Issues {LCIO-1}

Issuing of library material in Integrator Library System is merely process of creating links between library user and library items. Integrator Library System admin users have options of creating these links by entering required information manually or with use of barcode readers.

Fields in the option:

Block 1: Issues

Field	Type & Length	Description
Card	A22	Library user card number is populated here, either by swiping or by entering card number manually. Swiping of valid Library card will populate relevant library user information in the rest of the fields on this page. Alternatively this field can be skipped and user information can be retrieved by entering manually User type and User number.
Expiry Date	DD-MON-YYYY	This is Library "membership" expiry date. For Students this is the date when current registration expires, for Personnel it is the resignation date while for Other and Interlending users this their system expiry date.
User Type	A1	Possible users types are : “P” for personnel, “S” for student, “O” for other or “I” for interlending users.
User Number	N9	On population of this number, either automatically via entering Library card number, or manually , System will perform following : check that the user exists on the system display title, initials and surname check if membership expiry date exists and if it's still in the future a) 'S' patron type : registration in current academic year must exist b) 'P' patron type : person did not resigne or resignation date in future c) 'O' patron type : membership end date hasn't been reached check if any blocking exists and display number of blocks imposed against library user display existing fines levied against the library user calculate and display number of items already issued to library user for Normal and Short Loan calculate and display any fines that outstanding items might raise summarize existing and possible current/running fines and check if fine threshold reached populate current date and time populate current period and current period start time in cases where blocking(s) imposed against library user and/or fine threshold reached, system checks if library admin user is autorized to override blocking and/or fine threshold rules and allow issuing of Library material or halt process Failing to confirm with first four points will result in halting of issuing process and alerting user with appropriate message. For patrons of type 'P' (personnel) and 'S' (student) 'membership expiry date' rule can be overridden by library personnel linked to LCOI restriction on {LCIM-10}. In these cases only warning will be issued stating that patron does not have active enrolment/service record while giving option to either proceed with or halt issuing of library material.
Existing Fines	N17.2	Summary of all unpaid fines levied against the library user
Existing Blockings	N2	Number of blockings issued against library user on {LCIM-2}. Right-click drill down available to view details and maintain blockings.
Current Fines on Outstanding Items	N17.2	Fines calculated against outstanding items using current date/time/period.
Normal Issues	N2	Number of library items issued from non Short Loan location.
Short Term Issues	N2	Number of library items issued from Short Loan location.
Current Date	DD-MON-YYYY	Defaults from System date.
Current Time	A5	Defaults from System time. It is vital for the correct functioning of the Short Term Loans that System time is in sync with actual time.
Current Period	N2 HH24:MI	Current Period and Start Time of current period {LSLC-2}
Short Term / Normal Issue	A1	This radio group serves to enable easy navigation to "Items Issued" tabs by using <TAB> or <ENTER> keys. Availability of Items Issued Short Loan/Normal tabs depends on branch parameters and menu option used. When Issuing from this menu option {LCIO-1}, availability of Short Loan tab depends on branch Circulation Desc indicator {LPMM-2}. If indicator is set to N then Short Loan tab and radio button will not be enabled and therefore this option will be used exclusively for non Short Loan location items. If indicator is set to B, then both radio buttons will be available for selection and both tabs will be available for navigation. When Issuing from {LSLO-1} only Short Loan tab is enabled and radio button defaults to "Short Term".

Example:

Block 2: Items Issued - Normal

Field	Type & Length	Description
Item Number	N8	After the system has validated the User Number in the previous Block, the Item Number should be entered or scanned in this block. The validation of this number will include: is this a valid item number? is the item status “OS” (on shelf), i.e. has it not already been issued to another user? does the loan matrix allow the issuing of this item to this user? has the user exceeded his loan limit? After this validation the following fields will be displayed in respect of the item: the author and title fields on the item record the code of the branch/service unit to which the item is allocated the location code of the item the prefix and the shelf number of the item item notes in respect of the item.
Expiry Date	DD-MON-YYYY	Expiry date for the loan of the item will be calculated from the information in the loan matrix, and will be displayed here. This date may be amended by library staff who have the appropriate privileges.
User	A1	The user type, number and name entered in the first Block, will default to this field. If the validation is positive, the cursor will jump to the next item record where the process can be repeated. When all the items that are to be issued have been recorded, the transactions are <COMMIT>ted. If an item is on hold or reserved for a particular user, and is now being issued to that user, the hold or reservation record will be cancelled when the issue record is committed. Should an attempt be made to issue an item that is on hold or reserved to the “wrong” user, the system will display an error message, and the transaction cannot be <COMMIT>ted. After the records have been <COMMIT>ted a message to that effect will be displayed and the user can verify the entered data. In order to get a clear screen for the next issue the user can choose Action->Clear All..

Field

Type
&
Length

Description

Item Number

After the system has validated the User Number in the previous Block, the Item Number should be entered or scanned in this block. The validation of this number will include:

is this a valid item number?
is the item status “OS” (on shelf), i.e. has it not already been issued to another user?
does the loan matrix allow the issuing of this item to this user?
has the user exceeded his loan limit?

After this validation the following fields will be displayed in respect of the item:

the author and title fields on the item record
the code of the branch/service unit to which the item is allocated
the location code of the item
the prefix and the shelf number of the item
item notes in respect of the item.

Expiry Date

DD-MON-YYYY

Expiry date for the loan of the item will be calculated from the information in the loan matrix, and will be displayed here. This date may be amended by library staff who have the appropriate privileges.

User

The user type, number and name entered in the first Block, will default to this field.

If the validation is positive, the cursor will jump to the next item record where the process can be repeated. When all the items that are to be issued have been recorded, the transactions are <COMMIT>ted.

If an item is on hold or reserved for a particular user, and is now being issued to that user, the hold or reservation record will be cancelled when the issue record is committed.

Should an attempt be made to issue an item that is on hold or reserved to the “wrong” user, the system will display an error message, and the transaction cannot be <COMMIT>ted.

After the records have been <COMMIT>ted a message to that effect will be displayed and the user can verify the entered data.

In order to get a clear screen for the next issue the user can choose Action->Clear All..

Example:

Processing Rules
	No special processing rules

Date	System Version	By Whom	Job	Description
17-Feb-2007	v01.0.0.0	Amanda Nell	t134318	New manual format.
17-Mar-2008	v01.0.0.0	Vaughn Dumas	t134318	System owner proof read
07-Sep-2011	v02.0.0.0.	Sonja Pavlovic	t174467	Enhancements - Current Fines on Outstanding Items
05-Jul-2013	v02.0.0.1	Sonja Pavlovic	t190315	LCOI User restriction