Renew User Wizard PropertiesRenew User Wizard PropertiesYou can change certain system settings for the Renew User wizard using the Set Properties window. The Renew User wizard allows you to set the following properties.
Display Property Page
You can choose when to display the Renew User 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 wizard process.
Configure
Select or clear the following check boxes.
| • | Warning If User Delinquent – Displays a status alert window if the user’s status has a delinquency type of DELINQUENT, BLOCKED, or BARRED. |
| • | Extend User’s Library Privilege – Allows circulation staff to renew a patron’s privileges during the renewal process. |
| • | Review Items Before Renewing – If you select this property, an individual window for each item displays during renewal. In this window, you can click Renew This Item to renew each selected item, or click Do Not Renew to cancel the process. |
| • | Renew Reserve Desk Items – Allows you to renew items on reserve. When renewing a reserve item, you can click the reserve desk name button to display reserve information. |
| • | Override All Failed Items – Allows you to renew items even if there are overrides for the items. If you set this property, the first time that a renewal is rejected in the current wizard, an override message will appear and you will be prompted for a special due date with a date gadget. If you choose to override, all rejected renewals will be automatically overridden with the special due date applied to all those transactions. The override applies to both item and user rejections. To view all of the transactions with the special due date, you can sort by due date to see them display together under Current User Checkouts. |
| • | Display User Alerts – Displays a dialog box when a user’s privilege is set to expire. |
| • | Display Circulation Note – Displays any circulation notes in the item record when the library staff starts to renew an item. |
| • | 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 the Checkout wizard and in the e-Library’s My Account page. If the item has unlimited renewals, the remaining renewals will display as UNLIMITED. |
Charge Printing
Select one of the following receipt printing options.
| • | 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 (Receipt Printing Properties) to specify the receipt header, receipt fields, and receipt footer. You also have the option to either print a separate date due slip for each item or print a list of the patron’s current checkouts. Click the Print date due slips to provide information for your printing 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
You can set the following defaults to customize your use of the wizard.
Renew All/Selected Checkouts Default
Under Renew All/Selected Checkouts Default, select or clear the Select All check box to determine the default setting of the Select All check box in the Renew User wizard. The Select All check box in the Renew User wizard can be used to select all eligible charged items for renewal. By default, the Select All property check box is cleared.
Renew All/Selected Seen Items Default
Under Renew All/Selected Seen Items Default, select the Select All Seen check box to determine the default setting of the Select All Seen check box in the Renew User wizard. The Select All Seen check box in the Renew User wizard can be used to select all eligible charged items for a “seen” renewal. (A “seen” renewal means the item is physically present at the time of renewal.) By default, the Select All Seen property check box is selected.
Automatic payment defaults
The Automatic payment defaults are used when the system is configured to automatically pay fines and bills with funds from the user’s credit account. When a bill is created during renewal 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.
| • | 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 it was paid with funds from the Credit Account (CREDITACCT). |
| • | Credit Reason – Specifies the credit reason to be used when a fine or bill is automatically paid at renewal 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. |
List items for renewal default
Under List items for renewal default, select the List Items Currently Due On or Before check box to list only items due on or before the specified date when listing items eligible for renewal. Use the Calendar gadget to select a date. Today and Never are also valid values. If this field is blank, then all of a user’s charges will be listed for renewal.
Helpers
On the Helpers tab, you can select the helpers you want to display in the Renew User wizard. Click a specific Helper button to display the Helper properties that you can set.
| • | User Search Helper |
| • | Display User Helper |
| • | User Lost Card Helper |
| • | Pay Bills Helper |
| • | Special Due Date Helper |
| • | Limit List by Due Date Helper |
| • | Renew Privilege Helper |
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