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User Interaction

 Preferences > Circulation > User Interaction tab
(warning) SITE Preference

These preferences control the level of interaction operators have with the program and what additional content is displayed.

Circulation Window

Display Copy Condition

When checked, the copy’s condition is displayed in the Current Item pane of the Circulation window, Alexandria Researcher, etcetera; for more information, please review the copy Condition field in the Copy Info subtab of the Items Management window. Condition codes are created and maintained in the Condition Codes preferences window.

Display Librarian checkouts/charges in Patron Details

When checked, information on checkouts and charges from the Alexandria's Librarian will show on the Patron Details dialog in Circulation.

Check Out Options

This dropdown menu allows you to change the default functionality and customize the behavior of Check Out mode.

Allow check in during check out

Allows items belonging to the current patron to be bookdropped when the Circulation window is in Check Out mode.

Allow check in with confirmation during check out

The program will not allow an item (or items) belonging to the current patron to be bookdropped or renewed during Check Out mode without operator confirmation.

Don't allow check in during check out

The program will not allow items belonging to the current patron to be bookdropped or renewed when the Circulation window is in Check Out mode. For example, if you attempt to bookdrop an item that a patron currently has checked out, or you mistakenly scan the item barcode twice during the original transaction, you will be informed that boodrops aren't allowed during checkout.

Patron Alerts

Enable Patron Alerts on Overdue Items

When checked, an alert message and sound will occur when a patron with overdue items is made current.

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Circulation Rules

Preferences > Circulation > Circulation Rules tab
(warning) SITE Preference

Settings

Alert for Copies from Different Sites

  • Never (default)

  • During Check In and Inventory

  • During Check In, Renewal, and Inventory

  • Always

Overdue

Hide Overdue Payment Window in Bookdrop Mode

When checked, if the Circulation window is in Bookdrop (B) mode, a patron is automatically fined (without requiring operator interaction) when an overdue book is returned.


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Receipts

Preferences > Circulation > Receipts tab
(warning) SITE Preference

This is an optional feature of Textbook Tracker; you must be purchase and register a Slip Printer license in order for this preference to be available. If you're interested in licensing use of COMPanion's receipt printer component, contact your sales representative at (800) 347-6439 and ask about part V7001.

If you print receipts for patrons at your site, these preferences allow you to customize the information printed on your receipts; this information applies whether you print an 8½" x 11" receipt from local or network printer or a 3" receipt from COMPanion's Network Receipt Printer. The settings that configure when receipts are printed can be located in Browser Settings.

Receipt printing is best done with COMPanion's Network Receipt Printer; it provides a convenient and economical means of printing receipts for common circulation transactions such as fines, fees, payments, and refunds.

Need to set up your Network Receipt Printer from COMPanion? See the installation guide!

Receipt Settings

  • Hide Patron’s Barcode on Receipts. Obscures a patron’s barcode with asterisks (e.g. “ * ” ) for check in/out receipts.
  • Hide Patron’s Name on Receipts. When checked, receipts will print a patron’s initials instead of their full name.
  • Show Site Information on Receipts. When checked, your site's name, address and contact information is included on all receipt type.
  • Optional Text for Receipts. If you would like to, add text that will appear on receipts.
  • Add Logo for Receipt Printer. Add a logo that will appear on receipts. The slip printer uses thermal paper that can reproduce simple images clearly. For best results, please select a very basic bi-color image for display on receipts; a black and white image with a simple, line-oriented design is preferred. The logo must be an image format (e.g. JPEG, GIF, PNG, or BMP) supported by your browser and by the Network Receipt Printer. For optimal quality, the image should have a dimension no larger than 200 pixels wide by 250 pixels high and 72 ppi.

Browser Settings 

These preferences activate the COMPanion Network Receipt Printer, which provides a convenient and economical means of printing receipts for common circulation transactions such as fines, fees, payments, and refunds.

These settings are specific per browser and stored through cookies. If you clear your browser cache, do not clear cookies. Otherwise, these settings will also be cleared.

  • Use Alexandria Network Printer. Receipts will be formatted to fit this printer.
  • Printer IP Address. Specify the IP address of the receipt printer.
  • Always Print Receipts on Check Out. When checked, Textbook Tracker will automatically print a receipt for every item that is checked out. This receipt contains information similar to that which is displayed when you click on the current item’s Details button. When not checked, receipts can be printed manually using the “D” or “QP” command in the Circulation window at the end of a transaction.
  • Always Print Receipts on Check In. When checked, Textbook Tracker will automatically print a receipt for every item that is checked in. This receipt contains information similar to that which is displayed when you click on the current item’s Details button. When not checked, receipts can be printed manually using the “D” command in the Circulation window at the end of a transaction.
  • Always Print Receipts for Renewals. When checked, Textbook Tracker will automatically print a receipt for every item that is renewed. This receipt contains information similar to that which is displayed when you click on the current item’s Details button. When not checked, receipts can be printed manually using the “D” command in the Circulation window at the end of a transaction.
  • Number of Check Out Receipts to Print. This indicates the number of receipts that will be automatically printed on check out, check in, or renewal.
  • Default is Print for Payments and Refunds Receipts. When checked, Textbook Tracker will automatically print receipts for payments and refunds.
  • Number of Receipts for Monetary Transactions. This indicates the number of receipts that will be automatically printed for monetary transactions such as refunds and payments.
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Letters

 Preferences > Circulation > Letters tab
(warning) SITE Preference

These preferences are used to customize and manage the messages that appear in the patron notices sent from your library. Use the Letter Type section to select (highlight) the notice to edit. Each letter is limited to 1500 characters.

Settings

Circulation Letter

The message is also included in circulation letters dispatched during daily chores. The default text reads:

The following items require your attention. Please contact the library as soon as possible.

Recall

The default text reads:

The following item is required at the library. Please return it as quickly as possible.

Overdue Suspension Notice

This is dispatched when the Days Suspended per Overdue Day Policies preference has been triggered. The default text reads:

Your library privileges have been suspended because the following item has been overdue.

Patron Suspension Notice

The default text reads:

The library has suspended this account. Until the suspension is cleared, items cannot be checked out and holds and reservations cannot be placed. If you have any questions, please contact your library.

Email Signature

Usually, this is the name, address, and phone number of the school library or institution. It is also included on patron notifications dispatched during Alexandria's daily chores. The default is blank.

Circulation Notice

The default text reads:

The following items require your attention. Please contact the library as soon as possible.

Circulation Notice Email Subject

The default text reads:

Notice from your Library.

Refund Letter

The default text reads:

You have been issued a refund with the following information.

Damage Letter

The default text reads:

The following items have been damaged and appropriate fines charged.

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Circulation Settings

Preferences > Circulation > Circulation Settings tab
(warning) SYSTEM Preference


Miscellaneous

Enable Automatic Email Notifications

Check this box if you want confirmations and notices automatically emailed to patrons. Email templates can be edited in the Letters tab.

To guarantee that your email notifications are being sent, you must have a valid library email address (Sites Management), a valid patron email address (Patron Management), text in your Letters Preferences, and the Enable Automatic Email Notifications box checked.

Synchronize Third-Party Billing

Checking this box creates a SyncFolder inside the Alexandria Support folder. Every time a financial transaction event occurs in Alexandria or Textbook Tracker (e.g. declaring an item lost, charging a patron an overdue/damage charge or fee, applying a payment, issuing a refund, or removing/editing a charge), the event will be logged and written to a ToPOS text file located within the SyncFolder. This folder is accessible to compatible third-party billing systems, allowing them to import (and even export in return) text files containing these detailed transaction records.

The third-party billing feature is no longer available. But it will be replaced by a new mechanism in future releases.

Interlibrary Loans

Disable In Transit Features

Check this box to disable In Transit features, such as the circulation commands “CH”, “IT”, “NT”, “NTD”, and System Patron 9.  Then the only In-Transit related operation that can be performed is Bookdrop.

Average In Transit Period

Specify the average number of days that it takes for items to be delivered from one site to another.

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