Procedure Manual
From PPL Documentation Wiki
(Difference between revisions)
(→Paying with a Check ............103.4) |
(→Tendering ...........103.5) |
||
| Line 78: | Line 78: | ||
===Tendering ...........103.5=== | ===Tendering ...........103.5=== | ||
| + | |||
| + | * Always offer the patron a receipt upon completion of a transaction. | ||
| + | * If a patron wishes to pay a fine click on the “charges” tab of the patron record. | ||
| + | * If the patron wishes to pay for the whole account balance, be certain that the exact amount being tendered is visible in the “amount to tender” box, and then click on the “balloon pay/waive” button. | ||
| + | * If the patron wishes to only pay for some of their charges, click an item the patron wishes to pay on in the “All charges for current patron” box when that item is highlighted, enter the amount he/she wishes to pay (if it is not the full amount) in the “Tender” box on the right side of the charges tab, then click the “individual pay/waive.” Repeat this for each item the patron wishes to pay for. | ||
| + | * If a patron wants to pay for a certain amount but not the whole amount or on any specific item, then enter the amount to be paid in the “amount to tender” box, and click the “balloon pay/waive” button. | ||
| + | |||
===Waiving ..............103.6=== | ===Waiving ..............103.6=== | ||
Revision as of 11:44, 10 November 2012
Circulation Related Procedures
Cards 101
Application Card Instructions ..101.1
Application Card Updates/Changes
- If a patron already has a card and wishes to do one of the following he/she needs only fill out the signature and date section of a new application card:
- Add a proxy
- Add internet access to a juvenile card
- Get a replacement card due to a damaged card or a card that will not scan
(Staff are to fill out the No. section, print the patron’s name on top left of application card, and write the current expiration date on the new application card.)
- If a patron already has a card, the following is a list for which the patron needs to fill out a whole new application card:
- Lost card
- Expired Card
- Address/Phone Number Change
- Name Change
- Patron Type Change
- The following are the only statements that staff may write on the top front of the application card:
- 1st, 2nd, 3rd
- Replacement
- Proxy Only
- Internet Only
- Update Expired
- Address Change
- Name Change
- Patron Type Change (J to A, A to O)
- Damaged Card
Issuing ...101.3
Expired - Almost Expired ...101.4
Replacement ........101.5
Check in Date – Overriding ..102.1
Fines ........103
Amounts/Limits .103.1
- Agency -$10.00 (Can only be waived by the Director)
- Book Drop - $1.00
- Copies - $0.10 a page
- Damaged - $3.00 or Price of the item (see 106.5)
- Disks - $1.00 for Floppy Disk, $15.00 for Zip Disk
- Fax - PER PAGE $2.00 to send, $1.00 to receive, $6.00 to send outside the U.S.
- ILL - $5.00 for non-pickup, $1.00 a day overdue, $50.00 plus price of item for lost, $3.00 for missing white band and bar code (see section 105.1 subsection I)
- Lost - Price of the item
- Overdue - $0.10 a day, $1.00 day for Videos/DVDs
- Replacement Card - $1.00 for First Replacement, $5.00 thereafter
- The maximum fine balance for an adult card is $5.00.
- The maximum fine balance for a juvenile card is $3.00.
Accidental Waive/Tender ....103.2
If a fine is accidentally waived/tendered, the employee needs to initial the receipt and have their supervisor or the lead person initial it. A note should be left in the moneybag or cash drawer explaining that the deposit will be short and by what amount. Do not re-enter the fine.
Fine Code Explanations .......103.3
- A - Agency - For Collection Agency charges
- BD - Book Drop - For videos being placed in the book drop
- CP - Copies - For payment of printouts
- D - Damaged - For damaged item charges
- DISK - Disks - For floppy or zip disk purchase
- FX - Fax - Fax charges
- ILL - Interlibrary Loan - Charges related to ILL items
- L - Lost - If an item is lost and charged to a patron’s account
- LH - Local History - Fees for research, etc. in the Local History Department
- M - Misc. - For discarded items, bad check charges, plastic book bags
- OV - Overdue - For item overdue charges
- RC - Replacement Card - For replacement card charges
Paying with a Check ............103.4
- Checks must be made out to Portsmouth Public Library
- The staff member who accepts the check must put their initials and branch initials on the upper left hand corner of the front of the check.
- Staff members who accept checks must endorse the check by stamping it with the Portsmouth Public Library stamp.
- The check should then be placed in the money bag/cash drawer.
Tendering ...........103.5
- Always offer the patron a receipt upon completion of a transaction.
- If a patron wishes to pay a fine click on the “charges” tab of the patron record.
- If the patron wishes to pay for the whole account balance, be certain that the exact amount being tendered is visible in the “amount to tender” box, and then click on the “balloon pay/waive” button.
- If the patron wishes to only pay for some of their charges, click an item the patron wishes to pay on in the “All charges for current patron” box when that item is highlighted, enter the amount he/she wishes to pay (if it is not the full amount) in the “Tender” box on the right side of the charges tab, then click the “individual pay/waive.” Repeat this for each item the patron wishes to pay for.
- If a patron wants to pay for a certain amount but not the whole amount or on any specific item, then enter the amount to be paid in the “amount to tender” box, and click the “balloon pay/waive” button.