| • | Checking out a sequence of item IDs by entering wildcard characters or by truncation (Can I charge a sequence of consecutive item IDs by entering wildcards or a truncated item ID? |
| • | Checking out to an unregistered user (How do I check out impermanent materials to an unregistered user?) |
| • | Checking out to a user who forgot a library card (How do I check out impermanent materials to a user who forgot his card?) |
| • | Checking out to a user whose card was lost or stolen (How do I check out impermanent materials to a user whose card was lost or stolen?) |
| • | Changing a user’s address (How do I change a user’s address?) |
| • | Checking out to a user with an expired library card (How do I check out impermanent materials to a user whose library privileges have expired?) |
| • | Checking out to a DELINQUENT user (How do I check out an impermanent item to a DELINQUENT user?) |
| • | Checking out to a BLOCKED user (How do I check out impermanent materials to a BLOCKED user?) |
| • | Checking out an impermanent item not in the catalog (How do I check out an impermanent item that has not been added to the catalog?) |
| • | Checking out an impermanent item with damaged or missing barcode (How do I check out an impermanent item that has a damaged or missing barcode? ) |
| • | Preventing use of a lost library card (How do I prevent a user from using a lost library card to check out an impermanent item?) |
Can I charge a sequence of consecutive item IDs by entering wildcards or a truncated item ID?
No. Using wildcards or truncated item IDs to charge a sequence of consecutive item IDs is not supported.
How do I check out impermanent materials to an unregistered user?
While using the Ephemeral Checkout Wizard, click the Register New User Helper to create a new user record, and continue the check out.
Because of the following circumstances, you may need to determine if a user already has a user record before registration.
| • | Library policy may require looking up a user by name or alternate ID before creating a new record. |
| • | When one family member registered, that family member may have registered other members of the family. |
How do I check out impermanent materials to a user who forgot his card?
You can use the User Search Helper to find the correct user record, and continue the check out from the Ephemeral Checkout wizard.
How do I check out impermanent materials to a user whose card was lost or stolen?
You can use the User Lost Card Helper to assign a new card to the user, and continue the check out. The User Lost Card helper is used to display the user record by name or partial name, user ID, alternate ID, or group ID. Additional user information, such as alternate ID or ZIP code, may display in a glossary link. As the user’s library card and record are updated with a new ID, SirsiDynix Symphony creates a new user record and changes the user profile of the old user record to LOSTCARD.
How do I change a user’s address?
If the user moves and wants to change the address listed in the user record, use the Confirm Address Helper, and continue the check out from the Ephemeral Checkout wizard.
How do I check out impermanent materials to a user whose library privileges have expired?
You can renew a user’s library privileges automatically during the check out process.
To renew a user’s library privileges during check out
| 1 | In the Special Circulation Functions group, click the Ephemeral Checkout wizard. |
If a user’s library privileges have expired, the Privilege has expired message displays.
| 2 | Do one of the following. |
| • | Click Extend Privilege to automatically renew the user’s privilege based on the user’s profile. |
| • | Under Extend User’s Library Privilege, click Special to set the privilege date. |
| 3 | Continue with the check out process. |
Important Considerations When Renewing Privileges
| • | You can renew a user’s expired library privileges during check out only if the Extend User’s Library Privilege check box is selected in the Ephemeral wizard properties. |
| • | 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. |
| • | If the user has a credit account and policies are configured to automatically pay privilege fees with money from the credit account, fees created when renewing a user’s privilege may be paid automatically with funds from the user’s credit account. For more information, see FAQs: Credit User Accounts. |
| • | You can also use the Renew Privilege wizard to renew a user’s library privileges. |
How do I check out an impermanent item to a DELINQUENT user?
If a user with a DELINQUENT status tries to check out an item, you can determine the reason for the status, take actions to change the user’s status (if desired), and then continue with the check out process.
To check out an impermanent item to a user with a DELINQUENT status
| 1 | In the Special Circulation Functions group, click the Ephemeral Checkout wizard. |
| 2 | In the User ID box, scan the user’s ID. If the user is DELINQUENT, a message may display with reasons for the delinquency such as overdue materials or unpaid bills. |
| 3 | Click Investigate to review information about the delinquent user, and then click OK. |
| 4 | If bills are causing the delinquency, click Pay Bills (if available) to make a payment for existing bills. |
| 5 | Click Checkout to User to continue with the check out process. |
How do I check out impermanent materials to a BLOCKED user?
If a user with a BLOCKED status tries to check out an item, you can determine the reason for the status, take actions to change the user’s status (if desired), and then continue with the check out process.
To check out an impermanent item to a user with a BLOCKED status
| 1 | In the Special Circulation Functions group, click the Ephemeral Checkout wizard. |
| 2 | In the User ID box, scan the user’s ID. If the user is BLOCKED, an alert window displays with reasons for the block such as overdue materials or unpaid bills beyond the threshold allowed by your library. |
| 3 | Click Investigate to display the blocked user’s record. |
| 4 | Click Pay Bills (if available) to make payments for existing bills. |
| 5 | Click Enter Override & Checkout to User, and then enter an override in the User Block Override field. |
| 6 | Continue with the check out process. |
How do I check out an impermanent item that has not been added to the catalog?
If the item presented for check out does not have a barcode label, or the Item Not Found in Catalog message displays when an item barcode is entered, the item should be added to the catalog, you can use the Add Brief Title Helper available in the Ephemeral Checkout wizard.
How do I check out an impermanent item that has a damaged or missing barcode?
If the item presented for check out has an unreadable barcode or a missing barcode label, use the Change Item ID Helper to replace the barcode, and continue the check out.
How do I prevent a user from using a lost library card to check out an impermanent item?
If a user loses a library card and reports the loss to the library, the library staff should use the User Lost Card wizard or the User Lost Card helper to deactivate the lost card’s user ID and assign a User Profile of LOSTCARD. Then, no one will be able to use the lost card, neither the original owner nor someone who might happen to find it.
This procedure is valid only if your library has defined the Circulation Map policies so that users with a profile of LOSTCARD are not permitted to circulate any Item Type.
Related topics
Ephemeral Checkout Wizard Properties
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