431.7.1.2 Invoices

Line 11 allows you to display a summary of invoices associated with this borrower. (Effectively this behaves as if you had used AFO495/View invoices by borrower- although line 11 is always shown, selection of this line does nothing unless you have privileges to AFO495).

It is possible to view/create invoices from line 11 in the Details display. When you choose this option in case no invoices have been created as yet, the system asks if you want to do so:

After clicking OK you will be taken to the AFO 495 screen (if you have permission) where a provisionary invoice has already been created.

If the borrower already has one or more invoices you will be taken to the AFO 495 screen, option View/create invoices by borrower (if you have permission).

431.7.1.3 Routing lists

It is possible to link borrower records to routing lists belonging to subscriptions within the serials module. You can view which lists the borrower is linked to by choosing line 12 from the Details screen. An overview will be presented:

By selecting a title from the list the individual details of a particular routing list can be viewed and modified.

431.7.1.4 Orders

It is possible to link borrowers as requestor to an order record within the acquisitions module. You can view which orders this borrower has requested by choosing line 13 from the Details screen. An overview will be presented:

By selecting a title from the list the individual details of a particular order can be viewed and modified.

431.7.2 Transactions

Transaction history: this option takes you to an overview of all transactions.

Transaction history allows you to view all the transactions that have involved the borrower in the V-smart Circulation module. So it shows transactions such as Loans, Returns and Renewals but also includes other transactions such as an update made to the borrower record, technical transactions and transactions that are created by overnight batch processing.

The information that is displayed is updated automatically and online, i.e. every time a borrower is involved in a circulation transaction.

Some of the information is also contained in the Payment History information.

The period during which the information is available is usually the current year and the previous year, but this might differ from system to system. 

For each transaction the system displays the date, the time, the transaction number and the transaction type. The Details column is reserved for future use.

Note

Each line represents a transaction as defined in the V-smart circulation context.  For example if 6 items are lent to a borrower during the same Loans session, V-smart counts this as one transaction, represented by one line on the screen.

Options on the screen

View details – The system displays a pop-up window that shows the transaction details. See section 431.7.2.1.

Output – The output option is used to send the transactions to a valid device or application.  The Standard output form is displayed.

Filter – The filter option is used to restrict the transactions that are displayed. See section 431.7.2.2.

Savelist – The savelist option is used to store the transactions in an existing or a new savelist of the type Circulation transactions. After the transactions have been stored in the savelist, they are available for further SSP actions in AFO 141 Savelist management.

View notice: Select a transaction of the type 'borrower notice' and then this option to view a copy of the notice sent to the borrower.
This depends on a system wide option (in AFO 483 – Mailmerge parameters – Notice sets – Notice type maintenance) that may be set for mailmerged notices to always save the individual notices. In this case, the system will save each set of notices as a unique file as defined in the ini file for the print processor that will output the notice. The file name generated will be returned from the mailmerge macro to Vubis, which in turn will add this to the transaction record. If the library chose to keep their notices then it will be possible to see the notice actually sent to the borrowers.

431.7.2.1 Transactions (details)

The system displays a pop-up window that shows the transaction details. This shows the date and time of the transaction, information on where the transaction took place, the staff user id, the borrower barcode and name, and the number of actions.

The example below shows one return transaction (1 item returned):

If the parameter "Borrower transaction history – show what was modified" in AFO 481 – Miscellaneous – Circulation transactions – Borrowers is ON, additional information will be displayed in the details of a transaction. The system will for instance show a change in borrower category with both old an new category codes:

General information

Transaction types

The following transaction types are valid:

Action specific information

For each action information is given dependent on the type of transaction  For example for each item lent the system shows the time, item barcode, any loan fee and whether there is a reservation for the item.  The following table contains an overview of the valid transaction types.

431.7.2.2 Transactions (filter)

After choosing this option the following form will be displayed:

The following options are available:

·                From date          select a date from the drop-down box.  Note that the display includes the date selected.

·                Until date           select a date from the drop-down box.  Note that the display includes the date selected.

·                Transaction type            select one or more transaction types from the left side and use the arrow to move to the right side.

·                Institution/location         select one or more locations from the left side and use the arrow to move to the right side.

Note

You can select more than one filter at the same time.  The filter is retained for your user login until you change the filter.  Use the Clear all button to remove all the filters.

431.7.3 Loan Plan[//]

See also the general information on Loan Plan.

There are two options on the details screen of a borrower related to Loan Plan: Loan plan history and Decrease Loan Plan counter.

These options are only active when:

·                Loan Plan is in use

·                This borrower belongs to a Loan Plan borrower category and already has Loan Plan transactions.

When a borrower has a Loan Plan type subscription, the corresponding counters are shown in the protected upper part of the details screen:

The counters are also shown when the buttons are not yet active.

431.7.3.1 Loan Plan history

After choosing the option Loan plan history an overview screen will pop up with a list of loans within the Loan Plan subscriptions:

This screen is for information purposes only.

431.7.3.2 Correct Loan Plan counter

After choosing the option Decrease Loan Plan counter a screen with the Loan Plan counters will be shown:

Here you can increase or decrease one or more counters. The value can not be less than 0. The value can not be higher than the maximum set in the parameters.

Examples:

When a borrower still has 10 loans to go and you set the Loan counter to 3, the remainder will now be 7. I.e. you have told the system 3 more loans have taken place than were counted.

When a borrower still has 10 loans to go and you set the Loan counter to 0, the remainder will now be the original maximum for the subscription. I.e. you have told the system no loans have taken place yet at all.

Note

The information in the counters in the protected upper part of the details screen is not refreshed after the adjusting the counters.