FAQs: Displaying User Information
| • | How the user’s name displays in the SirsiDynix Symphony clients |
| • | Displaying user information when the user forgot his library card (How do I display user information if the user forgot his or her library card?) |
| • | Displaying user status information (How can we get the user status information header to display?) |
| • | How do I display a group of users? |
| • | Differences between the Billed and Still Owes field values in the bill glossary (When I select a bill glossary on a user record’s Bills tab, why are the Billed and Owes fields sometimes different?) |
How the user’s name displays in the SirsiDynix Symphony clients
In Version 3.3, the user name was expanded to include the following fields:
| • | First name (maximum 20 characters) |
| • | Preferred Name (maximum 20 characters) |
| • | Middle name (maximum 20 characters) |
| • | Last name (maximum 60 characters) |
| • | Suffix (maximum 10 characters) |
User Search and the User Search helper were modified to search on the data in any of these name fields (except for Suffix). Wizards, tabs, and helpers were modified to display these new fields, and user load reports and programs were also updated.
When sites upgraded to Version 3.3, these new user fields were added to the user records. The User Name field was renamed “Last Name,” and the previous user name data populated the Last Name field. After the Version 3.3 upgrade, sites would run the new Refactor User Name report to convert the user name data in the Last Name field and populate the new First Name, Middle Name, and Suffix fields. (The Preferred Name field will not be populated as it is a new field for Version 3.3.)
The SirsiDynix Symphony system can be configured to display the user name in the WorkFlows and e-Library clients in one of two ways:
| • | Last Name, Suffix, First Name, Middle, Title (which is the default setting) |
| • | Title, First Name, Middle Name, Last Name, Suffix |
In the user wizards, there is a Use Preferred Name check box, where library staff can indicate whether or not the user’s preferred name is used (instead of first name) for display in the SirsiDynix Symphony clients and printing in reports.
If the specific name fields are not populated, these fields will not display. To change the user name display default, sites need to contact SirsiDynix Customer Support.
For example, by default, the user name display setting is Last Name, Suffix, First Name, Middle, Title. A user name appears in the clients as follows:
Blankenship, Jr., Jess Allen (Mr.)
If the user name display configuration option is set to Title, First Name, Middle Name, Last Name, Suffix, the user name will appear in the clients as follows:
Mr. Jess Allen Blankenship Jr.
How do I display user information if the user forgot his or her library card?
Use the User Search Helper in the Display User Wizard to locate a user record if the user cannot present a library card for you to scan.
To display user information without scanning a library card
| 1 | In the Users group, click the Display User wizard. |
| 2 | Use the User Search helper to search for the correct user record. |
If a list displays, select the user, and then click Display This User.
| 3 | Review the user information. |
How can we get the user status information header to display?
When a user’s record is located, information from the user record can be displayed under User Information. User Information only displays if the Configure Display of User Status Header attribute in the Global Configuration Wizard is set to Display User Status Header in Circulation Wizards.
How do I display a group of users?
This procedure in the Display User wizard can be useful when a user wants to review various family members’ records, or when you need an alphabetized list of users.
To display a group of users
| 1 | In the Users group, click the Display User wizard. |
| 2 | Click the User Search helper. |
| 3 | In the Search For box, enter a group ID or the first letter(s) of a user’s last name. |
| 4 | When the list of users displays, select a user, and then click Display This User. |
| 5 | Review the user information, and modify the information if needed. |
When I select a bill glossary on a user record’s Bills tab, why are the Billed and Owes fields sometimes different?
The Billed and Owes fields on the bill glossary may differ for the following reasons.
| • | The user may have paid a partial amount of the bill. |
| • | The bill reason used in creating the bill is configured to include tax on the billed amount. If tax is included in the bill, you can display the selected bill reason in the Bill Reason policy (Bill Reason Wizard) and see the associated Circulation Tax policy. Depending on the configuration of the selected Circulation Tax policy in the Bill Reason policy, the amount of the tax can be rounded up to the next highest increment before being added to the bill total. You can display the Ciruclation Tax policy and see the tax rate and tax base currency information in the Circulation Tax Wizard. |
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