Configuring Self-Check

This section contains information about configuring self-check in Horizon to work with your self-check system. The configuration options are in the selfcheck_control Mq wiew. The Horizon selfcheck_control Mq view is used by SIP 2.00 and NCIP servers to control Automated Circulation System (ACS) behavior.

If you have a 3M Self-Check Machine, you can also refer to the Horizon 3M SelfCheck User’s Guide for additional information.

You need to configure self-check for each self-check profile.

To configure self-check parameters in Horizon

1 Open the selfcheck_control view in the Table Editor.

To do this, do these steps:

a Double-click the Table Editor process in the Administration folder.
b Start entering selfcheck_control in the Mq View field.

The selection arrow moves to the view name that you want.

c Click OK.

Horizon opens the List Selfcheck Control window.

2 Click New or select an existing self-check profile to modify (and click Edit).

Horizon displays the Edit Selfcheck Control window:

3 Complete these fields and options:

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Profile

Enter or choose the profile for the selfcheck_control record. This name unique identifies this set of ACS rules and policies.

Location

Enter or choose the self-check location.

This could be a particular branch of your library, or a specific checkout location, such as a floor of the library or a particular checkout desk.

This location will be used for statistics, as well as circulation rules, if the selfcheck device does not provide a location.

Online Status

Mark this to indicate whether the self-check machine has access to the server.

This box must be checked in order for an ACS server to start using this profile. Clearing the box disables this profile, and any ACS server that attempts to connect to this profile will abort on startup. (For example, you may need to turn it off for routine maintenance.)

Disable Lost

Mark this to allow the ACS to accept the block patron messages (01). This allows the self-check to report a library card left on the self-check device as lost, effectively disabling the use of the card.

This prevents other borrowers from checking out items on another borrower’s library card.

Show Message

Mark this to send detailed messages in the AF segment when an action is denied. When cleared, ACS only sends generic “Please see circulation desk” messages.

These messages may alert a borrower of a lost card or if an item has already been checked out.

You must select this option if you are configuring SirsiDynix NCIP server.

PIN Verification

Mark one of these options:

PIN not required. Mark this to specify that borrowers do not need to enter a PIN (in addition to scanning the library card barcode) to authenticate via ACS.
PIN required. Mark this to specify that borrowers may enter a PIN (in addition to scanning the library card barcode) to authenticate via ACS. Borrowers who do not enter a PIN will still authenticate.
PIN Required Period. Mark this to specify that borrowers must enter a PIN to successfully authenticate via ACS.

Note: If the self-check device only allows entry of numeric characters, the following rules apply:

If Pin Column used for authentication contains a mixture of alphanumberic characters, the borrower can supply just the numeric portions of the PIN to authenticate. However, if the Pin column contains only alpha characters, the borrower will not be able to authenticate.

Pin Column

Enter a column from the borrower_with_btype table that you want to be used as the PIN. This is usually the second_id or pin# column.

By default ACS will strip any alpha characters out of the PIN when verifying it, and only compare numeric characters. This is because the majority of self-check devices only have 10 digit keypads to enter a PIN.

If ACS should compare alphanumeric characters, then the \A switch should be added to the ACS server.

Timeout

Enter the number of seconds that you want Horizon Self-Serve Checkout to wait before requiring a new borrower login.

No of Retries

Enter the number of times the borrower can retry checking out or renewing an item if the self-check device does not respond.

Protocol Version

Displays the 3M Standard Interchange Protocol (SIP) version. This should always be 2.00.

Screen Message

Enter the text of the default screen message that the ACS will send in the ACS status response message (98). This is usually the text that the self-check device displays as the initial greeting to borrowers.

Print Line

Enter the text that the self-check device should print on the bottom of the receipt.

If you want to use this field, you must have your vendor set up the width that you need for the text in this field.

Renewal Type

Mark one of these options:

None. Mark this to specify that renewals are not allowed.
Restricted. Mark this to specify that item renewals are allowed if circulation rules allow them to occur.
Unrestricted. Mark this to specify that item renewals are always allowed.

CKO Held Item

Mark one of these options to specify how ACS should handle checkout of a held item to a borrower who is not the borrower for whom the item is on hold:

No CKO. Mark this to specify that items on hold cannot be checked out.
CKO, do not reinsert. Mark this to specify that items on hold can be checked out (assuming circulation rules allow it). In addition, Horizon does not reinsert the borrower’s name in the hold queue. The request will be deleted and considered filled.
CKO, reinsert. Mark this to specify that items on hold can be checked out (assuming circulation rules allow it). In addition, Horizon reinserts the borrower’s name in the hold queue and the request will have an unfilled status.

CKO requested item

Mark this if the ACS should allow the checkout of an item if that item could fill a pending request.

Truncate CKO

Mark this if the ACS should truncate the due date of a checkout to the expiration date of the borrower’s account if the account expires before the end of the full loan period.

When marked, the loan period is truncated and renewals are not allowed.

When cleared the full loan period will be given to the checkout, regardless of when the borrower’s account expires.

Max Renewals

Enter an override to the standard circulation rules that ACS should use for the maximum number of renewals allowed before a renewal is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

Max Items Out

Enter an override to the standard circulation rules that ACS should use for the maximum number of items that a borrower can have before additional checkout is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

Max Items Overdue

Enter an override to the standard circulation rules that ACS should use for the maximum number of overdue items that a borrower can have out before additional checkout is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

Max Items Lost

Enter an override to the standard circulation rules that ACS should use for the maximum number of items with a status of “Lost” that a borrower can have before additional checkout is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

Max Days Overdue

Enter an override to the standard circulation rules that ACS should use for the maximum number of days that a borrower can have any item overdue before checkout is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

Max Claimed

Enter an override to the standard circulation rules that ACS should use for the maximum number of items with a status of claimed returned that a borrower can have before additional checkout is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

Max Days Recall Overdue

Enter an override to the standard circulation rules that ACS should use for the maximum number of days that a borrower may have any recalled item overdue before additional checkout is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

Max Unpaid Fines

Enter an override to the standard circulation rules that ACS should use for the maximum amount of outstanding fines that a borrower can have before additional checkout is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

Max Days Acct Overdue

Enter an override to the standard circulation rules that ACS should use for the maximum number of days that a borrower can have any item overdue before additional checkout is blocked.

Leave this field blank if ACS should use standard circulation rules.

Note: Overrides specified in ACS control can not have exceptions.

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IType

(Magnetic Media Itype group)

Enter the item types that the self-check machine should either not sensitize\desensitize or which require special hardware to sensitize\desensitize.

For example, you can enter the item type for videos to prevent them from being damaged by the main magnetic sensitization\desensitization and to make sure that the self-check device handles videos using special equipment if sensitization\desensitization should be done.

Important: If you have the Video Checkout Accessory (VCO) for 3M, make sure the 3M SelfCheck machine is set to safely desensitize videos.

Sensitize magnetic item

Mark this if the ACS should tell the self-check device to generate a magnetic pulse to sensitize or desensitize the security strip on magnetic media (by default, items defined as magnetic are not sensitized or desensitized to avoid damaging the item).

This should only be set if the self-check device has special equipment (such as a video slot) to safely sensitize\desensitize the security device during the CKI\CKO operation.

Block (Barred Burb Block group)

Enter the burb blocks that will prevent a borrower from authenticating, and subsequently checking out or renewing items via this self-check profile.

For example, enter the overdue block to prevent borrowers with overdue fines from checking out items.

CKI Transit Items

Mark this if the ACS should allow the checkin of an item that needs to go in transit.

This should only be enabled if the self-check device can properly handle transits (for example, sort the item and potentially print a transit slip).

Leaving the box unmarked will display a message to the borrower to take the item to the Circulation desk to be checked in.

Item Status (Valid Checkin Item Status group)

Enter the item status’s that should be allowed to be checked in via ACS. Generally “o” (out), “l” (lost), and “m” (missing) are the most common statuses used here. Borrowers attempting to check in an item with a status not listed here will be referred to a staff workstation.

3M SelfCheck machines may require special handling here. Refer to the Horizon 3M SelfCheck User’s Guide for additional information.

CKI Requested Item

Mark this option if you want to let borrowers check in requested items; otherwise, leave this option blank.

This should only be enabled if the self-check device can properly handle holds (for example, sort and print a hold slip).

You may want to leave this field blank if you do not want requested items to spend time on the sorting shelves. You may prompt borrowers to return the item directly to the circulation desk, or another location, so that the request can be filled as soon as possible.

Message Code (Message Text group)

Enter or choose the code for the message to use for the self-check device.

If you are configuring this profile for SirsiDynix NCIP server, you should not have any Message Code or Message Text overrides.

Message Text (Message Text group)

Enter the custom text that the ACS will send in place of the standard text when a particular screen message is used for the Message Code.

If you are configuring this profile for SirsiDynix NCIP server, you should not have any Message Code or Message Text overrides.

Note: You cannot change the message codes, but you can create new message texts for each message code. Each message you create overrides Horizon’s default message.

currency

Enter or choose the code for default currency.

Self-check devices will generally display and print monetary information using this currency symbol and conventions.

You can leave this field blank if you want to use the U.S. dollar.

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language

Enter or choose the code for the language that the ACS server should use. SIP language functionality is very limited, so this field can normally be left blank

You can leave this field blank if you want to use English.

attention_bin

Enter or choose the code for the sort bin where items will be sent that ACS can not checkin or checkout according to ACS rules.

workstation_id

Enter the Workstation ID that ACS will use when logging actions that record a Workstation ID, such as accepting payments.

cash_drawer_id

Enter the Cash Drawer ID that ACS will use when logging actions that record a Cash Drawer ID, such as accepting payments.

library_department_id

Enter the Library Department ID that ACS will use when logging actions that record a Library Department ID, such as accepting payments.

Update Authentication

Mark this if the ACS should update the borrower.last_authentication_date when it authenticates a borrower.

This can be helpful if you want to track last usage on an account that does not check out items but uses other library services.

Pad Money

Mark this if the ACS should format money amounts padded with standard zero padding. Un-checked the money amounts will be formatted as standard decimal numbers.

For example:

$100.00

Unpadded - 100

Padded - 100.00

$100.10

Unpadded - 100.1

Padded - 100.10

$0.01

Unpadded - .01

Padded - 0.01

For 3M devices, this setting should not be checked.

Borrower ID From

Mark one of these options:

Barcode. Mark this to specify that ACS will identify or search for borrowers by their barcode.
Second_id. Mark this to specify that ACS will identify and search for borrowers by their second_id.
User Defined. Mark this to specify that ACS will identify or search for borrowers by the defined unique column from the borrower_with_btype SQL view.

Note: The field searched must be unique for each borrower. If ACS finds more then one borrower with the same identifier, it will report that the borrower was not found.

Borrower ID Column\Proc

This field is used in conjunction with the Borrower ID From field option of User Defined.

Enter a column from the borrower_with_btype SQL view with unique values that the ACS should use when identifying or searching for a borrower.

AH Date Format

Mark one of these options, to specify the format that ACS will use for the due date and due time of items:

System. Mark this to specify that ACS will use the ACS system operating system short date format.

YYYYMMDDZZZZHHMMSS. Mark this to specify that ACS will use the ANSI standard X3.30 for date and X3.43 for time. You must use this option for the SiriDynix NCIP server and for TeleMessaging 3.0.

MM\DD\YYYY. Mark this to specify that ACS will format dates as month day year, with a four digit year.

MM\DD\YY. Mark this to specify that ACS will format dates as month day year, with a 2 digit year.

DD\MM\YYYY. Mark this to specify that ACS will format dates as day month year, with a 4 digit year.

DD\MM\YY. Mark this to specify that ACS will format dates as day month year, with a 2 digit year.

DD MMM YYYY. Mark this to specify that ACS will use worded date notation (1 January 1970). Note that language strings for months will be provided by the operating system of the ACS system.

User defined. Mark this to specify that ACS will use the “User Defined Date Format” and “User Defined Time Format” fields to define the date and time format. If a user defined string is not provided, then the system defaults will be used.

User Defined Date Format

This field is used when the AH Date Format field option of User Defined has been selected.

The following are the expected values:

d - Day of month as digits with no leading zero for single-digit days.
dd - Day of month as digits with leading zero for single-digit days.
ddd - Day of week as a three-letter abbreviation.
dddd - Day of week as its full name.
M - Month as digits with no leading zero for single-digit months.
MM - Month as digits with leading zero for single-digit months.
MMM - Month as a three-letter abbreviation.
MMMM - Month as its full name.
y - Year as last two digits, but with no leading zero for years less than 10.
yy - Year as last two digits, but with leading zero for years less than 10.
yyyy - Year represented by full four or five digits, depending on the calendar used. (Thai Buddhist and Korean calendars both have five digit years. The "yyyy" pattern will show five digits for these two calendars, and four digits for all other supported calendars.)
yyyyy - Identical to "yyyy".
gg - Period/era string. This element is ignored if the date to be formatted does not have an associated era or period string.

For example, to get the date string "Wed, Aug 31 1994" you would use the following user defined date format:

ddd',' MMM dd yyyy

User Defined Time Format

This field is used when the AH Date Format field option of User Defined has been selected.

The following are the expected values:

h - Hours with no leading zero for single-digit hours; 12-hour clock.
hh - Hours with leading zero for single-digit hours; 12-hour clock.
H - Hours with no leading zero for single-digit hours; 24-hour clock.
HH - Hours with leading zero for single-digit hours; 24-hour clock.
m - Minutes with no leading zero for single-digit minutes.
mm - Minutes with leading zero for single-digit minutes.
s - Seconds with no leading zero for single-digit seconds.
ss - Seconds with leading zero for single-digit seconds.
t - One character time marker string, such as A or P.
tt - Multicharacter time marker string, such as AM or PM.

For example, to get the time string "11:29:40 PM" you would use the following user defined time format:

hh':'mm':'ss tt

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64 AS, AT, AU, AV, BU, CD Format

Mark one of these options:

Barcode. Mark this to specify that the ACS will return only the barcode of items in the AS, AT, AU, AV, BU, and CD fields of the patron information message (64).
Title. Mark this to specify that the ACS will return only the item title of items in the AS, AT, AU, AV, BU, and CD fields of the patron information message (64).
Concatenate (envpos). Mark this to specify that the ACS will return concatenated information (barcode, title, location, dates, fine amounts, block codes, etc) of items in the AS, AT, AU, AV, BU, and CD fields of the patron information message (64). You must use this option if your self-check vendor is Envisionware.
Barcode-bib. Mark this to specify that the ACS will return the barcode (and the bib# for requests) of items in the AS, AT, AU, AV, BU, and CD fields of the patron information message (64). You must use this option for TeleMessaging 3.0 self-check devices.
Barcode Title. Mark this to specify that the ACS will return the barcode and the title of items in the AS, AT, AU, AV, BU, and CD fields of the patron information message (64).
Barcode-Bib Title. Mark this to specify that the ACS will return the barcode (and the bib# for requests), and the title of items in the AS, AT, AU, AV, BU, and CD fields of the patron information message (64).
CSV. Mark this to specify that the ACS will return concatenated information in a CSV format, of items in the AS, AT, AU, AV, BU, and CD fields of the patron information message (64). You must use this option for the Symphony NCIP Server.
Concatenate (Comprise). Mark this to specify that the ACS will return concatenated information (barcode, title, location, dates, fine amounts, block codes, etc) of items in the AS, AT, AU, AV, BU, and CD fields of the patron information message (64). It will also return the item location and debt location (the location codes, rather than the location descriptions). It will add the item location (branch) to every summary field. The AV (fine items) field will also have the debt location and the AS (hold items) and CD (unavailable hold items) fields will have the pickup location.

Checksum Type

Mark one of these options:

Required. Mark this to specify that the ACS will require a checksum be present, and correct on all incoming messages before processing the message. You must use this option (or None) for Overdrive because Overdrive tends to always send a checksum on incoming messages, even if the outgoing message is not expected to have one.

Optional. Mark this to specify that the ACS will return a checksum in the response of any request it receives that contained a checksum. ACS will not verify any checksums. You should use this option (or None) for SirsiDynix NCIP server.

None. Mark this to specify that the ACS will not return a checksum on any message it receives, nor will ACS verify checksum on any incoming messages. You must use this option (or Required) for Overdrive because Overdrive tends to always send a checksum on incoming messages, even if the outgoing message is not expected to have one. You should use this option (or Optional) for SirsiDynix NCIP server.

CKO Offline Allowed

Mark this if the ACS should accept No Block Checkouts.

This means that ACS will accept due dates as sent from the Self-check device, and ignore Horizon circulation rules.

Note: Not all self-check vendors use the No Block functionality correctly. Enabling this setting may result in bad due dates being assigned to items. This settings should be enabled only after consultation with the Self-check Vendor and Horizon client care.

Renew Requested Item

Mark this if the ACS should allow the renewal of an item if that item could fill a pending request.

Deny Overdue Renewal

Mark this if the ACS should deny the renewal of an item if that item is overdue, even if just by one minute.

CKI Offline

Mark this if the ACS should accept No Block Checkins.

This means that ACS will accept due dates as sent from the Self-check device, and ignore Horizon circulation rules.

Note: Not all self-check vendors use the No Block functionality correctly. Enabling this setting may result in bad due dates being assigned to items. This settings should be enabled only after consultation with the Self-check Vendor and Horizon client care.

CKI Offline Hold

Mark this if the ACS should fill holds when processing a No Block Checkin.

This means that ACS will accept due dates as sent from the Self-check device, and ignore Horizon circulation rules.

Note: Not all self-check vendors use the No Block functionality correctly. Enabling this setting may result in bad due dates being assigned to items. This settings should be enabled only after consultation with the Self-check Vendor and Horizon client care.

Default User Id

Enter the User ID that ACS will use when logging actions that record a User ID, such as accepting payments, placing items in transit, and so forth.

For TeleMessaging 3.0, this field should be set to the following: TeleMessaging

Delimiter

Displays the character that ACS should use instead of the standard SIP pipe field delimiter.

This field is rarely used. However, this field is changed for Chinese because the pipe character is a valid Chinese character and appears in data.

If you need to change this value, you must contact yoru Customer Support representative.

Illegitimate AA

This setting should generally not be used, unless the self-check vendor specifically requests that the on hold patron barcode be placed into the AA of the checkin response. This field should be used with caution, as it violates the SIP standard which specifies that this information should be in the CY field.

If your vendor is TechLogic, you should contact TechLogic about this field because some older TechLogic units may require that the hold patron barcode be placed in the AA field of the Checkin response. If this is the case, then the Illegitimate AA flag needs to be turned on. Newer TechLogic units do not require this setting.

If you need to change this value, you must contact yoru Customer Support representative.

Renew Offline Allowed

Mark this if the ACS should accept No Block Renewals.

This means that ACS will accept due dates as sent from the Self-check device, and ignore Horizon circulation rules.

Note: Not all self-check vendors use the No Block functionality correctly. Enabling this setting may result in bad due dates being assigned to items. This settings should be enabled only after consultation with the Self-check Vendor and Horizon client care.

Bib. Search

Enter or choose the code for the search that the ACS server should use when doing NCIP control number lookups. This search should contain only exact match bib based mq_indexes. For example, isbnEX_inverted, issnEX_inverted, lccnEX_inverted, and so forth.

For the Symphony NCIP server, this should be set to ncip.

Note: This setting does not apply to ESIP (SIP 2.00) and can be left blank.

ACS Bib Identifier Type (Bib Marc Extraction group)

This is used for NCIP connections to a self-check device. The NCIP documentation discusses how to set this up.

This field is normally populated by the NCIP install if the library has the expected MARC maps. Basically it retrieves the Bib#, ISBN, ISSN, and so forth for the Lookup Item NCIP message when the optional Bibliographic Description is requested.

Marc Map (Bib Marc Extraction group)

This is used for NCIP connections to a self-check device. The NCIP documentation discusses how to set this up.

One Tag Only (Bib Marc Extraction group)

This is used for NCIP connections to a self-check device. The NCIP documentation discusses how to set this up.

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Itype

(Barred Itype CKI group)

Enter the item types that cannot be checked in at the self-check machine.

Itype

(Barred Itype CKO group)

Enter the item types that cannot be checked out or renewed via this self-check profile.

Item Status (Valid Checkout Item Status group)

Enter the item status’s that should be allowed to be checked out via ACS.

Borrowers attempting to check out an item with a status not listed for this setting will be referred to a staff workstation.

For exanmple, this can help prevent checkout of material that may already be checked out to another borrower.

3M SelfCheck machines may require special handling here. Refer to the Horizon 3M SelfCheck User’s Guide for additional information.

ILL Profile

Indicates that this selfcheck profile will be used for NCIP functions. This is for setups that allow for renewals and other interlibrary loan actions that are not permissable from a selfcheck machine.

Note: Any NCIP exceptions are not logged to the reliance_exception table, which logs exceptions for offline transactions.

Include BType in Msg 24

Appends the borrower type to the message 24 patron status response.

12 Save your changes.

 

 


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