Summary
There are a number of messages, which may display, when completing transactions in the Circulation Desk. This guide will provide a table identifying the settings behind some of the messages that may appear in the Circulation Desk.
Abbreviations Used in This Guide
The following abbreviations are used in the table in the Question Message Examples section:
- PLC – Patron Loan Category. A number of BLCs may be created, one of which is selected on the applicable patron record.
- RLC - Resource Loan Category. A number of RLCs may be created in your system, one of which is selected on each copy record.
- CED – Circulation Expiration Date. CEDs are often used, particularly by libraries in educational institutions to limit the due date of any checkouts, to different types of patrons that may otherwise be extended beyond the end of the school year. It is not mandatory to set a CED for any or all RLC/PLC combinations.
Question Message Examples
The inclusion of a both a Check and a Cross icon, on displayed messages, is dependent on whether the logged in Circulation Desk staff member has the applicable override User Privilege operations activated.
- For staff without override operations activated, displayed messages are a statement. They do not provide the option to allow or disallow and the message text usually displays in red.
- For staff with override operations but not the automatic override will see a message display which includes a Check and a Cross
- Messages in black text, which include only a Check, do not halt further transactions. This indicates the logged in staff member has automatic override permission
The following table describes some of the question messages, to which a response may required (depending on User Privilege settings), before any further circulatory function can be performed in the Circulation Desk:
Type of Message |
Options |
Controlled by |
The patron’s membership has expired, allow checkouts? |
Check – Override this setting and allows checkouts for this patron Cross – Deny checkouts |
The patron’s expiration date has passed; either delete the date or change it to a future date. This is done of the Patron Details screen |
The CED for this PLC has expired, allow checkout? |
Check – Override this setting and allows checkouts for this patron Cross – Deny checkouts
|
The CED of the PLC has passed; either delete the date or edit it to a future date. This is done via Lending Rules |
The Patron has overdue checkouts, allow checkouts?
|
Check icon – Override this setting and allow checkouts for this patron.
Cross – Deny checkouts
|
The checkout periods for each PLC/RLC combination are controlled by the Lending Rule |
Allow Unauthorized Checkout?
|
Check icon – Override this setting and allow the checkout.
Cross icon – Deny the checkout. |
The Lending Rules determine the RLCs that each PLC is entitled to borrow. |
Maximum checkout or fine limit reached, allow checkouts? |
Check icon – Override this setting and allow the checkout.
Cross icon – Deny the checkout.
|
The maximum number of checkouts and fines, for each PLC/Checkout Limit Type combination, are controlled by Lending Rules. |
Copy is from another branch
|
Continue – Complete the return without any changes.
Update – Complete the return and change the copy’s Branch to the current Branch.
Cancel – Abandon the return process and leave the item on checkout. |
The Branch field on the Copy record specifies its current issuing location. |
Override charge? This item has an overdue charge of x.xx.
|
Check icon – Do not enforce the charge.
Cross icon – Apply this charge. |
Overdue charges are controlled by the Lending Rules Changes tab |
Item has a rental or hold charge. Do you wish to override it?
|
Check icon – Do not enforce the charge.
Cross icon – Apply the charge. |
Rental and hold charges are controlled by the Lending Rules Charges tab. |
There are other messages that are for information purposes only, for example, when a checkout period is truncated due to an existing reservation on the item that is due prior to the normal checkout period of the item:
Or
A hold for the patron, currently displayed in the Circulation Desk, is available for collection:
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