Circulation Alerts and More DS42606

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Circulation Alerts and MoreDS4/26/06
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What It Does

• Functionality Overview
• Four sets of changes that will improve the Charge
  and Discharge Processing
• Ability to configure the information operators
  see, in addition to how and where they will see
  this information for each Circulation Desk.

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Changes

• Direct link from the Discharge transaction to the
  Patron Record
• Alerts to exceptions Circulation process will
  stop when an exception condition has been
  specified and arises during the discharge.
• Information in the FYI column can be controlled.
• Optional Alerts on Discharge or Charge when a
  patron has items available or fines/fees balance.

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Discharge Alerts

• Some Conditions an Alert may be configured to
  appear for
• Item is discharged
• Overdue Item is discharged
• Browse
• Item satisfies a hold or recall request
• Item is to be sent to the hold shelf
• Item satisfies a call slip request
• Self Shelved
• Fines and Fees Applied
• Item Routing to another location
• All of these Alerts may be configured to how and
  where they will be seen as well as what
  information will be included in the alert.

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How Where

• Alerts may appear in the FYI column in the
• discharge screen

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• OR
• Alerts may appear in a Dialog Pop Up Box
• Advantage of the Dialog Pop Up Box is that the
  operator has to acknowledge the Alert message and
  do something if necessary.

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• Alerts may also be chosen to be ignored and will
• not appear at all.
• Please Note Alerts that currently appear in the
  FYI
• column if not chosen to do so after the Upgrade
  will
• not appear as they do now.
• Example Browse appears now in the FYI Column of
  the
• discharge screen If not configured to appear in
  the FYI
• column after the Upgrade then this alert will not
  be seen at
• all.

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• Information that may appear with the Alert
  Message
• You may choose to include the following to appear
• with your Alert
• Patron Name
• Patron Barcode
• Patron Phone
• You can choose all, some or none. Its your
  choice.
• Example choosing all three

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• More Examples
• Dialog Box Format

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How Do I Get It To Look Like That?

• To configure the Circulation Alerts so they
  appear how you
• would like them to, where you would like them to
  and with
• the information you would like included you need
  to begin
• with System Administration.
• Note This should be done as soon as possible
  after the
• Upgrade. Remember any existing Alerts you are
  familiar
• with and used to may not exist after the Upgrade
  until you
• configure the choices in System Administration.

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System Administration Work

• Logon to System Administration
• Circulation
• Policy Definitions
• Choose the Circ Policy Must configure Alerts
  for each Circ Policy
• Locations Choose location Must configure
  Alerts for each location
• Settings
• NEW Alerts Tab

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System Administration
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System Administration

• Left Column list the Alerts you may choose from
• Highlight the Alert Click on the arrow to send
  the Alert to the Selected column
• Decide how you want the Alert to be displayed
• Dialog Pop Up Box
• or
• FYI Column
• Choose other information you would like included
  in the Alert
• Patron Name, Patron Barcode, Phone by checking
  off the box next to
• the option.
• If an item being discharged has multiple Alert
  conditions each of these Alerts will
• appear as you have them set up in System
  Administration.

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2 Extra Alert Options

• Patron has available items
• Patron has fines/fees
• These alerts may be chosen by checking off the
  box in the Alerts area in
• System Administration.
• If these are checked they will show any time
  these two conditions occur.

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• If these are checked in the Session Preferences
  they will show any time these two conditions
  occur.
• These alerts may also be left unchecked in System
  Administration but may be chosen from the Session
  Preferences in the Circulation Client on a
  transaction basis or terminal basis.
• Ex You want these two Alerts to show up only on
  two Circ terminals. At the login you may set the
  session preferences to include these Alerts.

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Direct Links to the Patron Record from the
Discharge Screen

• Upon discharge if an Alert comes up or if you
  need
• information on the patron who has returned this
  item you
• may right click in the Discharge screen header
  area and the
• usual Drop down menu will appear. Two options
  have been
• added to this menu.
• Go to Borrowing Patron
• Go to Requesting Patron
• Choosing either Go to Patron menu item opens
• the relevant full patron record.
• Ex You are charging out an item and a Self Shelf
  Alert pops up. You
• may right click on the header of the Discharge
  screen and click on
• Borrowing Patron and the patron who incurred the
  Self Shelf count will
• appear.

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How to Prepare Now

• Things to do now to make System Administration
• profiling easier
• Become familiar with alerts that appear in the
  FYI column in the current version of Voyager.
• Read through the Release Notes and Manuals for
  previous versions of Voyager (3.0 5.0)
• Make a list of Alerts and map out ahead of time
  how you would like them to appear and what
  information you would like included in each
  Alert. Remember this must be done for each Policy
  and Location.
• Talk to your staff and get their input on which
  Alerts to choose and how they will be displayed.

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What To Do After The Upgrade Is Complete

• Go to System Administration and profile for your
• Alerts as soon as possible!
• Test out your settings for a couple weeks.
• Make any changes you see that will enhance your
  Circulation processing!
• Hang in there!!!!