Customer menu

Borrowed items

To view what materials a customer has checked out, navigate to Customer > Borrowed items or press F9. The data of these items are integrated in the transaction log of the session.

The overview is sorted by the due date. Click on a column to choose a different sort order. Double-click on a line for more details or right-click for more information about the item. A summary of checked out items displays with the following data:

Column name	Description
Checkout date	The date when the material was checked out.
Due date	Standard sorting order. If the due date has passed, the due date will be shown in red.
Title/author	Information about the title and author.
Material type	The code for the material type.
Status	The status of the checked out item.
Amount due	This column indicates how much the outstanding fine is on the item. When checking in, checking out, or renewing the item, the total amount of the costs charged for the item is indicated. The following items can be displayed: Fine Lending fees Bill amounts for book fees Hold request fees ILL costs Costs for renewing items over the phone Costs for renewing items online Cost for exceeding the maximum number of items borrowed
Notes	Details of the loan and notifications for check in or check out: Reminder (and the date the message was sent) Bill (and the date it was sent) Hold Other branch, etc.
Barcode	The barcode associated with the checked out item.
Changing collection	The collection code for items from changing collections is shown.

Manage checked out items

From the checked out items view, you can perform a number of actions by right-clicking on the line you want to change. The item lines can be scrolled through using the arrow keys or mouse. One or more lines can be selected and then edited at the same time by holding down the control key and clicking the desired items. Depending on where the function is used, certain options are available. For example, Cancel cannot be executed if an item has not been checked out.

Option	Description
Cancel	This allows you to undo a loan or return if it was made in the current session. Overdue fees will be refunded.
Check in	Return materials.
Administratively check in	Return items without processing a fine
Renew loan period	Extend the lending period of items.
Create replacement cost bill	Creates an invoice for reimbursement of the item.
Register current fine	Update the fines for items that have not been returned.
Change date	Allows you to change the date of return. The date can only be extended beyond the original due date, it cannot be set to an earlier date. Note: The date must be set before items are checked in. This does not renew/extend the borrowing period.
To details of this line	Shows details on the status and lending/return dates of the item.
To details of this item	Shows comprehensive information on copies (status, material type, statistical category, order date, owner, possible blocks, number of loans, etc.)
To title for item	Opens the catalog record for the item.
Read details guest item	If the item is owned by another system (ILL), details about the item is displayed.

ILL/Holds

To view the materials a customer has on hold or to place hold requests, navigate to Customer > ILL/Holds.

A summary of checked out items displays with the following data:

Column name

Description

Priority

A hold request is given a priority (this can be configured for each material type in the Wise configuration manager at RMT Hold configuration per RMT.). If there are hold requests with the same priority, the hold request with the oldest date comes first.

Hold request

Date that the item was requested in the format MM-DD-YYYY.######. The number at the end of the date represents the order that requests were made when multiple holds are placed on the same date.

Type

The hold request type.

Code	Type
B	Branch hold request
N	Network hold request
I	Internal ILL request
E	External request
O	Other

Title

Title of the item requested

Placed at

The branch where the hold was placed from. If this field is blank, a specific branch was not selected and the request will apply to all branches.

Status

Status of the hold request

Code	Status
A - Active/Processing	The hold request has been placed, but not yet filled with an item.
B - Message sent	The hold request is in at the pick-up branch, and the customer has received the message. Depending on what the customer wants, messages can be sent by text message, email, or mail. Hold requests with the status Message are displayed in red.
O - Received by the pick-up branch	The hold request is in, but the customer has not yet received a message. The date of receipt is displayed.
R - Return to the supplying branch	The customer has returned the item; the item is en route back to the branch that supplied it. Check-in changes the status of the item to R.
T - Transport to pick-up branch	If the hold request is placed at a different branch and this supplying branch has checked in the item, the status is automatically changed to Transport. In other words, the hold request is on its way to the requesting branch.
U - Checked out to the customer	The item is now in the customer's possession. The title can be looked up both in the overview of checked out items and in the overview of outstanding hold requests
Z - Processed/closed	The item has been checked in or has been checked in at the supplying branch after transport. The hold request has now been completely processed and is no longer on the list of (outstanding) hold requests. The processed hold requests (stating the reasons for processing) can be found for the borrower via the “History” button. A total overview of status Z can be generated via Hold Requests > Overviews > Overview of Hold Requests.

Amount due

This column indicates outstanding fines for the item. When the item is returned, the total fine will be calculated. This can include:

Fines
Lending fees
Invoices for lost/damaged items
Holds costs
ILL costs
Renewal costs

Pickup at/Delivery

Pick up or delivery location

Hold condition

If the customer has placed a condition on the hold that it should be filled after another hold request has been fulfilled, it will be displayed here.

Group number

If the hold request is part of a group request, it will display here.

Sector

The sector of the hold.

Position

If the option is active, the place in the waiting list will be displayed.

Note: Place in the waiting list does not indicate delivery time.

Date of entry

The starting date of the hold request.

Note: Reservations in schoolWise are highlighted on this screen in blue.

At the bottom of the screen are the following options:

Option	Description
Place hold request	The catalog is opened and hold requests can be placed.
Cancel	Cancels hold requests that have the status Searching. Reservations with a different status that have already been processed must be deleted using the Borrowed items view (F9).
History	Shows a list of previous hold requests.
Quit	Closes the ILL/Holds view.

Double-click or press the enter key on a selected line for more details about the hold. Use the escape key to close the session and return to the main menu.

For more information, see Holds.

Notification

Notifications regarding customers are displayed in Customer administration when their account is accessed in Check in/Check out. A notification can be read, edited and/or deleted from this menu. You can also define standard notifications, which can be selected by clicking Standard text. For more information, see Customer messages.

Additionally, Comments can be added to a customer. A comment is an internal-only message for staff members. Comments can only be added or read within a customer account in the Notifications tab. If a customer has a comment, it is displayed under the name and address details of the customer and this is reported on the Customer tab in Customer Administration.

Financial

For more information about functions available in the Customer > Financial menu, see Financial menu.

Book on-going fine

Current fines are outstanding fines for materials that have not been returned. In the overview of Borrowed items, on-going fines display in the Amount due column. When the LPDBOET system option is configured, the fine amount can appear when the customer account is accessed in Check in/Check out. Book on-going fine is used to book outstanding fines for an account when checking books in for that account from the book drop. This action does not mark the item as returned. It sets the return date to the current day and if the current day is the due date, no overdue fines will be calculated.

Set PIN

Customers can use a PIN code for self-checkout and to access electronic resources. To set or change a customer's PIN, go to Customer > Set PIN. A Set PIN window opens, this window indicates whether or not the customer has already set a PIN. To change the PIN, enter the desired 4-digit pin into the New PIN field and click OK.

Note: The PIN is not used to sign in to My Account via the web catalog.

Print customer receipt

A standard receipt prints after closing a lending session. Use Print customer receipts (Alt+P) to print a receipt for the current transaction, or to print a non-standard receipt. Select the receipt type to print and click OK.

Customer receipts are configured in the Wise client at Branch Management > Workplace Management > Configuration > Service Desk Profiles.

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