- When adding or editing a patron address, please write out 'Newburyport'.....never abbreviate.
- When a patron moves from another MVLC town to Newburyport, rather than deleting the old account, simply update the patron's current account and of course replace the old barcode with the new Newburyport card.
- If you are in a patron's edit screen, update the expiration date by clicking on 'Update Expire Date'. It will automatically set the expiration date for 3 more years. That way, we won't have so many people with dates set so far in the future. Patrons that were with us prior to the migration to Evergreen, have expiration dates out to 2037! But make sure to check with the patron to ensure all of their contact info is correct.
Friday, August 29, 2014
Patron Edit Page
Tuesday, August 19, 2014
De-dotting and Bills
We are now de-dotting Dec. and Jan. Fiction
Bills -
- When adding a bill to a patron account, please note what the bill is for. For example, if you add a bill for a replacement book cover (or dvd case or whatever have you) you must note that on the bill. Otherwise, when the patron approaches the desk and we tell them there is a bill on their account and they want to know why, we have to be able to tell them ....... if we can't, we end up forgiving the bill.
- Fill out the payment slip completely.
NPL - If the payment is for an NPL item, put the payment slip in the Newburyport manilla envelope in the money drawer at the front desk or in the staff person's mailbox who is responsible for that part of the collection....ie. a fiction lost book payment slip can go into Jessica Atherton's mailbox. (There is a list on the Circ. office bulletin board.) The payment itself goes in with the daily cash.
Other Libraries - If the payment is for another library's item, the slip and payment go into the "OTHER Libary's" manilla envelope.
Both - If payment is to NPL but also to another owning library, you must complete a separate payment slip for each library and the patron must make a check out separately to each library.
- More information...... if you think there should be more information attached to a bill than is readily evident, you can find it (if it is there) by check marking/highlighting the specific bill and going into 'history' and then at the bottom, clicking on 'Full Details'.
Bills -
- When adding a bill to a patron account, please note what the bill is for. For example, if you add a bill for a replacement book cover (or dvd case or whatever have you) you must note that on the bill. Otherwise, when the patron approaches the desk and we tell them there is a bill on their account and they want to know why, we have to be able to tell them ....... if we can't, we end up forgiving the bill.
- Fill out the payment slip completely.
NPL - If the payment is for an NPL item, put the payment slip in the Newburyport manilla envelope in the money drawer at the front desk or in the staff person's mailbox who is responsible for that part of the collection....ie. a fiction lost book payment slip can go into Jessica Atherton's mailbox. (There is a list on the Circ. office bulletin board.) The payment itself goes in with the daily cash.
Other Libraries - If the payment is for another library's item, the slip and payment go into the "OTHER Libary's" manilla envelope.
Both - If payment is to NPL but also to another owning library, you must complete a separate payment slip for each library and the patron must make a check out separately to each library.
- More information...... if you think there should be more information attached to a bill than is readily evident, you can find it (if it is there) by check marking/highlighting the specific bill and going into 'history' and then at the bottom, clicking on 'Full Details'.
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