Looking Up Prior Borrower Information

Ocassionally an item arrives in the shipment damaged or missing disks. It would be nice to know the name of the prior borrower to charge them for the damage or contact them regarding the missing parts.

The name of the prior borrower is on the item record for 15 days after the item has been returned. That amount of time is typically the most an item might be in the shipment as it travels from one location to another. But once that time has elapsed, there's no way to tell who had it out last. We do not want to retain prior borrower info longer than that as one way to safeguard patrons' privacy in case their library records are subpeonaed.

To find prior borrower:

• F2 - Search by item barcode
• At the bib record - Show Copies
• Highlight the item - click Detail Status at the bottom of the screen.
• A new window opens. Page Down until you reach the Prior Circ Info section. 
• If it's been less than 15 days since the item was returned, the borrower's name will appear here. If this section is blank, it's been more than 15 days. 

rev. 4/2018

New Address type in Horizon

One of the changes in the Horizon 7.5.4 upgrade is the addition of a 3^rd address type: MAILING.  The following are the correct ways to input the 3 different addresses.

ADDRESS – PERM – Borrower's physical address of their permanent residence. REQUIRED for all borrowers.

* Enter address in ALL CAPS, no punctuation, on a single line whenever possible.

* Put the apartment (APT), suite (STE), mobile home space (SPC), etc. at the end.
* If the street name makes the address too long to put apartment/unit number at the end, put the APT / STE on Line 1 and the street address on Line 2.
* Proper entry of mailing address affects our postal rates and is based on USPS standards.

DO NOT enter PO Boxes here. See MAILING.

ADDRESS – MAILING – Use only if borrower has an address for mail delivery of correspondence / notices that differs from their PERMANENT address.

* Click "New" to create an additional address.
* Click “Mailing” radio button

ADDRESS – TEMP – Use only if borrower has a temporary mailing address, e.g. summer resident or college student

* Click “New” to create an additional address
* Click the “Temp” radio button.
* Enter the begin and end date for which that address will be used, using the format DD/MM/YYYY
* Enter the street address, City St, and postal code following rules
*If a customer had both a PO Box and physical (temporary) address, set the Begin and End dates for the Temp address in the past. Otherwise their temp (physical) address will be used to send them mail instead of their perm (PO Box) address. To make this easier set Begin = yesterday's date (i.e. 5/1/2017) and End = today's date (i.e. 5/2/2017).

The complete SJVLS Borrower Registration Data Entry Standards can be found here.

rev. 2/2018

Horizon 7.5.4 Bug - Wrong Name on Payment Receipt

Update: A temporary fix to the 'crashing' side of the problem was implemented 11/1/16. The name of the borrower on the payment receipt has been replaced with the libary card barcode of the borrower. It only prints the last few digits of the barcode to help protect customers' accounts from being used for other services. But it should be enough to verify the account name and barcode together if they present the receipt later with questions.

Note: placing the barcode on the receipt did not correct the other part of the bug. It could still print the barcode for the borrower that's currently on the item record. But the fine payment is truly credited to the correct borrower.


UPDATE 2/2018:

Another issue is when checking in items and trying to print a return receipt in Horizon is that this will crash Horizon.  This is only when printing a return receipt. 

The only way to 'correct' the issue of wrong name printing on cki or payment receipts is to remove the name from payment or cki receipts altogether.

You can aso avoid the cki receipt issue by checking in and issuing a return receipt through CircIt.

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When we upgraded to Horizon 7.5.4 in October, 2016, a bug was introduced into the system. The payment receipt prints the name and/or barcode number for the borrower that’s currently on the item record (i.e. has the paid for item checked out) - not the borrower who's paid the fine. Don't worry though. It’s only cosmetic. The fine payment is truly credited to the correct borrower.

In this example, Julianne Starner paid fines on her account, but Lupe Vasquez's name appears on the payment receipt. That's because Lupe has the Deadwood item checked out.

Another symptom of this problem was that Horizon would crash during the payment transaction. The payment was still made to the correct account, but staff had to log back into Horizon.

We will probably have to live with this until the next upgrade. Simply cross out the wrong name and write in the correct borrower's name and reassure/show the customer their fines were indeed paid.

rev. 4/2018

Shipment Check In

As of today, shipment should be checked in using regular check in. Previously, it has been standard practice to check in shipment using exempt check in. This change in practice is to remain consistent with Policy 16.6-1, Volunteer Use of Horizon, which does not allow volunteers access to exempt check in status because it could affect the fines/fees posted to a borrower's account. Since many branches use volunteers for shipment check in, this practice is being updated.


rev. 5/2018