Voyager Circulation. 5/1/2014 Denita Hampton Manager, User Services & Technology Services [email protected] Stella Richardson Access Services Librarian.

Voyager Circulation

What’s your best feature?

5/1/2014

Denita HamptonManager, User Services & Technology [email protected]

Stella RichardsonAccess Services LibrarianAsst. Project Dir. for Library Service [email protected]

Karen GloverAccess Services LibrarianAccess Services Unit [email protected]

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• Modify Due Date from Charged Items Index • Option to Disable Smart Defaults • Send Courtesy and Recall Overdue Notice by SMS • Calculate the Sum When Posting Fines and Fees • Sort Items on the Item Display • Check Calendar When Modifying Due/Return Date • Create Due Date Receipt by Charge Session • Add Department, Major, and Birthdate to the Patron Profile • Copy Patron Record • Increased Size of Patron Record Fields • Suppressed Record Indicators

5/1/20148.2 UPDATES

• An authorized Circulation operator can now change the due date on an item that has already been charged out.

• You will get a warning if you put in a date when the library is closed according to the circulation calendar.

• Pros: If you needed to extend a due date after you have left the charge screen and you didn’t want to renew you can use this function

• Controlled at the Operator Security Profile level in System Administration

• Cons: It does not change an item’s status. So if an item is already overdue, this cannot be used to fix the overdue status. It will just be overdue with a future due date.

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MODIFY DUE DATE FROM CHARGED ITEMS INDEX

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• The multitude of alerts that can display (lost statuses, temporary locations, patron has holds available, etc.) come preselected with the “OK” button highlighted.

• This feature allows you to eliminate the default – making the operator select an option before proceeding.

• Pros: This can eliminate the accidental removal of statuses, routing errors, etc. usually caused by inattention to discharge procedures.

• Cons: The functionality works great – however; it can only be implemented at an operator level in the session preferences. We’d like to see this as an option at a system level.

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DISABLING “SMART” DEFAULTS ON ALERT MESSAGES

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Session Preferences found under Options

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CUSTOMIZING SETTINGS - CIRC

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Deselect if you want to force acknowledgement of alert message

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• An authorized operator can easily post a transaction against selected amounts, displayed amounts, or the patron total by selecting the appropriate radio button.

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CALCULATE THE SUM WHEN POSTING FINES AND FEES

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SelectedPatron TotalDisplayed

5/1/2014Sort Items on the Item Display Staff can sort items on the item information display by clicking a column header. Clicking the header again re-sorts in reverse order.

• You can provide a single due date slip showing all items charged in a single session

• The default setting for a library policy group can be set in the Circulation Policy settings in System Administration or you can change it in the session preferences.

• Configuration of the session-wide due date slip is controlled by the [DUE DATE SLIP SESSION] stanza in the circ.ini file (C:\Voyager\Circulation\Circ.ini).

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CREATE DUE DATE RECEIPT BY CHARGE SESSION

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Since 8.0

Circulation & Short Loan

enhancements

5/1/2014

• Patron pop-up note • Pop-up charge and discharge notes for

item records • Display the call number in the Items

Available for Pickup window • Discharge alert for items in temporary

locations• Alert when loan period shortened due to

patron expiration • Patron search preference • Display notice date in Fines and Fees

window • Display discharge date in Fines and Fees

window• Option for refreshing the Charge display• Display the comment field for requests

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• New patron note types • New posting types • Change patron barcode status to expired• Allow the use of 4-digit PINs • Default setting for posting fines and fees • Default settings for sensitize and magnetic media

flags • Increased size of the URL field • Display item’s location in the Discharge window • Default settings for expiration and purge dates for

patron records• SMS messages • Update the SMS number on the patron record • Short loan reservations on overdue items • Alerts for items with subsequent short loan

booking• Override for overnight short loans

NERS https://ners.igelu.org/1. Enhancement requests are reviewed by

the product manager against the product roadmap and development timeline.

2. Working groups review the requests for clarity and existing functionality.

3. ELUNA/IGeLU members vote.

4. Working groups submit top priority requests

5. Ex Libris verifies and accepts enhancements if they are part of the product roadmap, are technically feasible, and fit within the development timeline.

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ENHANCEMENTS

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Exciting New Features in Voyager 9

• Patron Pop-up Notes Upon Discharge

• Option to Edit Fines/Fees• Automatically Remove Fines/Fees

When Lost Item is Discharged• Block Holds on Missing and Lost

Items• Edit Multiple Circulation Polices

at Once

• Thank you for your participation!

• [email protected]• [email protected]• [email protected]

.edu

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QUESTIONS?