Setting Up or Editing a Block Type

You can set up block types for circulation staff to manually place on a borrower’s record. These types of blocks are usually amount-type blocks, such as fees owed other than overdue fines, or special messages. You can also edit some settings for system-defined blocks.

You can prevent Horizon from automatically deleting any blocks. You can also choose to display blocks in your PAC so that borrowers can see them when they view their borrower information. You can prohibit renewals on items with a certain type of block, and print notices for the block even if the borrower’s record is marked to receive notices by email.

If you set up email notification for borrowers, you can specify the message that Horizon uses in email for a block. (For more information, see Specifying a Block email Notice Message.)

If you set up SMS notification for borrowers, you can specify the SMS message that Horizon uses for a block. (For more information, see the SMS Messaging Administration Guide.)

When Horizon displays a borrower’s blocks in circulation, library staff can choose to sort the blocks in one of three ways:

The order in which the blocks were created (this is the default)
By item (sorts by item barcode and date)
By related group (sorts by block type and date)

You can choose which block types sort to the top of the list regardless of the sort type that library staff chooses. If there are multiple blocks of the same type, Horizon sorts them within the type group by the chosen sort type.

For example, if you set messages to sort with a priority of “1,” Horizon sorts all messages to the top of the block list. If the borrower has multiple fines and library staff chooses a sort by item, Horizon still sorts the messages to the top of the screen; then it displays the fines sorted by item under the messages. The fines display according to item barcode.

 


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