Fast-Adding a Borrower Record

If you want to quickly add a new borrower to the Circulation database during checkout, you can fast-add a borrower record. You fast-add a new borrower to the database by opening and completing a short version of a borrower record. You can later edit the record to complete the borrower’s record, or delete it if the borrower is not a long-term user of the library. (For more information, see Adding a New Borrower Record and About Borrower and Item Records.) The type of information you must enter in fast-added borrower records is determined in the borrower_fast view of the Table Editor. (For more information, see “Requiring Fields for Fast-Added Borrower Records” in the “Preparing Horizon to Work with Borrower Records” section of the Circulation Setup Guide.)

When adding a new borrower, Horizon allows you to check for a duplicate borrower. Horizon will run a check for any matching information such as name, phone number, address or email. Depending on how your library has it set up, Horizon will either automatically check for duplicates after you click Save or display a Check for Duplicates button before you click Save. For more information, see "Setting Up the Duplicate Borrower Alert" in the Circulation Setup Guide.

To fast-add a borrower record

1 Open the Checkout or the Checkin/Request Processing window.
2 Choose Borrower, New Borrower.

Horizon displays a blank Edit New Borrower window:

3 Complete these fields:

Field

Action

BType

Enter the borrower type. (Click Codes for a list of valid BTYPEs.)

The BTYPE determines the borrower’s circulation privileges, such as loan period, fine rate, and whether fines are charged for closed days.

Exp. Date

An Exp. Date—the date the borrower’s registration expires—automatically displays when you assign a location, but you may want to change it to an earlier date.

(For example, if the borrower is a visiting professor who is local for only a short time, you can enter the professor’s departure date here.)

Location

Enter the location where the borrower is a patron. (Click Codes for a list of valid locations.)

Name

Enter the borrower’s last name, then first name.

Note: While the location, BType, Exp. Date, and Name fields are the only fields Horizon requires to create a borrower record, you can add as much information as you want before saving the borrower record. (For instructions, see Adding a New Borrower Record.)

4 Save your changes.

Horizon displays the borrower’s name and type in the Borrower display field of the Checkout window.

Note: If your location has enabled Borrower Duplication Alerts, the Duplicate Borrower window may open if the key fields match an existing borrower record. For more information about duplicate borrower records, see Avoiding Duplicate Borrower Records.

5 If you want a reminder to complete or delete the fast-added borrower record when the items he or she borrows are returned, add a note block to the record. To do this, follow these steps:
a Choose Blocks, Add Note.
b Do one of these:
If Horizon displays the Edit Current Blocks window, skip to step 3 in this table.
If Horizon displays the Code Look-up Block Types window, double-click the type of note block you want to add.

Horizon opens the Edit Current Blocks window

c Enter a comment in the Comment field.
d Mark the appropriate Action button.

This determines what type of action Circulation takes with the block. There are three action types:

None. Horizon takes no action on the block.
Print. Horizon prints a notice or creates an e-mail message about the block to send to the borrower.
Review. Horizon adds the block to the Notice Review list. This lets the circulation staff review the matter to see if any other action is needed.

(For more information, see Editing the Action Setting for Notices in the Notices for Review List.)

e Click OK.

Horizon closes the Edit Current Blocks window and displays the Current Blocks window for the borrower. The newly-added note block is on the list.

f Click Close.

Horizon returns to the Checkout window with the borrower’s name displayed ready for checkout.

6 Proceed with a normal checkout. (For instructions, see Checking Out an Item Normally.)

 


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