497.2 Define charges by location[//]

This section allows you to define two sets of parameters.

·                For each type of charge that can be raised, this table allows you to define which possible location associated with the charge defines the location to which this charge is owed. For example, is a charge for a duplicate card owed to the borrower's home branch or at the branch at which the charge was entered into the system.

·                For each type of charge, you can define at which other locations such a charge is payable. For example, can I pay a charge owing to branch A at other branches which belong to the same institution?

Choosing this option results in a grid which displays each of the possible charge / payment types available within the system, as follows:

Lines may be neither added nor removed from the grid – since these represent all the possible charge/payment types potentially available. Although all possible charge types are displayed, for any one site some of these are not in use and you need only enter settings for those charge types which are relevant to you.

Options on the screen

Amend settings (+): Select a line and then this option to modify the charge location and/or payment option. After choosing this option the following form will be displayed:

Fields on the screen

Charge location: This setting defines the location to which the charge is considered to be payable. Possible values obviously depend on the specific nature of the charge concerned and the context in which it is raised. There are seven possible locations overall:

·                the home location of the borrower

·                the location of the transaction (e.g. where it was loaned)

·                the owning location of an item

·                the current management location of the item

·                the location at which the item was returned

·                the pickup location

·                no specified location

Payment option: This setting defines at which locations the payment for a charge may be received, once the location “owning” the charge has been established. Valid settings are:

·                Any - payment may be received at any location.

·                Location - payment may be taken ONLY at the location to which the charge belongs (abbreviated as the “charge location” from here on).

·                Institution - payment may be taken at any location which belongs to the same institution as the charge location.

·                Financial group - payment make be taken at any location which belongs to the same financial group as the charge location.

Allow override: This check box allows a user to override these settings at runtime – in order to be able to accept any such payment type. Of course, this is irrelevant for the “Any” setting.

Notes

Reservations

For reservations charges created from the WebOpac, generally there is no location associated with the placing of the reservation, so no option for this is allowed.

Although the pickup location may be specified, in principle this may be (optionally) set to “pickup where found” – if this is selected, then the borrower's home location will be used.

Since a reservation may be applied to many items across multiple locations, then of course, no specific item can be identified so only the borrower's location and the transaction location are relevant (except see next paragraph).

Regardless of the above constraints, if the charge is actually created when a specific item is trapped, then item information is available and the system can allow for the item's location to be a valid setting.

Miscellaneous

Miscellaneous charges never exist as such; the “miscellaneous” is actually just a payment, so much of this is irrelevant and it is only the location of the transaction (i.e. where the payment was accepted) which is valid.

Note

These settings apply to the circulation meta institution as a whole.

497.2.1 Charge location[//]

The Charge location setting defines the location to which the charge is considered to be payable. Possible values obviously depend on the specific nature of the charge concerned and the context in which it is raised.

The following table shows the options which are valid for each type of charge.

 

Payment

code

Payment

type

Borrower

home

Item

owner

Item

manager

Item

return

Location of transaction

Pickup

Location

A

Membership

Y

 

 

 

 

 

B

Fine

Y

Y

Y

Y

Y

 

 D

Duplicate card

Y

 

 

 

 

 

E

Deposit

Y

 

 

 

Y

 

F

Deposit refund

Y

 

 

 

Y

 

I

Enrolment

Y

 

 

 

 

 

K

Sales

Y

 

 

 

Y

 

L

Loan fees

Y

Y

Y

 

Y

 

M

Adm. costs

Y

 

 

 

Y

 

P

Postage

Y

 

 

 

Y

 

Q

Stack/ILL request

Y

Y

Y

 

Y

 

S

Reservations - Staff placed

Y

 

 

 

Y

Y

S

Reservations -WebOpac

Y

 

 

 

 

Y

S

Reservations - charge at collection

Y

Y

Y

 

Y

Y

V

Item fees

Y

Y

 

 

 

 

W

Security payments

Y

 

 

 

 

 

X

Misc. fee

Y

 

 

 

Y

 

Y

Services

Y

 

 

 

Y

 

 

For an overdue fine, the “Location of the transaction” is the location at which the item was originally issued.

497.2.2 Online display[//]