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Circulation

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Circulation Preferences

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User Interaction

SITE-A

Behavior

You can prevent unexpected check ins while in check out mode and ignore payment prompts when nobody is there to pay.

  • Check Out. Customize the behavior of the Check Out mode. This can be useful when your site uses separate Workstations—some that only allow bookdrop and others that only allow check out—although the Self-Service module is better for that. You have three options:
    • Allow check in during check out. The default selection; this option 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. If selected, 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. If selected, 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 bookdrops aren't allowed during checkout.
  • Hide overdue payment windows in Bookdrop mode. Normally when you are in Bookdrop (B) mode and return an overdue book, you'll get the chance to handle the fine in a payment window. Turn on this option to prevent that window from showing, and process the fines automatically—this is useful when patrons aren't present when you process bookdrops.
Alerts

Turn these on to be alerted to specific situations while working in Circulation.

  • Alert for Copies from Different Sites. Set this dropdown to get special alerts when working with copies that don't belong to the site you are working at. (Centralized catalogs only.)
    • Never
    • During Check In and Inventory
    • During Check In, Renewal, and Inventory
    • Always
  • Show patron alerts on overdue items. When checked, an alert message and sound will occur when a patron with overdue items is made current.
  • Show patron alerts on in-stock holds. When checked, an alert message and sound will occur when a patron with available in-stock holds is made current.
  • Show patron alerts for upcoming reservations. When checked, an alert message and sound will occur when a patron with upcoming reservations is made current.

If you would like an alarm sound to occur when a patron with charges (i.e. fines) is made current, configure your Patron > Check Out > Alert When Charges Exceed for each patron policy.

Display

Do you use reading programs and copy conditions? This information shows in the Current Item and Current Patron panes.

  • Display patron Lexile. This is part of the Expanded Lexile Services add-on. When checked, a patron's Lexile measurement is displayed—if provided in the patron Lexile tab. Read Patron Lexiles for more information.
  • Display patron Reading Level. When checked, a patron's reading level is displayed (if provided in the patron Personal Info tab). These levels are added in Patrons Management > Programs tab. If you have privacy issues concerning a patron's reading level information being displayed on the Circulation window, leave this box unchecked.
  • Display Item Reading Level. When checked, the copy’s reading level will be displayed, if available. The level used will be determined by your library's reading system.
  • Display Copy Condition. When checked, the copy’s condition is displayed. Condition codes are created and maintained in Preferences > Codes > Condition Codes, and can be added to individual copies in Items Management.
  • Display Textbook checkouts/charges in Patron Details. When checked, information on checkouts and charges from the Textbook Tracker add-on will show on the Patron Details window in Circulation.
    • Preferred Study Program. This dropdown contains a list of Reading Study Programs your library uses. Choose what program you want to display on the Circulation screen. (Researcher programs are set in Builder.)


Circulation Window
  • Display Patron Lexile. This is part of the Expanded Lexile Services add-on. When checked, a patron's lexile measurement is displayed (if provided in the patron Lexile tab) in the Current Patron section of the Circulation window, Alexandria Researcher, etcetera.
  • Display Patron Reading Level. When checked, a patron's reading level is displayed (if provided in the patron Personal Info tab) in the Current Patron section of the Circulation window, Alexandria Researcher, etcetera; for more information, please review the Reading Level field in the Personal Info tab of the Patrons Management window. If you have privacy issues concerning a patron's reading level information being displayed on the Circulation window, leave this box unchecked.
  • 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 Item Reading Level. When checked, the copy’s reading level will be displayed, if available. The level used will be determined by your Library's reading system.
  • Display Textbook checkouts/charges in Patron Details. When checked, information on checkouts and charges from the Textbook Tracker Add-on will show on the Patron Details dialog in Circulation.
  • Preferred Study Program. This drop down contains a list of Reading Study Programs your library currently uses.
Check Out Options

These settings are sometimes useful when your site has need of separate Workstations—some that only allow bookdrop and others that only allow check out. However, the Self-Service module serves these needs far better.

The Check Out Options dropdown menu allows you to change the default functionality and customize the behavior of the Check Out mode. You have three options:

  • Allow check in during check out. The default selection; this option 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. If selected, 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. If selected, 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

These preferences configure patron alerts for overdue items, in-stock holds, and upcoming reservations; if you would like an alarm sound to occur when a patron with charges (i.e. fines) is made current, make sure the Alert When Fines Exceed setting in your Patron Check Out Policies is properly configured.

  • Enable Patron Alerts on Overdue Items. When checked, an alert message and sound will occur when a patron with overdue items is made current.
  • Enable Patron Alerts on In-Stock Holds. When checked, an alert message and sound will occur when a patron with available in-stock holds is made current.
  • Enable Patron Alerts for Upcoming Reservations. When checked, an alert message and sound will occur when a patron with upcoming reservations is made current.
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