Staff Client Help v7.0
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<h1><a name="XREF_35804_Add_a_item_block"></a>Add an item block description</h1>
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<p><a name="kanchor5165"></a><a name="IX_items_defining"></a><a name="kanchor5166"></a><a name="IX_adding_entries_15"></a>To add an item block description in the Item Block Descriptions database table:</p>
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<ol>
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<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>
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<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>
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<li value="3">Select the branch that needs the item block description in the <b>Organization</b> list.</li>
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</ol>
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<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>
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<ol data-mc-continue="true">
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<li value="4">Type the text describing the item block in the <b>Description</b> box.</li>
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</ol>
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<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>
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<ol data-mc-continue="true">
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<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>
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<li value="6">Select <b>File | Save</b> to save your changes. The status bar indicates that the record is saved.</li>
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</ol>
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<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
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<ul type="disc">
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<li><a name="kanchor5167"></a><a name="IX_display_order"></a><a name="kanchor5168"></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>
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<li><a name="kanchor5169"></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>
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<li><a name="kanchor5170"></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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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</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">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_88396_Add_a_patron_block"></a>Add, select, and order patron block descriptions</h1>
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<p><a name="kanchor5640"></a><a name="IX_displaying_library"></a><a name="kanchor5641"></a><a name="IX_patron_defining_1"></a><a name="kanchor5642"></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>
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<ol>
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<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>
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</ol>
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<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>
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<ol data-mc-continue="true">
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<li value="2"><b>(System or library level only)</b> To add a new block, follow these steps:</li>
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</ol>
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<ol style="list-style-type: lower-alpha;">
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<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>
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<li value="2">Type text describing the patron block in the <b>Description</b> box.</li>
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</ol>
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<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>
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<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
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<li value="3">Click <b>OK</b> on the dialog box.</li>
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</ol>
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<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>
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<ol start="3">
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<li value="3"><a name="kanchor5643"></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>
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</ol>
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<ol style="list-style-type: lower-alpha;">
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<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>
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</ol>
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<p class="indent2">
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<img alt="dPatrnBlokModify.gif" style="margin-bottom: 0.000pt;width: 307;height: 121;" id="image13" src="dPatrnBlokModify_307x121.gif" /> </p>
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<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
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<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>
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<li value="3">Select <b>Yes</b> or <b>No</b> in the <b>Display in PAC</b> box to change that status.</li>
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</ol>
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<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>
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<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>
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<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
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<li value="4">Click <b>OK</b>.</li>
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</ol>
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<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>
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<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>
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<ol start="4">
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<li value="4"><a name="kanchor5644"></a><a name="IX_display_order_1"></a><a name="kanchor5645"></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>
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</ol>
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<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>
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<ol data-mc-continue="true">
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<li value="5">Select <b>File | Save</b>.</li>
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</ol>
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<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
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||||
<p><a name="kanchor5646"></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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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<tbody>
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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">7.0</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">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPblocks/Calculating_and_Blocking_for_Estimated_Accrued_Fines.htm">Open topic with navigation</a>
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<h1><a name="XREF_11603_Calculating_and"></a>Calculating, Blocking for, and Displaying Estimated Accrued Fines</h1>
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<p><a name="kanchor3567"></a><a name="IX_including_in_estimated_1"></a><a name="kanchor3568"></a><a name="IX_including_in_estimated"></a><a name="kanchor3569"></a><a name="IX_including_estimated_1"></a><a name="kanchor3570"></a><a name="IX_including_estimated"></a><a name="kanchor3571"></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>
|
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<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>
|
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<ul type="disc">
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<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>
|
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</ul>
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<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>
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||||
<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>
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||||
</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">
|
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<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>
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</ul>
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<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;float: alignleft;margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" class="TableStyle-BlueHeader" cellspacing="1">
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<thead>
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<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>
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</tr>
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||||
</thead>
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||||
<tbody>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
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<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;float: alignleft;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" />
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||||
<col class="TableStyle-BlueHeader-Column-Column1" />
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||||
<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="kanchor3572"></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. <a href="../../Patron_Services/PPuseacct/Estimate_fines_on_currently_checked_out_items.htm#XREF_48833_Estimating_fines" data-mc-conditions="Primary.Hidden,Primary.Online">Estimate fines on currently checked out items</a> 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. <a href="../../Patron_Services/PPuseacct/Estimate_fines_on_currently_checked_out_items.htm#XREF_48833_Estimating_fines" data-mc-conditions="Primary.Hidden,Primary.Online">Estimate fines on currently checked out items</a></p>
|
||||
<h3 style="font-size: 12pt;">PAC Patron Account Display</h3>
|
||||
<p><a name="kanchor3573"></a><a name="IX_estimated_display_in_PAC"></a><a name="kanchor3574"></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="kanchor3575"></a><a name="IX_estimated_display_in_1"></a><a name="kanchor3576"></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="kanchor3577"></a><a name="IX_estimated_option_in"></a><a name="kanchor3578"></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 (check) <b>Estimate Fines</b> in the Phone Attendant configuration utility. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a><span class="FM_LinkArea">Set Phone Attendant options for specific lines</span></a>.</MadCap:conditionalText></p>
|
||||
<p class="indent">
|
||||
<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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|
||||
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|
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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>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="Defining_Patron_Block_Descriptions.htm">Defining Patron Block Descriptions</a>
|
||||
</li>
|
||||
<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>
|
||||
</li>
|
||||
<li><a href="Defining_Material_Type_Group_Limits.htm">Defining Material Type Group Limits</a>
|
||||
</li>
|
||||
<li><a href="Defining_Patron-Initiated_Circulation_Blocks.htm">Defining Patron-Initiated Circulation Blocks</a>
|
||||
</li>
|
||||
<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="kanchor2711"></a><a name="IX_item_overview_1"></a><a name="kanchor2712"></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="kanchor2713"></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>
|
||||
<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="kanchor1341"></a><a name="IX_limiting_by_material"></a><a name="kanchor1342"></a><a name="IX_request_limits_by"></a><a name="kanchor1343"></a><a name="IX_loan_limits_overview"></a><a name="kanchor1344"></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" class="Heading MCXref xref xrefHeading"><span style="color: Blue;" class="mcFormatColor">List and modify loan and request limit entries</span></a></p>
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<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>
|
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<p>See also:</p>
|
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<ul>
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<li><a href="#TOC_Patron_Overdue_Limits" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Overdue Limits</span></a>
|
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</li>
|
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<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>
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</li>
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</ul>
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<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="kanchor1345"></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="kanchor1346"></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>
|
||||
<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="kanchor1347"></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="kanchor1348"></a><a name="IX_adding_entries_16"></a><a name="kanchor1349"></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="kanchor5498"></a><a name="IX_setting_loan_limits_by_1"></a><a name="kanchor5499"></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>
|
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<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="kanchor4125"></a><a name="IX_ebook_circulation"></a><a name="kanchor4126"></a><a name="IX_renewals_from_PAC"></a><a name="kanchor4127"></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"><a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm">Consortium Circulation parameter</a>. </MadCap:conditionalText></p>
|
||||
<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"><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>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="kanchor3900"></a><a name="IX_See_patron_blocks"></a><a name="kanchor3901"></a><a name="IX_patron_overview_2"></a><a name="kanchor3902"></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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<img alt="PatronBlocks.gif" style="width: 331.040pt;height: 240.320pt;margin-bottom: 0.000pt;" id="image8" src="PatronBlocks.gif" /> </p>
|
||||
<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="kanchor3903"></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>
|
||||
</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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPblocks/List_and_modify_loan_and_request_limit_entries.htm">Open topic with navigation</a>
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<h1><a name="XREF_77623_List_and_modify"></a>List and modify loan and request limit entries</h1>
|
||||
<p><a name="kanchor2906"></a><a name="IX_setting_for_loan_limits"></a><a name="kanchor2907"></a><a name="IX_displaying_8"></a><a name="kanchor2908"></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. <a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm"> </a><MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../EContent Integration/EContentPAC/Setting_up_a_digital-branch.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="kanchor2909"></a><a name="IX_modifying_overdue_items"></a><a name="kanchor2910"></a><a name="IX_modifying_limits_by"></a><a name="kanchor2911"></a><a name="IX_modifying_fine_limits"></a><a name="kanchor2912"></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="kanchor2913"></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="kanchor2914"></a><a name="IX_setting_loan_limits_by"></a><a name="kanchor2915"></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="kanchor2916"></a><a name="IX_setting_request_limits"></a><a name="kanchor2917"></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 | 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><a name="kanchor2918"></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="kanchor2919"></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>
|
||||
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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="kanchor4719"></a><a name="IX_setting_on_PAC_ebook"></a><a name="kanchor4720"></a><a name="IX_setting_on_PAC_telephone"></a><a name="kanchor4721"></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 | 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"><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="kanchor4722"></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 . For Polaris ExpressCheck, see the <span class="FM_Emphasis" style="font-style: italic;">Polaris ExpressCheck Administration Guide</span>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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|
||||
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|
||||
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|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</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">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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|
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|
||||
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|
||||
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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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_69077_Set_up_blocks_for"></a>Set up blocks for claims</h1>
|
||||
<p><a name="kanchor3293"></a><a name="IX_setting_for_claims"></a><a name="kanchor3294"></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"><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>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File | Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Overdue fines on claimed items in estimated fines</span> - <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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|
||||
</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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||||
<tbody>
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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">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<col />
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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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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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>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2021</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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|
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<table style="width: 100%;">
|
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<col />
|
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<tbody>
|
||||
<tr>
|
||||
<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 Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc."><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Long variable">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_11337_Set_up_estimate"></a>Set up estimate accrued fine calculations and blocking</h1>
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<p><a name="kanchor3099"></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>
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<ol>
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<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>
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<li value="2">If you want to include overdue fines for claimed items in the estimated fine calculation, select (check) <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>
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</ol>
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<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>
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<ol data-mc-continue="true">
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<li value="3">If you want to include overdue fines for lost items in the calculation, select (check) <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>
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</ol>
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<p class="indent2"><span class="FM_BulletHead">Overdue is charged when the item is billed</span>:</p>
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<blockquote>
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<ul type="disc">
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<li>Lost with unpaid replacement and unpaid overdue: <b>Lost/Unpaid</b></li>
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<li>Lost with paid replacement and unpaid overdue: <b>Lost/Accruing</b></li>
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<li>Lost with unpaid replacement and paid overdue: <b>Lost/Unpaid</b></li>
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</ul>
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</blockquote>
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<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>
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</p>
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<blockquote>
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<ul type="disc">
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<li>Lost with unpaid replacement and accruing overdue: <b>Lost/Unpaid</b></li>
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<li>Lost with paid replacement and accruing overdue: <b>Lost/Accruing</b></li>
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</ul>
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</blockquote>
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<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>
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<ol data-mc-continue="true">
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<li value="4">If you want to block patrons based on estimated fine amounts, select (check) <b>Block for estimated fines</b>.</li>
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<li value="5">Click <b>OK</b>.</li>
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</ol>
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<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
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<ul type="disc">
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<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>
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<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>
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<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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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.0</span></td>
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Reference in New Issue
Block a user