Wednesday, January 3, 2018

Number of Holds Allowed

The majority of FCPL borrowers are allowed up to 30 holds (with exceptions noted below). This 30-item hold limit should not interfere with our 25-item maximum check out policy since it would be rare indeed for all 30 holds to arrive at the same time. If this does prove an issue, you can show the patron how to suspend some of their holds. See posting(s) related to "Suspend A Hold Request".



  • 0 holds allowed: FLTTR, FMR, FPAY, FSURF, FCOLL

  • 30 holds allowed: All other Fresno borrower types - including staff

Note: Cancelled and Expired Holds do not visibly show on the customer's request list. However they are still technically part of their request list and therefore count towards the overall total. If you suspect a "hidden" request in a customer's request list is preventing them from placing additional request, contact the Jurisdiction System Administrator, who will check with System Office.

rev. 1/2018

Thursday, August 10, 2017

How much to charge if an item has no listed price

If an item does not have a cost in the record, the correct amount to charge is the average cost of items that have the same collection code.  This amount is located in the Collection Code record and can be accessed through the Table Editor in Horizon.  If you do not have access to the Table Editor, please call the Jurisdiction System Administrator in eServices to get the price.

If you have access to the Table Editor follow these steps:

  1. Double click on Table Editor to bring up the Code Lookup box.
  2.  Scroll down to the 'collection' entry, highlight it, and press enter.  
  3. The next box is called 'Indexes'. 'Collection' should be highlighted at the top of the box.  Type in the collection code for the item you are looking up (collection code can be found in the item detail status) in the 'Search for' box, press enter. 
  4. Click and highlight the entry on the next screen then press the enter button.
  5. You will see the 'Avg Replace Cost' about halfway down the screen. 
  6. Click 'Close' when done, then x out of the Table Editor.

rev. 5/2018





Tuesday, March 7, 2017

Baby cards-duplicate barcodes


There are some baby cards that have duplicate barcode numbers.  Most of these cards have been distributed to branches or to local hospitals to give to newborns.  When you try to register a new customer with a card number that has already been used you will get this error message:

 

If you get this message, try another card and destroy the duplicate card.

 Please remember to still use the ‘fba’ btype when issuing a card to a newborn, even if you end up giving the parent a traditional (non-baby) card. 

Addition July 2017:  Please destroy any baby cards received before  July 2017 and only use stock received after that date.

rev. July 2017


Monday, March 6, 2017

Duplicate Borrower Check

There is a new feature in Horizon to help avoid making a duplicate card for the same borrower. 

This is the duplicate borrower check feature.  This feature looks at the name, birthdate and phone fields.  If the new record you are creating and an existing record match on 2 of the 3 fields, Horizon will show you the matching record(s) and give you the opportunity to check the match in more detail.  This feature is to assist in finding duplicates, not be the only method.  You will still want to check manually with a DL number and name.  The duplicate check feature doesn’t have the option to check on the DL number, so it is important you do this manually, as always.

In order for this duplicate borrower check to match, it must be an exact match on 2 of 3 parameters:

Name: the name has to match exactly (although case and punctuation are not considered).  For instance, "smith, john" and "SMITH JOHN" are a match.  "Smith, John J" and "Smith, John" are not a match
Phone: the phone number has to match on all characters, including dashes.  However, phone type isn't considered in the match
Birth Date
You will see the duplicate borrower check screen if there is a matching record after you press “save” when creating a new record.


 




 Again, this is an additional method of catching duplicate records, not the only one to be relied upon.


rev. 5/2018