Checkout Bookings Wizard Properties

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Checkout Bookings Wizard Properties

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

Display Property Page

You can choose when to display the Checkout Bookings 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, you can set up your system to allow these variations in the Checkout Bookings wizard process.

Configure

Select or clear the following check boxes.

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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 checkout. If the check box is cleared, the Current button will appear. By default, this check box is selected.

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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 the user to select the most recently viewed or modified item for the checkout. If the check box is cleared, the Current button will appear. By default, this check box is selected.

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

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

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Extend User’s Library Privilege – Allows circulation staff to renew a patron’s expired privileges during checkout. 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 bookings.

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.

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Select Alternate Circulation Rule – If the Checkout reserve desk items property is enabled, this property is available. When checking out an item on reserve, you can 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. Once you select an alternate circulation rule, the Alt Circ Rule helper displays in the Helper bar in the Checkout window. You can select the Alt Circ Rule helper to change the alternate circulation rule and its use for reserved items.

Selecting the Alternate Circ Rule property displays the Select Alternate Circulation Rule window. In the Alternate Circulation Rule field, select a circulation rule (for example, 3DAY). You can select one of the following settings for using the specified alternate circulation rule.

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From Now On – Uses the specified circulation rule for reserved items for the duration of the checkout session.

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For This Checkout Only – Uses the circulation rule for only the current reserved item you are checking out.

After returning to the checkout process, scan or type the item’s barcode in the Item ID field.

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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.

User Alerts Display

Select or clear the following check boxes.

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Display Alert for Delinquent User – Displays a message during checkout 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.

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Display User Alerts – Displays a message during checkout 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.

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

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Display Alert for Previous Loan – Displays a message during checkout 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.

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

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Play Sound for User Blocked Alert – Plays a sound during checkout 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.

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Play Sound for Item Hold Block Alert – Plays a sound during checkout 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 Sounds property. In the Select File dialog box, type or select the sound file (.wav file) you want to play when the alert occurs.

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

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

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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.

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None – Does not print receipts during checkout.

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Print Date Due Slips – Prints a date due slip during checkout. Click the Print Date Due Slips button (Receipt Printing Properties) to select the options you want. You can also specify the receipt header, receipt fields, and receipt footer.

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

You must define receipt printer availability options on the Preference menu. The receipt printer must be your Windows default printer to use the Wizard slip printing function.

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.

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 checkout 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.

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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.

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Credit Reason – Select the default Credit Reason. This Credit Reason will be used when a fine/bill is automatically paid at checkout. A Credit Reason describes why the credit was issued.

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Identify Booking Search Preferences – Select a booking–related option from the drop–down list

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Item ID

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Job ID

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User ID

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Booking Lookup Preferences –

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Pickup library – Select a pickup library from the drop-down list to limit your search results to include only bookings with the selected pickup library.

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Start date – Use the calendar gadget to select a start date when performing a search to limit your search results to include only bookings with the selected start date.

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End date – Use the calendar gadget to select an end date when performing a search to limit your search results to include only bookings with the selected end date.

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Checkout All or Selected Bookings – Allows you to check out all items booked to a single user without having to scan in or select each item. Please note that this option will only be available when bookings have been retrieved by user information.

Helpers

On the Helpers tab, you can select the helpers you want to display in the Checkout wizard. If available, click the Helper buttons to display the Helper properties that you can set. The following helpers are available for the Checkout Bookings wizard.

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User Search Helper

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Display User Helper

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Renew Privilege Helper

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Pay Bills Helper

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Item Search Helper

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Checkout Wizard

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Create Bookings Helper

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