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E 3: Managing Blocks at Circulation

Overview

Description:

Patron and item blocks may appear during check-out, check-in, or when renewing items.  A block impedes the transaction and must be acted upon in order to proceed.  Procedures for resolving the block will vary depending on the type of block.

Patron Blocks

Description:

System, library assigned, and/or free text blocks on patron records will appear during check-out, check-in, and renewal.   System-generated blocks are placed automatically on the patron's record as in the cases of expired library cards, excessive fines, more than 10 overdues, etc.  Staff generated blocks are placed on the patron's record by library staff and may include blocks, blocking notes and unread messages.

Note:

Please refer to section D7: Patron Notes and Blocks of the manual for more information on managing blocks, notes, and messages in a patron record.

Instructions:

When checking out, checking in, or renewing items for a patron with a block on their record, the Patron Blocks pop-up appears containing the reason for the block.



or

 

You may choose to ignore the block and proceed with the transaction by clicking 'Yes'.

You may choose to cancel the transaction by clicking 'No'.

 

You may wish to investigate and/or resolve the issue by clicking either 'Patron Status' or 'Patron Registration' depending on the type of block.

Blocks Dealing with Patron Fines

Instructions:

  1. Fines are managed within Account view of the Patron Status workform. Click the Patron Status button to yield the Items Out view of the Patron Status workform. 



  2. Click the Account icon to access the Account view of the PatronStatus workform.



  3. Proceed to clear the fine from the patron's record by either paying or waving the fine.

    Note:

    Please refer to section E8 - Managing Fines & Charges within the Patron's Account of the manual for instructions on how to manage fines and charges within the patron's account.

Block Dealing with Patron Registration

Instructions:

Registration is managed within from Patron Registration workform. Click the Patron Registration button to yield the Patron Registration workform.



Proceed to renew the borrower privileges.

Note:

Please refer to section D3: Modifying a Patron Record of the manual for instructions on how to renew borrower privileges.

Item Blocks

Description:

Staff or library-generated blocks are placed on items for reasons such as the number of pieces or damaged and will appear during check-out, check-in, and renewal.

Instructions:

When checking out, checking in, or renewing items for which a block has been placed on the record, the Item Blocks pop-up appears containing the reason for the block.

 

Click 'Yes' if you wish to proceed.

Click 'No' if you wish stop checking in, checking out, or renewing the item.

Click 'Item Record' if you wish to view the Item Record workform and further investigate or edit the item record.

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