Renew User Wizard

The Renew User wizard is used to renew a single item or all items for a user. The wizard can record the renewals as “seen” renewals or as “unseen” renewals.

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A “seen” renewal means the item is physically present for the renewal.

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An “unseen” renewal means the item is not physically present, such as when items are renewed by telephone.

The Renew User wizard differs from the Renew Item wizard in that the Renew User wizard displays a list of all items that are eligible for renewal for the user, and can renew multiple items at once.

To renew items for a user

Click the Renew User wizard.

Do one of the following:

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In the User ID box, scan the user ID.

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If the User Search Helper is set in wizard properties to display as the first step of the wizard, search for the user. The helper will automatically fill in the User ID box with the ID you select.

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Click the User Search helper, and search for the user.

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Type the user ID in the User ID box, and click Get User Information.

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If the Current button (Current Search) is available, click the button to select the last user that was displayed, modified, or added.

When the user record is located, under Current User Checkouts, the total number of items eligible for renewal displays for the selected user. The Renew check box, Seen check box, title, item ID, date due, Reserve Desk (if applicable), item status, and item type display for each item in the list of items eligible for renewal.

If the user is part of a user group, other members of the group and their checkouts also show. The table's name also changes to Current user and group member checkouts. The User ID, the User Name, and the User Status for users that have checkouts also display in addition to the options and information listed above.

Note: If any of the users in the user group aside from the current user have any checkouts they have chosen not to include as part of user group checkouts, those checkouts do not display in the Current user and group member checkouts table.

If you select an item or group of items in the checkouts list and right-click, a circulation menu opens. From this menu, you can perform a variety of circulation tasks. See Right-click Menus.

Do one of the following.

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To renew all eligible items as “unseen” renewals, select the Select All check box.

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To renew all eligible items and record the renewals as “seen” renewals, select the Select All check box and the Select All Seen check box.

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To renew only selected items as an “unseen” renewal, select the Renew check box next to the item or items you want to renew.

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To renew only selected items and record the renewal as a “seen” renewal, select the Renew check box and the Seen check box next to the items or items you want to renew.

Click Renew Selected Items.

The number of items renewed and the number of items not renewed display. Renewed items display in the Item(s) Renewed list. Items that were not renewed display in the Not Renewed list.

After you have renewed this user’s charges, click one the following options.

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Renew for This User continues to renew items for the currently-selected user

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Renew for Another User renews charges for another user.

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Close exits this wizard

Important Considerations When Using this Wizard

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Items can be renewed with the Renew User wizard up to the limits set by the Renew Limit attribute and Unseen Renew Limit attribute in the Circulation Rule policy.

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Depending on the circulation rule affecting the item, WorkFlows may disallow unseen renewals for a particular item if the user attempts to renew it before a certain number of days before the item's due date. In this case, WorkFlows displays the date and time an unseen renewal of that item will be allowed.

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The new due date for each renewed item may vary depending on the loan period and circulation rule affecting the renewed item and whether or not the item is overdue.

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If the user has a user status of the BLOCKED or DELINQUENT delinquency type, an alert window displays.

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If your library uses the User Group feature, and this user’s responsibility level is LINKED, then this user will inherit the delinquency status of the worst-case user in the group. If a user in the same group has a DELINQUENT, BLOCKED, or BARRED type user status, an alert window displays.

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If the item is on reserve, click the item’s Reserve Desk button (in the Reserve column) to display the item’s reserve information.

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It may be possible to find a user by a previous user ID, if configured in policies. For more information, see FAQs: Searching User Records.

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WorkFlows will alert you if the item’s loan period is shortened to the date the user’s privileges will expire, or to an alternate due date for a high-demand item or booked item. Note the date shown on the alert message and inform the user of the new due date.

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If the user has a credit account and policies are configured to automatically pay bills/fines with money from the credit account, bills created during renewal may be paid automatically with funds from the user’s credit account. For more information, see FAQs: Credit User Accounts.

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You can renew circulation sets using this wizard. For more information, see FAQs: Circulating Items in Groups.