Wednesday, January 16, 2008

What’s Coming in GL3.2?

Family Card
–The Family Card feature provides a way to link individual user records to each other to form groups

–User records are linked together by Group Name, which can be numeric, alpha-numeric, or text

–Groups may be created for:
•Professor/graduate assistants and homerooms

Family Card

–Access levels in group may be set up through policies or within an individual user record

–Access levels determine if the group members:

•Share delinquencies

•View other members’ checkouts, bills, or holds

•Pay other members ’bills

•Remove holds for other group members

•Checkout items on hold for other group members

•Receive notices via a designated member of the group or through all members

Patron Credit Accounts

Allows patrons to deposit a monetary amount with the library to pay for existing or future fees/fines

•Fines can be paid from credit account by staff through WorkFlows®client

•OR the system can be configured to do automatic payments

–The patron credit account can also be used to apply refunds to users for paid bills

•A refund can be done by staff through the WorkFlows client
or configured to be done automatically

–A “Credit Rule” policy allows you to setup rules for credit accounts for specific user profiles & libraries

–Credit Rule policy determines
•Bills/fees that can be paid from credit account

•If bills/fees are automatically paid with funds from credit account upon creation

•Which patron’s types can have a credit account

•Access to patron’s credit account
Maximum amount

–An option has been added to Default Price policy to determine if a refund for paid LOST bills is automatically created when the lost item is returned to the library

–Within the client, you can view transaction history of a patron’s credit account using the Credit Account Transaction History helper
•Includes all deposits made to the patron’s credit account and withdrawl from credit account

•Books by Mail
–Books by Mail allows libraries to mail items to a user

–When a hold is placed in either staff client or OPAC, options for mailing the item will be available

•Both iBistro & Web2 have been modified to support options for Books by Mail

–If the mail option is selected, the item will be routed to a mailing location or library when the item is trapped to fill a hold (configured in library policy)

Order Hold Fill

–Ordered Hold Fill policy provides the ability to control which library’s items are selected by the List Onshelf Hold report

–The policy consists of the following fields:
•Pickup library: Pickup library in hold record
•Fill order: Determines the library groups items are pulled from to fill a hold with the above pickup library

–When the List Onshelf Items with Hold report runs, it uses the pickup library in the hold record to determine which “Ordered Hold Fill”policy is used

•Using the pickup library allows you to configure the report to pull items from libraries that are geographically close to the pickup library, thus reducing transit times

•Customize the List Onshelf Hold report to select items based on delivery routes

–The Fill Order in the policy determines the library groups items are pulled from to fill a hold

–Within the library group policy, you can control whether or not the order of libraries listed in the group is honored

•If order is honored, the report will pull items following the order the libraries are entered in the library group policy

•If order is not honored, the report will randomly select a library within the group when pulling items

Global Library Calendar wizard

–The Global Library Calendar wizard allows staff to modify the closed days/dates for selected libraries in the system

–For example, with the new wizard an administrator can modify all calendars for a specific group of libraries with one operation

Circulating Groups of Items

–Allows the library to create sets containing different titles/items for circulation

–Items in a set can be circulated individually or as part of the set

•Example: A library can create a resource box for new parents containing books, DVD’s and CD’s. When the resource box is circulated, the librarian can scan a single barcode and all items within the set are charged to the user with the same circ rule, OR items can circulate using own circ rules.

–Access to a library’s calendar is controlled by a new maintenance attribute in the library policy

New Charge History field in User Record

–A Charge History field has been added to the user record to allow sites to override policy defaults

•NOHISTORY: Charge history records will not be saved for the user

•CIRCRULE: A charge history record will be created based on the circ rule setting

•ALLCHARGES: Charge history records will be kept for all charges for this user

Updates to Current Record Functionality in Java Client

–The current record will be updated when items/users are highlighted in a list in Circulation

–Current record will also be updated when glossary displays

What’s planned for GL3.3?

• Ability to transfer holds from one title to another

• Hold limits by item type

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