User Lost Card Wizard

The User Lost Card wizard is used to replace a user’s lost library card.

To replace a lost library card

In the Special Circulation Functions group, click the User Lost Card wizard.

Do one of the following:

•

In the User ID box, scan the user ID.

•

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.

•

Click the User Search helper, and search for the user. If a list of users displays, select the user you want, and click Assign New Card.

•

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

•

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

The selected user record displays.

In the New User ID box, scan or type the new library card ID, and then click Assign New Card.

The Bill card replacement fee to user property on the Behavior tab of the wizard properties determines the wizard's behavior.

•

If the Bill card replacement fee to user property has been set to Yes, a dialog containing information about the user and the bill displays. Do the following:

Type the amount the user wants to pay or accept the full payment amount in the Payment field.

Select a Payment type from the Payment type drop-down list.

Click Pay Now if the user wants to pay the bill immediately. Click Bill User to bill the user's account.

If you are making a payment using BLUEcloud Commerce via a card reader device, a dialog displays containing the subtotal and the following message:

Waiting for card swipe...

Swipe the card. If the card swipe is successful, this dialog closes and the payment completes.

•

If the Bill card replacement fee to user property has been set to No, SirsiDynix Symphony does not bill the user.

•

If the Bill card replacement fee to user property has been set to Prompt, a dialog with the following message displays:

Bill card replacement fee to user

Click Yes to pay the bill now or to bill the user. Click No to close the dialog.

A dialog box displays that confirms the User has been assigned a new User ID and that the old User ID has been deactivated. If a bill was created or paid, payment type and payment amount information also displays.

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

After you have assigned a new card to the user, click one of the following options:

•

Mark Another User’s Card Lost to mark another user’s lost card

•

Close to exit the wizard

Important Considerations When Using this Wizard

•

The LOSTCARD user profile must be defined on your system for this wizard to function properly. Do not remove the LOSTCARD profile from your system. (Some older systems use the superseded user profile configuration. If so, a NOACCESS User Access policy and a PUBLIC Environment policy must exist on the system.)

•

After the user is assigned a new library card, the lost card is deactivated, and the user record is assigned a User Profile Policy of LOSTCARD. Also, the Department field of the user record is updated with the value “LOST.” If the lost card is found later, it cannot be used.

•

To reinstate a user’s lost card, you will need to modify the user’s record by changing the LOSTCARD user profile and completely clearing the Department field.

•

If the user is blocked, an alert window will display.

•

The User Display Libraries attribute controls which libraries’ user records you can search and display. The User Maintenance Libraries attribute controls which libraries’ user records you can create and modify. Both these attributes can be found in the Library Policy wizard.

•

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