Checkout Wizard Properties

Circulation > Checkout Wizard > Checkout Wizard Properties

Checkout Wizard Properties

You can change certain system settings for the Checkout wizard using the Set Properties window. The Checkout wizard allows you to set the following properties.

Display Property Page

You can choose when to display the Checkout wizard’s Set Properties window by selecting one of the following options.

•

Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.

•

Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu.

Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.

Behavior

On the Behavior tab, you can set up your system to allow these variations in the Checkout wizard process.

Configure

Select or clear the following check boxes.

•

Hide Current User – Controls the display of the Current user record button. If the check box is selected, the Current button will not appear under Identify User to allow the user to select the most recently viewed or modified user record for the check out. If the check box is cleared, the Current button will appear. By default, this check box is selected.

•

Hide Current Item – Controls the display of the Current item record button. If the check box is selected, the Current button will not appear under Identify Item to allow you to select the most recently viewed or modified item for the check out. If the check box is cleared, the Current button will appear. By default, this check box is selected.

•

Extend User’s Library Privilege – Allows circulation staff to renew a patron’s expired privileges during check out. If the check box is not selected, the staff cannot extend the patron’s expired privileges, and the patron will be unable to check out items.

Note: If SirsiDynix Symphony is configured to charge a fee when the user’s privilege is extended, a bill is only created if the privilege is extended based on policy settings. If a special privilege date is set, a bill will not be assessed.

•

Pay Bills – Allows a patron to pay bills when checking out items from the user alerts window.

•

Proxy Checkout with Cancel Hold – Allows an item placed on hold by a patron to be checked out by this patron’s family member or friend. Checking out the item cancels the hold.

Note: Selecting the Proxy Checkout with Cancel Hold property in the Checkout wizard properties also causes the option to appear in the Mark Item Missing wizard.

•

Checkout Reserve Desk Items – Allows a staff member to check out Reserve Desk items. If the check box is cleared, and the staff member tries to check out an item on reserve, the “Item on reserve” message displays and check out stops.

•

Automatically Restart Checkout on Item ID Error – Allows the circulation staff to restart the check out process. For example, the operator forgets to select Checkout to New User, and scans a user ID in the Item ID field. The check out process automatically restarts by clearing the previous user from the screen, and accessing the user record for the user whose ID was scanned in the Item ID field.

•

Cache Item IDs – Allows you to scan multiple IDs with a wedge RFID scanner into the Item ID field. You can use the scroll bar to view all scanned IDs. These IDs will be cached in the Item ID field until you click the Checkout Item to User button. WorkFlows will then send each item ID to the server for check out. Overrides that display can be handled individually, and after an override is handled, WorkFlows will continue to send the remaining IDs. By default, the Cache Item IDs check box is cleared.

•

Display Circulation Note – If this property is selected, the item circulation note (if it exists) will display when item is used in a transaction in the wizard.

•

Display an Alert for the Next to Last Renewal — If this property is selected, an alert will display at renewal when the second to the last renewal is reached. This alert displays for “seen” and “unseen” renewals. A count of remaining renewals displays in the checkout glossary in this wizard and in the e-Library’s My Account page. If the item has unlimited renewals, the remaining renewals will display as UNLIMITED.

•

Automatic Renewal Option – Determines whether the wizard will suppress the “Item already charged to this user” message and automatically renew an item already checked out to the user, and if the renewal will be recorded as “seen” or “unseen.” Select one of the following options.

–

Automatically Renew Items Already Checked Out as Seen – Suppresses the “Item already charged to this user” message, renews the item automatically, and records the renewal as a “seen” renewal (that is, the item is physically present for the renewal).

–

Automatically Renew Items Already Checked Out as Unseen – Suppresses the “Item already charged to this user” message, renews the item automatically, and records the renewal as an “unseen” renewal (that is, the item is not physically present for the renewal). This option is useful if the library allows renewals by telephone.

–

Do Not Automatically Renew Items Already Checked Out – Displays the “Item already charged to this user” message so the user can decide whether to renew the item, and if so, whether the renewal is recorded as a “seen” or an “unseen” renewal. The item is not automatically renewed. This option is selected by default.

•

Checkout All Items Associated with a Set — If you click the Yes option, when a set ID or parent ID is scanned, then all items associated with the circulation set will be checked out. You will not be required to type or scan all item IDs for items within the set. If you click the Prompt option, the wizard will display a list of items associated with the set at check out. The list includes check boxes for you to select which set items to include in the check out.

User Alerts Display

Select or clear the following check boxes.

•

Display Alert for Delinquent User – Displays a message during check out that the user status has a DELINQUENT, BLOCKED, or BARRED delinquency type. If your site uses the User Groups feature and the user has inherited the delinquency status of other users in the group, then if a user in the same group has a DELINQUENT, BLOCKED, or BARRED delinquency type user status, an alert window will display if this property is selected.

•

Display User Alerts – Displays a message during check out with important information from the user record if the user has alerts, such as an available hold, claims returned items, privilege expiration, and so on.

•

Display User Blocks in a Separate Window – Displays user information in a separate window.

•

Display Alert for Previous Loan – Displays a message during check out if the user had previously checked out a copy of the title. This property is available only in libraries that use the charge history feature.

Sounds

Select or clear any of the following check boxes.

•

Play Sound for User Delinquent Alert – Plays a sound during check out when the delinquent user alert displays.

•

Play Sound for User Blocked Alert – Plays a sound during check out when the override for a user with a BLOCKED delinquency type user status displays.

If your site uses the User Groups feature and the user has inherited the delinquency status of other users in the group, then if a user in the same group has a Delinquent, Blocked, or Barred type user status, the sound will play.

•

Play Sound for Item Hold Block Alert – Plays a sound during check out when the Holds Block override displays.

To specify the sound file that will play for the alerts, click the Select File gadget for the corresponding Play Sound for property. In the Select File dialog box, type or select the sound file (.wav file) you want to play when the alert occurs.

•

For alerts for users with delinquencies, the default sound file is UBLOCK.WAV.

•

For alerts or overrides for users with a Blocked delinquency type user status, the default sound file is UBLOCK.WAV.

•

For an Item Hold Block alert or a Holds Block override, the default sound file is IHLDBLK.WAV.

Charge Printing

Select the receipt printing option you want.

•

None – Does not print receipts during check out.

•

Print Date Due Slips – Prints a date due slip during check out. Click the Print Date Due Slips button to select the options you want. You can also specify the receipt header, receipt fields, and receipt footer.

•

Print Charge Receipts – Prints a receipt for the checkout transaction. Click the Print Charge Receipts button to specify the receipt header, receipt fields, and receipt footer.

•

Print Accountability Receipts – Click this option to print receipts for accountable items. An accountability receipt prints for each charged item. This option displays only when the system is configured to use Accountability. Click the Print Accountability Receipts button to specify the receipt header, receipt fields, and receipt footer.

To use the wizard slip printing function, you must define receipt printer availability options by selecting the Preference menu, pointing to Peripherals, and selecting the Receipt Printer option.

If the Print Date Due Slips option is selected and the Print a Separate Date Due Slip for each item check box is not selected, only one date due slip prints for the patron’s entire checkout transaction.

Email Checkout Receipt

The following Email Checkout Receipt options are available.

•

Display Email All Checkouts receipt button – Click this option to display the Email All Checkouts button in the Checkout wizard interface. Click the Email All Checkouts button to send an email to the patron's email account (if there is one defined in the user record) containing information on all checkouts on the patron's account.

•

Display Email Current Checkouts receipt button – Click this option to display the Email Current Checkouts button in the Checkout wizard interface. Click the Email Current Checkouts button to send an email to the patron's email account (if there is one defined in the user record) containing information on all the checkouts you have made to the patron during the current Checkout wizard session.

•

Template – If you want to send email messages of checkout receipts, type the name associated with the email template files you want to use. For example, if the template files are named main.body and main.item, type main in this field. For information on modifying checkout email receipt template files, see the Configuring Checkout Receipt Email Template Files help topic.

•

Prompt for email address if missing – Select one of the following settings to determine the behavior of WorkFlows when a staff user clicks either the Email All Checkouts button or the Email Current Checkouts button and the patron does not have an email address in the user record:

–

Do not prompt for an email address – Click this option if you do not want WorkFlows to request an email address for the user record. When a staff user clicks the Email All Checkouts or Email Current Checkouts buttons, WorkFlows displays the following error:

Email not found.

–

Prompt for an email address – Click this option if you want WorkFlows to request an email address to use to send the email receipt. When a staff user clicks the Email All Checkouts or Email Current Checkouts buttons, WorkFlows displays an "Email not found." dialog, which displays the following message:

Please type a valid email address:

The dialog provides a text box in which the staff user can type an email address. When the staff user types an email address into the text box and clicks OK, the SirsiDynix Symphony server sends a checkout receipt to the email address the staff user provided.

Note: SirsiDynix Symphony does not add the email address you type in this field to the user record.

–

Prompt to open Modify User helper – Click this option if you want WorkFlows to request an email address for the user record. When a staff user clicks the Email All Checkouts or Email Current Checkouts buttons, WorkFlows displays the following message:

Email not found. Add an email address to the user record?

If the staff user clicks Yes, a Modify User helper opens, which the staff user can use to modify the patron's user record. If the staff user clicks No, WorkFlows returns to the Checkout wizard.

Accountability

The following options appear only if the system is configured to use Accountability.

•

Require Override for Permitted Charge – If the charge is permitted (the user’s security level and item security level match) an Accountable Item Override window will open. The accountability operator must type an override code in the Checkout Permitted Override box for the charge to continue. This option is selected by default.

•

Allow Permitted Charge without Override – If the charge is permitted (the user’s security level and item security level match), an Accountable Item Override window will open, but the Checkout Permitted Override prompt will not display. The accountability operator will acknowledge the accountability information, then click the Checkout Item next step button in this window.

•

Allow Permitted Charge without Acknowledgement – If the charge is permitted (the user’s security level and item security level match) the Accountable Item Override window will not open, and the Checkout Permitted Override prompt will not display. The accountability operator can continue with the normal check out work flow.

Defaults

The default Payment Type and Credit Reason are used when the system is configured to automatically pay fines with funds from the user’s credit account. When a bill is created during check out and is automatically paid by the credit account, the bill will be paid with the selected Payment Type. The credit transaction issued to pay the bill will be updated with the selected Credit Reason.

Select the following properties from the drop-down menus.

•

Payment Type – Select the Payment Type. The default Payment Type is used when a fine is automatically paid with funds from the credit account. The Payment Type describes what form of payment was used to pay the bill. For the Checkout wizard, only Payment Types of the CREDITACCT type are listed.

•

Credit Reason – Select the default Credit Reason. This Credit Reason will be used when a fine/bill is automatically paid at check out. A Credit Reason describes why the credit was issued. For the Checkout wizard, only Credit Reasons of the WITHDRAWAL type are listed. Examples of Credit Reasons are PAYMENT or AUTOPAY.

Helpers

On the Helpers tab, you can select the helpers you want to display in the Checkout wizard. You can also set an option for adding patron photos, if they are configured to appear for your library. If available, click the Helper buttons to display the Helper properties that you can set. The following options are available for the Checkout wizard.

Option	Description
User Search Helper	Used to identify a user. For more information, see User Search Helper.
Display User Helper	Used to display user information. For more information, see Display User Helper.
User Lost Card Helper	Used to replace a user's ID by identifying the user, and then entering a new user ID. For more information, see User Lost Card Helper.
Register New User Helper	Used to register a new user. For more information, see Register New User Helper.
Cash Management Helper	Used to make point of sale-style transactions. For more information, see Cash Management Wizard.
Pay Bills Helper	Used to accept bill payment. For more information, see Pay Bills Helper.
Add Brief Title Helper	Used when you need a circulate a book that has not been fully cataloged. For more information, see Add Brief Title Helper.
Item Search Helper	Used to display item information. For more information, see Item Search Helper.
Confirm Address Helper	Used to confirm or update a user's address. For more information, see Confirm Address Helper.
Change Item ID Helper	Used to replace a missing, damaged, or temporary barcode. For more information, see Change Item ID Helper.
Special Due Date Helper	Used to set a special due date and time for checkouts/renewals. For more information, see Special Due Date Helper.
Charge History Helper	Used to display charge history information for a patron. For more information, see Charge History Helper.
Alternate Circ Rule Helper	Used to select an alternate circulation rule if the reserves desk is already closed or about to close, and if the Reserve Desk policies allow a manually entered alternate circulation rule. For more information, see Alternate Circ Rule Helper.
Renew Privilege Helper	Used when the user’s privilege is set to expire within 30 days. For more information, see Renew Privilege Helper.
Print User Helper	Used to allow for additional printing capabilities in circulation when printing the user record. For more information, see Print User Helper.
Enable add photo	Lets users click on a photo placeholder to add a photo to the patron's user record using the Update User Photo Helper.
Start with Search Helper	Opens the User Search helper automatically as the first step in the Checkout wizard. By default, this check box is not selected.