Display User Wizard Properties

Circulation > Display User Wizard > Display User Wizard Properties

Display User Wizard Properties

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

Display Property Page

You can choose when to display the Display User 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 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 the appropriate check boxes to display corresponding tabs for the Addresses Tab, the Bookings Tab, the Extended Info Tab, the Show SMS Notice Contact Info Tab, the Reservations Tab, the Routings Tab, and the Usergroups Tab in the Display User wizard. For information on these fields, go to User Information Tabs.

Default Tab – This property lets you choose the first tab that displays when you open the Display User wizard. This is particularly useful if you access this wizard from a particular toolbar and want the corresponding tab to display first. For example, if you use the Display User wizard on the Booking toolbar, you can specify that the Booking tab is to display first.

Bills Tab

You can set properties to control what information displays in the Display User wizard’s Bills tab.

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Library – In this field, select All Libraries to display items checked out by the user at all of the libraries in your Circulation Library group or select an individual library from your circulation library group.

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Bills – In the bills list, select from the following options.

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All – Displays all bills associated with the user.

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None – Does not display any bills.

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Paid – Displays only paid bills associated with the user.

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Unpaid – Displays only unpaid bills associated with the user.

Note: If the Deletion of Items with Bills feature is enabled and an item associated with a bill has been deleted from the catalog, the item ID field and all other item-specific entries for that item will be blank.

Checkouts Tab

You can set properties to control what information displays in the Display User wizard’s Checkouts tab. Select either Checkout Library or Owning Library.

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Checkout Library – Displays checked out items for each library where the user checked out items.

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Owning Library – Displays checked out items for each library that owns the items.

After selecting either the Checkout or Owning library, make selections in the Library Field and the Type of Checkout field.

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Type of Checkout field – Select one of the following options to specify what charges display.

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Active – Displays only active charges. This list includes every item currently charged to the user, items the user claimed to have returned, overdue items, recalled items, and items the user renewed. This option is the default selection.

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All – Displays a complete list active and inactive charges for the user. This list includes every item currently charged to the user, items the user claimed to have returned, overdue items, recalled items, items the user renewed, and items the user reported as lost or are assumed to be lost.

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Claims – Displays only charges that the user claims to have returned.

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Inactive – Displays only inactive charges. Inactive charges include items that are assumed to be lost, and items that have been marked as lost. Lost items remained charged to the user as an inactive charge until the user pays the lost item bill, or until the item is found and returned.

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Overdue – Displays only overdue charges.

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Recalls – Displays only recalled charges.

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Renews – Displays only charges that have been renewed.

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None – Does not displays any charges.

Holds Tab

You can set properties to control what information displays in the Display User wizard’s Holds tab. Select one of the following:

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Display suspension dates – Displays the suspend hold status and the unsuspend hold status.

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Pickup library – Displays a user’s holds by the library specified for pickup.

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Placed at library – Displays a user’s holds by the library where the hold was placed.

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Owning library – Displays a user’s holds by the library that owns the items.

After you made one of the previous selections, make selections from the Library field and the Type of hold field.

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Library – From the Library list, select All Libraries to display holds for users at all libraries in your user display library group. Or, select an individual library from your user display library group.

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Type of Hold field – Select one of the following options to specify which holds you want to display.

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All – Displays all holds for the user.

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Available – Displays only holds available for the user.

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Recalled – Displays only the user’s holds that have a Recall status. For more information on the Recall Status field, see User Wizards Properties Fields.

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Reserve – Displays only the user’s holds on items placed on academic reserve.

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None – Does not display any holds.

Bookings Tab

The Bookings tab only displays if your system is configured with the Materials Booking module. You can set properties to control what information displays on the Display User’s Bookings tab.

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Library – Select All Libraries to display holds for users at all libraries in your user display library group. Or, select an individual library from your user display library group.

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Booking Start Date and Booking End Date – Setting these dates helps you filter the display of patron bookings to only show bookings that exist between the requested dates. This could be particularly helpful when displaying users who book many items.

Selectionlists Folder

The Selection lists Folder displays Selection list decision records that show user purchase decisions and selection lists owned by the user.

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Decisions – Make a selection from this field to limit the display of the user’s decisions. See Decisions Tab for more information.

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Selections – Make a selection from this list to select a status to limit the display of the selection lists the user owns. See Selections Tab for more information.

Orders Tabs

Orders tabs display only if your system is configured with the Acquisitions module. If you are using the Acquisitions module, you can set values for the Requests and Distributions fields. The Requests field controls what information displays in the Display User wizard’s Order Requests tab. The Distributions field controls what information displays in the Display User wizard’s Order Distributions tab.

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Requests – In the Requests list, select the option you want for the Requests field.

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All – Displays all of the user’s orders.

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Closed – Displays the user’s orders that have been closed.

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Open – Displays the user’s orders that are still open.

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None – Does not display any orders.

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Distributions – In the Distributions list, select the option you want for the Distributions field.

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All – Displays all orders to be delivered to the user.

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Delivered – Displays only the user’s orders that have been delivered.

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Undelivered – Displays only the user’s orders that have not been delivered.

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None – Does not display any of the user’s orders.

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Acquisitions – In the Acquisitions Library list, select the Acquisitions library you want. This list of libraries references the Library policy. If a value is not specified, the acquisitions library defaults to the user’s login library.

Outreach Tabs

The Outreach tab displays only if your system is configured with the Outreach Services module. If you are using the Outreach Services module, you can set values for the Interests, Histories, and Library fields. Select the Show Outreach Tab check box to display this tab in the User Display wizard.

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Interests – The Interest field controls what information displays in the Display User wizard’s Outreach Interests tab. Select one of the following options.

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All – Displays all of the user’s outreach interest profiles.

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Active – Displays only the user’s active interest profiles.

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Inactive – Displays only the user’s inactive interest profiles.

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None – Does not display any of the user’s interest profiles.

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Histories – The Histories field controls what information displays in the Display User wizard’s Outreach Histories tab. Select one of the following options.

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All – Displays all of the user’s history records.

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None – Does not display any of the user’s history records.

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Rejections – Displays only rejected history records.

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Selections – Displays only selected history records.

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Library – In the Library field, select one of the following options if your library is part of a multilibrary system. Select either All Libraries to display holds for users at all libraries in your user display library group, or select an individual library from your user display library group.

Suspension Tab

You can set properties to control what information displays in the Display User wizard’s Suspension tab.

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Type of Suspension – Select one of the following options.

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All – Displays both active and inactive suspension information.

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Active – Displays information only for active suspensions.

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None – Does not display any suspension information.

User Groups Tab

User Groups Tab – Select this check box to display the User Groups tab in the Display User wizard. For more information about this tab, see User Groups Tab.

Defaults

Select the following default property settings.

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Show bill note – Select this check box to allow the Note column to display for the bill information under the Bills tab.

Note: If this property is set to allow the Note column to display for the Bills tab, the Note column may also display in the bill information displayed in the CheckOut, Renew User, and User Lost Card wizards and the Display User Helper.

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Show bill tax – Select this check box to allow the Tax column to display for the bill information under the Bills tab.

Note: If this property is set to allow the Tax column to display for the Bills tab, the Tax column may also display in the bill information displayed in the CheckOut, Renew User, and User Lost Card wizards and the Display User helper.

The columns controlled by the Show bill note and Show bill tax properties will only show in the CheckOut and Renew User wizards if you have configured user transaction lists to display in the Display Of User Transaction Lists In Circulation Wizards Policy.

Helpers

On the Helpers tab, you can select the helpers you want to display with the Display User wizard. Click a specific Helper button to display the Helper properties that you can set.

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User Search Helper

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Modify User Helper

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Pay Bills Helper

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Display User Group Bills Helper

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Display User Group Charges Helper

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Display User Group Holds Helper

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Display Credit Account Transaction History Helper

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Print User Helper

Start with Search Helper – Select this check box to open the User Search helper automatically as the first step in the Display User wizard. By default, this check box is not selected.