User Loans #
Provided information on all the items currently on loan to a specific user.
Check Boxes #
The check boxes are used in conjunction with item renewal
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
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 status Is ‘Debarred’ #
This feature is still in development
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.
Need to confirm loan date #
selecting this option provides the option to override the standard due date on renewal
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)