Charge Selection Tab
The Charge Selection tab (also called Charge History Selection) contains fields that are used to select specific charges for a report. This tab may contain any of the following fields.
| • | Accrued Fine |
| • | Charge Associated w/ User Group |
| • | Circulation Rule |
| • | Current Location |
| • | Date Charged |
| • | Date Claims Returned |
| • | Date Discharged |
| • | Date Due |
| • | Date Notice Sent |
| • | Date Recalled |
| • | Date Renewed |
| • | Discharge Library |
| • | Library |
| • | Number of Overdue Notices |
| • | Number of Recall Notices |
| • | Number of Renewals |
| • | Number of Unseen Renewals |
| • | Overdue |
| • | Status |
All charges in the report have accumulated fines of the amount specified for the current user. Fines are calculated by the Update User Delinquency Status report. To select a range of amounts, use the Amount Range gadget.
Charge Associated w/ User Group
If Yes, the report will include charges associated with a user group only. If No, all charges that are not associated with a user group will be included. If Both is selected, all charges are included, regardless of whether they are associated with a user group. The default value is Both.
All bills in the report are associated with an item that was circulated according to this specified Circulation Rule policy. The time period of circulation, recall and grace periods for the item, and charge or renew limits are contained in the Circulation Rule. Use the Circulation Rule gadget to select rules. If no value is selected, all circulation rules are included.
All items in the report are currently in this location. Often, this location is CHECKEDOUT for charged items. Special status users such as LOST or MISSING may have corresponding user locations as well. Use the Location gadget to select locations. If no value is selected, all locations are included. Items that are an INTRANSIT location type are not charged to a special transit user, so they cannot be part of a charge selection. If you want to select an item which is in transit, you must specify INTRANSIT, or your library’s transit type of location, at the copy level selection for current location.
All items in the report were checked out in SirsiDynix Symphony on this specified date, and have not yet been returned. If no date is entered, all charged items are included. To select a range of dates, use the Date Range gadget.
All items in the report have a Claims Returned date specified. This claims returned date is the date that the user to whom the item is charged claimed the item was returned to the library. To select a range of dates, use the Date Range gadget.
All items in the report were checked into the library on the specified date. To select a range of dates, use the Date Range gadget. Note This option is useful only for libraries that use the Charge History feature.
All items in the report are due back in the library on this specified date. If no date is entered, all charged items are included. To select a range of dates, use the Date Range gadget.
All items in the report most recently had a notice sent to the user on the date specified. This date is updated by either recall or overdue notices that were output using the Count as a Notice Sent option Yes for either of the notice types. To select a range of dates, use the Date Range gadget.
All items in the report were last recalled to be returned to the library, because of a hold placed on the item by another user or library staff, on the date specified. This may be updated manually, or when the Hold Recall report is run. To select a range of dates, use the Date Range gadget.
All charges in the report were most recently renewed to the current user on the date specified. To select a range of dates, use the Date Range gadget.
All charges in the report were checked in by the selected library. Use the Policy List gadget to select libraries. If no value is selected, all libraries are included. Note This option is useful only for libraries that use the Charge History feature.
All items in the report are either owned by the specified library or libraries, or were checked out from the specified library or libraries. The Library selection uses the configuration to base policies on owning library or checkout library. Use the Policy List gadget to select libraries. If no value is selected, all libraries are included.
Each item in the report has had this number overdue notices sent to the user who has the item charged. For this number to increment automatically, you must select Count as a Notice Sent and the Overdue notice type in the Charge Notice output options. To select a range of numbers, use the Number Range gadget. This counter is also advanced if the user is contacted with the SirsiDynix Voice Automation (SVA) or TalkToMe module.
Each item in the report has had this number of recall notices sent to the user because of a hold placed on the item by another user or library staff. For this number to increment automatically, you must select Count As Notice Sent and the Recall notice type in the Charge Notice output options. SirsiDynix recommends that only the Recall Notice on Charged Items report be used to update the number of recall notices sent. To select a range of numbers, use the Number Range gadget.
This counter is also advanced if the user is contacted with the SirsiDynix Voice Automation (SVA) or TalkToMe module.
All charges in the report were renewed this number of times by the current user. To select a range of numbers, use the Number Range gadget.
Each item in the report has had this number of unseen renewals. To select a range of numbers, use the Number Range gadget.
If Yes, the report will include overdue items only. If No, all charged items, including those with a Date Due that has not yet arrived, are included. Items are marked overdue by the Update User Delinquency Status report. If Both is selected, all charges are included. The default value is Yes.
All charges selected by the report have the selected charge status. Select one of the following options for Status.
| • | Active selects only charge records that have an active status. |
| • | Inactive selects only charge records that have an inactive status (such as Lost items). |
By default, if neither the Active or Inactive radio button on the Charge Selection tab is enabled, then both are automatically selected.
Related topics
Update User Delinquency Status Report