SmartPay-Login restrictions

 There are a few instances in which patrons are not able to use SmartPay.

If the card is marked lost, the patron wi be unable log on to SmartPay.

If a patron has a lost item on their record and has one of the following btypes, they will be unable to log in to SmartPay:

• Pcoll
• Mcadic
• Mcjic
• Mcyaic
• Maincoll
• Majinco

Fresno's accounts are not blocked from SmartPay, with the exception of lost cards.

3/10/22-dh
    

Staff password structure

 

SJVLS turned on Horizon STAFF password complexity on February 16, 2021. It has not been on at all until now.

As of now the following complexity will be required:

    Password Character length

• Minimum of eight (8)
• Maximum of 25 (25)

    Minimum Uppercase letters -at least one (1)

    Minimum Lowercase letters - at least one (1)

    Minimum Numbers - at least one (1)

    Minimum special characters - NOT required, but can be used

    Maximum number of consecutive number/character repeats - two (2)

    Other password changes:

• Password change is required every 180 days
• Cannot use the same password 2x in a row
• There will be a warning ten (10) days before your password expires
• You have the ability to change your own password at any time from inside Horizon (File>Change>Password)
• Account lockout will occur if you enter the wrong password five (5) times in a row you will be locked out of your account for 5 minutes
• Account will be disabled if you enter the wrong password ten (10) times in a row.  You will need to call the JSA to have it re-enabled.
• If your password expires and you do not login and change it within thirty (30) days your account will automatically become disabled

  4/15/21

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