Circulation and Reports - Auto

Circulation
and
Reports
Circulation in the cloud
• Circulation in the cloud – check items out from your
web browser
• No client needed
• Fast, informative, ergonomic
• Visual and audible cues for successful transactions
and warning alerts
• All transactions immediately posted
Circulation Screen
• Immediate and informative warnings for blocked
patrons; easy override
• Easy access to items out, patron holds management,
household, lost items, etc
• Patron photos display on checkout screen
• Print or email checkout receipts
• Items Out and previous checkout lists are one tab away
Fines and Fees Screen
• Item Pay, Pay All, Waive capabilities supported
• Payment method (cash, check, credit) logged with
each transaction
• Library can create and use locally-defined fees
(e.g. Museum, Conference room rental)
• Partial payments accepted; all transactions are
logged and can be reviewed
• Audit trail supported for financial management
• Integrated fine reporting to collection agency
• Pay via credit or debit card
Circulation Policies Grid
• Library assigns and manages staff permissions up to
five levels of granularity
• Unlimited number of patron types supported
• Unlimited number of material types supported
• Three levels of location supported (branch, department,
collection) for granular circulation policies
• Library-configurable matrix that manages loan periods,
renewal periods, fines, fine limits, hold limits, on a
hierarchical, multi-factor grid
Circulation Options
• Circulation options managed through the web;
easy to change
• Configuration reflects library transaction policies
and behavior
• Dozens of options, ranging from patron registration
period, to automatic receipt printing, to hold policies,
to service charges on credit card transactions
Notices & Receipts
• Notice delivery options: Paper, email, text message,
or phone notification
• Notice options: Up to 4 overdues, pre-Overdue, Fines,
Item on Hold Shelf, Hold Cancelled
• Library chooses its own wording on receipts and
all notifications
• Option to include Value Calculator message on
Circ Receipts
• Library can include its logo (graphic) on receipts
Statistics and Reports
• Quick-response Simple Circulation and Patron activity
• OPAC use including top-100 searches (keyword, author,
subject, title)
• Provided by day, month, or year
• Presented on screen, spreadsheet, or PDF
• Log analysis of incoming sessions to library OPAC
• VERSO provides 50+ system reports
• Most delivered in spreadsheet format
• System reports allow input parameters (dates, locations,
call number ranges, etc.)
• Reports can be scheduled: once, daily, weekly, monthly
• Results can be emailed to the requester
• Library generated ad-hoc reporting tool integrated into VERSO
• Wizard-like process lets staff design the query without
need to know SQL or other report languages
• Smart Report categories: Patron records, Item Holding
records, ACQ order records, or cross-category queries
• Delivered in spreadsheet format
• Reports can be saved and rerun without needing to edit queries
• Reports can be scheduled: once, daily, weekly, monthly
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Auto-Graphics, Inc. • 430 North Vineyard Avenue, Suite 100 • Ontario, CA 91764
800.776.6939 toll-free • www.auto-graphics.com • info@auto-graphics.com