|
Selecting items & shortcuts |
Items |
|
Borrower |
Circulations |
|
Use the status line displayed at the top
right of the screen to verify user and branch location and the current AFO. |
|
|
You can enter the AFO shortcut if you know it from almost any screen and press <ENTER>.
Text will appear below the toolbar and the current AFO will appear in the
status line. Click on the house icon beside the AFO Access in the lower left screen to return to the main screen. |
|
|
Use the AFO access and Favourites menus (left side of screen) to navigate V-smart as
usual. You can hide and restore the menus and status line using these icons: |
|
Hide
frame by clicking this icon. |
|
|
Restore
the shortcut frame by clicking this icon. |
|
|
From the toolbar on the
main screen, you can change branch
locations using the “Change location/institution” icon. |
Shortcuts:
The following keys have a
special meaning within V-smart:
|
Icon |
Key |
Meaning |
|
|
<ENTER> |
OK, or confirmation |
|
|
<ESC> or F9 |
Cancel, or Go back
(works from most screens) |
|
|
F12 |
Shortcut to all options |
|
|
CTRL+F12 |
Help |
|
§
Hover over any icon to view its name. An icon cannot be
used if the pointer does not turn into a hand and the icon is greyed out. §
Use F12 to pull up a list of keyboard shortcuts for any
screen. Press the <ESC> key to exit the shortcut menu. You can click on
any of the blue highlighted items listed in the shortcut menu to follow that
action. §
An asterisk
represents the line number of the item. In this example, you can type
S1+ENTER to cancel the reservation for the item at line number 1. |
|
Combo / Lists:
|
§
In fields marked as Combo/Lists §
When the pencil
icon is visible, you must select from a pre-defined list. Clicking on the
pencil icon changes it to a list icon §
In this example, “Country” has been converted to allow
text entry while “County/state/province” remains restricted to the drop-down
list. |
|
,
allowing you to enter any value into the text field. 
Multiple
selection listboxes:
|
§
The list icon §
To clear entries, click on the listbox icon, deselect each
selected item, and click on the checkbox icon. |
|
AFO
431 – Borrower Maintenance
|
|
|
- Click on the blue underlined headings
to edit borrower info.
- To copy info to the clipboard,
highlight it and type CTRL+C.
- The Copy icon is useful for registering family members.
Renewing memberships: If the account has expired, click on
the 31 icon at the top of the screen
to generate a 1-year renewal date. If the account has NOT expired, first click
on Membership Fee, then change the
expiry date to any date in the past, and then click on the 31 icon. Note: If you are updating an expired subscription account,
you will need to first go into Membership
Fee and then change the date manually (unless the patron has paid for an
entire year).
AFO 431 – Borrower Details
|
|
|
- Use icons, or click on category
headings, or use keyboard shortcuts to navigate the screen.
Loans: click on “Loans” or use the icon to view the loans screen.
Reservations: click on “Reservations” or use the icon to view the
reservations screen.
Payments: click on “Unpaid balance” or use the icon to view the payments
screen.
Abnormal transactions: the total number of any lost/missing/claimed
returned items will appear next to both “Abnormal transactions” and the “Current
special loan status” category heading.
Current special loan statuses: If any special loan statuses exist,
click on the “Current special loan status” heading to view the details. The
current status of an item is shown so that you can see if an item has been
cleared.
Invoices: the total number of
invoices attached to a borrower account will appear next to the “Invoices” category
heading. Click on the heading to view invoice details.
AFO 421 – Reservations
|
§
Reservations can also be made through AFO 421 – Place reservations. §
New reservation: to create a new
reservation for the patron, use the “New reservation” icon. §
Modify reservation: to modify a
reservation, click on the item or type the line number and <ENTER>. §
Cancel reservation: to cancel a
reservation, select it and click on the “Cancel reservation” icon. §
Item overview: to view the details of
an item, select it and click on the “Item overview” icon. §
Modify Pickup Location
After Item is Trapped: This procedure only works at the branch where the item is
waiting on the shelf or you can use the “change location/institution” icon to
change branch locations. To modify a reservation, click on the item or type
the line number and press <ENTER>. On the next screen, use the drop
down menu beside “Pickup Location” to change the patron’s pickup location.
Click on “OK” or press <ENTER> to submit change. |
|
AFO 411 – Loans
|
Icon |
Definition |
Icon |
Definition |
|
|
|
|
|
|
|
Standard renewal of 1
item |
|
Stop and renew nothing
(undo of all actions) |
|
|
|
|
|
|
|
Standard renewal of all
items |
|
Undo renewal of 1 or
more items |
|
|
|
|
|
|
|
Non standard renewal of
1 item |
|
Switch to item
information |
|
|
|
|
|
|
|
Non standard renewal of
all items |
|
Modify status |
§
Renewals can also be completed using AFO 413 – Renewals.
§
Renewal of one item: click on an item to
renew it, or select it and use the “Standard renewal of 1 item” icon, or type
the line number of the item and then <ENTER>.
§
Renewal of multiple
items:
select items and use the “Standard renewal of 1 item” icon.
§
Undo renewals: select items to undo and
use the “Undo renewal of 1 or more items” icon or use the “Stop and renew
nothing” icon to cancel all renewals.
Modifying the status of items on loan:
§
To access the modify status screen, select the item and
click on the “Modify status” icon.
§
From the drop-down list, select the appropriate status
category and click on OK.
§
For lost items, accept the message that pops up asking if
you want to see the invoice for the transaction.
AFO 431 – Lost Items
|
|
|
§
From the Loans screen, set the status of the item to lost
and accept the message to view the invoice.
§
Ensure that the item is listed with the appropriate fee
under the “Amount” column. If item price is incorrect (i.e. zero dollars),
please modify item price.
§
Modify item price: select the item and use
the “Modify price of selected item” icon or type the line number and
<ENTER>.
§
Saving the invoice: you MUST click on the “Close
invoice” icon to save the changes or the amount will not be applied to the
borrower’s account. Accept the message to close the account. Now you can exit
out of the screen or update the status of another item.
Returned Lost
Items:
Return the lost item:
§
Check item in at AFO
412 – Returns.
§
Record the borrower information and accept the message that
pops up asking if you want to remove the item status.
§
Access the borrower account by clicking on the “Borrower
maintenance” icon 
from the Returns screen and entering the
borrower information.
Remove the unpaid balance:
§
From the Borrower’s account, click on the Details icon 
and then click on the “Unpaid balance”
category heading.
§
Click on the returned lost item and in the screen that
appears choose “Waived” from the drop-down list. Press OK to submit and when
prompted enter the override code.
Delete the loan special status:
§
Return to Borrower Details (go back one screen) and click on
the “Current special loan status” category heading. The current status of an
item is shown so that you can see if an item has been cleared; therefore the
status will be “in the library.” Click on the returned lost item and record the
invoice number.
§
To remove the unpaid balance, select the returned lost item
and click on the Delete icon
.
Delete the invoice:
§
Return to Borrower Details (go back one screen) and click on
the “Invoice” category heading. Click on the invoice number (recorded in the
previous step).
§
To remove the invoice, select it and click on the Delete
icon . Replace the “N” with a “Y” in the screen
that appears and click OK.
|
Icon |
Definition |
Icon |
Definition |
|
|
|
|
|
|
|
Select no. |
|
Accept total payment in
cash + print receipt |
|
|
|
|
|
|
|
Accept total payment in
cash |
|
Payment history |
|
|
|
|
|
|
|
Select payment type for
all amounts |
|
No payment |
|
|
|
|
|
|
|
Partial payment history |
|
Output outstanding
payments |
Accept payments:
§
Payments can also be accepted through AFO 431 – Borrower Maintenance by going into Details and then
“Unpaid balance”.
§
Use the “No payment” icon to exit the screen with payments
remaining.
§
Payment of one item: click on the item or
select it and use the “Select no.” icon to make a payment. Choose the
appropriate payment type from the list.
§
Payment of multiple
items: select
the items and use the “Select no.” icon to make the payment.
§
Payment of all items: for cash payments of all
items, use the “Accept total payment in cash” icon. For non-cash payments, use
the “Select payment type for all amounts” icon.
§
Partial payments: click on the “Select
payment type for all amounts” icon and then select “Partial payment” from the
drop-down list. In the screen that appears, enter the partial payment amount.
To make a partial payment for one or more specific items, select them and click
on the “Select no.” icon. Choose
“Partial payments’ from the drop-down list and then enter the payment amount.
§ Add payments to account: Search for a patron. In the “Sales – 1-item(s)” pop-up window, select “FI * Fines” from the Sale Item drop down menu. Leave the Number as 1. In the box for Total Amount, enter the payment amount (for example, enter the amount of fines that you accidentally erased). Click OK. The window will pop back up; click Stop Sales. Always add a Maintenance Note explaining what the payment is for. In this example, fines are no longer connected to a specific overdue charge.
