If your library is set up to generate pincodes from date of birth, you can use this option to automatically generate pincodes based on date of birth for borrowers without pincodes when you leave the borrower’s record in AFO 431. These parameters are set at the metaInstitution level.
After choosing this option the following form will be displayed:
Automatically generate pincode from date of birth: set this flag if you wish to automatically generate pincodes when you leave the borrower’s record in AFO 431. This flag should only be set if your library generates pincodes from the date of birth field.
Default pincode if date of birth is not available: enter either a valid date or 99/99/9999.
If the automatic generate flag is set and your PIN generation is based on DateOfBirth and the borrower does not already have a PIN code, the system will automatically generate a pincode (using either the borrower’s date of birth or the default in defined above) when you leave the borrower's record.
Pincodes may also be automatically generated for borrowers entered through the WebOpac.
If you have selected to display the district code for the Data to be entered and Data to be corrected options in AFO 482, a dropdown list will be displayed when adding/modifying a borrower record. This parameter determines what the dropdown list looks like
After choosing this option the following form will be displayed:
District display includes: choose a format from the dropdown list. There are four options:
- only code
- only wording (gives nothing if district is not in authority)
- code followed by wording
- wording followed by code
Punctuation between code and wording: When you choose option 0 or 1 you can specify here what the punctuation between code and wording must be.
These parameters are stored at the Circulation metainstitution level. Multiple collection agency codes may be set up for each Circulation metainstitution.
After choosing the Collection agency codes option, a screen appears showing you all of the collection agency codes already set up for your Circulation metainstitution:
: choose this option to create a new code. See section 482.34.1.
: choose a code and then this option to modify the details. See section 482.34.1.
: choose a code and then this option to delete the code.
After choosing the or option an input form will be presented:
Collection code: a unique code for this collection agency. When updating an existing code, this field will be protected (i.e. once a code has been added, you can not modify the code itself).
Description: a brief description of the collection agency.
Locations to link: combo box showing list of institution/location combinations (including institution/* to select all locations for a specific institution). If an institution/location combination is already linked to another collection agency code, the list will not include this combination. Select a location and use the arrows to move it.
Exempt fee types: combo box showing list of fee types that are not collected by the collection agency. Select a fee type and use the arrows to move it.
Monetary threshold: If a Borrower's aged aggregate amount owed (see Aging and Grace period parameter below) equals or exceeds this value, the Borrower's bills and invoices will be sent to the Collection Agency for collection. The aggregate amount is calculated only from fee types not included in the Exempt fee types field.
Collection fee: On going to collection, an additional processing fee will be added to the existing invoices.
Aging parameter (in days): (i.e. 6 years = 2189). Invoices, fines and other payable amounts older than this criteria will be ignored.
Grace period (in days): (ignore current invoices within X days). Invoices, fines and other payable amounts more recent than this will be ignored.
Exempt borrower categories: list of borrower categories that are exempt (e.g.: Staff, Bankruptcy). Select a borrower category and use the arrows to move it.
Email address: enter the email address of the Collection Company to which reports must be sent.
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Document control - Change History
Version |
Date |
Change description |
Author |
1.0 |
March 2006 |
creation |
|
2.0 |
May 2006 |
updates for release 2.4.1 build 16 |
|
3.0 |
September 2006 |
updates for release 2.4.1 build 17 |
|
4.0 |
November 2006 |
changed terminology; added explanation of language code usage |
|
5.0 |
April 2007 |
added more info on borrower name display |
|
6.0 |
May 2007 |
minor updates |
|
7.0 |
November 2007 |
added explanation of how to set block type 13 ("Items returned too late") delivered as part of 2.4.2.4 updates |
|