Patron Global Blocks Claudia Isbir Customer support analyst Version 21.1 rep_change #2017 IGeLU request #2243 Claudia Isbir Customer support analyst

Agenda Introduction Configuration Example Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Introduction Purpose of Enhancement PC GUI Circulation module - During return and loan sessions information about patron blocks are needed by the staff in order to give better service to the patrons. Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Introduction Description (part 1 of 2): Patron related blocks will be displayed as part of the return and loan sessions. In addition - when patron retrieved in the patron bar - the upper bar display will include indication regarding the existence of blocks and notes. Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Introduction Description (part 2 of 2): The following has been added: A new label “Patron Blocks” in the user details A Message *Patron has Blocks/Notes* to indicate existing blocks and notes Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Agenda Introduction Configuration Example Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Configuration If localization is required, change the following n $alephe_root/error_<lng>/pc_cir_c0463 1) ADD: 0023 0000 L *Patron has Blocks/Notes* 2) REPLACE: 2001 0000 L $1 ($3/$4) TO: 2001 0000 L $1 ($3/$4) $5 Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Configuration If localization is required, add the new label ##LABEL Patron Blocks## in file ./[adm_library]/pc_display_<lng>/user-details It consists of 4 CONDITIONS for the different types of blocks: z303-delinq-n-1 (2, 3)         Blocks in global patron information aleph-local-block-1 (2, 3)    Blocks in local patron information – ALEPH library-local-block-1 (2, 3)  Blocks in local patron information – ADM level local-block-1 (2, 3)            Blocks in local patron information – sub library level* Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach * These blocks will only be displayed when the sub library matches the sub library of the transaction (loan or return)

Configuration If localization is required, add the following lines to ./[adm_library]/pc_display_<lng>/user-details: SECTION-01 ##LABEL Patron Blocks## <include>html-head <include>open-table-1 CONDITION z303-delinq-n-1 <tr> <th class="table-1" id="bold" align="left" width = "45%"> Global Block (1) </th> <td class=table-1> ./z303-delinq-n-1 </td> </tr> END-CONDITION Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach Sections for global blocks: z303-delinq-n-1 z303-delinq-n-2 z303-delinq-n-3

Configuration ./[adm_library]/pc_display_<lng>/user-details continued CONDITION aleph-local-block-1 <tr> <th class="table-1" id="bold" align="left" width = "45%"> ALEPH Local Block (1) </th> <td class=table-1> ./aleph-local-block-1 </td> </tr> END-CONDITION Sections for local blocks on ALEPH level: aleph-local-block-1 aleph-local-block-2 aleph-local-block-3 Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Configuration ./[adm_library]/pc_display_<lng>/user-details continued CONDITION library-local-block-1 <tr> <th class="table-1" id="bold" align="left" width = "45%"> Library Local Block (1) </th> <td class=table-1> ./library-local-block-1 </td> </tr> END-CONDITION Sections for local blocks on ADM level: library-local-block-1 library-local-block-2 library-local-block-3 Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Configuration ./[adm_library]/pc_display_<lng>/user-details continued CONDITION local-block-1 <tr> <th class="table-1" id="bold" align="left" width = "45%"> Library Local Block (1) </th> <td class=table-1> ./library-local-block-1 </td> </tr> END-CONDITION Sections for local blocks on sub library level: local-block-1 local-block-2 local-block-3 Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Agenda Introduction Configuration Example Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example Patron has a global block Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example When calling up the patron for loan or return a note in the upper bar indicates, that there are Blocks/Notes. Click on tab ‘Patron Blocks’ for details Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example Local Blocks are registered on ALEPH, ADM or sub library level Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Example Local Blocks can be displayed for all 3 local levels at the same time ALEPH Local Block – ALEPH Library Local Block - ADM Local Block - sub library Unlike our competitors, we did not release a new revolutionized system every few years but rather took the evolutionary approach

Claudia.Isbir@exlibrisgroup.com