Staff Client Help v7.2
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<h1><a name="XREF_22292_Add_a_patron_block"></a>Add a Patron Block</h1>
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<p><a name="kanchor2818"></a><a name="IX_adding_to_a_patron_s"></a>You can manually add library-defined blocks to a patron record. Authorized staff can also create free-text blocks. </p>
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<p>To add a block to a patron’s record:</p>
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<p class="NoteShade"><b>Note:<br /></b>You can also add a blocking note to a patron record. Blocking notes block the patron at normal check-out and renewal. See <a href="../PPregstr/Create_or_edit_a_patron_status_note.htm#XREF_49183_Create_or_edit_a">Create or edit a patron status note</a>.</p>
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<ol>
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<li value="1">Display the patron’s record in the Patron Status workform - General view. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>. The General view includes a list of current blocks. The blocks may be staff-generated or system-generated, such as those for overdues.</li>
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<li value="2">Click <b>Add </b>to display the Patron Block dialog box.</li>
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<li value="3">Add a library-assigned or free-text block:
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<ul type="disc"><li>To add a library-assigned block, such as <b>Address Correction Required</b> or <b>See Supervisor, </b>click <b>Library assigned</b> and select a block in the <b>Library assigned</b> box. <p class="NoteShade"><b>Note:<br /></b>The available blocks and the order in which they are listed are defined for the library in Polaris Administration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPblocks/Defining_Patron_Block_Descriptions.htm#XREF_30175_Defining_Patron">Defining Patron Block Descriptions</a>.</MadCap:conditionalText></p></li></ul><ul type="disc"><li>To add a free-text block, click <b>Free text</b> and type a block description in the <b>Free text</b> box (255 characters maximum).</li></ul></li>
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<li value="4">Click <b>OK</b> on the dialog box. The General view appears, and the new block appears in the Block Description list.
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<p class="NoteShade"><a name="kanchor2819"></a><a name="IX_displaying_patron_free"></a><b>Note:<br /></b>The Block Description list shows only one line of a free-text block. If the block text is too long to display on one line, you can place the cursor over the line. The entire block text is displayed in a tooltip.</p></li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
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<h1><a name="XREF_83242_Delete_a_patron"></a>Delete a Patron Block</h1>
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<p><a name="kanchor4161"></a><a name="IX_deleting_patron"></a>You cannot edit blocks. However, authorized library staff can manually delete staff-generated blocks. You must select and delete one block at a time. You can also delete a blocking note from the patron record. </p>
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<p>To delete a patron block from a patron’s record:</p>
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<p class="NoteShade"><b>Note:<br /></b>Polaris automatically deletes system-generated blocks when the particular blocking conditions are no longer met. For example, when an overdue item is checked in, the overdue block is deleted.</p>
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<ol>
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<li value="1">Display the patron’s record in the Patron Status workform - General view. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li>
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<li value="2">For staff-generated blocks, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select the block that you want to delete in the Block Description list. You cannot delete system-generated blocks, such as for overdues.</li><li value="2">Click <b>Delete Block</b>. The block is removed from the list.</li></ol></li>
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</ol>
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<ol start="3">
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<li value="3">To delete a blocking note, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select <b>View, Notes</b>, or click <img alt="NotesBtn.gif" style="margin-bottom: -8.000pt;width: 30;height: 18;" id="image5" src="NotesBtn_30x18.gif" class="imginline" />.</li><li value="2">Select the text in the <b>Blocking</b> note field, and press <b>DELETE</b>.</li></ol></li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPblocks.fm" /><title>Manage Item Blocks at Circulation</title>
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<h1><a name="XREF_33474_Manage_item_blocks"></a>Manage Item Blocks at Circulation</h1>
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<p><a name="kanchor2546"></a><a name="IX_managing_at_circulation_1"></a><a name="kanchor2547"></a><a name="IX_item_at_circulation"></a>At check-out, renewal, or check-in, the Item Blocks dialog box appears if there are any blocks on the item record. You must take action before you can enter the next item barcode.</p>
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<p><a name="kanchor2548"></a><a name="IX_circulating"></a><a name="kanchor2549"></a><a name="IX_On_Order_items_1"></a><a name="kanchor2550"></a><a name="IX_On_Order_items"></a>Occasionally you may encounter an item with a status of On-Order at circulation. If an item has a status of On-Order and it is linked to a purchase order or invoice line item, a message is displayed. You cannot override the block, and you cannot manually change the status in the item record. The item must be received through Polaris Acquisitions before it can circulate.</p>
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<p class="NoteShade"><b>Note:<br /></b>If an item has a status of On-Order, but it is not linked to a purchase order or invoice line item, no block message is displayed. This may occur in libraries that do not use the Polaris Acquisitions subsystem. You can check the item in, then circulate the item in the usual way. In addition, in the item record, you can change the item from On-Order to certain selected statuses. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../PPckout/Display_item_record_information.htm#XREF_35266_Display_item">Display item record information</a>.</MadCap:conditionalText></p>
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<p><a name="kanchor2551"></a><a name="IX_unexpected_item_status"></a>Some circulation item statuses, such as Unavailable or Withdrawn, will prevent an item check-out. In this case you receive an error message, and you must check the item in before you can continue. </p>
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<p><b>To manage item blocks at circulation</b>
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</p>
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<ol>
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<li value="1">Do one of the following actions:
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<ul><li>To override the blocks and continue the transaction, click <b>Yes</b> or press <b>ENTER</b>.
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||||
<p class="NoteShade"><b>Note:<br /></b>At checkout or renewal, you must have the appropriate permissions to override blocks. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>.</MadCap:conditionalText></p></li><li>To stop the transaction, click <b>No</b>.</li><li>To open the item record workform, double-click the block text or click <b>Item Record</b> and go to step 2.</li></ul></li>
|
||||
<li value="2">Resolve the block as necessary (or exit the workform and click <b>No</b> on the Item Blocks dialog box to stop the transaction):<ol style="list-style-type: lower-alpha;"><li value="1">Select <b>View, Notes and Notices</b> on the Item Record workform to see an item’s notes and blocks.</li></ol></li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must have the permission <b>Item record: Modify notes and notices</b> to open this view and delete blocks.</p>
|
||||
<li value="3">Remove <b>Library assigned</b> or <b>Free text </b>blocks if appropriate, and save the record.
|
||||
|
||||
<p class="indent2">Item records with a record status of Deleted or Provisional will also prevent a check-out. In this case a special error message will display. The item should probably not be checked out in any case, and may require special handling. it is best to take appropriate steps to manage the item record.</p></li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPblocks/Manage_patron_blocks_at_circulation.htm">Open topic with navigation</a>
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<h1><a name="XREF_35786_Manage_patron"></a>Manage Patron Blocks at Circulation</h1>
|
||||
<p><a name="kanchor4352"></a><a name="IX_managing_at_circulation"></a>When you check out or renew items for a patron, the Patron Blocks dialog box appears if there are one or more blocks on the patron record or on associated patron records with a blocking relationship. You must take action before you check out the next patron.</p>
|
||||
<p> To manage patron blocks at circulation:</p>
|
||||
<ol>
|
||||
<li value="1">Do one of the following actions:<ul type="disc"><li>To override the blocks and continue the transaction, click <b>Yes</b> (or press <b>Y</b>) on the Patron Blocks dialog box. You must have the appropriate permissions to override blocks. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPstart/Setting_Circulation_Permissions.htm#XREF_33495_Setting">Setting Circulation Permissions</a>. </MadCap:conditionalText></li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><a name="kanchor4353"></a><a name="IX_collection_agency"></a><b>Note:<br /></b>If the patron account has been sent to a collection agency and you do not have permission to override the block, the block is marked by a yellow alert icon <img alt="AlertIcon.gif" style="margin-bottom: -6.000pt;width: 19;height: 18;" id="image1" src="AlertIcon_19x18.gif" />. To override this block, you must have the specific permission <b>Override collection agency block: Allow</b>. (In this case, the icon is not displayed.)</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="indent2">If the only block is for a held item, you can override the block without special permission.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li>To stop the transaction, click <b>No</b> (or press <b>N</b>) on the Patron Blocks dialog box.</li>
|
||||
<li>Select a block to manage on the Patron Blocks dialog box and go to step 2. You can use the up and down arrow keys to select a block.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can click <b>Patron Status</b> or <b>Patron Registration</b> on the Patron Blocks dialog box to open these workforms, regardless of which block is selected.</p>
|
||||
</blockquote>
|
||||
<ol start="2">
|
||||
<li value="2">With the block selected, press <b>Enter</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The appropriate workform opens. For example, if the block is <b>Patron owes money</b>, the Patron Status workform - Account view opens. For Verify Patron blocks, the Patron Registration workform opens. For associated patron blocks, the Patron Status workform for the associated patron opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Resolve the block as necessary (or exit the workform and click <b>No</b> on the Patron Blocks dialog box to stop the transaction):<ul type="disc"><li>For overdue or long overdue blocks, check in the items, make claims, or declare the items lost. See <a href="../PPckin/Doing_Normal_Item_Check-Ins.htm#XREF_20651_Checking_Items_In">Doing Normal Item Check-Ins</a>, <a href="../PPclaims/Working_with_Claims.htm#XREF_21373_Working_with_Claims">Working with Claims</a>, or <a href="../PPlost/Managing_Lost_Items.htm#XREF_14110_Managing_Lost_Items">Managing Lost Items</a>.</li><li>For amounts owed, resolve the charges. See <a href="../PPuseacct/Processing_Charges_and_Payments.htm#XREF_54418_Charges_and">Processing Charges and Payments</a>.</li><li>For Verify Patron blocks, verify the patron’s account information and save the patron record. See <a href="Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>.</li><li>For unread patron messages, an alert message appears in the Patron Blocks dialog box. You can continue the check-out operation or cancel it, and you can also click the block text to open the Patron Status workform - Notes view. The alert message does not place any blocks on patron activity in the PAC. For more information about patron messages, see <a href="../PPregstr/Posting_Patron_Messages.htm#XREF_35384_Posting_Patron">Posting Patron Messages</a>.</li><li>Delete staff-generated blocks or blocking notes if appropriate. See <a href="Delete_a_patron_block.htm#XREF_83242_Delete_a_patron">Delete a patron block</a>.</li></ul></li>
|
||||
</ol>
|
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</div>
|
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<tr>
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
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<h1><a name="XREF_55711_Verify_patron_self"></a>Resolve a Verify Patron block</h1>
|
||||
<p><a name="kanchor2292"></a><a name="IX_overview_28"></a><a name="kanchor2293"></a><a name="IX_Verify_Patron"></a><a name="kanchor2294"></a><a name="IX_resolving"></a><a name="kanchor2295"></a><a name="IX_verifying"></a>Your library may allow patrons to register online through the PAC. The patron receives a temporary barcode to use for placing requests, and a new patron record is created with a Verify Patron block. This block alerts staff that the record needs to be reviewed and a permanent barcode assigned. An automatic email message alerts designated library staff members that a patron has self-registered. A similar process occurs if your library allows patrons to update their account information through the PAC. Your library may also place a Verify Patron block on patron records created through <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">express registration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Entering patron information during the check-out process as a service to new, unregistered patrons.</span></a>, and on registrations renewed through Polaris ExpressCheck. Patron records created offline also receive a Verify Patron block. </p>
|
||||
<p>To review a new or updated record, modify it if necessary, and resolve the block:</p>
|
||||
<ol>
|
||||
<li value="1">Display the patron’s record in the Patron Registration workform, using one of the following methods:
|
||||
|
||||
<ul><li>Highlight the <b>Verify patron</b> message in the Patron Blocks dialog box, and press <b>Enter</b>.</li><li>On the Polaris Shortcut bar, select <b>Patron Services</b> > <b>Patron Records</b> to find and open the record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.
|
||||
<p class="NoteShade"><b>Note:<br /></b>The temporary barcodes that are created when patrons self-register begin with <b>PACREG</b>.</p></li></ul></li>
|
||||
<li value="2">If necessary, type or scan a valid patron barcode in the <b>Barcode</b> box.</li>
|
||||
<li value="3">If you want to change the patron code, select another code in the <b>Patron code</b> box.</li>
|
||||
<li value="4">If you want to change the statistical code, select another code in the <b>Statistical class</b> box.</li>
|
||||
<li value="5">Make any additional settings, such as <b>Expiration Date</b>, that your library may require.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save the record. The Verify Patron block message appears.</li>
|
||||
<li value="7">Click <b>Remove Block</b>. The record is saved, and the block is removed.
|
||||
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also delete the Verify Patron block from the Patron Status workform - General view at any time. See <a href="Delete_a_patron_block.htm#XREF_83242_Delete_a_patron">Delete a patron block</a>.</p></li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Verify Patron Data report</span> - Run the Verify Patron Data report to list patrons with Verify Patron blocks. See <a href="../PPregstr/Patron_Registration_Reports.htm#XREF_54098_Patron">Patron Registration Reports</a>.</li>
|
||||
<li><span class="FM_BulletHead">Express registration block</span> - A Polaris Administration setting controls whether a Verify Patron block is placed on a patron record created through express registration. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Express_Registration_Defaults_and_Requirements.htm#XREF_60272_Setting_Express">Setting Express Registration Defaults and Requirements</a>.</MadCap:conditionalText></li>
|
||||
<li><span class="FM_BulletHead">Setting Polaris to permit patron self-registration and updates</span> - See<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Public_Access_Admin/PDOPatAcc/Setting_Up_Patron_Account_Access.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Patron Account Access and Options</span></a>.</MadCap:conditionalText></li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
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<h1><a name="XREF_36202_Working_with"></a>Working with Blocks (Stops)</h1>
|
||||
<p><a name="kanchor3436"></a><a name="IX_staff_generated_overview"></a><a name="kanchor3437"></a><a name="IX_system_generated_overview"></a><a name="kanchor3438"></a><a name="IX_See_blocks"></a>Blocks on patron or item records may interrupt check-out or renewal. When a patron or item is blocked, a block notification message appears. Authorized library staff can override the block and continue with the transaction. System-generated blocks are applied and removed automatically by Polaris. Staff-generated blocks are applied by a staff member and must be manually removed by a staff member. Staff-generated blocks may be library-assigned or free-text blocks. You can also place a blocking note in a patron record.</p>
|
||||
<p><a name="kanchor3439"></a><a name="IX_patron_overview"></a>Blocks may be associated with a patron record or an item record. Patron blocks indicate that a patron may not check out at all or that special conditions, such as a held item, require attention. For example, a block may indicate that a patron's address needs to be checked, the patron's registration has expired, the patron’s account is delinquent according to library policies, the patron requires special services, or that checking out an item would exceed a library-defined limit on certain materials, groups of materials, or reserve items. </p>
|
||||
<p>Polaris automatically blocks patron records for held items, overdue and long overdue items, money owed over a library-specified amount, accounts in collection, and an excessive number of items claimed. If your library allows self-registration and account updates from the PAC, Polaris blocks patrons with a Verify Patron block, which flags the record for staff review. This block is also placed on patron records created offline. Your library may also place Verify Patron blocks on express registrations created at check-out. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Manage_patron_blocks_at_circulation.htm#XREF_35786_Manage_patron">Manage patron blocks at circulation</a>
|
||||
</li>
|
||||
<li><a href="Resolve_a_Verify_Patron_block.htm#XREF_55711_Verify_patron_self">Resolve a Verify Patron block</a>
|
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</li>
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<li><a href="Add_a_patron_block.htm#XREF_22292_Add_a_patron_block">Add a patron block</a>
|
||||
</li>
|
||||
<li><a href="Delete_a_patron_block.htm#XREF_83242_Delete_a_patron">Delete a patron block</a>
|
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</li>
|
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<li><a href="../PPregstr/Updating_Address_and_Expiration_Term.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Patron Registration Check Dates</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<p><a name="kanchor3440"></a><a name="IX_item_overview"></a>Item blocks, like patron blocks, may indicate that an item should not be checked out at all, or that it requires special handling. These include blocks for non-circulating items and items that are being held for another patron, belong to another library, or have a status other than In, such as On Order, In-transit, Missing, Lost, or Withdrawn. Polaris also blocks items that have notes, are chargeable, or items that were created on-the-fly. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Manage_item_blocks_at_circulation.htm#XREF_33474_Manage_item_blocks">Manage item blocks at circulation</a>
|
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</li>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Cataloging/PKitems/Creating_Item_Records.htm#XREF_30368_Creating_Item">Creating Item Records</a>
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</li>
|
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<li data-mc-conditions="Primary.Hidden,Primary.Online"><a name="kanchor3441"></a><a name="IX_charging_for_renewal"></a><a name="kanchor3442"></a><a name="IX_charging_for_check_out"></a><a href="../../Patron_Services_Admin/PDPfines/Charging_for_Checkout_and_Renewal.htm#XREF_94300_Charging_for">Charging for Checkout and Renewal</a>.</li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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Reference in New Issue
Block a user