The Checkouts tab lists charge information associated with a specific user or item. Display Options allow you to customize the user’s checkout information display. (External users are used with the Accountability module.)
The checkouts are listed in a table format.
If you select a record or group of records and right-click, a circulation menu opens. From this menu, you can perform a variety of circulation tasks. See Right-click Menus.
Users
When displaying a user’s charges, the Checkouts tab contains the following information.
| • | Checkouts |
| • | Total amount of bills |
| • | Title |
| • | Item ID |
| • | Date Charged |
| • | Due Date |
| • | Recall Due Date |
| • | Status |
| • | Type |
Items
When displaying an item’s charges, the Checkouts tab contains the following information.
| • | User ID |
| • | Name |
| • | Status |
| • | Due Date |
Under Display, you can limit the item checkout display by selecting values for the following.
| • | Charge Ownership |
| • | Library |
| • | Checkouts Type |
If an individual checkout is selected from the list, the following glossary information displays.
| • | Charge Library |
| • | Date Charged |
| • | Recall Due Date |
| • | Recalled |
| • | Renewals |
| • | Renewed |
| • | Fine |
| • | Claims Returned |
| • | Circ Rule |
| • | Overdue |
| • | Recalls |
| • | Last Notice |
This displays the library where an item was checked out. Library field values are defined in the Library policies set up by your SirsiDynix Symphony System Administrator.
You can limit the item checkout display by the library where the item was checked out. Library field values are defined in the Library policies set up by your SirsiDynix Symphony System Administrator.
Displays number of items checked out to displayed user.
You can limit the display of checkouts on this tab by type. Select a type from the drop-down list, either Active, All, Claims, Inactive, Overdue, Recalls, or Renewal.
The Circ Rule field contains the policy name of the primary Circulation Rule policy. When reserves are charged, SirsiDynix Symphony refers to the standard circulation rule value which was defined when the reserve control record was created.
This field contains the number of times a user has claimed to have returned items. This field is automatically updated when an operator dates a user-s charge in the Claims Returned field.
This field displays the amount a user owes for the currently displayed item or total items.
This field uniquely identifies an item and is also called a barcode. The Item ID is typically the human readable number on the item’s barcode. The item ID can be up to 16 characters in length. When creating an item, a temporary or automatic item ID may be assigned by SirsiDynix Symphony which can be modified or replaced later. SirsiDynix Symphony can assign the automatic item ID by entering AUTO into the item ID or barcode field or selecting it from the drop-down list, if available.
When searching an item with alphabetic characters, you may type your search in either upper or lower case.
The Item ID on the Checkouts tab in a user record is a glossary that you may click to see circulation information about the item.
This field displays the date on which the item was most recently charged to the current user.
This field contains the date and time an item is due back in the library.
This field displays the final notification to a patron before drastic action is taken by the library. This is defined by your library policies.
You can limit the item checkout display to items that belong to a particular library, or all libraries. Library field values are defined in the Library policies set up by your SirsiDynix Symphony System Administrator.
This is a Yes/No field. Check to see if item is overdue.
This field displays a new due date that is caused by item being recalled. An example of this is filling a hold. The Recall Due Date is calculated based on the current date (date recalled). The Recall Grace Period is set in the Circulation Rule policy.
Date the item was recalled.
This field specifies the type of recall that has been placed or is to be placed on an item. The recall types are Allow Recall, No Recall, and Recall Now (RUSH). The recall type is set in the Place Hold wizard, and can be changed with the Modify User Holds wizard or the Modify Item Holds wizard.
| • | Allow Recall — Specifies that if the user who checked out the item has had it for at least as long as the recall loan period specifies, then the item can be recalled even if the item is not due yet. |
| • | No Recall — Specifies that the hold request user must wait until a copy of the requested item is returned. The item is not recalled. |
| • | Recall Now (RUSH) — Specifies that the due date for the user who currently has the item checked out is to be changed to the current date. This value is valid only for Copy level holds. |
When the Allow Recall or Recall Now (RUSH) recall type is selected, the Hold Recall report or Hold Recall Without Modifying Hold Level report must be run to actually recall the item.
Then, the Recall Notice on Charged Items report or Recall Title Hold Notices report must be run to create a recall notice. The recall notice informs the user that the item is needed at the library, and specifies the date by which the item must be returned.
Note: It is not possible to place a recall on a copy that is not checked out.
The number of times an item was renewed, including “seen” (renewals for which the item was presented at the library) and “unseen” renewals (renewals done by telephone, the e-Library, or a Selfcheck station).
This field contains the date an item was renewed.
This list contains the user’s circulation status, such as Barred, Blocked, Delinquent, or OK.
| • | BARRED users cannot check out items. A user cannot be automatically barred or unbarred by SirsiDynix Symphony. This status must be set or removed by a workstation operator with special privileges. |
| • | Users are BLOCKED when their unpaid bills and accruing fines reach a certain amount or they have a certain number of overdue items. A special operator is required to check out items to a blocked user. |
| • | Users become DELINQUENT when they have unpaid bills or overdue items. Delinquent users can still check out items and have all the other privileges of OK users, but SirsiDynix Symphony will warn operators that the user is delinquent. |
| • | OK users have full library privileges as defined in their User Profile policy. |
Note: In libraries configured to track user status by library group, this status reflects the user’s status in the bill maintenance library group of the library associated with the staff’s workstation library. For more information, see FAQs: Tracking User Status by Library Group.
Displays the total amount of money a particular patron owes the library.
The Title field contains an item’s main title, using initial capitalization. This field is cataloged using the 245 tag.
The primary purpose of the Item Type field is to identify the item’s circulation characteristics. Through the SirsiDynix Symphony policies, the library defines rules for the loan period and fines for each item type. Additionally, the Type field is used to denote special characteristics for the workstation user or for statistical analysis purposes. All item types are defined by the library in the SirsiDynix Symphony policies. Typical item types are BOOK, PERIODICAL, MAP, PROJECTOR, VCR, FILM, and FILMSTRIP. When qualifying a search by item type, the search or browse will only locate titles which have at least one copy with this Item Type policy.
User ID (or IDs if the item has recirculated) of the user who has checked out the item.
This field displays user’s name. The display of the user’s name is configurable. By default, the Name field displays Last Name Suffix, First Name Middle Title.
If the user’s Preferred Name is selected to display instead the the user’s first name, then the Name field displays Last Name, Suffix, Preferred Name Middle Title.
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