Sirsi Admin

BARRED · BARRED users cannot checkout items. A user cannot be automatically barred or unbarred by Unicorn. This status must be set or removed by a workstation operator and requires the use of an override code.

BLOCKED · Users are BLOCKED when their unpaid bills and accruing fines reach a certain amount or they have a certain number of overdue or recalled items. An override is required to check out items to a blocked user.

DELINQUENT · Users become DELINQUENT when they have unpaid bills, overdue items, or charges which have been recalled and are past the recall due date. Delinquent users can still check out items and have all the other privileges of OK users, but Unicorn will warn operators that the user is delinquent.

OK · Users with a status of OK have full library privileges.

There are 3 things in the user profile policy Circulation tab that will trigger a change in status to BLOCKED or DELINQUENT

Overdue Threshold

The system monitors the number of items overdue for every user. If a user has a certain number of items overdue which is equal to or passed that user’s profile Overdue Threshold, then the user is blocked from further checkouts. To set an Overdue Threshold, type a number between 0-32,000, or use the Minimum/Maximum gadget to select a number. If set to 0, the Overdue Threshold is unlimited. The Overdue Threshold is considered in determining the user’s blocked status only, and is determined dynamically at the workstation.

Note: The DELINQUENT status and the BLOCKED status are not set automatically in the workstation when the cause of the status change is overdue items or overdue reserves. The Update User Delinquency Status report must be run for the status field to be updated.

Bill Threshold (estimated fines/bills)

The system monitors the amount of money owed by every user; this amount includes both bills and accruing fines. If a user owes an amount which is equal to, or passes the Bill Threshold set in the user’s profile, then the user is blocked from further checkouts. The Bill Threshold may be set to any amount desired ($.00–$10000.00) for each User Profile. If set to $.00, the Bill Threshold is unlimited. Type an amount, or use the Minimum/Maximum amount gadget to select an amount.

The Bill Threshold is considered in determining the user’s DELINQUENT and BLOCKED statuses. The DELINQUENT status is displayed automatically in the workstation when the user has a bill. The BLOCKED status is displayed automatically when the user meets or exceeds the Bill Threshold amount.

Note: If you change a user’s profile, the Update User Delinquency Status report must be run for the status field to be updated.

For example, if you change the 123456 user to have an STAFF profile with a $0.00 Bill Threshold, which is unlimited, instead of a PUBLIC Profile with a $5.00 Bill Threshold, and if the 123456 user has $5.00 in bills, the Update User Delinquency Status report will need to be run for the status to change from BLOCKED to DELINQUENT.

Overdue Recall Threshold

This attribute allows users to be blocked based on the number of overdue recalls associated with a user. To define this Overdue Threshold, type a number between 0-32,000, or use the Minimum/Maximum gadget. The Overdue Recall Threshold attribute does not display for SirsiDynix Symphony K12 systems.

Note: The DELINQUENT status and the BLOCKED status are not set automatically in the workstation when the cause of the status change is overdue items or overdue reserves. The Update User Delinquency Status report must be run for the status field to be updated.

An item will be counted against the Overdue Recall Threshold if both of the following conditions have been met.

• The item has been recalled.
• The item is overdue.

If the number of overdue recalls with at least one recall notice is equal to or greater than the number specified by the Overdue Recall Threshold attribute, the patron’s user status will be set to BLOCKED, once the Update User Delinquency Status report is run.