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Click on a question below to view the corresponding answer.
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Horizon Circulation List of Categories
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- I need to know the total price of all items in a particular collection.
- I need a report of the number of items in a particular collection code that have circulated less than 4 times.
- We have found that there are sometimes two exact records in the database for the same patron/same barcode. Everything is identical including item on hold and items out.This happens when we do a Borrower Alphabetical search.
- I need to be able to transfer a request queue from one bib record to another. Is there a way to do this?
- An item has a status of 'in transit' and we want to set it to trace. How do we do this?
- When you add a block to a patron record, is there any way to make it appear at the top of their problem list, instead of as their last block?
- We checked in an item as damaged. The only fine assessed was the regular late fee. Is it possible to assess the price of the item automatically, along with a processing charge?
- A patron paid for a damaged magazine and it was discarded. The item was never set to lost in order to collect the payment. It's still showing up on the patron's record and we can't figure out a way to delete the item. The item is still showing up on the patron history with a weird bar code "D_18D90". Circ has been able to renew the item with this barcode even though the actual item has been discarded.
- Is there a way to set up a patron so they can be assessed a yearly fee?
- An existing Homebound patron (prior to Horizon)recently had fines show in his blocks?
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I need to know the total price of all items in a particular collection.
You can do this report using Create Item Report in Circulation. Highlight collection and type in the collection code, click search. Then click display and highlight price (and anything else you might want to display). Then sort by barcode. This groups the deleted items together, so they are easier to eliminate from the total. Then highlight the records you wish to count, go to File>Export records. Open the file of exported records in excel, then do a sum of the price column to get a total for that collection code.
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I need a report of the number of items in a particular collection code that have circulated less than 4 times.
This is easy to do using the Create Item Report option in Circulation. Using the compound search, highlight collection, then type the collection code, click and, then highlight no. of CKO's (Usage), then type <4, then click search. Then click display and highlight whatever you need to display, such as item status, collection, call no., barcode, title, and no. of cko's ). You can also sort by number of cko's and barcode (descending sort). This will group everything together with the same number of cko's, and it will also put all the order records at the bottom of the list. If you wish to print, or save to a file, you should then be able to hightlight the items you wish to look at further and either print a list or export to a file.
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We have found that there are sometimes two exact records in the database for the same patron/same barcode. Everything is identical including item on hold and items out.This happens when we do a Borrower Alphabetical search.
Guess what? You found a 'known' bug in version 7.3.2 that will be fixed in the next upgrade. This happens when there is more than one patron with the same name, in Borrower Alphabetical Index searching only, and it only happens when you enter the entire name. It doesn't mean there are two exact records, it just means the Borrower Alphabetical index isn't dealing with them correctly.
There are a couple of ways around this.
First, if you only enter the entire last name and the first initial ONLY, it will display the records correctly. However, with common names you get a long list you have to scroll through.
Second, if you enter the entire last name and first name in the keyword search, it will display the records correctly.
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I need to be able to transfer a request queue from one bib record to another. Is there a way to do this?
This functionality has been added to the Circulation menu, for those with a Circulation Security Level of 3 or higher. Open Circulation>Transfer Request Queue, a screen pops up asking for the bib # for the 'merge from bib' (the one you are transferring from) and also the bib # for the 'merge to bib' (the one you are transferring to). Click on the Transfer Request button at the bottom of the screen to make this transfer happen.
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An item has a status of 'in transit' and we want to set it to trace. How do we do this?
If an item is in transit, and you can't find it, this is the best workflow Dynix has found to change the status to 'trace' or some other status.
1. Do a damaged check in on the item.
2. A box will appear saying the item was in transit to fill a hold, and ask you if you want to reinsert the request in the queue, or delete it. ALWAYS say reinsert in the queue.
3. Once the item is checked in with a status of "damaged" you can change the item status to trace or whatever you want.
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When you add a block to a patron record, is there any way to make it appear at the top of their problem list, instead of as their last block?
Although there is no way to make the 'most recently added' block appear at the top, we did change settings so that 'messages' and 'notes' blocks have the highest sort priority. That means that these types of blocks should now appear at the top of the patron's problem list (BURB).
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We checked in an item as damaged. The only fine assessed was the regular late fee. Is it possible to assess the price of the item automatically, along with a processing charge?
The Damaged CKI functionality doesn't include the generation of a Damaged or fee block for the borrower. The purpose of damaged CKI is so that items that are returned Damaged will not fill requests.
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A patron paid for a damaged magazine and it was discarded. The item was never set to lost in order to collect the payment. It's still showing up on the patron's record and we can't figure out a way to delete the item. The item is still showing up on the patron history with a weird bar code "D_18D90". Circ has been able to renew the item with this barcode even though the actual item has been discarded.
This has been fixed for this patron by bringing up the 'all items out' screen, changing the status of the magazine to Lost, then waiving the fine. The burb then disappeared from the patron record.
When an item or a bib record is deleted, the system retains these items in a D_ file (so the barcode is replaced with this prefix) - this way it can retain item information but we also know the items have been deleted.
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Is there a way to set up a patron so they can be assessed a yearly fee?
The Horizon client does not charge a card fee even though it can be assigned to a particular borrower type code (such as nonresidents). This has been reported as a software bug in Horizon. We will be notified if/when this issue is addressed in a future release of Horizon.
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An existing Homebound patron (prior to Horizon)recently had fines show in his blocks?
All btypes for homebound patrons have been set to not accumulate fines, if the library has instructed us to do so. If the patron is being fined, we would need to know the btype for the patron to make sure the settings are accurate.
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