Discharge/Checkin Wizard Properties
You can change certain system settings for the Discharge/Checkin wizard using the Set Properties window. The Discharge/Checkin wizard allows you to set the following properties.
Display Property Page
You can choose when to display the Discharge/Checkin wizard’s Set Properties window by selecting one of the following options.
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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. |
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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, select or clear any of the check boxes to control how the wizard operates.
Configure
The Configure properties determine how the wizard operates in certain circumstances.
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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 in. If the check box is cleared, the Current button will appear. By default, this check box is selected. |
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Display User Information – Controls the display of user information during the item check in. If the Configure Display of User Status Header attribute in the Global Configuration Wizard is set to Display User Status Header in Circulation Wizards, selecting the Display User Information check box will show information from the user record under User Information. Also, if this property is selected, user information will display in the Bookdrop wizard. By default, the check box is cleared. |
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Pay Bills – If this property is selected, when a bill is created on discharge, the Pay Bills screen opens so you can take care of the patron’s outstanding bills. |
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Display Instructions – Displays a message with instructions for items that are to be routed for special reshelving, for example— Holds shelf, Reserve Desk, and so on. |
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Warning If User Delinquent – Displays a status alert window if the user’s status has a delinquency type of DELINQUENT, BLOCKED, or BARRED. |
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Display Hold Instructions – Displays a message with instructions for items are to be routed to the Holds shelf for an available hold at the discharging library, or for items that are to be put in transit to fill a hold at another library. By default, this check box is cleared. |
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Display “Item Not Checked Out” Error in a Separate Window – Displays the Item not charged message in a separate window when the operator checks in an item that is currently not checked out. If the check box is cleared, the item is added to the list of discharges, and the “Item Not Checked Out” message displays in the Message column for the item. |
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Display In Transit Instructions – Displays a message with instructions for items that are to be put into transit for shelving at another library. By default, this check box is cleared. |
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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. |
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Check for Claims Returned Items – If this property is selected, when discharging an item, the program displays an alert if a user has claimed to have returned the item. The name of the user who made the claim and the date of the claim appear on the alert. You can continue discharging and have the option of opening the user record to edit it (when Allow Modify User Prompt is selected), or canceling the discharge. When Check for Claims Returned Items is selected, Claims Returned Alert: Allow Modify User Prompt and Play Sound for Claims Returned Alert become active and can be selected. |
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Claims Returned Alert: Allow Modify User Prompt – Adds the option to edit the user record to the Claims Returned alert. When selected, the program opens the Discharging: Modify User wizard after completely discharging the item. |
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Display Bill Warning for Every Item – If this property is selected, when discharging multiple overdue items for the same user, SirsiDynix Symphony will display a warning message prompting the payment of a fine for each item. |
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Accumulate Fines – Select one of the following settings depending on whether you want to accumulate fines for each patron during the discharge session. The property does not control whether or not fines are created at discharge/check in, but rather controls if the created fines are grouped together by patron and totaled at the end of the session for easy payment. |
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Yes – Wizard always accumulates or groups together fines for each patron. The Select All button will display above the list of discharged items and be selected by default when this option is selected. |
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No – Fines will not be grouped together and totaled for each patron at check in. |
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Prompt – Asks if you want to accumulate fines,Yes/No. |
When the Accumulate Fines property is set to Yes, the user column displays in the List of Discharges on the Discharge wizard. The user column contains the User ID. You can click the User ID to display a user glossary.
When the Accumulate Fines property is set to Yes and the Pay Bill helper is accessed after items have been checked in, the bills/fines created during the check in session will display for each patron. All fines created during the session can be paid, or an individual fine can be paid. If fines are paid from the Total Amount owed field, the Change field will display next to the amount owed. If a fine/bill is paid from the inside the list, the change will not display.
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Discharge All Items Associated with a Set — This property only displays if the system is configured for Circulation Sets. Select one of the following settings depending on whether or not you want to discharge all items in a circulation set with one discharge action or discharge each item separately. Items checked in as a set or part of a set will transit to the circulation set’s owning library defined in the circulation set control record, and each item associated with the set and checked in will display in the checkin list. |
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Yes — The wizard will discharge all items in the circulation set with one discharge action. |
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No — The wizard will individually discharge each item. |
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Prompt — The wizard will display the list of items checked out as part of the set, and you can select which items should be checked in. |
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Display User ID in List – If the Global Configuration policy Configure Display of User Transaction Lists in enabled and the property Accumulate Fines is disabled, the Display User ID in List property is available. If this check box is selected, the User ID displays in the Discharge/Checkin list as a glossary. When the glossary is selected, a list of the user’s current checkouts displays. If the Configure Display of User Transactions Lists is disabled, this property does not appear. If the Accumulate Fines property is set to Yes or Prompt, and the Configure Display of User Transactions Lists is enabled, this property appears but is not available. If the Accumulate Fines property is set to Prompt and the Display User ID property is selected, the User ID field does not display the full list of checkouts if the operator selects to accumulate fines during check in. |
Sounds
You can set options for playing a sound alert for various circulation functions. Select or clear any of the following check boxes.
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Play Sound for Hold Available Alert – Plays a sound during check in when the Hold Available alert displays. |
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Play Sound for Transit Alert – Plays a sound during check in when the Route to [Library] alert displays. |
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Play Sound for Claims Returned Alert – Plays a sound during discharging when the Claims Returned alert displays. |
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Play Sound for User Delinquent Alert – Plays a sound during check in when the alert for a user with a DELINQUENT delinquency type user status displays. |
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Play Sound for Item Not Charged Alert – Plays a sound during check in when the Item is Not Charged alert displays. |
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Play Sound for Item Not in Catalog – Plays a sound during check in when the Item Not in Catalog alert 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 you want to play when the alert occurs. Sound files have a .wav extension. The default sound file for alerts is DISROUT.WAV.
Configure Properties
You can select the following check boxes to allow the following print settings.
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Print Available Hold Slips – Prints slips for items that are now available to satisfy a hold. |
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Print Transit Slips – Prints slips listing the library to which the item is to be sent. |
Note: This check box displays only for multilibrary systems.
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Print transit slip if transit to is outside selected group – Prints a transit slip only when the item being put in transit is outside the group selected in the drop-down list. |
Note: This check box displays only for multilibrary systems. When you select this option, the Print Transit Slips option also becomes selected.
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Print Reshelving Slips – Prints slips listing the location where the item is to be reshelved. |
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Print Hold Wrapper Slips – Prints slips with user, hold, and/or item information for items to be placed on a self-service holds shelf. |
For more information on configuring available hold slips, transit slips, and reshelving slips, go to Receipt Printing Properties. For information on configuring hold wrappers, see Receipt Printing Properties for Hold Wrapper Slips.
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.
Defaults
On the Defaults tab, select values for the following fields. Values are determined by your policies.
Automatic Payment Defaults
The automatic payment defaults 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 discharge and is automatically paid by 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.
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Payment Type – Specifies the default payment type to be used when a fine or bill is automatically paid. The default Payment Type should reflect that the bill was paid with funds from the Credit Account (CREDITACCT). |
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Credit Reason – Specifies the credit reason to be used when a fine or bill is automatically paid at discharge from a credit account. A credit reason describes why the credit was issued. The list of available credit reasons is defined in the Credit Reason policies, and only withdrawal credit reasons display for this wizard. An example of a withdrawal credit reason is AUTOPAY. |
Automatic Refund Defaults
The following fields specify defaults to be used when generating automatic refunds.
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Payment Type – Specifies the payment type to be used when a bill is automatically refunded and a credit is added to the user’s credit account. The default payment type for automatic refunds is NONE, which means no payment type is specified when a refund is automatically added to the user’s credit account. |
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Credit Reason – Specifies the default credit reason to be used when a bill is automatically refunded at the discharge of a lost item that was already paid for by a user. A credit reason describes why the credit was issued to the user’s credit account. The list of available credit reasons is defined in the Credit Reason policies. The default credit reason for automatic refunds is AUTOREFUND. |
Deduct Overdue from Refund Defaults
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The following field specifies the default to use when deducting overdue fines when generating automatic refunds. |
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Payment Type — This property specifies the payment type to be used when a bill is automatically refunded, overdue fines are deducted, and the remaining amount is added to the user’s credit account. The default payment type is AUTOREFUND. |
Helpers
On the Helpers tab, you can select the helpers you want to use in the Discharge/Checkin wizard. Click a specific Helper button to display the Helper properties that you can set.
The Print User helper is only available in the Discharge/Checkin wizard if Display User Information on the Behavior tab is selected.
Related topics
Overview
Discharge/Checkin Wizard
FAQs: Credit User Accounts
Preference Menu
Understanding Properties
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