User Loans #

User Loans provides a table view of a selected user’s current loans.

Check Boxes #

The check boxes will display when the options button is clicked.

• Need to confirm loan date – Provides the option to override the standard due date on renewal. New date will be displayed at this check box.
• Warn if overdue – If the item is overdue, this enables a pop up to display ‘Item is overdue’ and the renewal will fail. If not selected, any overdue item will be able to be renewed.
• Loans of related users – 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.
• Warn if overdue charge – Allows reporting if an item is sufficiently overdue to attract 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 pop up will display an error ‘Item is overdue’. 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, the renewals will go through unchallenged, but any accrued fines are charged.
• Bypass if exceeds max renewals – Allows the operator to bypass max renewals of an item. Note The enterprise parameter ‘RenewalsAllowMaxBypass’ must be turned on for this function to work.
• Bypass if User status Is ‘Debarred’ – Allows the operator to bypass user debarral to allow renewal.
• Bypass if User registration is expired – Allows the operator to override a user’s expired registration status.
• Bypass if User Status is review – Allows the operator to override a user’s status (e.g. review).
• Bypass if item status is Abnormal – Allows the operator to override an item’s abnormal status (e.g. any item status other than normal).

User loans Results table – right click #

A Pop Up menu is available with a range of options

• Renew Items(s). This option enables the renewal of the item on loan
• 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 the user loans screen.
• Tick/Untick all items – This ticks or unticks all rows in the items on loan table.
• Go to item details –
• Go to search and view all items in this work –
• Email list of ‘items on loan’ to the user – This function is currently in development
• Print out Items on Loan – Creates a popup print preview receipt of the items selected.
• View current Docket slip – This function is slated to be removed.

Items on loan List – Columns #

• Date of loan
• Date due for return – This will be highlighted red if the item is overdue
• Item ID – Item Barcode
• Title – Title of the work
• Author
• Format – The item format
• Part
• Status – e.g. on Shelf, on Loan, Missing.
• Loaned From
• Reserves – as a number as total
• info

• Estimated charge. – This can be useful to indicate to a borrower how much he would owe if immediately returning an overdue item – and to indicate the overall sum that will be owing for a number of such overdue items.
• Renewals – Number of renewals
• User ID – User Barcode
• Bibliographic id

How to Renew Items that have exceeded Renewal Limit #

If an operator attempts to renew and gets a message that states ‘exceeds max number of renewals allowed’ this is due to the number of renewals allowed within the loan parameter.
An operator may be able to bypass this and renew the loan if the enterprise parameter ‘RenewalsAllowMaxBypass’ is ON

To Conduct the renewal tick the checkbox ‘Bypass if exceed max renewals’ prior to selecting the item on loan and then right click renew item(s)