COMPanion - Recent changes [en]

System Preferences: Circulation: Rules: In-Transit tab

2012-05-17T21:28:47Z

Related “Circulation Rules” System & Site Preferences:

← Older revision		Revision as of 21:28, 17 May 2012
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	==== Related “Circulation Rules” System & Site Preferences ====		==== Related “Circulation Rules” System & Site Preferences ====
	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''		:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
-	::* [[System Preferences: Circulation: Rules: Rules tab]]	+	::* [[System Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Condition Codes tab\|Condition Codes tab]]
-	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Damage Codes tab\|Damage Codes tab]]
-	::* [[System Preferences: Circulation: Rules: In-Transit tab]]	+	::* [[System Preferences: Circulation: Rules: In-Transit tab\|In-Transit tab]]

	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''		:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
-	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]	+	::* [[Site Preferences: Circulation: Rules: User Interaction tab\|User Interaction tab]]
-	::* [[Site Preferences: Circulation: Rules: Rules tab]]	+	::* [[Site Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[Site Preferences: Circulation: Rules: Receipts tab]]	+	::* [[Site Preferences: Circulation: Rules: Receipts tab\|Receipts ta]]
-	::* [[Site Preferences: Circulation: Rules: Letters tab]]	+	::* [[Site Preferences: Circulation: Rules: Letters tab\|Letters tab]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Rules: Damage Codes tab

2012-05-17T21:28:39Z

Related “Circulation Rules” System & Site Preferences:

← Older revision		Revision as of 21:28, 17 May 2012
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	==== Related “Circulation Rules” System & Site Preferences ====		==== Related “Circulation Rules” System & Site Preferences ====
	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''		:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
-	::* [[System Preferences: Circulation: Rules: Rules tab]]	+	::* [[System Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Condition Codes tab\|Condition Codes tab]]
-	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Damage Codes tab\|Damage Codes tab]]
-	::* [[System Preferences: Circulation: Rules: In-Transit tab]]	+	::* [[System Preferences: Circulation: Rules: In-Transit tab\|In-Transit tab]]

	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''		:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
-	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]	+	::* [[Site Preferences: Circulation: Rules: User Interaction tab\|User Interaction tab]]
-	::* [[Site Preferences: Circulation: Rules: Rules tab]]	+	::* [[Site Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[Site Preferences: Circulation: Rules: Receipts tab]]	+	::* [[Site Preferences: Circulation: Rules: Receipts tab\|Receipts ta]]
-	::* [[Site Preferences: Circulation: Rules: Letters tab]]	+	::* [[Site Preferences: Circulation: Rules: Letters tab\|Letters tab]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Rules: Condition Codes tab

2012-05-17T21:28:26Z

Related “Circulation Rules” System & Site Preferences:

← Older revision		Revision as of 21:28, 17 May 2012
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	==== Related “Circulation Rules” System & Site Preferences ====		==== Related “Circulation Rules” System & Site Preferences ====
	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''		:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
-	::* [[System Preferences: Circulation: Rules: Rules tab]]	+	::* [[System Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Condition Codes tab\|Condition Codes tab]]
-	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Damage Codes tab\|Damage Codes tab]]
-	::* [[System Preferences: Circulation: Rules: In-Transit tab]]	+	::* [[System Preferences: Circulation: Rules: In-Transit tab\|In-Transit tab]]

	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''		:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
-	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]	+	::* [[Site Preferences: Circulation: Rules: User Interaction tab\|User Interaction tab]]
-	::* [[Site Preferences: Circulation: Rules: Rules tab]]	+	::* [[Site Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[Site Preferences: Circulation: Rules: Receipts tab]]	+	::* [[Site Preferences: Circulation: Rules: Receipts tab\|Receipts ta]]
-	::* [[Site Preferences: Circulation: Rules: Letters tab]]	+	::* [[Site Preferences: Circulation: Rules: Letters tab\|Letters tab]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Rules: Rules tab

2012-05-17T21:28:18Z

Related “Circulation Rules” System & Site Preferences:

← Older revision		Revision as of 21:28, 17 May 2012
Line 68:		Line 68:
	==== Related “Circulation Rules” System & Site Preferences ====		==== Related “Circulation Rules” System & Site Preferences ====
	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''		:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
-	::* [[System Preferences: Circulation: Rules: Rules tab]]	+	::* [[System Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Condition Codes tab\|Condition Codes tab]]
-	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Damage Codes tab\|Damage Codes tab]]
-	::* [[System Preferences: Circulation: Rules: In-Transit tab]]	+	::* [[System Preferences: Circulation: Rules: In-Transit tab\|In-Transit tab]]

	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''		:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
-	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]	+	::* [[Site Preferences: Circulation: Rules: User Interaction tab\|User Interaction tab]]
-	::* [[Site Preferences: Circulation: Rules: Rules tab]]	+	::* [[Site Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[Site Preferences: Circulation: Rules: Receipts tab]]	+	::* [[Site Preferences: Circulation: Rules: Receipts tab\|Receipts ta]]
-	::* [[Site Preferences: Circulation: Rules: Letters tab]]	+	::* [[Site Preferences: Circulation: Rules: Letters tab\|Letters tab]]
	<br>		<br>
	<br>		<br>

Site Preferences: Circulation: Rules: Receipts tab

2012-05-17T21:27:45Z

Related “Circulation Rules” Site & System Preferences:

← Older revision		Revision as of 21:27, 17 May 2012
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	==== Related “Circulation Rules” Site & System Preferences ====		==== Related “Circulation Rules” Site & System Preferences ====
	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''		:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
-	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]	+	::* [[Site Preferences: Circulation: Rules: User Interaction tab\|User Interaction tab]]
-	::* [[Site Preferences: Circulation: Rules: Rules tab]]	+	::* [[Site Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[Site Preferences: Circulation: Rules: Receipts tab]]	+	::* [[Site Preferences: Circulation: Rules: Receipts tab\|Receipts ta]]
-	::* [[Site Preferences: Circulation: Rules: Letters tab]]	+	::* [[Site Preferences: Circulation: Rules: Letters tab\|Letters tab]]

	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''		:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
-	::* [[System Preferences: Circulation: Rules: Rules tab]]	+	::* [[System Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Condition Codes tab\|Condition Codes tab]]
-	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Damage Codes tab\|Damage Codes tab]]
-	::* [[System Preferences: Circulation: Rules: In-Transit tab]]	+	::* [[System Preferences: Circulation: Rules: In-Transit tab\|In-Transit tab]]
	<br>		<br>
	<br>		<br>

Site Preferences: Circulation: Rules: Rules tab

2012-05-17T21:27:37Z

Related “Circulation Rules” Site & System Preferences:

← Older revision		Revision as of 21:27, 17 May 2012
Line 68:		Line 68:
	==== Related “Circulation Rules” Site & System Preferences ====		==== Related “Circulation Rules” Site & System Preferences ====
	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''		:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
-	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]	+	::* [[Site Preferences: Circulation: Rules: User Interaction tab\|User Interaction tab]]
-	::* [[Site Preferences: Circulation: Rules: Rules tab]]	+	::* [[Site Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[Site Preferences: Circulation: Rules: Receipts tab]]	+	::* [[Site Preferences: Circulation: Rules: Receipts tab\|Receipts ta]]
-	::* [[Site Preferences: Circulation: Rules: Letters tab]]	+	::* [[Site Preferences: Circulation: Rules: Letters tab\|Letters tab]]

	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''		:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
-	::* [[System Preferences: Circulation: Rules: Rules tab]]	+	::* [[System Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Condition Codes tab\|Condition Codes tab]]
-	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Damage Codes tab\|Damage Codes tab]]
-	::* [[System Preferences: Circulation: Rules: In-Transit tab]]	+	::* [[System Preferences: Circulation: Rules: In-Transit tab\|In-Transit tab]]
	<br>		<br>
	<br>		<br>

Site Preferences: Circulation: Rules: User Interaction tab

2012-05-17T21:27:21Z

← Older revision		Revision as of 21:27, 17 May 2012
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	==== Related “Circulation Rules” Site & System Preferences ====		==== Related “Circulation Rules” Site & System Preferences ====
	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''		:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
-	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]	+	::* [[Site Preferences: Circulation: Rules: User Interaction tab\|User Interaction tab]]
-	::* [[Site Preferences: Circulation: Rules: Rules tab]]	+	::* [[Site Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[Site Preferences: Circulation: Rules: Receipts tab]]	+	::* [[Site Preferences: Circulation: Rules: Receipts tab\|Receipts ta]]
-	::* [[Site Preferences: Circulation: Rules: Letters tab]]	+	::* [[Site Preferences: Circulation: Rules: Letters tab\|Letters tab]]

	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''		:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
-	::* [[System Preferences: Circulation: Rules: Rules tab]]	+	::* [[System Preferences: Circulation: Rules: Rules tab\|Rules tab]]
-	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Condition Codes tab\|Condition Codes tab]]
-	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]	+	::* [[System Preferences: Circulation: Rules: Damage Codes tab\|Damage Codes tab]]
-	::* [[System Preferences: Circulation: Rules: In-Transit tab]]	+	::* [[System Preferences: Circulation: Rules: In-Transit tab\|In-Transit tab]]
	<br>		<br>
	<br>		<br>

Site Preferences: Circulation: Rules: Letters tab

2012-05-17T21:26:57Z

← Older revision		Revision as of 21:26, 17 May 2012
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	::# Click on '''Save''' to keep your changes or '''Revert''' to abort them.		::# Click on '''Save''' to keep your changes or '''Revert''' to abort them.
	::# The default body copy text can be restored to ''all'' messages using the '''Restore Default Letter''' button; however, operators must realize that the restoration is for ''all'' letter types, not just one.		::# The default body copy text can be restored to ''all'' messages using the '''Restore Default Letter''' button; however, operators must realize that the restoration is for ''all'' letter types, not just one.
		+	<br>
		+	<br>
		+	----
		+	==== Related “Circulation Rules” Site & System Preferences ====
		+	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
		+	::* [[Site Preferences: Circulation: Rules: User Interaction tab\|User Interaction tab]]
		+	::* [[Site Preferences: Circulation: Rules: Rules tab\|Rules tab]]
		+	::* [[Site Preferences: Circulation: Rules: Receipts tab\|Receipts ta]]
		+	::* [[Site Preferences: Circulation: Rules: Letters tab\|Letters tab]]
		+
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab\|Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab\|Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab\|Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab\|In-Transit tab]]
		+	<br>
	<br>		<br>

Site Preferences: Circulation: Rules: Receipts tab

2012-05-17T21:25:59Z

← Older revision		Revision as of 21:25, 17 May 2012
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	: '''Default is Print for Payments and Refunds Receipts'''—When checked, Alexandria / Textbook Tracker will automatically print receipts for payments and refunds.		: '''Default is Print for Payments and Refunds Receipts'''—When checked, Alexandria / Textbook Tracker will automatically print receipts for payments and refunds.
		+	<br>
		+	<br>
		+	----
		+	==== Related “Circulation Rules” Site & System Preferences ====
		+	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
		+	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]
		+	::* [[Site Preferences: Circulation: Rules: Rules tab]]
		+	::* [[Site Preferences: Circulation: Rules: Receipts tab]]
		+	::* [[Site Preferences: Circulation: Rules: Letters tab]]
		+
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab]]
	<br>		<br>
	<br>		<br>

Site Preferences: Circulation: Rules: Rules tab

2012-05-17T21:25:43Z

← Older revision		Revision as of 21:25, 17 May 2012
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	:: '''[[Synchronize Third-Party Billing]]'''—Check this box to synchronize your charges and refunds with a compatible third-party (i.e. not COMPanion) billing systems. For more information on the '''[[Synchronize Third-Party Billing]]''' preference, click '''[[Synchronize Third-Party Billing\|here]]'''.		:: '''[[Synchronize Third-Party Billing]]'''—Check this box to synchronize your charges and refunds with a compatible third-party (i.e. not COMPanion) billing systems. For more information on the '''[[Synchronize Third-Party Billing]]''' preference, click '''[[Synchronize Third-Party Billing\|here]]'''.
		+	<br>
		+	<br>
		+	----
		+	==== Related “Circulation Rules” Site & System Preferences ====
		+	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
		+	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]
		+	::* [[Site Preferences: Circulation: Rules: Rules tab]]
		+	::* [[Site Preferences: Circulation: Rules: Receipts tab]]
		+	::* [[Site Preferences: Circulation: Rules: Letters tab]]
		+
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab]]
	<br>		<br>
	<br>		<br>

Site Preferences: Circulation: Rules: User Interaction tab

2012-05-17T21:25:20Z

Related “Circulation Rules” System & Site Preferences:

← Older revision		Revision as of 21:25, 17 May 2012
Line 30:		Line 30:
	<br>		<br>
	----		----
-	==== Related “Circulation Rules” System ~~& Site~~ Preferences ====	+	==== Related “Circulation Rules” Site & System Preferences ====
-	~~:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''~~	+
-	~~::* [[System Preferences: Circulation: Rules: Rules tab]]~~	+
-	~~::* [[System Preferences: Circulation: Rules: Condition Codes tab]]~~	+
-	~~::* [[System Preferences: Circulation: Rules: Damage Codes tab]]~~	+
-	~~::* [[System Preferences: Circulation: Rules: In-Transit tab]]~~	+
-		+
	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''		:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]		::* [[Site Preferences: Circulation: Rules: User Interaction tab]]
Line 42:		Line 36:
	::* [[Site Preferences: Circulation: Rules: Receipts tab]]		::* [[Site Preferences: Circulation: Rules: Receipts tab]]
	::* [[Site Preferences: Circulation: Rules: Letters tab]]		::* [[Site Preferences: Circulation: Rules: Letters tab]]
		+
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Rules: In-Transit tab

2012-05-17T21:24:35Z

← Older revision		Revision as of 21:24, 17 May 2012
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	: '''In-Stock Hold Period'''—For items sent to a school for the '''In Transit''' patron, the time period (days) that items will be held on '''In-Stock Hold''' after they have been delivered. This does not apply to items sent to a school to be placed on '''In-Stock Hold''' for other patrons. Default is '''7'''.		: '''In-Stock Hold Period'''—For items sent to a school for the '''In Transit''' patron, the time period (days) that items will be held on '''In-Stock Hold''' after they have been delivered. This does not apply to items sent to a school to be placed on '''In-Stock Hold''' for other patrons. Default is '''7'''.
		+	<br>
		+	<br>
		+	----
		+	==== Related “Circulation Rules” System & Site Preferences ====
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab]]
		+
		+	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
		+	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]
		+	::* [[Site Preferences: Circulation: Rules: Rules tab]]
		+	::* [[Site Preferences: Circulation: Rules: Receipts tab]]
		+	::* [[Site Preferences: Circulation: Rules: Letters tab]]
		+	<br>
		+	<br>

System Preferences: Circulation: Rules: Damage Codes tab

2012-05-17T21:24:01Z

← Older revision		Revision as of 21:24, 17 May 2012
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	::'''Remove'''—Click the '''Remove''' (“'''—'''”) button to remove the selected (highlighted) '''Damage Code'''. A validation window will appear asking if you are sure you would like to remove the '''Damage Code'''; click '''Yes''' to continue or '''No''' to abort. The '''Remove Damage Code''' selection is also available from the '''Actions''' (represented by a gear/cog icon) drop-down menu.		::'''Remove'''—Click the '''Remove''' (“'''—'''”) button to remove the selected (highlighted) '''Damage Code'''. A validation window will appear asking if you are sure you would like to remove the '''Damage Code'''; click '''Yes''' to continue or '''No''' to abort. The '''Remove Damage Code''' selection is also available from the '''Actions''' (represented by a gear/cog icon) drop-down menu.
		+	<br>
		+	<br>
		+	----
		+	==== Related “Circulation Rules” System & Site Preferences ====
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab]]
		+
		+	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
		+	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]
		+	::* [[Site Preferences: Circulation: Rules: Rules tab]]
		+	::* [[Site Preferences: Circulation: Rules: Receipts tab]]
		+	::* [[Site Preferences: Circulation: Rules: Letters tab]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Rules: Condition Codes tab

2012-05-17T21:23:45Z

← Older revision		Revision as of 21:23, 17 May 2012
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	:: '''Default Condition'''—This drop-down menu allows the user to set default '''Copy Condition''' code(s) and descriptions. Users may choose from these default conditions: '''New Book''', '''Used Book in Excellent Condition''', '''Used Book in Satisfactory Condition''', '''Used Book in Poor Condition''', '''Replace this item-not usable''', '''Scheduled to be discarded''', and '''Unknown'''. These default conditions, with the exception of the '''Unknown''' copy condition, can be removed or renamed. If a copy condition code that has been previously applied to an item is later deleted, those item’s condition codes will default to the '''Unknown''' condition. Those items whose condition code has been renamed will retain the same copy condition code information and accommodate the new name.		:: '''Default Condition'''—This drop-down menu allows the user to set default '''Copy Condition''' code(s) and descriptions. Users may choose from these default conditions: '''New Book''', '''Used Book in Excellent Condition''', '''Used Book in Satisfactory Condition''', '''Used Book in Poor Condition''', '''Replace this item-not usable''', '''Scheduled to be discarded''', and '''Unknown'''. These default conditions, with the exception of the '''Unknown''' copy condition, can be removed or renamed. If a copy condition code that has been previously applied to an item is later deleted, those item’s condition codes will default to the '''Unknown''' condition. Those items whose condition code has been renamed will retain the same copy condition code information and accommodate the new name.
		+	<br>
		+	<br>
		+	----
		+	==== Related “Circulation Rules” System & Site Preferences ====
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab]]
		+
		+	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
		+	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]
		+	::* [[Site Preferences: Circulation: Rules: Rules tab]]
		+	::* [[Site Preferences: Circulation: Rules: Receipts tab]]
		+	::* [[Site Preferences: Circulation: Rules: Letters tab]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Rules: Rules tab

2012-05-17T21:23:21Z

← Older revision		Revision as of 21:23, 17 May 2012
Line 63:		Line 63:

	:: '''[[Synchronize Third-Party Billing]]'''—Check this box to synchronize your charges and refunds with a compatible third-party (i.e. not COMPanion) billing systems. For more information on the '''[[Synchronize Third-Party Billing]]''' preference, click '''[[Synchronize Third-Party Billing\|here]]'''.		:: '''[[Synchronize Third-Party Billing]]'''—Check this box to synchronize your charges and refunds with a compatible third-party (i.e. not COMPanion) billing systems. For more information on the '''[[Synchronize Third-Party Billing]]''' preference, click '''[[Synchronize Third-Party Billing\|here]]'''.
		+	<br>
		+	<br>
		+	----
		+	==== Related “Circulation Rules” System & Site Preferences ====
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab]]
		+
		+	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
		+	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]
		+	::* [[Site Preferences: Circulation: Rules: Rules tab]]
		+	::* [[Site Preferences: Circulation: Rules: Receipts tab]]
		+	::* [[Site Preferences: Circulation: Rules: Letters tab]]
	<br>		<br>
	<br>		<br>

Site Preferences: Circulation: Rules: User Interaction tab

2012-05-17T21:22:52Z

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	:: '''Current Patron Alerts'''—When this preference is checked, it will provide an alert when a patron is made current and has fines, overdue items, in-stock holds, upcoming reservations, or other special cases. Mark the box(es) beneath this preference to indicate which event(s) you would like to trigger an alert.		:: '''Current Patron Alerts'''—When this preference is checked, it will provide an alert when a patron is made current and has fines, overdue items, in-stock holds, upcoming reservations, or other special cases. Mark the box(es) beneath this preference to indicate which event(s) you would like to trigger an alert.
		+	<br>
		+	<br>
		+	----
		+	==== Related “Circulation Rules” System & Site Preferences ====
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Rules: Rules tab]]
		+	::* [[System Preferences: Circulation: Rules: Condition Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: Damage Codes tab]]
		+	::* [[System Preferences: Circulation: Rules: In-Transit tab]]
		+
		+	:* '''[[Site Preferences#Circulation Preferences\|Site Preferences]]'''
		+	::* [[Site Preferences: Circulation: Rules: User Interaction tab]]
		+	::* [[Site Preferences: Circulation: Rules: Rules tab]]
		+	::* [[Site Preferences: Circulation: Rules: Receipts tab]]
		+	::* [[Site Preferences: Circulation: Rules: Letters tab]]
	<br>		<br>
	<br>		<br>

Site Preferences: Circulation: Rules: Rules tab

2012-05-17T21:16:23Z

Created page with "== Rules tab == The '''Rules''' tab contains preference options for, among other things, holds and reservations settings. ==== Getting Started: ==== :The '''Getting Started''' s..."

New page

== Rules tab ==
The '''Rules''' tab contains preference options for, among other things, holds and reservations settings.

==== Getting Started: ====
:The '''Getting Started''' sections are intended for new or first time users needing to know which basic and/or rudimentary preferences to set.
::# Click on the '''Rules''' tab; use this tab to set whether or not items may be renewed when there are holds are pending, whether or not to show the patron name in the reservations window and other reservations-connected preferences.
::# Set whether or not to charge late fees on lost or found books, etc.
::# Set the '''Transaction Log Save''' frequency (we recommend '''Daily''').
 
[[Image:Rules Rules tab.jpg|center|This is the System Preferences --> Circulation --> Rules --> Rules tab.]]

:: '''Allow Renewals When Holds Are Pending'''—When checked, this option allows users to renew books which presently have hold requests pending. Default is unchecked.

:: '''Show Patron Name in Reservations Window'''—When unchecked, the patron barcode is displayed in the '''Reservations''' window. When checked, the patron's last name is shown in the '''Reservations''' window instead. Default is checked.

:: '''Allow Reservations to Begin on Closed Dates'''—When checked, this option allows users to place reservations that begin on closed library dates. Default is unchecked.

:: '''Allow Reservations to End on Closed Dates'''—When checked, this option allows users to place reservations that end on closed library dates. Default is unchecked.

:: '''Don't Show Overdue Notice When In Bookdrop Mode'''—When checked, a patron will be automatically fined when an overdue book is dropped.

:: '''Email Librarian on In-Stock Hold'''—When checked, Alexandria / Textbook Tracker will email the librarian(s) when an item status changes to '''In-Stock Hold'''.

:: '''Days to Look Ahead When Checking Out Reservations'''—This sets the number of calendar days that Alexandria / Textbook Tracker looks ahead for reservations when items are checked in. During check in, if a reservation is detected within this specified time period, Alexandria / Textbook Tracker displays a notice for the user. The “'''GG''' ” and “'''GPP''' ” circulation commands also take this date into account before checking reservation items out to patrons. Default is set to '''5''' days.

:: '''Enable Automatic Email Notifications'''—Check this box if you want Alexandria / Textbook Tracker to automatically send email confirmations and notices to patrons. If selected, Alexandria / Textbook Tracker will send email to patrons whom have a valid email address when the following events occur: a hold is placed, a hold expires, an in-stock hold is available, an in-stock hold expires, item becomes overdue, and a recall is issued.

:: To make this option available and to guarantee that your email notifications are being sent, you must have a valid '''Library Email Address''' ''([[System Preferences: System Administration: Site Information#Information Section|Site tab]])'', a valid patron email address ''([[Contact Info tab|Patron Management]])'', text in your '''[[System Preferences: Circulation: Rules#Letters tab|Overdue Notice]]''' letter field, and this '''Enable Automatic Email Notifications''' box checked. Default is '''OFF'''.

:: '''Notify of Upcoming Reservations'''—Send notification email to patrons with upcoming reservations.

:: '''Days to Look Ahead for Reservation Notice'''—This sets the number of calendar days that Alexandria / Textbook Tracker looks ahead when sending out upcoming reservation email notices. Default is set to '''4''' days.

:: '''Charge Late Fees on Lost Books'''—If this option is '''ON''', then late fees continue to accumulate on lost books up to the max fee limit that is set in that item's '''Items''' policy preference. To stop charging fees on a particular item, '''Remove''' the copy or assign it as '''Discarded'''. Default is '''OFF'''.

:: '''Charge Late Fees on Found Books'''—If this option is checked, when a lost item has been located, the patron who last had the book is charged an overdue fine for the period between when the item was lost and when it was found (up to the '''Maximum fine for an overdue item'''). When this box is checked, the '''Refund Lost Item Payment, Charge Overdue Fine''' window appears when a lost item with an overdue fine is found. To stop charging fees on a particular item, remove the copy or assign it to the '''Discarded''' Special Patron. Default is '''OFF'''.

:: '''Returned Lost Item Fine'''—Fine to withhold when refunding the fine for a lost item that has been found.

:: '''Returned Lost Item Fine Amount'''—Amount of fine to withhold when refunding the fine for a lost item that has been found.

:: '''Enable Deferred Refunds'''—If this option is checked, when lost items are located, there will be an option in the dialog box to defer payment of the refund by creating a credit.

:: '''Enable Payment Note Only'''—If this option is checked, when a lost item is checked in and there is a payment due or refund due and the current Alexandria / Textbook Tracker operator does not have payment or refund permissions, they will be allowed to enter a note.

:: '''Transaction Log Save Frequency'''—This preference sets how often the '''Transaction Log''' is saved. Select '''Daily''', '''Weekly''', '''Monthly''' or '''Never'''. Archived logs are placed in the '''Log''' folder, which is located in Alexandria / Textbook Tracker's shared application support folder ''(see [[Where is My Data Folder Located?|Where is My Alexandria / Textbook Tracker Data Folder Located?]]'' for more information)''. Default is '''Weekly'''.

:: Any Librarian Workstation that connects to the main Data Station will also create a '''Log''' folder, where archived logs are saved. The transaction log will contain everything that is displayed in the '''Circulation''' window, and any additional special notes that may be useful. Every Alexandria / Textbook Tracker machine will keep a transaction log that contains a history of everything that has occurred. It can be a valuable document if you want to examine any Workstation's history.

:: The following choices are available:

:::*'''Daily'''—The transaction log is archived at the beginning of each day and is placed in the '''Log''' folder with a name such as '''Circ Log for day 20050120''' (''yyyymmdd'').

:::*'''Weekly'''—The transaction log is archived every week (a week starts on Monday) and is placed in the '''Log''' folder with a name such as '''Circ Log for week 20050120''' (''yyyymmdd'').

:::*'''Monthly'''—The transaction log is archived at the beginning of every month and is placed in the '''Log''' folder with a name such as '''Circ Log for month 200501''' (''yyyymm'').

:::*'''Never'''—The transaction log is saved, but never archived. Under this option, the transaction log can grow to be very large; this can cause difficulty when attempting to search for a specific transaction.

:: '''Commands Require Spaces'''—Checking this box will require that all Alexandria / Textbook Tracker '''Circulation''' window commands (or remote transaction import scripts) have spaces between the actual command and any additional command information. For example, if this box is checked, Alexandria / Textbook Tracker won't be able to recognize the command '''F4.50''' (a charge of four dollars and fifty cents). However, if you enter '''F 4.50''', with a space between the '''F''' and the '''4''', then Alexandria / Textbook Tracker will be able to process the command. This preference exists for schools who use barcodes that start with letters of the alphabet; that, in case they are imported, they are not misinterpreted as Alexandria / Textbook Tracker commands. This preference will be automatically set if you have any barcodes in your database or any temporary item barcodes that start with an alphabetic character.

:: '''Alert for Copies from Different Libraries'''—If you are part of a Central Union, use this drop-down menu play an alert sound and display a warning message when items from different libraries are checked in or inventoried. You can choose to have it always play a sound, never play a sound, or only during check in and inventory.

:: '''[[Synchronize Third-Party Billing]]'''—Check this box to synchronize your charges and refunds with a compatible third-party (i.e. not COMPanion) billing systems. For more information on the '''[[Synchronize Third-Party Billing]]''' preference, click '''[[Synchronize Third-Party Billing|here]]'''.

Site Preferences: Circulation: Rules: Letters tab

2012-05-17T21:15:31Z

Created page with "== Letters tab == Use the '''Letters''' tab to customize the body text of the letters (patron notices) sent from the library. This includes overdue notices, recall messages, etc...."

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== Letters tab ==
Use the '''Letters''' tab to customize the body text of the letters (patron notices) sent from the library. This includes overdue notices, recall messages, etc. Use the drop-down menu to choose the notice to edit.
 
[[Image:Rules Letters tab.jpg|center|This is the System Preferences --> Circulation --> Rules --> Letters tab.]]

Use the '''Restore Default Letter''' button to replace custom text with default text. If you use this button, located in the upper-right corner of the window, it will restore ''all'' of the default letters at once.

: '''Circulation Letter'''—This is the body of the '''Circulation''' letter; the default reads: “The following items are overdue. Please return them to the library as quickly as possible so that others may use these resources.”

: '''In-Stock Hold'''—This is the body of the '''In-Stock''' hold notice; the default reads: “An In-Stock item is being held for you. Please pick it up by the specified date or it will be returned to general circulation.”

: '''Recall'''—This is the body of the '''Recall''' notice; the default reads: “The following item is required at the library. Please return it as quickly as possible.”

: '''Reservation Notice'''—This is the body of the '''Reservation''' notice; the default reads: “Please note that you have a reservation on the following items. Reserved items should be picked up in the morning of the reservation start date and returned by the evening of the due date.”

: '''Overdue Suspension Notice'''—This notice is generated when the '''Days Suspended per Overdue Day''' '''Policies Preference''' has been triggered; the default reads: “Your library privileges have been suspended because the following item has been overdue.”

: '''Patron Suspension Notice'''—This notice is used to inform a patron that their account is suspended; the default reads: “The library has suspended this account. Until the suspension is cleared, items cannot be checked out and holds and reservations cannot be placed. If you have any questions, please contact your library.”

: '''Account Access Information'''—This notice is used to provide patrons with account access information; the default reads: “Here is your barcode, username, and password for accessing the library catalog. This information is necessary for accessing your patron status details which includes a list of items you have checked out and their due dates, holds and reservations you have placed and their expiration dates, and any charges you owe the library. You will need this information to place holds or reservations if you are allowed to do so. You may change your username and password using the Alexandria / Textbook Tracker Researcher application or using the Alexandria / Textbook Tracker Web Catalog.”

: '''Email Signature'''—The default is left blank; use this notice field to make your email signature. Usually, this is the name, address, and phone number of the school library or institution.

: '''Subscription Claim Letter'''—This is the body of the '''Subscription Claim''' letter; the default reads: “Our library has yet to receive one or more issues of the indicated periodicals. Approximate dates for the missing issues are listed below. Please send us the missing issues in a timely manner.”

: '''Circulation Notice'''—This is the body of the '''Circulation''' notice; the default reads: “The following items are overdue. Please return them to the library as quickly as possible so that others may use these resources.”

: '''Circulation Notice Email Subject'''—“Notice from your Library.”
==== Step by Step: Customizing Your Letters ====
: To replace or modify the body copy of a text notification/letter:
::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.
::# Click on the '''Rules''' icon in the '''Circulation''' section of the '''System Preferences''' window.
::# Click on the '''Letters''' tab.
::# Select the notice to be changed using the '''Letter''' drop-down menu.
::# Select (or highlight) the text to be modified and press '''<delete>'''.
::# Replace, modify, or enter the desired text.
::# Click on '''Save''' to keep your changes or '''Revert''' to abort them.
::# The default body copy text can be restored to ''all'' messages using the '''Restore Default Letter''' button; however, operators must realize that the restoration is for ''all'' letter types, not just one.

Site Preferences: Circulation: Rules: Receipts tab

2012-05-17T21:14:57Z

Created page with "== Receipts tab == Use the '''Receipts''' tab to configure when you want to have receipts automatically printed. Of course, you can always use the “'''D'''” or “'''QP'''”..."

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== Receipts tab ==
Use the '''Receipts''' tab to configure when you want to have receipts automatically printed. Of course, you can always use the “'''D'''” or “'''QP'''” command to print transaction receipts.

[[Image:Rules Receipts tab.jpg|center|This is the System Preferences --> Circulation --> Rules --> Receipts tab.]]

: '''Always Print Receipts on Check Out'''—When checked, Alexandria / Textbook Tracker 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 / Textbook Tracker 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'''” or “'''QP'''” command in the '''Circulation''' window at the end of a transaction.

: '''Always Print Receipts for Renewals'''—When checked, Alexandria / Textbook Tracker 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 '''OFF''', receipts can be printed manually using the '''<D> ''' command in the '''Circulation''' window at the end of a transaction.

: '''Default is Print for In-Stock Hold Receipts'''—When checked, Alexandria / Textbook Tracker will automatically print a receipt when an item becomes an in-stock hold.

: '''Default is Print for Payments and Refunds Receipts'''—When checked, Alexandria / Textbook Tracker will automatically print receipts for payments and refunds.

Site Preferences: Circulation: Rules: User Interaction tab

2012-05-17T21:14:27Z

Created page with "==== Getting Started: ==== :The '''Getting Started''' sections are intended for new or first time users needing to know which basic and/or rudimentary preferences to set. ::# Sel..."

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==== Getting Started: ====
:The '''Getting Started''' sections are intended for new or first time users needing to know which basic and/or rudimentary preferences to set.
::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.
::# Click on the '''Rules''' icon in the '''Circulation''' section of the '''System Preferences''' window.
::# Click on the '''User Interaction''' tab.
::# Decide whether or not you would like to display the '''Patron Lexile''' levels.
::# The most important preference on this tab is the '''Check Out Options'''; COMPanion suggests that this be set to '''Allow check in with confirmation during checkout'''.
 
[[Image:Rules User Interaction tab.jpg|center|This is the System Preferences --> Circulation --> Rules --> User Interaction tab.]]

:: '''Clear Patron and Item Panes on Timeout'''—When this box is checked, the current patron and item cards (i.e. panes) of the main '''Circulation''' window will be cleared after a certain amount of idle time; the '''Minutes Before Timeout''' field specifies this amount.

:: '''Minutes Before Timeout'''—This field will appear grayed out unless you have '''Clear Patron and Item Panes on Timeout'''checked. Provide the amount of idle time (in minutes) to wait before Alexandria / Textbook Tracker clears the current patron/item from the main '''Circulation''' window.

:: '''Also Clear Transaction Log on Timeout'''—This checkbox will appear grayed out unless you have '''Clear Patron and Item Panes on Timeout''' checked. When this box is checked, the '''Transaction Log''' will also be cleared when the current patron/item are cleared.

:: '''Display Patron Lexile'''—When this box is checked, it will display a patron's Lexile measurement in the current patron section of the '''Circulation''' window, Researcher Workstation, etcetera ''(for more information, please review the “[[Lexiles]]” section)''.

:: '''Display Patron Reading Level'''—When this box is checked, it will display a patron's reading level in the current patron section of the '''Circulation''' window, Researcher Workstation, etcetera ''(for more information, please review the “[[Personal Info tab|Reading Level]]” section)''.

:: '''Check Out Options'''—This drop-down menu allows users to change the functionality of Alexandria / Textbook Tracker's '''Check In/Out''' mode. When '''Allow check in with confirmation during check out''' is selected, Alexandria / Textbook Tracker will not allow a book to be checked in during '''Check In/Out''' mode without user confirmation. When set to '''Don't allow check in during check out''', Alexandria / Textbook Tracker won't allow any items to be checked in. However, this setting only applies when the current patron has already checked the item out and processing the same barcode would check it back in; it does ''not'' apply when another patron has the item checked out. There are three options from which to select:
:::*'''Allow check in during check out'''—If Alexandria / Textbook Tracker is in '''Check Out''' mode, this option allows items to be checked-in or bookdropped using the '''Circulation''' window without requiring operator confirmation.
:::*'''Allow check in with confirmation during check out'''—If you try to check in an item (or items) while the ''' Circulation''' window is in '''Check Out''' mode, Alexandria / Textbook Tracker will require verification (if you wish to check in or renew) before checking-in or renewing any items.
:::*'''Don't allow check in during check out'''—This selection will not allow items to be checked in while Alexandria / Textbook Tracker's '''Circulation''' window is in the '''Check Out ''' mode. For example, your library may require separate Workstations, some that only allow items to be checked in and others that only allow items to be checked out.

:: '''Transaction Log Font Size'''—Use this drop-down menu to set how large (or how small) you would like the text to appear in the '''Circulation''' window's '''Transaction Log'''. You may choose from '''18''', '''16''', '''14''', '''12''', or '''10''' point size. Default is '''12'''.

:: '''Current Patron Alerts'''—When this preference is checked, it will provide an alert when a patron is made current and has fines, overdue items, in-stock holds, upcoming reservations, or other special cases. Mark the box(es) beneath this preference to indicate which event(s) you would like to trigger an alert.

System Preferences: Circulation: Rules: Rules tab

2012-05-17T21:13:45Z

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System Preferences: Circulation: Rules: In-Transit tab

2012-05-17T21:12:53Z

Created page with "== In Transit tab == For those using the Central Union system, set the '''In Transit''' periods required on this tab. [[Image:Rules In Transit tab.jpg|center|This is the System ..."

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== In Transit tab ==
For those using the Central Union system, set the '''In Transit''' periods required on this tab.

[[Image:Rules In Transit tab.jpg|center|This is the System Preferences --> Circulation --> Rules --> In Transit tab.]]

Use the '''In Transit''' tab to set the default time period (in days) to allow for items “in transit” or “in-stock” before showing up in the '''In Transit - Late In Arriving''' report.

: '''Average In Transit Period'''—Use this field to set the time period (in days) that you wish to allow items to be delivered from one school to another. Default is '''7'''.

: '''In-Stock Hold Period'''—For items sent to a school for the '''In Transit''' patron, the time period (days) that items will be held on '''In-Stock Hold''' after they have been delivered. This does not apply to items sent to a school to be placed on '''In-Stock Hold''' for other patrons. Default is '''7'''.

System Preferences: Circulation: Rules: Damage Codes tab

2012-05-17T21:12:40Z

Created page with "== Damage Codes tab == This tab allows operators to add, edit, or remove a list of user-defined damage codes. '''Damage Codes''' can be applied from the main '''Circulation''' wi..."

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== Damage Codes tab ==
This tab allows operators to add, edit, or remove a list of user-defined damage codes. '''Damage Codes''' can be applied from the main '''Circulation''' window if you have a current patron and item active by typing “''DL''” in the command line.

[[Image:Rules Damage Codes tab.jpg|center|This is the System Preferences --> Circulation --> Rules --> Damage Codes tab.]]

:There are three possible selections, including those which are available from the '''Actions''' drop-down menu:

::'''Add'''—Click the '''Add''' (“'''+'''”) button to open the '''Add Damage Code''' window, which allows you to create and save a new item '''Damage Code'''. You can specify the the '''Damage Code''' short code (eleven characters long), '''Description''', and '''Fine''' associated with the damage code. The '''Add Damage Code''' selection is also available from the '''Actions''' (represented by a gear/cog icon) drop-down menu.

::'''Edit Damage Codes'''—Opens the '''Edit Damage Code''' window, which allows you make changes to a saved '''Damage Code'''. You can change the '''Damage Code''' short code (eleven characters long), '''Description''', and '''Fine''' associated with the damage code.

::'''Remove'''—Click the '''Remove''' (“'''—'''”) button to remove the selected (highlighted) '''Damage Code'''. A validation window will appear asking if you are sure you would like to remove the '''Damage Code'''; click '''Yes''' to continue or '''No''' to abort. The '''Remove Damage Code''' selection is also available from the '''Actions''' (represented by a gear/cog icon) drop-down menu.

System Preferences: Circulation: Rules: Condition Codes tab

2012-05-17T21:12:32Z

Created page with "== Condition Codes tab == The '''Condition Codes''' tab allows users to select from a list of user-defined condition codes. After a condition code has been created, you can enter..."

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== Condition Codes tab ==
The '''Condition Codes''' tab allows users to select from a list of user-defined condition codes. After a condition code has been created, you can enter the '''Change Condition''' ('''“CL” {condition code}''') mode in the main '''Circulation''' window. When you are in this mode, every item barcode you input into the command line (or scan) will have the selected condition code applied. You may also use this command in conjunction with the “''RR''” command.

[[Image:Rules Condition Codes tab.jpg|center|This is the System Preferences --> Circulation --> Rules --> Condition Codes tab.]]

The bottom portion of the '''Condition Codes''' tab allows you to remove, add, edit, revert, and save item '''Condition Codes'''. These codes most often describe items in best to worst condition. You can apply a '''Condition Code''' to a item under the '''Copy Information''' section of the '''Item Management''' window. '''Condition Codes''' can only be four characters long. The '''Edit Condition''' button that appears in this window allows users to apply condition codes to particular copies.

:There are four possible preference selections, including those which are available from the '''Actions''' drop-down menu:

::'''Add'''—Click the '''Add''' (“'''+'''”) button to open the '''Add Condition Code''' window, which allows you to create and save a new item '''Condition Code'''. You can specify the the '''Condition Code''' short code (four characters long), '''Description''', and '''Fine''' associated with the condition code. The '''Add Condition Code''' selection is also available from the '''Actions''' (represented by a gear/cog icon) drop-down menu.

::'''Edit Damage Codes'''—Opens the '''Edit Condition Code''' window, which allows you make changes to a saved '''Condition Code'''. You can change the '''Condition Code''' short code (four characters long), '''Description''', and '''Notes''' pertaining to the condition code.

::'''Remove'''—Click the '''Remove''' (“'''—'''”) button to remove the selected (highlighted) '''Condition Code'''. A validation window will appear asking if you are sure you would like to remove the '''Condition Code'''; click '''Yes''' to continue or '''No''' to abort. The '''Remove Condition Code''' selection is also available from the '''Actions''' (represented by a gear/cog icon) drop-down menu.

:: '''Default Condition'''—This drop-down menu allows the user to set default '''Copy Condition''' code(s) and descriptions. Users may choose from these default conditions: '''New Book''', '''Used Book in Excellent Condition''', '''Used Book in Satisfactory Condition''', '''Used Book in Poor Condition''', '''Replace this item-not usable''', '''Scheduled to be discarded''', and '''Unknown'''. These default conditions, with the exception of the '''Unknown''' copy condition, can be removed or renamed. If a copy condition code that has been previously applied to an item is later deleted, those item’s condition codes will default to the '''Unknown''' condition. Those items whose condition code has been renamed will retain the same copy condition code information and accommodate the new name.

System Preferences: Circulation: Policies - Item Policies

2012-05-17T20:03:27Z

System Preferences: Circulation: Policies - Patron Policies

2012-05-17T20:02:48Z

Step by Step: Removing a Patron Policy:

System Preferences: Circulation: Policies - Exceptions

2012-05-17T20:00:48Z

← Older revision		Revision as of 20:00, 17 May 2012
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	When the '''Exceptions'''button is yellow, you know that there must be an exception involing your item and patron policies. The yellow '''Alert''' icon (i.e. warning signs) that appear in the '''Policies''' tabs inform you as to where your exceptions are located. If you were to swith to a policy that has no exceptions, the '''Exceptions'''button would not be yellow and there would be no '''Alert''' icons.		When the '''Exceptions'''button is yellow, you know that there must be an exception involing your item and patron policies. The yellow '''Alert''' icon (i.e. warning signs) that appear in the '''Policies''' tabs inform you as to where your exceptions are located. If you were to swith to a policy that has no exceptions, the '''Exceptions'''button would not be yellow and there would be no '''Alert''' icons.

-	To remove exceptions, click the '''Exceptions'''button and then the '''Actions''' ~~menu~~ (i.~~e. gear icon~~) located at the bottom of the '''Patron''' policy section (on the left) or the '''Item''' policy section (on the right). Here you can choose to remove ''any'' selected or ''all'' patron or item exceptions depending on which '''Actions''' menu you selected.	+	To remove exceptions, click the '''Exceptions'''button and then the '''Actions''' (“[[image:Actions Icon.jpg]]”) drop-down menu located at the bottom of the '''Patron''' policy section (on the left) or the '''Item''' policy section (on the right). Here you can choose to remove ''any'' selected or ''all'' patron or item exceptions depending on which '''Actions''' (“[[image:Actions Icon.jpg]]”) drop-down menu you selected.
	<br>		<br>

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	::# From the drop-down menu, select the '''Patron Policy''' and '''Item Policy''' that, when combined, contain the policy exceptions that you would like to remove.		::# From the drop-down menu, select the '''Patron Policy''' and '''Item Policy''' that, when combined, contain the policy exceptions that you would like to remove.
	::# Click the '''Exceptions''' button (it should turn red).		::# Click the '''Exceptions''' button (it should turn red).
-	::# Once in '''Exceptions Mode''', use the '''Actions''' drop-down menu to remove policy exceptions using one of the following three selections:	+	::# Once in '''Exceptions Mode''', use the '''Actions''' (“[[image:Actions Icon.jpg]]”) drop-down menu to remove policy exceptions using one of the following three selections:
-	::::*'''Remove Selected Exception'''—Go through the various '''Policies''' tabs ('''Check Out''', '''Overdue''', '''Hold''', '''Reservation''', and '''Other'''); place your cursor on (or in) the red, outlined fields, drop-down menus, and checkboxes and select the '''Remove Selected Exception''' from the '''Actions''' drop-down menu.	+	::::*'''Remove Selected Exception'''—Go through the various '''Policies''' tabs ('''Check Out''', '''Overdue''', '''Hold''', '''Reservation''', and '''Other'''); place your cursor on (or in) the red, outlined fields, drop-down menus, and checkboxes and select the '''Remove Selected Exception''' from the '''Actions''' (“[[image:Actions Icon.jpg]]”) drop-down menu.
-	::::*'''Remove Patron'''/'''Item Exceptions'''—Depending on your selection, this will remove ''all'' of the '''Patron''' or '''Item''' policy exceptions. For example, selecting '''Remove Patron Exceptions''' from the '''Actions''' drop-down menu in the lower-left hand side of the '''Patron Policy''' section will clear ''all'' of the patron policy exceptions (fields, drop-down menus, and/or checkboxes outlined in red) from the selected '''Patron Policy'''.	+	::::*'''Remove Patron'''/'''Item Exceptions'''—Depending on your selection, this will remove ''all'' of the '''Patron''' or '''Item''' policy exceptions. For example, selecting '''Remove Patron Exceptions''' from the '''Actions''' (“[[image:Actions Icon.jpg]]”) drop-down menu in the lower-left hand side of the '''Patron Policy''' section will clear ''all'' of the patron policy exceptions (fields, drop-down menus, and/or checkboxes outlined in red) from the selected '''Patron Policy'''.
	::::*'''Remove All Exceptions'''—This selection will remove all the '''Patron''' and '''Item''' exceptions from the selected '''Patron''' and '''Item Policy'''.		::::*'''Remove All Exceptions'''—This selection will remove all the '''Patron''' and '''Item''' exceptions from the selected '''Patron''' and '''Item Policy'''.
	:: When you have successfully removed your exceptions, click the '''Save''' button.		:: When you have successfully removed your exceptions, click the '''Save''' button.
Line 68:		Line 68:
	<br>		<br>
	----		----
-	==== Related ~~Policy Topics~~ ====	+	==== Related “Policies” System Preferences ====
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Policies: Check Out tab\|Check Out tab]]
		+	::* [[System Preferences: Circulation: Policies: Overdue tab\|Overdue tab]]
		+	::* [[System Preferences: Circulation: Policies: Hold tab\|Hold tab]]
		+	::* [[System Preferences: Circulation: Policies: Reservation tab\|Reservation tab]]
		+	::* [[System Preferences: Circulation: Policies: Other tab\|Other tab]]
		+
	:* [[System Preferences: Circulation: Policies - Patron Policies\|Patron Policies]]		:* [[System Preferences: Circulation: Policies - Patron Policies\|Patron Policies]]
	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]		:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]		:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Policies - Item Policies

2012-05-17T19:59:23Z

System Preferences: Circulation: Policies - Patron Policies

2012-05-17T19:59:16Z

Why Do We Need Policies?

2012-05-17T19:58:51Z

← Older revision		Revision as of 19:58, 17 May 2012
(10 intermediate revisions not shown)
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	!bgcolor="lightyellow"\|'''- Did you mean...? -'''		!bgcolor="lightyellow"\|'''- Did you mean...? -'''
	\|-		\|-
-	\|bgcolor="lightyellow"\|For more specialized information on how to use the '''Policies''' system preference window, please refer to the '''[[System Preferences: Circulation: Policies~~#System Preferences~~: ~~Circulation: Policies~~\|Policies ~~System Preferences~~]]''' section.	+	\|bgcolor="lightyellow" style="text-align: center"\|For more specialized information on how to use the '''Policies''' system preference window,<br>please refer to the '''[[System Preferences: Circulation: Policies: Check Out tab\|Policies]]''' System Preferences section.
	\|}		\|}
	<br>		<br>
-	Although you may feel that your needs will be satisfied by the barest, basic statistical data such as number of items checked out for the week, month, or year—you may not realize the powerful statistics that Alexandria can provide. We would like to pose a few thought-provoking questions for you to consider:	+	:Although you may feel that your needs will be satisfied by the barest, basic statistical data such as number of items checked out for the week, month, or year—you may not realize the powerful statistics that Alexandria and Textbook Tracker can provide. We would like to pose a few thought-provoking questions for you to consider:

-	* What role do statistics play in your library or district?	+	::* What role do statistics play in your library or district?
-	* Will you be referring to the statistical data that Alexandria gathers for you?	+	::* Will you be referring to the statistical data that Alexandria and Textbook Tracker gathers for you?
-	* Would more detailed statistics be beneficial to you and how?	+	::* Would more detailed statistics be beneficial to you and how?
-	* Is there a way to achieve ''very'' detailed statistical data?	+	::* Is there a way to achieve ''very'' detailed statistical data?
	<br>		<br>
		+
	== Statistical Reports ==		== Statistical Reports ==
		+	:Alexandria and Textbook Tracker have many statistical report options available. The '''Super Summary''' report details an amazing amount of statistical data about your collection — number of titles and copies, value, number or lost and discarded copies, collection age, and collection usage — by call number, item policy, and medium. Other reports will show the number of items checked out, renewed, checked in and the number of holds placed in a certain time period. All these are extremely useful statistics; however, there is an additional feature of Alexandria and Textbook Tracker that provides statistics based on combinations of patron and item policies.

-	Alexandria has many statistical report options available. The '''Super Summary''' report details an amazing amount of statistical data about your collection — number of titles and copies, value, number or lost and discarded copies, collection age, and collection usage — by call number, item policy, and medium. Other reports will show the number of items checked out, renewed, checked in and the number of holds placed in a certain time period. All these are extremely useful statistics; however, there is an additional feature of Alexandria that provides statistics based on combinations of patron and item policies.	+	:Using grouped patron and item policies generates statistical data that will empower you to view your collection and users with fresh eyes. For instance, a circulation of 3,615 items for the month may sound very impressive, but if you were able to compare the usage of one grade to another grade, you might be surprised by the results. Further, looking at the usage of one patron group compared to another in a particular area of your library collection could also be very informative.
-		+
-	Using grouped patron and item policies generates statistical data that will empower you to view your collection and users with fresh eyes. For instance, a circulation of 3,615 items for the month may sound very impressive, but if you were able to compare the usage of one grade to another grade, you might be surprised by the results. Further, looking at the usage of one patron group compared to another in a particular area of your library collection could also be very informative.	+
-		+
-	For instance, if you were to use a combination of patron and item policies to see how many biographies were being checked out by eighth graders (since a biography unit is part of their core curriculum) and you discover that absolutely no eighth graders had checked out biographies right before the end of the school year—what could you do? You can take a very close look at your biographies to determine if the reading level is too low, too high, or is ''so'' outdated that the students do not recognize the names of the people whose biographies you have.	+

		+	:For instance, if you were to use a combination of patron and item policies to see how many biographies were being checked out by eighth graders (since a biography unit is part of their core curriculum) and you discover that absolutely no eighth graders had checked out biographies right before the end of the school year—what could you do? You can take a very close look at your biographies to determine if the reading level is too low, too high, or is ''so'' outdated that the students do not recognize the names of the people whose biographies you have.
		+	<br>

	=== Setting Policies to Achieve Meaningful Statistics ===		=== Setting Policies to Achieve Meaningful Statistics ===
		+	:Alexandria and Textbook Tracker comes with two standard patron policies—'''Standard Patron''' and '''System Patron'''—and two standard item policies—'''Standard Item''' and '''System Item'''.

-	~~Alexandria comes with two standard patron policies—~~'''~~Standard Patron~~''' ~~and~~ '''~~System Patron~~'''~~—and two standard item policies—~~'''~~Standard Item~~''' and '''~~System Item~~'''.	+	:'''System Patrons'''/'''Items''' are used by Alexandria and Textbook Tracker to set '''Lost''' and '''Discarded''' copies, etc.

-	'''~~System Patrons~~'''/'''~~Items~~''' ~~are used by Alexandria to set~~ '''~~Lost~~''' and '''~~Discarded~~''' ~~copies, etc~~.	+	:Most operators will establish their own policies. Generally, these are kept very simple such as '''Student''' and '''Teacher''' or '''Book''' and '''Reference'''. Let's look at how we can make these policies provide more meaningful statistics.

-	~~Most operators will establish their own~~ policies. ~~Generally~~, ~~these are kept very simple such as~~ '''~~Student~~''' and '''~~Teacher~~''' or '''~~Book~~''' ~~and~~ '''~~Reference~~'''. Let's ~~look at how we can make these~~ policies ~~provide more meaningful statistics~~.	+	:To achieve greater detail in your statistics, we suggest a policy (or '''Stat Group''' <ref>A '''Stat Group''' is a way to group policies for statistical reporting.</ref>) for each specific group of patrons or items that you wish to follow. In a school setting, this might be a policy for each grade or even each grade/gender (e.g. '''6th Grade Girls'''); however, a public library might want to follow users from a geographical area and/or age (e.g. '''Norton Township''' or '''Norton Township Adults''' /'''Children'''). Even if the circulation privileges of the group are the same as other groups, you should still create policies that are going to identify the patron groups you wish to follow. With more detail-specific policies, you can now see how many items are being checked out by each of these patron groups. Let's take this idea a bit further by providing more detail in your item policies.

-	~~To achieve greater detail in~~ your ~~statistics, we suggest a policy (or '''Stat Group''' <ref>A '''Stat Group''' is a way to group~~ policies ~~for statistical reporting.</ref>) for each specific group of patrons or items that you wish~~ to follow. In a school setting, this might be a policy for each grade or even each grade/gender (e.g. '''6th Grade Girls'''); however, a public library might want to follow users from a geographical area and/or age (e.g. '''Norton Township''' or '''Norton Township Adults''' /'''Children'''). Even if the ~~circulation privileges~~ of the ~~group are the same as other groups~~, ~~you should still create policies that are going to identify the patron groups you wish to follow. With more detail~~-~~specific policies~~, ~~you can now see how many items are being checked out by each of these patron groups. Let's take this idea a bit further by providing more detail in your item policies~~.	+	:Perhaps you've set your item policies to general groups based upon the length of the checkout period: books for two weeks, reference with no circulation, audio-visual for one week, etc.

-	~~Perhaps~~ you'~~ve set~~ your ~~item~~ policies ~~to general groups based upon the length~~ of the ~~checkout period: books for two weeks~~, ~~reference with no circulation~~, ~~audio-visual for one week~~, etc.	+	:Let's break this down a bit more. True, you could have a '''Fiction''' and a '''Non-Fiction''' policy instead, but consider being even ''' more''' detailed in setting your policies; instead of just '''Non-Fiction''', think of the benefits of having a '''000s''' policy, a '''100s''' policy, a '''200s''' policy, etc.

-	~~Let's break this down a bit more. True~~, ~~you could have a '''Fiction''' and a '''Non-Fiction''' policy instead, but consider being even ''' more''' detailed in setting~~ your ~~policies; instead of just~~ '''~~Non-Fiction~~'~~'', think of the benefits of having a '''000s''' policy, a '''100s''' policy, a '''200s''' policy, etc~~.	+	:Now, your statistics become ''very'' useful.

-	~~Now, your statistics become ''very'' useful.~~	+	:So, what exactly is a '''Standard Item''' and who is a '''Standard Patron'''? All of a sudden, these designations seem much less useful when compared to the other statistics mentioned above. Just think about how much more valuable these statistics could be if '''Non-Fiction''' was divided by the major divisions of the Dewey Decimal system.
-		+
-	So, what exactly is a '''Standard Item''' and who is a '''Standard Patron'''? All of a sudden, these designations seem much less useful when compared to the other statistics mentioned above. Just think about how much more valuable these statistics could be if '''Non-Fiction''' was divided by the major divisions of the Dewey Decimal system.	+
	<br>		<br>
		+	<br>
		+	----
		+	==== Related “Policies” System Preferences ====
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Policies: Check Out tab\|Check Out tab]]
		+	::* [[System Preferences: Circulation: Policies: Overdue tab\|Overdue tab]]
		+	::* [[System Preferences: Circulation: Policies: Hold tab\|Hold tab]]
		+	::* [[System Preferences: Circulation: Policies: Reservation tab\|Reservation tab]]
		+	::* [[System Preferences: Circulation: Policies: Other tab\|Other tab]]

		+	:* [[System Preferences: Circulation: Policies - Patron Policies\|Patron Policies]]
		+	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
		+	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
		+	<br>
		+	<br>
		+	----
	====Notes, Footnotes, and/or References====		====Notes, Footnotes, and/or References====
	<references/>		<references/>
		+	<br>
		+	<br>

System Preferences: Circulation: Policies: Other tab

2012-05-17T19:38:38Z

Related “Policies” System Preferences:

← Older revision		Revision as of 19:38, 17 May 2012
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	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]		:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]		:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Policies: Reservation tab

2012-05-17T19:37:19Z

Related “Policies” System Preferences:

← Older revision		Revision as of 19:37, 17 May 2012
Line 35:		Line 35:
	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]		:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]		:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Policies: Hold tab

2012-05-17T19:36:46Z

Related “Policies” System Preferences:

← Older revision		Revision as of 19:36, 17 May 2012
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	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]		:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]		:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Policies: Overdue tab

2012-05-17T19:36:37Z

Related “Policies” System Preferences:

← Older revision		Revision as of 19:36, 17 May 2012
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	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]		:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]		:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
	<br>		<br>
	<br>		<br>

System Preferences: Circulation: Policies: Check Out tab

2012-05-17T19:36:26Z

Related “Policies” System Preferences:

← Older revision		Revision as of 19:36, 17 May 2012
Line 75:		Line 75:
	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]		:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]		:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
	<br>		<br>
	<br>		<br>

Category:Policies Preferences

2012-05-17T19:34:41Z

Created page with "__notoc__"

New page

__notoc__

System Preferences: Circulation: Policies: Other tab

2012-05-17T19:34:17Z

Related “Policies” System Preferences:

← Older revision		Revision as of 19:34, 17 May 2012
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	::* [[System Preferences: Circulation: Policies: Reservation tab\|Reservation tab]]		::* [[System Preferences: Circulation: Policies: Reservation tab\|Reservation tab]]
	::* [[System Preferences: Circulation: Policies: Other tab\|Other tab]]		::* [[System Preferences: Circulation: Policies: Other tab\|Other tab]]
		+
		+	:* [[System Preferences: Circulation: Policies - Patron Policies\|Patron Policies]]
		+	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
		+	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
	<br>		<br>
	<br>		<br>

← Older revision		Revision as of 19:59, 17 May 2012
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	----		----

-	==== Related ~~Policy Topics~~ ====	+	==== Related “Policies” System Preferences ====
-	:* [[System Preferences: Circulation: Policies\|~~Setting~~ System Policies]]	+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Policies: Check Out tab\|Check Out tab]]
		+	::* [[System Preferences: Circulation: Policies: Overdue tab\|Overdue tab]]
		+	::* [[System Preferences: Circulation: Policies: Hold tab\|Hold tab]]
		+	::* [[System Preferences: Circulation: Policies: Reservation tab\|Reservation tab]]
		+	::* [[System Preferences: Circulation: Policies: Other tab\|Other tab]]
		+
	:* [[System Preferences: Circulation: Policies - Patron Policies\|Patron Policies]]		:* [[System Preferences: Circulation: Policies - Patron Policies\|Patron Policies]]
	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]		:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]		:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
	<br>		<br>
	<br>		<br>

← Older revision		Revision as of 19:59, 17 May 2012
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	<br>		<br>
	----		----
-	==== Related ~~Policy Topics~~ ====	+	==== Related “Policies” System Preferences ====
		+	:* '''[[System Preferences#Circulation Preferences\|System Preferences]]'''
		+	::* [[System Preferences: Circulation: Policies: Check Out tab\|Check Out tab]]
		+	::* [[System Preferences: Circulation: Policies: Overdue tab\|Overdue tab]]
		+	::* [[System Preferences: Circulation: Policies: Hold tab\|Hold tab]]
		+	::* [[System Preferences: Circulation: Policies: Reservation tab\|Reservation tab]]
		+	::* [[System Preferences: Circulation: Policies: Other tab\|Other tab]]
		+
	:* [[System Preferences: Circulation: Policies - Patron Policies\|Patron Policies]]		:* [[System Preferences: Circulation: Policies - Patron Policies\|Patron Policies]]
	:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]		:* [[System Preferences: Circulation: Policies - Item Policies\|Item Policies]]
	:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]		:* [[System Preferences: Circulation: Policies - Exceptions\|Policy Exceptions]]
		+
		+	:* [[Why Do We Need Policies?]]
	<br>		<br>
	<br>		<br>

← Older revision		Revision as of 20:03, 17 May 2012
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	::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.		::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.
	::# Click on the '''Policies''' icon in the '''Circulation ''' section of the '''System Preferences''' window.		::# Click on the '''Policies''' icon in the '''Circulation ''' section of the '''System Preferences''' window.
-	::# Click the '''Add''' (~~'''~~“+”~~'''~~) button in the lower-left hand side of the '''Item''' policy section. [[Image:Add Item Policy Window.jpg\|center\|This is the the '''Add Item Policy''' window.]]	+	::# Click the '''Add''' (“[[image:Add Icon.jpg]]”) button in the lower-left hand side of the '''Item''' policy section. [[Image:Add Item Policy Window.jpg\|center\|This is the the '''Add Item Policy''' window.]]
	::# Enter the new '''Item Policy Name'''<ref>This name will appear in the '''Policy''' drop-down menu of the '''Item Management''' window; this name also appears in patron selections and on various reports and utilities. Keep the '''Item Policy Name''' descriptive enough to know what to choose when performing reports and making selections, but not long enough to hinder their usage.</ref> and '''Item Policy Short Code'''<ref>The '''Item Policy Short Code''' is a 4-digit code generally used when importing, changing policies from the '''Circulation''' window, and on statistics reports when the long name would hinder formatting of the reports.</ref> and optional '''Stat Group''' in the fields provided.		::# Enter the new '''Item Policy Name'''<ref>This name will appear in the '''Policy''' drop-down menu of the '''Item Management''' window; this name also appears in patron selections and on various reports and utilities. Keep the '''Item Policy Name''' descriptive enough to know what to choose when performing reports and making selections, but not long enough to hinder their usage.</ref> and '''Item Policy Short Code'''<ref>The '''Item Policy Short Code''' is a 4-digit code generally used when importing, changing policies from the '''Circulation''' window, and on statistics reports when the long name would hinder formatting of the reports.</ref> and optional '''Stat Group''' in the fields provided.
	::# Make a selection from the ''' Defaults from''' drop-down menu and then press ''<enter>'' or click '''OK'''; the new policy will take its defaults from whatever is selected from this drop-down menu.		::# Make a selection from the ''' Defaults from''' drop-down menu and then press ''<enter>'' or click '''OK'''; the new policy will take its defaults from whatever is selected from this drop-down menu.
Line 41:		Line 41:
	::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.		::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.
	::# Click on the '''Policies''' icon in the '''Circulation ''' section of the '''System Preferences''' window.		::# Click on the '''Policies''' icon in the '''Circulation ''' section of the '''System Preferences''' window.
-	::# Click the '''Add''' (“~~'''+'''~~”) button in the lower-left hand side of the '''Item Policy''' policy section.	+	::# Click the '''Add''' (“[[image:Add Icon.jpg]]”) button in the lower-left hand side of the '''Item Policy''' policy section.
	::# Enter the new '''Item Policy Name''' and '''Item Policy Short Code''' and select an optional '''Stat Group''' in the fields provided.		::# Enter the new '''Item Policy Name''' and '''Item Policy Short Code''' and select an optional '''Stat Group''' in the fields provided.
	::# Make a selection from the '''Defaults from''' drop-down menu and then press '''<enter>''' or click '''OK'''; the new policy will duplicate the values of whatever is selected from this drop-down menu.		::# Make a selection from the '''Defaults from''' drop-down menu and then press '''<enter>''' or click '''OK'''; the new policy will duplicate the values of whatever is selected from this drop-down menu.
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	::# Click on the '''Policies''' icon in the '''Circulation''' section of the '''System Preferences''' window.		::# Click on the '''Policies''' icon in the '''Circulation''' section of the '''System Preferences''' window.
	::# Select the policy that you would like to remove from the '''Item Policy''' drop-down menu.		::# Select the policy that you would like to remove from the '''Item Policy''' drop-down menu.
-	::# Click the '''Remove''' (“~~'''-'''~~”) button in the lower-left hand side of the '''Item Policy''' section.	+	::# Click the '''Remove''' (“[[image:Remove Icon.jpg]]”) button in the lower-left hand side of the '''Item Policy''' section.
	::# Click '''Remove''' on the confirmation window when it asks if you are sure you want to remove the item policy.		::# Click '''Remove''' on the confirmation window when it asks if you are sure you want to remove the item policy.

← Older revision		Revision as of 20:02, 17 May 2012
(2 intermediate revisions not shown)
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	!bgcolor="lightblue"\|'''- NOTE -'''		!bgcolor="lightblue"\|'''- NOTE -'''
	\|-		\|-
-	\|bgcolor="lightblue"\|Using the '''Restore From Defaults''' selection from the '''Actions''' menu is independent from the current ''' Policy''' mode. For instance, if you use '''Restore From Defaults''' while in '''Exceptions Mode''', it will create exceptions for any value that has been modified. Restoring defaults will revert the policy fields, drop-down menus, or checkboxes to the values that were provided when the policy was initially created.	+	\|bgcolor="lightblue"\|Using the '''Restore From Defaults''' selection from the '''Actions''' (“[[image:Actions Icon.jpg]]”) drop-down menu is independent from the current ''' Policy''' mode. For instance, if you use '''Restore From Defaults''' while in '''Exceptions Mode''', it will create exceptions for any value that has been modified. Restoring defaults will revert the policy fields, drop-down menus, or checkboxes to the values that were provided when the policy was initially created.
	\|}		\|}

Line 18:		Line 18:
	::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.		::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.
	::# Click on the '''Policies''' icon in the '''Circulation ''' section of the '''System Preferences''' window.		::# Click on the '''Policies''' icon in the '''Circulation ''' section of the '''System Preferences''' window.
-	::# Click the '''Add''' (“~~'''+'''~~”) button in the lower-left hand side of the '''Patron''' policy section. [[Image:Add Patron Policy Window.jpg\|center\|This is the the '''Add Patron Policy''' window.]]	+	::# Click the '''Add''' (“[[image:Add Icon.jpg]]”) button in the lower-left hand side of the '''Patron''' policy section. [[Image:Add Patron Policy Window.jpg\|center\|This is the the '''Add Patron Policy''' window.]]
	::# Enter the new '''Patron Policy Name'''<ref>This name will appear in the '''Policy''' drop-down menu of the '''Patron Management''' window; this name also appears in patron selections and on various reports and utilities. Keep the '''Patron Policy Name''' descriptive enough to know what to choose when performing reports and making selections, but not long enough to hinder their usage.</ref> and '''Patron Policy Short Code'''<ref>The '''Patron Policy Short Code''' is a 4-digit code generally used when importing, changing policies from the '''Circulation''' window, and on statistics reports when the long name would hinder formatting of the reports.</ref> and select an optional '''Stat Group''' in the fields provided.		::# Enter the new '''Patron Policy Name'''<ref>This name will appear in the '''Policy''' drop-down menu of the '''Patron Management''' window; this name also appears in patron selections and on various reports and utilities. Keep the '''Patron Policy Name''' descriptive enough to know what to choose when performing reports and making selections, but not long enough to hinder their usage.</ref> and '''Patron Policy Short Code'''<ref>The '''Patron Policy Short Code''' is a 4-digit code generally used when importing, changing policies from the '''Circulation''' window, and on statistics reports when the long name would hinder formatting of the reports.</ref> and select an optional '''Stat Group''' in the fields provided.
	::# Make a selection from the '''Defaults from''' drop-down menu and then press '''<enter>''' or click '''OK'''; the new policy will take its defaults from whatever is selected from this drop-down menu.		::# Make a selection from the '''Defaults from''' drop-down menu and then press '''<enter>''' or click '''OK'''; the new policy will take its defaults from whatever is selected from this drop-down menu.
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	::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.		::# Select '''System Preferences''' ''(Ctrl+;) ([[Image:ks_command.gif]]+;)'' from the main '''Edit''' menu bar.
	::# Click on the '''Policies''' icon in the '''Circulation''' section of the '''System Preferences''' window.		::# Click on the '''Policies''' icon in the '''Circulation''' section of the '''System Preferences''' window.
-	::# Click the '''Add''' (“~~'''+'''~~”) button in the lower-left hand side of the '''Patron Policy''' policy section.	+	::# Click the '''Add''' (“[[image:Add Icon.jpg]]”) button in the lower-left hand side of the '''Patron Policy''' policy section.
	::# Enter the new '''Patron Policy Name''' and '''Patron Policy Short Code''' and select an optional '''Stat Group''' in the fields provided.		::# Enter the new '''Patron Policy Name''' and '''Patron Policy Short Code''' and select an optional '''Stat Group''' in the fields provided.
	::# Make a selection from the '''Defaults from''' drop-down menu and then press '''<enter>''' or click '''OK'''; the new policy will duplicate the values of whatever is selected from this drop-down menu.		::# Make a selection from the '''Defaults from''' drop-down menu and then press '''<enter>''' or click '''OK'''; the new policy will duplicate the values of whatever is selected from this drop-down menu.
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	::# Click on the '''Policies''' icon in the '''Circulation''' section of the '''System Preferences''' window.		::# Click on the '''Policies''' icon in the '''Circulation''' section of the '''System Preferences''' window.
	::# Select the policy that you would like to remove from the '''Patron Policy''' drop-down menu.		::# Select the policy that you would like to remove from the '''Patron Policy''' drop-down menu.
-	::# Click the '''Remove''' (“~~'''-'''~~”) button in the lower-left hand side of the '''Patron Policy''' section.	+	::# Click the '''Remove''' (“[[image:Remove Icon.jpg]]”) button in the lower-left hand side of the '''Patron Policy''' section.
	::# Click '''Remove''' on the confirmation window when it asks if you are sure you want to remove the patron policy.		::# Click '''Remove''' on the confirmation window when it asks if you are sure you want to remove the patron policy.