Staff Client Help v7.0
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<h1><a name="XREF_85723_Add_a_Fee"></a>Add a fee description entry</h1>
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<p><a name="kanchor3619"></a><a name="IX_setting_up_descriptions"></a><a name="kanchor3620"></a><a name="IX_adding_entries_12"></a>To add a fee description to the Fee Descriptions policy table:</p>
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<p class="NoteShade"><b>Note:<br /></b>Check existing descriptions before you add a new one. You cannot delete duplicate descriptions.</p>
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<ol>
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<li value="1">In the Administration Explorer, open the <b>Policy Tables</b> folder for the organization, and select <b>Fee Descriptions</b>. The Fee Descriptions table is displayed in the details view.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>In the Fee Descriptions table, ID numbers preceded by a minus sign are supplied by the system and used in system processes.</p>
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<ol data-mc-continue="true">
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<li value="2">Click <img alt="btnInsert00493.gif" style="width: 28;height: 18;" src="btnInsert00493_28x18.gif" class="imginline" /> to display the Insert Fee Descriptions dialog box.</li>
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<img alt="dFeeDescriptDx.gif" style="margin-bottom: 0.000pt;width: 307;height: 66;" id="image12" src="insertfeedescripdx_307x66.png" /> </p>
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<ol data-mc-continue="true">
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<li value="3">Type text describing the type of fee in the <b>Fee Description</b> box.</li>
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<li value="4">Click <b>OK</b> on the dialog box. The Fee Descriptions policy table appears with the new fee description name. The status bar indicates that the modification is pending.</li>
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<li value="5">Select <b>File | Save</b> to save your changes. The status bar indicates that the record is saved.</li>
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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="kanchor3621"></a><a name="IX_modifying_entries_16"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry, click <img alt="ModIcon00494.gif" style="margin-bottom: -6.000pt;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 28;height: 27;" id="image13" src="ModIcon00494_28x27.gif" />, and change the description.</li>
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</ul>
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<p class="NoteShade"><b>Important:<br /></b>Any changes to an existing fee description are immediately applied to all records using the original fee. Descriptions should be maintained as is for accounting purposes, as long as charges using a description are kept on the patron records or are assigned an amount.</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Set branch-level display</span> - See <a href="Set_fee_descriptions_for_branch-level_display.htm#XREF_65142_Set_fee">Set fee descriptions for branch-level display</a></li>
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<li><span class="FM_BulletHead">Replacement fees</span> - You can set a default replacement fee amount and a processing fee amount for items the library cannot recover. See <a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>.</li>
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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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<h1><a name="XREF_43640_Add_a_fine_amount"></a>Add a fine amount</h1>
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<p><a name="kanchor5653"></a><a name="IX_adding_a_fine_amount"></a><a name="kanchor5654"></a><a name="IX_adding_entries_11"></a>To add a fine amount to the Fines policy table:</p>
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<p class="NoteShade"><b>Note:<br /></b>The default fine amount, default maximum fine, and default grace period are set with the Patron Services parameter <b>Fine and Loan period defaults</b>, and when you add a new fine code the default value is used until you change it. If for some reason a fine amount cannot be calculated, the setting for the system-level parameter<b> Undefined Fine Amount</b> is used. This setting is also used automatically when a new organization or patron code is added to the table.</p>
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<ol>
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<li value="1">In the Administration Explorer, open the <b>Policy Tables</b> folder for the organization, and select <b>Fines</b>. The Fines table is displayed.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>To better manage memory, a program-defined row limit determines whether this table can be opened at a specific organizational level. For example, if the table is opened at the system level and would require more than the limit (comprising entries from all branches) to be loaded, you will see a message advising you to open the table at a lower organizational level.</p>
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<ol data-mc-continue="true">
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<li value="2">Click <img alt="btnInsert00491.gif" style="width: 28;height: 18;" src="btnInsert00491_28x18.gif" class="imginline" /> to display the Insert Fines dialog box.</li>
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<li value="3">Select the organization for which you are assigning the fine in the <b>Organization</b> box.</li>
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</ol>
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<p class="NoteShade"><b>Note: <br /></b>If the Fines policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
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<ol data-mc-continue="true">
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<li value="4">Select the patron code for the fine amount in the <b>Patron Code</b> box.</li>
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<li value="5">Select a fine name in the <b>Fine Code</b> box to associate with the patron code shown in the <b>Patron Code</b> box. The options available in the <b>Fine Code</b> box depend on the organization you selected. See <a href="Setting_Fine_Codes.htm#XREF_25798_Describing_Fine">Setting Fine Codes</a>.</li>
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</ol>
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<p class="NoteShade"><a name="kanchor5655"></a><a name="IX_using_undefined_fine"></a><b>Note:<br /></b>If a relationship between the patron code and fine code cannot be found in the Fine Code policy table, Polaris uses the setting in the Patron Services parameter <b>Undefined fine amount</b>, which is set at the system level. The default value is $5.00. This value is also used to automatically populate the table if a new branch or patron code is added.</p>
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<ol data-mc-continue="true">
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<li value="6">In the <b>Amount</b> box, type the amount of money to fine for a single loan period unit for the item.</li>
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</ol>
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<p class="NoteShade"><b>Example:<br /></b>The loan period unit for a certain type of item is daily. To set up a fine of 10 cents per day, type $0.10 in the <b>Amount</b> box.</p>
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<p class="indent2">Loan period units are defined in the Loan Period policy table. See <a href="../../PDPloans/Defining_Loan_Period_Durations.htm#XREF_40553_Defining_Loan">Defining Loan Period Durations</a>. Polaris uses the loan period unit for which an item was charged and the value you put in the <b>Amount</b> box to calculate the fine.</p>
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<ol data-mc-continue="true">
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<li value="7">In the <b>Maximum Fine</b> box, type the total amount that can be fined for items associated with this fine description and charged to the selected patron code.</li>
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<li value="8"><a name="kanchor5656"></a><a name="IX_grace_units_setting"></a>In the <b>Grace Units</b> box, type the number of loan period units allowed for an overdue item before Polaris begins calculating a fine.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>The actual time specified by the <b>Grace Units</b> setting depends on the loan period unit used when the item was checked out. For example, if the item is checked out for 14 days and the grace unit is 1, then the grace period is one day. Any items returned the day after they were due are not charged an overdue fine. A grace period of 0 means that items must be returned by the end of the date they are due. Otherwise, overdue charges apply. Loan period units are defined in the Loan Period policy table.</p>
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<ol data-mc-continue="true">
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<li value="9">Click <b>OK</b> in the dialog box. The Fines policy table appears with the new fine name. The status bar indicates that the modification is pending.</li>
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<li value="10">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-style: italic;font-weight: bold;"><a name="XREF_43524_Related_Topics"></a>Related Information</h4>
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||||
<ul type="disc">
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||||
<li><a name="kanchor5657"></a><a name="IX_modifying_entries_15"></a><b>Modify a table entry</b> - Select the entry and click <img alt="ModIcon00492.gif" id="image8" src="ModifyTableEntrydx_30x29.png" style="vertical-align: text-top;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 30;height: 29;" />. You can change the amount of the fine, maximum chargeable fine, and the grace period for an existing fine entry.</li>
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<li><b>Days not fineable</b> - The Patron Services parameter Days not fineable affects fine calculation. See <a href="Calculating_Overdue_Fines.htm#XREF_92955_Days_Not_Fineable">Days Not Fineable</a>.</li>
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<li><b>Free days</b> - Patron Services parameters related to <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a> also affect fine calculation. See <a href="Calculating_Overdue_Fines.htm#XREF_58198_Free_Days">Free Days</a>.</li>
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<li><b>Fees</b> - The library may charge patrons for reasons unrelated to fines for overdue materials. For more information, see <a href="Defining_Fee_Descriptions.htm#XREF_87511_Defining_Fee">Defining Fee Descriptions</a>.</li>
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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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<h1><a name="XREF_91506_Add_a_fine_code"></a>Add a fine code </h1>
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<p><a name="kanchor741"></a><a name="IX_adding_entries_10"></a>To add a fine code in the Fine Codes policy table:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, open the <b>Policy Tables</b> folder for the organization, and select <b>Fine Codes</b>. The Fine Codes table is displayed in the details view.</li>
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<li value="2">Click <img alt="btnInsert.gif" style="border-left-style: solid;border-left-width: 0px;border-right-style: solid;border-right-width: 0px;border-top-style: solid;border-top-width: 0px;border-bottom-style: solid;border-bottom-width: 0px;width: 33;height: 18;" src="btnInsert_33x18.gif" class="imginline" /> to display the Insert Fine Codes dialog box.</li>
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<img alt="dFinCodDx.gif" style="margin-bottom: 0.000pt;width: 307;height: 66;" id="image3" src="InsFineCodesdx_307x66.png" /> </p>
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<li value="3">Type text describing the fine code in the <b>Description</b> box.</li>
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<li value="4">Click <b>OK</b> on the dialog box. The Fine Codes policy table appears with the new fine code name. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <b>File | Save</b> to save your changes.</li>
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<p class="indent2">The status bar indicates that the record is saved. The new fine code is available to all organizations and appears in the Fines table. See <a href="Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>. Default fine amounts, maximum fine amounts, and grace periods for new fine codes are set with the Patron Services parameter <b>Fine and Loan period defaults</b>.</p>
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<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;"><a name="XREF_46858_Related_Topics"></a>Related Information</h4>
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<p><a name="kanchor742"></a><a name="IX_modifying_entries_14"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry, click <img alt="ModIcon.gif" style="margin-bottom: -6.000pt;border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;vertical-align: text-top;width: 30;height: 29;" id="image4" src="ModifyTableEntrydx_30x29.png" />, and change the description.</p>
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<p class="NoteShade"><b>Important:<br /></b>Any changes to an existing fine code are immediately applied to all records using the original code.</p>
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<h1><a name="XREF_42383_Calculating"></a>Calculating Overdue Fines</h1>
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<p><a name="kanchor2716"></a><a name="IX_calculating_description"></a>Overdue fines are calculated when the item is checked in and the check-in date/time is past the due date/time. Ordinarily, for daily and weekly loans, a fine is calculated if an item is returned the day following the due date. The patron has until the end of the due date to return the book, even if the check-out time was early in the day. For hourly loans, a fine is calculated according to the exact time due. The Fines policy table associates patron codes with fine codes to determine the fine for the overdue item (see <a href="Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>).</p>
|
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<p class="NoteShade"><b>Note:<br /></b>If no fine can be determined in the Fines table, a message at check-in indicates that the fine cannot be calculated. The check-in clerk can set a fine manually, using the <b>Overdue Amount</b> box on the Resolve Billed Item dialog box, or by adding an entry in the Patron Status workform - Account view for the patron.</p>
|
||||
<p>Fine calculations are also affected by dates closed, days designated as not fineable, <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a>, and grace periods.</p>
|
||||
<h2><a name="TOC_Dates_Closed"></a>Dates Closed</h2>
|
||||
<p><a name="kanchor2717"></a><a name="IX_use_in_fine_calculation"></a>For each organization, the Dates Closed policy table defines specific closed dates that fall when the organization might otherwise be open. <a href="../../Administration/PDorgnizatn/Identifying_Dates_Closed.htm#XREF_79758_Identifying_Dates" data-mc-conditions="Primary.Hidden,Primary.Online">Identifying Dates Closed</a> You specify which branch’s entries in this table are used in fine calculation with the system-level Patron Services parameter <b>Consortium Circulation</b>. For details, see <a href="Defining_Fines_and_Fees.htm">Defining Fines and Fees</a>.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A library designates January 1 as a closed date. If an item is returned to that library on January 2, 2017, fines are not charged for January 1, based by default on the setting for the receiving branch (and regardless of the setting for the item’s assigned branch).</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The system uses dates defined at the system or library level if none are defined for the governing branch. For consistent results, you may want to leave the Dates Closed policy table empty at the system and library levels and set dates only at the branch level, or set the same dates at the system, library, and branch levels.</p>
|
||||
<h2><a name="TOC_Days_Not_Fineable"></a><a name="XREF_92955_Days_Not_Fineable"></a>Days Not Fineable</h2>
|
||||
<p><a name="kanchor2718"></a><a name="IX_omitting_days_of_the"></a><a name="kanchor2719"></a><a name="IX_use_in_fine_calculation_1"></a><a name="kanchor2720"></a><a name="IX_indicating_days_where_no"></a>You can designate specific days of the week as not fineable with the Patron Services parameter <b>Days not fineable</b>. You can set this parameter at the system, library, or branch level. You specify which branch’s setting for this parameter is used in fine calculation with the system-level Patron Services parameter <b>Consortium Circulation</b> (see <a href="Defining_Fines_and_Fees.htm">Defining Fines and Fees</a>).</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A library designates Sunday as a “day not fineable” because the library is closed. If an item is due on Saturday and returned at the branch on Monday, fines are not charged for Sunday, based by default on the setting for the receiving branch (and regardless of the setting for the item’s assigned branch). No Sunday is calculated in a fine. For a book seven days overdue, the fine is calculated for six days because Sunday is not counted. For a book 14 days overdue, the fine is calculated for 12 days.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The system uses days defined at the system or library level if none are defined for the governing branch. For consistent results, you may want to leave the <b>Days not fineabl</b>e parameter set to <b>None</b> at the system and library levels and set days only at the branch level, or set the same days at the system, library, and branch levels.</p>
|
||||
<h2><a name="TOC_Free_Days"></a><a name="XREF_58198_Free_Days"></a>Free Days</h2>
|
||||
<p><a name="kanchor2721"></a><a name="IX_use_of_free_days_in"></a><a name="kanchor2722"></a><a name="IX_setting_defaults_3"></a>Free days are omitted from the overdue fine calculation during normal, bulk, or offline check in, and are typically set to cover unexpected closings. Libraries that allow items to be returned to non-Polaris libraries may find this feature especially useful; using the Free Days calendar control, staff can pick the date the item was returned at the non-Polaris library and the correct number of Free Days is automatically applied. The following Patron Services parameters control free days; you can set them at the system, library, and branch levels:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The governing library for fine calculation setting does not affect the free days parameters. The system always uses the free days settings of the receiving branch.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Free days (normal) - </b>Determines the default number of free days for normal check in. Staff members with the appropriate permission can change the setting at normal check in (Check In workform - Normal view) using the <b>Free days</b> box or calendar on the workform. The new setting applies to the current check-in session.</li>
|
||||
<li><b>Free days (bulk) - </b>Determines the number of default days for bulk and offline check-in. This setting also applies to check in or renewal from the Patron Status workform - Items out view, the item record, Find Tool, and during check out when an item already checked out to one patron is checked out to another. Staff members with the appropriate permission can change the setting at bulk check in (Check In workform - Bulk view) and when uploading offline transaction files (Bookmobile workform) through the <b>Free days</b> box or calendar on these workforms. The new setting applies to the current check in or offline upload session, and does not affect check in from any other workform or the Find Tool.</li>
|
||||
</ul>
|
||||
<p>When an item is billed and declared lost, no free days are applied to the overdue fine calculation.</p>
|
||||
<p>A check-in transaction subtype indicates how many free days were applied when the item was checked in. Also, if the patron was charged overdue fines when the item was checked in, the Properties dialog box for the charge in the patron account shows how many free days were applied and the amount that was deducted for the free days. To open the dialog box, right-click the charge in the Patron Status workform - Account view.</p>
|
||||
<h2><a name="TOC_Grace_Periods"></a><a name="XREF_13339_Grace_Periods"></a>Grace Periods</h2>
|
||||
<p><a name="kanchor2723"></a><a name="IX_difference_from_free_days"></a><a name="kanchor2724"></a><a name="IX_difference_from_grace"></a><a name="kanchor2725"></a><a name="IX_use_of_grace_periods_in"></a><a name="kanchor2726"></a><a name="IX_use_in_fine_calculations"></a>A grace period allows a patron to return an item just a little late without incurring a fine. The item is still marked as overdue in the patron record. Grace periods are set in association with specific patron code/item fine code combinations in the Fines policy table. For more information, see <a href="Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>. A grace period differs from free days in that free days are omitted from the overdue fine calculation no matter when the item is checked in, whereas if an item is checked in after a grace period, the fine is calculated from the day or hour after the item due time.</p>
|
||||
<p class="NoteShade"><b>Example: <br /></b>If an item is checked out at 10:12 A.M. on Monday and circulates for a week, it becomes overdue at 12:00 A.M. on Tuesday (one minute after 11:59 P.M. on Monday). There is one grace day. Due to the grace period, the patron is not charged an overdue fine if the item is returned on or before 11:59 P.M. on Tuesday. If the item is returned after 11:59 P.M. on Tuesday, the patron is charged for one day overdue.</p>
|
||||
<p><a name="kanchor2727"></a><a name="IX_including_closed_dates"></a>You can optionally include closed days and dates in your system’s grace period calculations. Set the system-level Patron Services parameter <b>Overdues: Add closed days/dates to grace days</b> to <b>Yes</b> to include these in the calculation. The default setting is No.</p>
|
||||
<p>If you set the option to <b>Yes</b>, and the grace period includes one or more “days closed” as defined in the Patron Services parameter <b>Hours of Operation</b> or “closed dates” as defined in the <b>Dates Closed</b> policy table according to the governing library for fine calculation, the grace period will be extended by the number of closed days or dates. For example, if the number of grace days is 2 and if Sunday is a closed day, no fine will be assessed if the item is due on Friday and returned on Monday. But if <b>Overdues: Add closed days/dates to grace days</b> is set to No (the default value), only the two grace days, Saturday and Sunday, would be considered, and the fine would be assessed if returned on Monday. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The Free Days setting and the calculation of the actual fine amount are not affected by setting <b>Overdues: Add closed days/dates to grace days</b> to <b>Yes</b>. The grace period exempts the patron from the fine, but if grace days are exceeded, the fine is calculated as if there were no grace period.</p>
|
||||
<h2><a name="TOC_Waiving_Fines"></a>Waiving Fines Automatically at Circulation</h2>
|
||||
<p><a name="kanchor2728"></a><a name="IX_setting_automatic_waives"></a><a name="kanchor2729"></a><a name="IX_waiving_automatically"></a>Two system-level Patron Services parameters control whether fines are waived automatically when items are recovered at circulation. To automatically waive the fine if an overdue item is found during check-out, set <b>Overdues: Clear fine if recovered at check-out </b>to <b>Yes</b>. To automatically waive the fine if the patron is renewing an overdue item, set <b>Overdues: Clear fine if recovered at renewal</b><span style="font-weight: bold;"> </span>to <b>Yes</b>. Both parameters are set to <b>No</b> by default. (These settings also apply to SIP self-check units.)</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Separate settings control how overdue fines for lost items are handled. See <a href="Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a>. </p>
|
||||
<h2><a name="TOC_Charging_Fines"></a><a name="XREF_11198_Charging_Fines"></a>Charging Fines Automatically at Check In</h2>
|
||||
<p><a name="kanchor2730"></a><a name="IX_auto_charging_at_check_in"></a><a name="kanchor2731"></a><a name="IX_auto_charging_fines"></a>The Patron Services parameter <b>Check in: auto-charge fine from item work form and find tool context menu, </b>controls whether overdue fines are automatically charged to the patron account when overdue items are checked in from the Item workform, the Find Tool context menu, or the Patron Status workform - Items Out view. The parameter is available at the system, library, and branch levels and is set to <b>Yes</b> by default. </p>
|
||||
<p>When the parameter is set to <b>Yes</b> and an overdue item is checked in, the fine is automatically charged to the patron account. If the overdue item can fill an active hold request, the hold request message appears and the staff member takes action on the hold request message. (When the parameter is set to <b>Yes</b> and a <span class="FM_Emphasis">billed</span> item is checked in, the Resolve lost/billed item dialog box appears, the staff member resolves the billed charges, and the item is checked in. If the billed item can fill a request, the hold request message appears before the Resolve lost/billed item dialog box. The staff member takes action on the hold request message first.)</p>
|
||||
<p>If the parameter is set to <b>No</b>, the Check In - Fine dialog box appears when the item is overdue, and the staff member resolves the fine accordingly. However, if the item can fill a hold request, the hold request message always appears first.</p>
|
||||
<h2><a name="TOC_Fines_for_Claimed_Items"></a><a name="XREF_49795_Fines_for_Claimed"></a>Fines for Claimed Items</h2>
|
||||
<p><a name="kanchor2732"></a><a name="IX_overdue_claimed_items"></a>A system-level Patron Services parameter controls whether fines are charged if an overdue item with a status of Claimed Returned or Claimed Never Had is checked in or checked out. To automatically waive overdue fines for these items at circulation, set <b>Overdues: Charge fines for claimed items </b>to <b>No</b>. This setting waives fines for overdue claimed items found at renewal, normal and offline check in and check out, and Polaris ExpressCheck check out. The parameter is set to <b>Yes</b> by default.</p>
|
||||
<h2>Setting a Maximum Overdue Fine Balance</h2>
|
||||
<p>If your library policy is that overdue fines cannot accrue over a certain dollar amount in the patron overdue fine balance, you can set a limit. See: <a href="Set_a_maximum_overdue_fine_balance.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting a Maximum Overdue Fine Balance Limit</span></a>. </p>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPfines/Charging_for_Checkout_and_Renewal.htm">Open topic with navigation</a>
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<h1><a name="XREF_94300_Charging_for"></a>Charging for Checkout and Renewal</h1>
|
||||
<p><a name="kanchor5163"></a><a name="IX_overview_145"></a>You can charge patrons for checking out items of specified material types and optionally charge for renewing them, or charge only for renewal. You can also choose to waive the charge for certain patron codes. The charge policy is applied according to the settings of item’s assigned branch. Your renewal settings also apply to Polaris PowerPAC, Mobile PAC and renewals made through inbound telephony. Separate settings determine how the charge policy affects transactions at Polaris ExpressCheck and SIP self-check workstations.</p>
|
||||
<h2>Staff Client Transactions</h2>
|
||||
<p>For staff client transactions, you can optionally display a prompt regarding charges during checkout and renewal as appropriate. You might also consider placing physical labels on your chargeable items so that patrons know there is a charge before they reach the circulation desk.</p>
|
||||
<p>When a chargeable item is scanned at check-out or selected for renewal, the system first checks for item blocks, holds, and patron item limits. Then, if you have set the system to display a prompt, a Patron check-out charge dialog box is displayed.</p>
|
||||
<p>The staff member can choose to charge the patron’s account and continue the check-out, pay the charge, waive the charge, or cancel the transaction. The appropriate permissions are required to pay or waive the charge. If the staff member chooses to pay the charge, a standard Pay dialog box is displayed. The Charge for Check-out dialog box also appears during bulk check-out of Borrow by Mail or Outreach Services items. If you have chosen not to display the prompt, the charge is automatically applied to the patron account. Check-out charges are not listed on the check-out receipt. If the same item is checked out again to the same patron before the library closes, the patron is not charged again.</p>
|
||||
<p> If the item's assigned branch has options set to charge for renewals and charge for overdues, the Renew chargeable overdue item dialog box opens when you renew an overdue item.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/renew&chgs_297x356.gif" style="width: 297;height: 356;" alt="" />
|
||||
</p>
|
||||
<p>When a chargeable item is checked out offline, the charge is applied to the patron account and a message is written to the upload log file.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>In systems that use floating collections, the chargeable settings for an item change as the item’s assigned branch changes.</p>
|
||||
<p>The Patron Status workform - Account view lists check-out charges. The organization listed with the charge is the item’s assigned branch. The charges are also listed on the PAC My Account - Fines & Fees page.</p>
|
||||
<h2>PAC Display</h2>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Item availability display</span> - The PAC item availability display includes an icon <img alt="DollarIcon.gif" style="margin-bottom: 0.000pt;width: 16;height: 20;" id="image27" src="DollarIcon_16x20.gif" /> next to an item if the item’s assigned branch has defined the item’s material type as chargeable.</li>
|
||||
<li><span class="FM_BulletHead">Courtesy message for hold requests</span> - When a patron places a bibliographic-level hold request in PAC, and at least one item eligible to fill the request would incur a check-out charge, a courtesy message is displayed. Note that the request may actually be filled by a non-chargeable item, depending on which items trap for the request. If after the request is placed new items become available from a branch that does not charge for checkout, or holds policies change, the message may no longer be accurate. It is a courtesy message only. You can edit the message in Polaris Language Editor (WebAdmin):<ul type="disc"><li>For PowerPAC, the default message is <b>If your request is filled you may be charged to check out the item according to the policy of the library owning the item. Do you want to place this request?</b> The Polaris Language Editor string ID is <b>PACML_CHARGECKOREQ</b>.</li><li>For Mobile PAC, the default message is <b>If your request is filled you may be charged to check out the item according to the policy of the library owning the item. Do you want to place this request?</b> The Polaris Language Editor string ID is <b>MP_MSG_HOLDS_CHARGE_WARNING</b>.</li></ul></li>
|
||||
</ul>
|
||||
<h2>Renewing Items From PAC</h2>
|
||||
<p>If renewing an item is chargeable according to the settings of the item’s assigned branch, a message is displayed when the patron attempts to renew the item from the patron account. The patron can choose whether to continue or cancel the renewal. The default messages can be edited in Polaris Language Editor (WebAdmin).</p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;width: 355.28pt;margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" class="TableStyle-BlueHeader" cellspacing="1">
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<tbody>
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|
||||
<p style="color: #ffffff;">PowerPAC String ID</p>
|
||||
</th>
|
||||
<th style="width: 165.531pt;background: #b2faff;vertical-align: top;border-left-style: solid;border-left-width: 1px;border-right-style: solid;border-right-width: 1px;border-top-style: solid;border-top-width: 1px;border-bottom-style: solid;border-bottom-width: 1px;background-color: #0000ff;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p style="color: #ffffff;">Default Message</p>
|
||||
</th>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PACML_CHARGE_RENEW</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">There is a charge to renew this item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PACML_CHARGE_RENEW_MULTIPLE</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">There is a charge to renew the following items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PACML_RENEWITEMS_1347</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">If you renew these items your account will be charged </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PACML_RENEWITEMS_1348</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">To accept these charges and continue with the renewal, press 'OK'. </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 17.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PACML_RENEWITEMS_1349</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Your account has been charged.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 22.00pt;background: #b2faff;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<th style="width: 189.751pt;background: #b2faff;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;vertical-align: top;background-color: #0000ff;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: double;border-top-width: 3px;border-top-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading" style="color: #ffffff;">Mobile PAC String ID</p>
|
||||
</th>
|
||||
<th style="width: 165.531pt;background: #b2faff;border-right-style: double;border-right-width: 3px;vertical-align: top;background-color: #0000ff;padding-left: 6pt;padding-right: 6pt;padding-top: 3pt;padding-bottom: 3pt;border-right-color: #000000;border-top-style: double;border-top-width: 3px;border-top-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableHeading" style="color: #ffffff;">Default Message</p>
|
||||
</th>
|
||||
</tr>
|
||||
<tr style="height: 39.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">MP_MSG_ITEMSOUT_CHECKOUT_CHARGE_<br />WARNING</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">There is a charge of {0} to renew this item.  Your account will be charged. Do you want to accept this charge?</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">MP_MSG_ITEMSOUT_CHECKOUT_CHARGE</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Your account has been charged.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h2>Phone Renewal</h2>
|
||||
<p>The Polaris Phone Attendant also supports charges for item renewals, according to the policies of the item’s assigned branch. The patron is notified of any renewal charges and prompted to accept them. If both overdue and renewal charges will be applied, the notification is combined in a single message. If the patron chooses to renew all items at once (option #6), a status message informs the patron that the “renew all” process is underway, since the process may take a few seconds to gather information. In Polaris Language Editor (WebAdmin), the following language strings define these messages:</p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;width: 355.28pt;margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" cellspacing="1" class="TableStyle-BlueHeader">
|
||||
<tr style="height: 22.00pt;background: #b2faff;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<th style="width: 189.751pt;background: #b2faff;border-top-style: double;border-top-width: 3px;border-top-color: #000000;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;color: #f5f5f5;background-color: #0000ff;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableHeading"><b>String ID</b>
|
||||
</p>
|
||||
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|
||||
<th style="width: 165.531pt;background: #b2faff;border-top-style: double;border-top-width: 3px;border-top-color: #000000;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;color: #f5f5f5;background-color: #0000ff;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
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|
||||
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|
||||
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|
||||
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|
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||||
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|
||||
<p class="FM_TableBody">PA_TEXT_PATREC_RENEWITEMS_CHARGE</p>
|
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</td>
|
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<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Your account will be charged $%3.2f to renew these items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
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<p class="FM_TableBody">PA_TEXT_PATREC_RENEWITEM_CHARGE</p>
|
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</td>
|
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<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Your account will be charged $%3.2f to renew this item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 39.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">PA_TEXT_PATREC_RENEWITEM_OVDANDCHARGES</p>
|
||||
</td>
|
||||
<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Overdue and renewal charges will apply. Your account will be charged $%3.2f.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 28.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 189.751pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
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<p class="FM_TableBody">PA_TEXT_PATREC_RENEW_WAIT</p>
|
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<td style="width: 165.531pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Please wait while we process your renewals.</p>
|
||||
</td>
|
||||
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|
||||
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|
||||
<p>See also: <a href="Set_up_charges_for_checkout_and_renewal.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up charges for checkout and renewal</span></a></p>
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<h1><a name="XREF_87511_Defining_Fee"></a>Defining Fee Descriptions</h1>
|
||||
<p><a name="kanchor4603"></a><a name="IX_overview_administration_1"></a><a name="kanchor4604"></a><a name="IX_overview_143"></a>Fees are charges that are unrelated to overdue fines. The Fee Descriptions policy table defines and standardizes fee descriptions. Entries in this policy table display as selections on workform views and dialog boxes where you deal with patron charges, such as the <b>Reason</b> list from which you can select a fee reason when adding a charge to a patron's account.</p>
|
||||
<p class="indent">
|
||||
<img alt="ReasonList.gif" style="margin-bottom: 0.000pt;width: 440;height: 320;" id="image9" src="feereasonslist_440x320.png" />
|
||||
</p>
|
||||
<p>The Fee Descriptions policy table can be displayed only with the Administration Explorer. All organizations in a Polaris installation must agree on the fee descriptions. You can add and change entries in the Fee Descriptions policy table, but you cannot delete them.</p>
|
||||
<p>Fee descriptions are created at the system and library levels, but the entries are assigned to the system. At the branch level, you can set which reasons are displayed to branch staff for selection and edit the description display text. You can also determine the order of the selections displayed. Some libraries prefer alphabetical order; others prefer to put the most commonly used selections first.</p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>These System Administration permissions are required to modify this table:<b><b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify fee descriptions table: Allow</b>.</b></p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Add_a_fee_description_entry.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add a fee description entry</span></a>
|
||||
</li>
|
||||
<li><a href="Set_fee_descriptions_for_branch-level_display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set fee descriptions for branch-level display</span></a>
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<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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<h1><a name="XREF_60611_Setting"></a>Defining Fines and Fees</h1>
|
||||
<p>Administration tables and parameters, combined with settings in the item and patron records, control how fines are calculated. The Administration settings are established when Polaris is first installed, but you can change them when a library or branch is added to the system, or when lending policies change. Polaris Administration tables define patron codes and item fine codes, and determine the relationship between them. Patron codes and fine codes are shared by all libraries to make circulation consistent throughout the system. However, each branch in the system can establish different policies concerning fines for specific combinations of patron and item fine codes. If an item is overdue at check in, the fine is automatically calculated based on these settings and posted to the patron’s account. You can also set Polaris to waive fines automatically for items recovered at check out or renewal.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You set which branch’s policies are used in fine calculation with the system-level Patron Services parameter <b>Consortium Circulation</b>. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Set the criteria that determine due dates before you set up fines. </p>
|
||||
<p>The library may also define fees that are unrelated to fines. For example, you may charge patrons for hold requests, equipment rental, damaged or lost items, and checkout and renewal for certain types of items. In Polaris Administration, you set up the fee descriptions at the system level, and at the branch level determine which reasons are displayed to staff for selection. You can also set up default replacement and processing fee amounts for items the library does not expect to recover, and how to handle overdue charges on lost items. Additional settings control how the charges associated with lost items are processed when the items are recovered at circulation.</p>
|
||||
<p>If your library policy limits the amount that can be accrued for overdue fines, you can use a system-level parameter to specify a dollar limit on the overdue fine balance. When an overdue fine limit is set, the overdue fine balance in all patron accounts never exceeds this limit.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Calculating_Overdue_Fines.htm#XREF_42383_Calculating">Calculating Overdue Fines</a>
|
||||
</li>
|
||||
<li><a href="Setting_Fine_Codes.htm#XREF_25798_Describing_Fine">Setting Fine Codes</a>
|
||||
</li>
|
||||
<li><a href="Setting_Fine_Amounts.htm#XREF_59242_Setting_Fine">Setting Fine Amounts</a>
|
||||
</li>
|
||||
<li><a href="Defining_Fee_Descriptions.htm#XREF_87511_Defining_Fee">Defining Fee Descriptions</a>
|
||||
</li>
|
||||
<li><a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>
|
||||
</li>
|
||||
<li><a href="Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a>
|
||||
</li>
|
||||
<li><a href="Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>
|
||||
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|
||||
<li><a href="Charging_for_Checkout_and_Renewal.htm#XREF_94300_Charging_for">Charging for Checkout and Renewal</a>
|
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|
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<li><a href="Set_a_maximum_overdue_fine_balance.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting a Maximum Overdue Fine Balance Limit</span></a>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPfines/Overdue_Fines_on_Lost_Items.htm">Open topic with navigation</a>
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<h1><a name="XREF_77900_Overdue_Fines_on"></a>Overdue Fines on Lost Items</h1>
|
||||
<p><a name="kanchor3456"></a><a name="IX_charging_overdue_fines"></a>An item may be declared lost in the following situations:</p>
|
||||
<ul type="disc">
|
||||
<li>A patron notifies the library that a checked-out item is lost. Then a staff member manually declares the item lost.</li>
|
||||
<li>Billed items may be declared lost automatically, a system-level decision.  (If they are not automatically declared lost, a staff member may manually declare a billed item lost.)</li>
|
||||
</ul>
|
||||
<p>The Patron Services parameter <b>Lost item charge options</b> determines how overdue fines are handled at the time an item is billed and automatically set to lost, or when a staff member declares the item lost.</p>
|
||||
<p>Most options controlled by the <b>Lost item charge options</b> parameter are available at the system, library, and branch levels. The governing library setting for fine calculation determines which library’s settings rule lost item charges. For more information about governing library settings, see <a href="../PDPreceipts/Setting_Up_eReceipts.htm">Governing Library for Circulation Transactions</a>.</p>
|
||||
<h2><a name="TOC_Settings_for_Lost_Item"></a><a name="XREF_54548_Settings_for_Lost"></a>Settings for Lost Item Charge Options</h2>
|
||||
<p>The <b>Lost item charge options</b> parameter offers the following settings:</p>
|
||||
<ul>
|
||||
<li><b>Overdues: billed items set to lost</b> - System level only. Setting the item status to Lost at the time the item is billed will ensure the most consistent results for lost item recovery. However, leave this option unchecked if libraries in your system prefer to declare the item lost manually.</li>
|
||||
<li><b>Charge overdue with bill</b> - For best results, check this option if it is available (not grayed out). When this option is selected, the overdue charge is included in the bill regardless of whether the billed items are set to lost. If you prefer not to charge overdues with the bill, select the option <b>Charge overdue when returned</b>. The replacement fee and optional processing fee will still be billed. If your library has set a system-wide limit for the maximum fine balance, it is recommended that you do not select this option. </li>
|
||||
<li><b>Charge overdue when declared lost</b> - Like <b>Charge overdue with bill</b>, this option is available only if <b>Charge overdue when returned</b> is not set. For best results, check this option if it is available.  If the library does not charge overdues when items go to Lost as a matter of policy, the option <b>Charge overdue when returned</b> should be checked instead.</li>
|
||||
<li><b>Charge overdue when returned</b> - Select this option if the library policy is to charge the overdue fine only if and when the lost item is returned. If you select this option but do <span class="FM_Emphasis">not</span> set <b>Overdues: billed items set to lost</b>, the library charges the overdue fine when a lost item is recovered but does not assume an item is lost until the patron comes in and says he cannot find it. In this situation, you will see the following effects:<ul type="disc"><li>No automatic lost item recovery options are possible because the item’s status is not Lost.</li><li>The patron is billed for the replacement cost and optional processing fee. However, the overdue fine remains uncharged and unresolved.</li><li>If the patron brings the item back, a staff member checks the item in and waives the replacement and optional processing fees. The overdue fine is calculated at that time and the staff member pays, waives, or charges the overdue fine.</li><li>If the patron says he cannot find the item, the staff member declares the item lost on the Patron Status workform - Items out view, then pays, waives or leaves the replacement and optional processing fees; the overdue is calculated at that time. The item is now lost, so lost item recovery options may apply (see <a href="Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>). (If the staff member does not declare the item lost, it stays out to the patron until checked in and the overdue fine is calculated at that time.)</li></ul></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Policy_Decisions_for"></a><a name="XREF_45254_Policy_Decisions"></a>Policy Decisions for Lost Item Charge Options</h2>
|
||||
<p>Different combinations of settings reflect your library’s policy:</p>
|
||||
<ul type="disc">
|
||||
<li>If you want to include overdue fines with the bill, and billed items are automatically set to lost, select (check) the following options:<ul type="disc"><li><b>Overdues: billed items set to lost</b> (system level only)</li><li><b>Charge overdue with bill</b></li><li><b>Charge overdue when declared lost</b></li></ul></li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>If you want to include overdue fines with the bill, and billed items are <b>not</b> automatically set to lost, select (check) the following options:<ul type="disc"><li><b>Charge overdue with bill </b>- This option should not be selected if your library specifies a maximum overdue fine balance amount.</li><li><b>Charge overdue when declared lost</b></li></ul></li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>If you want to charge overdue fines when an item is returned, and billed items are not automatically set to lost, select (check) <b>Charge overdue when returned</b>.</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>If you want to charge overdue fines when an item is returned, and billed items are automatically set to lost, select (check) the following options:<ul type="disc"><li><b>Overdues: billed items set to lost</b> (system level only)</li><li><b>Charge overdue when returned</b></li></ul></li>
|
||||
</ul>
|
||||
<p>See also: <a href="Set_lost_item_charge_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set lost item charge options</span></a></p>
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<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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<h1><a name="kanchor4111"></a>Setting a Maximum Overdue Fine Balance Limit</h1>
|
||||
<p>You can use the System-level Patron Services parameter <b>Overdues: maximum overdue fine balance</b> to define a maximum amount for overdue fine balances so that patron accounts never exceed a certain dollar amount for overdue fines. By default, this parameter is disabled (set at $0.00). To enable this parameter, the amount must be set above $0.00. Once enabled, the maximum overdue fine balance is applied at the System level–to all patron accounts for all branches.</p>
|
||||
<p>When a maximum overdue fine balance amount greater than zero is entered in the parameter, the system checks the total current overdue fine balance in patrons' accounts before adding overdue fines. As each overdue item is checked in or renewed, the patron's account is charged the overdue fine until the total current balance reaches the dollar amount limit defined in the parameter. Once the limit is reached, fines for subsequent overdue items are not added to the patron's account. </p>
|
||||
<p> If a dollar amount is entered in the parameter, the threshold is checked when overdue fines are assessed during check-ins or renewals from: the Polaris staff client; self-check units (Polaris ExpressCheck and SIP); Leap; PowerPAC (renewals); and the Polaris API.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />When enabled, this parameter sets the maximum dollar amount for total current overdue fines only. The limit is applied to a patron's account at check in or renewal; it does not apply to manually-added charges, replacement costs or other fees.</p>
|
||||
<p>To set a maximum overdue fine balance amount for all patron accounts in your library system:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the System.</li>
|
||||
<li value="2">Click the <b>Patron Services</b> tab in the details view. </li>
|
||||
<li value="3">Double-click <b>Overdues: Maximum overdue fine balance</b>, and type a dollar amount.</li>
|
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</ol>
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<ol data-mc-continue="true">
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<li value="4">Select <b>File > Save</b> to save the setting.</li>
|
||||
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|
||||
<p class="NoteShade"><b>Notes:</b>
|
||||
<br />If your library specifies a maximum overdue fine balance amount, it is recommended that charges for overdue fines are not included on bills for lost items. This is because the overdue fine amount reflected on the bill may not be accurate. See <a href="Overdue_Fines_on_Lost_Items.htm#TOC_Settings_for_Lost_Item" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Settings for Lost Item Charge Options</span></a><span>.</span><br />In addition, when a maximum overdue fine balance is set, the overdue fine amounts displayed in the Estimated Fines dialog box may not be the same as the actual amounts calculated at check-in or renewal. See t.<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services/PPuseacct/Estimate_fines_on_currently_checked_out_items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Estimate fines on currently checked out items</span></a></MadCap:conditionalText></p>
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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_65142_Set_fee"></a>Set fee descriptions for branch-level display</h1>
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<p><a name="kanchor186"></a><a name="IX_setting_descriptions_to"></a><a name="kanchor187"></a><a name="IX_setting_entries_for"></a>Fee descriptions are displayed to staff for selection when the staff member adds a charge to the patron account.</p>
|
||||
<p>To set the fee descriptions that should display to staff at a specific branch, edit the descriptions, and determine the order of entries in the fee reason list:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer, open the <b>Policy Tables</b> folder for the branch, and select <b>Fee Descriptions</b>. The Fee Descriptions table (branch-level version) is displayed in the details view. At the branch level, the table displays a Selected column, indicating whether an entry is displayed for staff selection, and a Sequence column, indicating the entry’s position on the list of reasons.</li>
|
||||
<li value="2">To change an entry’s display setting, select the entry and click <img alt="ModIcon00495.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image15" src="ModIcon00495_28x27.gif" /> or double-click the entry. For example, if the branch does not use Borrow by Mail, you may want to suppress <b>Borrow by mail charge</b> from display in the fee reasons list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Modify fee descriptions dialog box opens.</p>
|
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<p class="indent2">
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||||
<img src="modifyFeeDescdx_300x91.png" style="width: 300;height: 91;" alt="" />
|
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<ol data-mc-continue="true">
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<li value="3">Select <b>Yes</b> or <b>No</b> in the Selected box to display or suppress the fee reason. </li>
|
||||
<li value="4">To modify the description, type the new description in the <b>Fee Description</b> box. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The modified description is displayed only at the branch for which you made the setting. It is not changed at the system level.</p>
|
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<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>OK</b>.</li>
|
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<li value="6">To move an entry up or down in the selection list, select the entry and click the up or down arrow at the top of the table.</li>
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<p class="indent2">
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<img alt="FeeDescripOrd.gif" style="margin-bottom: 0.000pt;width: 400;height: 265;" id="image17" src="feedescorder_400x265.png" /> </p>
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<ol data-mc-continue="true">
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<li value="7">Select <b>File | Save</b> to save your changes.</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_54274_Set_lost_item"></a>Set lost item charge options</h1>
|
||||
<p><a name="kanchor2536"></a><a name="IX_lost_items_1"></a><a name="kanchor2537"></a><a name="IX_setting_billed_items_to"></a><a name="kanchor2538"></a><a name="IX_overdue_charges_setting"></a>To set whether billed items are automatically set to Lost (system level only), and how to handle overdue charges on billed and lost items:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view. </li>
|
||||
<li value="2">Double-click <b>Lost item charge options</b> to display the Lost item charge options dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LostItemOps.gif" style="margin-bottom: 0.000pt;width: 300;height: 178;" id="image23" src="lostitemchgoptdx_300x178.png" /> </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>See<b> </b><a href="Overdue_Fines_on_Lost_Items.htm#XREF_45254_Policy_Decisions">Policy Decisions for Lost Item Charge Options</a><b> </b>for suggested combinations of settings in this dialog box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">(System level only) Select (check) <b>Overdues: billed items set to lost</b> to make the status of billed items automatically set to Lost.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Set this parameter to <b>Yes</b> if you use collection agency services. This ensures that if a lost item is recovered, the system reports the recovery correctly.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To charge overdue fines when an item’s status changes to lost, select  one or both of the following options:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Charge overdue with bill </b>- If <b>Overdues: billed items set to lost</b> is selected for the system, when the billed item’s status automatically changes to Lost the overdue charge is placed on the patron account, along with other appropriate charges related to lost items (see <a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>). If <b>Overdues: billed items set to lost</b> is <span class="FM_Emphasis">not</span> selected for the system, the billed item’s status remains Out. The overdue charge and any other charges related to billed items are placed on the patron account.</li>
|
||||
<li><b>Charge overdue when declared lost</b> - Select (check) this option to charge overdue fines to the patron account when an item is declared lost by a staff member.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>When <b>Charge overdue when returned</b> is selected, replacement costs are charged immediately when the item’s status changes to Lost, but not overdue fines. If your library uses a collection agency, the patron would be reported only for the total replacement costs. (However, any overdue fines already owed would be included in the collection agency calculation.)</p>
|
||||
<ol start="5">
|
||||
<li value="5">To charge overdue fines to the patron account when a lost item is recovered at circulation, instead of when the item’s status changes to Lost, select <b>Charge overdue when returned.</b></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you select <b>Charge overdue with bill</b>, <b>Charge overdue when declared lost</b>, or both, this option is unavailable. </p>
|
||||
<p class="indent2">Libraries that use this option typically charge any replacement and processing fees to the patron when the item’s status changes to Lost, but not overdue charges. If the item is recovered, replacement and processing fees are then waived or credited (if already paid), the overdue fine is calculated up to the point when the item was returned, up to the maximum fine amount, and the overdue charge is placed on the patron account.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you select <b>Charge overdue when returned</b>, set the <b>Lost item recovery</b> parameter for lost-and-paid items to <b>Charge</b> for overdues. See <a href="Set_the_lost_item_recovery_default_actions.htm#XREF_37792_Set_the_lost_item">Set the lost item recovery default actions</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Charge resolution when lost items are recovered</span> - See <a href="Setting_Lost_Item_Recovery_Defaults.htm#XREF_53174_Setting_Lost_Item">Setting Lost Item Recovery Defaults</a>.</li>
|
||||
<li><span class="FM_BulletHead">Bills</span> - See <a href="../PDPnotices/Overdue_Notices_Bills_and_Combined_Notices.htm#XREF_22538_Defining_Overdue">Overdue Notices, Bills, and Combined Notices</a>.</li>
|
||||
<li><span class="FM_BulletHead">Overdue fines on lost items in estimated fines</span> - See <a href="../PDPblocks/Set_up_estimate_accrued_fine_calculations_and_blocking.htm#XREF_11337_Set_up_estimate">Set up estimate accrued fine calculations and blocking</a>.</li>
|
||||
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<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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<h1><a name="XREF_37792_Set_the_lost_item"></a>Set the lost item recovery default actions</h1>
|
||||
<p><a name="kanchor926"></a><a name="IX_recovery_defaults_setting"></a>To set the automatic actions for resolving the charges associated with lost items when they are recovered at circulation:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view. To see the patron services parameters list, select the appropriate level - System, Library, Branch.</li>
|
||||
<li value="2">Double-click <b>Lost item recovery</b> to display the Lost Item Recovery Options dialog box. The dialog box opens with the <b>Lost Item Recovery</b> tab selected.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LostItemRecovery.gif" style="margin-bottom: 0.000pt;width: 400;height: 142;" id="image24" src="lostitemrecdx_400x142.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">On the <b>Lost Item Recovery</b> tabbed page, set the processing defaults that should apply when lost items are recovered at circulation, but the charges related to the items <span class="FM_Emphasis">have not been paid or waived</span>:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">In the <b>Default action if recovered in</b> fields, specify the maximum time period for which automatic changes to the patron account should apply. For any specific item, the period you specify is measured from the point when the item was declared lost. The maximum numerical value is 999 (months or years).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>This feature depends on the availability of patron ID information. If your organization purges patron ID information from transactions after a set period of time, be sure to coordinate the settings so that the patron ID is available if the lost item is recovered within the time period you specify. See <a href="../../PDPpatacct/Removing_Patron_ID_Information_from_Transaction_Files.htm#XREF_30688_Removing_Patron_ID">Removing Patron ID Information from Transaction Files</a>.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select the check box for each circulation situation (normal check in, bulk check in, and check out) where you want to charge or waive lost item fees automatically.</li>
|
||||
</ol>
|
||||
<p class="indent4">If a lost item is recovered in one of the circulation situations you selected before the time specified in the <b>Default action if recovered in</b> fields, fees are charged or waived automatically according to your settings. If the item is recovered after the specified time, the circulation transaction continues but no changes are made to the patron account.</p>
|
||||
<p class="indent4">If you do not select a circulation situation, automatic processing is not applied, and staff members must resolve the charges when a lost item is recovered in that situation. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> <a href="../../Patron_Services/PPlost/Resolve_a_lost-and-unpaid_item_at_circulation.htm#XREF_52854_Resolve_a_lost">Resolve a lost-and-unpaid item at circulation</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">For each circulation situation that you checked, select the automatic action to take for each fee (<b>Overdue fine</b>, <b>Processing fee</b>, and <b>Replacement cost</b>):</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Charge</b> - This option leaves the charge related to the lost item unchanged in the patron account.</li>
|
||||
<li><b>Waive</b> - This option waives the charge in the patron account. For overdues, the charge is placed in the patron account and then automatically waived.</li>
|
||||
</ul>
|
||||
<p class="indent2">The patron’s Account Transaction Summary will be updated according to the action you specify.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about setting replacement costs and processing fees, see <a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>.</p>
|
||||
<ol start="4">
|
||||
<li value="4">Click the <b>Lost-and-paid recovery</b> tab, and set the processing defaults that should apply when lost items are recovered at circulation, and the charges related to the items have already been paid.<span class="FM_Emphasis"></span></li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LostandPaidRecovery.gif" style="margin-bottom: 0.000pt;width: 400;height: 142;" id="image25" src="lostitemrecpaidtab_400x142.png" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">In the <b>Default action if recovered in</b> fields, specify the maximum time period for which automatic processing should apply. For any specific item, the period you specify is measured from the point when the item was declared lost. The maximum numerical value is 999 (months or years).</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>This feature depends on the availability of patron ID information. If your organization purges patron ID information from transactions after a set period of time, be sure to coordinate the settings so that the patron ID is available if the lost item is recovered within the time period you specify. See <a href="../../PDPpatacct/Removing_Patron_ID_Information_from_Transaction_Files.htm#XREF_30688_Removing_Patron_ID">Removing Patron ID Information from Transaction Files</a>.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select the check box for each circulation situation (normal check-in, bulk check-in, and check-out) where you want to credit lost item fees or leave them as is automatically.</li>
|
||||
</ol>
|
||||
<p class="indent4">If a lost item is recovered before the time specified in the <b>Default action if recovered in</b> fields, in one of the circulation situations you selected, payments are credited or left as is automatically according to your settings. If the item is recovered after the specified time, the circulation transaction continues but no changes are made to the patron account.</p>
|
||||
<p class="indent4">If you do not select a circulation situation, automatic processing is not applied, and staff members must resolve the account when a lost item is recovered in that situation. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"> <a href="../../Patron_Services/PPlost/Resolve_a_lost-and-unpaid_item_at_circulation.htm#XREF_52854_Resolve_a_lost">Resolve a lost-and-unpaid item at circulation</a>.</MadCap:conditionalText></p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">For each circulation situation that you checked, select the automatic action to take for each fee (<b>Overdue fine</b>, <b>Processing fee</b>, and <b>Replacement cost</b>):</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Charge</b> - For overdue fines only. This option charges overdue fines to the patron’s account calculated from when the item went overdue to the day it was recovered. Libraries that set the <b>Lost item: Charge overdue when returned</b> parameter (see <a href="Set_lost_item_charge_options.htm#XREF_54274_Set_lost_item">Set lost item charge options</a>) typically charge any replacement and processing fees to the patron when the item’s status changes to Lost, but not overdue charges. If the item is recovered, replacement and processing fees are then waived or credited (if already paid), the overdue fine is calculated up to the point when the item was returned, up to the maximum fine amount, and the overdue charge is placed on the patron account.</li>
|
||||
<li><b>Credit</b> - This option credits the patron’s account for the payment amount related to the lost item. If an amount was partially paid, the paid amount is credited and the unpaid balance is waived. For payments made by credit card:<ul type="disc"><li><b>PayPal PayFlow Link</b> - A “dummy” refund is created instead of a credit. The refund will appear as a refund in the Polaris patron account and a refund transaction created. This transaction is available for reporting in the Refunds to Credit Card Payments report . You can use the report to cross-check transactions logged in Payflow Link. (Note that the refund must also be made from Payflow Link.) Instead of automatically crediting the patron’s account, you may want to set the lost-and-paid item recovery options to Leave as is. With this setting, the payments remain in the Polaris patron account and the refund or credit can be done from Payflow Link. </li><li><b>PayPal Payflow Pro</b> - Polaris issues a refund to the credit card account. </li><li><b>Payments Gateway</b> - A "dummy" refund is created instead of a credit. The refund will appear as a refund in the Polaris patron account and a refund transaction created. This transaction is available for reporting in the Refunds to Credit Card Payments report. You can use the report to cross-check transactions logged in the Virtual Terminal. (Note that the refund must also be made from the Virtual Terminal.) Instead of automatically crediting the patron’s account, you may want to set the lost-and-paid item recovery options to Leave as is. With this setting, the payments remain in the Polaris patron account and the refund or credit can be done from Payments Gateway. Or your library may choose to disable all automatic recovery actions, forcing staff to create manual refunds when a lost-and-paid item is recovered.</li><li><b>Comprise SmartPay</b> - Automatic credits are not supported. The payment is left as is.</li><li><b>EnvisionWare (integrated)</b> - Automatic credits are not supported. The payment is left as is.</li></ul></li>
|
||||
<li><b>Leave as is</b> - This option leaves the transactions related to the lost item unchanged in the patron account.</li>
|
||||
</ul>
|
||||
<p class="indent2">The patron’s Account Transaction Summary will be updated according to the action you specify.</p>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<p>Separate settings control whether overdue fines are charged when an item is declared lost, when an item’s status is automatically changed to lost when it is billed, or when a lost item is recovered at circulation. See <a href="Overdue_Fines_on_Lost_Items.htm#XREF_77900_Overdue_Fines_on">Overdue Fines on Lost Items</a>.</p>
|
||||
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|
||||
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|
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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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<h1>Set the replacement charge defaults</h1>
|
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<p><a name="kanchor946"></a><a name="IX_replacement_setting"></a><a name="kanchor947"></a><a name="IX_setting_10"></a>To set the defaults for item replacement charges:</p>
|
||||
<ol>
|
||||
<li value="1"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>In the Administration Explorer tree view, open the <b>Parameters</b> folder for the organization, and select the <b>Patron Services</b> tabbed page in the details view. </li>
|
||||
<li value="2">Double-click <b>Replacement fee options</b> to display the Replacement Fee Defaults dialog box.</li>
|
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<p class="indent2">
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<img alt="dReplacFeeDx.gif" style="margin-bottom: 0.000pt;width: 300;height: 380;" id="image18" src="replacementfeedefaultsdx_300x380.png" /> </p>
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<ol data-mc-continue="true">
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||||
<li value="3">Choose how replacement charges should be calculated:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To use the original purchase price (if specified in the item record), click <b>Use item record price field or default</b>. If the original purchase price is not available for the calculation, the value specified in the <b>Replacement cost</b> field for the material type is used.</li>
|
||||
<li>To always use the replacement cost for the material type, and ignore actual purchase prices, click <b>Use defaults only</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the original purchase price is specified in the item record as $0.00 (the item was free), no replacement cost is charged.</p>
|
||||
<ol start="4">
|
||||
<li value="4">For each material type, in the <b>Replacement Cost</b> field, type the standard replacement value that is specified by library policy.</li>
|
||||
<li value="5">For each material type, in the <b>Processing Fee</b> box, type the amount to charge a patron for processing a replacement item.</li>
|
||||
<li value="6">Click <b>OK</b> on the dialog box.</li>
|
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<h1><a name="kanchor2636"></a><a name="IX_setting_up_charges_for_1"></a><a name="kanchor2637"></a><a name="IX_setting_up_charges_for"></a><a name="kanchor2638"></a><a name="IX_setting_up_7"></a><a name="XREF_28060_Set_up_charges_for"></a>Set up charges for checkout and renewal</h1>
|
||||
<p>To set up charges for checkout and renewal:</p>
|
||||
<ol>
|
||||
<li value="1">Enable the fee description in Polaris Administration:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Open the Fee Descriptions policy table for the organization that is setting up check-out or renewal charge policies.</li>
|
||||
<li value="2">Set the fee description <b>Item charge for check-out/renewal</b> to<b> Yes.</b> This setting displays the fee description on views and dialog boxes that list charges on the patron account. The charge transactions are logged with the Fee Description code <b>-11</b>. They are included in all Polaris toolbar reports of charge transactions and are available for reporting in Polaris SimplyReports.</li>
|
||||
<li value="3">Select <b>File | Save</b>.</li>
|
||||
</ol>
|
||||
<p class="indent4">For more information about working with this table, see <a href="Defining_Fee_Descriptions.htm#XREF_87511_Defining_Fee">Defining Fee Descriptions</a>.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Double-click the Patron Services parameter <b>Check-out: Charge</b> <b>options</b> to enable the charge and specify the appropriate material types, charge amounts, and patron codes.</li>
|
||||
</ol>
|
||||
<p class="indent2">The parameter is available at the system, library, and branch levels. To see the patron services parameters list, click the appropriate level- System, Library, Branch.</p>
|
||||
<p class="indent2">The Check Out: Charge options dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ChargeDX.gif" style="margin-bottom: 0.000pt;width: 600;height: 498;" id="image30" src="ChargeDX_600x498.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select (check) <b>Enable</b>.</li>
|
||||
<li value="4">Select (check) a material type to which a check-out charge should be applied.</li>
|
||||
<li value="5">Specify the amount to be charged for the selected material type and click <b>Apply</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You can also click several material types or <b>Select All</b>, specify a single amount, and click <b>Apply</b>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>It is possible to select a material type and leave the amount at $0.00, or to set an amount for a selected material type and then uncheck that material type. In either case, no charge will be applied.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select (check) the patron codes that should be charged the specified check-out charges. You can also click <b>Select All</b>.</li>
|
||||
<li value="7">Select one option for applying charges:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Check-out only</b> - Apply the charge only at check-out</li>
|
||||
<li><b>Check-out and Renewal </b>- Apply the charge at check-out and again if the item is renewed</li>
|
||||
<li><b>Renewal only </b>- Apply the charge only when the item is renewed</li>
|
||||
</ul>
|
||||
<ol start="8">
|
||||
<li value="8">If you want a message to appear when a staff member attempts to check out or renew a chargeable item to a patron, select (check) <b>Prompt in Staff Client</b>. For this option, the system uses the setting of the transacting workstation’s log-on branch.</li>
|
||||
<li value="9">Click <b>OK</b>. </li>
|
||||
</ol>
|
||||
<h4 style="font-size: 11pt;font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Polaris ExpressCheck transactions</span> - Your charge policies also apply to checkout and renewal from Polaris ExpressCheck. You can choose to allow the transactions and have the patron’s account charged appropriately when the transactions occur, or stop the transactions and display a message. The option is available in the SelfCheck unit parameter <b>Polaris ExpressCheck: Blocking conditions</b> (Item Blocks tabbed page). For more information, see the <span class="FM_Emphasis">Polaris ExpressCheck Administration Guide</span>.</li>
|
||||
<li><span class="FM_BulletHead">SIP Self-Check transactions</span> - Your charge policies also apply to checkout and renewal from SIP self-check units. You can choose to allow checkout and have the patron’s account charged appropriately when the transactions occur, allow renewal and have the patron’s account charged, automatically charge when the patron chooses to renew all items out, or stop the transactions and display a message. For more information, see <a href="../PDPselfcheck/Setting_Up_SIP_Self-Check_Circulation.htm">Setting Up SIP Self-Check Circulation</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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<h1><a name="XREF_59242_Setting_Fine"></a>Setting Fine Amounts</h1>
|
||||
<p><a name="kanchor4272"></a><a name="IX_setting_amounts_overview"></a>Fine amounts are set based on the patron code of the person being charged and the fine code assigned to the item. You can specify a different fine amount for each combination of patron code and fine code, as well as a maximum fine and a grace period for each combination (see <a href="Calculating_Overdue_Fines.htm#XREF_13339_Grace_Periods">Grace Periods</a>).</p>
|
||||
<p>Since fine amounts are defined using patron codes, fine codes, and loan periods, you must set up the Patron Codes, Fine Codes, and Loan Periods policy tables before you can define fine amounts. See: <a href="../../PDPpatacct/Defining_Patron_Codes.htm#XREF_90466_Defining_Patron">Defining Patron Codes</a>, <a href="../../PDPloans/Defining_Loan_Period_Durations.htm#XREF_40553_Defining_Loan">Defining Loan Period Durations</a>, and <a href="Setting_Fine_Codes.htm#XREF_25798_Describing_Fine">Setting Fine Codes</a>.</p>
|
||||
<p><a name="kanchor4273"></a><a name="IX_overview_142"></a>Fine amounts are set with entries in the Fines policy table, which can be displayed on an organization workform or with the Administration Explorer. Fines can be set from the system, library, and branch levels. However, entries are assigned to specific branches, and you specify fines for each branch in Polaris. You specify which branch’s entries in this table are used in fine calculation with the system-level Patron Services parameter <b>Consortium Circulation</b>. See: <a href="Defining_Fines_and_Fees.htm">Defining Fines and Fees</a>.</p>
|
||||
<p>When you open the table at the system level, you can view, add, or change entries for any branch. At the library level, you can view, add, or change entries for the branches associated with the library. At the branch level, you can view, add, or change entries for the selected branch. You cannot delete fine entries in Polaris Administration. The system administrator can change the Fines table using the Query Analyzer in SQL Server.</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 fines table: Allow.</b></p>
|
||||
<p>See also: <a href="Add_a_fine_amount.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add a fine amount</span></a></p>
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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_25798_Describing_Fine"></a>Setting Fine Codes</h1>
|
||||
<p><a name="kanchor5343"></a><a name="IX_overview_141"></a><a name="kanchor5344"></a><a name="IX_use_of_fine_codes_in"></a><a name="kanchor5345"></a><a name="IX_overview_140"></a>Fine codes represent the various fine policies used in combination with patron codes to determine fine amounts. Fine codes are displayed as selections in the Fines policy table and the <b>Fine code</b> box on the Item Record workform.</p>
|
||||
<p>Fine codes are defined as entries in the Fine Codes policy table, which can be displayed on an organization workform or with the Administration Explorer. Fine codes can be added from the system, library, and branch organization levels, but they are then available to all organizations. You cannot delete fine code entries in Polaris Administration, but the system administrator can change the Fine Codes table using the Query Analyzer in SQL Server.</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 fine codes table: Allow</b>.</p>
|
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<p>See also: <a href="Add_a_fine_code.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Add a fine code </span></a></p>
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<h1><a name="XREF_53174_Setting_Lost_Item"></a>Setting Lost Item Recovery Defaults</h1>
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<p><a name="kanchor2905"></a><a name="IX_recovery_settings"></a>When a lost item is recovered at check out or check in, the charges associated with the item must be resolved (charged, waived, credited, or left as is, as appropriate). With the Patron Services parameter <b>Lost item recovery</b>, you can set the default actions so that the charges are resolved automatically when lost items are recovered at circulation, and staff members do not have to resolve each item manually. Charges for lost items may include a replacement charge, a processing fee, and an overdue charge. You can set up separate resolutions depending on whether the charges have been paid or remain unpaid.</p>
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<p>The governing library setting for lost item recovery (transacting library or lending library) determines which library’s settings rule when a lost item is recovered at circulation. The governing library for fines determines how the overdue charges are calculated. For more information about governing library settings, see <a href="../PDPreceipts/Set_fine_receipt_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set fine receipt options</span></a>. The replacement charge and processing fee are calculated according to the settings for the item’s assigned branch. See <a href="Setting_Replacement_Fee_Defaults.htm#XREF_97518_Setting">Setting Replacement Fee Defaults</a>. </p>
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<p>You can set separate default actions for normal check in, bulk check in, and check out. Your settings determine how lost items are resolved in the online staff client and in the following situations:</p>
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<li><span class="FM_BulletHead">Offline circulation</span> - Uses check-out and normal check-in settings.</li>
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<li><span class="FM_BulletHead">Polaris ExpressCheck</span> - If you have set Polaris ExpressCheck to permit check out of lost items, your settings for normal check out are used. For information about Polaris ExpressCheck settings, see the <i>Polaris ExpressCheck Administration Guide</i>.</li>
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<p class="NoteShade"><b>Note:<br /></b>SIP/NCIP circulation does not support default settings, and returns error messages for lost items.</p>
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<p>See also: <a href="Set_the_lost_item_recovery_default_actions.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set the lost item recovery default actions</span></a></p>
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<h1><a name="XREF_97518_Setting"></a>Setting Replacement Fee Defaults</h1>
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<p><a name="kanchor2221"></a><a name="IX_replacement_overview"></a><a name="kanchor2222"></a><a name="IX_overview_144"></a>When a patron must be charged to replace a lost, damaged, or long overdue item, Polaris can use the original price of the item or a default cost set by library policy. If the item’s original price is unknown (the <b>Price</b> box on the Item Record workform is blank), the default replacement cost is used. (If the item’s price was $0.00, no replacement cost is charged.) You may choose to use the default replacement cost for every item, whether the original price is known or not. In addition, you can specify a processing fee that is added to the replacement cost. You can set separate replacement costs and processing fees for each material type.</p>
|
||||
<p>The Patron Services parameter <b>Replacement fee options</b> controls default cost settings. You can set the parameter at the system level, library, or branch level. When an item is manually declared lost, or is automatically declared lost when it is billed, the <b>Replacement fee options</b> settings for the item’s assigned branch are used. The settings for the governing branch for fine calculations are used to calculate the overdue fine, if any. See <a href="Defining_Fines_and_Fees.htm">Defining Fines and Fees</a>.</p>
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<p>See also: <a href="Set_the_replacement_charge_defaults.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set the replacement charge defaults</span></a></p>
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