Last Borrower

I am very sorry to bother people because I know that this has been discussed numerous times and I should already know…….. However I cannot remember how to get the person who borrowed a Text book last year. Can anyone tell me how to track down who borrowed a book previously. Its had a new barcode on it as it was trashed but the accession number would be the same still I  presume. We borrowed it to someone esle and now the Deputy has found something in it which was not “nice” and wishes to know the previous person. We cant remember who it was but it had been trashed as it has been given a new Barcode.

 

Normally you’d use B2 O2, then S = Select  & T = Title and enter the title (as a range, i.e. “From” Mathematics “To” Mathematict). Because it is a textbook you will end up with a long list to look through, so I suggest that instead of printing the list you print it to File and save it and then open Excel and Import the Text data from where you saved it. That way you can then ask it to “Find” the barcode you are after to see who borrowed the resource last.

It does not matter that you have changed the barcode of the resource as the data is attached to a Resource Number that OASIS allocates when the resource is first added to OASIS.

Hope this makes sense – if you aren’t used to importing data into Excel then see your CC or some other person who is familiar with such tasks, such as your SAM, for guidance.

I am trying to trace the last borrower of book called ’50 graphic organizers for the interactive whiteboard’ so I go to
B2
O2
Select
and
I have been entering all sorts of combinations trying to get the loan history for this title.  I am able to pick up books starting with numerals 4 and 6, but nothing starting with 5.

In the title range try putting in “From” = 40 “To” = 60 & see what you get.

 

Unauthorised loan- lettters after

What does an unauthorised loan message  mean when it has S F on the right hand side?
  

When you get an “Unauthorised Loan” message you’ll notice that there are 2 letters, (you will only get a number if you have used numbers to represent resource loan categories), with the message. Those 2 letters are “informing” you of which type of borrow & what resource loan type is affected. This information can then make it easier for you to know what you need to fix. As the codes used in each school are school-based decisions the letters that appear with the alert message are often different from one school to the next.

As an example, and depending on the location codes you use,  a  message with “Unauthorised Loan J F” could mean that you would need to check the Fiction Resource Loan Category in the Junior Borrower Loan Category.  (Asssuming you use J and F for those locations).      
 

Just started at new school and have had a borrowing error msg I’m not familiar with – unauthorised loan S J. Occurred mainly, but not only, with kindergarten.
Went into all borrowing options I could find to no avail. Can anyone point me in the right direction?

The first letter refers to the borrower category (S – student). The second is the resource loan category (J – junior?)
You need to go to B2, D2. Arrow down to the borrower category causing problem and <L> Loans. <A> Add the categories that the client is allowed to borrow.

Long term loan

Could someone please advise me on how to loan dictionaries out for the year to a teacher?

Firstly you need to go into B2 D1 and see if you already have a resource loan type for yearly loans. If you do then take note of its’ code. If you don’t then select A = Add then and  new code & loan type, such as Y = Year.

Secondly, go into B2 D2 and move the cursor next to your staff borrower code, select L = Loans and a list will appear of the loan types that you have allocated to your staff borrowers. If there isn’t already a resource loan category for “year” there then select A = Add and enter your code for year, leave the number of days blank and then you manually enter a set due date, in this instance you would either have the last day of school or your master due date.

Thirdly, go into B1 D1 and call the dictionaries up on the screen, get their copies information up and select E = Edit and change the loan type to your code for “year”. There is another way of doing this, you will need to have the dictionaries on hand & be using a computer with a barcode reader attached, select B2 L1 “Change loan type by Barcode” – you just need to decide whether the change in Permanent or Temporary (in which case you then have to set a date for when the resources will revert back to their previous Resource Loan Category).

Now you’ll be able to loan the dictionaries to the staff member – remember that if you make any changes to due dates on a computer other than the circulation kiosk and then go straight to the circulation kiosk which is already in B2 mode, then you need to QU the kiosk back to the Main Menu for the changes to take effect.

Textbooks- extended borrowing time

I was wondering if anyone can help me with our borrowing of text books. In the Loan Categories section I have put that texts can be borrowed for 99 days but really they need to be borrowed all year. How do I edit that number to more than 99 days as that is all it allows. Otherwise half way through the year (June) I will have to re borrow everything.

You need to leave the number of days (where you have put 99) as blank, press Enter and then you’ll be prompted to manually enter the date that you want the resources due back.

Unauthorised loan- “F” notation

Unauthorized loans F shows up when I attempt to borrow to staff. 

Go in to B2 D2, move the cursor so that it is next to your Staff borrower code, select L = Loans & you’ll get a list of all the loan types that you have for your staff. Look at the loan type code “F”, check the due date, it needs to be changed to a current date, select E = Edit and enter a new date. Whilst you are there, fix up any other due dates that have to be entered manually, such as term/semester/year loans.

Loan reports

I have printed of 2 reports, the LIBRARY 106 (loan history for loan category) & 103 (borrower loan statistics), and have found the total number of loans do not match. Does anyone know if they should?

I just went a step further and also printed out the loan statistics (B2 M1). All 3 were for the same period of time and I got 3 wildly differing figures.

I have spoken to the Helpdesk and they aren’t sure why the numbers do not correlate. They said the only person who may know is Jim Koen.

The mention of Jim’s name reminded me of the fact that in the OASIS Reports when you design a report regarding loans that it uses the date a resource is returned for statistical purposes NOT the date it was due. This information was imparted to me by Jim in a chat one day about a report that I was trying to design. So that would explain the discrepancies between the Loan Statistics (B2 M1) & the other reports, as B2 M1 refers to the outgoing resources figures.

I’ve just looked at my 103 report, it’s Borrower Loan Statistics, I wonder if it only includes borrowers who are currently on the system and any borrowers who have been removed over the period don’t have their loan figures available for the stats. I’ve come to this conclusion because my 106 report (Loan History for Loan Category) has a higher total. There’s not a huge discrepancy in figures between these 2 reports but enough to give support to my theory. Does my theory correlate at other schools?

Overdues-leavers and refresh

Is there a way of printing out “write offs” from kids who either don’t sign out, or “go bush”, or but take our books with them. In some cases we don’t actually get a forwarding address, or they go to some private school that is outside our network. They inevitably do take to good books with them, but we’re getting close to several hundred dollars at this stage, so while I’m glad they like the resources it’s an expensive sponsorship.

Yes, we do have a form in the school that includes checking with the library to sign out, but it just doen’t always happen. I know supposedly they do have to sign out before the next school can accept them.

So, is there any report to be able to print out  these borrowers and their book details to highlight the problem?

When you do a Refresh Students one of the options is to “Remove students who have left and have no current loans?” default is “N” change to “Y” (don’t ask me why the default is set to “no”.)
After the refresh is complete you get a report of “Students unable to be deleted due to outstanding loans”.

 

That is the only report set up to produce a list of students who are still on OASIS Library with outstanding loans but have been remove from Admin & therefore cannot be automatically removed from OASIS Library.

 

 

Borrower lists using Excel

See Scan Vol 29 No 1 February 2010 pages 49-51 for Jim Koen’s instructions on how to create the borrower lists using Excel – clear and easy to follow.

Unauthorised Loan SF message

Does anyone know what “unauthorised loan SF” means. It comes up when I have been doing teacher loans?

 

For a) – go into B2 F1 Maintain Calendar. Select G = Generate and enter the next year, i.e.11 – don’t forget to enter the holidays once the calendar has been generated.

For b) – go into B2 D2 Borrower Loan Categories. Move the cursor down to your S borrowers & select L = Loans. A list of all the loan types for this particular borrower category will appear. Have a look at the F loan type and see what loan period & due date it has. If the loan period, i.e the number of days is blank then you have to manually enter the due date, select E = Edit   and change the due date to a future one, possibly make it match your Master Due Date.

 

BTW if you have the “unauthorised loan” message and you are in a hurry to loan the resource/s out, just scan in the word OVERRIDE and then you can manually enter a due date for the resource/s.

 

The S & F  are telling you 2 things. The first letter is the Borrower Loan Category that is having the issue, in this case I would assume that the S stands for Staff. The second letter is the Resource Loan Category, so I would assume that it is your F = Fiction. You need to check the following things:
 
1. Have you generated this year’s calendar? (B2 F1 G = Generate)
2. Have you re-set your master due dates ? (B2 D2 & E = Edit – must be done for all your borrower categories.)
3. Have you re-set your fixed due dates? (B2 D2, move the cursor next to your staff borrower category, select L = Loans and then move the cursor next to the resource loan category/ies that have fixed due dates, i.e. no numbers in the Period (Days) column, select E = Edit.)
 
4. Have you added all the Resource Loan Categories that you want for each group of borrowers? (B2 D2, check each of your Borrower Loan Categories by select L = Loans and seeing that all the appropriate resource Loan Categories are listed – if you need to add any then select A = Add. Repeat for all your Borrower Loan Categories.)

 

 

  

 

Unauthorised loan and calendar

Subject: unauthorised loan sc.

I’m sure I used to know what this meant. It’s coming up when we try to do a loan for any of our teachers borrowing teacher resources. Can anyone tell me what it means and how to fix the problem?

It means we are coming into the home stretch for this year. You teacher loan period probably now extends into next year and you need to decide whether you want teachers to be able to borrow over the Christmas holidays or not. Go to B2, D2 and arrow down to teacher and either  <E> Edit to adjust the master date or <L> Loan to adjust the borrowing period for teacher. If you leave the Period (Days) field blank, the books will be due back on the master date.

This happens every year, about this time, if you have not generated next year’s calendar and specified the holiday dates for 2011 in OASIS. “Unauthorised Loan” comes up for teachers first because they often have a due date of 100 days in advance (students are usually only 14 days, or so), and there aren’t that many days left of 2010.

I have a small, yet annoying, dilemma. Our master due date was 30th November, where upon all textbooks became overdue – this is working well for signing out year 10 and year 12. The issue I have is what to do now when loaning out fortnightly and/or yearly (textbook) loans. Because everything is overdue you have to override the initial loan part, then scan the barcode then override again, this time to manually put a date in because the loan is ‘unauthorised’. The usual lady that I have is away: do we need to generate the calendar? Will setting a new master due date (30/11/11) effect the year 10s current ‘overdue’ loans/textbooks (that I am trying to sign out)? How do I fix this – I will also need to be able to do Christmas holiday loans too – hopefully without having to override each loan.

Generate 2011, set a new Master Due Date for2011. The new master due date will only be in force for the new loans, anything that is already on loan will have been “locked” in to the due date that was in effect when they took out the loan.

With the textbooks that you want to “re-loan” why not go into B2 A1 call up the student concerned, select L = Loans and move the cursor next to the relevant title and select R = Renew. This would be quicker than the current Override method.