User Detail – Command buttons #
The following command buttons are provided in a vertical panel:
- This green cross allows addition of a new user record.
- The disk icon allows added and amended data to be saved.
- This option allows creation of a new user registration record, by copying the existing one currently displayed.
- The house icon allows replication of address details from the current user to linked relations.
- This allows the printing of a user card.
- This button is only enabled where the Aurora Label application is installed and available to the workstation. Clicking the icon automatically allocates the next available user barcode in the library’s defined sequence – this can then be printed on a card for the user. The previous barcode is simply overwritten, and now is no longer accepted.
- This button allows the library to send an adhoc SMS message to the current user
- This button allows the library to send an adhoc email to the current user
- This icon allows deletion of the user record.
Copy a user record #
Aurora provides for copying an existing record for a user, preserving ‘constant’ information, such as address detail, and so allowing for rapid data entry for users of a family group.
The Copy process requires identification of the source user record. The command icon for Copy is then clicked: and Aurora will present an adapted user input template for completion:
Existing buttons for Delete and Copy User are now greyed, and a large ‘Copy’ caption is shown in blue. Any existing status marks, debarral information, loan attributes, and source user’s barcode are cleared. Forenames are also removed, and just the last name retained, with the first name given as ***** preparatory to being overwritten. Address information is retained – but by default the email address is not copied. [If email addresses are to be set to copy across, then this can be set in Local Settings.] All that is required is to complete the form by adding first name and other elements as required.
User type selection #
Note that as with user record creation, user type is automatically prompted according to the entered date of birth, where parameters indicate user type being controlled by age limits.
Automatic barcode #
On saving the record, when validation is confirmed, a barcode may be automatically applied, if the library has set up the parameters to achieve this.
Printing a User Card #
When the User Card button is clicked, then a simple overlay window will appear, containing the details of the user that is currently selected, and allowing the details to be sent to the printer.
The process uses a separate program – Aurora Label – described below. Please contact AIT for details on acquiring the module.
Aurora Label #
Aurora Label provides functions to produce a user membership card, complete with user barcode, allowing for convenient workflow when associated with self-registration. The function is called from Desktop / User Details, allowing in turn review of the user’s details and application, and permitting the creation of the membership card direct from the user details display.
This section describes the Label module itself and the setup elements.
User Membership card #
Initially, this tab will show the data elements that may be used in production of the card in a detailed form:
The form may include the following data elements, each of which may be included on the membership card:
- Aurora User
- User barcode
- First name
- Last name
- First and last names [provided to allow better handling of the compound name]
- Additional address
- House no.
- Post Code
- User type
- Registered from
- Registered to
- Permanent caption lines
Three library definable lines are then allowed for entry of free text, e.g. to provide address or contact information for the library. These details are constant on all labels.
Each element is controlled by a checkbox, which determines if it is to be used in the printed output, and if required in which size font, then also by a set of coordinates, allowing placement on the label according to left and top positions by pixel count. Some experimentation will be required to ensure that the correct placement is determined.
Additional controls #
The font to be used in the card output is entered directly in the text box at the top of the User Membership Card tab. Care should be taken to ensure that all workstations using the module are equipped with the font, and that its name is spelt correctly.
The printer to be used for the card production is set in the Setup tab, and details displayed at the foot of the User Membership Card tab.
Save Settings on Exit #
When initially setting the card details and coordinates, the required settings can be saved on exiting by using this checkbox. Systems managers should take note of the required final settings in case these are changed by adhoc activity.
Control buttons #
Four control buttons are provided:
- Allows the currently displayed details to be cleared for entry of a new user details or test operation
- This button allows a test operation to be carried out.
- Allows print output via a preview display.
- Exits the module
Test operation #
If the test drive button is clicked, this will populate the form with some test details, allowing the data elements to be manipulated and controlled for output [Note that permanent caption coordinates are cleared by this option]:
Any permanent lines should be added after the main layout is determined,
Printing the card #
Clicking the printer button invokes a print preview, allowing the output view to be shown and resized. This is a standard Microsoft Windows print preview display and allows the card to be printed directly.
The Setup tab holds two separate panels:
- Barcode properties
- User label printer
Barcode properties #
This panel lists all the barcode symbologies that are supported in the printing of a barcode. Aurora does not mandate any specific symbology, and system managers should check local equipment for details of the symbology used by their readers. In all cases, print output should be tested to ensure that it reads correctly.
User label printer #
This combo allows definition – for the current workstation – of the default printer for card production.
Note that on selection, the printer name is shown on the User Membership card tab. If no explicit selection, the first printer listed is used by default.
Adhoc SMS #
The SMS icon is available in User Details displays. If enabled the icon will show blue – and grey if not enabled.
The function is enabled if either of the Enterprise parameter table settings (SMSOverdueNotices or SMSReserveNotices) are set ON and the user has a Mobile phone number (note that they don’t have to have Accept SMS ticked). This then allows immediate creation of an SMS message to the user: clicking the button will pop up a small window with the message giving the target user’s mobile number and name:
Adhoc settings #
The library can determine whether to include or exclude specific elements by settings in the enterprise parameters
User Calls #
The message is limited to 160 characters, and a tally of the length is shown and is updated as the message is compiled. A save button allows the message to be written to User Calls as a ‘Correspondence – SMS’ user call.
Adhoc Email #
The Email icon is available in User Details displays. If enabled the icon will show blue – and grey if not enabled.
The function is enabled if the user has an email address (note that they don’t have to have Email notices ticked) -and the presence of an email ‘from’ address in enterprise parameters [if this is not present, you will not be able to send a mail]. This then allows immediate creation of an Email message to the user: clicking the button will pop up a small window with the message giving the target user’s email address and name:
The default Subject is automatically entered; the operator simply needs to add the message. No attachment capability is provided at this stage.
Command buttons #
2 command buttons are provided:
- This button is used to generate the email and send it immediately
- This button exits the form, without saving
The message state is shown in the lower left-hand corner of the form. If all is ok, the confirmation is shown in green stating ‘sent’
If the email delivery fails, the message will be in red stating ‘Email Failed’
User Calls #
The details of the email are written to User Calls as a ‘Correspondence – Email’ user call; with transaction type 978 as per existing parameter table settings.