up Holds Routing.</p>
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<ol data-mc-continue="true">
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<li value="6">(Optional) Select <b>Display confirmation message in PAC</b> to display a special confirmation message when the patron places a Borrow by Mail request.</li>
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</ol>
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<p class="NoteShade"><b>Tip:<br /></b>You can display the patron’s contact information on the PAC request confirmation page so that the patron can quickly verify the address to which the Borrow by Mail item will be shipped. See <a href="../PDPstats/Setting_Statistical_Codes_for_Reports.htm#XREF_65283_Alerts_blocks_due">Set Holds options: Alerts and blocks</a>.</p>
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<p class="NoteShade"><b>Note:<br /></b>If the processing center charges a delivery fee (see step 11), this confirmation message states the charge and offers the option to continue or cancel the request.</p>
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<ol data-mc-continue="true">
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<li value="7">(Optional) Select <b>Staff display note</b> and edit the text of the note if you wish (maximum 250 characters). If individual branches process their own Borrow by Mail items along with regular circulations, you should check this option to alert staff members to Borrow by Mail items. This note is automatically added to the Hold Request workform - Notes view when the request is saved. It then appears when an item that fills the Borrow by Mail request is <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> at circulation, and alerts the staff member that the item requires Borrow by Mail processing. The system uses the processing center’s setting.</li>
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<li value="8">(Optional) Select <b>PAC display note</b> and edit the text of the note if you wish (maximum 250 characters). This note is automatically added to the Hold Request workform - Notes view when the request is saved. The note is displayed to patrons in the information view for individual items listed on the PAC patron account Requests page. The system uses the processing center’s setting.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>Staff members with the branch-level Circulation permission <b>Hold requests:</b> <b>Modify PAC display note</b> can edit the note for individual hold requests on the Hold Request workform - Notes view.</p>
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<ol data-mc-continue="true">
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<li value="9">Select <b>Suppress charge for Outreach Services patrons</b> if you ordinarily charge a delivery fee for Borrow by Mail requests, but you do not want to charge a fee to homebound (Outreach Services) patrons.</li>
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<li value="10">If you want to change the loan period to accommodate shipping time, select the number of days to extend the calculated loan period for an item. This setting is available only if the organization is designated as a processing center. The system uses the processing center’s setting at bulk checkout. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPstats/Setting_Statistical_Codes_for_Reports.htm#XREF_80808_Processing_Borrow">Bulk-Processing Borrow by Mail Items</a>.</MadCap:conditionalText></li>
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<li value="11">Click the <b>Limits</b> tab to set Borrow by Mail limits:</li>
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</ol>
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<ul type="disc">
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<li>Check the patron codes for the patrons permitted to place Borrow by Mail requests. The system uses the settings for the patron’s registered branch in both the staff client and PAC.</li>
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<li>(Settings available for the system or library level only, or for the processing center defined for a branch organization.) If you want to charge a Borrow by Mail delivery fee, select the appropriate patron code, set the charge amount, and click <b>Apply</b>. You can set separate charges for different patron codes. To specify the same charge for multiple patron codes, select the codes, then set the charge amount and click <b>Apply</b>. The system uses the processing center’s settings for charges. A processing center should set charges for all the patron codes it intends to charge, regardless of whether those codes are used for the processing center’s own patrons.</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>Requests placed from the PAC use the settings of the processing center for the patron’s registered branch, while requests placed from the staff client use the settings of the processing center for the workstation’s branch. It is therefore possible that the fee may differ depending on where the request is placed.</p>
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<ul type="disc">
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<li>Clear the item material types that should not be eligible to fill Borrow by Mail requests. For PAC requests, the system uses the setting for the patron’s registered library. For staff client requests, the system uses the setting for the workstation branch. Be sure to uncheck any item material types used for eContent such as ebooks.</li>
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</ul>
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<p class="NoteShade"><b>Note:<br /></b>You can prevent a specific item from filling a Borrow by Mail request by checking <b>Do not mail</b> on the Item Record workform - Cataloging view.</p>
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<ol start="12">
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<li value="12">Click the <b>Print & Notices</b> tab and make the following settings:</li>
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</ol>
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<ul type="disc">
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<li>Specify a return address for the item mailer. You can select <b>Processing Branch</b> (default) or <b>Item’s Branch</b> (item’s assigned branch).</li>
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<li>Select <b>Enable failure notice</b> to send an automatic notice to the patron when an item cannot be checked out during Borrow by Mail bulk checkout due to blocks on the patron account.</li>
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<li>If you checked <b>Enable failure notice</b>, select a notification method.</li>
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</ul>
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<p class="indent2">The available method options are determined by your settings for notification methods on the <b>Notification options</b> parameter - General tabbed page. For more information about these settings, see <a href="../PDPstats/Setting_Statistical_Codes_for_Reports.htm#XREF_71823_Managing">Delivering Notices by Phone (Outbound Telephony)</a>.</p>
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<p class="NoteShade"><a name="kanchor3893"></a><a name="IX_telephone_notification_1"></a><b>Note:<br /></b>Telephone notices include Borrow by Mail messages if Borrow by Mail is enabled at the system level. If you use both telephone notification and Borrow by Mail, enable Borrow by Mail at the system level, then disable it for any branch that is not using Borrow by Mail.</p>
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<ol start="13">
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<li value="13">Click <b>OK</b>.</li>
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</ol>
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<h4 style="font-style: normal;font-weight: normal;">Related Information</h4>
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<ul type="disc">
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<li><span class="FM_BulletHead">Borrow by Mail workflows</span> - See <a href="#">Borrow By Mail Circulation</a>.</li>
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<li><span class="FM_BulletHead">Request status of Out</span> - When a held item is checked out, the request status changes to Out until the item is returned. The request is then deleted. The status is automatically enabled for organizations using Borrow by Mail and is displayed in the staff client and the PAC patron account (where it appears as <b>Sent</b>). Organizations that do not use Borrow by Mail can choose to display or suppress the display of requests with the status of Out. On the Holds options dialog box - Staff & PAC tabbed page (<b>Request</b> parameters), select the option <b>Display request status “Out”</b>. The setting for the workstation’s logon branch controls the display in the staff client, while the setting for the patron’s registered branch controls the display in the PAC patron account.</li>
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<li><span class="FM_BulletHead">Modify Borrow by Mail item mailer or failure notice text</span> - You can edit and translate the default text with Polaris Language Editor. See the <span class="FM_Emphasis">Polaris Language Editor Guide</span> or Language Editor online Help. Foreign language text for the mailer must include the fee as text because the system does not automatically insert the amount in the foreign language translation.</li>
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<li><span class="FM_BulletHead">Placing Borrow by Mail requests in PAC</span> - See the PowerPAC online help.</li>
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</ul>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_60611_Setting"></a>Setting Up Borrow by Mail Circulation</h1>
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<p><a name="kanchor5923"></a><a name="IX_setup_overview_3"></a>With Polaris Borrow by Mail options, staff members and patrons can request library materials and have the requested materials delivered by mail. Libraries can restrict Borrow by Mail options by patron code, establish a fee for the service, and allow exceptions to the fee for some patrons, such as homebound patrons. </p>
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<p class="NoteShade"><b>Note:<br /></b>Polaris Borrow by Mail is available by license. There is no additional cost, but Borrow by Mail features are available only if the license is activated.</p>
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<p>Within a library system or consortium, one or more branches can be designated as Borrow by Mail processing centers in Polaris Administration. Processing centers may be actual branches or virtual organizations set up for this specific purpose. When a Borrow by Mail request is placed, the pickup location defaults to a designated processing center, and the item is routed to this location by normal holds routing procedures. You can designate multiple processing centers. Or a branch may handle both normal and Borrow by Mail requests by establishing itself as a processing location. In this case, an optional message alerts staff to a Borrow by Mail request when the item is <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> at circulation. </p>
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<p>At the processing center, Borrow by Mail items are placed in packets (one item per package), with an accompanying letter, mailing label, and return address label. They are checked out to the patron and then shipped. A tracking number can then be entered into the request workform. After check-out and until the item is returned, the request status is Out.</p>
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<p>To set up Borrow by Mail, you first designate processing centers at the system level. Other Borrow by Mail settings are available at the library, system, or branch level. See <a href="Set_up_Borrow_by_Mail_circulation.htm">Define Borrow by Mail parameters.</a></p>
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||||
<p>For more information about using Borrow by Mail functions in the staff client, see <a href="#">Borrow By Mail Circulation</a>.</p>
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<h1><a name="XREF_57129_E_Commerce_with"></a>E-Commerce with Comprise SmartPAY</h1>
|
||||
<p><a name="kanchor1136"></a><a name="IX_overview_125"></a><a name="kanchor1137"></a><a name="IX_Comprise_SmartPAY_1"></a><a name="kanchor1138"></a><a name="IX_Comprise_SmartPAY"></a>Polaris supports e-commerce with Comprise SmartPAY Merchant Service Program (MSP) from Comprise Technologies, Inc., a PCI-compliant hosted payment solution suitable for both Polaris Virtual Private Cloud (Hosted) and Polaris ILS turnkey customers in the United States and Canada. Comprise SmartPAY, which handles authorization requirements, is responsible for PCI compliance. Polaris stores only the last four digits of the credit card number and the store order when payment is made through Comprise SmartPAY. For more information about the Comprise SmartPAY solution, see: http://www.comprisetechnologies.com/?page_id=32<br /></p>
|
||||
<p>With Comprise SmartPAY MSP, the library can accept credit card and debit card payments made from the Polaris staff client, Leap, Polaris ExpressCheck, Polaris PowerPAC, and Mobile PAC. Comprise SmartPAY uses a single SmartServer linked with your library’s Polaris database, and the library will have a single Comprise account for all payment portals. Each staff client and ExpressCheck workstation that will accept credit card payments must have a Comprise SmartTerminal (the SmartPAY card reader device) connected to it.</p>
|
||||
<p>Refunds must be performed at a staff client workstation with a SmartPAY SmartTerminal device attached. Both the branch that took the payment and the branch issuing the refund must use SmartPAY. The refund transaction is initiated in Polaris, for example from the Patron Account. The user is prompted to swipe the card in the SmartTerminal device. The same card that made the payment must be used. Each refund requires a card swipe. If the user is refunding 3 separate payments, the card must be swiped 3 times.</p>
|
||||
<p>SmartPAY refunds are issued “per payment,” not per charge. For example:</p>
|
||||
<ul type="disc">
|
||||
<li>If 3 charges were paid with a single payment transaction, the total of all 3 can be refunded with a single refund transaction/card swipe.</li>
|
||||
<li>If 3 charges were paid with 3 separate payment transactions, then each must be refunded with separate refund transactions—3 card swipes.</li>
|
||||
<li>Partial refunds are supported when refunding any payment. If 3 charges were paid with a single transaction, a partial refund of each payment is supported. </li>
|
||||
<li>Automatic refunds related to lost item recovery are not supported. Polaris recommends that you disable any Refund option for lost-and-paid recovery when using SmartPAY. If automatic refund is enabled with SmartPay, the payment will be left as is in the patron account. No refund is created.</li>
|
||||
<li>Refunds made from the SmartPAY web interface (not using the API from within the Polaris staff client) are not reflected in the patron account and cannot be duplicated in Polaris.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Credit card payments for Polaris Fusion digital materials through SmartPAY are not available at this time.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_29661_Staff_Client">Staff Client Payments - Comprise SmartPAY</a>
|
||||
</li>
|
||||
<li><a href="#TOC_ExpressCheck_Payment">ExpressCheck Payments - Comprise SmartPAY</a>
|
||||
</li>
|
||||
<li><a href="#XREF_41410_PAC_Payment">PAC Payments - Comprise SmartPAY</a>
|
||||
</li>
|
||||
<li><a href="#XREF_40899_SmartPAY_Staff">SmartPAY Staff User Interface</a>
|
||||
</li>
|
||||
<li><a href="Set_up_Comprise_SmartPAY_processing_in_Polaris_Administration.htm#XREF_40509_Set_up_Comprise">Set up Comprise SmartPAY processing in Polaris Administration </a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Staff_Client_Payment"></a><a name="XREF_29661_Staff_Client"></a>Staff Client Payments - Comprise SmartPAY</h2>
|
||||
<p>The staff member can pay a patron’s charges via Comprise SmartPAY when Comprise SmartPAY is the selected payment gateway for the staff member’s log-on branch (see <a href="Set_up_Comprise_SmartPAY_processing_in_Polaris_Administration.htm#XREF_40509_Set_up_Comprise">Set up Comprise SmartPAY processing in Polaris Administration</a>), and a SmartTerminal is connected to the workstation. The system checks whether the payment is an overpayment, which is not allowed, or under the minimal amount set for credit card transactions, and displays appropriate messages to stop the transaction in these cases. Otherwise, the Credit Card Payment dialog box opens.</p>
|
||||
<p class="indent">
|
||||
<img alt="CreditCardPaymentDX.gif" style="margin-bottom: 0.000pt;width: 298;height: 218;" src="CreditCardPaymentDX_298x218.gif" /> </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Entries in the Note field on this dialog box appear on the Polaris Store Order. For information about viewing credit card transactions and “orders,” <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Patron_Services/PPuseacct/Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</MadCap:conditionalText></p>
|
||||
<p>When the staff member clicks <b>Submit</b>, the system creates Store Order, Store Transaction, and Store Details entries with Pending status, sends the request to SmartPAY, and sends a query result request to SmartPAY every 5 seconds. When the credit card is swiped at the SmartTerminal device and authorized, the system notifies SmartPAY that the transaction is finished, the ILS Store Order is updated to Complete status and the ILS Store Transaction to Success status, and the patron account is updated. A confirmation message is displayed after a few seconds, and a receipt is generated as with any other payment method.</p>
|
||||
<h2><a name="TOC_ExpressCheck_Payment"></a><a name="XREF_75142_ExpressCheck"></a>ExpressCheck Payments - Comprise SmartPAY</h2>
|
||||
<p>The ExpressCheck workstation must be equipped with a SmartTerminal card reader. The logged-on ExpressCheck user selects the charges to pay on the patron account Fines & fees page, and selects <b>Pay</b>. The confirmation screen is displayed.</p>
|
||||
<p class="indent">
|
||||
<img alt="XpressConfirm.gif" style="margin-bottom: 0.000pt;width: 386;height: 235;" id="image39" src="XpressConfirm_386x235.gif" /> </p>
|
||||
<p>When the user selects <b>Accept</b>, the screen instructs the user to swipe the credit card at the SmartTerminal device.</p>
|
||||
<p class="indent">
|
||||
<img alt="XpressSwipe.gif" style="margin-bottom: 0.000pt;width: 387;height: 235;" id="image40" src="XpressSwipe_387x235.gif" /> </p>
|
||||
<p>The Polaris system creates Store Order, Store Transaction, and Store Details entries with Pending status, sends the request to SmartPAY, and sends a query result request to SmartPAY every 5 seconds. When the credit card is swiped at the SmartTerminal device and authorized, a success message is displayed and the user selects <b>Finish</b>.</p>
|
||||
<p class="indent">
|
||||
<img alt="XpressFinish.gif" style="margin-bottom: 0.000pt;width: 387;height: 235;" id="image41" src="XpressFinish_387x235.gif" /> </p>
|
||||
<p>The Polaris system then notifies SmartPAY the transaction is finished, the ILS Store Order is updated to Complete status and the ILS Store Transaction to Success status, and the patron account is updated. A print or e-mail receipt is generated according to the receipt option the user selected.</p>
|
||||
<h2><a name="TOC_PAC_Payment_Workflow"></a><a name="XREF_41410_PAC_Payment"></a>PAC Payments - Comprise SmartPAY</h2>
|
||||
<p>Payments from PowerPAC and Mobile PAC are Web-based, and patrons enter their credit card information by typing it in an on-screen form.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can prevent Web-based credit card payments from within the library by setting the system-level Credit Card Payments parameter <b>Exclude local workstations from web based payments</b> to <b>Yes</b>. See <a href="#XREF_71083_Excluding_In_House">Excluding In-House Workstations from Web-Based Payments</a>.</p>
|
||||
<p>The logged-on PAC user selects the charges to pay on the patron account Fines & Fees page, and clicks <b>Pay Fines Now</b>. If the library has specified a processing fee, a message is displayed.</p>
|
||||
<p class="indent">
|
||||
<img alt="PACProcFee.gif" style="margin-bottom: 0.000pt;width: 307;height: 161;" id="image42" src="PACProcFee_307x161.gif" /> </p>
|
||||
<p>When the user clicks <b>Accept</b>, the Fines & Fee summary page is displayed. This page totals the selected charges and processing fee, if any, and informs the user that they will be redirected to SmartPAY. </p>
|
||||
<p class="indent">
|
||||
<img alt="PACFinesFeesSummary.gif" style="margin-bottom: 0.000pt;width: 284;height: 218;" id="image43" src="PACFinesFeesSummary_284x218.gif" /> </p>
|
||||
<p>When the user clicks <b>Continue</b>, the SmartPAY checkout page opens.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The “time remaining” value on this page is configured by Comprise SmartPAY. The default value is 90 seconds.</p>
|
||||
<p class="indent">
|
||||
<img alt="SmartPAYPmntForm.gif" style="margin-bottom: 0.000pt;width: 325;height: 298;" id="image44" src="SmartPAYPmntForm_325x298.gif" /> </p>
|
||||
<p>The user enters credit card payment information and an e-mail address. SmartPAY will send an e-mail receipt for the payment to the e-mail address specified on this page. When the user clicks <b>FINISH</b>, the SmartPAY payment confirmation page is displayed. The ID number on this page is the Polaris patron record ID, and the invoice number is the Polaris Store Order ID.</p>
|
||||
<p class="indent">
|
||||
<img alt="SmartPAYConfirm.gif" style="width: 235.855pt;height: 192.368pt;margin-bottom: 0.000pt;" id="image45" src="SmartPAYConfirm.gif" /> </p>
|
||||
<p>When the user clicks <b>Finish</b>, a printable receipt page is displayed. The library information shown on the e-mail receipt and on this page is specified by Comprise as part of your setup process. The Invoice number is the Polaris Store Order ID, and the Track number is the Comprise transaction ID. The user can click <b>Print</b> to print the receipt, or click <b>Finish</b> to return to the Polaris PAC page specified in Polaris Administration (see <a href="Set_up_Comprise_SmartPAY_processing_in_Polaris_Administration.htm#XREF_40509_Set_up_Comprise">Set up Comprise SmartPAY processing in Polaris Administration</a>). Similar processing is available for donations.</p>
|
||||
<p class="indent">
|
||||
<img alt="SmartPAYReceipt.gif" style="width: 234.992pt;height: 231.823pt;margin-bottom: 0.000pt;" id="image46" src="SmartPAYReceipt.gif" /> </p>
|
||||
<h2><a name="TOC_Excluding_In_House3"></a><a name="XREF_71083_Excluding_In_House"></a><a name="TOC_SmartPAY_Staff_User"></a><a name="XREF_40899_SmartPAY_Staff"></a>SmartPAY Staff User Interface</h2>
|
||||
<p>SmartPAY also provides a SmartPAY API Staff User Interface at <br /><b>https://dev.comprisetechnologies.com/SMARTPAYAPI/WEBSMARTPAY.dll?Adminlogin</b></p>
|
||||
<p>You can use this interface to get a transaction report, and credit or void transactions. </p>
|
||||
<p class="indent">
|
||||
<img alt="CompriseStaffinterface.gif" style="width: 245.345pt;height: 219.266pt;margin-bottom: 0.000pt;" id="image47" src="CompriseStaffinterface.gif" /> </p>
|
||||
<p>Supply the username and password provided by SmartPAY, and log in. From the <b>Activity</b> tab, you can list all transactions made from SmartPAY terminals or online for the specified time period.</p>
|
||||
<p class="indent2">
|
||||
<img alt="SmartPAYReport.gif" style="margin-bottom: 0.000pt;width: 284;height: 227;" id="image48" src="SmartPAYReport_284x227.gif" /> </p>
|
||||
<p>Credits can be made for any transactions that were made before today and have a remaining payment balance. Voids can be made for payment transactions that were made today. However, Credits and Voids made from the SmartPay API Staff User Interface do not update the patron account in Polaris. The staff member must manually reconcile these transactions within Polaris.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="kanchor442"></a><a name="IX_setting_up_EnvisionWare"></a><a name="kanchor443"></a><a name="IX_setting_up_the_payment"></a><a name="XREF_42609_E_Commerce_with"></a>E-Commerce with EnvisionWare<sup><span style="vertical-align: super; font-size: 14pt;">®</span></sup></h1>
|
||||
<p>Libraries licensed to use EnvisionWare as the payments gateway for submitting credit card payments can select from the following options in the <b><a href="Set_up_EnvisionWare_processing_in_Polaris_Administration.htm#XREF_43183_Set_up"><b>Credit Card Payment</b> > <b>Online payments configure parameter</b></a></b> in Polaris Administration:</p>
|
||||
<ul>
|
||||
<li>Enable credit card payments from the PAC (PowerPAC and Mobile PAC) - When this option is selected, patrons can use the EnvisionWare eCommerce Services Self Service application to submit credit card payments from the PAC. The Polaris API is required.</li>
|
||||
<li>Enable credit card payments from the staff client or Leap without using EnvisionWare's point of sale (POS) Staff Register software - When this option is selected, staff members can submit credit card payments from the Polaris staff client.</li>
|
||||
<li>Enable credit card payments from the staff client using EnvisionWare's Staff Register application - When this option is selected, staff members use the EnvisionWare Staff Register application to submit credit card payments from the Polaris staff client. SIP is required.</li>
|
||||
<li>Enable credit card payments from ExpressCheck.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Partial payments can be accepted in the staff client, but not in ExpressCheck. Refunds for credit card payments cannot be processed through EnvisionWare.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#Staff" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Staff Client Credit Card Payments - EnvisionWare</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_ExpressCheck_Payment" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">ExpressCheck Credit Card Payments - EnvisionWare</span></a>
|
||||
</li>
|
||||
<li><a href="#PAC" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">PAC Payments - EnvisionWare</span></a>
|
||||
</li>
|
||||
<li><a href="Set_up_EnvisionWare_processing_in_Polaris_Administration.htm#XREF_43183_Set_up">Set up EnvisionWare processing in Polaris Administration</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="Staff"></a>Staff Client Credit Card Payments - EnvisionWare</h2>
|
||||
<p>In Polaris Administration, your library can set up credit card payments from the staff client using EnvisionWare's Staff Register interface or the Polaris interface. If <b>Enable ExpressCheck/Staff Client (without POS)</b> is selected for the library organization, the Polaris credit card payment interface is used. If <b>Enable Staff Client with POS</b> is selected for the library organization, the EnvisionWare Staff Register interface is used.</p>
|
||||
<h3>Staff client credit card payments without EnvisionWare's Staff Register interface</h3>
|
||||
<p>The staff member can pay a patron’s charges via EnvisionWare when it is the selected payment gateway for the staff member’s log-on branch (see <a href="Set_up_EnvisionWare_processing_in_Polaris_Administration.htm">Set up EnvisionWare processing in Polaris Administration </a>). The system checks whether the payment is an overpayment, which is not allowed, or under the minimal amount set for credit card transactions, and displays appropriate messages to stop the transaction in these cases. Otherwise, the Credit Card Payment dialog box opens.</p>
|
||||
<p class="indent">
|
||||
<img alt="CreditCardPaymentDX.gif" style="margin-bottom: 0.000pt;width: 298;height: 218;" id="image38" src="CreditCardPaymentDX_298x218.gif" /> </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Entries in the Note field on this dialog box appear on the Polaris Store Order. For information about viewing credit card transactions and “orders,” see <a href="../../Patron_Services/PPuseacct/Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</p>
|
||||
<h3>Staff client credit card payments using EnvisionWare's Staff Register interface</h3>
|
||||
<p>When the option <b>Enable Staff Client with POS</b> is selected, the Staff Register application is used to submit payments initiated from the Polaris staff client. Credit card payments can be made from the Patron Status workform, Patron Account view or the Check In workform.</p>
|
||||
<p>The user selects Pay, and the EnvisionWare Staff Register application opens where the user selects the fines or fees the patron is paying.</p>
|
||||
<h2><a name="TOC_ExpressCheck_Payment"></a><a name="XREF_75142_ExpressCheck"></a>ExpressCheck Credit Card Payments - EnvisionWare</h2>
|
||||
<p>The logged-on ExpressCheck user selects the charges to pay on the patron account Fines & fees page, and selects <b>Pay</b>. The confirmation screen is displayed.</p>
|
||||
<p class="indent">
|
||||
<img alt="XpressConfirm.gif" style="margin-bottom: 0.000pt;width: 386;height: 235;" id="image39" src="XpressConfirm_386x235.gif" /> </p>
|
||||
<p>When the user selects <b>Accept</b>, the screen instructs the user to swipe the credit card.</p>
|
||||
<p class="indent">
|
||||
<img alt="XpressSwipe.gif" style="margin-bottom: 0.000pt;width: 387;height: 235;" id="image40" src="XpressSwipe_387x235.gif" /> </p>
|
||||
<p>The Polaris system creates Store Order, Store Transaction, and Store Details entries with Pending status, sends the request to EnvisionWare, and sends a query result request to EnvisionWare every 5 seconds. When the credit card is swiped and authorized, a success message is displayed and the user selects <b>Finish</b>.</p>
|
||||
<p class="indent">
|
||||
<img alt="XpressFinish.gif" style="margin-bottom: 0.000pt;width: 387;height: 235;" id="image41" src="XpressFinish_387x235.gif" /> </p>
|
||||
<p>The Polaris system then notifies EnvisionWare the transaction is finished, the ILS Store Order is updated to Complete status, the ILS Store Transaction is updated to Success status, and the patron account is updated. A print or e-mail receipt is generated according to the receipt option the user selected.</p>
|
||||
<h2><a name="PAC"></a>PAC Payments - EnvisionWare</h2>
|
||||
<p>Payments from PowerPAC and Mobile PAC are Web-based, and patrons enter their credit card information by typing it in an online form.</p>
|
||||
<p>The logged-on patron selects the charges to pay on the patron account Fines & Fees page, and clicks <b>Pay Fines Now!</b>. If the library has specified a processing fee, a message is displayed.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/PACPayFinesNow.png" alt="" />
|
||||
</p>
|
||||
<p>The EnvisionWare Self Service application opens displaying the amount owed in the Transaction Options window.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/transopts_268x165.gif" style="width: 268;height: 165;" alt="" />
|
||||
</p>
|
||||
<p>The patron selects <b>Pay Fines/Fees</b>.</p>
|
||||
<p>The Itemized Fines window displays each charge.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/envItemizedChargesPAC_327x231.gif" style="width: 327;height: 231;" alt="" />
|
||||
</p>
|
||||
<p>The patron selects the checkbox next to each charge to pay, and selects <b>Submit</b>.</p>
|
||||
<p>The Payment Options window opens.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/envPayCreditCardPAC_236x144.gif" style="width: 236;height: 144;" alt="" />
|
||||
</p>
|
||||
<p>The patron selects <b>Pay From Credit Card</b>.</p>
|
||||
<p>The Credit Card window opens.</p>
|
||||
<p>The patron enters the credit card information, and selects <b>Submit</b>.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/envcredcard_279x217.gif" style="width: 279;height: 217;" alt="" />
|
||||
</p>
|
||||
<p>The patron selects the <b>Submit</b> button to submit the payment to EnvisionWare for processing. If the payment is successful, a confirmation is displayed. The patron account is updated in Polaris.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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|
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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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+79
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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 |Setting Up E-Commerce - Overview and Requirements" 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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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/E-Commerce_PayPal_Payflow_Pro.htm">Open topic with navigation</a>
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<div class="nocontent">
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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_92731_Setting_Up_PAC"></a>E-Commerce with PayPal<span class="FM_SuperScript">®</span> Payflow Pro<span class="FM_SuperScript">®</span></h1>
|
||||
<p><a name="kanchor493"></a><a name="IX_overview_122"></a><a name="kanchor494"></a><a name="IX_Payflow_Pro_overview"></a><a name="kanchor495"></a><a name="IX_Payflow_Pro"></a>Polaris supports integrated credit card payment processing using the credit card processing service PayPal<span class="FM_SuperScript">®</span> Payflow Pro<span class="FM_SuperScript">®</span>.<span class="FM_SuperScript"> </span>You can accept credit card payments from the staff client, Polaris PowerPAC and Mobile PAC, and Polaris ExpressCheck for charges on the patron account and donations to the library (PAC only). A separate license is required for each application. You can set up credit card processing at the system, library, or branch level; you can make separate settings for the staff client, PAC, and Polaris ExpressCheck.</p>
|
||||
<p>To accept credit card payments with PayPal, your library establishes an account with PayPal directly, or with an e-commerce provider such as a bank that offers PayPal Payflow Pro payment processing.</p>
|
||||
<p>To set up Polaris for PayPal Payflow Pro credit card processing, you will need the following information regarding the library’s Payflow Pro account:</p>
|
||||
<ul type="disc">
|
||||
<li>Vendor (library) name, user name and password</li>
|
||||
<li>Partner code (PayPal or your e-commerce provider)</li>
|
||||
<li>PayPal’s server name</li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Set_up_PayPal_Payflow_Pro_credit_card_payments.htm#XREF_20301_Set_up_credit_card">Set up PayPal Payflow Pro credit card payments</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</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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<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 |Setting Up E-Commerce - Overview and Requirements" 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/PDPCreditCard.fm" /><title>E-Commerce with PayPal Payflow Link</title>
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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_35547_Credit_Card"></a>E-Commerce with PayPal Payflow Link</h1>
|
||||
<p><a name="kanchor1036"></a><a name="IX_Payflow_Link"></a><a name="kanchor1037"></a><a name="IX_overview_123"></a><a name="kanchor1038"></a><a name="IX_Payflow_Link_overview"></a>Polaris supports PayPal’s Payflow Link payment gateway for credit card payments from Polaris PowerPAC and Mobile PAC. The Payflow Link gateway is a “redirect and postback” method of providing credit card payments from Polaris PAC applications. An advantage of this method is that much of the responsibility of PCI compliance falls to the gateway, which handles authorization requirements, rather than the library. No credit card information is stored in the Polaris database when payment is made through the Payflow Link hosted payments site. For more information about the Payflow Link gateway, see<br /><b><a href="https://merchant.paypal.com/cgi-bin/marketingweb?cmd=_render-content&content_ID=merchant/payment_gateway">https://merchant.paypal.com/cgi-bin/marketingweb?cmd=_render-content&content_ID=merchant/payment_gateway</a></b></p>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br />PayPal supports TLS 1.0. If Payflow link is attempting to post back to the Polaris PAC site, it will fail if the server has been configured to allow TLS 1.1 and TLS 1.2 connections (TLS 1.0 has been disabled)<br /></p>
|
||||
<p>The logged-on PAC user selects the charges to pay and clicks <b>Pay Fines Now</b>. When the user clicks <b>Pay Fines Now</b>, the Payflow Link checkout page opens. After the credit card payment transaction has been set up and finalized, the user clicks a link to return to the Fines & Fees page in the Polaris patron account. Payflow Link sends an e-mail receipt for the payment to the user’s e-mail address specified on the Hosted Checkout page. Similar processing is available for donations.</p>
|
||||
<p>The Polaris e-commerce licenses for Polaris PowerPAC and Mobile PAC (if your system includes Mobile PAC) are required to use this feature. For fine payments, both the PAC connection branch and the patron’s registered branch must support credit card processing. The patron’s registered branch settings determine the specific credit card processor and parameters. For donations, the selected recipient branch’s settings determine the specific credit card processor and parameters.</p>
|
||||
<p>Payments from the staff client or from Polaris ExpressCheck are not supported.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When the payment processing gateway for the staff client log-in branch is Payflow Link, the Credit Card Payments Manager is not available from the <b>Utilities</b> menu. At branches where the Credit Card Payments Manager is accessible, store orders and store transactions do not appear for Payflow Link transactions.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_34882_Refunds">Refunds</a>
|
||||
</li>
|
||||
<li><a href="#XREF_98727_Payflow_Link">Payflow Link Reports</a>
|
||||
</li>
|
||||
<li><a href="Set_up_the_PayPal_Payflow_Link_gateway_account.htm#XREF_24557_Set_up_the_PayPal">Set up the PayPal Payflow Link gateway account</a>
|
||||
</li>
|
||||
<li><a href="Set_up_Payflow_Link_processing_in_Polaris_Administration.htm#XREF_70881_Set_up_Payflow">Set up Payflow Link processing in Polaris Administration</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Refunds"></a><a name="kanchor1039"></a><a name="IX_e_commerce_Payflow_Link"></a><a name="XREF_34882_Refunds"></a>Refunds</h2>
|
||||
<p>With the Payflow Link hosted gateway solution, refund transactions are not integrated in Polaris. Credit card refunds must be handled separately, both through Payflow Link and manually from the Polaris patron account in the Polaris staff client. For example, if a replacement charge has been paid via credit card, the refund must be issued manually from the Polaris patron account transaction summary and then again from Payflow Link. Work with Payflow Link to establish the appropriate staff accounts for handling refunds, then establish the refunds workflow with your staff. Do not allow staff to issue refunds to credit card payments from the Polaris patron account as cash or credit; instead, they must select <b>Refund.</b></p>
|
||||
<p class="indent">
|
||||
<img alt="RefundTrans.gif" style="margin-bottom: 0.000pt;width: 445;height: 334;" id="image8" src="RefundTrans_445x334.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>If a patron successfully pays by credit card using the Payflow Link web page and the transaction is voided because Polaris was unable to update the database, then no record of a payment is made in Polaris and the patron’s credit card payment will be voided by Payflow Link. If a staff member attempts to manually void a transaction using the PayPal manager, the void transaction is not reflected in Polaris.</p>
|
||||
<p>Polaris also supports integrated credit card processing, such as PayPal’s Payflow Pro (see <a href="E-Commerce_PayPal_Payflow_Pro.htm#XREF_92731_Setting_Up_PAC">E-Commerce with PayPal® Payflow Pro®</a>), which does offer credit card refunds from within Polaris. In systems where some sites use an integrated solution and others use a gateway solution such as Payflow Link, refunds can only be made in these circumstances:</p>
|
||||
<ul type="disc">
|
||||
<li>The staff client log-on branch supports integrated payments and the <b>Online Payments: Configure</b> option in Polaris Administration (Credit Card parameters) is set to allow payments from the staff client for the integrated solution.</li>
|
||||
<li>The original payment was made using the integrated solution and the <b>Online Payments: Configure</b> option is set to allow payments from the staff client for the integrated solution.</li>
|
||||
</ul>
|
||||
<p>Otherwise, when an attempt is made to refund a credit card payment in Polaris, a message displays indicating that no refund transaction can be created. The credit card is not refunded and the patron account is left as is. This situation might occur if a consortium has implemented both integrated and hosted credit card payment solutions, or a library or consortium has changed from one solution to another and the refund is attempted after the change.</p>
|
||||
<h2>Lost Item Recovery</h2>
|
||||
<p>If a lost-and-paid item is recovered at check-in and the payment was made via credit card, and the library has set the lost-and-paid item recovery options to automatically credit the patron’s account, a “dummy” refund is created instead of a credit. The refund will appear as a refund in the Polaris patron account and a refund transaction created. This transaction is available for reporting in the Refunds to Credit Card Payments report. You can use the report to cross-check transactions logged in Payflow Link. (Note that the refund must also be made from Payflow Link.)</p>
|
||||
<p>Instead of automatically crediting the patron’s account, you may want to set the lost-and-paid item recovery options to <b>Leave as is</b>. With this setting, the payments remain in the Polaris patron account and the refund or credit can be done from Payflow Link. Or your library may choose to disable all automatic recovery actions, requiring staff to create manual refunds when a lost-and-paid item is recovered. For more information about setting lost item recovery options, see <a href="../PDPfines/Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</p>
|
||||
<h2><a name="TOC_Payflow_Link_Reports"></a><a name="XREF_98727_Payflow_Link"></a>Payflow Link Reports</h2>
|
||||
<p>Payflow Link offers transaction reports; for example:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Transaction Summary Report</span>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="PayflowLinkTransSummRpt.gif" style="margin-bottom: 0.000pt;width: 405;height: 167;" id="image10" src="PayflowLinkTransSummRpt_405x167.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Daily Activity Transaction Report - </span>The transaction IDs match those stored in the ILSStoreTransactions.OrgID Polaris database table. Comment1 is the payment reason and transacting organization; Commnet2 is the Polaris store order ID and the patron barcode, if any.<span class="FM_BulletHead"></span></li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="PayflowLinkDailyRpt.gif" style="margin-bottom: 0.000pt;width: 595;height: 222;" id="image11" src="PayflowLinkDailyRpt_595x222.gif" /> </p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/E-Commerce_with_Payments_Gateway_Secure_Web_Pay.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_84539_Credit_Card"></a>E-Commerce with Payments Gateway Secure Web Pay</h1>
|
||||
<p><a name="kanchor2095"></a><a name="IX_Payments_Gateway"></a><a name="kanchor2096"></a><a name="IX_overview_124"></a><a name="kanchor2097"></a><a name="IX_Payments_Gateway_overview"></a>Polaris supports Payments Gateway Secure Web Pay (SWP) for credit card payments from Polaris PowerPAC and Mobile PAC. Payments Gateway SWP is a hosted “redirect and postback” method of providing credit card payments from Polaris PAC applications. An advantage of this method is that much of the responsibility of PCI compliance falls to Payments Gateway, which handles authorization requirements, rather than the library. No credit card information is stored in the Polaris database when payment is made through the Payments Gateway hosted payments site. For more information about Payments Gateway, see:<br /><b>http://www.paymentsgateway.com/home.aspx</b></p>
|
||||
<p>Payments from the staff client or from Polaris ExpressCheck are not supported.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When the payment processing gateway for the staff client log-in branch is Payments Gateway, the Credit Card Payments Manager is not available from the <b>Utilities</b> menu. At branches where the Credit Card Payments Manager is accessible, store orders and store transactions do not appear for Payments Gateway transactions.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_29075_Refunds">Refunds</a>
|
||||
</li>
|
||||
<li><a href="#XREF_52872_Payments_Gateway">Payments Gateway Reports</a>
|
||||
</li>
|
||||
<li><a href="Set_up_the_Payments_Gateway_SWP_account.htm#XREF_71507_Set_up_the">Set up the Payments Gateway SWP account</a>
|
||||
</li>
|
||||
<li><a href="Set_up_Payments_Gateway_processing_in_Polaris_Administration.htm#XREF_49112_Set_Up_Payments">Set up Payments Gateway processing in Polaris Administration</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Refunds1"></a><a name="kanchor2098"></a><a name="IX_e_commerce_Payments"></a><a name="XREF_29075_Refunds"></a>Refunds</h2>
|
||||
<p>With the Payments Gateway hosted solution, refund and void transactions are not integrated in Polaris. Credit card refunds must be handled separately, both through Payment Gateway’s Virtual Terminal management interface and manually from the Polaris patron account in the Polaris staff client. For example, if a replacement charge has been paid via credit card, the refund must be issued manually from the Polaris patron account transaction summary and then again from the Virtual Terminal. Work with Payments Gateway to establish the appropriate staff accounts for handling refunds, then establish the refunds workflow with your staff. Do not allow staff to issue refunds to credit card payments from the Polaris patron account as cash or credit; instead, they must select <b>Refund</b>.</p>
|
||||
<p class="indent">
|
||||
<img alt="RefundTrans00482.gif" style="margin-bottom: 0.000pt;width: 445;height: 334;" id="image23" src="RefundTrans00482_445x334.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>Voided payments, as when the connection fails, are not recognized in Polaris, and the voided transaction will appear in Polaris as a completed transaction.</p>
|
||||
<p>Polaris also supports integrated credit card processing, such as PayPal’s Payflow Pro (see <a href="E-Commerce_PayPal_Payflow_Pro.htm#XREF_92731_Setting_Up_PAC">E-Commerce with PayPal® Payflow Pro®</a>), which does offer credit card refunds from within Polaris. In systems where some sites use an integrated solution and others use a gateway solution such as Payments Gateway, refunds can only be made in these circumstances:</p>
|
||||
<ul type="disc">
|
||||
<li>The staff client log-on branch supports integrated payments and the <b>Online Payments: Configure</b> option in Polaris Administration (Credit Card parameters) is set to allow payments from the staff client for the integrated solution.</li>
|
||||
</ul>
|
||||
<p class="indent2"> <img alt="AllowOnlinePayments00483.gif" style="margin-bottom: 0.000pt;width: 240;height: 257;" id="image24" src="AllowOnlinePayments00483_240x257.gif" /></p>
|
||||
<ul type="disc">
|
||||
<li>The original payment was made using the integrated solution and the <b>Online Payments: Configure</b> option is set to allow payments from the staff client for the integrated solution.</li>
|
||||
</ul>
|
||||
<p>Otherwise, when an attempt is made to refund a credit card payment in Polaris, a message displays indicating that no refund transaction can be created. The credit card is not refunded and the patron account is left as is. This situation might occur if a consortium has implemented both integrated and hosted credit card payment solutions, or a library or consortium has changed from one solution to another and the refund is attempted after the change.</p>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Lost Item Recovery</h4>
|
||||
<p>If a lost-and-paid item is recovered at check-in and the payment was made via credit card, and the library has set the lost-and-paid item recovery options to automatically credit the patron’s account, a “dummy” refund is created instead of a credit. The refund will appear as a refund in the Polaris patron account and a refund transaction created. This transaction is available for reporting in the Refunds to Credit Card Payments report. You can use the report to cross-check transactions logged in the Virtual Terminal. (Note that the refund must also be made from the Virtual Terminal.)</p>
|
||||
<p>Instead of automatically crediting the patron’s account, you may want to set the lost-and-paid item recovery options to <b>Leave as is</b>. With this setting, the payments remain in the Polaris patron account and the refund or credit can be done from Payments Gateway. Or your library may choose to disable all automatic recovery actions, requiring staff to create manual refunds when a lost-and-paid item is recovered. For more information about setting lost item recovery options, see <a href="../PDPfines/Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</p>
|
||||
<h2><a name="TOC_Payments_Gateway_Reports"></a><a name="XREF_52872_Payments_Gateway"></a>Payments Gateway Reports</h2>
|
||||
<p>Payments Gateway offers extensive reporting capabilities. After your account is established (see <a href="Set_up_the_Payments_Gateway_SWP_account.htm#XREF_71507_Set_up_the">Set up the Payments Gateway SWP account</a>), you can log in and select <b>Transactions</b> to search for specific transactions.</p>
|
||||
<p class="indent">
|
||||
<img alt="PaymentsGatewayTrnsReport.gif" style="margin-bottom: 0.000pt;width: 405;height: 220;" id="image25" src="PaymentsGatewayTrnsReport_405x220.gif" /> </p>
|
||||
<p>Select <b>Reporting, Origination</b> to see detailed organization-level reports.</p>
|
||||
<p class="indent">
|
||||
<img alt="PaymentsGatewayOrgReport.gif" style="margin-bottom: 0.000pt;width: 394;height: 140;" id="image26" src="PaymentsGatewayOrgReport_394x140.gif" /> </p>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</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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<h1><a name="XREF_10133_Set_up_credit_card"></a>Set up Class Point of Sale credit card payments</h1>
|
||||
<p><a name="kanchor4250"></a><a name="IX_credit_card_processing_1"></a><a name="kanchor4251"></a><a name="IX_Class_POS_setting_up"></a>To set up credit card payments from the PAC if your library uses Class Point of Sale.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Credit card processing from Polaris ExpressCheck is not supported through Class Point of Sale. If you are working in the staff client, you may be able to take credit card payments in Class Point of Sale but processing takes place entirely within Class Point of Sale.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and click the <b>Credit Card Payment</b> tab in the details view.</li>
|
||||
</ol>
|
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<p class="indent2">
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<img src="../../../Resources/Images/paramCreditCard_539x290.gif" style="width: 539;height: 290;" alt="" />
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|
||||
<li value="2">Double-click <b>Online Payments: Configure</b>. The Online Payments Settings dialog box appears.</li>
|
||||
<li value="3">Select <b>Active Network (CLASS) </b>in the <b>Payment processing gateway</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CreditPOSPAC.gif" style="margin-bottom: 0.000pt;width: 234;height: 251;" id="image60" src="CreditPOSPAC_234x251.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Properties</b>. The Class properties dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CreditPOSProps.gif" style="margin-bottom: 0.000pt;width: 180;height: 115;" id="image61" src="CreditPOSProps_180x115.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Enter the following settings, and click <b>OK</b>:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>POS Web URL</b> - The URL to the Class online payment page for your site.</li>
|
||||
<li><b>POS Item ID (Library Fines)</b> - The Class POS database identifier for online library fine payments.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Obtain these settings from your Class POS representative.</p>
|
||||
<ol start="6">
|
||||
<li value="6">Click the <b>PowerPAC</b> tab on the Online Payments Settings dialog box, if it is not already selected.</li>
|
||||
<li value="7">Select <b>Allow online payments</b>.</li>
|
||||
<li value="8">Set the minimum fine amount you want to accept by credit card payment. If the amount the patron owes falls below your setting, the <b>Pay fines</b> link is not displayed in the PAC.</li>
|
||||
<li value="9">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/Set_up_EnvisionWare_processing_in_Polaris_Administration.htm">Open topic with navigation</a>
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<h1><a name="XREF_43183_Set_up"></a><a name="kanchor5063"></a>Set up EnvisionWare Payment Processing in Polaris Administration</h1>
|
||||
<p>To set up Polaris and Leap for EnvisionWare eCommerce payment processing in Polaris Administration:</p>
|
||||
<ol style="padding-bottom: 6pt;">
|
||||
<li style="mc-hyphenate: never;" value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and click the <b>Credit Card Payment</b> tab in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="OnlinePayParam_500x186.png" style="width: 500;height: 186;" alt="" /><a name="kanchor5064"></a>
|
||||
</p>
|
||||
<ol style="padding-bottom: 6pt;" data-mc-continue="true">
|
||||
<li value="2">Double-click <b>Online Payments: Configure</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Online Payments Settings dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img src="OnlinePaySet_400x460.png" style="width: 400;height: 460;" alt="" />
|
||||
</p>
|
||||
<ol style="padding-bottom: 6pt;" data-mc-continue="true">
|
||||
<li value="3">Select <b>EnvisionWare </b>in the <b>Payment processing gateway</b> list.</li>
|
||||
<li value="4">Click <b>Properties</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The EnvisionWare properties dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img src="EnvisionWareConnection_400x426.png" style="width: 400;height: 426;" alt="" />
|
||||
</p>
|
||||
<ol style="padding-bottom: 6pt;" data-mc-continue="true">
|
||||
<li value="5">To allow patrons to make credit card payments from the PAC, select <b>Enable PAC Payments</b> and enter the following connection information:<ul><li><b>Payment page URL</b> - Payment page URL - System level only. Provided by EnvisionWare.</li><li><b>PAC Return URL</b> - Typically the Polaris PowerPAC patron account Fine & Fees page, displayed when the user clicks the return link on the EnvisionWare final payment transaction page (maximum 250 characters, alphanumeric):<b> <br /></b>https://www.mylibrary.org/polaris/patronaccount/finesfees.aspx, where<br />www.mylibrary.org/polaris is your PAC web site.</li><li><span class="FM_BulletHead" style="font-weight: bold;">MPAC Return URL</span> - Typically the Polaris Mobile PAC patron account Fine & Fees page, displayed when the user clicks the return link on the EnvisionWare final payment transaction page (maximum 250 characters, alphanumeric):<b> <br /></b>https://www.mylibrary.org/mobile/FinesAndFees/UpdateAccount, where<br />www.mylibrary.org/mobile is your Mobile PAC web site. This field is required. If you do not use Mobile PAC, simply enter your PAC Return URL.</li></ul></li>
|
||||
<li value="6">To allow credit card payments from Polaris ExpressCheck units, the Polaris staff client (without using EnvisionWare's Staff Register software), or Leap, select <b>Enable ExpressCheck/Staff Client (without POS) / Leap</b> and enter the following connection information:<ul style="font-weight: bold;"><li>Payment service URI</li><li>Port number</li><li>Inactivity timeout _____ seconds</li></ul></li>
|
||||
<li value="7">To allow credit card payments from the Polaris staff client using EnvisionWare's Staff Register software, select <b>Enable Staff Client with POS</b> and enter the following connection information:<ul style="font-weight: bold;"><li class="listindent">Server URL</li><li class="listindent">Port number</li><li class="listindent">Timeout ____ minutes </li></ul></li>
|
||||
<li value="8">Click <b>OK</b> to save the settings, close the properties dialog box, and return to the Online Payment Settings dialog box.</li>
|
||||
<li style="margin-top: 0.25in;padding-bottom: 6pt;" value="9">Click the <b>PowerPAC</b> tab on the Online Payments Settings dialog box, and select <b>Allow online payments</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The option <b>Allow online payments</b> is available only if you selected <b>Enable PAC payments</b> on the EnvisionWare properties dialog box. The other information on this tab is controlled by EnvisionWare's Self Service web application and cannot be edited in Polaris.</p>
|
||||
<p class="indent2">
|
||||
<img src="OnlinePaySetPower_400x459.png" style="width: 400;height: 459;" alt="" />
|
||||
</p>
|
||||
<ol start="10">
|
||||
<li value="10">Click the<b> <span>Staff Client</span></b><span> <b></b></span><b>/ Leap</b> tab and select <span>Allow online payments</span>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The option <b>Allow online payments</b> is available on the Staff Client tab only if you selected<b> Enable ExpressCheck/Staff Client (without POS) </b>or <b>Enable Staff Client with POS</b>.The other information can be edited only if you selected <b>Enable ExpressCheck/Staff Client (without POS)</b>. If <b>Enable Staff Client with POS</b> is selected, EnvisonWare's Staff Register application controls these settings.</p>
|
||||
<p class="indent2">
|
||||
<img src="OnlinePaySet_400x460.png" style="width: 400;height: 460;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">If <b>Enable ExpressCheck/Staff Client (without POS) </b>is selected in the EnvisionWare properties dialog box, set the payment and receipt options:<ul><li style="margin-left: 0.25in;">Enter the minimum fine amount you want to accept by credit card payment in the <b>Minimum fine</b> box. The default value is the lowest possible value, $0.01. </li><li style="margin-left: 0.25in;">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box. The maximum value is $20.00.</li><li style="margin-left: 0.25in;">To send an email receipt for fine payments, select Send email receipt.</li><li style="margin-left: 0.25in;">To allow staff members to enter credit card numbers manually, select <b>Allow manual credit card data entry if card reader is attached</b>.</li></ul></li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12">Click the <b>ExpressCheck</b> tab on the Online Payments Settings dialog box, and select <b>Allow online payments</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The option <b>Allow online payments</b> is available only if you selected <b>Enable ExpressCheck/Staff Client (without POS)</b> on the EnvisionWare properties dialog box.</p>
|
||||
<p class="indent2">
|
||||
<img src="OnlinePaySetExChk_400x460.png" style="width: 400;height: 460;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="13">Set the payment, receipt, and policy display options for ExpressCheck as follows:<ul><li>Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01.</li><li>To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li><li>To send an email receipt to the patron, select <span style="font-size: 10pt;font-weight: bold;"><span>Send email receipt</span></span><b>.</b></li><li>To display a privacy policy link in ExpressCheck, select <b>Display privacy policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li><li>To display a refund policy link in ExpressCheck, select <b>Display refund policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li></ul></li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="14">Click the <b>Mobile PAC</b> tab on the Online Payments Settings dialog box, and select <b>Allow online payments</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The option <b>Allow online payments</b> is available only if you selected <b>Enable PAC payments</b> on the EnvisionWare properties dialog box. The other information on this tab is controlled by EnvisionWare's Self Service web application and cannot be edited in Polaris.</p>
|
||||
<p class="indent2">
|
||||
<img src="OnlinePaySetMob_400x461.png" style="width: 400;height: 461;" alt="" />
|
||||
</p>
|
||||
<ol start="10" class="BulletInd2" data-mc-continue="true">
|
||||
<li value="15">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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|
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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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPCreditCard.fm" /><title>Set up Google's reCAPTCHA on the PAC Donations page</title>
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<h1><a name="kanchor1719"></a>Set up Google's reCAPTCHA on the PAC Donations page</h1>
|
||||
<p>For libraries that use PayPal Payflow Pro for credit card payments through Polaris PowerPAC or Mobile PAC, Google's free reCAPTCHA feature adds human verification to the process of submitting a donation to the library. This minimizes the possibility of a robotic "user" making many small fake donations to the library to verify stolen credit card information. Genuine donors identify a picture or select <b>I'm not a robot</b> to continue with the donation process. For more information about reCAPTCHA, see <a href="https://www.google.com/recaptcha/intro/index.html">https://www.google.com/recaptcha/intro/index.html</a>.</p>
|
||||
<p>When reCAPTCHA is enabled, users cannot proceed past the first donations page in PowerPAC or Mobile PAC until they pass the reCAPTCHA test.</p>
|
||||
<p>To implement reCAPTCHA, you will need a Google account. Using your Google account credentials, obtain your domain-specific site key and secret key from Google:</p>
|
||||
<ol>
|
||||
<li value="1">Go to: <a href="http://www.google.com/recaptcha">www.google.com/recaptcha</a></li>
|
||||
<li value="2">Select the <b>Get reCAPTCHA</b> button in the upper right corner.</li>
|
||||
<li value="3">Log in with your Google account email and password and follow the instructions.</li>
|
||||
<li value="4">Record your reCAPTCHA site key and secret key.</li>
|
||||
</ol>
|
||||
<p>Next, set up reCAPTCHA in Polaris system administration. The reCAPTCHA settings are available at system, library, and branch levels:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and click the <b>Credit Card Payment</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Online Payments: Configure</b>. The Online Payments Settings dialog box appears.</li>
|
||||
<li value="3">Select <b>PayPal’s Payflow Pro </b>in the <b>Payment processing gateway</b> list.</li>
|
||||
<li value="4">Click <b>Properties</b>. The PayPal Properties dialog box opens.</li>
|
||||
<li value="5">Select the <b>reCAPTCHA</b> tab.</li>
|
||||
</ol>
|
||||
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|
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<img src="../../../Resources/Images/reCAPTCHATab_298x296.png" style="width: 298;height: 296;" alt="" />
|
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|
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<ol data-mc-continue="true">
|
||||
<li value="6">Select (check ) <b>Enable reCAPTCHA for donations.</b></li>
|
||||
<li value="7">Type your site key in the <b>Google site key</b> field.</li>
|
||||
<li value="8">Type your secret key in the <b>Google secret key</b> field.</li>
|
||||
<li value="9">Click <b>OK</b>.</li>
|
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<h1><a name="XREF_20301_Set_up_credit_card"></a>Set up PayPal Payflow Pro Credit Card Payments</h1>
|
||||
<p><a name="kanchor3944"></a><a name="IX_setting_PAC_for_donation"></a><a name="kanchor3945"></a><a name="IX_setup_2"></a><a name="kanchor3946"></a><a name="IX_Payflow_Pro_setting_up"></a>To set up credit card payment processing with the PayPal Payflow Pro service:</p>
|
||||
<p>See also: <a href="#TOC_Test_Values_for_Payflow">Test Values for Payflow Pro Processing</a> and <a href="#Credit">Credit Card Error Logs</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and click the <b>Credit Card Payment</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Online Payments: Configure</b>. The Online Payments Settings dialog box appears.</li>
|
||||
<li value="3">Select <b>PayPal’s Payflow Pro </b>in the <b>Payment processing gateway</b> list.</li>
|
||||
<li value="4">Click <b>Properties</b>. The PayPal Properties dialog box opens to the Connection tabbed page.</li>
|
||||
<li value="5">Enter the following settings on the Connection tabbed page:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Vendor </b>- Your library’s main account name. Obtain this setting from PayPal or your e-commerce partner.</li>
|
||||
<li><b>Username</b> and <b>Password</b> - Obtain these settings from PayPal or your e-commerce partner. Once you have a username and password, you can set up others for the same account if you need to track manual transactions.</li>
|
||||
<li><b>Partner</b> - Enter your partner’s code here (<b>PayPal</b> or your e-commerce provider).</li>
|
||||
<li><b>Timeout</b> - Set the number of seconds that should elapse with no action before the payment connection times out. The default is 30 seconds.</li>
|
||||
<li><b>Server</b> - Type <b>payflowpro.paypal.com</b> for live transactions, or <br /><b>pilot-payflowpro.paypal.com</b> for testing purposes. See <a href="#XREF_53784_Test_Values_for">Test Values for Payflow Pro Processing</a> for credit card values you can use for testing.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>payflowpro.paypal.com </b>setting is typical, but may be different depending<b> </b>your bank.</p>
|
||||
<ol start="6">
|
||||
<li value="6">Click the <b>Settings</b> tab, and enter the following information on the Settings tabbed page:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3947"></a><a name="IX_cancel_SALE_method"></a><b><b>Cancel SALE method </b>-</b> This setting determines the appropriate automatic action (VOID or CREDIT) to cancel a SALE transaction. A sale may be canceled when it has been approved but fails AVS (Address Verification) and/or CVV2 (Card Verification Value 2) verification, or when a Polaris database error occurs. If a processor batch-processes sales transactions at the end of the day, a VOID transaction may be used to prevent the canceled SALE from settling. The library is charged only one transaction fee. However, some processors are host-based and do not use the batch method; in this case, all SALE transactions are settled immediately and a CREDIT transaction must be used to cancel the SALE. For these processors, the library is charged two transaction fees (one for the SALE and one for the CREDIT).</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You must contact your processor or PayPal e-commerce account provider to determine if the processor uses the batch method or if they are host-based. If the processor uses the batch method, you must also verify that SALE transactions can be voided. If so, you can select VOID for the Cancel SALE method and avoid paying two transaction fees. Most processors use the batch method. However, if the processor uses the host method, you must select CREDIT as the cancel sale method, and you will be charged two transaction fees when a sale is canceled. (Examples of host-based processors include PayPal and Global Payments Central.)</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Log files record errors, warnings, and information about credit card transactions.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3948"></a><a name="IX_errors_e_mail"></a><b>E-Mail credit card processing errors to</b> - This option is highly recommended. Specify a staff e-mail address to receive automatic e-mail messages when a credit card transaction fails and staff intervention is required. The message includes details about the failure, so the staff member can then take action on the failed transaction, either contacting the patron or adjusting the Polaris patron record manually.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A patron's credit card is charged, but due to some type of error or processing rule, the transaction needs to be canceled or a partial credit needs to be applied. (This could be due to AVS or CVV2 failures or a database update error.) If the cancel or credit transaction fails, the patron credit card account is charged, but the transaction is not reflected in the Polaris patron record. A staff member needs to adjust the patron account.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3949"></a><a name="IX_in_credit_card_setup"></a><a name="kanchor3950"></a><a name="IX_AVS_security_overview"></a><b>AVS </b>- Address verification, a security measure that may be provided as part of your contract with your e-commerce partner. AVS matches the street address and Zip code on the Polaris payment form with the street address and Zip code in a credit card database that PayPal accesses. Select this option to use AVS. Then select a level of verification. For the following options, Y indicates the value matches, N indicates the value does not match, and X indicates that the cardholder’s bank does not support the check:<br /><b>—Full</b> indicates that the street address must be Y and the Zip code must be Y (YY) or the transaction is declined. There can be no N values and no X values. Earlier versions of Polaris automatically used this level. <br /><b>—Medium</b> indicates that there can be no N values (YY, XY, YX, XX allowed).<br /><b>—Light</b> declines transactions only when both values equal N. All other combinations are accepted.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Occasionally AVS is faulty and a billing address, though correct, fails to be matched. In this case the user receives a message and the transaction is voided. If you find this is a problem, you may want to set the checking level to <b>Light</b> or clear (uncheck) the AVS option. Also note that the billing address that is displayed when the payment form opens is taken from the address information in the Polaris patron record, and may be different from the patron’s credit card billing address. The billing address can be changed on the payment form. Once it is changed, it is not checked against the patron’s record again during the transaction.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3951"></a><a name="IX_in_credit_card_setup_1"></a><a name="kanchor3952"></a><a name="IX_CW2_security_overview"></a><b>CVV2</b> - Card Validation Value 2, a security measure that may be provided as part of your PayPal contract with your e-commerce partner. This option requires the user to enter a code usually located on the back of the credit card. Select this option to use CVV2.</li>
|
||||
<li><b>Pre-authorize SALE</b> - Available only when you select AVS and/or CVV2 verification. Select this option to AUTHORIZE a transaction before submitting the SALE transaction. An AUTHORIZE transaction returns an approval/decline without actually charging the cardholder’s account for the full “sale.” Set the amount to a small dollar amount such as $1 (the default) to process the AVS and CVV2 information. If AVS or CVV2 fails, the cardholder is warned, and the actual charge is not placed on the credit card account. This eliminates the need for VOID/CREDIT processing of a SALE based on failed AVS or CVV2. If the AUTHORIZE transaction is approved and AVS/CVV2 passes all tests, then a SALE transaction is issued for the full amount. If a SALE is declined for the full amount, the new VOID or CREDIT option would be used to cancel the SALE transaction.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>An AUTHORIZE transaction will still place a small hold (for example, $1) on the credit cardholder’s funds. Depending on the cardholder's bank, the hold may remain for 24 hours to a week. While this style of processing credit card payments can help reduce SALE issues based on AVS and CVV2 processing, it requires an additional transaction fee for every credit card payment.</p>
|
||||
<ol start="7">
|
||||
<li value="7">Click the <b>Supported Credit Cards</b> tab.</li>
|
||||
<li value="8">Select the types of credit cards your provider supports, and click <b>OK</b>. The PayPal properties dialog box closes.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set the credit card types at the system, library, or branch level. The Supported Credit Cards tabbed page indicates the organization from which the settings have been inherited. If you make a change at the branch level, the branch name is displayed on the tabbed page. To revert to the settings of a higher level organization, clear all the checkboxes and click <b>OK</b>. Then open the tabbed page again. The settings of the higher level organization are displayed, and the name of the organization is displayed on the tabbed page.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">To set up credit card payments from Polaris PowerPAC, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>PowerPAC</b> tab on the Online Payments Settings dialog box, if it is not already selected.</li>
|
||||
<li value="2">Select <b>Allow online payments</b>. The payment options become available.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can use this setting to prevent payments so small that they are offset by your e-commerce provider’s transaction fees.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01. If the amount the patron owes falls below your setting, the <b>Pay fines</b> link is not displayed in the PAC.</li>
|
||||
<li value="4">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li>
|
||||
<li value="5">If you want patrons to receive an automatic payment receipt, select <b>Send email receipt</b>.</li>
|
||||
<li value="6">The e-mail receipt lists each fine covered by the transaction. The patron can specify an e-mail address on the payment form. The sender’s address is that specified in the PAC profile <b>Email notification: Email address of sender</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The link for paying fines is on the Fines and Fees page of the patron account. Be sure the PowerPAC profile <b>Navigation: Fines & fees</b> is set to <b>Yes</b> for the organization. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOPatAcc/Enable_patron_account_access_-_PowerPAC.htm">Enable patron account access - PowerPAC</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="7">To display a privacy policy link on the processing fee, payment, and payment verification pages in Polaris PowerPAC, select <b>Display privacy policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="8">To display a refund policy link on the processing fee, payment, and payment verification pages in Polaris PowerPAC, select <b>Display refund policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="9">To accept credit card payments for donations, select <b>Allow donations</b>.</li>
|
||||
<li value="10">To charge a processing fee for donations, specify the amount in the <b>Processing fee</b> box for donation payments. The maximum value is $20.00.</li>
|
||||
<li value="11">To allow donors to direct a donation toward a title purchase in a specific subject area, select <b>Allow patron to designate title purchase</b>. This option places an appropriate control on the donations page, where the donor can specify a title purchase.</li>
|
||||
</ol>
|
||||
<ol start="10">
|
||||
<li value="10">To set up credit card payments from the staff client, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Staff Client</b> tab on the Online Payments Settings dialog box.</li>
|
||||
<li value="2">Select <b>Allow online payments</b>.</li>
|
||||
<li value="3">Set the minimum fine amount you want to accept by credit card payment.</li>
|
||||
<li value="4">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li>
|
||||
<li value="5">To provide an automatic e-mail payment receipt to patrons, select <b>Send email receipt</b>. The e-mail receipt is sent to the e-mail address in the patron record. If the patron record does not include an e-mail address, no e-mail receipt is sent. The staff member cannot specify an e-mail address during the payment process.</li>
|
||||
<li value="6">If staff workstations have credit card readers but you also want to allow manual data entry, select <b>Allow manual credit card data entry if card reader is attached</b>.</li>
|
||||
</ol>
|
||||
<ol start="11">
|
||||
<li value="11">To set up credit card payments from Polaris ExpressCheck, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>ExpressCheck</b> tab on the Online Payments Settings dialog box.</li>
|
||||
<li value="2">Select <b>Allow online payments</b>. The payment options become available.</li>
|
||||
<li value="3">Set the minimum fine amount you want to accept by credit card payment.</li>
|
||||
<li value="4">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li>
|
||||
<li value="5">To provide an automatic e-mail payment receipt to patrons, select <b>Send email receipt</b>. The e-mail receipt is sent to the e-mail address in the patron record. If the patron record does not include an e-mail address, no e-mail receipt is sent. The patron cannot specify an e-mail address during the payment process.</li>
|
||||
<li value="6">To display a privacy policy link on the processing fee, payment, and payment verification pages in Polaris ExpressCheck, select <b>Display privacy policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="7">To display a refund policy link on the processing fee, payment, and payment verification pages in Polaris ExpressCheck, select <b>Display refund policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
</ol>
|
||||
<ol start="12">
|
||||
<li value="12">To set up credit card payments from Mobile PAC, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Mobile PAC</b> tab on the Online Payments Settings dialog box.</li>
|
||||
<li value="2">Select <b>Allow online payments</b>. The payment options become available.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Credit card payments for fines and fees are allowed from Mobile PAC if both the patron’s registered branch and the Mobile PAC connection organization allow credit card payments.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can use this setting to prevent payments so small that they are offset by your e-commerce provider’s transaction fees.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01. If the amount the patron owes falls below your setting, the <b>Pay fines</b> link is not displayed in Mobile PAC.</li>
|
||||
<li value="4">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li>
|
||||
<li value="5">If you want patrons to receive an automatic payment receipt, select <b>Send email receipt</b>. For fine receipts, the system uses the setting of the patron’s branch. For donations (see step h below), the system uses the setting of the donation’s receiving branch. The e-mail receipt lists each fine covered by the transaction. The patron can specify an e-mail address on the payment form. The sender’s address is that specified in the PAC profile <b>Email notification: Email address of sender</b>.</li>
|
||||
<li value="6">To display a privacy policy link on the processing fee, payment, and payment verification pages in Mobile PAC, select <b>Display privacy policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="7">To display a refund policy link on the processing fee, payment, and payment verification pages in Polaris Mobile PAC, select <b>Display refund policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="8">To accept credit card payments for donations, select <b>Allow donations</b>.</li>
|
||||
<li value="9">To charge a processing fee for donations, specify the amount in the <b>Processing fee</b> box for donation payments. The maximum value is $20.00.</li>
|
||||
<li value="10">To allow donors to direct a donation toward a title purchase in a specific subject area, select <b>Allow patron to designate title purchase</b>. This option places an appropriate control on the donations page, where the donor can specify a title purchase.</li>
|
||||
</ol>
|
||||
<ol start="13">
|
||||
<li value="13">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
<h2><a name="TOC_Test_Values_for_Payflow"></a><a name="XREF_53784_Test_Values_for"></a>Test Values for Payflow Pro Processing</h2>
|
||||
<p><a name="kanchor3953"></a><a name="IX_test_values_Payflow_Pro"></a>Use the values in the following tables to test Payflow Pro credit card transactions.</p>
|
||||
<h4>Credit Card Numbers</h4>
|
||||
<p>Use the following credit card numbers for testing. Any other card number produces a general failure.</p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Credit Card Type</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="FM_TableHeading">Account Number</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">American Express</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">378282246310005</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">American Express</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">371449635398431</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Amex Corporate</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">378734493671000</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Australian BankCard</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">5610591081018250</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Diners Club</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">30569309025904</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Diners Club</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">38520000023237</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Discover</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">6011111111111117</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Discover</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">6011000990139424</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">JCB</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">3530111333300000</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">JCB</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">3566002020360505</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">MasterCard</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">5555555555554444</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">MasterCard</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">5105105105105100</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Visa</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">4111111111111111</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Visa</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">4012888888881881</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Visa</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">4222222222222</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Result Codes Resulting From Amount Submitted</h4>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;width: 354.16pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<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 class="FM_TableHeading">Amount</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="FM_TableHeading">Result (RESPMSG)</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 98.960pt;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">$0 - $1000</p>
|
||||
</td>
|
||||
<td style="width: 255.199pt;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">0 (Approved)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 72.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 98.960pt;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">$1001 - $2000</p>
|
||||
</td>
|
||||
<td style="width: 255.199pt;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">Certain amounts in this range return specific result codes. These can be generated by adding $1,000 to that result code. For example, for result 13 (Referral), submit the amount $1013. If the amount is in this range but does not correspond to a result code supported by this testing mechanism, result 12 (Declined) is returned.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 98.960pt;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">$2001+</p>
|
||||
</td>
|
||||
<td style="width: 255.199pt;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">12 (Declined)</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h4>Testing AVS - Address (AVSADDR)</h4>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;width: 361.52pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<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 class="FM_TableHeading">Submitted Value for STREET</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Example STREET Value</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="FM_TableHeading">AVSADDR Result</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;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">000-333</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;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">24285 Elm</p>
|
||||
</td>
|
||||
<td style="width: 120.613pt;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">Y</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;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">334-666</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;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">49354 Main</p>
|
||||
</td>
|
||||
<td style="width: 120.613pt;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">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;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">667 or higher or begins with a non-numeric character</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;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">79232 Maple</p>
|
||||
</td>
|
||||
<td style="width: 120.613pt;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">X</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h4>Testing AVS - Zip (AVSZIP)</h4>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<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">Submitted Value for ZIP</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Example ZIP Value</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="FM_TableHeading">AVSZIP Result</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;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">00000-50000</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;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">00382</p>
|
||||
</td>
|
||||
<td style="width: 120.613pt;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">Y</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;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">5001-99999</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;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">94303</p>
|
||||
</td>
|
||||
<td style="width: 120.613pt;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">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 50.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;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">Any value (if street address is 667 or higher or begins with a non-numeric character)</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;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">STREET=79232 Maple,<br />ZIP=20304</p>
|
||||
</td>
|
||||
<td style="width: 120.613pt;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">X</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h4>Testing CVV2MATCH</h4>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col style="width: 111px;" 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 class="FM_TableHeading">CVV2 Value</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="FM_TableHeading">CVV2MATCH Value</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="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">000-300</p>
|
||||
</td>
|
||||
<td style="width: 117.948pt;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">Y</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="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">301-600</p>
|
||||
</td>
|
||||
<td style="width: 117.948pt;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">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="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">601 or higher</p>
|
||||
</td>
|
||||
<td style="width: 117.948pt;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">X</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h2><a name="Credit"></a>Credit Card Error Logs</h2>
|
||||
<p><a name="kanchor3954"></a><a name="IX_credit_card_processing"></a><a name="kanchor3955"></a><a name="IX_error_logs"></a>Credit card log files track errors, warnings, and information about credit card transactions made with Payflow Pro. These are located in the following folders:</p>
|
||||
<p><span class="FM_BulletHead">Staff client transactions</span> - <br /><b>C:\ProgramData\Polaris\[version]\Logs\Polaris_Errors_[machine]_[date].log</b></p>
|
||||
<p><span class="FM_BulletHead">Polaris PowerPAC transactions</span> - <br /><b>C:\ProgramData\Polaris\[version]\Logs\POWERPAC\<br />PowerPAC_Errors_[machine]_[date].log</b></p>
|
||||
<p><span class="FM_BulletHead">Mobile PAC transactions</span> - <br /><b>C:\ProgramData\Polaris\[version]\Logs\MOBILEPAC\<br />MobilePAC_Errors_[machine]_[date].log</b></p>
|
||||
<p><span class="FM_BulletHead">Polaris ExpressCheck transactions</span> - <br /><b>C:\ProgramData\Polaris\[version]\Logs\ExpressCheck_Errors_[machine]_[date].log</b></p>
|
||||
<p>If you set up automatic e-mail for errors that require staff intervention (see <a href="#XREF_20301_Set_up_credit_card">Set up PayPal Payflow Pro credit card payments</a>), note that these are also included in the log files. Check the log files regularly to be sure that credit card processing is working properly.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The e-mail receipts sent to patrons for fine and Polaris Fusion payments also include a message if an error occurred that requires the patron to contact the library. Four language strings support this feature:<br /><b>PACML_PAYMENT_EMAIL_FINESRECEIPT_1063<br />PACML_PAYMENT_EMAIL_FINESRECEIPT_1064<br />PACML_PAYMENT_EMAIL_FUSIONRECEIPT_CONTACT<br />PACML_PAYMENT_EMAIL_FUSIONRECEIPT_SUCCESS<br /></b>You can view and edit the text in these language strings with Polaris WebAdmin (Language Editor). See the WebAdmin help file for more information.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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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|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+131
@@ -0,0 +1,131 @@
|
||||
<!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 |Setting Up E-Commerce - Overview and Requirements|E-Commerce with PayPal Payflow Link" 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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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPCreditCard.fm" /><title>Set up Payflow Link processing in Polaris Administration</title>
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|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/Set_up_Payflow_Link_processing_in_Polaris_Administration.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_70881_Set_up_Payflow"></a>Set up Payflow Link processing in Polaris Administration</h1>
|
||||
<p><a name="kanchor4737"></a><a name="IX_setup_Polaris"></a><a name="kanchor4738"></a><a name="IX_Payflow_Link_setting_up_1"></a>To set up Polaris for Payflow Link credit card processing in Polaris Administration:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and click the <b>Credit Card Payment</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Online Payments: Configure</b>. The Online Payments Settings dialog box opens.</li>
|
||||
<li value="3">Select <b>Payflow Link </b>in the <b>Payment processing gateway</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayFlowLinkDropDown.gif" style="margin-bottom: 0.000pt;width: 237;height: 255;" id="image19" src="PayFlowLinkDropDown_237x255.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Properties</b>. The Payflow Link Properties dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayFlowLinkConnection.gif" style="margin-bottom: 0.000pt;width: 237;height: 197;" id="image20" src="PayFlowLinkConnection_237x197.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Enter the following settings on the Connection tabbed page, then click <b>OK</b>:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">PAC Hosted checkout page URL</span> - From PowerPAC, the redirect page link to the Payflow Link hosted checkout page (maximum 250 characters, alphanumeric). Obtain this setting from Payflow Link. Example: <b>https://payflowlink.paypal.com</b></li>
|
||||
<li><span class="FM_BulletHead">MPAC Hosted checkout page URL</span> - From  Mobile PAC, the redirect page link to the Payflow Link hosted checkout page (maximum 250 characters, alphanumeric). Obtain this setting from Payflow Link.</li>
|
||||
<li><span class="FM_BulletHead">Request secure token URL</span> - The PayFlow API URL:<br /><b>https://payflowpro.paypal.com</b> for live operation, or <br /><b>https://pilot-payflowpro.paypal.com</b> for test.</li>
|
||||
<li><span class="FM_BulletHead">Vendor</span> - Optional. Your library’s main account name. Obtain this setting from Payflow Link.</li>
|
||||
<li><span class="FM_BulletHead">Login ID</span> - Your Payflow Link login ID.</li>
|
||||
<li><span class="FM_BulletHead">Password</span> - Your Payflow Link password.</li>
|
||||
<li><span class="FM_BulletHead">Partner</span> - Typically <b>PayPal</b>. However, if you set up an account through a partner such as bank, type the partner’s code. Obtain this setting from your partner; for example, <b>WFB</b> for Wells Fargo bank.</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li value="6">To set up credit card payments from Polaris PowerPAC, be sure <b>PayFlow Link</b> is still selected in the Online Payments Settings dialog box, and follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>PowerPAC</b> tab on the Online Payments Settings dialog box, if it is not already selected.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayFlowLinkPPAC.gif" style="margin-bottom: 0.000pt;width: 237;height: 255;" id="image21" src="PayFlowLinkPPAC_237x255.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select <b>Allow online payments</b>. The payment options become available.</li>
|
||||
<li value="3">Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01. If the amount the patron owes falls below your setting, the <b>Pay fines</b> link is not displayed in the PAC.</li>
|
||||
<li value="4">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li>
|
||||
<li value="5">To display a privacy policy link in Polaris PowerPAC, select <b>Display privacy policy</b>. See: <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="6">To display a refund policy link in Polaris PowerPAC, select <b>Display refund policy</b>. See: <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="7">To accept credit card payments for donations, select <b>Allow donations</b>.</li>
|
||||
<li value="8">To charge a processing fee for donations, specify the amount in the <b>Processing fee</b> box for donation payments. The maximum value is $20.00.</li>
|
||||
<li value="9">To allow donors to direct a donation toward a title purchase in a specific subject area, select <b>Allow patron to designate title purchase</b>. This option places an appropriate control on the donations page, where the donor can specify a title purchase.</li>
|
||||
</ol>
|
||||
<ol start="7">
|
||||
<li value="7">To set up credit card payments from Mobile PAC, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Mobile PAC</b> tab on the Online Payments Settings dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayFlowLinkMPAC.gif" style="width: 178.091pt;height: 191.257pt;margin-bottom: 0.000pt;" id="image22" src="PayFlowLinkMPAC.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select <b>Allow online payments</b>. The payment options become available.</li>
|
||||
<li value="3">Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01. If the amount the patron owes falls below your setting, the <b>Pay fines</b> link is not displayed in Mobile PAC.</li>
|
||||
<li value="4">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li>
|
||||
<li value="5">To display a privacy policy link in Mobile PAC, select <b>Display privacy policy</b>. See <a href="creditpayprivandref.htm">Privacy and Refund Policy Display Options</a>.</li>
|
||||
<li value="6">To display a refund policy link in Mobile PAC, select <b>Display refund policy</b>. See <a href="creditpayprivandref.htm">Privacy and Refund Policy Display Options</a>.</li>
|
||||
<li value="7">To accept credit card payments for donations, select <b>Allow donations</b>.</li>
|
||||
<li value="8">To charge a processing fee for donations, specify the amount in the <b>Processing fee</b> box for donation payments. The maximum value is $20.00.</li>
|
||||
<li value="9">To allow donors to direct a donation toward a title purchase in a specific subject area, select <b>Allow patron to designate title purchase</b>. This option places an appropriate control on the donations page, where the donor can specify a title purchase.</li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li value="8">Click <b>OK</b> to save your settings.</li>
|
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/Set_up_Payments_Gateway_processing_in_Polaris_Administration.htm">Open topic with navigation</a>
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<h1><a name="XREF_49112_Set_Up_Payments"></a>Set up Payments Gateway processing in Polaris Administration</h1>
|
||||
<p><a name="kanchor5610"></a><a name="IX_setup_Polaris_1"></a><a name="kanchor5611"></a><a name="IX_Payments_Gateway_setting_1"></a>To set up Polaris for Payments Gateway SWP credit card processing in Polaris Administration:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and click the <b>Credit Card Payment</b> tab in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/paramCreditCard_542x292.gif" style="width: 542;height: 292;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click <b>Online Payments: Configure</b>. The Online Payments Settings dialog box opens.</li>
|
||||
<li value="3">Select <b>Payments Gateway </b>in the <b>Payment processing gateway</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/paygatePayGate_337x363.gif" style="width: 337;height: 363;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Properties</b>. The Payments Gateway Properties dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PaymentsGatewayConnection.gif" style="width: 164.514pt;height: 178.502pt;margin-bottom: 0.000pt;" id="image35" src="PaymentsGatewayConnection.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Enter the following settings on the Connection tabbed page and click <b>OK</b>:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Hosted checkout page URL</span> - The redirect page link to the Payments Gateway Hosted Checkout page (maximum 250 characters, alphanumeric). Obtain this setting from Payments Gateway.<br /><b>Example: <br />https://sandbox.paymentsgateway.net/swp/co/default.aspx</b></li>
|
||||
<li><span class="FM_BulletHead">Login ID</span> - The API Log In ID generated on your Payments Gateway VT page (maximum 250 characters, alphanumeric). See <a href="Set_up_the_Payments_Gateway_SWP_account.htm#XREF_71507_Set_up_the">Set up the Payments Gateway SWP account</a>. </li>
|
||||
<li><span class="FM_BulletHead">Secure Transaction Key</span> - The Secure Transaction Key generated on your Payments Gateway VT page (maximum 250 characters, alphanumeric). See <a href="Set_up_the_Payments_Gateway_SWP_account.htm#XREF_71507_Set_up_the">Set up the Payments Gateway SWP account</a>.</li>
|
||||
<li><span class="FM_BulletHead">Current Version</span> - Payments Gateway Secure Web Pay API current version number (maximum 10 characters, alphanumeric). The current version is <b>1.0.</b></li>
|
||||
<li><span class="FM_BulletHead">Post-back URL</span> - The Payments Gateway term for this is Return Page 1. Enter the post-back URL for your site (maximum 250 characters, alphanumeric): <b>https://</b><span class="FM_Emphasis">www.mylibrary.org/polaris</span><b>/Payments/PostbackPaymentsGateway.aspx</b>, where<br /> <span class="FM_Emphasis" style="font-weight: bold;">www.mylibrary.org/polaris </span>is your PAC web site.</li>
|
||||
<li><b>Important:<br /></b>Payments Gateway does not accept hyphens in the post-back URL (Return Page 1).</li>
|
||||
<li><span class="FM_BulletHead">PAC Return URL</span> - Typically the Polaris PowerPAC patron account Fine & Fees page, displayed when the user clicks the return link on the Payments Gateway final payment transaction page (maximum 250 characters, alphanumeric):<b> <br />https://</b><span class="FM_Emphasis">www.mylibrary.org/polaris</span><b>/patronaccount/finesfees.aspx</b>, where<br /><span class="FM_Emphasis" style="font-weight: bold;">www.mylibrary.org/polaris </span>is your PAC web site.</li>
|
||||
<li><span class="FM_BulletHead">MPAC Return URL</span> - Typically the Polaris Mobile PAC patron account Fine & Fees page, displayed when the user clicks the return link on the Payments Gateway final payment transaction page (maximum 250 characters, alphanumeric):<b> <br />https://</b><span class="FM_Emphasis">www.mylibrary.org/mobile</span><b>/FinesAndFees/UpdateAccount</b>, where<br /><span class="FM_Emphasis" style="font-weight: bold;">www.mylibrary.org/mobile </span>is your Mobile PAC web site. This field is required. If you do not use Mobile PAC, simply enter your PAC Return URL.</li>
|
||||
<li><span class="FM_BulletHead">Donation PAC Return URL</span> - If you plan to accept donations, enter the URL of the Polaris PowerPAC page that should be displayed when the user clicks the return link on the Payments Gateway final payment transaction page (maximum 250 characters, alphanumeric). This URL is typically your Polaris PowerPAC home page. This field is required. If you do not plan to accept donations, simply enter your PAC Return URL.</li>
|
||||
<li><span class="FM_BulletHead">Donation MPAC Return URL</span> - If you plan to accept donations, enter the URL of the Polaris Mobile PAC page that should be displayed when the user clicks the return link on the Payments Gateway final payment transaction page (maximum 250 characters, alphanumeric). This URL is typically your Polaris Mobile PAC home page. If you do not plan to accept donations, or do not use Mobile PAC, simply enter your PAC Return URL.</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li value="6">To set up credit card payments from Polaris PowerPAC, be sure <b>Payments Gateway</b> is still selected in the Online Payments Settings dialog box, and follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>PowerPAC</b> tab on the Online Payments Settings dialog box, if it is not already selected.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PaymentsGatewayPPAC.gif" style="margin-bottom: 0.000pt;width: 240;height: 257;" id="image36" src="PaymentsGatewayPPAC_240x257.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select <b>Allow online payments</b>. The payment options become available.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The link for paying fines is on the Fines and Fees page of the patron account. Be sure the PowerPAC profile <b>Navigation: Fines & fees</b> is set to <b>Yes</b> for the organization.<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOPatAcc/Enable_patron_account_access_-_PowerPAC.htm">Enable patron account access - PowerPAC</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01. If the amount the patron owes falls below your setting, the <b>Pay fines</b> link is not displayed in the PAC.</li>
|
||||
<li value="4">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li>
|
||||
<li value="5">To display a privacy policy link in Polaris PowerPAC, select <b>Display privacy policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="6">To display a refund policy link in Polaris PowerPAC, select <b>Display refund policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="7">To accept credit card payments for donations, select <b>Allow donations</b>.</li>
|
||||
<li value="8">To charge a processing fee for donations, specify the amount in the <b>Processing fee</b> box for donation payments. The maximum value is $20.00.</li>
|
||||
<li value="9">To allow donors to direct a donation toward a title purchase in a specific subject area, select <b>Allow patron to designate title purchase</b>. This option places an appropriate control on the PAC donations page, where the donor can specify a title purchase.</li>
|
||||
</ol>
|
||||
<ol start="7">
|
||||
<li value="7">To set up credit card payments from Mobile PAC, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the <b>Mobile PAC</b> tab on the Online Payments Settings dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PaymentsGatewayMPAC.gif" style="margin-bottom: 0.000pt;width: 240;height: 257;" id="image37" src="PaymentsGatewayMPAC_240x257.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select <b>Allow online payments</b>. The payment options become available.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The link for paying fines is on the Fines and Fees page of the patron account. Be sure the Mobile PAC profile <b>Navigation: Fines & fees</b> is set to <b>Yes</b> for the organization. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Public_Access_Admin/PDOMobilePAC/Patron_Account_My_Account_in_Mobile_PAC.htm">Patron Account (My Account) in Mobile PAC</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Set the minimum fine amount you want to accept by credit card payment. The default value is the lowest possible value, $0.01. If the amount the patron owes falls below your setting, the <b>Pay fines</b> link is not displayed in Mobile PAC.</li>
|
||||
<li value="4">To charge a processing fee for fine payments, specify the amount in the <b>Processing fee</b> box for online payments. The maximum value is $20.00.</li>
|
||||
<li value="5">To display a privacy policy link in Mobile PAC, select <b>Display privacy policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="6">To display a refund policy link in Mobile PAC, select <b>Display refund policy</b>. See <a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>.</li>
|
||||
<li value="7">To accept credit card payments for donations, select <b>Allow donations</b>.</li>
|
||||
<li value="8">To charge a processing fee for donations, specify the amount in the <b>Processing fee</b> box for donation payments. The maximum value is $20.00.</li>
|
||||
<li value="9">To allow donors to direct a donation toward a title purchase in a specific subject area, select <b>Allow patron to designate title purchase</b>. This option places an appropriate control on the donations page, where the donor can specify a title purchase.</li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li value="8">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_24557_Set_up_the_PayPal"></a>Set up the PayPal Payflow Link gateway account</h1>
|
||||
<p><a name="kanchor1126"></a><a name="IX_setup_Payflow_Link"></a><a name="kanchor1127"></a><a name="IX_Payflow_Link_setting_up"></a>Your library can establish a merchant account with Payflow Link directly. To set up the account:</p>
|
||||
<ol>
|
||||
<li value="1">Sign up for your Payflow Link gateway account.</li>
|
||||
<li value="2">Log on to PayPal Manager.</li>
|
||||
<li value="3">Go to <b>Service Settings</b> and select <b>Setup</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayPalSetUpPage.gif" style="margin-bottom: 0.000pt;width: 376;height: 385;" id="image12" src="PayPalSetUpPage_376x385.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Under <b>Choose your settings</b>, set Transaction Process Mode to <b>Live</b> when you are ready to go live with credit card payments. (For set-up purposes, set this option to <b>Test</b>.)</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Settings under <b>Display options on payment page</b> are optional.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Under <b>PayPal Express Checkout</b>, set <b>Enable PayPal Express Checkout</b> to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayflowLinkExpressCheckout.gif" style="margin-bottom: 0.000pt;width: 405;height: 108;" id="image13" src="PayflowLinkExpressCheckout_405x108.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Under <b>Billing Information</b>, specify the required and editable fields for the billing information the user must supply.</li>
|
||||
<li value="7">Under <b>Payment Confirmation</b>, <b>Show confirmation page</b>, select <b>On a PayPal hosted page</b>.</li>
|
||||
<li value="8">Enter text for your return URL. This text labels the link that returns the patron to the Polaris PowerPAC patron account Fines & Fees page, or the equivalent page in Mobile PAC if a mobile device is detected.</li>
|
||||
<li value="9">In the <b>Enter Return URL</b> box, type the URL for the interim page that redirects the user to Polaris PowerPAC or Mobile PAC, if a mobile device is detected:<b> <br />https://</b><span class="FM_Emphasis">www.mylibrary.org/polaris</span><b>/payments/payflowlinkreturn.aspx</b>, where<br /><span class="FM_Emphasis" style="font-weight: bold;">www.mylibrary.org/polaris </span>is your PAC web site.</li>
|
||||
<li value="10">Set <b>Return URL Method</b> to <b>Link</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayflowLinkReturnURL.gif" style="margin-bottom: 0.000pt;width: 405;height: 181;" id="image14" src="PayflowLinkReturnURL_405x181.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">Under <b>Silent Post for Data Transfer</b>, set <b>Use Silent Post</b> to <b>Yes</b>.</li>
|
||||
<li value="12">In the <b>Enter Silent Post URL</b> field, enter the post-back URL for your site:  <b>https://</b><span class="FM_Emphasis">www.mylibrary.org/polaris</span><b>/Payments/PostbackPayflowLink.aspx</b>, where<br /> <span class="FM_Emphasis" style="font-weight: bold;">www.mylibrary.org/polaris </span>is your PAC web site.</li>
|
||||
<li value="13">Select <b>Void transaction when my server fails to receive data sent by the silent post</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayflowLinkSilentPost.gif" style="margin-bottom: 0.000pt;width: 405;height: 83;" id="image15" src="PayflowLinkSilentPost_405x83.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="14">Under <b>Email Confirmation</b>, set <b>Do you want us to confirm payment by email</b> to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayflowLinkEMailConfirm.gif" style="margin-bottom: 0.000pt;width: 339;height: 243;" id="image16" src="PayflowLinkEMailConfirm_339x243.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="15">Under <b>Configure Security Options</b>, set <b>Enable Secure Token</b> to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PayflowLinkSecurityOps.gif" style="margin-bottom: 0.000pt;width: 405;height: 95;" id="image17" src="PayflowLinkSecurityOps_405x95.gif" /> </p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPCreditCard.fm" /><title>Set up the Payments Gateway SWP account</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/Set_up_the_Payments_Gateway_SWP_account.htm">Open topic with navigation</a>
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<h1><a name="XREF_71507_Set_up_the"></a>Set up the Payments Gateway SWP account</h1>
|
||||
<p><a name="kanchor4311"></a><a name="IX_setup_Payments_Gateway"></a><a name="kanchor4312"></a><a name="IX_Payments_Gateway_setting"></a>Your library establishes a merchant account with Payments Gateway directly. You can set up one Payments Gateway SWP account for each branch that will offer credit card processing, or set up one account for your entire system, associated with a specific library administrator. To set up a Payments Gateway SWP account.</p>
|
||||
<ol>
|
||||
<li value="1">Go to<b> http://www.paymentsgateway.com/home.aspx<br /></b>and follow the instructions to set up a SWP merchant account.</li>
|
||||
<li value="2">Log in to Payments Gateway Virtual Terminal (VT) with your SWP Merchant ID, username, and password at<br /><b>https://www.paymentsgateway.net/vt3/login.aspx</b></li>
|
||||
<li value="3">On the Payments Gateway VT page, select <b>Gateway Settings, Gateway Key</b>.</li>
|
||||
<li value="4">Generate the <b>API Login ID</b> and the <b>Secure Transaction Key</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PaymentsGatewayKey.gif" style="margin-bottom: 0.000pt;width: 405;height: 197;" id="image27" src="PaymentsGatewayKey_405x197.gif" /> </p>
|
||||
<p class="indent2">Record these values for use in Polaris Administration. See <a href="Set_up_Payments_Gateway_processing_in_Polaris_Administration.htm#XREF_49112_Set_Up_Payments">Set up Payments Gateway processing in Polaris Administration</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>Update</b>.</li>
|
||||
<li value="6">Select <b>Gateway Settings, Secure Web Pay</b>.</li>
|
||||
<li value="7">Click the <b>Main</b> tab if it is not already selected.</li>
|
||||
<li value="8">In the <b>Return Page 1</b> field, enter the post-back URL for your site: <br /><b>https://</b><span class="FM_Emphasis">www.mylibrary.org/polaris</span><b>/Payments/PostbackPaymentsGateway.aspx</b>, where<br /> <span class="FM_Emphasis" style="font-weight: bold;">www.mylibrary.org/polaris </span>is your PAC web site. (Both PowerPAC and Mobile PAC use the same post-back URL.)</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Payments Gateway does not accept hyphens in the post-back URL (Return Page 1).</p>
|
||||
<p class="indent2">You will enter the same URL in Polaris Administration. See <a href="Set_up_Payments_Gateway_processing_in_Polaris_Administration.htm#XREF_49112_Set_Up_Payments">Set up Payments Gateway processing in Polaris Administration</a>.</p>
|
||||
<p class="indent2">
|
||||
<img alt="PaymentsGatewayReturnPage1.gif" style="margin-bottom: 0.000pt;width: 405;height: 272;" id="image28" src="PaymentsGatewayReturnPage1_405x272.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Set <b>Accept Unsigned Transactions</b> to <b>No</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PaymentsGatewayUnsigned.gif" style="margin-bottom: 0.000pt;width: 405;height: 267;" id="image29" src="PaymentsGatewayUnsigned_405x267.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Set <b>Accept eCheck</b> to <b>No</b>, and set <b>Accept Credit Card Transactions</b> to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="PaymentsGatewayMethods.gif" style="margin-bottom: 0.000pt;width: 405;height: 200;" id="image30" src="PaymentsGatewayMethods_405x200.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">In the Contact Info section, supply the information that should appear on the Hosted Checkout page.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="UpdateContactInfo2.gif" style="margin-bottom: 0.000pt;width: 310;height: 358;" id="image31" src="UpdateContactInfo2_310x358.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="12">Click <b>Update</b>.</li>
|
||||
<li value="13">Click the <b>Field Settings</b> tab and make the following settings:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Bill To Information</b> settings are recommended.</li>
|
||||
<li><b>Ship To Information</b> - We recommend that you set these fields to <b>Hidden</b>. </li>
|
||||
<li><b>Merchant Defined Fields </b>- <b>Consumer order ID</b> - Displays the order ID on Payments Gateway reports, necessary for identifying transactions (set to <b>Required</b>). When this option is set to required, the order ID is also displayed on the Hosted Checkout page. You can type a description that will make sense to the patron; for example, <b>Polaris Payment ID</b>. Set the other Merchant Defined Fields to <b>Hidden</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="PaymentsGatewayMerchantDefs.gif" style="margin-bottom: 0.000pt;width: 405;height: 401;" id="image32" src="PaymentsGatewayMerchantDefs_405x401.gif" /> </p>
|
||||
<ol start="14">
|
||||
<li value="14">Click <b>Update</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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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<h1><a name="XREF_47672_Setting_Up"></a><a name="kanchor4240"></a>Setting Up E-Commerce - Overview and Requirements</h1>
|
||||
<p>To submit credit card payments from the Polaris staff client, PowerPAC, ExpressCheck, or Leap, you must establish a connection to a payments gateway and then configure the gateway in Polaris Administration. A license is required for each payments gateway provider. </p>
|
||||
<p>To accept credit card payments from a staff client, Leap, or ExpressCheck workstation, a credit card reader must be attached to the workstation. When you install Polaris on a workstation where staff will accept credit card payments, the credit card reader option must be selected. You can set up credit card payment processing for the selected e-commerce payment gateway in Polaris Administration at the system, library, or branch level. </p>
|
||||
<p>To accept PowerPAC or Mobile PAC online payments, you must enable secure socket layer (SSL) for the Web server in Polaris Administration. For PowerPAC, set the SSL: Enable PowerPAC parameter for the Web server to Yes. For Mobile PAC, set the SSL: Enable Mobile PAC parameter for the Web server to Yes. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Administration/PDserver/Setting_Web_Server_Parameters.htm#XREF_85345_Setting_Public">Setting Web Server Parameters</a>.</MadCap:conditionalText> Patrons must have SSL protocol enabled for their Web browsers and must accept the certificate the first time they log on from outside the library.</p>
|
||||
<p>The link for paying fines in PowerPAC and Mobile PAC is on the Fines and Fees page in the patron account. If your library is set up to allow online credit card payments from PowerPAC, be sure the PowerPAC and Mobile PAC profiles, Navigation: Fines & fees, are set to Yes for your organization in Polaris Administration.</p>
|
||||
<p>E-Commerce transactions appear on Polaris financial reports. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Polaris_Basics/PIreports/Public_Services_Reports.htm#E-Commer">E-Commerce Credit Card Reports</a>.</MadCap:conditionalText></p>
|
||||
<p>For general information regarding e-commerce and Polaris, see these topics:</p>
|
||||
<ul>
|
||||
<li><a href="creditpaystaff.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Credit Card Payments from the Staff Client </span></a>
|
||||
</li>
|
||||
<li><a href="creditpayPACs.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Credit Card Payments from PowerPAC or Mobile PAC</span></a>
|
||||
</li>
|
||||
<li><a href="creditpayExpress.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Credit Card Payments from Polaris ExpressCheck</span></a>
|
||||
</li>
|
||||
<li><a href="creditpayprivandref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Privacy and Refund Policy Display Options</span></a>
|
||||
</li>
|
||||
<li><a href="creditpaydonat.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Credit Card Donations from PowerPAC or Mobile PAC</span></a>
|
||||
</li>
|
||||
<li><a href="creditpaypartial.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">E-Commerce Partial Payments</span></a>
|
||||
</li>
|
||||
<li><a href="creditpaymanager.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Credit Card Payment Manager</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For instructions on setting up one of the e-Commerce gateways that can process credit card payments from the Polaris staff client or Leap, ExpressCheck, PowerPAC, and MobilePAC, see the topic for the gateway your library will use:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />EnvisionWare and Comprise are the only payments gateways that handle credit card payments made from Leap.</p>
|
||||
<ul type="disc">
|
||||
<li><a href="E-Commerce_EnvisionWare.htm">E-Commerce with EnvisionWare® </a>
|
||||
</li>
|
||||
<li><a href="E-Commerce_Comprise_SmartPAY.htm">E-Commerce with Comprise™ SmartPAY™</a>
|
||||
</li>
|
||||
<li><a href="E-Commerce_PayPal_Payflow_Pro.htm">E-Commerce with PayPal® Payflow Pro®</a>
|
||||
</li>
|
||||
<li><a href="Using_Class_Point_of_Sale_with_Polaris.htm">E-Commerce with Class Point of Sale</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For instructions on setting up one of the e-Commerce gateways that processes web payments from PowerPAC and Mobile PAC only, see the topic for the gateway your library will use:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="E-Commerce_with_Payments_Gateway_Secure_Web_Pay.htm">E-Commerce with Payments Gateway Secure Web Pay
|
||||
</a>
|
||||
</li>
|
||||
<li><a href="E-Commerce_with_PayPal_Payflow_Link.htm">E-Commerce with PayPal Payflow Link</a>
|
||||
</li>
|
||||
<li><a href="e-commerce-with-jetpay.htm">E-Commerce with JetPay</a> (PowerPAC only)</li>
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</ul>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/Using_Class_Point_of_Sale_with_Polaris.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_97050_Using_Class_Point"></a>E-Commerce with Class Point of Sale </h1>
|
||||
<p><a name="kanchor3664"></a><a name="IX_using_with_Polaris_1"></a><a name="kanchor3665"></a><a name="IX_using_with_Polaris"></a><a name="kanchor3666"></a><a name="IX_Class_Point_of_Sale"></a>Active Payment Manager (Class Point of Sale) manages cash, check, and credit card payments for the library and other agencies in the network. When a payment is made through Class POS (from the Polaris staff client or by credit card from PAC), the transaction is recorded in the patron’s account in Polaris.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you are working in the Polaris staff client, you may be able to take credit card payments in Class Point of Sale, but processing takes place entirely within Class Point of Sale.</p>
|
||||
<p><a name="TOC_Class_POS_Requirements"></a><a name="kanchor3667"></a><a name="IX_requirements_1"></a><a name="kanchor3668"></a><a name="IX_requirements"></a>All system-defined Polaris fee reason codes (that is, codes equal to or less than 0) must be entered in the Class POS application as the “Third Party ID” for the corresponding Class POS item. Your Polaris Site Manager assists you in setting up these entries. This ensures that when a staff member selects an overdue item charge to pay in Polaris, for example, the Class POS software also identifies the reason for payment as overdue item.</p>
|
||||
<p>Class POS software must be installed with the Polaris staff client on the workstation, but staff members do not need to start Class POS. You are prompted to log on to Class POS only once, at the first payment action in the Polaris staff client session.</p>
|
||||
<p><a name="TOC_Staff_Client_Workflow1"></a><a name="XREF_87787_Staff_Client"></a><a name="kanchor3669"></a><a name="IX_staff_client_use_1"></a><a name="kanchor3670"></a><a name="IX_staff_client_use"></a>You can take payments for overdue charges from the Patron Status workform - Account view or from the Check In workform. The Class POS interface automatically opens, and you can make the payment according to the library’s policies. Payments for billed and lost items must be made from the Patron Status workform - Account view.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When you pay from the Check In workform, but cancel the transaction in Class POS, the charge remains on the patron’s account but does not appear again on the Check In workform. At this point, you must pay the charge from the Patron Status workform - Account view.</p>
|
||||
<p>Payment transactions at check-out and at check-in <span class="FM_Emphasis">from the item record workform</span> are not integrated with Class POS, so you may want to set the system-level Circulation permission <b>Fines: pay fines at circ</b> so that staff are <span class="FM_Emphasis">not</span> allowed to pay fines through Polaris in these situations. Instead, the staff member creates a charge during the transaction, and then pays the charge from the Patron Status workform - Account view. For example, if the Overdue Fine dialog box appears at renewal, and the patron wants to pay the fine, the staff member selects <b>Charge Account</b> in the Overdue Fine dialog box, then pays the charge from the Patron Status workform - Account view. If the Patron Status workform - Account view is already open, you can refresh the workform (<b>F5</b>) to see and pay the charge. You can also refund a credit through Class POS from the Patron Status workform - Account view. When the Refund function is selected, the Class POS application is launched to process the refund and the transaction is recorded in both Class POS and Polaris. For more information about refunding a credit<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> <a href="../../Patron_Services/PPuseacct/Refund_a_credit_amount.htm#XREF_22681_Refund_a_credit">Refund a credit amount</a>.</MadCap:conditionalText></p>
|
||||
<p>Class POS does not handle payments from patron account credits or deposits. If your library relies on Class POS software and POS reports to reconcile the cash drawer with patron account transactions, you may want to prohibit deposit transactions in Polaris. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The effective interaction between Polaris and Class POS rests on charges, payments, and credit refunds being initiated in Polaris. It is possible to configure the Class POS interface independently of Polaris, and add options that might initiate a payment, charge, or refund from Class POS. However, Polaris interacts with Class POS as a payment manager only. For example, charges initiated and paid in Class POS can result in a credit transaction in the Polaris patron record that has no history in the Polaris database.</p>
|
||||
<p>Polaris waive transactions are unaffected by the use of Class POS, and they are not registered or reported in Class POS.</p>
|
||||
<p><a name="kanchor3671"></a><a name="IX_PAC_credit_card_1"></a><a name="kanchor3672"></a><a name="IX_PAC_credit_card"></a><a name="kanchor3673"></a><a name="IX_Class_POS_overview"></a>You can accept credit card payments from the PAC through Class POS. To set up Polaris for Class POS credit card processing, you will need the following information from your Class POS representative: the URL to the Class online payment page for your site and the Class POS database identifier (Item ID) for online library fine payments.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Set_up_Class_Point_of_Sale_credit_card_payments.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up Class Point of Sale credit card payments</span></a>
|
||||
</li>
|
||||
</ul>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/creditpayExpress.htm">Open topic with navigation</a>
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<h1>Credit Card Payments from Polaris ExpressCheck</h1>
|
||||
<p>Credit card payments for fines and fees are allowed from Polaris ExpressCheck if both the patron's registered branch allows credit card payments, and the ExpressCheck workstation's branch allows credit card payments. If credit card payments are enabled for ExpressCheck, patrons can log in and submit payments for fines and fees from ExpressCheck workstations that are equipped with a credit card reader. The patron selects the charges to pay on the Fines and Fees page, and selects <b>Pay fines now</b>. The patron swipes the credit card through the card reader. When the transaction is complete, the patron may receive an e-mail receipt that lists the charges paid, provided and email address is in the patron record. The Patron Status workform, Account view displays a note that the payment was made through ExpressCheck.</p>
|
||||
<p>Possible error messages:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Timeout message</span> - The transaction timed out and is canceled.</li>
|
||||
<li><span class="FM_BulletHead">Payment did not go through as entered</span> - Transaction is not authorized or is canceled by the gateway.</li>
|
||||
<li><span class="FM_BulletHead">Update patron account failed</span> - The patron’s credit card was charged, but the patron account was not updated.</li>
|
||||
</ul>
|
||||
<p>For instructions on setting up one of the e-Commerce gateways that can process credit card payments from the Polaris staff client, ExpressCheck, PowerPAC, and MobilePAC, see the topic for the gateway your library will use:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="E-Commerce_EnvisionWare.htm">E-Commerce with EnvisionWare® </a>
|
||||
</li>
|
||||
<li><a href="E-Commerce_Comprise_SmartPAY.htm">E-Commerce with Comprise™ SmartPAY™</a>
|
||||
</li>
|
||||
<li><a href="E-Commerce_PayPal_Payflow_Pro.htm">E-Commerce with PayPal® Payflow Pro®</a>
|
||||
</li>
|
||||
<li><a href="Using_Class_Point_of_Sale_with_Polaris.htm">E-Commerce with Class Point of Sale</a>
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<h1>Credit Card Payments from PowerPAC or Mobile PAC</h1>
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<p>If both the patron's registered branch and the PAC connection branch are set up with an e-commerce provider to allow credit card payments from PACs, patrons can pay charges from the Fines & Fees view in their library accounts. The patron selects the charges to pay and clicks or taps <b>Pay fines now</b>. The example below shows the Fines & Fees view in PowerPAC.</p>
|
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<img src="../../../Resources/Images/PACPayFinesNow.png" alt="" />
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<p>When the transaction is complete, the patron may receive an email receipt, depending on the patron account settings. When a payment is made in the PAC, a note in the Patron Status workform, Account view indicates the payment was made.</p>
|
||||
<p>For instructions on setting up one of the e-Commerce gateways that can process credit card payments from the Polaris staff client, ExpressCheck, PowerPAC, and MobilePAC, see the topic for the gateway your library will use:</p>
|
||||
<ul type="disc">
|
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<li><a href="E-Commerce_EnvisionWare.htm">E-Commerce with EnvisionWare® </a>
|
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</li>
|
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<li><a href="E-Commerce_Comprise_SmartPAY.htm">E-Commerce with Comprise™ SmartPAY™</a>
|
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</li>
|
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<li><a href="E-Commerce_PayPal_Payflow_Pro.htm">E-Commerce with PayPal® Payflow Pro®</a>
|
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</li>
|
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<li><a href="Using_Class_Point_of_Sale_with_Polaris.htm">E-Commerce with Class Point of Sale</a>
|
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</li>
|
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</ul>
|
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<p>For instructions on setting up one of the e-Commerce gateways that processes web payments from PowerPAC and Mobile PAC only, see the topic for the gateway your library will use:</p>
|
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<p>
|
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<ul type="disc">
|
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<li><a href="E-Commerce_with_Payments_Gateway_Secure_Web_Pay.htm">E-Commerce with Payments Gateway Secure Web Pay
|
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</a>
|
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</li>
|
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<li><a href="E-Commerce_with_PayPal_Payflow_Link.htm">E-Commerce with PayPal Payflow Link</a>
|
||||
</li>
|
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<li><a href="e-commerce-with-jetpay.htm">E-Commerce with JetPay</a> (PowerPAC only)</li>
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<h1>Credit Card Donations from PowerPAC or Mobile PAC</h1>
|
||||
<p>When you enable credit card donations from PowerPAC and/or Mobile PAC, the list of receiving organizations is limited to those with credit card processing enabled. When a patron makes a donation, the receiving organization's credit card settings are applied. If the connection organization is a branch, and that branch has enabled credit card processing and donations, the donation can be made to that branch only. However, if the PAC connection organization is the library system, and donations are not enabled at the system level, a donation can still be made to any library or branch that accepts donations.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Enabling donations</b> - Use the Credit Card Payment parameter <b>Online Payments: Configure</b> for your organization. Select your e-commerce provider in the <b>Payment processing gateway</b> list, and select the PowerPAC tab in the Online Payment Settings dialog box. Select <b>Allow donations</b>. Repeat using the Mobile PAC tab, if appropriate. For specific instructions, see <a href="creditpayPACs.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Credit Card Payments from PowerPAC or Mobile PAC</span></a> and select the link for your e-commerce provider.</li>
|
||||
<li><a name="kanchor1417"></a><a name="IX_branch_display_order_in_1"></a><span class="FM_BulletHead">Donation branch order in PAC</span> - In the PAC, the patron chooses a branch from a list when making a donation. The branch display order is controlled in PAC Administration. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Public_Access_Admin/PDOpower/Set_up_Polaris_PowerPAC.htm">Set up basic operating features for Polaris PowerPAC</a>.</MadCap:conditionalText></li>
|
||||
<li><a name="kanchor1418"></a><a name="IX_suppressing_a_branch_1"></a><span class="FM_BulletHead">Suppressing a branch from the donation branch list</span> - Use the system-level PAC profile <b>Suppress branches</b> to prevent a branch from appearing in the list. For Polaris PowerPAC, this profile also suppresses the selected branches from the connection branch list (<b>Switch to another branch</b>), the list of branches on the Search Options scoping page, and the list of branches on the Advanced Search scoping page. For Mobile PAC, the profile suppresses the branch from the drop-down lists on the Library Hours and Preferences pages.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:</b>
|
||||
<br />The donation Web part appears in the PowerPAC dashboard when you assign it to the page. Be sure to assign the donation Web part to the pages where you want it to appear. See <a href="../../Public_Access_Admin/PDOpower/Assign_Web_parts_to_public_pages.htm">Assign Web parts to public pages</a>. To display the donation link in Mobile PAC, set the Mobile PAC profile <b>Navigation: Donations</b> to <b>Yes</b>.</p>
|
||||
<h2><a name="kanchor1419"></a>Using Google's reCAPTCHA on the PAC Donations Page</h2>
|
||||
<p>Libraries that use PayPal Payflow Pro for credit card payments through Polaris PowerPAC or Mobile PAC can enable Google's free reCAPTCHA feature, which adds human verification to the process of submitting a donation to the library. This minimizes the possibility of a robotic "user" making many small fake donations to the library to verify stolen credit card information. Genuine donors identify a picture or select <b>I'm not a robot</b> to continue with the donation process. For more information about reCAPTCHA, see <a href="https://www.google.com/recaptcha/intro/index.html">https://www.google.com/recaptcha/intro/index.html</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="E-Commerce_PayPal_Payflow_Pro.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">E-Commerce with PayPal® Payflow Pro®</span></a>
|
||||
</li>
|
||||
<li><a href="Set_up_Google_reCAPTCHA.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up Google's reCAPTCHA on the PAC Donations page</span></a>
|
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<h1>Excluding In-House Workstations from Web-Based Payments </h1>
|
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<p>To prevent web-based credit card payments from within the library, set the system-level Credit Card Payments parameter <b>Exclude local workstations from web based payments</b> to <b>Yes</b>. This setting supports a lower level of PCI compliance responsibility on the library’s part by preventing web-based payments through EnvisionWare from within the library network. “Local workstations” are those defined in the In-House IP Addresses database table. Add the library’s wi-fi connection to the table if you also want to exclude payments from mobile devices within the library. </p>
|
||||
<p>When you exclude local workstations from web-based payments, the <b>Pay</b> option is suppressed from the patron account Fines & Fees page, and the <b>Donation</b> link displays a message.</p>
|
||||
<p>For more information about the In-House IP Address table, see <a href="../../Administration/PDresourc/Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</p>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/creditpaymanager.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>Credit Card Payment Manager</h1>
|
||||
<p>Staff members can view transaction details and refund payments made with a credit card using the Credit Card Payment Manager, available from the Utilities menu on the Polaris Shortcut Bar. The system Circulation permission, <b>Access Credit Card Payments Manager: Allow</b>, is required to access the Credit Card Payment Manager. The Credit Card Payment Manager shows only those orders and transactions where the staff client workstation’s log-on branch and the transacting branch use the same payment gateway. </p>
|
||||
<p>For more information about using the Credit Card Payment Manager, see <a href="../../Patron_Services/PPuseacct/Managing_Credit_Card_Orders.htm#XREF_28959_Managing_Credit">Managing Credit Card Orders</a>.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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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</html>
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+66
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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 |Setting Up E-Commerce - Overview and Requirements" 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/PDPCreditCard/creditpaypartial.htm">Open topic with navigation</a>
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|
||||
<h1>E-Commerce Partial Payments</h1>
|
||||
<p>Partial payments are supported in the staff client only. Patrons can select specific fines to pay or opt to pay all, but they cannot make partial payments from the PowerPAC, Mobile PAC, or ExpressCheck. The patron’s registered branch settings determine the specific credit card processor and parameters. For donations, the selected recipient branch’s settings determine the specific credit card parameters.</p>
|
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</div>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</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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</p>
|
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|
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</body>
|
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</html>
|
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+74
@@ -0,0 +1,74 @@
|
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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 |Setting Up E-Commerce - Overview and Requirements" 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 http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Privacy and Refund Policy Display Options</title>
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/creditpayprivandref.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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<div role="main" id="mc-main-content">
|
||||
<h1>Privacy and Refund Policy Display Options</h1>
|
||||
<p>When you set up an e-commerce for PowerPAC, MobilePAC, or ExpressCheck, you can select the options: <b>Display privacy policy</b> and/or <span>Display refund policy</span>. The text for these display options is set for the patron's registered branch using PolarisWebAdmin (Language Editor) as follows:</p>
|
||||
<ul>
|
||||
<li>PowerPAC Privacy Policy - You specify your privacy policy text for PowerPAC using Polaris WebAdmin (Language Editor). The message ID is PACML_PAYMENT_PRIVACYPOLICY_1066. The system uses the text specified for the patron’s registered branch. For information about editing PAC language files, see the Polaris WebAdmin (Language Editor) Guide or WebAdmin online Help. Any custom text and markup must be responsive to the user's device.</li>
|
||||
<li>PowerPAC Refund Policy - You specify your refund policy text for PowerPAC using Polaris WebAdmin (Language Editor). The message ID is: PACML_PAYMENT_REFUNDPOLICY_1067. The system uses the text specified for the patron’s registered branch. For information about editing PAC language files, see the Polaris WebAdmin (Language Editor) Guide or WebAdmin online Help. Any custom text and markup must be responsive to the user's device.</li>
|
||||
<li>Mobile PAC Privacy Policy - You specify your privacy policy text for Mobile PAC using Polaris WebAdmin (Language Editor). The message ID is MP_CRUMBS_FINESANDFEES_PRIVACY. The system uses the text specified for the patron’s registered branch. For information about editing PAC language strings, see the Polaris WebAdmin (Language Editor) Guide or WebAdmin online Help.</li>
|
||||
<li>Mobile PAC Refund Policy- You specify your refund policy text using Polaris WebAdmin (Language Editor). The message ID is MP_CRUMBS_FINESANDFEES_REFUND_POLICY. The system uses the text specified for the patron’s registered branch. For information about editing PAC language strings, see the Polaris WebAdmin (Language Editor) Guide or WebAdmin online Help.</li>
|
||||
<li>ExpressCheck Privacy Policy- You specify your privacy policy text for ExpressCheck using Polaris WebAdmin (Language Editor). The message ID is EC_TEXT_POLICY_PRIVACY. For information about editing ExpressCheck language strings, see the Polaris WebAdmin (Language Editor) Guide or WebAdmin online help.</li>
|
||||
<li>ExpressCheck Refund Policy - You specify your refund policy text using Polaris WebAdmin (Language Editor). The message ID is EC_TEXT_POLICY_REFUND. For information about editing ExpressCheck language strings, see the Polaris WebAdmin (Language Editor) Guide or WebAdmin online help.</li>
|
||||
</ul>
|
||||
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</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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/*]]>*/</script>
|
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</html>
|
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+87
@@ -0,0 +1,87 @@
|
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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 |Setting Up E-Commerce - Overview and Requirements" 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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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Credit Card Payments from the Staff Client </title>
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPCreditCard/creditpaystaff.htm">Open topic with navigation</a>
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</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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<div class="content">
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<div role="main" id="mc-main-content">
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<h1>Credit Card Payments from the Staff Client </h1>
|
||||
<p>The staff member selects the charges in the patron's account, selects <b>Pay</b>, and selects <b>Credit Card</b> as the payment method. The fine amount is displayed, and the staff member selects <b>Submit</b>.The system creates Store Order, Store Transaction, and Store Details entries within the Pending status; sends the request to the e-commerce gateway provider; and sends a query result request to the payment gateway provider. The staff member swipes the credit card through the card reader attached to the workstation. When the credit card is authorized, the system notifies the payment gateway provider that the transaction is finished, the Store Order is updated to a Complete status, the Store Transaction is updated to a Success status, and the patron account is updated. A confirmation message is displayed, and a receipt is generated as with any other payment method.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Staff members require the <span>Fines: Allow credit card payments</span> to accept credit card payments and <b>Fines: Allow refunds</b> to process refunds.</p>
|
||||
<p>Possible error messages:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Timeout message</span> - The transaction timed out and is canceled.</li>
|
||||
<li><span class="FM_BulletHead">Payment did not go through as entered</span> - Transaction is not authorized or is canceled by the gateway.</li>
|
||||
<li><span class="FM_BulletHead">Update patron account failed</span> - The patron’s credit card was charged, but the patron account was not updated.</li>
|
||||
</ul>
|
||||
<p>For instructions on setting up one of the e-Commerce gateways that can process credit card payments from the Polaris staff client, Leap, ExpressCheck, PowerPAC, and MobilePAC, see the topic for the gateway your library will use:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />EnvisionWare and Comprise are the only payment gateways for credit card payments from Leap. </p>
|
||||
<ul type="disc">
|
||||
<li><a href="E-Commerce_EnvisionWare.htm">E-Commerce with EnvisionWare® </a>
|
||||
</li>
|
||||
<li><a href="E-Commerce_Comprise_SmartPAY.htm">E-Commerce with Comprise™ SmartPAY™</a>
|
||||
</li>
|
||||
<li><a href="E-Commerce_PayPal_Payflow_Pro.htm">E-Commerce with PayPal® Payflow Pro®</a>
|
||||
</li>
|
||||
<li><a href="Using_Class_Point_of_Sale_with_Polaris.htm">E-Commerce with Class Point of Sale</a>
|
||||
</li>
|
||||
</ul>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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 |Setting Up E-Commerce - Overview and Requirements" 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/PDPCreditCard/e-commerce-with-jetpay.htm">Open topic with navigation</a>
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<h1>E-Commerce with JetPay</h1>
|
||||
<p>Polaris supports the use of JetPay for accepting credit card payments from Polaris PowerPAC. JetPay is a hosted method of accepting credit card payments from PowerPAC. You can enable the use of JetPay at the system, library, or branch level.</p>
|
||||
<p>When you use JetPay for payments, JetPay handles much of the responsibility of Payment Card Industry Data Security Standard (PCI DSS) compliance for your library. No credit card information is stored in the Polaris database when a payment is made via JetPay.</p>
|
||||
<p class="NoteShade"><b>Note:</b> <br />The use of JetPay for payments from the staff client, Polaris ExpressCheck, or Mobile PAC is not supported.</p>
|
||||
<p>To enable JetPay e-commerce, you must:</p>
|
||||
<ol>
|
||||
<li value="1"><a href="set-up-jetpay-account.htm">Set up a JetPay account</a>.
|
||||
</li>
|
||||
<li value="2"><a href="set-up-jetpay-processing.htm">Set up JetPay processing in the Administration Explorer</a>.
|
||||
</li>
|
||||
</ol>
|
||||
<p>For additional information about handling refund transactions when using JetPay for credit card payments, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="handling-refunds-jetpay.htm" data-mc-conditions="Primary.Hidden,Primary.Online">Handling Refunds When Using JetPay</a>.</MadCap:conditionalText></p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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>Handling Refunds When Using JetPay</h1>
|
||||
<p>When you use JetPay hosted e-commerce, refund and void transactions are not integrated in Polaris. Credit card refunds must be handled separately, both through the JetPay management interface and manually from the Polaris patron account in the Polaris staff client. </p>
|
||||
<p>For example, if a replacement charge has been paid via credit card, the refund must be issued manually from the Polaris patron account transaction summary and then again from the JetPay interface. </p>
|
||||
<p>Your library should work with JetPay to establish the appropriate staff accounts for handling refunds, then establish the refunds workflow with your staff. Do not allow staff to issue refunds to credit card payments from the Polaris patron account as cash or credit; instead, they must select <b>Refund</b>.</p>
|
||||
<p class="indent">
|
||||
<img alt="RefundTrans00482.gif" style="margin-bottom: 0.000pt;width: 445;height: 334;" id="image23" src="RefundTrans00482_445x334.gif" /> </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Voided payments, as when the connection fails, are not recognized in Polaris, and the voided transaction will appear in Polaris as a completed transaction.</p>
|
||||
<p>Polaris also supports integrated credit card processing, such as PayPal’s Payflow Pro (see <a href="E-Commerce_PayPal_Payflow_Pro.htm#XREF_92731_Setting_Up_PAC">E-Commerce with PayPal® Payflow Pro</a>), which does offer credit card refunds from within Polaris. In systems where some sites use an integrated solution and others use a gateway solution such as JetPay, refunds can only be made in these circumstances:</p>
|
||||
<ul type="disc">
|
||||
<li>The staff client log-on branch supports integrated payments, and the <b>Online Payments: Configure</b> option in Polaris Administration (Credit Card parameters) is set to allow payments from the staff client for the integrated solution.</li>
|
||||
</ul>
|
||||
<p class="indent2"> <img alt="AllowOnlinePayments00483.gif" style="margin-bottom: 0.000pt;width: 240;height: 257;" id="image24" src="AllowOnlinePayments00483_240x257.gif" /></p>
|
||||
<ul type="disc">
|
||||
<li>The original payment was made using the integrated solution, and the <b>Online Payments: Configure</b> option is set to allow payments from the staff client for the integrated solution.</li>
|
||||
</ul>
|
||||
<p>Otherwise, when an attempt is made to refund a credit card payment in Polaris, a message displays indicating that no refund transaction can be created. The credit card is not refunded, and the patron account is left as is. This situation might occur if a consortium has implemented both integrated and hosted credit card payment solutions, or a library or consortium has changed from one solution to another, and the refund is attempted after the change.</p>
|
||||
<h2>Lost Item Recovery</h2>
|
||||
<p>If a lost-and-paid item is recovered at check-in and the payment was made via credit card, and the library has set the lost-and-paid item recovery options to automatically credit the patron’s account, a “dummy” refund is created instead of a credit. The refund will appear as a refund in the Polaris patron account, and a refund transaction created. This transaction is available for reporting in the Refunds to Credit Card Payments report. You can use the report to cross-check transactions logged by JetPay. (Note that the refund must also be made via JetPay.)</p>
|
||||
<p>Instead of automatically crediting the patron’s account, you may want to set the lost-and-paid item recovery options to <b>Leave as is</b>. With this setting, the payments remain in the Polaris patron account and the refund or credit can be issued via JetPay. Or your library may choose to disable all automatic recovery actions, requiring staff to create manual refunds when a lost-and-paid item is recovered. For more information about setting lost item recovery options, see <a href="../PDPfines/Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</p>
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<h1>Set Up a JetPay Account</h1>
|
||||
<p>To enable the use of JetPay for accepting credit card payments from Polaris PowerPAC, <a href="https://www.jetpay.com/" target="_blank">contact JetPay</a> to establish an account for your library.</p>
|
||||
<p>When establishing your library's JetPay account, make a note of the following two pieces of information:</p>
|
||||
<ul>
|
||||
<li>Client key</li>
|
||||
<li>Web key</li>
|
||||
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|
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<p>You will need this information to <a href="set-up-jetpay-processing.htm">set up JetPay processing in the Administration Explorer</a>.</p>
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<h1>Set Up JetPay Processing in the Administration Explorer</h1>
|
||||
<p class="NoteShade"><b>Note:</b> <br />To complete this workflow, your library must have already established a JetPay account. For more information, see <a href="set-up-jetpay-account.htm">Set Up a JetPay Account</a>.</p>
|
||||
<p>To configure Polaris to use JetPay for processing credit card payments from PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, navigate to the organization for which you want to enable JetPay processing, and click <b>Parameters</b> > <b>Credit Card Payment</b>.</li>
|
||||
<li value="2">Double-click <b>Online Payments: Configure</b>. </li>
|
||||
<p>The Online Payments Settings dialog box opens.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/online_payment_settings_jetpay.png" alt="" />
|
||||
</p>
|
||||
<li value="3">In the <b>Payment processing gateway</b> list, select <b>JetPay</b>.</li>
|
||||
<li value="4">Click <b>Properties</b>.</li>
|
||||
<p>The JetPay dialog box appears.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/jetpay-properties.png" alt="" />
|
||||
</p>
|
||||
<li style="color: #000000;" value="5">Enter the following connection information:<ol><li style="color: #000000;" value="1">Transaction URL - Enter the following URL: </li><p>https://magic.collectorsolutions.com/magic-api/api/transaction/redirect</p><li style="color: #000000;" value="2">Payment page URL - Enter the following URL: </li><p>https://magic.collectorsolutions.com/magic-ui/PaymentRedirect</p><li style="color: #000000;" value="3">Transaction fee URL - Enter the following URL: </li><p>https://magic.collectorsolutions.com/magic-api/api/fee</p><li style="color: #000000;" value="4">Client key - Enter the client key provided when your library <a href="set-up-jetpay-account.htm">set up a JetPay account</a>.</li><li style="color: #000000;" value="5">Web key - Enter the web key provided when your library <a href="set-up-jetpay-account.htm">set up a JetPay account</a>.</li><li value="6">Post-back URL - Enter the post-back URL for your site, using the format below:</li><p>https://<www.mylibrary.org/polaris>/payments/PostbackJetPay.aspx</p><p class="NoteShade"><b>Note:</b><br />Replace <www.mylibrary.org/polaris> with your Polaris PowerPAC URL.</p><p>This field accepts a maximum of 250 alphanumeric characters.</p><li value="7">PAC return URL - Enter the URL that will be displayed when the user clicks the return link on the JetPay final payment transaction page. To use your library's PowerPAC patron account Fine & Fees page, use the format below:</li><p>https://<www.mylibrary.org>/polaris/patronaccount/finesfees.aspx</p><p class="NoteShade"><b>Note:</b><br></br>Replace <www.mylibrary.org/polaris> with your Polaris PowerPAC URL.</p><p>This field accepts a maximum of 250 alphanumeric characters.</p><li value="8">Donations PAC return URL - If you plan to accept donations, enter the URL of the Polaris PowerPAC page that will be displayed when the user clicks the return link on the JetPay final payment transaction page. This field is required. If you do not plan to accept donations, simply enter your PAC Return URL. This field accepts a maximum of 250 alphanumeric characters.</li><li value="9">Library absorbs fees - Select this checkbox if you want the library to absorb the JetPay credit card processing fee. This checkbox is a shadow setting of how your account is set up in JetPay to display warnings and fees to the patron and it must match the corresponding setting in JetPay. If this checkbox is not selected, the processing fee is billed to the patron. </li><li value="10">Click <b>OK</b>.</li></ol></li>
|
||||
<li value="6">Configure the following settings on the <b>PowerPAC</b> tab of the Online Payments Settings dialog box:<ol><li value="1">Allow online payments - Select this checkbox to enable the use of JetPay for credit card payment processing.</li><p class="NoteShade"><b>Note:</b><br />In PowerPAC, patrons pay fines on the Fines and Fees page of the patron account. Be sure the PowerPAC profile <b>Navigation: Fines & fees</b> is set to <b>Yes</b> for the organization to allow patrons to access this page. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Public_Access_Admin/PDOPatAcc/Enable_patron_account_access_-_PowerPAC.htm">Enable patron account access - PowerPAC</a>.</MadCap:conditionalText></p><li value="2">Minimum fine - Enter the minimum fine amount that will be accepted via credit card payment. The default value for this setting is $1.00.</li><p class="NoteShade"><b>Note:</b><br />If the amount a patron owes is less than the <b>Minimum fine</b> value, the <b>Pay fines</b> link does not appear in the patron's account in Polaris PowerPAC.</p><li value="3">Processing fee -This is controlled completely by JetPay and should be set up there. To charge a processing fee for fine payments, enter an amount in the <b>Processing fee</b> box. The maximum value for this setting is $20.00. The default value is $0.00. </li><li value="4">Display privacy policy - To display a privacy policy link in Polaris PowerPAC, select <b>Display privacy policy</b>. For more information, see <a href="creditpayprivandref.htm">Privacy and Refund Policy Display Options</a>.</li><li value="5">Display refund policy - To display a refund policy link in Polaris PowerPAC, select <b>Display refund policy</b>. For more information, see <a href="creditpayprivandref.htm">Privacy and Refund Policy Display Options</a>.</li><li value="6">Allow donations - Select this checkbox to enable the use of credit card payments for donations.</li><li value="7">Processing fee - This is controlled completely by JetPay and should be set up there. To charge a processing fee for donations, enter an amount in the <b>Processing fee</b> box for donation payments. The maximum value is $20.00. The default value is $0.00. </li><li value="8">Allow patron to designate title purchase - Select this checkbox to allow the donor to direct a donation toward a title purchase in a specific subject area. When this option is selected, the donations page includes a field where the donor can specify a title purchase.</li></ol></li>
|
||||
<li value="7">Click <b>OK</b> to save your settings.</li>
|
||||
</ol>
|
||||
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|
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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_67185_Patron_Services"></a>Credit Card Payment Parameters Reference</h1>
|
||||
<p><a name="kanchor1283"></a><a name="IX_reference_list_19"></a><a name="kanchor1284"></a><a name="IX_Credit_Card_Payment_1"></a>These parameters are available on the <b>Parameters</b>, <b>Credit Card Payment</b> tabbed page on the Administration Explorer, at the listed organizational levels.</p>
|
||||
<p>Exclude local workstations from web based payments (System)</p>
|
||||
<p>When set to <b>Yes</b>, supports a lower level of PCI compliance on the library’s part by preventing payments through PayPal’s Payflow Pro or hosted gateway solutions such as Payflow Link, Payments Gateway, or Comprise SmartPay from within the library network. “Local workstations” are those defined in the In-House IP Addresses database table.</p>
|
||||
<ul type="disc">
|
||||
<li>Default: No</li>
|
||||
</ul>
|
||||
<p>Online Payments: Configure<br />(System, Library, Branch)</p>
|
||||
<p>Use this parameter to set up credit card processing in the staff client, PAC, and Polaris ExpressCheck. Double-click to display the Online Payment Settings dialog box. You need specific values from your e-commerce provider to configure online payments. See <a href="../PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a>.</p>
|
||||
<p>Payment Terminal ID<br />(Workstation)</p>
|
||||
<p>For Comprise SmartPAY users. Use this parameter to specify the SmartTerminal card reader ID. You must set this parameter for each staff client and ExpressCheck workstation with a SmartTerminal reader. See <a href="../PDPCreditCard/E-Commerce_Comprise_SmartPAY.htm#XREF_57129_E_Commerce_with">E-Commerce with Comprise™ SmartPAY™</a>.</p>
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<h1><a name="XREF_60611_Setting"></a>Governing Library for Circulation Transactions</h1>
|
||||
<p><a name="kanchor2376"></a><a name="IX_setting_processing_rules"></a><a name="kanchor2377"></a><a name="IX_overview_134"></a><a name="kanchor2378"></a><a name="IX_overview_133"></a>The system-level Patron Services parameter <b>Consortium Circulation</b> establishes which library’s settings govern certain aspects of check-out and renewal transactions: the patron’s branch, the transacting branch, or the item’s assigned branch. An additional setting for lost item recovery governs which library’s settings determine how charges are processed when a lost item is recovered at check in. The governing library settings are particularly useful for setting uniform processing rules in consortia whose members may have widely differing individual policies.</p>
|
||||
<p>You can set the governing library for due date calculation, loan and request limits, fine calculation, and lost item recovery.</p>
|
||||
<p> The following transactions are affected:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Due date calculation</span> - Check-out and renewal from the staff client; renewal from PAC; check-out and renewal from Polaris ExpressCheck; renewal by telephone (Polaris Phone Attendant). A renewal uses the settings for the governing library of the check-out transaction.</li>
|
||||
<li><span class="FM_BulletHead">Loan and request limits</span> - Check-out and renewal from the staff client, including renewal from the patron account; renewal from PAC; check-out and renewal from Polaris ExpressCheck; renewal by telephone (Polaris Phone Attendant); offline upload. A renewal uses the settings for the governing library of the check-out transaction.</li>
|
||||
<li><span class="FM_BulletHead">Fine calculations</span> - Check-out and renewal from the staff client, including renewal from the patron account; renewal from PAC; check-out and renewal from Polaris ExpressCheck; renewal by telephone (Polaris Phone Attendant); offline upload; check in from the item record; lost item charge options. A renewal uses the settings for the governing library of the check-out transaction.</li>
|
||||
<li><span class="FM_BulletHead">Lost item recovery</span> - Check-in transactions from the Check In workform (Normal and Bulk modes), the Item Record workform, the Find Tool results list, and the Patron Status workform. For offline check in, the settings are checked and the appropriate charges are calculated when the offline transactions are uploaded.</li>
|
||||
</ul>
|
||||
<p>Governing library settings do not affect reserve item records, which always circulate according to the reserve item’s assigned branch, or offline check-out and renewal.</p>
|
||||
<p>See: <a href="Set_the_governing_library_for_circ_transactions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set the governing library for circ transactions</span></a>.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_29189_Set_the_governing"></a>Set the governing library for circ transactions</h1>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The parameters for the governing library are at the System level only.</p>
|
||||
<p><a name="kanchor1208"></a><a name="IX_governing_library_for"></a><a name="kanchor1209"></a><a name="IX_governing_library_setting_3"></a><a name="kanchor1210"></a><a name="IX_governing_library_setting_2"></a><a name="kanchor1211"></a><a name="IX_governing_library_setting_1"></a><a name="kanchor1212"></a><a name="IX_governing_library_setting"></a>To set the governing library for circulation transactions:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Your settings for this parameter apply to all organizations.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the system, and click the <b>Patron Services</b> tab to display the Patron Services parameters in the details view.</li>
|
||||
<li value="2">Double-click <b>Consortium Circulation</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Consortium circulation dialog box appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ConsortCirc.gif" style="margin-bottom: 0.000pt;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 500;height: 156;" id="image0" src="ConsortCirc_500x156.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">In the <span class="FM_BulletHead">Due date calculation</span> box, select one of the following options to specify the governing library for due date calculation:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Use item assigned branch </b>(default)</li>
|
||||
<li><b>Use patron branch</b>
|
||||
</li>
|
||||
<li><b>Use transacting branch</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">The due date calculation selection specifies which branch’s settings in the Loan Periods policy table and the Patron Services parameter <b>End-of-term due date options</b> are used when the due date is calculated at circulation. <span class="FM_Emphasis">Exceptions</span>:</p>
|
||||
<ul type="disc">
|
||||
<li>At circulation, an end-of-term due date setting overrides a special loan period if the governing library is the item’s assigned branch or the patron’s branch. But if the governing library is the transacting branch, the special loan period overrides the end-of-term due date setting.</li>
|
||||
<li>The system always uses the <b>Hours of operation</b> (closed days) parameter settings and Dates Closed policy table of the <span class="FM_Emphasis">transacting branch</span> when calculating the due date.</li>
|
||||
<li>The system checks the governing library’s Loan Periods policy table to determine if an item is an hourly loan. If so, the system then uses the <b>Hours of operation</b> and <b>Overnight loan period</b> parameter settings of the <span class="FM_Emphasis">transacting branch</span>.</li>
|
||||
<li>The Patron Services parameters <b>Overdues: Clear fine if recovered at check-out</b> and <b>Overdues: Clear fine if recovered at renewal</b> are set at the system level, so the same settings for these parameters apply to all organizations in the system.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">In the<span class="FM_BulletHead"> Patron blocks</span> box, select one of the following options to specify the governing library for patron blocks (loan and request limits):</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Use patron branch</b> (default)</li>
|
||||
<li><b>Use transacting branch</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">This selection specifies which branch’s settings in the Patron/Material Type Loan Limit Blocks policy table are used at check-out and renewal. This table also limits the total numbers of hold and ILL requests, and the number of hold requests allowed for specific material types. For these request limits, the “transacting branch” is the pick-up branch for the request.</p>
|
||||
<p class="indent2"><span class="FM_Emphasis">Exceptions</span>:</p>
|
||||
<ul type="disc">
|
||||
<li>This setting affects only the Patron/Material Type Loan Limit Blocks policy table. It does not affect any other types of blocks, such as free-text blocks, library-assigned blocks, collection agency blocks, verify borrower blocks, patron record expiration blocks, or address check blocks.</li>
|
||||
<li>This setting does not affect the block on an item designated as non-circulating.</li>
|
||||
</ul>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">In the <span class="FM_BulletHead">Fine calculation</span> box, select one of the following options to specify the governing library for fine calculation:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li style="font-weight: bold;">Use item assigned branch (default)</li>
|
||||
<li style="font-weight: bold;">Use patron branch</li>
|
||||
<li style="font-weight: bold;">Use transacting branch (usually the check-in branch)</li>
|
||||
<li style="font-weight: bold;">Use lending branch</li>
|
||||
</ul>
|
||||
<p class="indent2">The fine calculation selection specifies which branch’s settings in the following Polaris Administration controls are used when a fine is calculated at circulation: Fines policy table, including grace units; Dates Closed policy table; the Patron Services parameter <b>Days not fineable</b>; the Patron services parameter <b>Lost item charge options</b>.</p>
|
||||
<p class="indent2">Exception: This setting does not affect the Patron Services parameter <b>Free days</b>. The system always uses the <b>Free days</b> setting of the transacting branch.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the<b> Lost item recovery</b> box, select one of the following options to specify the governing library for lost item recovery:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Use transacting branch (default - usually the check-in branch)</li>
|
||||
<li>Use lending branch</li>
|
||||
</ul>
|
||||
<p class="indent2">The lost item recovery selection specifies which branch’s settings in the Patron Services parameter <b>Lost item recovery </b>are used when a lost item is recovered at check-in.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="8">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4><a name="XREF_42453_Related_Topics"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Loan and request limit blocks</span> - See <a href="../PDPblocks/Defining_Loan_and_Request_Limit_Blocks.htm#XREF_15218_Defining_Loan">Defining Loan and Request Limit Blocks</a>.</li>
|
||||
<li><span class="FM_BulletHead">Overdue fines </span>- See <a href="../PDPfines/Overdue_Fines_on_Lost_Items.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>.</li>
|
||||
<li><span class="FM_BulletHead">Lost item charge processing and recovery</span> - See <a href="../PDPfines/Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a> and <a href="../PDPfines/Overdue_Fines_on_Lost_Items.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</li>
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<h1><a name="kanchor4267"></a><a name="IX_adding_a_note_to"></a><a name="XREF_11792_Add_a_hold_note_to"></a>Add a hold note to incoming requests </h1>
|
||||
<p>To add a hold note to incoming requests:</p>
|
||||
<ol>
|
||||
<li style="mc-hyphenate: never;" value="1">In the Administration Explorer tree view, open the Parameters folder at the system, library, or branch level, and select the NCIP tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>NCIP ILL holds: Add staff display note</b>. The NCIP ILL holds: Add staff display note dialog box opens. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="NCIPnote.gif" style="width: 300;height: 114;" src="NCIPnote_300x114.gif" class="imgprint" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Enable</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The default <b>Item was requested through ILL</b> text is displayed in the Staff display note field. You can customize this text by entering up to 255 characters.</p>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When enabled, the note text appears in the hold request Staff Display note that displays when trapping and also prints on the hold slip. If the other notes are added during hold request processing, the ILL note is appended to the existing text.</p>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!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 |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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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|
||||
<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/PDPNCIP.fm" /><title>Delete temporary records when item is checked in</title>
|
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gtag('js', new Date());
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|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Delete_temporary_records_when_item_is_checked_in.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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</div>
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||||
<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_87871_Delete_temporary"></a>Delete temporary records when item is checked in</h1>
|
||||
<p><a name="kanchor1438"></a><a name="IX_controlling_temporary"></a>The interlibrary loan application handles most ILL workflows step-by-step, including checking a requested item back in after circulation, which deletes the temporary records created in Polaris. However, some libraries may prefer checking the item in and then automatically removing the temporary records at that point. If you prefer to use this method, set the <b>Delete temporary records on receive</b> NCIP parameter to <b>Yes</b>; the default setting is <b>No</b>.</p>
|
||||
<p>To delete temporary records when an item is checked in:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the system level, and select the NCIP tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>Delete temporary records on receive</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="deletetemp.gif" src="deletetemp_500x223.gif" class="imgprint" style="width: 500;height: 223;" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Yes</b>. </li>
|
||||
<li value="4">Select <b>File </b>><b> Save</b>, or press <b>Ctrl+S</b> to save the setting.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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>
|
||||
+226
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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 |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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 http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Map NCIP medium types to item material types </title>
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|
||||
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|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Map_NCIP_medium_types_to_item_material_types.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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||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5329"></a><a name="IX_map_medium_types_to_item"></a><a name="XREF_44814_Map_NCIP_medium"></a>Map NCIP medium types to item material types </h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These System Administration permissions are required to modify the NCIP Medium Types policy tables: <b>Access administration: Allow</b>; <b>Access tables: Allow</b>; <b>Modify NCIP Medium Types: Outgoing - Allow; Modify NCIP Medium Types: Incoming - Allow</b>.</p>
|
||||
<p>NCIP supports a limited number of medium types, as shown in the table below. </p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;float: alignleft;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;"><b>NCIP Medium Type ID</b>
|
||||
</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p style="color: #ffffff;"><b>Description</b>
|
||||
</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">1</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Audio tape</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">2</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Blu-Ray</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">3</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Book</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">4</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Book with Audio Tape</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">5</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Book with Compact Disc</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">6</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Book with Diskette</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">7</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Bound Journal</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">8</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">CD-Rom</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">9</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Compact Disc (CD)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">10</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Diskette</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">11</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">DVD</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">12</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Magazine</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">13</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Microform</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 102.000pt;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">14</p>
|
||||
</td>
|
||||
<td style="width: 112.329pt;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">Video Tape</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p>To map NCIP medium types to Polaris item material types for outgoing and incoming requests:</p>
|
||||
<p> </p>
|
||||
<ol>
|
||||
<li style="mc-hyphenate: never;" value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the system, and select <b>NCIP Medium Types: Outgoing</b>. The <b>NCIP Medium Types: Outgoing</b> policy table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To map a Polaris item material type to an NCIP medium type, double-click the material type. The Modify dialog box appears.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select an NCIP Medium Type from the list and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You can assign none, one, or more than one item material type to each NCIP medium type, but an item material type can be assigned to only one NCIP medium type. The default NCIP medium type is Book. If you select <b>None</b> for the Medium Type, the item material type cannot be assigned to that medium type and will not be eligible for ILL requests.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File </b>><b> Save</b> to save your changes.</li>
|
||||
<li value="5"> In the Policy Tables folder for the system, select <b>NCIP Medium Types: Incoming</b>. The <b>NCIP Medium Types: Incoming</b> policy table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">This table maps NCIP Medium types to Polaris item material types for incoming requests, and is used for requests where the Polaris library is the borrower. This table allows the library to create ILL items with different material types.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To map an NCIP medium type to a Polaris item material type, double-click the NCIP medium type. The Modify dialog box appears.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select a Polaris item material type from the list and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The default item material type is ID 01 (typically Book, but your library may assign a different material type to ID 01 in the Material Types policy table; <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm#XREF_13377_Defining_Material">Defining Material Types</a></MadCap:conditionalText>).</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save your changes.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
|
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|
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|
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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>
|
||||
</body>
|
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</html>
|
||||
+80
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Map_NCIP_user_privileges_to_Polaris_patron_codes.htm">Open topic with navigation</a>
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|
||||
<h1>Map NCIP user privileges to Polaris patron codes</h1>
|
||||
<p><a name="kanchor3337"></a><a name="IX_mapping_NCIP_user"></a>To map NCIP user privilege types to Polaris patron codes:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Contact your Polaris Site Manager for advice on completing this table.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <strong>Policy Tables</strong> folder for the system, and select <strong>NCIP User Privilege Types</strong>. The NCIP User Privilege types policy table is displayed in the details view. </li>
|
||||
<li value="2">To modify a mapping, select the Polaris patron code and click the Modify icon above the table. The Modify dialog box opens. </li>
|
||||
<li value="3">Select a public user privilege, an academic user privilege, both, or <strong>None</strong> (no mapping).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>None means that those Polaris patron codes are not mapped to any NCIP user privilege type, and will not be authenticated for ILL requests.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <strong>OK</strong> on the dialog box. The NCIP User Privilege types table appears with the new mapping. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <strong>File > Save</strong> to save your changes.</li>
|
||||
</ol>
|
||||
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|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
|
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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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gtag('js', new Date());
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</head>
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Mapping_NCIP_Data_to_Polaris_Data.htm">Open topic with navigation</a>
|
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</p>
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<div class="nocontent">
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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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|
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|
||||
<h1>Mapping NCIP Data to Polaris Data</h1>
|
||||
<p>Use the following policy tables to map NCIP data to Polaris data:</p>
|
||||
<ul>
|
||||
<li> <a href="Map_NCIP_medium_types_to_item_material_types.htm">NCIP Medium Types: Outgoing and NCIP Medium Types: Incoming</a></li>
|
||||
<li><a href="Map_NCIP_user_privileges_to_Polaris_patron_codes.htm">NCIP User Privilege Types</a>
|
||||
</li>
|
||||
<li><a href="Modify_the_NCIP_fiscal_action_types_mapping.htm">NCIP Fiscal Action Types</a>
|
||||
</li>
|
||||
<li><a href="Modify_the_NCIP_payment_types_mapping.htm">NCIP Payment Types</a> <![CDATA[ ]]></li>
|
||||
<li><a href="Modify_the_SIP_payment_types_mapping.htm">SIP Payment Types </a>
|
||||
</li>
|
||||
</ul>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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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/*]]>*/</script>
|
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|
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|
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</body>
|
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</html>
|
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+95
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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 |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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/PDPNCIP.fm" /><title>Modify the NCIP fiscal action types mapping</title>
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</head>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Modify_the_NCIP_fiscal_action_types_mapping.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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|
||||
<h1><a name="XREF_63157_Modify_the_NCIP"></a>Modify the NCIP fiscal action types mapping</h1>
|
||||
<p>The NCIP Fiscal Action Types policy table is pre-filled with NCIP fiscal action types that cannot be modified. You can select the patron account transaction to map to the NCIP fiscal action type.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The permission <b>Modify NCIP Fiscal Action Types table: Allow</b> is required to modify this table.</p>
|
||||
<p>To modify NCIP fiscal action type mapping:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Policy Tables<span class="FM_SC35299032" style="font-weight: bold;font-size: 9.0pt;"></span> folder at the system level, and select <b>NCIP Fiscal Action Type.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">The following NCIP fiscal action types are listed with their corresponding Polaris patron account transactions:</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>Assess</li>
|
||||
<li>Cancel</li>
|
||||
<li>Forgive</li>
|
||||
<li>Payment</li>
|
||||
<li>Penalty</li>
|
||||
<li>Waive</li>
|
||||
<li>Write Off</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click a fiscal action type. The <b>Modify: NCIP Fiscal Action Types</b> dialog box opens. </li>
|
||||
<li value="3">Select a Polaris patron account transaction type from the drop-down list box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Only one Polaris patron account transaction type may be selected for each NCIP fiscal action type, but a Polaris payment method can be assigned to more than one NCIP fiscal action type. The payment type value can be blank.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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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</p>
|
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|
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|
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</body>
|
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</html>
|
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+98
@@ -0,0 +1,98 @@
|
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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 |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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/PDPNCIP/Modify_the_NCIP_payment_types_mapping.htm">Open topic with navigation</a>
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<div class="nocontent">
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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_53687_Modify_the_NCIP"></a>Modify the NCIP payment types mapping</h1>
|
||||
<p>This table is pre-filled with NCIP payment types that cannot be modified. You can select the Polaris payment method to map to the NCIP payment type. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The permission <b>Modify NCIP Payment Types table: Allow</b> is required to modify this table. </p>
|
||||
<p>To modify NCIP payment type mapping:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Policy Tables folder at the system level, and select <b>NCIP Payment Types</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The following NCIP payment types are listed with their corresponding Polaris patron account transactions<b>:</b></p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>Bank Draft</li>
|
||||
<li>Cash</li>
|
||||
<li>Check</li>
|
||||
<li>Credit Card</li>
|
||||
<li>Debit Card</li>
|
||||
<li>Deposit Account</li>
|
||||
<li>Direct Debit</li>
|
||||
<li>Funds Transfer</li>
|
||||
<li>Money Order</li>
|
||||
<li>Traveler’s Check</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click a payment type. The Modify: NCIP Payment Types dialog box opens. </li>
|
||||
<li value="3">Select a Polaris payment method from the drop-down list box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Only one Polaris payment method may be selected for each NCIP Payment Type, but a Polaris payment method can be assigned to more than one NCIP Payment Type. The Polaris payment type value can be blank.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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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+103
@@ -0,0 +1,103 @@
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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 |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" 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/PDPNCIP.fm" /><title>Modify the SIP payment types mapping</title>
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Modify_the_SIP_payment_types_mapping.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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|
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<div role="main" id="mc-main-content">
|
||||
<h1>Modify the SIP payment types mapping</h1>
|
||||
<p>This table is pre-filled with SIP payment types that cannot be modified. You can select the Polaris payment method to map to the SIP payment type. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The permission <b>Modify SIP Payment Types table: Allow</b> is required to modify this table. </p>
|
||||
<p>To modify SIP payment type mapping:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Policy Tables folder at the system level, and select <b>SIP Payment Types</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The following SIP payment types are listed with their corresponding Polaris payment methods:</p>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li>AAM Allocation Account Payment Code</li>
|
||||
<li>Blackboard Account Payment Code</li>
|
||||
<li>Cash</li>
|
||||
<li>Check</li>
|
||||
<li>Coupons</li>
|
||||
<li>Credit Account Payment Code</li>
|
||||
<li>Credit Card</li>
|
||||
<li>Debit Card</li>
|
||||
<li>Deposit Account Payment Code</li>
|
||||
<li>Direct Debit</li>
|
||||
<li>Gift cards/certificates</li>
|
||||
<li>Other</li>
|
||||
<li>Patron Account</li>
|
||||
<li>Stored Value Card</li>
|
||||
<li>Waive</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click the payment type. The <b>Modify: SIP Payment Types </b>dialog box opens. </li>
|
||||
<li value="3">Select a Polaris payment method from the drop-down list box.</li>
|
||||
</ol>
|
||||
<p class="indent2">Only one Polaris payment method may be selected for each SIP payment type, but a Polaris payment method can be assigned to more than one SIP payment type. The payment method value can be blank.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b>.</li>
|
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</ol>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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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<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 " 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/PDPNCIP.fm" /><title>NCIP Administration</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/NCIP_Administration.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_13293_Defining_Hold_and"></a>NCIP Administration</h1>
|
||||
<p><a name="kanchor118"></a><a name="IX_NCIP_privilege_type"></a><a name="kanchor119"></a><a name="IX_mapping_user_privilege"></a><a name="kanchor120"></a><a name="IX_administration_settings_2"></a><a name="kanchor121"></a><a name="IX_defined_8"></a>NCIP (NISO Circulation Interchange Protocol) is a standard suite of messages designed to allow disparate systems, such as the Polaris ILS and regional resource sharing solutions or ILL applications, to exchange data in support of lending and circulating material among members of the two systems. NCIP is also used for patron authentication alone by some third party applications.</p>
|
||||
<p>To set up NCIP processing with Polaris, you use policy tables to map NCIP data to Polaris data and NCIP parameters to configure NCIP processing for your library. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Mapping_NCIP_Data_to_Polaris_Data.htm">Mapping NCIP Data to Polaris Data</a>
|
||||
</li>
|
||||
<li><a href="Setting_NCIP_Parameters.htm">Setting NCIP Parameters</a>
|
||||
</li>
|
||||
</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Prevent_creation_of_holds_in_response_to_ILL_message.htm">Open topic with navigation</a>
|
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<h1><a name="XREF_21788_Prevent_creation"></a>Prevent creation of holds in response to ILL message </h1>
|
||||
<p>In NCIP processing, the hold request is created in response to the ItemRequested message used by ILL. This is early in the ILL process, and the hold request cannot be canceled or modified in Polaris. Some library systems may prefer to prevent the immediate creation of the hold request. </p>
|
||||
<p>To prevent an automatic hold request to be placed in response to the ItemRequested message:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the System level only, and select the Request tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>NCIP: Use unlocked hold request</b>,and select <b>No</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
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<img src="../../../Resources/Images/PACChiliMoreOptions_500x184.png" style="width: 500;height: 184;" class="imgprint" alt="" />
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<ol data-mc-continue="true">
|
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<li value="3">Select <b>File </b>><b> Save</b> or press <b>Ctrl+S</b> to save the setting.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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+88
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPNCIP/Select_an_institutional_patron.htm">Open topic with navigation</a>
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<h1><a name="kanchor4371"></a><a name="IX_defining_an"></a><b><a name="XREF_14236_Select_an"></a></b>Select an institutional patron</h1>
|
||||
<p>When lending items through interlibrary loan, NCIP uses a default “institutional patron” as the borrower. Only one institutional patron is used for all ILL lending. When the request is filled in the other system, the Polaris item will be checked out automatically to this NCIP patron. </p>
|
||||
<p>To select an institutional patron in Polaris:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the system level and select the NCIP tabbed page in the details view.</li>
|
||||
<li value="2">Double-click ILL institutional patron.
|
||||
The ILL institutional patron dialog box opens. If a patron record has already been defined as the "institutional patron," the patron's name, branch, and barcode appear in the dialog box. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="NCIPILLpatr.gif" style="width: 300;height: 145;" src="NCIPILLpatr_300x145.gif" class="imgprint" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click the <b>Find Patron</b> button. The Find Tool opens.</li>
|
||||
<li value="4">Search for and select the patron record.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="FTpatron_400x191.gif" class="imgprint" style="width: 400;height: 191;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK.</b></li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1>Set up centralized or decentralized NCIP processing</h1>
|
||||
<p>The default setting for the NCIP Processing option is Decentralized processing, but you can change it to Central processing. Use the Central processing setting if ILL items are received at the central location and then sent to the requesting library or branch, and returned items are sent to the central location to be returned to the lender. The central location may be a branch or it may be a workstation within a library.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If your library or consortium uses a mixture of centralized and decentralized ILL processing, where items are received at a central location but each branch returns items directly to the lender, the Central Processing option is recommended.</p>
|
||||
<p>To set up central or decentralized NCIP processing:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the system level and select the NCIP tabbed page in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="NCIPtab_500x230.gif" class="imgprint" style="width: 500;height: 230;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click <b>NCIP processing</b>. The NCIP processing dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="ncipprocessing_400x163.gif" class="imgprint" style="width: 400;height: 163;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"> Select one of the following options:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li><b>Central processing</b> - When this option is selected, the ILL processing branch drop-down list displays all branches in the system. Select a branch from the ILL processing branch field.</li>
|
||||
<li><b>Decentralized processing</b> - When this option is selected, the Default requesting branch drop-down list displays all branches in the system. Select a branch from the list. This branch will be substituted in cases where NCIP messaging does not include a recognizable Polaris branch to use as the pickup branch.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4"> Click <b>OK</b>.</li>
|
||||
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|
||||
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|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
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<h1><a name="XREF_30258_Setting_NCIP"></a>Setting NCIP Parameters</h1>
|
||||
<p><a name="kanchor5953"></a><a name="IX_setting_parameters_2"></a>The NCIP parameters are located on a separate tab in Polaris Administration. Another parameter that affects NCIP is on the Request tab at the System level only.</p>
|
||||
<p>The<b> NCIP ILL holds: Add staff display note</b> is the only NCIP parameter that is available at the Library and Branch levels in Polaris Administration; all other settings are at the System level.</p>
|
||||
<p>Use these parameters to do the following:</p>
|
||||
<ul type="disc">
|
||||
<li style="mc-hyphenate: never;">Specify whether NCIP processing will be done centrally at a single location or decentralized at each participating branch location. The default is set to <b>Decentralized processing</b>. See <a href="Set up centralized or decentralized NCIP processing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up centralized or decentralized NCIP processing</span></a>.</li>
|
||||
<li>Define an “institutional patron” to be used as the borrower for interlibrary loans. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> See <a href="Select_an_institutional_patron.htm">Select an institutional patron</a>.</MadCap:conditionalText></li>
|
||||
<li>Specify the NCIP user privilege type: Public or Academic. See <a href="Specify_the_NCIP_user_privilege_type.htm">Specify the NCIP user privilege type</a>.</li>
|
||||
<li>Control automatic deletion of temporary records. See <a href="Delete_temporary_records_when_item_is_checked_in.htm">Delete temporary records when item is checked in</a>.</li>
|
||||
<li>Add staff display note. This parameter can be set at the library or branch level in Polaris Administration; all other options on this tab can be set at the system level only. See <a href="Add_a_hold_note_to_incoming_requests.htm">Add a hold note to incoming requests</a>.</li>
|
||||
<li>Prevent the automatic creation of hold requests in response to the ItemRequested message used by ILL. Use the <b>NCIP: Use unlocked hold request</b> parameter on the <b>Parameters > Request </b>tab. See <a href="Prevent_creation_of_holds_in_response_to_ILL_message.htm">Prevent creation of holds in response to ILL message</a>.</li>
|
||||
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|
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|
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<h1><a name="XREF_80873_Specify_the_NCIP"></a>Specify the NCIP user privilege type</h1>
|
||||
<p><a name="kanchor4319"></a><a name="IX_selecting_the_NCIP_user"></a>To select an academic or public library in Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The default is Public.<br /></p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder at the system level, and select the NCIP tabbed page in the details view.</li>
|
||||
<li value="2">Double-click <b>NCIP User Privilege type</b>.
|
||||
</li>
|
||||
</ol>
|
||||
<p class="indent2">The drop-down list is available.</p>
|
||||
<p class="indent2">
|
||||
<img alt="userpriv.gif" style="width: 500;height: 223;" src="userpriv_500x223.gif" class="imgprint" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Academic</b> or <b>Public</b> in the drop-down list box.</li>
|
||||
<li value="4">Select <b>File </b>><b> Save</b> or press <b>Ctrl+S</b> to save the setting.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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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|
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|
||||
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|
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|
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</html>
|
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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 |Patron Services Administration Reference" 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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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title> Patron Services Profiles Reference</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPProfRef/Patron_Services_Profiles_Reference.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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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_93865_Patron_Services"></a> Patron Services Profiles Reference</h1>
|
||||
<p><a name="kanchor5682"></a><a name="IX_reference_list_15"></a><a name="kanchor5683"></a><a name="IX_Patron_Services_2"></a>These profiles are available on the <b>Profiles</b> > <b>Patron Services</b> tabbed page on the Administration Explorer, at the listed organizational levels.</p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<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 class="TableBody">Profile</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Org Level</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Description</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Default Setting</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Audio feedback for barcode scan</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Workstation</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies if a workstation produces a sound to signal a successful barcode scan. Most barcode readers are programmed to beep for a correct scan. If your reader does not produce a sound, you can enable a sound with this setting. The sound comes from the default computer speaker or external speakers, depending on the setting of the Circulation Option dialog box (<b>Circulation, Options</b> on Polaris Shortcut Bar). If you select <b>Use Windows Sounds </b>, the sound is specified by the <b>Default Sound</b> setting on the Sounds dialog box (displayed from the Windows Control Panel).<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> See <a href="../../Patron_Services/PPworkstn/Setting_Circulation_Audio_Signals.htm">Set up audio circulation signals</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"><b>No</b>
|
||||
</p>
|
||||
<p class="TableBody"> If you set this profile to <b>Yes</b>, you must restart the Polaris staff client on the workstation before it takes effect.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">BNC FTP: Set mode to Active</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether you use Active or Passive FTP to send files to BookNet Canada (BNC). <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For details, see <a href="../../../WhatsNew6_4/BNC_NewData.htm">BNC Reporting Now Includes New Data.</a></MadCap:conditionalText></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><b>Yes</b>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Contribute to BNC </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Determines whether your library system’s branch and circulation statistics are compiled and sent through FTP to BNC. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For details, see <a href="../../../WhatsNew6_4/BNC_NewData.htm">BNC Reporting Now Includes New Data.</a></MadCap:conditionalText></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"><b>No</b>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Contribute to LJ Books Most Borrowed</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Determines whether your library system’s circulation and hold request statistics are compiled for inclusion in <span class="FM_Emphasis">Library Journal’s</span> Books Most Borrowed feature. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For details, see <a href="../../Administration/PDlogging/Sending_Circulation_Statistics_to_Library_Journal.htm">Sending Circulation Statistics to Library Journal</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"><b>Yes</b> - Via Web Service</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Default directory</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch, Workstation</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" style="font-weight: normal;">
|
||||
<p class="TableBody">Displays the Default Directory Setup dialog box, which specifies the folder used as the default path for patron services reports. The folder can be a shared folder on the network or a folder on the staff computer. Each workstation may have a different default directory for patron services functions.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> <b>C:\ProgramData\Polaris\[version]\</b></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody"><a name="kanchor5684"></a>Display photo ID</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch, Workstation</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Determines whether the Patron Registration workform - Photo ID view is available and whether the patron’s ID photo is displayed in the Check Out workform. This feature is available by separate license. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Up_Patron_Photos.htm">Setting Up Patron Photos</a>.</MadCap:conditionalText></p>
|
||||
<p class="TableBody">Applies to Leap. If this profile is set to Yes, and the patron's record includes a photograph, it appears in the Patron Registration workform and workform tracker in Leap. If the profile is set to No, a generic patron icon appears.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"> <b>Yes</b></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Due Date modification: Reason required</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch, Staff</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether a reason is required when a staff member resets an item's due date in Polaris Leap. If set to Yes, the staff member must select a reason from a drop-down list when resetting the due date in Leap. The Reasons drop-down list is populated with the entries in the User Defined Due Date Modification Reasons policy table.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p><b>No</b>
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">FTP password for the BNC account</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the password to sign in to BNC.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">FTP URI for BNC</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the URI of the FTP server responsible for sending data files to BNC.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">FTP user name for the BNC account</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Defines the username to sign in to BNC.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> </td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Override patron services blocks</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Staff</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies whether the staff member can override permission blocks in patron services and circulation.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"><b>No</b> - The staff member is not allowed to override permission blocks on restricted patron services and circulation functions.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron can enable/disable reading history</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies if the patron can stop or start a reading history from the PAC patron account.</p>
|
||||
<p class="TableBody"><span class="FM_BulletHead">Requirements</span>: If you will allow patrons to start and stop reading histories, you must set up reading history parameters. Also, Outreach Services patrons cannot stop their reading histories. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Reading_History_Options.htm">Setting Reading History Options</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody"><b>No</b> - Patrons cannot enable or disable their reading histories.</p>
|
||||
<p class="TableBody">If set to <b>Yes</b>, the option is available in the Contact Information and Preferences section of the PAC patron account.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron custom data: Definition</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Defines patron custom data fields at the library system level. See the Patron Services Administration PDF Guide, Setting Up Patron Custom Data Fields. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm">Setting Up Patron Custom Data Fields</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron custom data: Filter</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Once the patron custom data fields are defined at the system level, they can be filtered at the branch or library level using the <b>Patron custom data: Filter</b> profile.<p class="TableBody"><![CDATA[ ]]> <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm">Setting Up Patron Custom Data Fields</a>.</MadCap:conditionalText></p></td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron initiated circulation: Blocking conditions</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Sets the conditions that block renewals from PAC, by telephone, and from SIP self-check units, and eContent circulation from PAC. You can set blocks related to patron records and blocks related to item records. Patrons are blocked according to the settings for the patron’s registered branch. Items are blocked according to the settings for the item’s assigned branch. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPblocks/Set_blocks_on_patron-initiated_circulation_and_ebook_circulation.htm">Set blocks on patron-initiated circulation and ebook circulation</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron initiated circulation: Transacting branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1" />
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Specifies the loaning branch for eContent circulations from the PAC.</p>
|
||||
<p class="TableBody">
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../EContent Integration/EContentPAC/Set_the_loaning_branch_for_eContent_circulations.htm">Set the Loaning Branch for eContent Circulations</a>.</MadCap:conditionalText>
|
||||
</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Patron registration user defined fields</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System, Library, Branch</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Defines the labels for free-text and drop-menu user-defined fields (UDFs) in patron records, and the possible options from drop-menu UDFs. (The labels are set up at implementation.) Individual branches can specify which drop-menu UDF options to display, determine the order of display, and designate a default <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPpatacct/Setting_Up_User-Defined_Fields.htm">Setting Up User-Defined Fields</a>. </MadCap:conditionalText><br />For information about setting default values for UDFs in the staff client, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../PDPpatacct/Setting_Patron_Registration_Required_Fields_and_Defaults.htm">Setting Patron Registration Required Fields and Defaults</a></MadCap:conditionalText> and <a href="../PDPpatacct/Setting_Express_Registration_Defaults_and_Requirements.htm" data-mc-conditions="Primary.Hidden,Primary.Online">Setting Express Registration Defaults and Requirements</a>. For information about setting default values for UDFs for PAC online registration, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Public_Access_Admin/PDOPatAcc/Set_up_online_patron_self-registration.htm">Set up online patron self-registration</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" />
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Retain deleted record sets </td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Specifies whether patron record sets are retained in the database when they are marked for deletion. </td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">The default is <b>No</b>; to enable, select <b>Yes</b>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Waiver approval threshold</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Staff </td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Specifies the maximum dollar amount in fees the staff member can waive for patrons.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">The default is <b>$0.00</b></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></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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</html>
|
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+166
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|
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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 |Patron Services Administration Reference" 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 http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Request Parameters Reference</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPRequestParams/Request_Parameters_Reference.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_78649_Request_Parameters"></a>Request Parameters Reference</h1>
|
||||
<p><a name="kanchor5020"></a><a name="IX_reference_list_17"></a><a name="kanchor5021"></a><a name="IX_Request_reference_list"></a>These parameters are available on the <b>Parameters</b>, <b>Request</b> tabbed page on the Administration Explorer, at the listed organizational levels.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If your library has a license for INN-Reach integration with Polaris, three additional parameters are available for managing INN-Reach. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../INN-Reach Integration/INNOverview/INN-ReachParams.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set INN-Reach Request Parameters in Polaris Administration</span></a>.</MadCap:conditionalText></p>
|
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<table class="TableStyle-BlueHeader" cellspacing="1" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;">
|
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<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Parameter</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Org Level</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Description </p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Borrow by mail</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Designate processing centers at the System level. Other settings are available at the System, Library, and Branch levels.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">These settings control Polaris Borrow by Mail, a licensed feature. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPBorrowBMsa/Set_up_Borrow_by_Mail_circulation.htm">Define Borrow by Mail parameters</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Holds options</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">Some options can be set at the System level only.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">These settings control holds processing in Polaris. See <a href="../PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm">Holds Processing Overview</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Holds: Enable asynchronous <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">RTF<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Requests-To-Fill or RTF processing
|
||||
sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it.</span></a> threshold</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>This is beta functionality. This setting determines if Polaris performs real-time RTF processing on titles with a high-volume of hold requests. Continue on the default setting of No if your library wants all hold requests to use real-time RTF processing. </p>
|
||||
<p>If your library is having performance issues with titles that have a high volume of holds, then setting this option to Yes moves the RTF processing on high-volume holds to a background job.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">ILL options</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">You can set most ILL options at the System, Library, or Branch level. </p>
|
||||
<p class="TableBody">Applies to Leap.</p>
|
||||
<p class="TableBody">If either or both of the <b>Enable</b> checkboxes are checked (PAC requests or Staff requests), the ILL option appears in the More menu in Leap. If both Enable checkboxes are not checked, the ILL option does not appear in the menu.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">These settings control ILL processing in Polaris. See <a href="../PDPrequests/Setting_Up_ILL_Requests.htm#XREF_76341_Defining_ILL">Setting Up ILL Requests</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">ILL: Computer designated for sending OCLC/ILL direct requests</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">The Polaris Application Server handles ILL direct requests to OCLC. Your existing application server is the default entry. If your application server name changes, enter the new Polaris Application Server name in this parameter. See <a href="../PDPrequests/Setting_Up_ILL_Requests.htm#XREF_76341_Defining_ILL">Setting Up ILL Requests</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">NCIP: Use unlocked hold requests</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="TableBody">System</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="TableBody">In NCIP processing, the hold request is created in response to the ItemRequested message used by ILL. This is early in the ILL process, and the hold request cannot be canceled or modified in Polaris. Some library systems may prefer to prevent the immediate creation of the hold request. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../PDPNCIP/Prevent_creation_of_holds_in_response_to_ILL_message.htm">Prevent creation of holds in response to ILL message</a>.</MadCap:conditionalText></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Web App: Enable combined picklist view</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, and Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">This setting determines if Leap displays all holds in one combined list or keeps them in 3 separate lists. See "Picklist Workform" in the Leap help.</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Web App: Use patron's preferred branch for multiple holds from record set</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">System, Library, and Branch</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">This setting determines if the Patron's Preferred Location option appears in the Pickup list when you request a single title for multiple patrons in Leap. See "Request the Same Title for Multiple Patrons" in the Leap help.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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<div>
|
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<p align="center">
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+84
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPabout/Patron_Services_Administration_Reference.htm">Open topic with navigation</a>
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<h1>Patron Services Administration Reference</h1>
|
||||
<p>The following tables include the permissions required to do specific Patron Services tasks, reference lists for Circulation permissions, and Patron Services parameters and profiles. </p>
|
||||
<ul>
|
||||
<li><a href="../PDPPermsRef/Circulation_and_Patron_Services_Workflow_Permissions.htm">Circulation and Patron Services Workflow Permissions</a>
|
||||
</li>
|
||||
<li><a href="../PDPPermsRef/Circulation_Permissions_List.htm">Circulation Permissions Reference</a>
|
||||
</li>
|
||||
<li><a href="../PDPProfRef/Patron_Services_Profiles_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor"> Patron Services Profiles Reference</span></a>
|
||||
</li>
|
||||
<li><a href="../PDPParamsRef/Patron_Services_Parameters_Reference.htm">Patron Services Parameters Reference</a>
|
||||
</li>
|
||||
<li><a href="../PDPnoticeParams/Notification_Parameters_Reference.htm">Notification Parameters Reference</a>
|
||||
</li>
|
||||
<li><a href="../PDPRequestParams/Request_Parameters_Reference.htm">Request Parameters Reference</a>
|
||||
</li>
|
||||
<li><a href="../PDPCreditParams/Credit_Card_Payment_Parameters_Reference.htm">Credit Card Payment Parameters Reference</a>
|
||||
</li>
|
||||
<li><a href="../PDPselfcheckParams/Self-Check_Parameters_Reference.htm">Self-Check Parameters Reference</a>
|
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</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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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_73020_Patron_Services"></a>Patron Services Administration Overview</h1>
|
||||
<p>Polaris Administration settings control how Polaris data is categorized, used, and stored, and what functions are available to staff and patrons. You can make most administration settings by two methods: through the Administration Explorer, and through the appropriate workform for a specific record. Patron services administration includes specific settings for patron services and circulation functions. Many Patron Services Administration settings apply to both the Polaris staff client and Polaris Leap.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />For information on the Patron Services Administration settings that affect Leap, see <a href="../../AdminLeap/AdminLeap.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris Leap Administration</span></a>.<span style="font-size: 11.0pt;"><a name="CSH_120"></a></span></p>
|
||||
<p>For more information on the features and functions for managing Polaris Patron Services, see the following topics:</p>
|
||||
<p><a href="../PDPstart/Setting_Circulation_Permissions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Circulation Permissions</span></a>
|
||||
</p>
|
||||
<p class="indent2">Granting permissions for staff based on their library tasks.</p>
|
||||
<p><a href="../PDPstart/Setting_Patron_Services_Parameters_and_Profiles.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Patron Services Parameters and Profiles</span></a>
|
||||
</p>
|
||||
<p class="indent2">Overview of patron services parameters and profiles and how to set them.</p>
|
||||
<p><a href="../PDPpatacct/Defining_Patron_Account_Features.htm">Defining Patron Account Features</a> </p>
|
||||
<p class="indent">Setting up patron codes, user-defined fields, and patron custom data fields for patron records; NCIP mapping; setting defaults for patron registration and <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>; charging for patron registration; setting up patron messages; setting up patron photo identification and importing photos; options for duplicate detection, reading histories, deleting patron records; setting patron accounting functions; purging patron identification information from transaction logs.</p>
|
||||
<p><a href="../PDPCreditCard/Setting_Up_E-Commerce.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up E-Commerce - Overview and Requirements</span></a>
|
||||
</p>
|
||||
<p class="indent">Setting up credit card processing.</p>
|
||||
<p><a href="../PDPcircforms/Setting_Up_Circulation_Workforms.htm#XREF_62551_Setting_Up">Setting Up Circulation Workforms</a> </p>
|
||||
<p class="indent">Specifying the data fields for the check-out and check-in workforms.</p>
|
||||
<p><a href="../PDPreceipts/Setting_Up_Circulation_Receipts.htm">Setting Up Circulation Receipts</a>
|
||||
</p>
|
||||
<p class="indent">Setting up printed check-out and check-in receipts, Items Out receipts, fine receipts, hold slips/hold call slips, and in-transit slips; setting receipt printer control codes; Epson® ReStick™ printers; setting up eReceipts (e-mail and text message receipts).</p>
|
||||
<p><a href="../PDPitems/Item_Record_Circulation_Settings.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Item Record Circulation Settings</span></a>
|
||||
</p>
|
||||
<p class="indent">Defining the item record settings (material types and circulation statuses) that affect circulation; mapping item material types to NCIP medium types; setting a “shelving” status for display purposes; displaying an item’s last borrower.</p>
|
||||
<p><a href="../PDPPermsRef/Circulation_Permissions_List.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Circulation Permissions Reference</span></a>
|
||||
</p>
|
||||
<p class="indent">Specifying which library’s settings should control due date calculation, loan and request limits, and fine calculation.</p>
|
||||
<p><a href="../PDPloans/Defining_Loan_Periods.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Loan Periods</span></a>
|
||||
</p>
|
||||
<p class="indent">Settings for calculating due dates, loan period codes, loan periods, end-of-term due dates.</p>
|
||||
<p><a href="../PDPfines/Defining_Fines_and_Fees.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Fines and Fees </span></a>
|
||||
</p>
|
||||
<p class="indent">Fines and fees, including fine codes, fine amounts, fee descriptions, and replacement fees; setting default account actions for lost-and-recovered items; charging for checkout and renewal.</p>
|
||||
<p><a href="../../Public_Access_Admin/PDOpower/Set_up_Polaris_PowerPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up basic operating features for Polaris PowerPAC</span></a>
|
||||
</p>
|
||||
<p class="indent">Setting up automated collection agency reporting; processing collection agency reports.</p>
|
||||
<p><a href="../PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Hold and ILL Loan Request Processing</span></a>
|
||||
</p>
|
||||
<p class="indent">Setting up hold requests routing; setting up holds and interlibrary loan processing; restricting holds on specific items.</p>
|
||||
<p><a href="../../INN-Reach Integration/INNOverview/PolarisINNOverview.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Implementing and Using INN-Reach Integration</span></a>
|
||||
</p>
|
||||
<p class="indent">Overview and steps for implementing INN-Reach direct consortial borrowing with Polaris.</p>
|
||||
<p><a href="../PDPblocks/Defining_Circ_and_Request_Limit_Blocks.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Circ and Request Limit Blocks</span></a>
|
||||
</p>
|
||||
<p class="indent">Item and patron blocks; loan and request limit blocks; blocking for estimated accrued fines; material type group limits; blocks on patron-initiated renewals and ebook circulation; associated patron blocking.</p>
|
||||
<p><a href="../PDPfloating/Setting_Up_Floating_Collections.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Floating Collections</span></a>
|
||||
</p>
|
||||
<p class="indent">Floating collections overview; designating floating collections; setting home and receiving branch policies; setting branch parameters; setup examples; reports.</p>
|
||||
<p><a href="../PDPoffline/Managing_Offline_Circulation.htm#XREF_40125_Getting_Started_in">Managing Offline Circulation</a> </p>
|
||||
<p class="indent">Setting up Polaris to work offline; using Polaris offline; uploading offline transactions (Bookmobile).</p>
|
||||
<p><a href="../PDPstats/Setting_Statistical_Codes_for_Reports.htm#XREF_22362_Administering">Setting Statistical Codes for Reports</a> </p>
|
||||
<p class="indent">Defining patron and item statistical codes for reporting purposes.</p>
|
||||
<p><a href="../PDPnotices/Managing_Notification.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing Notification</span></a>
|
||||
</p>
|
||||
<p class="indent">Setting up overdue, billing, hold request, fine, combined, and routing notices (print, e-mail, text message, and phone notification); reminders and special announcements; generating print, e-mail, and text message notices.</p>
|
||||
<p><a href="../PDPselfcheck/Setting_Up_SIP_Self-Check_Circulation.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up SIP Self-Check Circulation</span></a>
|
||||
</p>
|
||||
<p class="indent">Settings for SIP self-check systems.</p>
|
||||
<p><a href="../PDPcourse/Setting_Up_Course_Reserves.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Course Reserves</span></a>
|
||||
</p>
|
||||
<p class="indent">Overview and set-up information for media dispenser circulation in the staff client and Polaris ExpressCheck.</p>
|
||||
<p><a href="../PDPcourse/Setting_Up_Course_Reserves.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Course Reserves</span></a>
|
||||
</p>
|
||||
<p class="indent">Enabling and configuring Borrow by Mail request processing.</p>
|
||||
<p><a href="../PDPoutreachSA/Setting_Up_Outreach_Services.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Outreach Services</span></a>
|
||||
</p>
|
||||
<p class="indent">Configuring Outreach Services: setting up delivery modes and routes; disability and equipment options; selection list filters; list view column heads; reader ratings scale and packing list.</p>
|
||||
<p><a href="../PDPcourse/Setting_Up_Course_Reserves.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Course Reserves</span></a>
|
||||
</p>
|
||||
<p class="indent">Setting up course reserve functions to manage reserving and circulating items for academic courses.</p>
|
||||
<p><a href="../PDPreceipts/Setting_Up_eReceipts.htm">Circulation Permissions List</a>
|
||||
</p>
|
||||
<p class="indent">Reference list of circulation permissions as they appear in the Polaris Administration Explorer, Security view.</p>
|
||||
<p><a href="../PDPselfcheck/Set_SIP_self-check_parameters.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set SIP self-check parameters</span></a>
|
||||
</p>
|
||||
<p class="indent">Reference list of Patron Services parameters as they appear in the Polaris Administration Explorer - Parameters, Patron Services tabbed page.</p>
|
||||
<p><a href="../PDPProfRef/Patron_Services_Profiles_Reference.htm#XREF_93865_Patron_Services">Patron Services Profiles Reference</a> </p>
|
||||
<p class="indent">Patron Services profiles available at organization levels and reference list of Patron Services profiles as they appear in the Polaris Administration Explorer - Profiles, Patron Services tabbed page.</p>
|
||||
<p><a href="../PDPselfcheck/Set_SIP_self-check_parameters.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set SIP self-check parameters</span></a>
|
||||
</p>
|
||||
<p class="indent">Reference list of Notification parameters as they appear in the Polaris Administration Explorer - Parameters, Notification tabbed page.</p>
|
||||
<p><a href="../PDPRequestParams/Request_Parameters_Reference.htm#XREF_78649_Request_Parameters">Request Parameters Reference</a> </p>
|
||||
<p class="indent">Reference list of Request parameters as they appear in the Polaris Administration Explorer - Parameters, Request tabbed page.</p>
|
||||
<p><a href="../PDPselfcheckParams/Self-Check_Parameters_Reference.htm#XREF_49428_Self_Check">Self-Check Parameters Reference</a> </p>
|
||||
<p class="indent">Reference list of SelfCheck Unit parameters as they appear in the Polaris Administration Explorer - Parameters, SelfCheck Unit tabbed page.</p>
|
||||
<p><a href="../PDPCreditParams/Credit_Card_Payment_Parameters_Reference.htm#XREF_67185_Patron_Services">Credit Card Payment Parameters Reference</a> </p>
|
||||
<p class="indent">Reference list of Credit Card Payment parameters as they appear in the Polaris Administration Explorer - Parameters, Credit Card Payment tabbed page.</p>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
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<h1><a name="XREF_35804_Add_a_item_block"></a>Add an item block description</h1>
|
||||
<p><a name="kanchor343"></a><a name="IX_items_defining"></a><a name="kanchor344"></a><a name="IX_adding_entries_15"></a>To add an item block description in the Item Block Descriptions database table:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Database Tables</b> folder for the organization, and select <b>Item Block Descriptions</b>. The Item Block Descriptions table is displayed in the details view.</li>
|
||||
<li value="2">Click <img alt="btnInsert.gif" style="width: 28;height: 18;" src="btnInsert_28x18.gif" class="imginline" /> to display the Insert Item Block Descriptions dialog box.</li>
|
||||
<li value="3">Select the branch that needs the item block description in the <b>Organization</b> list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the Item Block Descriptions table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the text describing the item block in the <b>Description</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the assigned branch is changed for an item with a library-defined block, the system checks whether there is matching block description text for the former and newly assigned branch. If so, the block is retained. If there is no match, the block is set to <b>None</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK</b> on the dialog box. The Item Block Descriptions dialog box closes and the new entry is displayed in the policy table. The status bar indicates that the modification is pending.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save your changes. The status bar indicates that the record is saved.</li>
|
||||
</ol>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor345"></a><a name="IX_display_order"></a><a name="kanchor346"></a><a name="IX_display_order_item_blocks"></a><span class="FM_BulletHead">Order the block display </span>- Select table entries and click <img alt="btnUpArrow.gif" style="margin-bottom: -4.000pt;width: 27;height: 26;" id="image4" src="btnUpArrow_27x26.gif" /> or <img alt="btnDownArrow.gif" style="margin-bottom: -4.000pt;width: 27;height: 27;" id="image5" src="btnDownArrow_27x27.gif" />. The order of blocks in the table determines their display order when a block is added to an item record and when blocks are displayed at check-out.</li>
|
||||
<li><a name="kanchor347"></a><a name="IX_modifying_entries_18"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry, click <img alt="ModIcon.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image6" src="ModIcon_28x27.gif" />, and change the description. Any changes are immediately applied to every item record that used the original block. If you need to assign the entry to another organization, delete the incorrect entry and add a new item block description for the desired organization. </li>
|
||||
<li><a name="kanchor348"></a><a name="IX_deleting_entries_14"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image7" src="btnDelete_28x27.gif" /></span>. However, you cannot delete a block description if the block is currently assigned to an item.</li>
|
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</ul>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1><a name="XREF_88396_Add_a_patron_block"></a>Add, select, and order patron block descriptions</h1>
|
||||
<p><a name="kanchor4677"></a><a name="IX_displaying_library"></a><a name="kanchor4678"></a><a name="IX_patron_defining_1"></a><a name="kanchor4679"></a><a name="IX_adding_and_re_ordering"></a>To add a patron block to the Patron Block Descriptions table, then select blocks for branch use, determine their display order, and designate whether they trigger display text in the PAC patron account:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Patron Block Descriptions</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you open the table at the system or library level, you can add new blocks. If you open the table at the branch level, the table includes controls for selecting and ordering blocks, and specifying which ones should display a message in the PAC patron account.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2"><b>(System or library level only)</b> To add a new block, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <img alt="btnInsert00502.gif" style="width: 28;height: 18;" src="btnInsert00502_28x18.gif" class="imginline" /> to display the Insert Patron Block Descriptions dialog box.</li>
|
||||
<li value="2">Type text describing the patron block in the <b>Description</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>The description can be up to 80 characters long. For best display results, limit your description to fewer than 40 characters.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Insert Patron Block Descriptions dialog box closes, and the new patron block entry is displayed in the table. The new block is displayed in the table for all organizations. Each branch can decide whether to use the block (set to <b>Yes</b> by default), and determine the order of blocks in lists in staff client dialog boxes and user controls.</p>
|
||||
<ol start="3">
|
||||
<li value="3"><a name="kanchor4680"></a><a name="IX_modifying_entries_19"></a><b>(Branch level only)</b> To select or de-select blocks for use by the branch, or to change their Display in PAC status, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Double-click the block that needs the change, or select the block and click <img alt="ModIcon00503.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image12" src="ModIcon00503_28x27.gif" />. The Modify Patron Block Descriptions dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dPatrnBlokModify.gif" style="margin-bottom: 0.000pt;width: 307;height: 121;" id="image13" src="dPatrnBlokModify_307x121.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select <b>Yes</b> or <b>No</b> in the <b>Selected</b> box to indicate whether the new block should be selected for use at the branch.</li>
|
||||
<li value="3">Select <b>Yes</b> or <b>No</b> in the <b>Display in PAC</b> box to change that status.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>Selected</b> box must be set to <b>Yes</b> if you want to set <b>Display in PAC</b> to <b>Yes</b>. That is, a block must be set to display for the patron’s registered branch in the staff client if you also want to display the library-block text in the PAC patron account summary.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set the display text with the PAC profile <b>Patron library assigned and free text block default text</b> (maximum 255 characters). The profile is available at the system, library, and branch levels. The default setting is <b>Library assigned block</b>. The same text is displayed for any library-assigned block you set to display in PAC, and when the patron record has a free text block.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also change the description at the system, library, or branch level. Limit your changes to correcting spelling or using a different choice of words for the same type of patron block.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you set a block for address check and/or expiration dates in the past, when the address check term or expiration term is updated in a patron record, the system process that removes the block looks for the exact block text specified in the<b>Patron Block Descriptions</b> table. If the Address Check or Expiration block text is missing or has changed since the block was placed on the patron record, the patron record will still be blocked when one of these dates is in the past, but the block will never be removed by real-time or overnight processing and will need to be manually removed.</p>
|
||||
<ol start="4">
|
||||
<li value="4"><a name="kanchor4681"></a><a name="IX_display_order_1"></a><a name="kanchor4682"></a><a name="IX_display_order_patron"></a><b>(Branch level only)</b> To order the block display, select any block in the table with a status of <b>Yes</b> and click <img alt="btnUpArrow00504.gif" style="margin-bottom: -4.000pt;width: 27;height: 26;" id="image14" src="btnUpArrow00504_27x26.gif" /> or <img alt="btnDownArrow00505.gif" style="margin-bottom: -4.000pt;width: 27;height: 27;" id="image15" src="btnDownArrow00505_27x27.gif" />.</li>
|
||||
</ol>
|
||||
<p class="indent2">The order of blocks in the table determines their display order in the New Block dialog box when a block is added to a patron record, when blocks are displayed at check out, and when multiple blocks are listed in the Delinquent Patrons Report.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<p><a name="kanchor4683"></a><a name="IX_deleting_entries_15"></a><span class="FM_BulletHead">Delete a table entry</span> - Select the entry and click <span style="font-size: 9.0pt;"><img alt="btnDelete00506.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image16" src="btnDelete00506_28x27.gif" /></span>. You cannot delete a block description if the block is currently assigned to a patron.</p>
|
||||
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|
||||
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|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
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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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|
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_11603_Calculating_and"></a>Calculating, Blocking for, and Displaying Estimated Accrued Fines</h1>
|
||||
<p><a name="kanchor430"></a><a name="IX_including_in_estimated_1"></a><a name="kanchor431"></a><a name="IX_including_in_estimated"></a><a name="kanchor432"></a><a name="IX_including_estimated_1"></a><a name="kanchor433"></a><a name="IX_including_estimated"></a><a name="kanchor434"></a>Polaris provides the ability to display an estimated fine amount (accrued fines) for overdue items a patron has currently checked out. You can opt to include claimed and/or lost items in the estimate calculation (system level only). The estimated fine amount information is available in the staff client, the PowerPAC and Mobile PAC patron account, and the Polaris ExpressCheck patron account.</p>
|
||||
<p>In addition, you can choose to block the patron for a threshold amount that is the total of actual fines and accrued fines, not just fines already on the patron account, using the normal fines block functionality (see <a href="Defining_Loan_and_Request_Limit_Blocks.htm#XREF_37854_Unpaid_Fine_Limits">Fine Limits</a>). If you choose to include accrued fines in blocking calculations, the accrued fines are added to any existing fines in real time and patrons are blocked as appropriate, using the normal fines block. The option to include accrued fines in blocking calculations is available at the system level only. This function applies to all check-out and renewals in Polaris, including staff client check-out and renewal, ExpressCheck check-out and renewal, renewal from PowerPAC or Mobile PAC, telephony renewal, and SIP check-out and renewal.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Governing library</span> - The calculation of the accrued amount is based on the setting of the governing library for fine calculation, set in the system-level Patron Services parameter <b>Consortium circulation</b>.  (If that option is set to <b>Use transacting branch</b>, the calculation is based on the lending branch’s settings.)</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>In some lost item scenarios it is possible to have a lost item where the replacement and overdue charges have not been charged. If the Transacting branch (the branch where the item is checked in) has been selected as the governing library for lost item recovery, that branch’s charges would apply when and where the item is finally recovered, which cannot be known in advance. In this case the estimated amount will be based on the loaning branch’s settings.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Hourly loans</span> - Accrued fines on hourly loans are calculated in real time and added to any actual fines at the time the block is calculated. </li>
|
||||
<li><span class="FM_BulletHead">Maximum fine limit</span> - When the total amount is calculated and displayed, the displayed amount will not exceed the maximum fine limit per material type as defined in the Fines policy table, even if the calculated amount is greater. In other words, the patron will not be charged for an amount greater than the maximum fine limit.</li>
|
||||
<li><span class="FM_BulletHead">Lost items with overdues</span> - You can opt to include items in the estimated fine calculation that are declared or billed lost but the overdue fine has not been charged. See <a href="Set_up_estimate_accrued_fine_calculations_and_blocking.htm#XREF_11337_Set_up_estimate">Set up estimate accrued fine calculations and blocking</a>.</li>
|
||||
<li><span class="FM_BulletHead">Claimed items</span> - You can also opt to include claimed items in the estimated fine calculation. See <a href="Set_up_estimate_accrued_fine_calculations_and_blocking.htm#XREF_11337_Set_up_estimate">Set up estimate accrued fine calculations and blocking</a>.</li>
|
||||
<li><span class="FM_BulletHead">Claimed and lost items in PAC patron account display</span> - The PAC patron account displays claimed and lost items only if the PowerPAC profile (and Mobile PAC profile, if applicable) <b>Navigation: Claimed and Lost</b> is set to <b>Yes</b> for the patron's registered branch. If it is set to <b>No</b>, the patron may be blocked for accrued fines that are not obvious in the patron account display. Many libraries have a lost item limit block and/or a claimed item limit block, and these may block the account before or in addition to the accrued fines block. </li>
|
||||
<li><span class="FM_BulletHead">Notification and reporting</span> - The accrued amounts are not included on overdue notices, in the calculation for billing, or in calculations for collection agency reporting.</li>
|
||||
</ul>
|
||||
<p>In summary, accrued fines are calculated for overdue items if the Patron Code/Fine Code Fine Amount definition is greater than $0.00 and any one of the following conditions is true:</p>
|
||||
<ul type="disc">
|
||||
<li>The circulation status is Out and the item is overdue, but the overdue fine is not charged.</li>
|
||||
<li>You have opted to included claimed items in the calculation, the item circulation status is Claimed, and the system-level Patron Services parameter <b>Overdues: Charge fines for claimed items</b> is set to <b>Yes</b>. The table summarizes the effects of claimed items settings:</li>
|
||||
</ul>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<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">Include claimed items in accrued fine calculation</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Overdues: Charge fines for claimed items</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Include in estimated amount calculation and block?</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="text-align: center;border-left-style: none;border-left-width: 1px;border-right-width: 1px;border-top-style: none;border-top-width: 1px;border-bottom-width: 1px;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<ul type="disc">
|
||||
<li>You have opted to include lost items in the calculation, the item circulation status is Lost, and the overdue fine has not been charged. The table summarizes the effects of lost items settings:</li>
|
||||
</ul>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" cellspacing="1" class="TableStyle-BlueHeader">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<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">Include lost items in accrued fine calculation</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Lost items charge options: Charge overdue</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Include in estimated amount calculation and block?</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;border-right-style: solid;border-right-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;border-right-style: double;border-right-width: 3px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;border-right-style: solid;border-right-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;border-right-style: double;border-right-width: 3px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;border-right-style: solid;border-right-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Y</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;border-right-style: double;border-right-width: 3px;border-bottom-style: solid;border-bottom-width: 1px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 120.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-bottom-style: double;border-bottom-width: 3px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;border-right-style: solid;border-right-width: 1px;border-bottom-style: double;border-bottom-width: 3px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
<td style="width: 120.454pt;border-right-style: double;border-right-width: 3px;border-bottom-style: double;border-bottom-width: 3px;vertical-align: top;text-align: center;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: none;border-top-width: 1px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">N</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p>For set-up instructions, see <a href="Set_up_estimate_accrued_fine_calculations_and_blocking.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up estimate accrued fine calculations and blocking</span></a>.</p>
|
||||
<h2><a name="TOC_Displaying_Estimated"></a>Displaying Estimated Fines</h2>
|
||||
<p>Estimated fines are available for display in both the staff client and PAC. (Including accrued fines in blocking calculations is optional and set at the system level. See <a href="Set_up_estimate_accrued_fine_calculations_and_blocking.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up estimate accrued fine calculations and blocking</span></a>.)</p>
|
||||
<h3 style="font-size: 12pt;">Staff Client Display</h3>
|
||||
<p><a name="kanchor435"></a><a name="IX_estimated_display_in"></a>From the Patron Status workform - Items Out view, staff can estimate accrued fines on items that are currently overdue, calculating the fines if the items were returned today or on a date selected from a calendar. If you choose to include lost and/or claimed items in the accrued fine calculation, similar functionality is available from the Patron Status workform - Claims view. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For more information, see <a href="../../Patron_Services/PPuseacct/Estimate_fines_on_currently_checked_out_items.htm">Estimate fines on currently checked out items</a>.</MadCap:conditionalText></p>
|
||||
<h3 style="font-size: 12pt;">PAC Patron Account Display</h3>
|
||||
<p><a name="kanchor436"></a><a name="IX_estimated_display_in_PAC"></a><a name="kanchor437"></a>In PAC, the patron can estimate accrued fines from the Items Out page, the Fines & Fees page, and the Claimed & Lost page of the patron account. In PowerPAC, the option to estimate overdue fines appears below the list if there are overdue items. The example shows the Items Out page.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACEstFinesButton_551x123.png" style="width: 551;height: 123;" alt="" />
|
||||
</p>
|
||||
<p>When the patron clicks <b>Estimate Overdue Fines</b>, a light box displays the title, author, item status, due date, and accrued fine for each overdue item, as well as the total due as of the current date. If you have opted to include claimed and/or lost items in the estimate, these are included in the display and calculation.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACEstFinesBox_447x319.png" style="width: 447;height: 319;" alt="" />
|
||||
</p>
|
||||
<p>The patron can click the date field to select a different estimation date from a calendar.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACEstFinesCalendar_448x313.png" style="width: 448;height: 313;" alt="" />
|
||||
</p>
|
||||
<p>Mobile PAC offers similar features.</p>
|
||||
<p class="indent">
|
||||
<img alt="MPACEstFines.gif" style="width: 213.967pt;height: 268.688pt;margin-bottom: 0.000pt;" id="image29" src="MPACEstFines.gif" /> </p>
|
||||
<p>If you choose to include accrued fines in the patron blocking calculation, the patron fine block message appears when appropriate in PAC and the patron cannot renew items. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the estimated amount includes lost item overdues or claimed items, the patron account is blocked. However, claimed and lost items are only displayed in the PAC patron account if the PowerPAC profile (and Mobile PAC profile, if applicable) <b>Navigation: Claimed and Lost</b> is set to <b>Yes</b> for the patron's registered branch.</p>
|
||||
<h3 style="font-size: 12pt;">ExpressCheck Patron Account Display</h3>
|
||||
<p><a name="kanchor438"></a><a name="IX_estimated_display_in_1"></a><a name="kanchor439"></a>ExpressCheck users can estimate fines using a dashboard control in the patron account. The patron sets the date and clicks <b>Calculate</b>.</p>
|
||||
<p class="indent">
|
||||
<img alt="AccruedFinesXpress1.gif" style="margin-bottom: 0.000pt;width: 366;height: 284;" id="image30" src="AccruedFinesXpress1_366x284.gif" /> </p>
|
||||
<p>The accrued fines are displayed according to the selected date.</p>
|
||||
<p class="indent">
|
||||
<img alt="AccruedFinesXpress2.gif" style="margin-bottom: 0.000pt;width: 389;height: 301;" id="image31" src="AccruedFinesXpress2_389x301.gif" /> </p>
|
||||
<h3 style="font-size: 12pt;">Polaris Phone Attendant (Inbound Telephony)</h3>
|
||||
<p><a name="kanchor440"></a><a name="IX_estimated_option_in"></a><a name="kanchor441"></a>You enable a selection to hear estimated fines at the top-level menu. (If the patron does not have any overdue or claimed items, the option is not available.) When the patron selects this option, the message includes the author, title, due date, and estimated amount for each item, and the total due. To enable this option, select <b>Estimate Fines</b> in the Phone Attendant configuration utility. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For details, see <a><span class="FM_LinkArea">Set Phone Attendant options for specific lines</span></a>.</MadCap:conditionalText></p>
|
||||
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|
||||
<img alt="PhoneConfigEstFines2.gif" style="margin-bottom: 0.000pt;width: 198;height: 240;" id="image32" src="PhoneConfigEstFines2_198x240.gif" /> </p>
|
||||
<p>If the patron has lost or claimed items and overdue items, an additional message states <b>Additional charges are due for lost or claimed items, please contact the library for more information.</b> If the patron has only lost or claimed items but no overdue items, only the <b>Additional charges message </b>is played.</p>
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<h1><a name="XREF_60611_Setting"></a>Defining Circ and Request Limit Blocks</h1>
|
||||
<p>Blocks interrupt circulation transactions, such as check outs, renewals, and hold requests. A threshold value determines the limit that causes a block to interrupt the transactions. Most blocks can be overridden at the discretion of the library staff member.</p>
|
||||
<p>You can set up circulation blocks related to item records (for example, the item does not circulate) and patron records (for example, the patron owes money or has borrowed too many items). You can also set loan and request limits that trigger blocks based on patron codes and material types. Separate settings control blocks on patron-initiated renewals from the PAC or inbound telephony service. Polaris also provides the ability to block a patron from checking out or renewing materials when an associated patron record is blocked; you define default settings for this feature in Polaris Administration.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your system includes self-check units, you set up blocks specifically for circulation transactions at the self-check units. For more information about SIP2 units, see<span> </span><a href="../PDPselfcheck/Setting_Up_SIP_Self-Check_Circulation.htm">Setting Up SIP Self-Check Circulation</a>. For Polaris ExpressCheck, see the Polaris ExpressCheck Administration Guide.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="../PDPfloating/Designating_Floating_Collections.htm">Designating Floating Collections</a>
|
||||
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|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="Defining_Patron_Block_Descriptions.htm">Defining Patron Block Descriptions</a>
|
||||
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|
||||
<li><a href="Defining_Loan_and_Request_Limit_Blocks.htm">Defining Loan and Request Limit Blocks</a>
|
||||
</li>
|
||||
<li><a href="Calculating_and_Blocking_for_Estimated_Accrued_Fines.htm">Calculating and Blocking for Estimated Accrued Fines</a>
|
||||
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|
||||
<li><a href="Defining_Material_Type_Group_Limits.htm">Defining Material Type Group Limits</a>
|
||||
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|
||||
<li><a href="Defining_Patron-Initiated_Circulation_Blocks.htm">Defining Patron-Initiated Circulation Blocks</a>
|
||||
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|
||||
<li><a href="../PDPpatacct/Block_and_Allow_Settings.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Block and Allow Settings for Associated Patrons </span></a>
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<h1><a name="XREF_91520_Defining_Item"></a>Defining Item Blocks</h1>
|
||||
<p><a name="kanchor3997"></a><a name="IX_item_overview_1"></a><a name="kanchor3998"></a><a name="IX_overview_administration_3"></a>An item block stops circulation based on a setting in the item record. The <b>Library assigned</b> box on the Notes and Notices view of the Item Record workform lists the standard, library-assigned block descriptions (for example, <b>Be sure all parts are present</b>). The blocks available in the list and the order in which they appear depend on the item block description settings for the library named in the <b>Assigned</b> box on the Item Record workform. The settings of the item’s assigned branch also control the blocks available for item bulk change.</p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>When you are bulk-changing library-assigned blocks in an item record set, you must first select a branch because library-assigned block choices depend on the item’s assigned branch.</p>
|
||||
<p><a name="kanchor3999"></a><a name="IX_overview_154"></a>You define the standard item blocks in the Item Block Descriptions database table. You can standardize item block descriptions among all organizations, or you can have different descriptions for each organization. You can define them at the system, library, and branch levels, but they are assigned to a specific branch when you define them, and are not inherited from a parent organization. This table can be displayed on an organization workform or with the Administration Explorer. When you open the table at the system level, you can view, add, change, and delete item block descriptions for all branches. At the library level, you can view, add, change, and delete item block descriptions for the branches associated with the library. At the branch level, you can view, add, change, or delete item descriptions for the branch, even if the entry was added at a higher level.</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 item block descriptions table: Allow</b>.</p>
|
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<p>See: <a href="Add_an_item_block_description.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add an item block description</span></a></p>
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<h1><a name="XREF_15218_Defining_Loan"></a>Defining Loan and Request Limit Blocks</h1>
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<p><a name="kanchor2716"></a><a name="IX_limiting_by_material"></a><a name="kanchor2717"></a><a name="IX_request_limits_by"></a><a name="kanchor2718"></a><a name="IX_loan_limits_overview"></a><a name="kanchor2719"></a><a name="IX_overview_156"></a>Loan and request limit blocks interrupt circulation transactions based on the thresholds you set for patron overdues and fines, item limits, and request limits. Each branch may set different limits, and the limits can be different for each patron code. In the staff client, a check-out clerk with appropriate permission may override a loan or request limit block (except the second-level fine block). In the PAC, a message is displayed and the renewal is stopped. You can specify whether request limits block PAC requests. See <a href="List_and_modify_loan_and_request_limit_entries.htm">List and modify loan and request limit entries</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The System-level Patron Services parameter <b>Consortium Circulation</b> determines which branch’s settings are used for loan and request limit blocks. For request limits, the “transacting branch” is the pick-up branch for the request, not the staff member’s logged-in branch. See <a href="Defining_Circ_and_Request_Limit_Blocks.htm">Defining Circ and Request Limit Blocks</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#TOC_Patron_Overdue_Limits" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Overdue Limits</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Fine_Limits" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Fine Limits</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Item_Loan_Limits" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Item (Loan) Limits</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Governing_Library_for1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Governing Library for Loan and Request Limits</span></a>
|
||||
</li>
|
||||
<li><a href="#TOC_Setting_Up_Loan_and" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Loan and Request Limit Blocks</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Patron_Overdue_Limits"></a>Patron Overdue Limits</h2>
|
||||
<p>A patron has too many overdue items, based on the number of items and the patron code. These blocks occur when the patron attempts to check out or renew an item.</p>
|
||||
<h2><a name="TOC_Fine_Limits"></a><a name="XREF_37854_Unpaid_Fine_Limits"></a>Fine Limits</h2>
|
||||
<p><a name="kanchor2720"></a><a name="IX_unpaid_fines"></a>Blocks for unpaid fines are based on the total amount the patron owes and the patron code. These blocks occur when the patron attempts to check out or renew an item. You can define two fine limit levels. The first (minor) fine limit block allows libraries to remind patrons that fines are owed, but does not disrupt a busy circulation desk for minor fines. The second (major) fine <span style="color: #1f4a7d;">a separate permission</span> is required to continue the transaction. See <a href="#XREF_15218_Defining_Loan">Defining Loan and Request Limit Blocks</a>.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The first fine limit may be set to $.10 (10 cents) the second to $10.00. If the patron owes over $.10 but is not over $10.00, a courtesy block, not requiring permission to continue, will display. If the patron owes over $10.00 a different block message appears. Staff will require a separate permission to continue.</p>
|
||||
<p class="NoteShade">Note that all threshold blocking is based on values up to and including the value set in the System Administration control. Setting a fine limit of $10.00 or an item limit of 15 means that the patron can have up to $10.00 in fines or up to 15 items, but will be blocked at $10.01 or 16 items.</p>
|
||||
<p><a name="kanchor2721"></a><a name="IX_coordinating_settings"></a>You can manipulate the settings for special conditions:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Block for any fines</span> - Set the first fine limit to 0.00 to block the transaction if the patron has <span class="FM_Emphasis">any</span> unpaid fines. The permissioned staff member can bypass the block at her discretion. To require a supervisor override for any unpaid fines, set the first fine limit to 999999.99 and the second limit to 0.00.</li>
|
||||
<li><span class="FM_BulletHead">Do not block for fines</span> - Setting the first or second level fine limit to 999999.99 effectively suppresses the block at that level.</li>
|
||||
<li><span class="FM_BulletHead">Fine notices</span> - If your library uses fine notices, set the second level fine amount to a value equal to or less than the setting in the <b>Minimum balance</b> box for fine notices (Notification options). This combination of settings blocks the patron at circulation before a fine notice is sent, which helps prevent additional fines after notification. For more information about fine notices, see <a href="../PDPnotices/Fine_Notices.htm#XREF_43049_Setting_Up_Fine">Fine Notices</a>.</li>
|
||||
</ul>
|
||||
<p>You can choose to include estimated accrued fines in the blocking calculation. See <a href="Calculating_and_Blocking_for_Estimated_Accrued_Fines.htm#XREF_11603_Calculating_and">Calculating and Blocking for Estimated Accrued Fines</a>.</p>
|
||||
<h2><a name="TOC_Item_Loan_Limits"></a>Item (Loan) Limits</h2>
|
||||
<p>A patron has too many total items, too many items of a specific material type, or too many course reserve items borrowed at the same time. For example, if the items out limit is set to 10, the block occurs if the patron attempts to Borrow an eleventh item without returning any of the other ten items. These blocks occur as each item is scanned at check-out, but not at renewal. To set these limits, see <a href="List_and_modify_loan_and_request_limit_entries.htm#XREF_77623_List_and_modify">List and modify loan and request limit entries</a>. You can also set limits on groups of material types for specific patron codes. See <a href="Defining_Material_Type_Group_Limits.htm#XREF_54653_Defining_Material">Defining Material Type Group Limits</a>.</p>
|
||||
<p class="NoteShade"><b>Note</b>:<br />The optional increased check-out limits feature can increase the total item limit and the material type limits for enabled patrons. See "Increasing Check-out Limits by Branch" in the Leap help for more information about this feature.</p>
|
||||
<h3 style="font-size: 12pt;"><a name="TOC_Total_Requests_and"></a><a name="XREF_41807_Request_Limits"></a><a name="XREF_59270_Request_By"></a>Total Requests and Request By Material Type Limits</h3>
|
||||
<p>These blocks occur in the PAC and at SIP self-check stations when a patron has too many requests (status of Active or Pending, and optionally Held/Shipped or Inactive) or too many requests for a specific material type at the same time. The request limit blocks occur in the staff client when you have selected the holds option <b>Block in staff client</b> (see <a href="../PDPrequests/Set_Holds_options_Alerts_and_blocks.htm#XREF_65283_Alerts_blocks_due">Set Holds options: Alerts and blocks</a>). If you have selected this option, a block message is displayed in the staff client, and staff members have the option of overriding the block. The request is then placed as Active. If the <b>Block in staff client</b> option is not selected, no block message is displayed and the request is placed as Active (or whatever status is appropriate), regardless of any request limits you set. Patrons are automatically blocked in the PAC and at the SIP self-check station when they try to place a request that is one over the specified limit.</p>
|
||||
<p>In the case of material type limits, for item-level requests, the limit for the item’s material type is checked directly. Items with valid barcodes and items without barcodes but with a status of On Order or In Process are included in the limit check. For bibliographic-level requests, the limit for each attached item’s material type is checked, and the Holds Options setting <b>If all material limits are exceeded set to Not Supplied </b>determines how the request is handled in the staff client when a patron reaches the hold limit by material type. If this option is checked, and all the items attached to the bibliographic record have the same material type, a block message is displayed in the staff client, and staff members have the option of overriding the block. If the block is overridden, the request is placed with a status of Not Supplied. The Not Supplied reason is <b>All items denied by system</b>. If some items have the limited material type and some do not, a message is displayed and those of the limited material type are automatically denied by the system. If this option is not checked, and all the items attached to the bibliographic record have the same material type, a block message is displayed in the staff client, and staff members have the option of overriding the block. If the block is overridden, the request is placed with a status of Active. If some items have the limited material type and some do not, a message is displayed and those of the limited material type are automatically denied by the system. See <a href="../PDPrequests/Set_Holds_options_Alerts_and_blocks.htm#XREF_65283_Alerts_blocks_due">Set Holds options: Alerts and blocks</a>.</p>
|
||||
<p>For bibliographic-level requests where no items are attached to the bibliographic record, the limit is not checked. You can allow or deny holds on these items with a separate Holds Options setting. See <a href="../PDPrequests/Set_Holds_options_Alerts_and_blocks.htm#XREF_65283_Alerts_blocks_due">Set Holds options: Alerts and blocks</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The system includes a patron’s inactive requests when calculating whether the patron will exceed the total request limit or request by material type limit. This prevents patrons who are near the limit from suspending a number of requests in order to place more. The limit is also checked when a cancelled hold is reactivated.</p>
|
||||
<p>The Hold request workform - Notes view displays a blue icon <img alt="DenyHoldIconSys.gif" style="width: 11.480pt;height: 12.954pt;margin-bottom: -2.000pt;" id="image17" src="DenyHoldIconSys.gif" /> for the item if the system denied the request on that item, or a red icon <img alt="DenyHoldIcon.gif" style="width: 15.222pt;height: 15.222pt;margin-bottom: -4.000pt;" id="image18" src="DenyHoldIcon.gif" /> if a staff member denied the request.</p>
|
||||
<h2><a name="TOC_Governing_Library_for1"></a><a name="XREF_66270_Governing_Library"></a>Governing Library for Loan and Request Limits</h2>
|
||||
<p><a name="kanchor2722"></a><a name="IX_limits_and_governing"></a>The governing library for patron blocks determines which branch’s request limit settings are used (see <a href="Defining_Circ_and_Request_Limit_Blocks.htm">Defining Circ and Request Limit Blocks</a>).</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b><b>Governing library = Transacting branch<br /></b>The request is placed from branch A, the patron is from branch B and the pick-up branch is branch C. Branch C’s limit settings apply because it is the transacting branch.<br /><b>Governing library = Patron branch<br /></b>The request is placed from branch A, the patron is from branch B and the pick-up branch is branch C. Branch B’s limit settings apply because it is the patron’s branch.</p>
|
||||
<p>Since the same governing library setting applies to both the loan and request limits, you may want to coordinate the settings for total item limits and total request limits. Some libraries set these limits to an equal value, reasoning that a patron should not be able to request an item if the patron cannot check it out. Alternatively, you may want to set the hold request limit without regard to the item limit, since the number of items checked out may change by the time a request is filled.</p>
|
||||
<h2><a name="TOC_Setting_Up_Loan_and"></a>Setting Up Loan and Request Limit Blocks</h2>
|
||||
<p><a name="kanchor2723"></a><a name="IX_adding_entries_16"></a><a name="kanchor2724"></a><a name="IX_overview_157"></a>The loan and request limit blocks are set with the Patron/Material Type Loan Limit Blocks policy table. They can be defined from the system, library, and branch levels, but are always assigned to a specific branch. They are not inherited from a parent organization. The table is displayed with the Administration Explorer only. When you open this table at the system level, you can view and change loan and request limits for all branches in Polaris. At the library level, you can view and change loan and request limits for the branches associated with the library. At the branch level, you can view and change the limits for the selected branch. Each organization can change limit blocks assigned specifically to the organization, even if the entry was added at a higher level. New patron and new material type entries are added automatically to the Patron/Material Type Loan Limit Blocks policy table:</p>
|
||||
<ul type="disc">
|
||||
<li>When a new patron code is added to Polaris, a patron loan limit entry is added automatically for every branch.</li>
|
||||
<li>When a new material type is added to Polaris, a material loan limit entry is added automatically to the table for every patron loan limit entry for each branch.</li>
|
||||
<li>When a new branch is added to Polaris, all patron and material type entries are added automatically to the table for every patron code and material type.</li>
|
||||
</ul>
|
||||
<p>The new entries use default values as the thresholds. You can change the values after the entries are added to the table. You cannot add entries to or delete entries from the Patron/Material Type Loan Limit Blocks table.</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 patron/material type loan limit blocks table: Allow</b>.</p>
|
||||
<p class="NoteShade">All threshold blocking is based on values up to and including the value set in the System Administration control. Setting a fine limit of $10.00 or an item limit of 15 means that the patron can have up to $10.00 in fines or up to 15 items, but will be blocked at $10.01 or 16 items.</p>
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<h1><a name="XREF_54653_Defining_Material"></a>Defining Material Type Group Limits</h1>
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<p><a name="kanchor4417"></a><a name="IX_setting_loan_limits_by_1"></a><a name="kanchor4418"></a><a name="IX_check_out_limits"></a>You can create groups of material types and place check-out limits on the group as a whole for specific patron codes. The group limit may be different from the individual limit on each material type that is part of the group. For example, a patron code may have individual limits of DVD = 5 and Blu-Ray discs = 2. A patron with that code may check out up to five DVDs and 2 Blu-Ray discs. (These individual limits are set in the Material Type Loan Limits policy table. See <a href="List_and_modify_loan_and_request_limit_entries.htm#XREF_77623_List_and_modify">List and modify loan and request limit entries</a>.) However, if both material types are assigned to a “Media” group with a group limit of 5, and the patron’s code is specified for the Media group, the patron will be blocked if he already has 4 DVDs and 1 Blu-Ray disc or a similar combination. </p>
|
||||
<p>If the individual material type limits and group limit conflict, the patron is blocked according to the group limit. For example, a “Media” material type group consisting of Video Cassette and DVD may be set to 0 for a patron code “Child,” while the individual Video and DVD limits are set to 5 each. In this case, the patron code Child would be blocked at 0—that is, not allowed to check out Videos or DVDs. If the patron code Child is removed from the group, the patron code Child may have up to 5 each of both Videos and DVDs (total of 10 items) because the system then uses the individual material type limits.</p>
|
||||
<p>Limits on material type groups affect check-out from the staff client, including bulk check-out for Outreach Services or Borrow by Mail, Polaris ExpressCheck, and check-out from third-party workstations via SIP or NCIP, where block messages appear at check-out. The group limit is also checked when offline circulation transactions are uploaded, and an appropriate message is written to the offline upload report. The message includes the group name.</p>
|
||||
<p>At normal check-out in the staff client, if the patron would exceed the group limit for the patron code, a block message appears. The staff member must have the Circulation permission <b>Override item limit blocks: Allow</b> to override the block and continue the transaction.</p>
|
||||
<p>You can set up material type groups at the system, library, and branch levels. As with other loan limit blocks, the system uses the setting for the governing library for patron blocks, which may be the transacting branch or the patron’s registered branch (set in the system-level Patron Services parameter <b>Consortium circulation</b>).</p>
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<h1><a name="XREF_16479_Defining_Patron"></a>Defining Patron-Initiated Circulation Blocks</h1>
|
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<p><a name="kanchor5924"></a><a name="IX_ebook_circulation"></a><a name="kanchor5925"></a><a name="IX_renewals_from_PAC"></a><a name="kanchor5926"></a><a name="IX_setting_blocks_on_PAC"></a>If your library allows patrons to renew items from the PAC, or by telephone, or you provide integrated eContent circulation from PAC, you can set blocking conditions on these actions that are different from those that apply to renewals from the staff client. (EContent circulation is not supported in the staff client.) The PAC displays appropriate messages related to the blocks that you set. </p>
|
||||
<p class="NoteShade"><b>Example:</b>
|
||||
<br />You allow PAC renewals on overdue items. There is a fine associated with an overdue item, but the fine does not cause the total charges on the patron’s account to exceed a block threshold. When the patron attempts to renew the item, the PAC displays a message that the patron’s account will be charged at renewal and requests confirmation to proceed with the renewal. If the patron chooses to proceed, the patron’s account is charged the fine for the overdue item. If the patron cancels, the item is not renewed, and the account is charged when the item is returned.</p>
|
||||
<p>You set these blocks with the Patron Services profile <b>Patron initiated circulation: Blocking conditions</b>. You can set the profile at the system, library, or branch level. </p>
|
||||
<p>Patrons are blocked according to the setting for the governing library for patron blocks in the Consortium Circulation parameter. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For more information, see <a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm">Consortium Circulation parameter</a>.</MadCap:conditionalText></p>
|
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<p class="NoteShade"><b>Note:</b>
|
||||
<br />In addition to the blocking conditions you set for patron-initiated renewals and eContent circulation, PAC renewals are blocked when an item can fill an Active or Pending hold request, when the number of renewals (including the current renewal) would be greater than the renewal limit set in the item record, and if the PAC profile <b>Patron Access: Renewal</b> is set to block renewals if the due date would fall after the patron’s registration has expired.</p>
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<p>For more information on integrated eContent in Polaris, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm">Managing EContent in the PAC</a>.</MadCap:conditionalText></p>
|
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<p>Also see <a href="Set_blocks_on_patron-initiated_circulation_and_ebook_circulation.htm">Set blocks on patron-initiated circulation and eContent circulation</a>.</p>
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<h1><a name="XREF_30175_Defining_Patron"></a>Defining Patron Block Descriptions</h1>
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<p><a name="kanchor4068"></a><a name="IX_See_patron_blocks"></a><a name="kanchor4069"></a><a name="IX_patron_overview_2"></a><a name="kanchor4070"></a><a name="IX_overview_administration_4"></a>A patron block (also called patron stop) interrupts check-out, renewal, or placement of a hold request based on certain conditions in the patron record. Among these conditions are library-assigned blocks. When a staff member adds a block to a patron record from the Patron Status workform, the <b>Library assigned</b> box on the Patron Block dialog box lists the standard, library-assigned patron block descriptions (for example, <b>Address correction required</b>) based on the block descriptions set up for the patron’s registered branch. The staff member can choose a library-assigned block from the list (or type a free-text block).</p>
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<p class="indent">
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<img alt="PatronBlocks.gif" style="width: 331.040pt;height: 240.320pt;margin-bottom: 0.000pt;" id="image8" src="PatronBlocks.gif" /> </p>
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||||
<p class="NoteShade"><b><b>Note:<br /></b></b>When you are bulk-changing library-assigned blocks in a patron record set, you must first select a registered branch because library-assigned block choices depend on the patron’s registered branch. When you search for patron records by library-assigned blocks with the Polaris Find Tool, the blocks are determined by the settings for your current log-on branch.</p>
|
||||
<p><a name="kanchor4071"></a><a name="IX_overview_155"></a>You define the standard library-assigned patron blocks in the Patron Block Descriptions policy table. You can standardize patron block descriptions among all organizations, or you can have different descriptions for each organization. You can add new blocks at the system or library level, but each branch selects which blocks to use. This table can be displayed on an organization workform or with the Administration Explorer. When you open the table at the system or library level, you can view, add, change, and delete patron block descriptions. At the branch level, you can view, change, or delete the descriptions, select blocks for use at that branch, and determine their display order. In addition, of the blocks selected for use at a branch, you can designate which ones trigger a generic block message in the PAC patron account summary. (A free text block in the patron record triggers the same message in the PAC patron account.)</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 patron stop descriptions table: Allow</b>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Add_select_and_order_patron_block_entries.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add, select, and order patron block descriptions</span></a>
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||||
</li>
|
||||
<li><a href="Set_up_blocks_for_claims.htm#XREF_69077_Set_up_blocks_for">Set up blocks for claims</a>.</li>
|
||||
<li><a href="../../Patron_Services/PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>.</li>
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<h1><a name="XREF_77623_List_and_modify"></a>List and modify loan and request limit entries</h1>
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<p><a name="kanchor4910"></a><a name="IX_setting_for_loan_limits"></a><a name="kanchor4911"></a><a name="IX_displaying_8"></a><a name="kanchor4912"></a><a name="IX_modifying_8"></a>To view and modify the entries in the Patron/Material Type Loan Limit Blocks table:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The system-level Patron Services parameter <b>Consortium Circulation</b> determines which branch’s settings are used for loan and request limit blocks. For request limits, the transacting branch is considered to be the pick-up branch for the request, not the staff member’s logged-in branch. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">For details, see <a href="../PDPGovLib/Governing_Library_for_Circulation_Transactions.htm">Governing Library for Circulation Transactions</a>.</MadCap:conditionalText></p>
|
||||
<!--Begin Top-level ordered list-->
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization.</li>
|
||||
<li value="2">Select <b>Patron/Material Type Loan Limit Blocks</b>. The Patron/Material Type Loan Limit Blocks table is displayed in the details view.
|
||||
|
||||
<p class="indent2">The top portion of the table shows the limits for each patron code, organized by branch. Use the horizontal scroll bar to see all the limit categories (<b>1st Level Fine</b>, <b>2nd Level Fine</b>, <b>Total Overdue</b>, <b>Total Holds</b>, <b>Total ILL</b>, <b>Total Reserve Items</b>.) Use the vertical scroll bar to see all the branch/patron code entries.</p></li>
|
||||
<li value="3"><a name="kanchor4913"></a><a name="IX_modifying_overdue_items"></a><a name="kanchor4914"></a><a name="IX_modifying_limits_by"></a><a name="kanchor4915"></a><a name="IX_modifying_fine_limits"></a><a name="kanchor4916"></a><a name="IX_modifying_patron_loan"></a>To modify the limits for a patron code:</li>
|
||||
<!--Begin second-level lower-alfa ordered list-->
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the branch/patron code entry in the top portion of the table, and click <span style="font-size: 9.0pt;"><img alt="ModIcon00507.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image20" src="ModIcon00507_28x27.gif" /></span>. The Modify: Patron Loan Limits dialog box appears.
|
||||
|
||||
<p class="indent2"><img alt="ModPatLoanLimits.gif" style="margin-bottom: 0.000pt;width: 269;height: 154;" id="image21" src="ModPatLoanLimits_269x154.gif" /> </p></li>
|
||||
<li value="2">Type new values for the limits you want to modify, and click <b>OK</b>:
|
||||
<ul type="disc"><li><span class="FM_BulletHead">First and second level fines</span> - See <a href="Defining_Loan_and_Request_Limit_Blocks.htm#XREF_37854_Unpaid_Fine_Limits">Fine Limits</a>. If both first and second level fine limits are set to identical values, two blocks are displayed during a transaction. Identical settings for both fine limits are not recommended unless you are suppressing all blocks for unpaid fines. In that case, set both limits to 9999.99.</li><li><a name="kanchor4917"></a><a name="IX_total_overdues"></a><span class="FM_BulletHead">Total limits</span> - The number in <b>Total overdue items</b> is the sum of items overdue and items long overdue. Circulation to the patron is blocked when their total overdue items exceeds the number you specify. You can type a number that you believe will not be exceeded, such as <b>999</b>, if you do not want to block circulation based on one of these specific totals. For example, if you do not want to block circulation for this patron code based on how many overdue items the patron has, type <b>999</b> in the <b>Total Overdue</b> box. The combined system limit for <b>Total Item Limit</b>, <b>Total Overdue</b>, <b>Total Holds</b>, and <b>Total ILL</b> is 3,000. The system limit for <b>Total Reserve Items </b>is 999.
|
||||
</li></ul></li>
|
||||
</ol>
|
||||
<li value="4">To view the material loan and request limit entries for a specific patron classification, select the branch/patron code entry in the top portion of the table.
|
||||
|
||||
<p class="indent2">The material loan and request limit entries for the selected entry are displayed in the bottom portion of the table. The view lists the maximum item limits for each material type. Use the vertical scroll bar to see all the material type entries. Use the horizontal scroll bar to see the <b>Maximum Item Limit</b> and <b>Hold Limit</b> columns.</p></li>
|
||||
<li value="5"><a name="kanchor4918"></a><a name="IX_setting_loan_limits_by"></a><a name="kanchor4919"></a><a name="IX_modifying_material_loan"></a>To modify the maximum number of items of a specific material type that can be checked out for a specific branch/patron code, follow these steps:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Select the branch/patron code entry in the top portion of the table.</li><li value="2">Select the material type you want to modify in the bottom portion of the table, and click <span style="font-size: 9.0pt;"><img alt="ModIcon00508.gif" style="margin-bottom: 0.000pt;width: 21;height: 20;" id="image22" src="ModIcon00508_21x20.gif" />.</span></li></ol><p class="indent2">The Modify Material Loan Limits dialog box appears.</p><p class="indent2"><img alt="ModMaterialLoan.gif" style="margin-bottom: 0.000pt;width: 241;height: 95;" id="image23" src="ModMaterialLoan_241x95.gif" /> </p><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="3">Type the new setting in the <b>Maximum Item Limit</b> box, and click <b>OK</b>. The maximum is 3,000.</li></ol><p class="NoteShade"><b>Note:<br /></b>You can also set check-out limits on groups of material types for specific patron codes. See <a href="Defining_Material_Type_Group_Limits.htm#XREF_54653_Defining_Material">Defining Material Type Group Limits</a>.</p></li>
|
||||
<li value="6"><a name="kanchor4920"></a><a name="IX_setting_request_limits"></a><a name="kanchor4921"></a><a name="IX_modifying_material"></a>To modify the maximum number of items of a specific material type that can be requested for a specific branch/patron code, follow these steps:
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Select the branch/patron code entry in the top portion of the table.</li><li value="2">Select the material type you want to modify in the bottom portion of the table, and click <span style="font-size: 9.0pt;"><img alt="ModIcon00509.gif" style="width: 15.039pt;height: 14.472pt;margin-bottom: 0.000pt;" id="image24" src="ModIcon00509.gif" />.</span> The Modify Material Loan Limits dialog box appears.</li><li value="3">Type the new setting in the <b>Hold Limit</b> box, and click <b>OK</b>. The maximum is 3,000.</li></ol><p class="indent2">This setting applies only to hold requests, not ILL requests. The material request limits you set for each patron code/material type combination do not need to add up to the Total Holds limit. For more information about this setting, see <a href="Defining_Loan_and_Request_Limit_Blocks.htm#XREF_59270_Request_By">Total Requests and Request By Material Type Limits</a>.</p><p class="NoteShade"><b>Note:<br /></b>A separate setting blocks hold requests from the PAC if the request would exceed the setting for the total number of requests allowed, or the number of requests allowed for a particular material type. See <a href="../PDPrequests/Set_Holds_options_Enabling_Item_Status_Restrictions_First.htm#XREF_30663_Define_hold">Set Holds options: Enabling, Item Status Restrictions, First Available Copy</a>.</p><p class="NoteShade">Items with valid barcodes and items without barcodes but with a status of On Order or In Process are included in the limit check.</p></li>
|
||||
<li value="7">Select <b>File </b>><b> Save</b> to save any changes. The status bar indicates that the record is saved.</li>
|
||||
</ol>
|
||||
<!--End Top-level ordered list-->
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Limiting check-out by material type group</span> - You can set up groups of material types and limit the number of items belonging to the group that can be checked out to specific patron codes. See <a href="Defining_Material_Type_Group_Limits.htm#XREF_54653_Defining_Material">Defining Material Type Group Limits</a>.</li>
|
||||
<li>The optional increased check-out limits feature can increase the total item limit and the material type limits for enabled patrons. See "Increasing Check-out Limits by Branch" in the Leap help for more information about this feature.</li>
|
||||
<li><a name="kanchor4922"></a><a name="IX_long_overdue_items"></a><span class="FM_BulletHead">Blocks on long-overdue items</span> - You can set an additional circulation block in the staff client based on an item’s long-overdue status. Two parameters affect this block. The period after which an overdue item changes to “long overdue” is set with the Patron Services parameter <b>Overdues: # of days until long overdue</b>. Then, set the Patron Services parameter <b>Overdues: Block for long overdue items</b> to <b>Yes</b>. You can set these parameters at the system, library, or branch level.</li>
|
||||
<li><span class="FM_BulletHead">Patron codes</span> - See <a href="../PDPpatacct/Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>.</li>
|
||||
<li><span class="FM_BulletHead">Material types</span> - See <a href="../PDPitems/Defining_Material_Types.htm#XREF_13377_Defining_Material">Defining Material Types</a>.</li>
|
||||
<li><span class="FM_BulletHead">Blocks on renewals from PAC or Polaris Phone Attendant</span> - See <a href="Defining_Patron-Initiated_Circulation_Blocks.htm#XREF_16479_Defining_Patron">Defining Patron-Initiated Circulation Blocks</a>.</li>
|
||||
<li><span class="FM_BulletHead">Blocks on self-check circulation</span> - SIP self-check units use your settings in the Patron Loan and Request Limits table for maximum fines, items out, items overdue, and request limits. For other SIP self-check settings, see Setting Up Bibliotheca ITG DiscXpress II. For Polaris ExpressCheck, see the <span class="FM_Emphasis">Polaris ExpressCheck Administration Guide</span>.</li>
|
||||
<li><a name="kanchor4923"></a><a name="IX_wireless_access_WAM_use"></a><span class="FM_BulletHead">Blocks on using Wireless Access Manager (WAM)</span> - If your library uses the WAM application, you can prevent patrons with blocked accounts from using wireless access. Set the Patron Services parameter <b>WAM: Block if Patron has stops</b> to <b>Yes</b> at the system, library, or branch level. When you set this parameter at the branch level, it applies to patrons registered at that branch no matter where the blocked patron tries to use wireless access. That is, even if the blocked patron tries to use WAM at a branch that sets this parameter to <b>No</b>, the patron cannot use WAM at that branch. For more information about WAM, see the <span class="FM_Emphasis">Wireless Access Manager Administration Guide</span>, available on the Innovative Customer Supportal (https://support.iii.com).</li>
|
||||
</ul>
|
||||
</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">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1>Set Blocks on Patron-Initiated and eContent Circulation</h1>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Patrons are blocked according to the <b>Governing library for patron blocks</b> setting in the <a href="../PDPreceipts/Setting_Up_eReceipts.htm">Consortium Circulation</a> parameter.</p>
|
||||
<p><a name="kanchor603"></a><a name="IX_setting_on_PAC_ebook"></a><a name="kanchor604"></a><a name="IX_setting_on_PAC_telephone"></a><a name="kanchor605"></a><a name="IX_setting_blocks_on_PAC_1"></a>To set patron and item blocks on eContent checkout and physical item renewals from PAC or by telephone:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>Patron Services</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron initiated circulation: Blocking conditions</b>. The Patron Initiated Circulation Blocking Conditions dialog box opens with the Patron Blocks tab displayed.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="PatInitCircBlocksPAT_500x411.png" style="width: 500;height: 411;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">On the <b>Patron Blocks</b> tab, select from the following options related to the patron record:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li><b>Free text blocks</b> - Blocks patrons whose records contain free-text blocks.</li>
|
||||
<li><b>Money owed</b> - Blocks patrons whose total charges are greater than a specified amount. If you select <b>Money owed</b>, select either<b> Over 2nd level fine amount</b>, or select <b>Over</b> and type an amount.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The second level fine amount depends on the setting for the governing library for patron blocks. For information about setting the governing library, see <a href="../PDPreceipts/Setting_Up_eReceipts.htm#XREF_29189_Set_the_governing">Set the governing library for circ transactions</a>. For information about setting the second level fine amount, see <a href="List_and_modify_loan_and_request_limit_entries.htm#XREF_77623_List_and_modify">List and modify loan and request limit entries</a>.</p>
|
||||
<ul>
|
||||
<li><b>Collection agency blocks</b> - Blocks patrons whose accounts are in collection.</li>
|
||||
<li><b>Verify borrower blocks</b> - Blocks patrons whose records require staff to verify the patron’s identity.</li>
|
||||
<li><b>At least.... lost items</b> - Blocks patrons who have one or more lost items. If you select this option, set the number of lost items that activates the block.</li>
|
||||
<li><b>At least.... overdue items</b> - Blocks patrons who have one or more overdue items. If you select this option, set the number of overdue items that activates the block. All renewals and ebook circulations by the patron are blocked if the patron has the specified number of overdue items, even if other items are not overdue.</li>
|
||||
<li><b>At least.... long overdue items</b> - Blocks patrons who have one or more long overdue items. If you select this option, set the number of long overdue items that activates the block. All renewals and ebook circulations by the patron are blocked if the patron has the specified number of long overdue items, even if other items are not overdue.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The period after which an overdue item changes to “long overdue” is set with the Patron Services parameter <b>Overdues: # of days until long overdue</b>. You can set the parameter at the system, library, or branch level.</p>
|
||||
<ul>
|
||||
<li><b>At least.... current claims</b> - Blocks patrons who have one or more current claims that they have returned or never had items that are still shown as checked out. If you select this option, set the number of current claims that activates the block.</li>
|
||||
<li><b>At least.... total claims</b> - Block patrons who have one or more total claims that they have returned or never had items that are still shown as checked out, regardless of whether or how the claims have been resolved. If you select this option, set the number of total claims that activates the block.</li>
|
||||
<li><b>Library-assigned blocks</b> - Select any library-assigned blocks that, when they appear in the patron record, should block PAC and telephone renewals and ebook circulation.</li>
|
||||
<li><b>Patron code blocks</b> - Select patron codes that should be blocked from making PAC and telephone renewals or checking out ebooks.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">Click the <b>Item Blocks</b> tab. The Item Blocks tabbed page displays options that block renewals and ebook circulation according to conditions related to the item record.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="IBlocksDX.gif" style="margin-bottom: 0.000pt;width: 500;height: 410;" id="image39" src="PatInitCircBlocksITEM_500x410.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Set the item record conditions that should block renewals:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li><b>Has a free text block</b> - Blocks renewals or (ebook circulation) on any item with a free-text block.</li>
|
||||
<li><b>Is overdue</b> - Blocks renewal on any overdue item.<p><b>Is long overdue</b> - Blocks renewal on any long-overdue items.</p></li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The period after which an overdue item changes to “long overdue” is set with the Patron Services parameter <b>Overdues: # of days until long overdue</b>. You can set the parameter at the system, library, or branch level.</p>
|
||||
<ul>
|
||||
<li><b>Library-assigned blocks</b> - Select any library-assigned blocks for the item’s assigned branch that should block PAC and telephone renewals and ebook circulation when they appear in the item record.</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li value="6">Click <b>OK</b> in the dialog box. The Administration Explorer appears.</li>
|
||||
<li value="7">Select <b>File </b>><b> Save</b> to save any changes. The status bar indicates that the record is saved.</li>
|
||||
</ol>
|
||||
<p>Related Information</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Patron blocks</span> - Library-assigned blocks available for patron records are defined in the Patron Blocks policy table. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="Defining_Patron_Block_Descriptions.htm#XREF_30175_Defining_Patron">Defining Patron Block Descriptions</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Item blocks</span> - Library-assigned blocks available for item records are defined in the Item Block Descriptions database table. See <a href="Defining_Item_Blocks.htm#XREF_91520_Defining_Item">Designating Floating Collections</a>.</li>
|
||||
<li><span class="FM_BulletHead">Loan limit blocks, including fine limits</span> - Loan, fine, and request limits are set in the Patron/Material Type Loan Limit Blocks policy table. See <a href="Defining_Loan_and_Request_Limit_Blocks.htm#XREF_15218_Defining_Loan">Defining Loan and Request Limit Blocks</a>.</li>
|
||||
<li><a name="kanchor606"></a><a name="IX_self_check_Polaris"></a><span class="FM_BulletHead">Other blocks on self-check circulation - </span>For SIP self-check equipment, see <a href="../PDPselfcheck/Set_SIP_self-check_parameters.htm">Set SIP self-check parameters</a>. For Polaris ExpressCheck, see the <span class="FM_Emphasis" style="font-style: italic;">Polaris ExpressCheck Administration Guide</span>.</li>
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<h1><a name="XREF_69077_Set_up_blocks_for"></a>Set up blocks for claims</h1>
|
||||
<p><a name="kanchor769"></a><a name="IX_setting_for_claims"></a><a name="kanchor770"></a><a name="IX_setting_limits_for_blocks"></a>When a patron receives an overdue notice or a bill, the patron may claim that she never had an item or that the item was returned. The claim is recorded in the patron’s record. You can set Polaris to block transactions for patrons who have too many claims. To block patron accounts automatically based on current and total claims:</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>Claims: Number patron can have at one time</b>, and type or select the number of <span class="FM_Emphasis">current</span> (unresolved) claims a patron can have before the patron’s account is blocked.</li>
|
||||
<li value="3">Double-click <b>Claims: Total number allowed</b>, and type or select the number of <span class="FM_Emphasis">total</span> (lifetime) claims a patron can have before the patron’s account is blocked.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Staff with appropriate permission can reset this count to 0. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services/PPclaims/Reset_patrons_total_claims_count.htm#XREF_87172_Reset_a_patron_s">Reset a patron’s total claims count</a>.</MadCap:conditionalText></p>
|
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<li value="4">Select <b>File </b>><b> Save</b>.</li>
|
||||
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|
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<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Overdue fines on claimed items in estimated fines</span> - See <a href="Set_up_estimate_accrued_fine_calculations_and_blocking.htm#XREF_11337_Set_up_estimate">Set up estimate accrued fine calculations and blocking.</a></p>
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<h1>Set up check-out limits by material type groups</h1>
|
||||
<p>To set up material type groups and set check-out limits for specific patron codes:</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>Material type groups</b>. The Material Type Groups dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="MatTypGrpDef.gif" style="width: 241.759pt;height: 171.199pt;margin-bottom: 0.000pt;" id="image35" src="MatTypGrpDef.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Define a material type group:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Type a name for the group in the <b>Group definition</b> box.</li>
|
||||
<li value="2">Click <b>Add Group</b>. The new group appears in the Group name list at the top left portion of the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="MatTypCreateGroup.gif" style="width: 241.759pt;height: 171.199pt;margin-bottom: 0.000pt;" id="image36" src="MatTypCreateGroup.gif" /> </p>
|
||||
<ol start="4">
|
||||
<li value="4">Assign material types to the group:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the new group name in the Group Name list.</li>
|
||||
<li value="2">In the Material Type Assignment list, check the material types that should be included in the group. Because a material type can belong to only one group, the list displays the material types not already assigned to another group for this organization. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot add all material types to a group.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Assign patron codes and patron code limits to the group:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select the group in the Group Name list.</li>
|
||||
<li value="2">In the Patron Code list, check the patron codes that should have a limit for this group. If several patron codes should have the same limit, select the appropriate codes. If all patron codes should have the same limit, click <b>Select All</b>.</li>
|
||||
<li value="3">In the number control, specify the number of items allowed for the selected patron codes, and click <b>Apply</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="MatTypPatronLimit.gif" style="margin-bottom: 0.000pt;width: 349;height: 247;" id="image37" src="MatTypPatronLimit_349x247.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="4">Repeat steps a and b to set different limits for different patron codes.</li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">Click <b>OK</b> to save your group settings.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Modify a material type group</span> - In the Material Type Groups dialog box, select the group in the Group Names list. You can then change the item material type and patron code selections, and set new limits. To modify the group name, select the group in the Group Names list. The name appears in the <b>Name</b> box. Edit the name and click <b>Modify Name</b>.</li>
|
||||
<li><span class="FM_BulletHead">Delete a material type group</span> - Select the group in the Group Names list. The name appears in the <b>Name</b> box. Click <b>Delete</b>. When you delete a material type group, the limits set for individual material types are applied at check-out.</li>
|
||||
<li><span class="FM_BulletHead">Patron codes</span> - See <a href="../PDPpatacct/Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>.</li>
|
||||
<li><span class="FM_BulletHead">Material types</span> - See <a href="../PDPitems/Defining_Material_Types.htm#XREF_13377_Defining_Material">Defining Material Types</a>.</li>
|
||||
<li><span class="FM_BulletHead">Governing library for patron blocks</span> - The governing library for patron blocks determines which branch’s material limit settings are used. See <a href="Defining_Circ_and_Request_Limit_Blocks.htm">Defining Circ and Request Limit Blocks</a>.</li>
|
||||
</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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_11337_Set_up_estimate"></a>Set up estimate accrued fine calculations and blocking</h1>
|
||||
<p><a name="kanchor5867"></a><a name="IX_estimated_settings"></a>To set whether to include lost and/or claimed items in accrued fine estimates, and whether to include accrued fines in blocking calculations:</p>
|
||||
<ol>
|
||||
<li value="1">In Polaris Administration (system level only), double-click the Patron Services parameter <b>Accrued fine options</b>. The Accrued fine options dialog box opens.</li>
|
||||
<li value="2">If you want to include overdue fines for claimed items in the estimated fine calculation, select <b>Include claimed items in accrued fines</b>. When this option is checked, the claims list view in the Patron Status workform displays <b>Claimed/Accruing</b> for claimed items with accruing overdue fines.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the system-level Patron Services parameter <b>Overdues: Charge fines for claimed items</b> is set to <b>No</b>, and the <b>Include claimed items</b> option for accrued fines is set to <b>Yes</b>, no overdues will accrue. The <b>Include claimed items</b> option setting has no impact in this case.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If you want to include overdue fines for lost items in the calculation, select <b>Include lost items in accrued fines</b>. When this option is checked, the claims list view in the Patron Status workform displays enhanced information for lost items with accruing overdue fines as follows:</li>
|
||||
</ol>
|
||||
<p class="indent2"><span class="FM_BulletHead">Overdue is charged when the item is billed</span>:</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>Lost with unpaid replacement and unpaid overdue: <b>Lost/Unpaid</b></li>
|
||||
<li>Lost with paid replacement and unpaid overdue: <b>Lost/Accruing</b></li>
|
||||
<li>Lost with unpaid replacement and paid overdue: <b>Lost/Unpaid</b></li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="indent2"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Overdue is charged when returned:</span>
|
||||
</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>Lost with unpaid replacement and accruing overdue: <b>Lost/Unpaid</b></li>
|
||||
<li>Lost with paid replacement and accruing overdue: <b>Lost/Accruing</b></li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the branch-level Patron Services parameter <b>Lost items charge options: Charge overdue when returned</b> is set to <b>No</b>, and the <b>Include lost items</b> option for accrued fines is set to <b>Yes</b>, no overdues will accrue. The <b>Include lost items</b> option setting has no impact in this case. If <b>Lost items charge options: Charge overdue when returned</b> is set to <b>Yes</b>, the lost item charge options are applied according to the governing library for fines.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">If you want to block patrons based on estimated fine amounts, select <b>Block for estimated fines</b>.</li>
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><b style="font-size: 11pt;">Displaying estimated fines</b> - <a href="Calculating_and_Blocking_for_Estimated_Accrued_Fines.htm#TOC_Displaying_Estimated">Displaying Estimated Fines</a></li>
|
||||
<li><span class="FM_BulletHead">Claims settings</span> - <a href="Set_up_blocks_for_claims.htm#XREF_69077_Set_up_blocks_for">Set up blocks for claims</a></li>
|
||||
<li><span class="FM_BulletHead">Lost item settings</span> - <a href="../PDPfines/Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a></li>
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<h1>Set Check In list view fields for patron and item data</h1>
|
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<p><a name="kanchor5724"></a><a name="IX_setting_data_fields"></a>To specify the information that appears in the list view of the Check In workform:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set these options at the system, library, or branch level.</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>Check-in: Listview options</b>. The Check-in listview options dialog box appears.</li>
|
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</ol>
|
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<p class="indent2">
|
||||
<img alt="CheckInListOps.gif" style="margin-bottom: 0.000pt;width: 197;height: 199;" id="image4" src="CheckInListOps_197x199.gif" /> </p>
|
||||
<ol data-mc-continue="true">
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||||
<li value="3">In the Normal column, select the fields (<b>Title</b>, <b>Material Type</b>, <b>Call Number, Shelf Location,</b> <b>Patron Name, Assigned Branch, Collection</b>) to display for normal check-in. The selected fields will be displayed as data columns in the Check In workform list view for normal check-in. The title field includes issue information for serials.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Select <b>Assigned Branch</b> if you allow circulation staff to change an item’s barcode, circulation status, or shelf location from the Check In Workform. These operations can be performed only when an item’s assigned branch is the same as the workstation’s logged-in branch, so it is useful to know the assigned branches of the items in the Check In list view.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">In the Bulk column, select the fields (<b>Title</b>, <b>Material Type</b>, <b>Call Number, Shelf Location,</b> <b>Patron Name, Assigned Branch, Collection</b>) to display for bulk check-in. The selected fields will be displayed as data columns in the Check In workform list view for bulk check-in.</li>
|
||||
</ol>
|
||||
<p class="indent4">These settings (except <b>Patron Name</b>) are also used in the Check-In Shelf-Ready Materials workform if your library sends Enriched EDI orders using Polaris Acquisitions and receives and checks in shipments of shelf-ready barcoded materials. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Patron_Services/PPckin/Checking_In_Shelf-Ready_Items.htm#XREF_33764_Checking_In_New">Checking In Shelf-Ready Items</a>.</MadCap:conditionalText></p>
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<li value="5">Click <b>OK</b> on the dialog box. The Administration Explorer appears.</li>
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<li value="6">Select <b>File </b>><b> Save</b>.</li>
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<h1>Set item data fields for the Check Out workform</h1>
|
||||
<p><a name="kanchor792"></a><a name="IX_setting_item_data_fields"></a>To set which item information appears, and the order in which it appears, in the list view of the Check Out workform:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set these options at the system, library, or branch level.</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>Check-out: Listview options</b>. The Check-out Listview Options dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CheckOutListOps.gif" style="margin-bottom: 0.000pt;width: 277;height: 191;" id="image2" src="CheckOutListOps_277x191.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To display a field in the item list view on the Check Out workform, select the field in the <b>Options</b> list and click <b>Add</b>. The field is placed in the <b>Selections</b> list, and will be displayed as a data column in the list view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For serials, the title field includes issue information.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To move a column to the left or right in the workform list view, select the field in the <b>Selections</b> list, and click <b>Up</b> (left) or <b>Down </b>(right).</li>
|
||||
<li value="5">To remove a field from the list view, select the field in the <b>Selections</b> list, and click <b>Remove</b>. The field is placed in the <b>Options</b> list.</li>
|
||||
<li value="6">Click <b>OK</b> on the dialog box. The Administration Explorer appears.</li>
|
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<li value="7">Select <b>File </b>><b> Save</b>.</li>
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<h1>Set patron data fields for the Check Out workform</h1>
|
||||
<p><a name="kanchor4400"></a><a name="IX_setting_patron_data_1"></a><a name="kanchor4401"></a><a name="IX_setting_patron_data"></a>To set which optional patron data fields appear, and the order in which they appear, in the header of the Check Out workform:</p>
|
||||
<p class="NoteShade"><a name="kanchor4402"></a><a name="IX_setting_patron_data_2"></a><b>Note:<br /></b>You can set these options at the system, library, or branch level. The settings you make here also control the patron data displayed in the header of the Patron Status workform.</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>Check-out: Optional patron data</b>. The Optional Patron Data Display dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="OptPatronData.gif" style="margin-bottom: -24.165pt;width: 205;height: 143;" id="image1" src="OptPatronData_205x143.gif" /> </p>
|
||||
<p class="indent2"> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To display a field in the Check Out workform header, select the field in the <b>Options</b> list and click <b>Add</b>. The options include the user-defined fields set up for your system. The field is placed in the <b>Selections</b> list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select <b>eReceipt</b>, the field will be displayed regardless of whether you have enabled eReceipts for this organization. If eReceipts are enabled and you later decide to disable them, remember to remove the eReceipt option from the Check Out workform header. For more information about eReceipts, see <a href="../PDPreceipts/Setting_Up_eReceipts.htm#XREF_80825_Setting_Up">Setting Up eReceipts</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To move a field higher or lower in the workform header, select the field in the <b>Selections</b> list, and click <b>Up</b> or <b>Down</b>.</li>
|
||||
<li value="5">To remove a field from the workform header, select the field in the <b>Selections</b> list, and click <b>Remove</b>. The field is placed in the <b>Options</b> list.</li>
|
||||
<li value="6">Click <b>OK</b> on the dialog box. The Administration Explorer appears.</li>
|
||||
<li value="7">Select <b>File </b>><b> Save</b>.</li>
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<h1><a name="XREF_62551_Setting_Up"></a>Setting Up Circulation Workforms</h1>
|
||||
<p>You can customize the fields that appear on the Check Out and Check In workforms, so that only the information needed by your staff members is displayed. These options can be set at the system, library, or branch level using the Patron Services parameters <b>Check-out: Optional patron data</b> and <b>Check-in: Listview options</b>. The settings for the Check Out workform also apply to the patron data in the header of the Patron Status workform.</p>
|
||||
<p>You can specify different fields for normal and bulk check-ins using the Check-In Listview options. The settings for bulk checkin also apply to the Receive Shipment workform available from the Acquisitions menu.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Setting_Up_the_Check_Out_Workform.htm#XREF_90466_Setting_Patron">Setting Up the Check Out Workform</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_the_Check_In_Workform.htm#XREF_12405_Setting_Up_the">Setting Up the Check In Workform</a>
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<h1><a name="XREF_12405_Setting_Up_the"></a>Setting Up the Check In Workform</h1>
|
||||
<p><a name="kanchor4513"></a><a name="IX_customizing_data_fields_1"></a>Use the Patron Services parameter <b>Check-in: Listview options</b> to customize the Check In workform so that only the patron and item information needed by your staff displays in the workform. You can specify different fields for normal and bulk check-in.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library sends enriched EDI orders using Polaris Acquisitions and receives and checks in shipments of shelf-ready barcoded materials, your settings for bulk check-in are also used for the Check-In Shelf-Ready Materials workform. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="../../Patron_Services/PPckin/Checking_In_Shelf-Ready_Items.htm#XREF_33764_Checking_In_New">Checking In Shelf-Ready Items</a>.</MadCap:conditionalText></p>
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|
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<p>See also: <a href="Set_Check_In_list_view_fields_for_patron_and_item_data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Check In list view fields for patron and item data</span></a></p>
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<h1><a name="XREF_90466_Setting_Patron"></a>Setting Up the Check Out Workform</h1>
|
||||
<p><a name="kanchor2107"></a><a name="IX_customizing_data_fields"></a>You can customize the Check Out workform so that only the patron and item information needed by your staff is displayed. Patron data fields are displayed in the workform header. Item data is displayed in the columns of the item list view.</p>
|
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<p class="indent2">
|
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<img alt="CheckOutOps.gif" style="margin-bottom: 0.000pt;width: 445;height: 247;" id="image0" src="CheckOutOps_445x247.gif" /> </p>
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|
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<ul>
|
||||
<li><a href="Set_patron_data_fields_for_the_Check_Out_workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set patron data fields for the Check Out workform</span></a>
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<h1><a name="XREF_23374_Processing"></a>Collection Processing Reports</h1>
|
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<p><a name="kanchor5880"></a><a name="IX_collection_agency_2"></a><a name="kanchor5881"></a><a name="IX_reports_overview"></a>Three reports are created in Polaris and sent to the collection agency. The Submission Report and the Update Report are scheduled to run in overnight batch processing, while the Collection Agency Synchronization Report is run on demand. These reports are ASCII text files that can be imported into Microsoft Excel or another spreadsheet application to format as needed.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Collection Agency reports depend on the SQL Server job <b>Polaris_Collection. </b>Before running reports, in SQL Enterprise Manager, check that the SQL Server job <b>Polaris_Collection</b> is scheduled properly and enabled. The schedule should not interfere with other running jobs.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5882"></a><a name="IX_Submission_Report_1"></a><span class="FM_BulletHead">Submission Report</span> - Includes all patrons who have been flagged for collection since the last Submission Report was generated. See <a href="Using_a_Collection_Agency.htm#XREF_19362_Using_a_Collection">Using a Collection Agency</a>. These patrons are not included in subsequent Submission reports unless their patron records are cleared, and they qualify at a later time. The report runs in overnight batch processing on a regular schedule and is transmitted to the collection agency automatically. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="Set_up_collection_agency_processing.htm#XREF_76604_Configure">Set up collection agency processing</a>.</MadCap:conditionalText> </li>
|
||||
<li><a name="kanchor5883"></a><a name="IX_Update_Report_1"></a><span class="FM_BulletHead">Update Report</span> - Includes all patrons whose accounts are in collection and have had any activity (new charge, payment, or waive) at the reporting organization since the last report (Submission or Update) was generated. The report runs in overnight batch processing on a regular schedule and is transmitted to the collection agency automatically. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="Set_up_collection_agency_processing.htm#XREF_76604_Configure">Set up collection agency processing</a>.</MadCap:conditionalText> </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>To be sure the system reports the recovery of lost items correctly, set the Patron Services parameter <b>Overdues: Billed items set to lost</b> to <b>Yes</b>.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5884"></a><a name="IX_Synchronization_report"></a><a name="XREF_89620_Collection_Agency"></a><span class="FM_BulletHead">Collection Agency Synchronization </span>Report- Summary of all patrons currently reported to the collection agency. It includes each patron’s barcode, name, and the amount due. The Balance Due System is the amount a patron owes to all reporting organizations, and the Balance Due Org is the amount a patron owes to the reporting library. (If the reporting organization is the system, the amounts are the same.) It is possible that the patron may be reported on behalf of more than one library; for example, if the reporting options are set to Item’s Branch. In this case the patron would appear twice in the report, once for each reporting organization, and the Balance Due System is the total amount owed to both organizations. Also, the patron may have an actual account balance greater than the Balance Due System. This would happen if the patron owed additional charges to a third library that did not report to the collection agency. That larger amount, the sum of amounts due to the two reporting libraries and the one that did not report, is not included in the Synchronization Report because it does not impact any collection agency processing. The collection agency may use this report to verify that its records are accurate. You can run this report on demand, at any time. When you run the report, it is automatically transmitted to the collection agency. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="Generate_the_Collection_Agency_Synchronization.htm#XREF_14366_Generate_the">Generate the Collection Agency Synchronization</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
<p>In addition to the three reports intended for the collection agency, formatted reports for library use are available from <b>Utilities</b>, <b>Reports</b> on the Polaris Shortcut Bar:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Collection Agency Summary</span> - Lists all patrons in collection and the amounts they owe.</li>
|
||||
<li><span class="FM_BulletHead">Collection Agency Detail</span> - Lists all transactions on accounts submitted to collection within a specified date range. </li>
|
||||
</ul>
|
||||
<p>For more information about running and printing these reports, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Polaris_Basics/PIfindrec/Doing_a_Keyword_Search.htm#XREF_56667_Patron_Accounting">Patron Financial Reports</a>.</MadCap:conditionalText></p>
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<h1><a name="XREF_14366_Generate_the"></a>Generate the Collection Agency Synchronization Report</h1>
|
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<p><a name="kanchor117"></a><a name="IX_running"></a>The Collection Agency Synchronization Report identifies patrons currently reported to the collection agency, with their balances. It is recommended that you run it at least quarterly. To run this report.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Collection Agency reports depend on the SQL Server job <b>Polaris_Collection. </b>Before running reports, in SQL Enterprise Manager, check that the SQL Server job <b>Polaris_Collection</b> is scheduled properly and enabled. The schedule should not interfere with other running jobs.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Utilities, Reports and Notices</b> on the Polaris Shortcut Bar (staff client). The Polaris Reports dialog box appears.</li>
|
||||
<p class="indent2">
|
||||
<img alt="PolReportsDx.gif" style="margin-bottom: 0.000pt;width: 406;height: 232;" id="image4" src="PolReportsDx_406x232.gif" /> </p>
|
||||
<li value="2">Expand the <b>Notices</b> folder.</li>
|
||||
<li value="3">Select the <b>Collection Agency</b> folder under <b>Notices</b>.</li>
|
||||
<li value="4">Double-click <b>Collection Agency Synchronization</b> in the <b>Available Reports</b> list. The Report Parameter Wizard appears.</li>
|
||||
<li value="5">Select the organization(s) for which you want to run the report, or select <b>All</b>, and click <b>Submit</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The organizations available for selection depend on the setting in the Staff Client profile <b>Report Server</b>. See <a href="../../UI_Ref/PRadmin/Report_Server_Set_Up_Dialog_Box.htm">Report Server Set Up Dialog Box</a>.</p>
|
||||
<p class="indent2">The report is created and transmitted to the collection agency according to the Polaris Administration collection agency settings you made for the Submission and Update reports. For information about these settings, see <a href="Set_up_collection_agency_processing.htm#XREF_76604_Configure">Set up collection agency processing</a>.</p>
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<h1><a name="XREF_60611_Setting"></a>Managing Collection Agency Services</h1>
|
||||
<p>Your library may contract with a collection agency to encourage patrons to pay their fines or return borrowed items. Delinquent accounts are reported to the collection agency automatically, and the patron records automatically updated, according to settings you make in Polaris Administration.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Innovative Interfaces charges a modest annual site license fee to use the collection agency interface in Polaris. Contact your Site Manager at Innovative Interfaces for additional information.</p>
|
||||
<p>If your library uses a second collection agency to collect from patron accounts that were not settled with the first agency, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDPProfRef/Patron_Services_Profiles_Reference.htm">Second Level Collection Agency Management</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Using_a_Collection_Agency.htm#XREF_87761_Using_a_Collection">Using a Collection Agency</a>
|
||||
</li>
|
||||
<li><a href="Collection_Processing_Reports.htm#XREF_23374_Processing">Collection Processing Reports</a>
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<h1><a name="XREF_19362_Using_a_Collection"></a><a name="XREF_87761_Using_a_Collection"></a>Using a Collection Agency</h1>
|
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<p class="NoteShade"><b>Note:</b>
|
||||
<br />For information about the setup in Polaris Administration, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="Set_up_collection_agency_processing.htm#XREF_76604_Configure">Set up collection agency processing</a>.</MadCap:conditionalText></p>
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<p><a name="kanchor1821"></a><a name="IX_overview_administration_2"></a>Collection agencies differ in notification practices and in how repayment is obtained. Some collection agencies, such as Unique Management Services (UMS), manage all collection communications with patrons who have delinquent accounts, but the patrons make all payments directly to the library. For other collection agencies, the library may send a fine notice warning the patron that the account will be turned over to collection. Once the account is turned over, patrons may make payments to the collection agency as well as to the library. Your library’s contract with the collection agency determines the cost to the library for collection agency services. To recoup some of these costs, you can set a collection fee on delinquent patron accounts.</p>
|
||||
<p>Regardless of communication and payment methods, collection agency services rely on the automatic reporting capabilities of Polaris. Polaris automatically transmits a Submission Report of delinquent patron information and an Update Report of patron account activity to the collection agency, via e-mail, FTP, or both. You can have Polaris send copies of the reports to a library staff member for verification and backup. In addition, a Synchronization Report lists all currently reported patrons with their balances. You can run this report manually, any time.</p>
|
||||
<p><a name="kanchor1822"></a><a name="IX_reporting_patrons"></a>A patron’s account is considered delinquent and is included on the Submission Report when all the following conditions exist:</p>
|
||||
<ul type="disc">
|
||||
<li>The patron owes an amount of money over a library-defined limit.</li>
|
||||
<li>The money has been owed longer than a library-specified period of time.</li>
|
||||
<li>The specific patron has not been excluded from collection reporting (the <b>Exclude from collection agency</b> checkbox is not selected on the Patron Registration workform - General view).</li>
|
||||
<li>The patron code in the patron record has not been excluded from collection reporting.</li>
|
||||
</ul>
|
||||
<p>The total amount reported may include charges of all types, replacement costs, processing fees, and collection fees. Or, you can opt to report patron accounts based only on lost item charges (see <a href="#XREF_22428_Reporting_for_Item">Reporting for Lost Item Charges Only</a>).</p>
|
||||
<p>Accrued overdue fines that have not yet been charged are not included in the calculation for reporting to a collection agency. See <a href="#XREF_11603_Calculating_and">Calculating and Blocking for Estimated Accrued Fines</a>.</p>
|
||||
<p>The following events occur during collection agency processing:</p>
|
||||
<ul type="disc">
|
||||
<li>After collection agency functions are started, the system identifies delinquent patrons. The Submission Report is produced during overnight batch processing and is sent to the collection agency by e-mail or FTP. The report includes all patron accounts that match the criteria you set in Polaris Administration. See <a href="Collection_Processing_Reports.htm#XREF_23374_Processing">Collection Processing Reports</a>.</li>
|
||||
<li>A system-generated collection block and collection fee (if specified) is automatically added to the patron record. Only staff members with the system-level Circulation permission <b>Override collection agency block: Allow</b> can override the block.</li>
|
||||
<li>The collection agency encourages the patron to settle with the library, or collects money directly from patrons and transmits it to the library.</li>
|
||||
<li>The patron pays all participating libraries all the money that is owed, including fines and collection fees incurred after being reported to the collection agency. When the patron no longer owes money to the reporting libraries, the patron’s account is out of collection. (The patron may still owe money to non-participating libraries.) The block is automatically removed from the patron’s account, and the patron’s account is considered to be out of collection.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the patron’s account is not paid down to $0.00 at all the participating organizations, the patron’s account is still in collection. If the patron’s account is paid down to $0.00 after submission to collection, but the patron incurs a new fine before the Update Report is generated, the patron’s account is still in collection.</p>
|
||||
<ul type="disc">
|
||||
<li>The Update Report is generated during overnight batch processing, and is sent to the collection agency by e-mail or FTP. The report includes all patrons who have been identified for collection and have had any activity (payment, waiver, or new charge) at the reporting organization since the last report, either the Submission Report or Update Report, was generated.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can manually remove a patron’s account from collection. For information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="#XREF_23724_Remove_a_patron">Remove a patron account from collection</a>. </MadCap:conditionalText>However, the action is not included in any automatic collection agency reports.<span class="FM_Emphasis"> If a patron’s account is manually removed from collection, you must inform the collection agency.</span></p>
|
||||
<p>If your library uses a second level of collections with the first agency reporting patron accounts that are still unsettled to the library and the library referring these accounts to a second collection agency, see <a href="#" class="selected">Second Collection Agency Management.</a></p>
|
||||
<p class="FM_Heading3"><a name="TOC_Reporting_for_Lost_Item"></a><a name="XREF_22428_Reporting_for_Item"></a>
|
||||
</p>
|
||||
<h2><a name="Reportin"></a>Reporting for Lost Item Charges Only</h2>
|
||||
<p><a name="kanchor1823"></a><a name="IX_reporting_for_lost_item"></a>Patron accounts can be sent to collection based only on lost item charges (combined replacement and processing fees). No other charges are included when determining if the patron account should be reported. However, if the patron account does qualify for reporting based on lost item fees, the total amount owed, including all charges such as overdue fines or printing, is sent to the agency. Similarly, after a patron account is submitted to the collection agency, all new charges of any type are included in the Update Report, not just lost item fees.</p>
|
||||
<p>A patron account is sent to collection based on a threshold amount you specify. If you set the “item fees only” option, the calculation to determine if the patron meets the minimum balance for reporting is based only on combined replacement and processing fee charges. For example, if the threshold amount is $25:</p>
|
||||
<ul type="disc">
|
||||
<li>A patron who owes $30 in combined replacement cost and processing charges for lost items will be reported to the collection agency. If this patron owes an additional $10 in overdue fines, making his total owed $40, when the account is submitted to the agency his amount owed will be $40, and the account will not be cleared until the balance is $0.</li>
|
||||
<li>A patron who owes $20 in combined replacement cost and processing charges and $10 in overdue fines will not be reported.</li>
|
||||
</ul>
|
||||
<p>The “item fees only” option is available only at the system level. If selected, it affects all calculations to determine if a patron account qualifies for reporting, regardless of the <b>Reporting Level </b>setting (System, Library, Branch) or <b>Reporting By</b> setting (Patron Branch, Item Branch, Loaning Branch). For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="Set_up_collection_agency_processing.htm#XREF_76604_Configure">Set up collection agency processing</a>.</MadCap:conditionalText> </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When you set the “item fees only” option, calculations for new collection agency submissions from that point on will be affected. Patron accounts reported under previous rules are not affected.</p>
|
||||
<h2><a name="TOC_Reporting_Minors"></a><a name="XREF_72561_Reporting_Minors"></a>Reporting Minors</h2>
|
||||
<p><a name="kanchor1824"></a><a name="IX_reporting_minors"></a>Polaris identifies patrons under the age of 18 from the <b>Birth date</b> field in the patron record. You can specify a guardian for collection purposes by setting up a user-defined field (UDF) for the guardian’s patron barcode. See <a href="../PDPpatacct/Setting_Up_User-Defined_Fields.htm">Setting Up User-Defined Fields</a>. In this case, the Submission Report to the collection agency lists the guardian’s address and telephone numbers for collection purposes. If you use library-generated fine notices, the message regarding the minor’s delinquent account is addressed to the minor, in care of the guardian, at the guardian’s address. If the patron’s record does not include a birth date, but does contain a UDF with a valid patron barcode, the patron is reported as a minor. If the system cannot identify the UDF barcode as a patron, the delinquent patron is reported on her own behalf (not as a minor).</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Innovative Interfaces sets up user-defined fields at implementation. If you plan to use collection agency services, and you want to specify a UDF to use for the guardian barcode, you must have Innovative Interfaces set up the UDF.</p>
|
||||
<h2><a name="TOC_Collection_Agency"></a><a name="XREF_65697_Collection_Agency"></a>Collection Agency Reporting via FTP</h2>
|
||||
<p><a name="kanchor1825"></a><a name="IX_FTP_report_transmission"></a>You can transmit Submission and Update reports to your collection agency via FTP (File Transfer Protocol), instead of or in addition to e-mail. </p>
|
||||
<p>FTP is a method of  sending data files to (or retrieving them from)  specified locations on remote servers.  In Polaris Administration, the library  specifies the FTP address on the collection agency server. When the process runs, the Submission and Update files are automatically placed on the remote server.</p>
|
||||
<p>Depending on the collection agency’s requirements, the FTP file location for multiple branches may require individual folders for each branch or library, or a single folder containing the data files from all locations. For example, UMS prefers a single folder since the files for individual branches are distinguished by file name.</p>
|
||||
<h3 style="font-size: 12pt;"><a name="XREF_99085_Secure_FTP_and"></a>Secure FTP and Third-Party FTP software</h3>
|
||||
<p>Polaris also supports SFTP (Secure FTP), a secure way to transmit the data. If the library chooses to use SFTP, you must install a third-party SFTP program on the library network. You can also use third-party FTP software that does not support SFTP. In either case, you specify the program executable and any associated parameters in Polaris Administration.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some networks may have restrictions on FTP or on file sizes, and there may be firewall settings that prevent FTP. The library is responsible for clearing the way for FTP on the local network.</p>
|
||||
<h3 style="font-size: 12pt;"><a name="XREF_16028_Active_FTP"></a>Active FTP</h3>
|
||||
<p>Some collection agencies may support Active FTP. Active FTP allows the remote service to initiate the connection to begin the transfer. However, the firewall on some networks will not allow this, so Passive mode is used. If the remote server accepts Active FTP, you can select the option in your Polaris Administration setup. As with Passive mode, the remote service will need to provide the parameters necessary to connect via Active FTP.</p>
|
||||
<h3 style="font-size: 12pt;"><a name="XREF_50461_E_Mail_Summary"></a>E-Mail Summary</h3>
|
||||
<p>The Polaris Administration e-mail setup for collection agency processing includes an option to send an e-mail summary only. When this option is selected, the program sends a summary to the specified e-mail addresses instead of a full report. The summary e-mail includes the summary data normally included in the full report. (This summary data is not included in the FTP files.) The header of the summary includes a mapping of the UDFs included in the files. The summary option should be used in connection with FTP transmission to alert the designated recipients that the reporting process ran.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The e-mail summary option is intended to be used with the FTP option. If the library sends files to the agency via e-mail but does not use FTP, do not select this option.</p>
|
||||
<p>The e-mail summary feature is also valuable if there are transmission errors. If the FTP transmission fails for any reason, the summary e-mail message indicates that the process failed. The message includes the filename of the document to be sent and a reason for the failure, if one can be determined.</p>
|
||||
<h3 style="font-size: 12pt;">Sending the Files</h3>
|
||||
<p>When you enable FTP transmission, the Submission and Update reports are automatically sent to the designated file location, and a copy of the report file is automatically saved to a local directory on your server:<br /> <b>\[Polaris Data Path]\[Version No.]\Logs\SSIS\CollectionAgency\Reports </b></p>
|
||||
<p>If you report by branch or library, each location has a subdirectory: <b>SSIS\CollectionAgency\Reports\AMS-3</b></p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If both e-mail and FTP output options are selected, only one copy is sent to the local directory.</p>
|
||||
<h2>Setting Up FTP Transmission in Polaris Administration</h2>
|
||||
<p>Before you begin setting up FTP transmission in Polaris Administration, contact your collection agency to determine the following:</p>
|
||||
<ul type="disc">
|
||||
<li>FTP server location</li>
|
||||
<li>FTP port</li>
|
||||
<li>FTP folder name</li>
|
||||
<li>Your user name and password for the agency’s FTP server</li>
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|
||||
<h1>Add course schedule information for course reserves</h1>
|
||||
<p><a name="kanchor2482"></a><a name="IX_Course_Term_table"></a>You associate the schedule entries with a branch organization. To add course terms and dates to the Course Reserves: Course Term table:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Add appropriate course terms, years, start dates, and end dates to this table at regular intervals (for example, annually).</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Course Reserves: Course terms</b>. The Course Terms table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CourseTermsTabl.gif" style="margin-bottom: 0.000pt;width: 409;height: 225;" id="image5" src="CourseTermsTabl_409x225.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00533.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image6" src="btnInsert00533_28x27.gif" /> to display the Insert Course Terms dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InsertTerm.gif" style="margin-bottom: 0.000pt;width: 269;height: 118;" id="image7" src="InsertTerm_269x118.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the branch in the <b>Organization Name</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the Course Terms policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type a term name (such as <b>Fall</b> or <b>Spring</b>) in the <b>Course Term</b> box.</li>
|
||||
<li value="5">Type a four-digit year (such as <b>2012</b>) in the <b>Term</b> <b>Year</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Course Term</b> and <b>Term Year</b> values together provide an option that a staff member can select when creating a course reserve record. For example, if you create an entry for <b>Fall 2012</b> in the Course Terms table, a staff member can choose this value to identify a course in a course reserve record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Set the course start date:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the calendar icon on the <b>Course Start Date</b> box. The calendar appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InsertTermDate.gif" style="margin-bottom: 0.000pt;width: 447;height: 254;" id="image8" src="InsertTermDate_447x254.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Click the month arrows until the month for the start date appears.</li>
|
||||
<li value="3">Click the date on which the course starts. The Start Date calendar closes.</li>
|
||||
</ol>
|
||||
<ol start="7">
|
||||
<li value="7">Set the course end date (must be after the course start date):</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the calendar icon on the <b>Course End Date</b> box. The calendar appears.</li>
|
||||
<li value="2">Click the month arrows until the month for the end date appears.</li>
|
||||
<li value="3">Click the date on which the course ends. The End Date calendar closes.</li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li value="8">Click <b>OK</b> in the dialog box. The Course Term table  is displayed with the new entry. The status bar indicates that the modification is pending.</li>
|
||||
<li value="9">Select <b>File </b>><b> Save</b> to save your changes. The status bar indicates that the record is saved.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <img alt="ModIcon00534.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image9" src="ModIcon00534_28x27.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Delete a table entry</span> - You can delete an entry only if it is not being used in a current course reserve record. Select the entry and click <img alt="btnDelete00535.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image10" src="btnDelete00535_28x26.gif" />.</li>
|
||||
</ul>
|
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</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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<h1>Add courses for course reserves</h1>
|
||||
<p><a name="kanchor4341"></a><a name="IX_adding_courses"></a><a name="kanchor4342"></a><a name="IX_Course_Names_table"></a>When you add courses, you associate each course entry with a branch organization, and specify more detailed identification information about each course. To add individual courses to the Course Names table:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can set up one or two “dummy” courses to accommodate special situations. For example, a library may put valuable or special items on permanent reserve behind the circulation desk. You might name the “course” for these items <b>CircDesk</b>. Although they are not reserved for an actual course, you can use course reserve functionality to control their circulation.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Course Reserves: Course names</b>. The Course Names table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CourseNamesTabl.gif" style="margin-bottom: 0.000pt;width: 458;height: 262;" id="image0" src="CourseNamesTabl_458x262.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image1" src="btnInsert_28x27.gif" /> to display the Insert Course Names dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InsertCourse.gif" style="margin-bottom: 0.000pt;width: 269;height: 118;" id="image2" src="InsertCourse_269x118.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the branch in the <b>Organization Name</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the Course Names policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Omit initial articles (A, An, The) from the course name. Unlike most searches in Polaris, if the course name begins with an article (A, An, The), you must include the article or use a wildcard character in the Polaris Find Tool search term.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the appropriate values in the <b>Course Name</b>, <b>Course Number</b>,<b> Section Number</b>, and <b>Course Abbreviation</b> boxes.</li>
|
||||
</ol>
|
||||
<p class="indent2">The course number, section number, and course abbreviation are optional. Each value you specify will appear as a selectable option in the course reserve record workform. See the following examples:</p>
|
||||
<ul type="disc">
|
||||
<li>If a course is always identified by a unique name and number combination, you can set up the table entry so that selecting the course name in the course reserve record workform always provides the correct course number.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>For a course listed as CIS631 Computer and Network Security, add one Course Name table entry with these values:<br /><b>Course Name: Computer and Network Security <br />Course Number: CIS631<br /></b>When the course reserve record is set up for this course, selecting the name provides the correct number in the course number field.</p>
|
||||
<ul type="disc">
|
||||
<li>If courses are listed with common names but unique numbers, you may want to add separate entries for each name/number combination.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Courses are listed as English 101, English 102, and English 103. Add three Course Name table entries with these values:<br /><span class="FM_Emphasis">(Entry 1)<br /></span><b>Course Name: English <br />Course Number: 101<br /></b><span class="FM_Emphasis">(Entry 2)<br /></span><b>Course Name: English <br />Course Number: 102<br /></b><span class="FM_Emphasis">(Entry 3)<br /></span><b>Course Name: English <br />Course Number: 103<br /></b>When the course reserve records are set up for these courses, the staff member selects the course name <b>English</b>, then selects the course number from the options <b>101</b>, <b>102</b>, or <b>103</b>.</p>
|
||||
<ul type="disc">
|
||||
<li>Alternatively, you can make the course number part of the name itself, and leave the number blank.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Courses are listed as English 101, English 102, and English 103. Add three Course Name table entries with these values:<br /><span class="FM_Emphasis">(Entry 1)<br /></span><b>Course Name: English 101<br />Course Number: </b>(leave blank)<br /><span class="FM_Emphasis">(Entry 2)<br /></span><b>Course Name: English 102 <br />Course Number: </b>(leave blank)<br /><span class="FM_Emphasis">(Entry 3)<br /></span><b>Course Name: English 103<br />Course Number: </b>(leave blank)<br />When the course reserve records are set up for these courses, the staff member selects the course name <b>English 101</b>, <b>English 102</b>, or <b>English 103.</b> There are no course numbers to select.</p>
|
||||
<ol start="5">
|
||||
<li value="5">Click <b>OK</b>. The Courses table list is displayed with the new entry. The status bar indicates that the modification is pending.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save your changes. The status bar indicates that the record is saved.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <img alt="ModIcon.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image3" src="ModIcon_28x27.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Delete a table entry</span> - You can delete an entry only if it is not being used in a current course reserve record. Select the entry and click <img alt="btnDelete.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image4" src="btnDelete_28x26.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Add table entries from a new course reserve record</span> - Course names, course numbers, section numbers, and course abbreviations can also be added to the Course Names table from the Course Reserve workform in the staff client, by entering the information in the Add New Course Information dialog box. The information is added to the Course Names table for the branch that owns the course reserve record, and to the Course Names table at the system level. For more information, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services/PPcourseres/Setting_Up_Course_Reserve_Records.htm">Setting Up Course Reserve Records</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Specify the default search field for PAC course reserve searches</span> - See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Public_Access_Admin/PDOSearching/Specifying_Default_Search_Settings.htm">Specifying Default Search Settings</a>.</MadCap:conditionalText></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
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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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|
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|
||||
<h1>Add departments for course reserves</h1>
|
||||
<p><a name="kanchor361"></a><a name="IX_Departments_table"></a> You associate each department entry with a branch organization. To add academic departments to the Course Reserves: Departments table:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Course Reserves: Departments</b>. The Departments table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CourseDeptsTabl.gif" style="margin-bottom: 0.000pt;width: 401;height: 219;" id="image11" src="CourseDeptsTabl_401x219.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00536.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image12" src="btnInsert00536_28x27.gif" /> to display the Insert Departments dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InsertDept.gif" style="margin-bottom: 0.000pt;width: 269;height: 82;" id="image13" src="InsertDept_269x82.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the branch in the <b>Organization Name</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the Course Departments policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the name text in the <b>Department Name</b> box, and click <b>OK</b>. The <b>Department Name</b> list is displayed with the new entry. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b> to save your changes. The status bar indicates that the record is saved.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <img alt="ModIcon00537.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image14" src="ModIcon00537_28x27.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Delete a table entry</span> - You can delete an entry only if it is not being used in a current course reserve record. Select the entry and click <img alt="btnDelete00538.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image15" src="btnDelete00538_28x26.gif" />.</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
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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>Add schools/divisions for course reserves</h1>
|
||||
<p><a name="kanchor1130"></a><a name="IX_School_Divisions_table"></a> You associate each school or division entry with a branch organization.</p>
|
||||
<p>To add schools or divisions to the Course Reserves: School/Divisions table:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Course Reserves: School/Divisions</b>. The School/Divisions table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CourseSchoolsTabl.gif" style="margin-bottom: 0.000pt;width: 401;height: 219;" id="image16" src="CourseSchoolsTabl_401x219.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00539.gif" style="width: 28;height: 18;" src="btnInsert00539_28x18.gif" class="imginline" /> to display the Insert School Divisions dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InsertSchool.gif" style="margin-bottom: 0.000pt;width: 269;height: 82;" id="image18" src="InsertSchool_269x82.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the branch in the <b>Organization Name</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the School/Divisions policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the name text in the <b>School/Division Name</b> box, and click <b>OK</b>. The <b>School/Divisions</b> table list is displayed with the new entry. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <img alt="ModIcon00540.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image19" src="ModIcon00540_28x27.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Delete a table entry</span> - You can delete an entry only if it is not being used in a current course reserve record. Select the entry and click <img alt="btnDelete00541.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image20" src="btnDelete00541_28x26.gif" />.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
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<h1>Set default values for reserve items</h1>
|
||||
<p><a name="kanchor3347"></a><a name="IX_setting_parameters_for"></a>To set the default values for reserve item records:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder for the organization.</li>
|
||||
<li value="2">Click the <b>Patron Services</b> tab in the details view.</li>
|
||||
<li value="3">Double-click <b>Course reserve options </b>to display the Course Reserve Options dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dReservDefaults.gif" style="width: 178.040pt;height: 136.640pt;margin-bottom: 0.000pt;" id="image21" src="dReservDefaults.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the default assigned branch for reserve item records from the <b>Assigned branch</b> list.</li>
|
||||
<li value="5">To include default collection information in the reserve item record, select a collection in the <b>Assigned collection</b> list. The list includes all collections defined for the assigned branch.</li>
|
||||
<li value="6">To include default shelf location information in the reserve item record, select a location in the <b>Shelf location</b> list. The list includes all shelf locations defined for the assigned branch.</li>
|
||||
<li value="7">Select a default loan period in the <b>Loan period code</b> list.</li>
|
||||
<li value="8">Select a default fine code in the <b>Fine code</b> list.</li>
|
||||
<li value="9">Select a default renewal limit in the <b>Renewal limit</b> list. If you do not ordinarily allow renewals on reserve items, select <b>0</b>.</li>
|
||||
<li value="10">Select <b>Holdable</b> if hold requests are allowed on most reserve items.</li>
|
||||
<li value="11">Designate the default owner of reserve items:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Library</b> if most reserve items are drawn from the library’s collection.</li>
|
||||
<li>Select <b>Instructor</b> if instructors supply most reserve items.</li>
|
||||
</ul>
|
||||
<ol start="12">
|
||||
<li value="12">Select the default action to take when a reserve item is taken off reserve:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Discard</b> - Indicates that the item should be discarded when it is taken off reserve. You may wish to use this option if most of your reserve items are photocopies or temporary materials provided by the instructor.</li>
|
||||
<li><b>Return item to collection</b> - Indicates that the item should return to the library’s circulating (non-reserve) collection when it is taken off reserve. This option is available only if <b>Library</b> is the selected copy owner.</li>
|
||||
<li><b>Return to owner</b> - Indicates that an item should be returned to the instructor when it is taken off reserve. This option is available only if <b>Instructor</b> is the selected copy owner.</li>
|
||||
<li><b>Auto-delete</b> - Automatically deletes the item record (and the associated bibliographic record, if appropriate) when an item is taken off reserve. If most of your reserve items are instructor-owned, and you are therefore creating temporary item records for them when they are placed on reserve, you may wish to select this option. This option is available only if <b>Discard</b> or <b>Return to Owner</b> is selected.</li>
|
||||
</ul>
|
||||
<ol start="13">
|
||||
<li value="13">If most of your reserve items are photocopies, select a copyright compliance option:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>CCG</b> (compliance with copyright guidelines) - Use this option for photocopied journal articles if the article is dated within the last five years, <span class="FM_Emphasis">and</span> your library does not own the journal title, <span class="FM_Emphasis">and</span> this is the fifth or fewer request made for this item within the current calendar year.</li>
|
||||
<li><b>CCL</b> (compliance with copyright law) - Use this option for all other photocopies; for example, if the article is older than five years, <span class="FM_Emphasis">or</span> your library owns the journal title, <span class="FM_Emphasis">or</span> this is the sixth or greater request within the calendar year and if your library is paying royalties to the Copyright Clearance Center or a document delivery vendor.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Select <b>None</b> if most reserve items are not photocopies.</p>
|
||||
<ol start="14">
|
||||
<li value="14">Select <b>Library use only</b> if most reserve items should not be removed from the library.</li>
|
||||
<li value="15">Select <b>Requires full cataloging</b> if most reserve items need further cataloging. This option is available only if <b>Library</b> is the selected copy owner.</li>
|
||||
<li value="16">Select <b>Purchase</b> to indicate that the library may wish to purchase copies of most reserve items, if they are instructor-owned, or additional copies of library-owned items. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This option sets an indicator in the reserve item record. It does not initiate automatic purchase order functions.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="17">Select <b>Copyright fee required</b> if a copyright fee is required for most reserve items.</li>
|
||||
<li value="18">Click <b>OK</b>.</li>
|
||||
<li value="19">Select <b>File </b>><b> Save</b> to save any changes.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Reserve collections</span> - Branches that deal with extensive course reserves may want to set up reserve collections. For more information about setting up collections, see <a href="../PDPreceipts/Setting_Up_eReceipts.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up eReceipts</span></a>.</li>
|
||||
<li><span class="FM_BulletHead">Limit the number of reserve items a patron can check out</span> - See <a href="../PDPblocks/Defining_Loan_and_Request_Limit_Blocks.htm#XREF_15218_Defining_Loan">Defining Loan and Request Limit Blocks</a>.</li>
|
||||
<li><span class="FM_BulletHead">Instructor information</span> - Information about instructors in course reserve records derives from linked patron records for the instructors. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../PDPreceipts/Setting_Up_eReceipts.htm#XREF_52556_Creating_Patron">Creating and Editing Patron Records</a>.</MadCap:conditionalText></li>
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<h1><a name="XREF_62840_Viewing"></a>Setting Course Reserve Options</h1>
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<p><a name="kanchor101"></a><a name="IX_setting_up_options"></a>Course reserve options control the default settings for the reserve item “record,” which stores circulation, status, and disposition information about an item that has been placed on course reserve. The default values for the reserve item record can be different from those used in the equivalent (non-reserved) item record. For example, when an item is placed on reserve, the default loan period and fine code can be different from the values set for the same item when it is in the library’s circulating (non-reserve) collection.</p>
|
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<p>You set reserve item defaults with the Patron Services parameter <b>Course reserve options,</b> which you can access from the Administration Explorer or an organization workform. Course reserve options are available at the system, library, and branch levels. </p>
|
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<p>See also: <a href="Set_default_values_for_reserve_items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set default values for reserve items</span></a></p>
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<h1><a name="XREF_40022_Setting"></a>Setting Course Reserve Tables</h1>
|
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<p><a name="kanchor3452"></a><a name="IX_setting_up_tables"></a><a name="kanchor3453"></a><a name="IX_overview_176"></a>Course Reserve policy tables control what options are available for fields in the Course Reserve record as follows:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Course Reserves: Course names </b>- Associates the organizations (branches) with the course numbers, section numbers, course names, and course abbreviations for which the branches handle course reserves.</li>
|
||||
<li><b>Course Reserves: Course terms</b> - Associates the organizations (branches) with the course terms, course start dates, and course end dates for which the branches handle course reserves.</li>
|
||||
<li><b>Course Reserves: Departments</b> - Associates the organizations (branches) with the academic departments for which the branches handle course reserves.</li>
|
||||
<li><b>Course Reserves: School/Divisions</b> - Associates the organizations (branches) with the academic schools or divisions for which the branches handle course reserves.</li>
|
||||
</ul>
|
||||
<p>You can add, change, or delete items from the course reserves tables at the system, library, or branch levels.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These System Administration permissions are required to work with Course Reserve tables: <b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify Reserve Tables: Allow</b>.</p>
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<h1><a name="XREF_60611_Setting"></a>Setting Up Course Reserves</h1>
|
||||
<p>Your Polaris system may include course reserve functions to serve an academic community. With these features, you can place materials on reserve for use in a class during a semester or term. Reserve materials can be drawn from the regular collection, instructors may bring in personal material to be placed on reserve, or the materials may be temporary items such as photocopies. Course reserve records store information about the courses for which items are placed on reserve.</p>
|
||||
<p>Polaris handles the reserved items through reserve item “records,” which are views of Polaris item records for materials placed on reserve. The reserve item record carries its own circulation parameters, which may be different from those in effect if an item is taken off reserve and returned to the circulating collection. Circulation statistics for reserve items are also kept separately. Staff and patrons can search for reserve materials from the staff client and the PAC. </p>
|
||||
<p>In Polaris Administration, you set up course reserve data tables that supply the options for fields such as course name, school, department, and term dates in the course reserve record. Additional course reserve parameters enable course reserve functions, and control the default settings for reserve item records.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris course reserve functions are available by specific contract. If your Polaris installation does not include Polaris course reserves, the features described in this unit are not available.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Setting_Course_Reserve_Tables.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Course Reserve Tables</span></a>
|
||||
</li>
|
||||
<li><a href="Setting_Course_Reserve_Options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Course Reserve Options</span></a>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPfines/Add_a_fee_description_entry.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_85723_Add_a_Fee"></a>Add a fee description and tax rate entry </h1>
|
||||
<p>Fees are charges that are unrelated to overdue fines. Examples of fees include patron registration charges or the price of a pair of headphones. <a name="kanchor844"></a>Tax rates are for libraries that charge a Goods and Services Tax (GST). For overview information, see <a href="Defining_Fee_Descriptions.htm">Defining Fee Descriptions and Tax Rates</a>.</p>
|
||||
<p><a name="kanchor845"></a><a name="IX_setting_up_descriptions"></a><a name="kanchor846"></a><a name="IX_adding_entries_12"></a>To add a fee description to the Fee Descriptions policy table:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Check existing descriptions before you add a new one. You cannot delete duplicate descriptions.</p>
|
||||
<ol>
|
||||
<li value="1">
|
||||
<p>In the Administration Explorer, open the <b>Policy Tables</b> folder for the organization, and select <b>Fee Descriptions</b>. The Fee Descriptions table is displayed in the details view.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>In the Fee Descriptions table, ID numbers preceded by a minus sign are supplied by the system and used in system processes.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">
|
||||
<p>Click <img alt="btnInsert00493.gif" style="width: 28;height: 18;" src="btnInsert00493_28x18.gif" class="imginline" /> to display the Insert Fee Descriptions dialog box.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dFeeDescriptDx.gif" style="margin-bottom: 0.000pt;width: 307;height: 66;" id="image12" src="insertfeedescripdx_307x66.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">
|
||||
<p>Enter text describing the type of fee in the <b>Fee Description</b> box.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p>Enter a <b>Default Amount</b>.</p>
|
||||
<p>Default amount starts as $0.00.</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p>(Optional) Select a <b>Tax Rate</b>.</p>
|
||||
</li>
|
||||
<li value="6">
|
||||
<p>If this fee description includes a tax rate, select <b>Yes</b>. Otherwise, select <b>No</b>.</p>
|
||||
</li>
|
||||
<li value="7">
|
||||
<p>Click <b>OK</b>.
|
||||
</p>
|
||||
<p>The Fee Descriptions policy table appears with the new fee description name. The status bar indicates that the modification is pending.</p>
|
||||
</li>
|
||||
<li value="8">
|
||||
<p>Select <b>File </b>><b> Save</b> to save your changes.
|
||||
</p>
|
||||
<p>The status bar indicates that the record is saved.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor847"></a><a name="IX_modifying_entries_16"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry, click <img alt="ModIcon00494.gif" style="margin-bottom: -6.000pt;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 28;height: 27;" id="image13" src="ModIcon00494_28x27.gif" />, and change the description.</li>
|
||||
</ul>
|
||||
<div class="NoteShade"><b>Important:</b>
|
||||
<br />
|
||||
<ul>
|
||||
<li>The system immediately applies any changes to an existing fee description or tax rate to all records using the original fee.</li>
|
||||
<li>A changed tax rate might not appear in Leap unless you perform an IISRESET, clear the browser's cache, and refresh the page.</li>
|
||||
<li>
|
||||
<p>For accounting purposes, do not update fee descriptions that have been used for charges on patron accounts. If you make changes to fee descriptions, the system applies those changes to past charges and new charges.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Set branch-level display</span> - See <a href="Set_fee_descriptions_for_branch-level_display.htm#XREF_65142_Set_fee">Set fee descriptions for branch-level display</a>.</li>
|
||||
<li><span class="FM_BulletHead">Replacement fees</span> - You can set a default replacement fee amount and a processing fee amount for items the library cannot recover. See <a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
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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_43640_Add_a_fine_amount"></a>Add a fine amount</h1>
|
||||
<p><a name="kanchor4419"></a><a name="IX_adding_a_fine_amount"></a><a name="kanchor4420"></a><a name="IX_adding_entries_11"></a>To add a fine amount to the Fines policy table:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The default fine amount, default maximum fine, and default grace period are set with the Patron Services parameter <b>Fine and Loan period defaults</b>, and when you add a new fine code the default value is used until you change it. If for some reason a fine amount cannot be calculated, the setting for the system-level parameter<b> Undefined Fine Amount</b> is used. This setting is also used automatically when a new organization or patron code is added to the table.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, open the <b>Policy Tables</b> folder for the organization, and select <b>Fines</b>. The Fines table is displayed.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To better manage memory, a program-defined row limit determines whether this table can be opened at a specific organizational level. For example, if the table is opened at the system level and would require more than the limit (comprising entries from all branches) to be loaded, you will see a message advising you to open the table at a lower organizational level.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00491.gif" style="width: 28;height: 18;" src="btnInsert00491_28x18.gif" class="imginline" /> to display the Insert Fines dialog box.</li>
|
||||
<li value="3">Select the organization for which you are assigning the fine in the <b>Organization</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the Fines policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the patron code for the fine amount in the <b>Patron Code</b> box.</li>
|
||||
<li value="5">Select a fine name in the <b>Fine Code</b> box to associate with the patron code shown in the <b>Patron Code</b> box. The options available in the <b>Fine Code</b> box depend on the organization you selected. See <a href="Setting_Fine_Codes.htm#XREF_25798_Describing_Fine">Setting Fine Codes</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor4421"></a><a name="IX_using_undefined_fine"></a><b>Note:<br /></b>If a relationship between the patron code and fine code cannot be found in the Fine Code policy table, Polaris uses the setting in the Patron Services parameter <b>Undefined fine amount</b>, which is set at the system level. The default value is $5.00. This value is also used to automatically populate the table if a new branch or patron code is added.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the <b>Amount</b> box, type the amount of money to fine for a single loan period unit for the item.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The loan period unit for a certain type of item is daily. To set up a fine of 10 cents per day, type $0.10 in the <b>Amount</b> box.</p>
|
||||
<p class="indent2">Loan period units are defined in the Loan Period policy table. See <a href="../PDPloans/Defining_Loan_Period_Durations.htm#XREF_40553_Defining_Loan">Defining Loan Period Durations</a>. Polaris uses the loan period unit for which an item was charged and the value you put in the <b>Amount</b> box to calculate the fine.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">In the <b>Maximum Fine</b> box, type the total amount that can be fined for items associated with this fine description and charged to the selected patron code.</li>
|
||||
<li value="8"><a name="kanchor4422"></a><a name="IX_grace_units_setting"></a>In the <b>Grace Units</b> box, type the number of loan period units allowed for an overdue item before Polaris begins calculating a fine.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The actual time specified by the <b>Grace Units</b> setting depends on the loan period unit used when the item was checked out. For example, if the item is checked out for 14 days and the grace unit is 1, then the grace period is one day. Any items returned the day after they were due are not charged an overdue fine. A grace period of 0 means that items must be returned by the end of the date they are due. Otherwise, overdue charges apply. Loan period units are defined in the Loan Period policy table.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Click <b>OK</b> in the dialog box. The Fines policy table appears with the new fine name. The status bar indicates that the modification is pending.</li>
|
||||
<li value="10">Select <b>File </b>><b> Save</b> to save your changes. The status bar indicates that the record is saved.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;"><a name="XREF_43524_Related_Topics"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor4423"></a><a name="IX_modifying_entries_15"></a><b>Modify a table entry</b> - Select the entry and click <img alt="ModIcon00492.gif" id="image8" src="ModifyTableEntrydx_30x29.png" style="vertical-align: text-top;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 30;height: 29;" />. You can change the amount of the fine, maximum chargeable fine, and the grace period for an existing fine entry.</li>
|
||||
<li><b>Days not fineable</b> - The Patron Services parameter Days not fineable affects fine calculation. See <a href="Calculating_Overdue_Fines.htm#XREF_92955_Days_Not_Fineable">Days Not Fineable</a>.</li>
|
||||
<li><b>Free days</b> - Patron Services parameters related to <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a> also affect fine calculation. See <a href="Calculating_Overdue_Fines.htm#XREF_58198_Free_Days">Free Days</a>.</li>
|
||||
<li><b>Fees</b> - The library may charge patrons for reasons unrelated to fines for overdue materials. For more information, see <a href="Defining_Fee_Descriptions.htm#XREF_87511_Defining_Fee">Defining Fee Descriptions</a>.</li>
|
||||
</ul>
|
||||
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|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<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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<h1><a name="XREF_91506_Add_a_fine_code"></a>Add a fine code </h1>
|
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<p><a name="kanchor1611"></a><a name="IX_adding_entries_10"></a>To add a fine code in the Fine Codes policy table:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, open the <b>Policy Tables</b> folder for the organization, and select <b>Fine Codes</b>. The Fine Codes table is displayed in the details view.</li>
|
||||
<li value="2">Click <img alt="btnInsert.gif" style="border-left-style: solid;border-left-width: 0px;border-right-style: solid;border-right-width: 0px;border-top-style: solid;border-top-width: 0px;border-bottom-style: solid;border-bottom-width: 0px;width: 33;height: 18;" src="btnInsert_33x18.gif" class="imginline" /> to display the Insert Fine Codes dialog box.</li>
|
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|
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<p class="indent2">
|
||||
<img alt="dFinCodDx.gif" style="margin-bottom: 0.000pt;width: 307;height: 66;" id="image3" src="InsFineCodesdx_307x66.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type text describing the fine code in the <b>Description</b> box.</li>
|
||||
<li value="4">Click <b>OK</b> on the dialog box. The Fine Codes policy table appears with the new fine code name. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b> to save your changes.</li>
|
||||
</ol>
|
||||
<p class="indent2">The status bar indicates that the record is saved. The new fine code is available to all organizations and appears in the Fines table. See <a href="Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>. Default fine amounts, maximum fine amounts, and grace periods for new fine codes are set with the Patron Services parameter <b>Fine and Loan period defaults</b>.</p>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;"><a name="XREF_46858_Related_Topics"></a>Related Information</h4>
|
||||
<p><a name="kanchor1612"></a><a name="IX_modifying_entries_14"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry, click <img alt="ModIcon.gif" style="margin-bottom: -6.000pt;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;vertical-align: text-top;width: 30;height: 29;" id="image4" src="ModifyTableEntrydx_30x29.png" />, and change the description.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Any changes to an existing fine code are immediately applied to all records using the original code.</p>
|
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<h1>Add a Tax Rate</h1>
|
||||
<p><b>To create a tax rate</b>
|
||||
</p>
|
||||
<ol>
|
||||
<li value="1">
|
||||
<p>Open the Staff Client, and select <b>Administration</b> > <b>Explorer</b> > <b>System</b>.</p>
|
||||
<p>The System Administration Explorer appears.</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p>Select <b>Database</b> <b>Tables</b> > <b>Tax Rates</b>.</p>
|
||||
<p>
|
||||
<img src="StaffClient_DBtables_TaxRates_cropbox.png" alt="" />
|
||||
</p>
|
||||
</li>
|
||||
<li value="3">
|
||||
<p>Select <img src="InsertTaxRate_icon_16x16.png" class="imginline" alt="" style="width: 16;height: 16;" /> to insert a tax rate.</p>
|
||||
<p>The Insert: Tax Rates dialog appears.</p>
|
||||
</li>
|
||||
<li value="4">
|
||||
<p>Enter a <b>Description</b> and a <b>Tax Rate</b> percentage.</p>
|
||||
</li>
|
||||
<li value="5">
|
||||
<p>Select <b>OK</b>.</p>
|
||||
<p>The system adds the new tax rate to the bottom of the Tax Rate table.</p>
|
||||
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|
||||
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|
||||
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|
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<h1><a name="XREF_42383_Calculating"></a>Calculating Overdue Fines</h1>
|
||||
<p><a name="kanchor3647"></a><a name="IX_calculating_description"></a>Overdue fines are calculated when the item is checked in and the check-in date/time is past the due date/time. Ordinarily, for daily and weekly loans, a fine is calculated if an item is returned the day following the due date. The patron has until the end of the due date to return the book, even if the check-out time was early in the day. For hourly loans, a fine is calculated according to the exact time due. The Fines policy table associates patron codes with fine codes to determine the fine for the overdue item (see <a href="Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If no fine can be determined in the Fines table, a message at check-in indicates that the fine cannot be calculated. The check-in clerk can set a fine manually, using the <b>Overdue Amount</b> box on the Resolve Billed Item dialog box, or by adding an entry in the Patron Status workform - Account view for the patron.</p>
|
||||
<p>The following factors also affect the calculation of overdue fines:</p>
|
||||
<ul>
|
||||
<li><![CDATA[
|
||||
]]><a href="#TOC_Dates_Closed">Closed Dates</a><![CDATA[
|
||||
]]></li>
|
||||
<li><![CDATA[
|
||||
]]><a href="#TOC_Days_Not_Fineable">Days Not Fineable</a><![CDATA[
|
||||
]]></li>
|
||||
<li><![CDATA[
|
||||
]]><a href="#TOC_Free_Days">Free Days</a><![CDATA[
|
||||
]]></li>
|
||||
<li><![CDATA[
|
||||
]]><a href="#TOC_Grace_Periods">Grace Periods</a><![CDATA[
|
||||
]]></li>
|
||||
<li><![CDATA[
|
||||
]]><a href="#TOC_Waiving_Fines">Waiving Fines Automatically at Circulation</a><![CDATA[
|
||||
]]></li>
|
||||
<li><![CDATA[
|
||||
]]><a href="#TOC_Charging_Fines">Charging Fines Automatically at Check In</a><![CDATA[
|
||||
]]></li>
|
||||
<li><![CDATA[
|
||||
]]><a href="#TOC_Fines_for_Claimed_Items">Fines for Claimed Items</a><![CDATA[
|
||||
]]></li>
|
||||
<li><![CDATA[
|
||||
]]><a href="#Setting">Setting a Maximum Overdue Fine Balance</a><![CDATA[
|
||||
]]></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Dates_Closed"></a>Closed Dates</h2>
|
||||
<p><a name="kanchor3648"></a><a name="IX_use_in_fine_calculation"></a>Your library can specify, at the system level, whether Polaris charges overdue fines on library closed dates. By default, Polaris does not charge overdue fines on closed dates.</p>
|
||||
<p>The following administrative settings affect how Polaris calculates overdue fines:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Dates Closed policy table - Defines closed dates for each organization. A closed date is a day (for example, a holiday) when the library is closed that is an exception to the library’s normal hours of operation. For more information, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../UI_Ref/PRadminPat/Dates_Closed_Policy_Table.htm">Dates Closed Policy Table</a> and <a href="../../Administration/PDorgnizatn/Identifying_Dates_Closed.htm">Identifying Dates Closed</a></MadCap:conditionalText>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Consortium Circulation parameter - Determines which branch’s closed dates Polaris uses when calculating overdue fines. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../PDPGovLib/Governing_Library_for_Circulation_Transactions.htm">Governing Library for Circulation Transactions</a>, <a href="Defining_Fines_and_Fees.htm">Defining Fines and Fees</a>, and <a href="../../UI_Ref/PRadminPat/Consortium_Circulation_Dialog_Box.htm">Consortium Circulation Dialog Box</a>.</MadCap:conditionalText></p>
|
||||
</li>
|
||||
<li>
|
||||
<p>Overdues: Charge fines for dates closed parameter - Determines whether Polaris charges fines on closed dates. The default setting is No. For more information, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDPParamsRef/Patron_Services_Parameters_Reference.htm">Patron Services Parameters Reference</a></MadCap:conditionalText>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>The governing library for overdue fines designates January 1 as a closed date. The Overdues: Charge fines for dates closed parameter is set to No. If a patron returns an item to that library on January 2, 2024, fines are not charged for January 1.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The system uses dates defined at the system or library level if none are defined for the governing branch. For consistent results, you might want to leave the Dates Closed policy table empty at the system and library levels and set closed dates only at the branch level. Alternatively, consider setting the same closed dates at the system, library, and branch levels.</p>
|
||||
<h2><a name="TOC_Days_Not_Fineable"></a><a name="XREF_92955_Days_Not_Fineable"></a>Days Not Fineable</h2>
|
||||
<p><a name="kanchor3649"></a><a name="IX_omitting_days_of_the"></a><a name="kanchor3650"></a><a name="IX_use_in_fine_calculation_1"></a><a name="kanchor3651"></a><a name="IX_indicating_days_where_no"></a>You can designate specific days of the week as not fineable with the Patron Services parameter <b>Days not fineable</b>. You can set this parameter at the system, library, or branch level. You specify which branch’s setting for this parameter is used in fine calculation with the system-level Patron Services parameter <b>Consortium Circulation</b> (see <a href="Defining_Fines_and_Fees.htm">Defining Fines and Fees</a>).</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A library designates Sunday as a “day not fineable” because the library is closed. If an item is due on Saturday and returned at the branch on Monday, fines are not charged for Sunday, based by default on the setting for the receiving branch (and regardless of the setting for the item’s assigned branch). No Sunday is calculated in a fine. For a book seven days overdue, the fine is calculated for six days because Sunday is not counted. For a book 14 days overdue, the fine is calculated for 12 days.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The system uses days defined at the system or library level if none are defined for the governing branch. For consistent results, you may want to leave the <b>Days not fineable</b> parameter set to <b>None</b> at the system and library levels and set days only at the branch level, or set the same days at the system, library, and branch levels.</p>
|
||||
<h2><a name="TOC_Free_Days"></a><a name="XREF_58198_Free_Days"></a>Free Days</h2>
|
||||
<p><a name="kanchor3652"></a><a name="IX_use_of_free_days_in"></a><a name="kanchor3653"></a><a name="IX_setting_defaults_3"></a>Free days are omitted from the overdue fine calculation during normal, bulk, or offline check in, and are typically set to cover unexpected closings. Libraries that allow items to be returned to non-Polaris libraries may find this feature especially useful; using the Free Days calendar control, staff can pick the date the item was returned at the non-Polaris library and the correct number of Free Days is automatically applied. The patron services parameters described below control <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a>. You can set the parameters at the system, library, and branch levels.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The governing library for fine calculation setting does not affect the free days parameters. The system always uses the free days settings of the receiving branch.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Free days (normal)</b> - Determines the default number of free days for normal check in. Staff members with the appropriate permission can change the setting at normal check in (Check In workform - Normal view) using the <b>Free days</b> box or calendar on the workform. The new setting applies to the current check-in session.</li>
|
||||
<li><b>Free days (bulk)</b> - Determines the number of default days for bulk and offline check-in. This setting also applies to check in or renewal from the Patron Status workform - Items out view, the item record, Find Tool, and during check out when an item already checked out to one patron is checked out to another. Staff members with the appropriate permission can change the setting at bulk check in (Check In workform - Bulk view) and when uploading offline transaction files (Bookmobile workform) through the <b>Free days</b> box or calendar on these workforms. The new setting applies to the current check in or offline upload session, and does not affect check in from any other workform or the Find Tool.</li>
|
||||
</ul>
|
||||
<p>When an item is billed and declared lost, no free days are applied to the overdue fine calculation.</p>
|
||||
<p>A check-in transaction subtype indicates how many free days were applied when the item was checked in. Also, if the patron was charged overdue fines when the item was checked in, the Properties dialog box for the charge in the patron account shows how many free days were applied and the amount that was deducted for the free days. To open the dialog box, right-click the charge in the Patron Status workform - Account view.</p>
|
||||
<h2><a name="TOC_Grace_Periods"></a><a name="XREF_13339_Grace_Periods"></a>Grace Periods</h2>
|
||||
<p><a name="kanchor3654"></a><a name="IX_difference_from_free_days"></a><a name="kanchor3655"></a><a name="IX_difference_from_grace"></a><a name="kanchor3656"></a><a name="IX_use_of_grace_periods_in"></a><a name="kanchor3657"></a><a name="IX_use_in_fine_calculations"></a>A grace period allows a patron to return an item a little late without incurring a fine. The item is still marked as overdue in the patron record. Grace periods are set in association with specific patron code/item fine code combinations in the Fines policy table. For more information, see <a href="Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>. A grace period differs from free days in that free days are omitted from the overdue fine calculation no matter when the item is checked in, whereas if an item is checked in after a grace period, the fine is calculated from the day or hour after the item due time.</p>
|
||||
<p class="NoteShade"><b>Example: <br /></b>If an item is checked out at 10:12 AM on Monday and circulates for a week, it becomes overdue at 12:00 AM on Tuesday (one minute after 11:59 PM on Monday). There is one grace day. Due to the grace period, the patron is not charged an overdue fine if the item is returned on or before 11:59 PM on Tuesday. If the item is returned after 11:59 PM on Tuesday, the patron is charged for one day overdue.</p>
|
||||
<p><a name="kanchor3658"></a><a name="IX_including_closed_dates"></a>You can optionally include closed days and dates in your system’s grace period calculations. Set the system-level Patron Services parameter <b>Overdues: Add closed days/dates to grace days</b> to <b>Yes</b> to include these in the calculation. The default setting is No.</p>
|
||||
<p>If you set the option to <b>Yes</b>, and the grace period includes one or more “days closed” as defined in the Patron Services parameter <b>Hours of Operation</b> or “closed dates” as defined in the <b>Dates Closed</b> policy table according to the governing library for fine calculation, the grace period will be extended by the number of closed days or dates. For example, if the number of grace days is 2 and if Sunday is a closed day, no fine will be assessed if the item is due on Friday and returned on Monday. But if <b>Overdues: Add closed days/dates to grace days</b> is set to No (the default value), only the two grace days, Saturday and Sunday, would be considered, and the fine would be assessed if returned on Monday. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The Free Days setting and the calculation of the actual fine amount are not affected by setting <b>Overdues: Add closed days/dates to grace days</b> to <b>Yes</b>. The grace period exempts the patron from the fine, but if grace days are exceeded, the fine is calculated as if there were no grace period.</p>
|
||||
<h2><a name="TOC_Waiving_Fines"></a>Waiving Fines Automatically at Circulation</h2>
|
||||
<p><a name="kanchor3659"></a><a name="IX_setting_automatic_waives"></a><a name="kanchor3660"></a><a name="IX_waiving_automatically"></a>Two system-level Patron Services parameters control whether fines are waived automatically when items are recovered at circulation. To automatically waive the fine if an overdue item is found during check-out, set <b>Overdues: Clear fine if recovered at check-out </b>to <b>Yes</b>. To automatically waive the fine if the patron is renewing an overdue item, set <b>Overdues: Clear fine if recovered at renewal</b><span style="font-weight: bold;"> </span>to <b>Yes</b>. Both parameters are set to <b>No</b> by default. (These settings also apply to SIP self-check units.)</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Separate settings control how overdue fines for lost items are handled. See <a href="Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a>. </p>
|
||||
<h2><a name="TOC_Charging_Fines"></a><a name="XREF_11198_Charging_Fines"></a>Charging Fines Automatically at Check In</h2>
|
||||
<p><a name="kanchor3661"></a><a name="IX_auto_charging_at_check_in"></a><a name="kanchor3662"></a><a name="IX_auto_charging_fines"></a>The Patron Services parameter <b>Check in: auto-charge fine from item work form and find tool context menu, </b>controls whether overdue fines are automatically charged to the patron account when overdue items are checked in from the Item workform, the Find Tool context menu, or the Patron Status workform - Items Out view. The parameter is available at the system, library, and branch levels and is set to <b>Yes</b> by default. </p>
|
||||
<p>When the parameter is set to <b>Yes</b> and an overdue item is checked in, the fine is automatically charged to the patron account. If the overdue item can fill an active hold request, the hold request message appears and the staff member takes action on the hold request message. (When the parameter is set to <b>Yes</b> and a <span class="FM_Emphasis">billed</span> item is checked in, the Resolve lost/billed item dialog box appears, the staff member resolves the billed charges, and the item is checked in. If the billed item can fill a request, the hold request message appears before the Resolve lost/billed item dialog box. The staff member takes action on the hold request message first.)</p>
|
||||
<p>If the parameter is set to <b>No</b>, the Check In - Fine dialog box appears when the item is overdue, and the staff member resolves the fine accordingly. However, if the item can fill a hold request, the hold request message always appears first.</p>
|
||||
<h2><a name="TOC_Fines_for_Claimed_Items"></a><a name="XREF_49795_Fines_for_Claimed"></a>Fines for Claimed Items</h2>
|
||||
<p><a name="kanchor3663"></a><a name="IX_overdue_claimed_items"></a>A system-level Patron Services parameter controls whether fines are charged if an overdue item with a status of Claimed Returned or Claimed Never Had is checked in or checked out. To automatically waive overdue fines for these items at circulation, set <b>Overdues: Charge fines for claimed items </b>to <b>No</b>. This setting waives fines for overdue claimed items found at renewal, normal and offline check in and check out, and Polaris ExpressCheck check out. The parameter is set to <b>Yes</b> by default.</p>
|
||||
<h2><a name="Setting"></a>Setting a Maximum Overdue Fine Balance</h2>
|
||||
<p>If your library policy is that overdue fines cannot accrue over a certain dollar amount in the patron overdue fine balance, you can set a limit. See: <a href="Set_a_maximum_overdue_fine_balance.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting a Maximum Overdue Fine Balance Limit</span></a>. </p>
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<h1><a name="XREF_94300_Charging_for"></a>Charging for Checkout and Renewal</h1>
|
||||
<p><a name="kanchor5868"></a><a name="IX_overview_145"></a>You can charge patrons for checking out items of specified material types and optionally charge for renewing them, or charge only for renewal. You can also choose to waive the charge for certain patron codes. The charge policy is applied according to the settings of item’s assigned branch. Your renewal settings also apply to Polaris PowerPAC, Mobile PAC and renewals made through inbound telephony. Separate settings determine how the charge policy affects transactions at Polaris ExpressCheck and SIP self-check workstations.</p>
|
||||
<h2>Staff Client Transactions</h2>
|
||||
<p>For staff client transactions, you can optionally display a prompt regarding charges during checkout and renewal as appropriate. You might also consider placing physical labels on your chargeable items so that patrons know there is a charge before they reach the circulation desk.</p>
|
||||
<p>When a chargeable item is scanned at check-out or selected for renewal, the system first checks for item blocks, holds, and patron item limits. Then, if you have set the system to display a prompt, a Patron check-out charge dialog box is displayed.</p>
|
||||
<p>The staff member can choose to charge the patron’s account and continue the check-out, pay the charge, waive the charge, or cancel the transaction. The appropriate permissions are required to pay or waive the charge. If the staff member chooses to pay the charge, a standard Pay dialog box is displayed. The Charge for Check-out dialog box also appears during bulk check-out of Borrow by Mail or Outreach Services items. If you have chosen not to display the prompt, the charge is automatically applied to the patron account. Check-out charges are not listed on the check-out receipt. If the same item is checked out again to the same patron before the library closes, the patron is not charged again.</p>
|
||||
<p> If the item's assigned branch has options set to charge for renewals and charge for overdues, the Renew chargeable overdue item dialog box opens when you renew an overdue item.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/renew&chgs_297x356.gif" style="width: 297;height: 356;" alt="" />
|
||||
</p>
|
||||
<p>When a chargeable item is checked out offline, the charge is applied to the patron account and a message is written to the upload log file.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>In systems that use floating collections, the chargeable settings for an item change as the item’s assigned branch changes.</p>
|
||||
<p>The Patron Status workform - Account view lists check-out charges. The organization listed with the charge is the item’s assigned branch. The charges are also listed on the PAC My Account - Fines & Fees page.</p>
|
||||
<h2>PAC Display</h2>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Item availability display</span> - The PAC item availability display includes an icon <img alt="DollarIcon.gif" style="margin-bottom: 0.000pt;width: 16;height: 20;" id="image27" src="DollarIcon_16x20.gif" /> next to an item if the item’s assigned branch has defined the item’s material type as chargeable.</li>
|
||||
<li><span class="FM_BulletHead">Courtesy message for hold requests</span> - When a patron places a bibliographic-level hold request in PAC, and at least one item eligible to fill the request would incur a check-out charge, a courtesy message is displayed. Note that the request may actually be filled by a non-chargeable item, depending on which items trap for the request. If after the request is placed new items become available from a branch that does not charge for checkout, or holds policies change, the message may no longer be accurate. It is a courtesy message only. You can edit the message in Polaris Language Editor (WebAdmin):<ul type="disc"><li>For PowerPAC, the default message is <b>If your request is filled you may be charged to check out the item according to the policy of the library owning the item. Do you want to place this request?</b> The Polaris Language Editor string ID is <b>PACML_CHARGECKOREQ</b>.</li><li>For Mobile PAC, the default message is <b>If your request is filled you may be charged to check out the item according to the policy of the library owning the item. Do you want to place this request?</b> The Polaris Language Editor string ID is <b>MP_MSG_HOLDS_CHARGE_WARNING</b>.</li></ul></li>
|
||||
</ul>
|
||||
<h2>Renewing Items From PAC</h2>
|
||||
<p>If renewing an item is chargeable according to the settings of the item’s assigned branch, a message is displayed when the patron attempts to renew the item from the patron account. The patron can choose whether to continue or cancel the renewal. The default messages can be edited in Polaris Language Editor (WebAdmin).</p>
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<p style="color: #ffffff;">PowerPAC String ID</p>
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<p class="FM_TableBody">PACML_CHARGE_RENEW</p>
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</td>
|
||||
<td style="width: 165.531pt;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">There is a charge to renew this item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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">PACML_CHARGE_RENEW_MULTIPLE</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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">There is a charge to renew the following items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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">PACML_RENEWITEMS_1347</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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">If you renew these items your account will be charged </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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">PACML_RENEWITEMS_1348</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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">To accept these charges and continue with the renewal, press 'OK'. </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PACML_RENEWITEMS_1349</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Your account has been charged.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 22.00pt;background: #b2faff;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<th style="width: 189.751pt;background: #b2faff;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;vertical-align: top;background-color: #0000ff;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: double;border-top-width: 3px;border-top-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading" style="color: #ffffff;">Mobile PAC String ID</p>
|
||||
</th>
|
||||
<th style="width: 165.531pt;background: #b2faff;border-right-style: double;border-right-width: 3px;vertical-align: top;background-color: #0000ff;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: double;border-top-width: 3px;border-top-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableHeading" style="color: #ffffff;">Default Message</p>
|
||||
</th>
|
||||
</tr>
|
||||
<tr style="height: 39.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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">MP_MSG_ITEMSOUT_CHECKOUT_CHARGE_<br />WARNING</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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">There is a charge of {0} to renew this item.  Your account will be charged. Do you want to accept this charge?</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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">MP_MSG_ITEMSOUT_CHECKOUT_CHARGE</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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">Your account has been charged.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h2>Phone Renewal</h2>
|
||||
<p>The Polaris Phone Attendant also supports charges for item renewals, according to the policies of the item’s assigned branch. The patron is notified of any renewal charges and prompted to accept them. If both overdue and renewal charges will be applied, the notification is combined in a single message. If the patron chooses to renew all items at once (option #6), a status message informs the patron that the “renew all” process is underway, since the process may take a few seconds to gather information. In Polaris Language Editor (WebAdmin), the following language strings define these messages:</p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;width: 355.28pt;margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" cellspacing="1" class="TableStyle-BlueHeader">
|
||||
<tr style="height: 22.00pt;background: #b2faff;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<th style="width: 189.751pt;background: #b2faff;border-top-style: double;border-top-width: 3px;border-top-color: #000000;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;color: #f5f5f5;background-color: #0000ff;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading"><b>String ID</b>
|
||||
</p>
|
||||
</th>
|
||||
<th style="width: 165.531pt;background: #b2faff;border-top-style: double;border-top-width: 3px;border-top-color: #000000;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;color: #f5f5f5;background-color: #0000ff;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableHeading"><b>Default Message</b>
|
||||
</p>
|
||||
</th>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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">PA_TEXT_PATREC_RENEWITEMS_CHARGE</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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">Your account will be charged $%3.2f to renew these items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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">PA_TEXT_PATREC_RENEWITEM_CHARGE</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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">Your account will be charged $%3.2f to renew this item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 39.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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">PA_TEXT_PATREC_RENEWITEM_OVDANDCHARGES</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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">Overdue and renewal charges will apply. Your account will be charged $%3.2f.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;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-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PA_TEXT_PATREC_RENEW_WAIT</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;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-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Please wait while we process your renewals.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p>See also: <a href="Set_up_charges_for_checkout_and_renewal.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up charges for checkout and renewal</span></a></p>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 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">7.5</span></div>
|
||||
<div>
|
||||
<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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</body>
|
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</html>
|
||||
+88
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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 Fines and Fees" 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="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
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<h1><a name="XREF_87511_Defining_Fee"></a>Defining Fee Descriptions and Tax Rates</h1>
|
||||
<p><a name="kanchor5456"></a><a name="IX_overview_administration_1"></a><a name="kanchor5457"></a><a name="IX_overview_143"></a>Fees are charges that are unrelated to overdue fines. Examples of fees include patron registration charges or the price of a pair of headphones. Tax rates are for libraries that charge a Goods and Services Tax (GST). Using the Fee Descriptions policy table, you can:</p>
|
||||
<ul>
|
||||
<li>Enter fee descriptions so library staff can select them from a predefined list. </li>
|
||||
<li>Set a <a name="kanchor5458"></a>default amount for each fee description.</li>
|
||||
<li>Set a <a name="kanchor5459"></a>tax rate for each fee description.</li>
|
||||
</ul>
|
||||
<p>Entries in this policy table appear as selections on workform views and dialog boxes where you handle patron charges, such as the <b>Reason</b> list from which you can select a fee reason when adding a charge to a patron's account. Entries also appear in <span class="mc-variable III_Variables.Prod_Leap variable">Leap</span>.</p>
|
||||
<p class="indent">
|
||||
<img alt="ReasonList.gif" style="margin-bottom: 0.000pt;width: 440;height: 320;" id="image9" src="feereasonslist_440x320.png" />
|
||||
</p>
|
||||
<p>You must go to the Administration Explorer to view the Fee Descriptions policy table. All organizations in a Polaris installation must agree on the fee descriptions. You can add and change entries in the Fee Descriptions policy table, but you cannot delete them.</p>
|
||||
<p>You can create fee descriptions at the system and library levels, but the entries are assigned to the system. You must be working at the system level to configure tax rates and default fee amounts for fee descriptions. Tax rates and default fee amounts do not appear in the library or branch level Fee Descriptions policy tables. </p>
|
||||
<p>At the branch level, you can set which reasons are available to branch staff and determine the order of the branch-level selections. Some libraries prefer alphabetical order; others prefer to put the most commonly used selections first. You can also edit the description display text, however the system applies these changes system-wide.</p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>These System Administration permissions are required to modify this table: <b><b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify fee descriptions table: Allow</b>.</b></p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Add_a_fee_description_entry.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add a fee description and tax rate entry </span></a>
|
||||
</li>
|
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<li><a href="Set_fee_descriptions_for_branch-level_display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set fee descriptions for branch-level display</span></a>
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<h1><a name="XREF_60611_Setting"></a>Defining Fines and Fees </h1>
|
||||
<p>Administration tables and parameters, combined with settings in the item and patron records, control how fines are calculated. The Administration settings are established when Polaris is first installed, but you can change them when a library or branch is added to the system, or when lending policies change. </p>
|
||||
<p>Polaris Administration tables define patron codes and item fine codes, and determine the relationship between them. Patron codes and fine codes are shared by all libraries to make circulation consistent throughout the system. However, each branch in the system can establish different policies concerning fines for specific combinations of patron and item fine codes. </p>
|
||||
<p>If an item is overdue at check in, the fine is automatically calculated based on these settings and posted to the patron’s account. You can also set Polaris to waive fines automatically for items recovered at check out or renewal.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You set which branch’s policies are used in fine calculation with the system-level Patron Services parameter <b>Consortium Circulation</b>. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Set the criteria that determine due dates before you set up fines. </p>
|
||||
<p>The library may also define fees that are unrelated to fines. For example, you can charge patrons for hold requests, equipment rental, damaged or lost items, and checkout and renewal for certain types of items. You can charge a tax rate on those fees. </p>
|
||||
<p>In Polaris Administration, you can set up the default fees, fee descriptions, and tax rates at the system level. At the branch level, you can determine which fee reasons are available to staff. You can also set up default replacement and processing fee amounts for items the library does not expect to recover, and how to handle overdue charges on lost items. You can use additional settings to control how the system processes the charges associated with lost items when the items are recovered at circulation.</p>
|
||||
<p>If your library's policy limits the amount that can be accrued for overdue fines, you can use a system-level parameter to specify a limit on the overdue fine balance. If you set an overdue fine limit, then the overdue fine balance in all patron accounts never exceeds this limit.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Calculating_Overdue_Fines.htm#XREF_42383_Calculating">Calculating Overdue Fines</a>
|
||||
</li>
|
||||
<li><a href="Setting_Fine_Codes.htm#XREF_25798_Describing_Fine">Setting Fine Codes</a>
|
||||
</li>
|
||||
<li><a href="Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>
|
||||
</li>
|
||||
<li><a href="Defining_Fee_Descriptions.htm#XREF_87511_Defining_Fee">Defining Fee Descriptions</a>
|
||||
</li>
|
||||
<li><a href="Setting_Tax_Rates.htm">Setting Tax Rates</a>
|
||||
</li>
|
||||
<li><a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>
|
||||
</li>
|
||||
<li><a href="Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a>
|
||||
</li>
|
||||
<li><a href="Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>
|
||||
</li>
|
||||
<li><a href="Charging_for_Checkout_and_Renewal.htm#XREF_94300_Charging_for">Charging for Checkout and Renewal</a>
|
||||
</li>
|
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<li><a href="Set_a_maximum_overdue_fine_balance.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting a Maximum Overdue Fine Balance Limit</span></a>
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<h1><a name="XREF_77900_Overdue_Fines_on"></a>Overdue Fines on Lost Items</h1>
|
||||
<p><a name="kanchor3202"></a><a name="IX_charging_overdue_fines"></a>An item may be declared lost in the following situations:</p>
|
||||
<ul type="disc">
|
||||
<li>A patron notifies the library that a checked-out item is lost. Then a staff member manually declares the item lost.</li>
|
||||
<li>Billed items may be declared lost automatically, a system-level decision.  (If they are not automatically declared lost, a staff member may manually declare a billed item lost.)</li>
|
||||
</ul>
|
||||
<p>The Patron Services parameter <b>Lost item charge options</b> determines how overdue fines are handled at the time an item is billed and automatically set to lost, or when a staff member declares the item lost.</p>
|
||||
<p>Most options controlled by the <b>Lost item charge options</b> parameter are available at the system, library, and branch levels. The governing library setting for fine calculation determines which library’s settings rule lost item charges. For more information about governing library settings, see <a href="../PDPGovLib/Governing_Library_for_Circulation_Transactions.htm">Governing Library for Circulation Transactions</a>.</p>
|
||||
<h2><a name="TOC_Settings_for_Lost_Item"></a><a name="XREF_54548_Settings_for_Lost"></a>Settings for Lost Item Charge Options</h2>
|
||||
<p>The <b>Lost item charge options</b> parameter offers the following settings:</p>
|
||||
<ul>
|
||||
<li><b>Overdues: billed items set to lost</b> - System level only. Setting the item status to Lost at the time the item is billed will ensure the most consistent results for lost item recovery. However, leave this option unchecked if libraries in your system prefer to declare the item lost manually.</li>
|
||||
<li><b>Charge overdue with bill</b> - For best results, check this option if it is available (not grayed out). When this option is selected, the overdue charge is included in the bill regardless of whether the billed items are set to lost. If you prefer not to charge overdues with the bill, select the option <b>Charge overdue when returned</b>. The replacement fee and optional processing fee will still be billed. If your library has set a system-wide limit for the maximum fine balance, it is recommended that you do not select this option. </li>
|
||||
<li><b>Charge overdue when declared lost</b> - Like <b>Charge overdue with bill</b>, this option is available only if <b>Charge overdue when returned</b> is not set. For best results, check this option if it is available.  If the library does not charge overdues when items go to Lost as a matter of policy, the option <b>Charge overdue when returned</b> should be checked instead.</li>
|
||||
<li><b>Charge overdue when returned</b> - Select this option if the library policy is to charge the overdue fine only if and when the lost item is returned. If you select this option but do <span class="FM_Emphasis">not</span> set <b>Overdues: billed items set to lost</b>, the library charges the overdue fine when a lost item is recovered but does not assume an item is lost until the patron comes in and says he cannot find it. In this situation, you will see the following effects:<ul type="disc"><li>No automatic lost item recovery options are possible because the item’s status is not Lost.</li><li>The patron is billed for the replacement cost and optional processing fee. However, the overdue fine remains uncharged and unresolved.</li><li>If the patron brings the item back, a staff member checks the item in and waives the replacement and optional processing fees. The overdue fine is calculated at that time and the staff member pays, waives, or charges the overdue fine.</li><li>If the patron says he cannot find the item, the staff member declares the item lost on the Patron Status workform - Items out view, then pays, waives or leaves the replacement and optional processing fees; the overdue is calculated at that time. The item is now lost, so lost item recovery options may apply (see <a href="Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>). (If the staff member does not declare the item lost, it stays out to the patron until checked in and the overdue fine is calculated at that time.)</li></ul></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Policy_Decisions_for"></a><a name="XREF_45254_Policy_Decisions"></a>Policy Decisions for Lost Item Charge Options</h2>
|
||||
<p>Different combinations of settings reflect your library’s policy:</p>
|
||||
<ul type="disc">
|
||||
<li>If you want to include overdue fines with the bill, and billed items are automatically set to lost, select the following options:<ul type="disc"><li><b>Overdues: billed items set to lost</b> (system level only)</li><li><b>Charge overdue with bill</b></li><li><b>Charge overdue when declared lost</b></li></ul></li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>If you want to include overdue fines with the bill, and billed items are <b>not</b> automatically set to lost, select the following options:<ul type="disc"><li><b>Charge overdue with bill </b>- This option should not be selected if your library specifies a maximum overdue fine balance amount.</li><li><b>Charge overdue when declared lost</b></li></ul></li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>If you want to charge overdue fines when an item is returned, and billed items are not automatically set to lost, select <b>Charge overdue when returned</b>.</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>If you want to charge overdue fines when an item is returned, and billed items are automatically set to lost, select the following options:<ul type="disc"><li><b>Overdues: billed items set to lost</b> (system level only)</li><li><b>Charge overdue when returned</b></li></ul></li>
|
||||
</ul>
|
||||
<p>See also: <a href="Set_lost_item_charge_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set lost item charge options</span></a></p>
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<h1><a name="kanchor3240"></a>Setting a Maximum Overdue Fine Balance Limit</h1>
|
||||
<p>You can use the System-level Patron Services parameter <b>Overdues: maximum overdue fine balance</b> to define a maximum amount for overdue fine balances so that patron accounts never exceed a certain dollar amount for overdue fines. By default, this parameter is disabled (set at $0.00). To enable this parameter, the amount must be set above $0.00. Once enabled, the maximum overdue fine balance is applied at the System level–to all patron accounts for all branches.</p>
|
||||
<p>When a maximum overdue fine balance amount greater than zero is entered in the parameter, the system checks the total current overdue fine balance in patrons' accounts before adding overdue fines. As each overdue item is checked in or renewed, the patron's account is charged the overdue fine until the total current balance reaches the dollar amount limit defined in the parameter. Once the limit is reached, fines for subsequent overdue items are not added to the patron's account. </p>
|
||||
<p> If a dollar amount is entered in the parameter, the threshold is checked when overdue fines are assessed during check-ins or renewals from: the Polaris staff client; self-check units (Polaris ExpressCheck and SIP); Leap; PowerPAC (renewals); and the Polaris API.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />When enabled, this parameter sets the maximum dollar amount for total current overdue fines only. The limit is applied to a patron's account at check in or renewal; it does not apply to manually-added charges, replacement costs or other fees.</p>
|
||||
<p>To set a maximum overdue fine balance amount for all patron accounts in your library system:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the System.</li>
|
||||
<li value="2">Click the <b>Patron Services</b> tab in the details view. </li>
|
||||
<li value="3">Double-click <b>Overdues: Maximum overdue fine balance</b>, and type a dollar amount.</li>
|
||||
</ol>
|
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<p class="indent2">
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<img src="maxoverParam_550x204.png" style="width: 550;height: 204;" alt="" />
|
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<ol data-mc-continue="true">
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<li value="4">Select <b>File > Save</b> to save the setting.</li>
|
||||
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|
||||
<p class="NoteShade"><b>Notes:</b>
|
||||
<br />If your library specifies a maximum overdue fine balance amount, it is recommended that charges for overdue fines are not included on bills for lost items. This is because the overdue fine amount reflected on the bill may not be accurate. See <a href="Overdue_Fines_on_Lost_Items.htm#TOC_Settings_for_Lost_Item" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Settings for Lost Item Charge Options</span></a><span>.</span><br />In addition, when a maximum overdue fine balance is set, the overdue fine amounts displayed in the Estimated Fines dialog box may not be the same as the actual amounts calculated at check-in or renewal. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services/PPuseacct/Estimate_fines_on_currently_checked_out_items.htm">Estimate fines on currently checked out items</a>.</MadCap:conditionalText></p>
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<h1><a name="XREF_65142_Set_fee"></a>Set fee descriptions for branch-level display</h1>
|
||||
<p><a name="kanchor5888"></a><a name="IX_setting_descriptions_to"></a><a name="kanchor5889"></a><a name="IX_setting_entries_for"></a>Fee descriptions are displayed to staff for selection when the staff member adds a charge to the patron account.</p>
|
||||
<p>To set the fee descriptions that should display to staff at a specific branch, edit the fee descriptions, and determine the order of entries in the fee reason list:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, open the <b>Policy Tables</b> folder for the branch, and select <b>Fee Descriptions</b>. The Fee Descriptions table (branch-level version) is displayed in the details view. At the branch level, the table displays a Selected column, indicating whether an entry is displayed for staff selection, and a Sequence column, indicating the entry’s position on the list of reasons.</li>
|
||||
<li value="2">To change an entry’s display setting, select the entry and click <img alt="ModIcon00495.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image15" src="ModIcon00495_28x27.gif" /> or double-click the entry. For example, if the branch does not use Borrow by Mail, you may want to suppress <b>Borrow by mail charge</b> from display in the fee reasons list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Modify fee descriptions dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img src="modifyFeeDescdx_300x91.png" style="width: 300;height: 91;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Yes</b> or <b>No</b> in the Selected box to display or suppress the fee reason. </li>
|
||||
<li value="4">To modify the description, type the new description in the <b>Fee Description</b> box. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The modified description is displayed only at the branch for which you made the setting. It is not changed at the system level.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
<li value="6">To move an entry up or down in the selection list, select the entry and click the up or down arrow at the top of the table.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="FeeDescripOrd.gif" style="margin-bottom: 0.000pt;width: 400;height: 265;" id="image17" src="feedescorder_400x265.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select <b>File </b>><b> Save</b> to save your changes.</li>
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<h1><a name="XREF_54274_Set_lost_item"></a>Set lost item charge options</h1>
|
||||
<p><a name="kanchor67"></a><a name="IX_lost_items_1"></a><a name="kanchor68"></a><a name="IX_setting_billed_items_to"></a><a name="kanchor69"></a><a name="IX_overdue_charges_setting"></a>To set whether billed items are automatically set to Lost (system level only), and how to handle overdue charges on billed and lost items:</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>Lost item charge options</b> to display the Lost item charge options dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LostItemOps.gif" style="margin-bottom: 0.000pt;width: 300;height: 178;" id="image23" src="lostitemchgoptdx_300x178.png" /> </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>See<b> </b><a href="Overdue_Fines_on_Lost_Items.htm#XREF_45254_Policy_Decisions">Policy Decisions for Lost Item Charge Options</a><b> </b>for suggested combinations of settings in this dialog box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">(System level only) Select <b>Overdues: billed items set to lost</b> to make the status of billed items automatically set to Lost.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Set this parameter to <b>Yes</b> if you use collection agency services. This ensures that if a lost item is recovered, the system reports the recovery correctly.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To charge overdue fines when an item’s status changes to lost, select  one or both of the following options:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Charge overdue with bill </b>- If <b>Overdues: billed items set to lost</b> is selected for the system, when the billed item’s status automatically changes to Lost the overdue charge is placed on the patron account, along with other appropriate charges related to lost items (see <a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>). If <b>Overdues: billed items set to lost</b> is <span class="FM_Emphasis">not</span> selected for the system, the billed item’s status remains Out. The overdue charge and any other charges related to billed items are placed on the patron account.</li>
|
||||
<li><b>Charge overdue when declared lost</b> - Select this option to charge overdue fines to the patron account when an item is declared lost by a staff member.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>When <b>Charge overdue when returned</b> is selected, replacement costs are charged immediately when the item’s status changes to Lost, but not overdue fines. If your library uses a collection agency, the patron would be reported only for the total replacement costs. (However, any overdue fines already owed would be included in the collection agency calculation.)</p>
|
||||
<ol start="5">
|
||||
<li value="5">To charge overdue fines to the patron account when a lost item is recovered at circulation, instead of when the item’s status changes to Lost, select <b>Charge overdue when returned.</b></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select <b>Charge overdue with bill</b>, <b>Charge overdue when declared lost</b>, or both, this option is unavailable. </p>
|
||||
<p class="indent2">Libraries that use this option typically charge any replacement and processing fees to the patron when the item’s status changes to Lost, but not overdue charges. If the item is recovered, replacement and processing fees are then waived or credited (if already paid), the overdue fine is calculated up to the point when the item was returned, up to the maximum fine amount, and the overdue charge is placed on the patron account.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you select <b>Charge overdue when returned</b>, set the <b>Lost item recovery</b> parameter for lost-and-paid items to <b>Charge</b> for overdues. See <a href="Set_the_lost_item_recovery_default_actions.htm#XREF_37792_Set_the_lost_item">Set the lost item recovery default actions</a>.</p>
|
||||
<ol data-mc-continue="true">
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<li value="6">Click <b>OK</b>.</li>
|
||||
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<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Charge resolution when lost items are recovered</span> - See <a href="Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</li>
|
||||
<li><span class="FM_BulletHead">Bills</span> - See <a href="../PDPnotices/Overdue_Notices_Bills_and_Combined_Notices.htm#XREF_22538_Defining_Overdue">Overdue Notices, Bills, and Combined Notices</a>.</li>
|
||||
<li><span class="FM_BulletHead">Overdue fines on lost items in estimated fines</span> - See <a href="../PDPblocks/Set_up_estimate_accrued_fine_calculations_and_blocking.htm#XREF_11337_Set_up_estimate">Set up estimate accrued fine calculations and blocking</a>.</li>
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<h1><a name="XREF_37792_Set_the_lost_item"></a>Set the lost item recovery default actions</h1>
|
||||
<p><a name="kanchor528"></a><a name="IX_recovery_defaults_setting"></a>To set the automatic actions for resolving the charges associated with lost items when they are recovered at circulation:</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. To see the patron services parameters list, select the appropriate level - System, Library, Branch.</li>
|
||||
<li value="2">Double-click <b>Lost item recovery</b> to display the Lost Item Recovery Options dialog box. The dialog box opens with the <b>Lost Item Recovery</b> tab selected.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LostItemRecovery.gif" style="margin-bottom: 0.000pt;width: 400;height: 142;" id="image24" src="lostitemrecdx_400x142.png" /> </p>
|
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<ol data-mc-continue="true">
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||||
<li value="3">On the <b>Lost Item Recovery</b> tabbed page, set the processing defaults that should apply when lost items are recovered at circulation, but the charges related to the items <span class="FM_Emphasis">have not been paid or waived</span>:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">In the <b>Default action if recovered in</b> fields, specify the maximum time period for which automatic changes to the patron account should apply. For any specific item, the period you specify is measured from the point when the item was declared lost. The maximum numerical value is 999 (months or years).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>This feature depends on the availability of patron ID information. If your organization purges patron ID information from transactions after a set period of time, 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="../PDPpatacct/Removing_Patron_ID_Information_from_Transaction_Files.htm#XREF_30688_Removing_Patron_ID">Removing Patron ID Information from Transaction Files</a>.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select the checkbox for each circulation situation (normal check in, bulk check in, and check out) where you want to charge or waive lost item fees automatically.</li>
|
||||
</ol>
|
||||
<p class="indent4">If a lost item is recovered in one of the circulation situations you selected before the time specified in the <b>Default action if recovered in</b> fields, fees are charged or waived automatically according to your settings. If the item is recovered after the specified time, the circulation transaction continues but no changes are made to the patron account.</p>
|
||||
<p class="indent4">If you do not select a circulation situation, automatic processing is not applied, and staff members must resolve the charges when a lost item is recovered in that situation. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> <a href="../../Patron_Services/PPlost/Resolve_a_lost-and-unpaid_item_at_circulation.htm#XREF_52854_Resolve_a_lost">Resolve a lost-and-unpaid item at circulation</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">For each circulation situation that you checked, select the automatic action to take for each fee (<b>Overdue fine</b>, <b>Processing fee</b>, and <b>Replacement cost</b>):</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Charge</b> - This option leaves the charge related to the lost item unchanged in the patron account.</li>
|
||||
<li><b>Waive</b> - This option waives the charge in the patron account. For overdues, the charge is placed in the patron account and then automatically waived.</li>
|
||||
</ul>
|
||||
<p class="indent2">The patron’s Account Transaction Summary will be updated according to the action you specify.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about setting replacement costs and processing fees, see <a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>.</p>
|
||||
<ol start="4">
|
||||
<li value="4">Click the <b>Lost-and-paid recovery</b> tab, and set the processing defaults that should apply when lost items are recovered at circulation, and the charges related to the items have already been paid.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LostandPaidRecovery.gif" style="margin-bottom: 0.000pt;width: 400;height: 142;" id="image25" src="lostitemrecpaidtab_400x142.png" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">In the <b>Default action if recovered in</b> fields, specify the maximum time period for which automatic processing should apply. For any specific item, the period you specify is measured from the point when the item was declared lost. The maximum numerical value is 999 (months or years).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>This feature depends on the availability of patron ID information. If your organization purges patron ID information from transactions after a set period of time, 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="../PDPpatacct/Removing_Patron_ID_Information_from_Transaction_Files.htm#XREF_30688_Removing_Patron_ID">Removing Patron ID Information from Transaction Files</a>.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select the checkbox for each circulation situation (normal check-in, bulk check-in, and check-out) where you want to credit lost item fees or leave them as is automatically.</li>
|
||||
</ol>
|
||||
<p class="indent4">If a lost item is recovered before the time specified in the <b>Default action if recovered in</b> fields, in one of the circulation situations you selected, payments are credited or left as is automatically according to your settings. If the item is recovered after the specified time, the circulation transaction continues but no changes are made to the patron account.</p>
|
||||
<p class="indent4">If you do not select a circulation situation, automatic processing is not applied, and staff members must resolve the account when a lost item is recovered in that situation. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services/PPlost/Resolve_a_lost-and-unpaid_item_at_circulation.htm#XREF_52854_Resolve_a_lost">Resolve a lost-and-unpaid item at circulation</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">For each circulation situation that you checked, select the automatic action to take for each fee (<b>Overdue fine</b>, <b>Processing fee</b>, and <b>Replacement cost</b>):</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Charge</b> - For overdue fines only. This option charges overdue fines to the patron’s account calculated from when the item went overdue to the day it was recovered. Libraries that set the <b>Lost item: Charge overdue when returned</b> parameter (see <a href="Set_lost_item_charge_options.htm#XREF_54274_Set_lost_item">Set lost item charge options</a>) typically charge any replacement and processing fees to the patron when the item’s status changes to Lost, but not overdue charges. If the item is recovered, replacement and processing fees are then waived or credited (if already paid), the overdue fine is calculated up to the point when the item was returned, up to the maximum fine amount, and the overdue charge is placed on the patron account.</li>
|
||||
<li><b>Credit</b> - This option credits the patron’s account for the payment amount related to the lost item. If an amount was partially paid, the paid amount is credited and the unpaid balance is waived. For payments made by credit card:<ul type="disc"><li><b>PayPal PayFlow Link</b> - A “dummy” refund is created instead of a credit. The refund will appear as a refund in the Polaris patron account and a refund transaction created. This transaction is available for reporting in the Refunds to Credit Card Payments report . You can use the report to cross-check transactions logged in Payflow Link. (Note that the refund must also be made from Payflow Link.) Instead of automatically crediting the patron’s account, you may want to set the lost-and-paid item recovery options to Leave as is. With this setting, the payments remain in the Polaris patron account and the refund or credit can be done from Payflow Link. </li><li><b>PayPal Payflow Pro</b> - Polaris issues a refund to the credit card account. </li><li><b>Payments Gateway</b> - A "dummy" refund is created instead of a credit. The refund will appear as a refund in the Polaris patron account and a refund transaction created. This transaction is available for reporting in the Refunds to Credit Card Payments report. You can use the report to cross-check transactions logged in the Virtual Terminal. (Note that the refund must also be made from the Virtual Terminal.) Instead of automatically crediting the patron’s account, you may want to set the lost-and-paid item recovery options to Leave as is. With this setting, the payments remain in the Polaris patron account and the refund or credit can be done from Payments Gateway. Or your library may choose to disable all automatic recovery actions, forcing staff to create manual refunds when a lost-and-paid item is recovered.</li><li><b>Comprise SmartPay</b> - Automatic credits are not supported. The payment is left as is.</li><li><b>EnvisionWare (integrated)</b> - Automatic credits are not supported. The payment is left as is.</li></ul></li>
|
||||
<li><b>Leave as is</b> - This option leaves the transactions related to the lost item unchanged in the patron account.</li>
|
||||
</ul>
|
||||
<p class="indent2">The patron’s Account Transaction Summary will be updated according to the action you specify.</p>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<p>Separate settings control whether overdue fines are charged when an item is declared lost, when an item’s status is automatically changed to lost when it is billed, or when a lost item is recovered at circulation. See <a href="Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a>.</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>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Set the replacement charge defaults</h1>
|
||||
<p><a name="kanchor1588"></a><a name="IX_replacement_setting"></a><a name="kanchor1589"></a><a name="IX_setting_10"></a>To set the defaults for item replacement charges:</p>
|
||||
<ol>
|
||||
<li value="1"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>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>Replacement fee options</b> to display the Replacement Fee Defaults dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dReplacFeeDx.gif" style="margin-bottom: 0.000pt;width: 300;height: 380;" id="image18" src="replacementfeedefaultsdx_300x380.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Choose how replacement charges should be calculated:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To use the original purchase price (if specified in the item record), click <b>Use item record price field or default</b>. If the original purchase price is not available for the calculation, the value specified in the <b>Replacement cost</b> field for the material type is used.</li>
|
||||
<li>To always use the replacement cost for the material type, and ignore actual purchase prices, click <b>Use defaults only</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the original purchase price is specified in the item record as $0.00 (the item was free), no replacement cost is charged.</p>
|
||||
<ol start="4">
|
||||
<li value="4">For each material type, in the <b>Replacement Cost</b> field, type the standard replacement value that is specified by library policy.</li>
|
||||
<li value="5">For each material type, in the <b>Processing Fee</b> box, type the amount to charge a patron for processing a replacement item.</li>
|
||||
<li value="6">Click <b>OK</b> on the dialog box.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</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>
|
||||
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Reference in New Issue
Block a user