New block categories

 

The next time staff go to add a fee to a borrower’s account the list of blocks will look a bit different. I removed the “Lost on Dynix” block, because it hasn’t been used since 2003, and it’s no longer relevant. I added two new fee blocks: print and repcard. The menu now looks like this:

Staff can use the print block type for fees associated with printing and/or faxing materials. Because this block type will already declare that it’s related to printing, I was thinking staff would only have to record information about number of pages printed in the comment, but how you want your staff to record any comments is up to you. 

Staff can use the repcard as a block type for fees associated with issuing replacement cards. 

The screenshot below shows what the blocks look like when they’re added to a borrower’s account.  

9/2020

How to change pick up location of a hold already on your shelf

 So the patron got a notice their hold was at your library.  They call and want you to send it to another library instead.  What do you do?

1.  Check out the item to yourself.  Screen will tell you the item is on hold for someone else, do you want to continue?  Say yes to override the original hold, and CKO.  Say yes to renew the borrower's request (this will put them back in the same place in the queue).

2.  Go to your patron's record.  

3.  From the CKO screen file menu select Borrower -> Request. 

     a. Highlight the item that needs the hold pickup location changed. Choose Edit. 

     b. Set pickup location to requested branch and save.

4.  Check in the item  (exempt) and it should trigger a hold for the original patron to go to the new location.

This can be done as a batch for a single customer,  but it will only work for items that have the same status (ex: all items in transit have to be batched together, items requested together, items hold together).  

9/2020