Charge Notice Tab
The Charge Notice tab contains fields that are used to customize charge notices.
The tab may include any of the following fields.
| • | Closing Text |
| • | Combine Notices |
| • | Count as a Notice Sent |
| • | Date |
| • | Group ID on Notice |
| • | Library Address |
| • | Library Address on Notice |
| • | Mailing Address on Notice |
| • | Message N |
| • | Notice Type |
| • | Notices File |
| • | Output format for notice reports |
| • | Price and Fine Information to Print |
| • | Salutation on Notice |
| • | Select Sent-From Library |
| • | Title Information to Print with Due Date and Time |
| • | Total Bills for Each User |
| • | Use Library Address in Patron Record |
| • | User ID on Notice |
Your library can create the text files that may be selected from the list. This selection is not available in the Recall Title Hold Notices and the Assumed Lost reports.
If this check box is selected, all notices for the user will be combined into one notice without regard to which library is the owning library or the charging library. By default, this check box is cleared.
Note: If you select the Combine Notices option, the Print Separate Reports for each Library option becomes disabled. The reverse is also true. If you select the Print Separate Reports for each Library option, the Combine Notices option becomes disabled.
If this check box is selected, the number of overdue notices or assumed lost item notices sent increments for each charge selected by the report. Alternately, the number of recall notices sent can increase if the Notice Type selection, if available, is set to Recall. The Count as a Notice Sent selection keeps track of the notices each user receives, so that overdue and recall notices may be sent in the proper order.
The notice counters are also advanced if the user is contacted with the SirsiDynix Voice Automation (SVA) or TalkToMe module.
Note: This selection is not available in the Create Charge Notices in Batch report or the Recall Title Hold Notices report. In other reports, an Update Option is listed separately.
It is recommended that only the Recall Notice on Charged Items report be used to increment the Recall Notices Sent counter.
This option allows you to select a specific date or a range of dates on or during which items became overdue. The default value (:D0) selects only overdue items that are due on the day that the report is run. Use the Date Range gadget to make changes to the number of days preceding the report run date, or to select a specific date. This date selection is only available in the New Overdue Notices report.
Note: The Date selection will select only overdue charges for the New Overdue Notices report. If you try to select charges with due dates that are in the future (that is, they are not yet overdue), the charges will not be included in the report.
When displayed, if this check box is selected, the group ID also displays on the notice. By default, the Group ID on Notice check box is cleared.
The Group ID field is not related to the User Groups feature. Group ID is defined on the Basic Info tab of the user record, while User Groups (if your library is configured to use them) are defined on the User Groups tab. If your library is configured for User Groups and this check box is selected, the group ID will display on the notice for both the Notice Master and the group members (when applicable).
In SirsiDynix Symphony K12 libraries, which use the Group ID field as a Homeroom designation, reports may be sorted by Group ID (Homeroom) and distributed by the homeroom teacher. When the sorting method is by Group ID, the Group ID on Notice value should be added to the notice text, so that the sorting method is apparent.
Note: When the Assumed Lost Report is run, the price of the item, and any processing fee is also printed, but the following options are not available for printing.
Specifies which address of the library will be printed on the notice. The Primary, Address 1, Address 2, or Address 3 address as defined in the library’s user record can be selected. If no address is selected, the primary address listed in the library’s user record is used.
This selection is available only when the Library Address on Notice check box is selected.
If this check box is selected, the library’s address displays on the notice. The exact address that prints on the notice is determined by the setting of the Library Address option. The Library Address on Notice check box is not available in the Create Charge Notices in Batch report.
Note: If this check box is cleared and you elect to generate pipe-delimited output for this report, the report will assume three library address fields and create three empty fields in the piped file.
If this check box is checked, the patron's mailing address displays on the notice. The exact address that prints on the notice is defined in the primary address listed in the patron's user record. This option is checked by default.
The number of messages available and the default notice text varies between reports. Your use of the Message fields depends on the number of notices you send to users before taking more severe action. Each message can be increasingly stern. By using the Count as a Notice Sent check box, if available, SirsiDynix Symphony can distinguish between who last received their first, or second, or third notice, and automatically sends the next notice in the series — all in a single report. Use the Number Range and Notices gadget to make changes to the users who will be selected based on the number of notices they have received, and the notice text that will be used.
If charges are selected that do not match one of the numbers of notices specified in the preceding selection, these charges are not printed. It is reported in the log that these charges were selected but not printed. This selection is not available in the Assumed Lost report.
This option specifies the type of notice to be created. If Overdue is selected, overdue notices are printed. If Recall is selected, recall notices are printed.
If a charged item is being recalled because another user has placed a hold on it, SirsiDynix recommends using only the Recall Notice on Charged Items report for to generate a recall notice instead of using an overdue notice report.
When a recall notice is sent, the due date for the recalled item is the date the item was recalled plus the recall due period determined by the item’s Circulation Rule. The due time is the time the report runs.
Note: Note This selection is not available in the Create Charge Notices in Batch, the Recall Notice on Charge Items, the Recall Title Hold Notices, and the Assumed Lost reports.
Your library can create its own text files that contain the body text of the notice. To use your customized file instead of a delivered default notice text file, select a notice text file from the drop-down list.
Output format for notice reports
Report data can display in one of three formats:
Standard
The report data displays in a plain text format. The file is saved in the /Rptprint directory with the naming convention yyyymmdd_internalrptname.prn, such as 20100802_ahdb.prn. The report log lists the report file name.
Pipe Delimited
The report data is saved in a file in which every entry is delimited by pipes (||). The data can then be exported to a third-party application, such as a spreadsheet application. The file is saved in the /Rptprint directory with the naming convention yyyymmdd_internalrptname.pipe, such as 20100802_ahdb.pipe.
In addition, the report prints to a text file with the naming convention yyyymmdd_internalrptname.prn. The report log lists the report file name.
XML
The report data is saved in a visually enhanced text format (EXtensible Markup Language). The data can then be exported to a third-party application, such as a spreadsheet application. The file is saved in the /Rptprint directory with the naming convention yyyymmdd_partialrptname.xml, such as 20100802_ahdb.xml.
In addition, the report prints to a text file with the naming convention yyyymmdd_internalrptname.prn. The report log lists the report file name.
Price and Fine Information to Print
You may output price and fine information for each charged item listed in the charge notice. If the Accrued Fine check box is selected, the fine that the user has accrued for the particular charge to date is printed in the notice. If the Item Price check box is selected, the price entered in the item record is printed on the notice for each item.
If this check box is selected, the salutation ”Dear User Name:” precedes the notice text, with the user name as defined in the user’s record, in addition to the user name and address that prints on all notices. If the user has a Title defined in the user record, such as Mr. or Ms., it is used instead of the user’s first name in the salutation.
This check box is not available in the Create Charge Notices in Batch report.
Use this list to specify which library’s address is to be used for the return address. This selection is useful for when the Combine Notices check box is selected, since the user may receive notices from several libraries. The selections in this list are defined by the Library policy.
Note: This list is available only when the Library Address on Notice check box is selected, and when the Use Library Address in Patron Record check box is cleared.
Title Information to Print with Due Date and Time
You may include bibliographic information and/or call number information for each charged item listed in the charge notice. If the Brief Bibliographic Information check box is selected, the notice includes title and author for the charged item. If the Call Number box is selected, the notice includes the call number and item ID of the charged item.
The selection appears for the Assumed Lost report.
If the Total Bills for Each User check box is selected, the total amount of the bills created by the Assumed Lost report will be printed. For example, if a patron lost two items and for each item was billed $20.00, the total amount printed on the notice would be for the two lost bills, or $40.00.
Use Library Address in Patron Record
If this check box is selected, the address of the patron’s home library is printed as the return address. By default, this check box is cleared.
Note: This option is available only when the Combine Notices check box and the Library Address on Notice check box are selected.
If this check box is selected, the user ID also displays on the notice. If your library is configured for User Groups and this check box is selected, the user ID will display on the notice for both the Notice Master and the group members (when applicable).
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