If a borrower is not already on your system, you can create a new borrower record and assign it to Home Service. If you are adding a standard Home Service borrower, you create the borrower record for the individual. If you are adding an institution Home Service borrower, you can create the borrower record for the institution itself or for the supervisor or another person at the institution.
To assign a new borrower record to Home Service
1 | Start the Open CKO Window process. |
The default location of this process is the Circulation folder on the navigation bar.
Horizon opens the Checkout window.
2 | Choose Borrower, New Borrower. |
Horizon opens the Edit New Borrower window:
3 | Complete these fields: |
4 | Click Page Down or resize the window to display these fields: |
5 | Complete these fields: |
Field |
Action |
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Do one of these options:
Note: Horizon does not use the Mailing address for Home Service. |
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Enter the beginning and ending dates that a temporary address is valid. |
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Enter the address. You may want to specify a company name, the street number, a post office box, an office number, or any other identifying address information. (You do not need to use all four lines.) Note: If your system administrator has not established city and state codes for your borrowers’ addresses, you can enter them in this field. |
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Enter the postal code. |
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City, ST |
Enter the city and state code for the address. Note: If your system administrator has specified codes for each city and state of borrowers’ addresses at your library, you can enter those codes in the City, ST. field. |
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Specify how the mail to this address is sorted, (for example, by domestic criteria [zip] or foreign [country]). |
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Specify whether notices are sent by standard mail or e-mail. |
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If you chose to send notices by e-mail, enter the borrower’s name in this field. This field is for information only. The data you enter in this field is put on the e-mail header. |
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If you chose to send notices by e-mail, enter the borrower’s entire e-mail address in this field. Horizon uses this address to send e-mail notices to borrowers. |
6 | Click Page Down or resize the window to display these fields: |
7 | Complete these fields: |
Field |
Action |
If your borrowers need a special code to access some of your library’s features, such as remote access, enter the code or pin number here. |
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If your borrowers primarily speak another language you can enter that information here, or click Codes for a list of valid languages. |
8 | Click Page Down or resize the window to display these fields: |
9 | Complete these fields: |
Note: Some of these fields use the word “visit” in their names and descriptions. For borrowers who receive items by delivery, a visit refers to the time when items are delivered to the borrower. For borrowers who receive items by mail, a visit refers to the time when items are mailed to the borrower.
Field |
Action |
Enter or choose the code for the route you want to assign to the borrower. To add or edit a route code, click Codes. Then click Add or Edit in the Code Lookup window. Note: You must complete this field. Otherwise, the borrower is not considered a Home Service borrower. |
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This is a display-only field that indicates the stop number assigned to the borrower on the route you chose. Horizon automatically supplies this number. (For instructions on manually changing a borrower’s stop number, Changing a Borrower’s Stop Number.) Note: If Horizon tries to supply a stop number that you manually assigned to another borrower, the “hb_borrower_route_stop_idx” error message appears when you try to save the borrower record. (For example, Horizon may try to supply stop number 4, but you manually assigned that stop number to another borrower.) To resolve the problem, you need to check the Next Stop field on the route record to know which stop number Horizon is trying to supply. (For instructions, see Creating or Editing a Route Record.) Then you must manually free up that stop number. (For instructions, see Changing a Borrower’s Stop Number.) Also make sure all the subsequent stop numbers remain free, or you will have this same problem later on. Then return to the borrower record and save your changes. |
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This field displays the most recent date when items were checked out to the borrower. Horizon automatically updates this field whenever you check out items. (This field is blank if no items have been checked out to the borrower.) If necessary, you can manually enter a date in this field. (For example, if a visit is delayed, you may want to change this date to when the items were actually delivered. However, keep in mind that extending this date will also automatically extend the date in the Next Visit field.) If you do not want to use the displayed date, enter a new date for the last visit. Note: Remember that this field contains the checkout date of the items, which may or may not be the actual date when items are distributed. Your library determines whether items are distributed on the same day they are checked out. |
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This field displays the date when the borrower is due for the next visit. This date is displayed on the Visits due Report so you know when to make the next visit. Horizon automatically updates this field by adding the number of days in the Visit Freq field to the date in the Last Visit Date field. (For information on the Visit due Report, see Determining When Borrowers Are Due to Receive Items.) When you first assign a borrower to Home Service, you need to manually complete this field since Horizon does not have a last visit date to calculate from. In that case, you would enter the date of the borrower’s first visit. (If you do not manually enter the date of the first visit, a next visit date will not appear on the Visit due Report until the first time you check out items to the borrower.) There may be other times when you want to manually enter a date. (For example, you may want to change the date if the library will be closed on the displayed day.) You may also want to change the date if the advisor cannot make visits on that day. Note: Horizon does not take into account the days when your library is closed. |
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Enter the number of days to elapse between visits. Horizon adds this number to the date in the Last Visit Date field to calculate the date for the Next Visit field. |
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Enter any comments about making visits to the borrower. (For example, enter “Use the side door” or “Beware of dog.”) If you use issue slips, this information is printed on the borrower slip to alert the delivery person about any special conditions or instructions. |
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Enter a description of any equipment currently on loan to the borrower. (For example, enter “VCR” or “Audio tape player.”) If you use issue slips, this information is printed on the borrower slip to alert the delivery person about any equipment that may need to be picked up. |
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Enter information about the borrower’s reading preferences, such as areas of interest, preferred authors, and format of items. This field can also include the number of items to be received per visit. This information is displayed on the Visit due report. |
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Enter the person or institution that confirmed that the borrower is unable to come to the library and qualifies for Home Service services. This field can also include the date when the borrower was certified. |
10 | Click Page Down or resize the window to display these fields: |
11 | Complete these fields: |
Field |
Action |
If you have defined PAC flavors, enter or choose the code in this field. |
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Approved |
This feature will be available in a future release of Information Portal. |
Self-Registered |
This feature will be available in a future release of Information Portal. |
12 | Save your changes. |
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