Question

How are Circulation System Administration values used during a checkout or renewal at a circulation terminal?

Answer

• Circulation staff logs in at a circulation terminal
  • Sysadmin looks up the userid.
  • Sysadmin links to the circulation profile for that person.
  • Sysadmin determines the circulation happening locations in the security profile.
  • If more than one happening locations exist in the security profile, a selection screen appears in the circulation module.
  • Once one happening location is chosen, the circulation module is opened.
  • The happening location chosen at login determines the Sysadmin circulation policy group, which in turn determines the circulation calendar, notice intervals and patron blocks checked.

• A patron's barcode is scanned
  • The patron’s limits (items charged, overdues, lost items, etc) are checked against the Sysadmin circulation policy group patron blocks.
  • The patron’s expiration date is checked.
  • If a patron block screen appears, it would need to be cleared.

• Charge/Renew
  • Scan the item barcode.
  • The item is checked for item blocks (lost item, already charged, etc) that come from the status of the item.
  • The item location (or temporary location if it exists) is checked against the Sysadmin circulation policy groups.
  • The policy group of the item is determined.
  • The Sysadmin circulation matrix matching the item location is determined.
  •  If the item and the patron are both OK for the charge, the item type (or temporary type if it exists) and the patron’s group are used to look up the potential loan period.
  • The potential loan period is computed and checked for the earliest of the following:
    • Computed loan period
    • Patron expiration date
    • Fixed due date (if it exists)
    • Minimum loan period for recalled items (if it exists)
    • Calendar expiration date
  • Charge goes through.
  • Patron counters are incremented.
  • Due date slip prints if applicable.

• The next item charged will repeat the above second and third sections (the system rechecks patron blocks for every charge).

• Article last edited: 17-Jun-2020