Assigning Library Locations to a Group

Each group must have at least one location assigned to it. This lets Debt Collect know which locations to check to determine which borrowers to include in a collection report. If you have more than one library location that you want Debt Collect to include in a single report, you can specify which locations to include in that group. (The locations available for a group are those locations defined on your Horizon system.)

When you assign library locations to a group, you must also specify which kind of locations (location Kind) they are: transacting or owning. When you specify the kind of location, you are letting Debt Collect know which block entries to use in considering borrowers for collection. The location kind applies to all library locations that you assign to the group.

Here is a description of each location kind:

Transacting location. This is a location that performs checkout and other transactions. Therefore, if you mark this location kind for all locations, then Debt Collect uses block entries relating only to transactions performed by the library location or locations in qualifying a borrower for collection. If you want to collect fines for non-library-owned material or billable services (such as copying), then you may want to choose the Transacting location kind.
Owning location. This is a location that actually owns the library material or has it in their catalog. Therefore, if you mark this location kind for all locations, then Debt Collect uses block entries relating only to materials that the library location or locations own or have in their catalog in qualifying a borrower for collection.

For example, if you mark “Location1” and “Location2” to be included in a group, and you marked the Location Kind as “Transacting Location,” then Debt Collect uses only the block entries that transacted in Location1 and Location2. However, if you choose “Owning Location” for the Location Kind, then Debt Collect considers only the block entries for materials that are owned by Location1 and Location2.

If the block entry is not for an item, and therefore has no owning location, then Debt Collect uses the transacting location.

 

Include each library location in only one Debt Collect group. Otherwise, borrowers will be included on more than one report and could be contacted and billed for overdue amounts for each report that they appear on. Contact Customer Support if you need to discuss including a library location in more than one group.

To include other library locations in the collection process

1 Be sure you are not running the Debt Collect Day End processes.
2 In the Horizon Client, go to Administration > Table Editor.
3 Select the debt_collect table, and then click OK.

The Debt Collection Group dialog box displays.

4 Choose the group you want and click Edit.

Debt Collect displays the Debt Collection Group Edit dialog box:

5 Click Page Down to get to page 2.
6 Select the Location Kind with which Debt Collect associates the blocks, if you have not already done so:
Transacting Location. This is the location from which borrowers have checked out items or received other billable services that are now overdue.

For example, if you choose Transacting Location, then Debt Collect associates blocks (and their related fines) with the locations that performed the transactions. (This is useful if you want to collect fines for non-library-owned material or billable services [such as copying].)

Owning Location. This is a location that actually owns the library material or has it in their catalog.

For example, if you choose Owning Location, then Debt Collect associates blocks (and their related fines) with the locations that actually own the library material or have the material in their catalog.

7 Do one or more of these tasks, as necessary:

To do this

Do this

Include one or more library locations in this group

If this is the first location you are adding, type the Location code (or click Codes and select the location from the list) for the library location to include in this group. (For example, type “main”.)
If you want to add a location to the existing list of locations, click New, and then type the Location code (or click Codes and select the location from the list) for the library location to include in this group. Repeat as necessary.

Remove one or more library locations from this group

1 Select the location from the Locations drop-down list.
2 Click Delete.
3 Repeat as necessary.
8 Save your changes and Close the dialog box.

 


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