User links – Items on Loan  #

The information is presented in a clear Windows Listview style, with the Item Control panel presented on the right.
The details are presented by default in a chronological order of Due Date (ascending) Titles are initially shown in a reduced format: to see the entire title information, click on the division between the headings for Title and Status – this will automatically extend the field display to show the whole field. You can reduce it again by dragging the divider where you want it.

User Links – Items on loan – Pop-up menu #

A Pop Up menu is available with a range of options

• Renew Items(s). This option enables the renewal of the item on loan – Note the Item renewal checkboxes in the right hand Control panel can enable Renewal that would not automatically be renewed.
• Return Item(s). This option is only enabled when one or more checkboxes are selected and allows the item(s) selected to be returned. The process will switch the screen dynamically to Return to action each of the selected items and then return here to the list of Items on Loan.
• Tick/Untick all items. This option allows all item checkboxes to be set to the same setting, e.g. to allow all items to be selected – allowing for a block return of all items on loan to a user.
• Tick/Untick all items – This ticks or unticks all rows in the items on loan table. Note the all items and No items Boolean buttons at the top pf the right hand panel can also do this function
• Go to item details –
• Go to search and view all items in this work –
• Email list of ‘items on loan’ to the user –
• Print out Items on Loan –
• View current Docket slip –

Items on loan Flashes #

Flash Icon	Description
	The item has an Abnormal status of Claimed return, or statutory declaration, Items with this status will not be counted in the items on loan total.
	The item is overdue
(No Flash)	The item has no status
	The item has an untrapped reserve against it work and may not be renewed.
	The item has a status other than normal, claimed return or statutory declaration
	Item Due back tomorrow

See the Desktop Flashes page for a list of all flashes

Items on loan List – Columns #

Control panel (Right hand panel) #

The Control panel is placed to the right of the items display, and the Item tab only applies in the Items on-loan display:

Item selection #

Loans of related users checkbox – This checkbox allows simultaneous display of all loans for related users – e.g. to allow renewal of all items for a family. These loans are controlled in exactly the same way as the currently selected user’s loans – i.e. they must be selected and are subject to the controls described below.
When the required items are selected, the renewal is performed by clicking the Renew command button – subject to the checkbox controls selected.
NOTE: that if no checkboxes are selected, and there are no exceptions against the items being renewed, then the renewal will simply take place, and no further message is provided to the operator.
Where there are exceptions, then only those items with exceptions are reported in a pop up

Radio Buttons

• All Items – Selects(ticks) all the items on loan in the table
• No Items – De Selects (unticks) all the items on loan in the table

Checkboxes #

• Need to confirm loan date
• Warn if overdue
• Warn if overdue charge
• Bypass if Exceeds Max renewals
• Bypass if user registration has expired
• Bypass if user status is review

Need to confirm date – Checkbox #

This option requires the confirmation of the new due date. Aurora Desktop prompts with a date which is one month ahead of today’s date, and this may be amended – extended or shortened – as required in the specific circumstances:

Note that ALL items so renewed are now due back the SAME date (subject to checks of status, reservation, etc. against the item, and legitimate membership against the user).

Warn if overdue #

If this checkbox is ticked, then any items overdue are not renewed, but a warning is provided indicating the reason.

Note this checkbox will only function as described if the enterprise Parameter RenewCheckIfOverdue is turned on

Note that following the above action, no charges are applied to the user’s account. If the same operation is performed without this box being ticked, then the renewals will go through unchallenged, but any accrued fines are now charged (to receive warning that charges are applied, see the following checkbox).

Warn if overdue charge #

As well as reporting if an item to be renewed is overdue, an additional checkbox allows reporting if the item is sufficiently overdue to have attracted a charge. With both ‘Warn if overdue’ and ‘Warn if overdue charge’ ticked, or just the ‘Warn if Overdue charge’ ticked, then the renewals are not allowed, and an indication of the current charge is given:

Note that following the above action, no charges are applied to the user’s account. If the same operation is performed without the warning boxes being ticked, then the renewals will go through unchallenged, but any accrued fines are now charged

Bypass if exceed max renewals #

If the selection includes items which have reached their maximum number of renewals, then this information too will be presented to the operator. By checking this box for renewals, then items will be renewed directly, without the information being given.

Note The enterprise parameter – RenewalsAllowMaxBypass must be turned on for this function to work.

If the selection includes items which have reached their maximum number of renewals, then this information too will be presented to the operator. By checking this box for renewals, then items will be renewed directly, without the information being given.

Bypass if User registration is expired. #

If a User has a is expired and you attempt to renew your will receive a message statis the renewal exception for book XXXXX was The calculated user registration date has expired. .
The option to tick Bypass if User registration is expired checkbox and allow the renewal is available.

Bypass if User Status is review #

If a User has a status of ‘review’ and you attempt to renew your will receive a message statis the renewal exception for book XXXXX was User status is review.
The option to tick Bypass is user status is review checkbox and allow the renewal is available.

Command buttons: #

•   Email Loan Docket – If the user is enabled to have loan dockets email (which in turn is set by an institutional enterprise parameter) then this option is available, to allow dockets to be emailed to the user, rather than printed out.
•   View (or preview) Docket printer output – allows selected items to be shown as a docket output on screen. Note that normal Windows menu controls allow this output to be sent directly to the printer
•   Docket printing – The Docket command button allows details of one, some or all items on loan to the user (and related users if selected) to be sent to the default printer attached to the workstation [as determined by Windows settings].

  To print details, first select the items required, ticking the individual checkboxes associated with each item. Note that if NONE are selected, and the Docket button is selected, Aurora will create a pop up question indicate that no items are specifically selected, and will ask if ALL details are to be printed.

•   Link to Item Details – Allows direct display of the relevant Item details. The Item Details display will be shown, carrying forward the item number/barcode from the line highlighted – note that the command is disabled if no item is selected, or if more than one items are selected. Closing down the Items Details display will return to the On-Loan tab
•   Renewal – Items to be renewed can be individually selected by ticking the checkboxes for each item in the display. Radio buttons are provided on the control panel to select either ‘all’ or ‘no’ items.

Renewals ‘seen’ ‘Unseen’ #

The default behaviour of renewals is for them to be listed in the unseen column of the items on loan list

It is possible to differentiate between ‘seen’ and ‘unseen’ renewals, and to apply separate controls for them. Enterprise parameter – RenewalsSighted.
If the differential applies, and the items are ‘seen’ (as at the library counter) tick this checkbox, otherwise (for example, if the renewal is made via telephone), leave it clear (this is the default setting). This then records the type of renewal, which may be controlled differently in your library, e.g. to only allow one renewal without presenting the item in the library