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Circulation Preferences


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Receipts

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 check outs, placed holds, fines, fees, payments, and refunds.


This is an optional feature of Alexandria; 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.

Receipt Content

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  • Show patron barcode. If you uncheck this, check in/out receipts will show asterisks (e.g. “ **** ” ) instead of the patron’s barcode.

  • Show patron phone number on hold receipts. Check this option to show the patron's phone number on printed in-stock hold slips. You can print these slips using the dialog box that appears when a currently checked out item with an in-stock hold is bookdropped or by using the Holds subtab in the Circulation window. The item with the in-stock hold can then be set aside—slip attached—and the requesting patron contacted (via telephone) at your leisure.
  • Show site information. 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.


Print Settings 

These preferences activate the COMPanion Network Receipt Printer, which provide convenient and economical means of printing receipts for common circulation transactions such as check outs, placed holds, 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.


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Printer

When setting up this printer, see our Network Printer Installation Guide

  • Use Alexandria Network Printer. Receipts for Check Outs, Check Ins, In-Stock Holds, etc., will be formatted to fit this receipt printer.
  • Printer IP Address. Specify the IP address of the receipt printer.
Receipts

Choose to always print receipts for the following types of receipts. For some receipts, you can also specify the number of receipts that will print (e.g. some people like 2 copies of in-stock hold receipts, one to put inside the book, and one for other processing). 

When you don't print receipts automatically, you can still print the receipts manually using the “D” or “QP” command in the Circulation window at the end of a transaction.

  • Check out. Prints when an item is checked out. This is for each individual item; to print a summary receipt, use the “D” or “QP” commands.
  • Check in. Prints when an item is bookdropped. 
  • Renewals. Prints when an item is renewed.
  • In-stock holds. Prints when an item is bookdropped and becomes an in-stock hold. Usually this is put with the item that goes in the in-stock hold area of your library. You can also print these from the Holds tab.
  • Monetary transactions. Prints for monetary transactions such as refunds and payments. You can also print these from the Charges > Payments subtab.


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 Patron Phone Number on Hold Slips. When checked, a patron's phone number will be included on printed stock hold slips. You can print these slips using the dialog box that appears when a currently checked out item with an in-stock hold is bookdropped or by using the Holds subtab in the Circulation window. The item with the in-stock hold can then be set aside—slip attached—and the requesting patron contacted (via telephone) at your leisure.
  • 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 provide convenient and economical means of printing receipts for common circulation transactions such as check outs, placed holds, 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 for Check Outs, Check Ins, In-Stock Holds, etc., will be formatted to fit this receipt printer.
  • Printer IP Address. Specify the IP address of the receipt printer.
  • Always Print Receipts on Check Out. When checked, Alexandria 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, Alexandria 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, Alexandria 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 In-Stock Hold Receipts. When checked, Alexandria will automatically print a receipt when an item becomes an in-stock hold.
  • Number of In-Stock Hold Receipts to Print. This indicates the number of in-stock hold receipts that are automatically printed when an in-stock hold request is made.
  • Default is Print for Payments and Refunds Receipts. When checked, Alexandria 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.

User Interaction

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

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.

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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