circulation version 16 changes april 2004 moshe shechter

Circulation

Version 16 changes April 2004

Moshe Shechter

v.16 Circulation2

• A color picture can be added to a patron record.

• Many formats are supported:JPG, JPEG, GIF, BMP, JIF, RLE and DIB.

• Picture files are centrally stored in USR00/bor_pics.

Patron Picture

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Permissions for Z308• Permission control for viewing Z308 IDs and for updating Z308 IDs

• Z308 records are accessible/updatable for patrons with Z305 Local Patron record.

• When in shared patron environment, Z308 records are accessible/updateable only for staff that handles the patron’s administrative permissions.

v.16 Circulation4

Permission to View/Update Z308 IDs (1)

USER-IDS-PERMISSION - 01234Default : 0

0 = No Check - Can view/update patron IDs

1 = Can view/update patron IDs only if the patron has any Z305 records.

2 = Can view/update patron IDs only if the patron has Z305 records other than ALEPH.

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3 = Can view/update patron IDs only if connected to a library that includes the patron's home library.

If set to 3, Z303-HOME-LIBRARY is a mandatory field when creating a new patron.

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4 = Can view/update patron IDs only if connected to a library that includes one of the sublibraries in the patron's list of locally privileged libraries.

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Permission to Update Z304 Addresses (1)

USER-ADDR-PERMISSION - 0123Default : 0

0 = No Check - Can update patron addresses

1 = Can update patron addresses only if has any Z305 records.

2 = Can update patron addresses only if has Z305 records other than ALEPH.

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3 = Can update Addresses only if connected to a library that includes the patron's

home library.If set to 3, Z303-HOME-LIBRARY is a mandatory field when creating a new patron.


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Permission to Update Z303 Global InfoUSER-PERMISSION - 03Default : 0

0 = No Check - Can update patron addresses

3 = Can update Addresses only if connected

to a library that includes the patron's home library

If set to 3, Z303-HOME-LIBRARY is a mandatory field when creating a new patron.

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Permission to Update Z303 Global Info

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Overdue Fines (1)

New overdue fine methods:

• Fine method F"Total days by intervals"

Method F in tab16, col. 14 uses the intervals set up in the new table tab_late_return to calculate fines. The sums set up in this table are treated as an actual amount and not as a ratio per day.

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Overdue Fines (2)

New overdue fine methods:

• Fine Method R "First day fixed, then open days"

Method R in tab16, col. 14 levies a fine of 2 for the first day and then continues to calculate according to fine method 2 for all further days. No other fine on the first day. Calculation starts on the second day.

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Overdue Fines (3)

Minimum fine and fixed addition to fine:

• A fine threshold, under which the fine will be treated as a zero fine

• Addition of a fixed amount to any calculated fine

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! 1 1 1

! 1 2 3 4 5 6 7 8 9 10 11 12 13 4 5 16 7 18 19

20 21 22 23 24 25

!!!!!-!!-!!-!!-!-!!!!!!!!-!!-!-!!!!-!!!!-!!!!!-!!!-!!!-!-!-!!!!!!!!-!-!!!!-!!!-!

!!-!!-!!!!-!!!!!!!!!!-!!!!!!!!!!-!!!!!!!!!!

USM50 99 ## ## + 00000000 00 + 0000 0000 00000 020 020

16A ## ## 21 + 00000007 00 A 2000 0000 00100 099 005 R

09 D003 2.5 1.0

Overdue Fines (4)

Fine Method R

Minimum Fine Fixed Fine Addition

tab16:

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Alternative Circulation Blocking

• Different set of blocks than in regular circulation activity

• Define new custom table in tab_check_circ as an alternative to tab_block_circ

• Table is locally defined, including table name and setup

• Can be used for a lower threshold for renewal through the X Server

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Alternative Circulation Blocking

RENEW-GBL check_circ_1_a

!RENEW-GBL check_circ_9_a

X-GBL check_circ_10_a tab_block_circ_x_server

!RR-LOAN check_circ_2_d

tab_check_circ:

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Advance Booking from GUI

Advance booking is possible from the Circulation GUI.

A hold request on an item with advance booking status automatically opens an advance booking schedule.

The number of days visible in this advance booking schedule is set by the variable pc_item_schedule defined in pc_server_defaults.

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Bibliographic Request (1)

• Bib request instead of item request

• The hold is placed on a bibliographic record

• All items are considered

• The first available item according to preference is chosen

• New tables: tab37_campus_filter tab37_campus_preferred

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Bibliographic Request (2)tab37_campus_filter

! 1 2 3 4 5 6 7

!!!!!-!!-!!-!!-!!-!-!

##### ## ## ## ## Y N

UARCV ## ## ## ## Y N

UELEC ## ## ## ## Y N

ULAW ## ## ## 03 N N

ULAW ## ## ## 02 N N

UGDOC ## ## ## ## N N

##### ## ## 11 16 Y N

##### ## ## ## ## Y Y

Excludes certain hold requests from consideration by the request router according to the setup.

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Bibliographic Request (3)tab37_campus_preferred

Determines the order of preference for supplying sublibraries for requested items.

! 1 2 3 4 5 6 7 10

!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-!!!!!-…-!!!!!

ILL01 UELEC UARCV

ILL02 ULAW

##### URLEC UEDUD UHLTH ULINC URDOC RLINK

ULAW ULAW ULINC UHLTH USCI UEDUC

USCI UHLTH USCI UELEC ULINC

UEDUC UEDUC UUPTN ULINC USCI

##### UARCV ULAW UELEC UEDUC UGDOC

v.16 Circulation25

Bibliographic Request (4)• New services: cir-24

cir-240• cir-24 request router redistributes (O)riginal or

(C)opy z37_source statuses among similar items.

Z37

O

Z37

C

Z37

C

Z37

C

Z37

O

Z37

C

Z37

C

Z37

C

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Bibliographic Request (5)

• New services: cir-24cir-240

• cir-240 cleans leftover hold requests.

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Free-of-Charge E-mail Messages (1)

If a library charges for postal expenses only, it will not want to charge for sending an e-mail message.

A switch in tab18.lng prevents the charging for specific transactions if a letter is sent by e-mail.

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!1 2 3 4 5 6 7!!!!-!!!!!-!!-!-!!!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!0015 ##### ## Y N ILL material arrival0042 ##### ## Y Y Lost material - Notice


Refers to the following cash transactions only:0015,0024,0026,0027,0028,0042,0080,0081,0082,0083,0090,1024,1026,1027,1028

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,1028

form-print-method EMAIL S

Additional conditions:• Patron must have a valid e-mail address.• The line:

• Column 4 in print.ini must be set to "M" to ensurethat notifications are sent via e-mail if possible.

must be present in the matching translation file.

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Multiple Time Zones (1)

Working with different time zones in the same ALEPH installation:

The multiple time zone functionality is intended for use at installations that have many sites (ADM libraries) that run ALEPH on a shared central computer and that have ADM libraries spread over a geographic area that includes different time zones.

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The special multiple time zone functionality uses a local time, instead of the central computer's system time, for some circulation activities.

Setup in tab100: TIMEZONE-ADJ

Values : + - 0Default : 0

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Example:Server time is 4:30 PM.ADM50 is + = 5:30 PM.ADM51 is not shifted = 4:30 PMADM50:Open hours of a sublibrary are 9:00 AM - 6:00 PM.One hour loan is rolled over to the next day (if CHANGE-DUE-HOUR is set to Y).ADM51:One hour loan is loaned until 5:30 PM.

This functionality determines the offset hour for a given library in cases where date and time are used.

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The Oracle records and fields affected by this are:

•Z31 Payment hour•Z35 Event hour•Z36 Loan hour

Return hourDue date/hour

•Z37 Open hour

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Station Identifier (1)

• Workstation identification independent of IP

• Dependent on setup of tab_attr_sub_libraryCIRCDESK 1 UARCV UELEC URLEC UGDOC URDOC

3 USCI UUPTN URPTN 4 5 USM50 10.1.235.* 1 UARCV UELEC 3 UUPTN URPTN 4 5 USM50

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Station Identifier (2)

• Station identification by function possibleExample: CIRC1, CIRC2, RETURN, ILL

• Station identification by staff group name possibleExample: STUDENTS, CLERK, SUPERVISOR, LIBRARIAN

• Station identification by staff name possibleExample: SUE, JOE, BOSS

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Operator Identifier (1)

• Identification of library staff for circulation activity

• The switch CATALOGER-IP determines whether to display the operator’s staff name or the operator’s IP in GUI fields where the operator’s identity appears.

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• Setup in tab100CATALOGER-IP - YN Y = Z36-LOAN-CATALOGER-NAME, Z36-

RETURN-CATALOGER-NAME and Z36-RENEW-CATALOGER-NAME will display the operator’s IP address.

N = Z36-LOAN-CATALOGER-NAME, Z36-RETURN-CATALOGER-NAME and Z36-RENEW-CATALOGER-NAME will display the operator’s name.

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Value Added Tax - VAT (GST)

Cash transactions can include a VAT component.

A column in tab18.lng determines the VAT rate that will be used to calculate the cash transaction value.

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Patron Scrubbing – cir-32

This service removes the patron IDs from records that are only kept for statistical reasons.

The records that can be scrubbed are Z31,Z36H,Z37H,Z40 and Z35.

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The service will scrub all of the required records that are older than the number of days specified by the user, swapping the patron ID with SCRyyyymmdd, where yyyymmdd is the execution date.

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If the Cash Table (Z31) is scrubbed, only transactions that are closed or waived will be scrubbed.

If the ILL Patron Requests Table (Z40) is scrubbed, only requests that are closed or cancelled will be scrubbed.

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Fast Patron Registration

Activated when the ‘New Patron’ option is chosen, if FastPatronRegistration=Y is set in circ.ini

Allowing to register Z303, Z304, Z305 and Z308 on a single form.

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Defaults :Saved by clicking the ‘Save Defaults’ button:* Z303-CON-LNG* Z303-HOME-LIBRARY* Z303-ILL-LIBRARY* Z305-SUB-LIBRARY

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Defaults :Saved in USR00/tab/tab_fast_patron_register* Z303-ILL-TOTAL-LIMIT=0555* Z303-ILL-ACTIVE-LIMIT=0444* Z303-EXPORT-CONSENT=N* Z303-SEND-ALL-LETTERS=N* Z304-DATE-TO=00000002Y* Z305-BOR-TYPE=DR* Z303-PLIF-MODIFICATION=A B D E

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Cash Export/Import

Two services :- cash-10 exports cash transactions to an

XML file- cash-11 imports cash transactions from an

input XML file.

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Cash Export/Import

- cash-10 exports information from Z31,Z303,Z304,Z308

- cash-11 imports cash transactions from an input XML file of the following format :

Circulation


Moshe Shechter

v.16 Circulation53

General Cash Transactions

• tab_attr_sub_library• If a transaction of type 5 (not item-specific) has no

sublibrary listed, it will default to the ADM library.

! 1 2 3 4 !!!!!!!!!!!!!!!!!!!!-!-!!!!!-!!!!!-...

10.1.235.19 5

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Fine for Late Recalled Items

Tab100 variable OVERDUE-RECALL-RATIO - Y N B Default: YThis switch defines whether lines 0050-0055 in tab18.lng

(fines relating to recalled items) are to be treated as a ratio or as an actual amount

• Y or blank = lines are ratio• N = lines are actual amount• B = Both - lines are actual amount but they are added to

tab16 amount

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Cash Transaction Mismatch

• For a new transaction, a warning appears if a manually entered fine differs from the default (as set in tab18.lng).

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Cash Subtotal by Sublibrary A button on the Cash tab for displaying a

breakdown of the total owed by a sublibrary

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A New Tab100 Flag

UPDATE-RECALL-DATE Values:Y N Default: N This variable determines if, when an item is

loaned, and there is a matching outstanding hold request, the loaned item should immediately be considered "recalled", or whether a loaned item becomes "recalled" only through the batch recall service (cir-13).

Y = item loan can trigger "recall" if there is a matching "O" request.

N = recall of a loaned item is triggered only by b-cir-13.

v.16 Circulation58

New Circ Checks

• Check expiry date approaching (by parameter in tab30)

(check_circ_1_c_b)

• Re-loaning an item to the same patron (by delay

parameter in tab15.lng) (check_circ_7_c)

• Check expiry date (check_circ_1_c_a)

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New Circ.ini Variable

RenewOverrideAllSimilar=Y This switch controls whether or not the same error is ignored if it has previously been overridden for the same item.

If set to Y, the system ignores the same error message if the item is renewed again.

If set to N, the system displays and relates to an error message that was overridden on the occasion of an earlier renew action.

The setting refers to both single Renew action and to a Renew All action.

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New www_server.conf Variable

The recall type for Web OPAC requests is set in www_server.conf

Parameter www_z37_recall_type

defines recall type

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Patron Information Proxy Tab

It is possible to switch back and forth between a sponsor and his proxy using the patron tab Proxies/Sponsor node.

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Patron Deleting – cir-23

The service deletes patron records based on an input file and filters.

• Entire patron (Z303/Z304/Z305/Z308) and attached records (Z14,Z31,Z37,Z38) OR

• Local patron (Z305) and attached records (Z14,Z31,Z37,Z38) • The patron is checked for :

– Loans (can’t be overridden)– Hold requests (can be overridden)– Photocopy Requests (can be overridden)– Outstanding ILL requests (can’t be overridden– Routing List Leader (can be overridden)

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Patron Deleting – cir-23

• In a Multi-ADM environment, the Z303 record of a patron registered to an ADM library participating in a shared environment will be deleted, unless this patron has Z305 records in another ADM library. In that case only the local information (Z305 records) of the active library will be deleted.

v.16 Circulation64

Hold Shelf Report – cir-06

• The report now shows the next requestor’s ID and name.

• It used to indicate only that there was another request waiting.

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Patron Loader (file-20)

• It is now possible to protect existing fields from being overrun when the patron loader is used.

• This is done using the Z303-PLIF-MODIFICATION field. This field can use a combination of the values (separated by space) :

– A - do not modify address records at all.– B - do not modify the borrower status.– D - do not modify the borrower expiry date.– E = Do not modify the borrower’s e-mail address (Z304-MAIL-

ADDRESS). – 1 - do not modify user records at all (Z303/Z304/Z305/Z308).

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Patron Loader (file-20)

This is set in the patron’s global information ‘Global Blocks and Notes’ tab

Circulation


THANK YOU

circulation version 16 changes april 2004 moshe shechter

Documents

viewupdate patron ids

new patron

viewupdate z308 ids

fine addition

fine threshold

z304 addresses

fine method r

new overdue fine methods