1 Circulation - Patron Record
2 ---------------------------
4 [[circulation_searching_patrons]]
8 indexterm:[patrons, searching for]
10 To search for a patron, select the Patron Search option from the toolbar,
11 _Search -> Search for Patrons_ from the menu bar, or *F4*.
13 The Patron Search screen will display. The orientation of the search pane may
14 be vertical or horizontal, depending on your library’s configuration. It will
15 contain options to search on the following fields:
31 Use the options above the search fields to include patrons marked ``inactive''
32 in your search results or to limit results to patrons in a specific library
33 branch or in a specific permission group.
35 image::media/circulation_patron_records-1.png[circulation_patron_records 1]
40 * Search one field or combine fields for more precise results.
41 * Truncate search terms for more search results.
44 Once you have located the desired patron, highlight the entry for this patron in
45 the results screen. A summary for this patron will display in place of the
48 image::media/circulation_patron_records-2.png[circulation_patron_records 2]
50 Use the _Retrieve Patron_ button to retrieve the patron for circulation or
53 image::media/circulation_patron_records-3.png[circulation_patron_records 3]
55 The _Search Form_ button may be used to resume searching for patrons.
57 Registering New Patrons
58 ~~~~~~~~~~~~~~~~~~~~~~~
60 indexterm:[patrons, registering]
62 To register a new patron, select _Patron Registration_ from the toolbar,
63 _Circulation -> Register Patron_ from the menu bar, or *shift + F1*. The Patron
64 Registration form will display.
66 image::media/circulation_patron_records-4.png[circulation_patron_records 4]
68 Mandatory fields display in yellow.
70 image::media/circulation_patron_records-5.png[circulation_patron_records 5]
72 The _Show Only Required Fields_ and _Show Suggested Fields_ may be used to limit
73 the options on this page.
75 image::media/circulation_patron_records-6.png[circulation_patron_records 6]
77 When one of these options is selected, it is possible switch to the other
78 limited view or to revert to the original view by selecting _Show All Fields_.
80 image::media/circulation_patron_records-7.png[circulation_patron_records 7]
82 When finished entering the necessary information, select _Save_ to save the new
83 patron record or _Save & Clone_ to register a patron with the same address.
84 When _Save & Clone_ is selected, the address information is copied into the
85 resulting patron registration screen. It is linked to the original patron.
86 Address information may only be edited through the original record.
88 image::media/circulation_patron_records-8.png[circulation_patron_records 8]
91 ============================================================================
92 * Requested fields may be configured in the _Library Settings Editor_ (_Admin ->
93 Local Admin -> Library Settings Editor_).
94 * Statistical categories may be created for information tracked by your library
95 that is not in the default patron record.
96 * These may be configured in the _Statistical Categories Editor_ (_Admin ->
97 Local Admin -> Statistical Categories Editor_).
98 * Staff accounts may also function as patron accounts.
99 ============================================================================
102 Patron Self-Registration
103 ~~~~~~~~~~~~~~~~~~~~~~~~
106 Patron Self-Registration allows patrons to initiate registration for a library account through the OPAC. Patrons can fill out a web-based form with basic information that will be stored as a “pending patron” in Evergreen. Library staff can review pending patrons in the staff-client and use the pre-loaded account information to create a full patron account. Pending patron accounts that are not approved within a configurable amount of time will be automatically deleted.
108 *Patron Self-Registration*
110 . In the OPAC, click on the link to *Request Library Card*
112 . Fill out the self-registration form to request a library card, and click *Submit Registration*.
114 . Patrons will see a confirmation message: “Registration successful! Please see library staff to complete your registration.”
116 image::media/patron_self_registration2.JPG[Patron Self-Registration form]
118 *Managing Pending Patrons*
120 . In the staff client select *Circulation* -> *Pending Patrons*.
122 . Select the patron you would like to review. In this screen you have the option to *Delete* a pending patron account or *Load* the pending patron information to create a permanent library account.
124 . To create a permanent library account for the patron, click on the patron’s row, right-click and select *Load Patron* or click on the *Load Patron* button at the top of the screen. This will load the patron self-registration information into the main *Patron Registration* form.
126 . Fill in the necessary patron information for your library, and click *Save* to create the permanent patron account.
132 Three new Library Settings have been created to manage patron self-registration:
134 * *OPAC: Allow Patron Self-Registration* must be set to ‘True’ to enable use of this feature.
136 * *OPAC: Patron Self-Reg. Expire Interval* allows each library to set the amount of time after which pending patron accounts should be deleted.
138 * *OPAC: Patron Self-Reg. Display Timeout* allows each library to set the amount of time after which the patron self-registration screen will timeout in the OPAC. The default is 5 minutes.
140 Several existing Library Settings can be used to determine if a field should be required or hidden in the self-registration form:
142 * *GUI: Require day_phone field on patron registration*
144 * *GUI: Show day_phone on patron registration*
146 * *GUI: Require dob (date of birth) field on patron registration*
148 * *GUI: Show dob field on patron registration*
150 * *GUI: Require email field on patron registration*
152 * *GUI: Show email field on patron registration*
154 * *GUI: Require State field on patron registration*
156 * *GUI: Show State field on patron registration*
158 * *GUI: Require county field on patron registration*
160 * *GUI: Show county field on patron registration* [New Setting]
162 Several existing Library Settings can be used to verify values in certain fields and provide examples for data format on the registration form:
164 * *Global: Patron username format*
166 * *GUI: Regex for phone fields on patron registration* OR *GUI: Regex for day_phone field on patron registration*
168 * *GUI: Regex for email field on patron registration*
170 * *GUI: Regex for post_code field on patron registration*
172 * *GUI: Example for email field on patron registration*
174 * *GUI: Example for post_code field on patron registration*
176 * *GUI: Example for day_phone field on patron registration* OR *GUI: Example for phone fields on patron registration*
180 [[updating_patron_information]]
181 Updating Patron Information
182 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
184 indexterm:[patrons, updating]
186 Retrieve the patron record as described in the section
187 <<circulation_searching_patrons,Searching Patrons>>.
189 Select _Edit_ from the options that display at the top of the patron record.
191 image::media/circulation_patron_records-9.png[circulation_patron_records 9]
193 Edit information as required. When finished, select _Save_. If you attempt to
194 close out of the patron account before the information is received, an alert
197 image::media/circulation_patron_records-10.png[circulation_patron_records 10]
199 Select _OK_ to continue or _Cancel_ to return to the editing form.
201 After selecting _Save_, the page will refresh. The edited information will be
202 reflected in the patron summary pane.
204 NOTE: If collapsed, you will need to manually ``un-collapse'' this pane.
206 Renewing Library Cards
207 ~~~~~~~~~~~~~~~~~~~~~~
209 indexterm:[library cards, renewing]
211 Expired patron accounts display with a black box around the patron’s name, a
212 note that the patron is expired, and – when initially retrieved – an alert
213 stating that the ``Patron account is EXPIRED.''
215 image::media/circulation_patron_records-11.png[circulation_patron_records 11]
217 Open the patron record in edit mode as described in the section
218 <<updating_patron_information,Updating Patron Information>>.
220 Navigate to the information field labeled _Privilege Expiration Date_. Enter a
221 new date in this box. When you place your cursor in the _Patron Expiration Date
222 box_, a calendar widget will display to help you easily navigate to the desired
225 image::media/circulation_patron_records-12.png[circulation_patron_records 12]
227 Select the date using the calendar widget or key the date in manually. Click
228 the _Save_ button. The screen will refresh and the ``expired'' alerts on the
229 account will be removed.
234 indexterm:[library cards, replacing]
236 Retrieve the patron record as described in the section
237 <<circulation_searching_patrons,Searching Patrons>>.
239 Open the patron record in edit mode as described in the section
240 <<updating_patron_information,Updating Patron Information>>.
242 Next to the _Barcode_ field, select the _Replace Barcode_ button.
244 image::media/circulation_patron_records-13.png[circulation_patron_records 13]
246 This will clear the barcode field. Enter a new barcode and _Save_ the record.
247 The screen will refresh and the new barcode will display in the patron summary
250 If a patron’s barcode is mistakenly replaced, the old barcode may be reinstated.
251 Retrieve the patron record as described in the section
252 <<circulation_searching_patrons,Searching Patrons>>. Open the patron record in
253 edit mode as described in the section <<updating_patron_information,Updating
254 Patron Information>>.
256 Select the _See All_ button next to the _Replace Barcode_ button. This will
257 display the current and past barcodes associated with this account.
259 image::media/circulation_patron_records-14.png[circulation_patron_records 14]
261 Check the box(es) for all barcodes that should be ``active'' for the patron. An
262 ``active'' barcode may be used for circulation transactions. A patron may have
263 more than one ``active'' barcode. Only one barcode may be designated
264 ``primary.'' The ``primary'' barcode displays in the patron’s summary
265 information in the _Library Card_ field.
267 Once you have modified the patron barcode(s), _Save_ the patron record. If you
268 modified the ``primary'' barcode, the new primary barcode will display in the
269 patron summary screen.
271 Resetting Patron's Password
272 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
274 indexterm:[patrons, passwords]
276 A patron’s password may be reset from the OPAC or through the staff client. To
277 reset the password from the staff client, retrieve the patron record as
278 described in the section <<circulation_searching_patrons,Searching Patrons>>.
280 Open the patron record in edit mode as described in the section
281 <<updating_patron_information,Updating Patron Information>>.
283 Select the _Reset Password_ button next to the _Password_ field.
285 image::media/circulation_patron_records-15.png[circulation_patron_records 15]
287 NOTE: The existing password is not displayed in patron records for security
290 A new number will populate the _Password_ and _Verify Password_ text boxes.
291 Make note of the new password and _Save_ the patron record. The screen will
292 refresh and the new password will be suppressed from view.
297 indexterm:[patrons, barring]
299 A patron may be barred from circulation activities. To bar a patron, retrieve
300 the patron record as described in the section
301 <<circulation_searching_patrons,Searching Patrons>>.
303 Open the patron record in edit mode as described in the section
304 <<updating_patron_information,Updating Patron Information>>.
306 Check the box for _Barred_ in the patron account.
308 image::media/circulation_patron_records-16.png[circulation_patron_records 16]
310 _Save_ the user. The screen will refresh.
312 The patron account will now display an alert stating that the patron account
315 Additionally a red box and note will indicate the patron’s barred status.
317 image::media/circulation_patron_records-17.png[circulation_patron_records 17]
319 NOTE: Barring a patron from one library bars that patron from all consortium
322 To unbar a patron, uncheck the Barred checkbox.
327 indexterm:[patrons, barring]
329 *Barred*: Stops patrons from using their library cards; alerts the staff that
330 the patron is banned/barred from the library. The ``check-out'' functionality is
331 disabled for barred patrons (NO option to override – the checkout window is
332 unusable and the bar must be removed from the account before the patron is able
333 to checkout items). These patrons may still log in to the OPAC to view their
336 indexterm:[patrons, blocking]
338 *Blocked*: Often, these are system-generated blocks on patron accounts.
342 * Patron exceeds fine threshold
343 * Patron exceeds max checked out item threshold
345 A notice appears when a staff person tries to checkout an item to blocked
346 patrons, but staff may be given permissions to override blocks.
351 indexterm:[patrons, Alerts]
353 When an account has an alert on it, a Stop sign is displayed when the record is
356 image::media/circulation_patron_records-18.png[circulation_patron_records 18]
358 Navigating to an area of the patron record using the navigation buttons at the
359 top of the record (for example, Edit or Bills) will clear the message from view.
361 If you wish to view these alerts after they are cleared from view, they may be
362 retrieved. Use the Other menu to select _Display Alert_ and _Messages_.
364 image::media/circulation_patron_records-19.png[circulation_patron_records 19]
366 There are two types of Patron Alerts:
368 *System-generated alerts*: Once the cause is resolved (e.g. patron's account has
369 been renewed), the message will disappear automatically.
371 *Staff-generated alerts*: Must be added and removed manually.
373 To add an alert to a patron account, retrieve the patron record as described
374 in the section <<circulation_searching_patrons,Searching Patrons>>.
376 Open the patron record in edit mode as described in the section
377 <<updating_patron_information,Updating Patron Information>>.
379 Enter the alert text in the Alert Message field.
381 image::media/circulation_patron_records-20.png[circulation_patron_records 20]
383 _Save_ the record. The screen will refresh and the alert will display.
385 Additionally, the patron name will be highlighted in yellow and a note will
386 indicate that there is an alert on the account.
388 image::media/circulation_patron_records-21.png[circulation_patron_records 21]
390 To remove the alert, retrieve the patron record as described in the section
391 <<circulation_searching_patrons,Searching Patrons>>.
393 Open the patron record in edit mode as described in the section
394 <<updating_patron_information,Updating Patron Information>>.
396 Delete the alert text in the _Alert Message_ field.
400 The screen will refresh and the indicators for the alert will be removed from
406 indexterm:[patrons, notes]
408 When a patron account contains a note, a _See Notes_ message appears beneath the
409 patron’s name in the patron summary pane.
411 image::media/circulation_patron_records-22.png[circulation_patron_records 22]
413 Notes are strictly communicative and may be made visible to the patron via their
414 account on the OPAC. In the JSPAC, these notes display on the account summary
417 image::media/circulation_patron_records-23.png[circulation_patron_records 23]
419 To insert or remove a note, retrieve the patron record as described in the
420 section <<circulation_searching_patrons,Searching Patrons>>.
422 Open the patron record in edit mode as described in the section
423 <<updating_patron_information,Updating Patron Information>>.
425 Use the Other menu to navigate to _Notes_.
427 image::media/circulation_patron_records-24.png[circulation_patron_records 24]
429 Select the _Add New Note_ button. An _Add Note_ window displays.
431 Enter note information.
433 Select the check box for _Patron Visible_ to display the note in the OPAC.
435 image::media/circulation_patron_records-25.png[circulation_patron_records 25]
437 Select _Add Note_ to save the note to the patron account.
439 To delete a note, go to _Other -> Notes_ and use the _Delete This Note_ button
442 image::media/circulation_patron_records-26.png[circulation_patron_records 26]
444 An alert will display. Click _Yes_ to delete the note or No to retain the note.
445 A confirmation box will display; click _OK_.
447 Merging Patron Records
448 ~~~~~~~~~~~~~~~~~~~~~~
450 indexterm:[patrons, merging]
452 When patron records are erroneously duplicated, they may be merged into one
453 record. As described in the section <<circulation_searching_patrons,Searching
454 Patrons>>, search for the term(s) shared by the two records.
456 Select the two records to merge by pressing down the CTRL key and clicking each
459 Click the _Merge Patrons_ button next to the _Search Form_ and _Retrieve Patron_
460 buttons on the top of the screen.
462 image::media/circulation_patron_records-27.png[circulation_patron_records 27]
464 A Record Merging window will display. Compare the two records.
466 Select the record you want to keep by checking the radio button
467 _Lead Record_ next to the appropriate record.
469 image::media/circulation_patron_records-28.png[circulation_patron_records 28]
471 After making your selection, click the _Merge_ button. The screen will refresh.
472 Only one of the two patron names will display.
474 NOTE: Once two records have been merged, the notes, bills, holds and outstanding
475 items under the non-lead record are brought to the lead record. Staff-inserted
476 alert messages are not transferred from the non-lead record; lead record alerts
479 Patron records may also be merged from the _Patron Group_ screen Retrieve one of
480 the two patron records you want to merge.
482 Go to _Other -> Group Member Details_.
484 image::media/circulation_patron_records-29.png[circulation_patron_records 29]
486 The patron records are displayed as group members. If both patron records are
487 not already displayed on this screen, click _Choose an Action -> Move another
488 patron to this patron group_.
490 image::media/circulation_patron_records-30.png[circulation_patron_records 30]
492 At the prompt, scan or type the patron's barcode.
496 Confirm the move by clicking the _Move_ button on top of the screen.
498 image::media/circulation_patron_records-31.png[circulation_patron_records 31]
500 Click _OK_ on the confirmation pop-up window.
502 Both records are displayed as group members.
504 Select both records by pressing *CTRL* key and clicking each record.
506 Click _Choose an Action -> Merge Selected Patrons_. The merging records window
509 Choose the lead record and continue to merge records as described in the above.
511 NOTE: The merged record will still show under group members. Both members point
512 to the same patron record.
514 [[bills_and_payments]]
518 When a patron account has bills attached to it, a note displays under the patron
519 name in the patron summary panel.
521 image::media/circulation_patron_bills-1.png[circulation_patron_bills 1]
523 To view more information about the patron’s bills, or to make payments on or
524 edit the bills, click on the Bills button from the patron account screen.
526 image::media/circulation_patron_bills-2.png[circulation_patron_bills 2]
529 *Circulation bills*: system-generated (overdue fines, lost
530 item cost, processing fees, etc.).
532 * Overdue fines are added daily once an item is overdue. When an item is marked
533 * as lost, bills may be automatically generated to cover the item's cost and a
534 * processing fee, according to library policy.
536 *Grocery bills*: staff-applied to patron accounts.
538 * One default grocery bill, Misc, exists in an unmodified Evergreen
539 * installation. Additional grocery bills may be configured through the Admin
540 * settings. Admin -> Server Administration -> Billing Types.
542 To view more information about a bill, highlight the bill and right-click or use
543 the _Actions for Selected Transactions_ menu to select _Full Details_.
545 image::media/circulation_patron_bills-3.png[circulation_patron_bills 3]
547 A window will display additional information about the bill, including a record
548 of any payments that have been made on the bill.
550 image::media/circulation_patron_bills-4.png[circulation_patron_bills 4]
552 From the _Full Details_ screen, portions of the bill may be voided (e.g. an
553 erroneous daily overdue charge) by using the _Void selected billings_ button.
554 Notes may be added to payments or line items by using the _Edit note_ button.
556 image::media/circulation_patron_bills-5.png[circulation_patron_bills 5]
562 To collect payments, retrieve the patron record. Navigate to the _Bills_ screen
563 as described in <<bills_and_payments,Bills and Payments>>.
565 When bills are paid, the money applied starts at the top of the list of bills.
566 To pay specific bills, uncheck the bills that you do not wish to pay at this
567 time. The amount displayed in _Total Checked:_ will change to reflect the
570 image::media/circulation_patron_bills-6.png[circulation_patron_bills 6]
572 NOTE: the presence of the _Uncheck All_ and _Check All_ options below the list
575 image::media/circulation_patron_bills-7.png[circulation_patron_bills 7]
577 When you are ready to make a payment, select a payment type from the dropdown
578 menu in the _Pay Bill_ portion of the screen.
580 image::media/circulation_patron_bills-8.png[circulation_patron_bills 8]
582 Enter the amount of payment in the _Payment received_ field.
584 If you would like to add a note to the payment, check the box for
587 Click _Apply Payment!_ to make the payment.
589 If you have selected _Annotate Payment_, a box will display for the annotation.
591 The screen will refresh to display the updated bill information for the patron.
592 If change is due, the bottom portion of the screen, _Change Due Upon Payment:_
593 will briefly reflect the amount due to the patron.
595 TIP: if you need more time to review the amount due, click outside the _Payment
596 Received_ box before selecting _Apply Payment!_ This will cause the screen to
597 refresh and display the amount due.
599 It is possible to convert change due to a patron credit by selecting the
600 _Convert Change to Patron Credit_ checkbox.
602 image::media/circulation_patron_bills-9.png[circulation_patron_bills 9]
605 ================================================
606 * Items marked with red are still checked out. It is possible for a patron to
607 * pay a bill while the item is still out and accruing fines. When Check is
608 * selected as the payment type, it is not necessary to select _Annotate
609 * Payment_, as a box for the check number and a note displays automatically.
610 ================================================
615 Void clears all history of the bill, while forgive retains the history.
620 Choose forgive as the payment type as described in the section
621 <<making_payments,Making Payments>>.
623 Enter the amount to be forgiven. Choose _Annotate Payment_ as required by local
626 Apply Payment. Annotate, if prompted.
628 The screen will refresh to display the payment.
634 Bills under one transaction are grouped in one bill line. Bills may be voided in
637 *To void the full billing amount:*
639 Select the bill(s) to be voided from the list in the patron account.
641 Right click or use the _Actions for Selected Transactions_ menu to select _Void
644 image::media/circulation_patron_bills-10.png[circulation_patron_bills 10]
648 *To void a partial amount:*
650 Select a billing and choose Full Details for the transaction, as described in
651 the section <circ_vs_grocery,Circulation vs. Grocery Bills>>
653 The bill details screen displays.
655 Select the specific bill to void.
657 Void Selected Billings and confirm the action.
659 image::media/circulation_patron_bills-11.png[circulation_patron_bills 11]
661 Adding New ``Grocery'' Bills
662 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
664 A grocery bill can be added as a new bill or to an existing bill.
666 *To add a as a new bill:*
668 . Retrieve the patron record.
669 . Navigate to the Bills screen.
670 . Click the_Bill Patron_ button above the list of current bills.
672 image::media/circulation_patron_bills-12.png[circulation_patron_bills 12]
674 .Choose appropriate _Billing Type_ from the drop down menu. (``Grocery'' is the
675 only available transaction type.) . Enter the Amount and Note (as required).
677 _Submit this Bill_ and confirm this action.
679 image::media/circulation_patron_bills-13.png[circulation_patron_bills 13]
681 *To add bill to an existing bill line:*
683 . Retrieve the patron record.
684 . Navigate to the Bills screen.
685 . Highlight the desired bill.
686 . Use the _Actions for Selected Transactions_ to select _Add Billing_.
688 . Follow steps 4 through 6 above. There is no confirmation message
689 after clicking _Submit this Bill_.
690 . The _Money Summary_ will adjust accordingly.
695 *To view a patron’s bill history:*
697 . Retrieve the patron record.
698 . From the _Bills_ screen, click _History_.
699 . A _Bill History_ screen with two tabs will display. One for _Transactions_ and
702 image::media/circulation_patron_bills-14.png[circulation_patron_bills 14]
704 . For more information about a specific billing, select the bill and click _Full
705 Details_. A screen detailing item information, billings, and payments will
708 image::media/circulation_patron_bills-15.png[circulation_patron_bills 15]
710 Items may be deleted from the catalog even if a charge for that item is still
711 attached to the patron's record. The charge will remain on the patron's account
714 Sorting Money Columns in Billing Interface
715 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
717 This enhancement enables Evergreen to sort money columns numerically in the billing interface. You can perform an ascending or descending sort on these columns.
719 To view and sort patron bills, retrieve the patron's account, and click the *Bills* tab in the top right corner of the screen. You can view the money that is owed or paid in the "Total Billed" and *Total Paid* columns. Simply click on the headers of these columns to sort the columns numerically.
721 Disable Patron Credit in Billing Interface
722 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
723 The Library Setting, *Disable Patron Credit*, allows staff to disable the Patron Credit payment type and to hide patron credit payment actions within the billing interface of a patron’s account.
725 By default, the payment type *Patron Credit* is enabled in the staff client. Within the Bills interface of a patron’s account, the Patron Credit payment type, the Credit Available, and the option to Convert Change to Patron Credit are exposed by default in the staff client.
727 image::media/Default_Patron_Billing Screen.jpg[Default Patron Billing Screen]
729 When the Library Setting, *Disable Patron Credit*, is set to *True*, the patron credit payment type will be disabled. Patron Credit will not be an option within the payment type dropdown menu. The Convert Change to Patron Credit and the summary of Credit Available will be hidden from the patron billing interface in the staff client.
731 image::media/Disabled_Patron_Credit_Patron_Billing_Screen.jpg[Disabled Patron Credit Patron Billing Screen]
733 To set the new Library Setting:
735 . Click *Admin* -> *Local Administration* -> *Library Settings Editor*
737 . Search for *Disable Patron Credit*
741 . Set the value to *True*
743 . Click *Update Setting*
745 image::media/Disable_Patron_Credit_Library_Setting.jpg[Disable Patron Credit Library Setting]
747 NOTE: After applying changes to this library setting, it is necessary to restart the staff client to see the changes take effect.
750 Lost and Long Overdue Bill Colors
751 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
753 This stylization enhancement distinguishes Lost and Long Overdue circulations that appear within the billed transactions of a patron’s account from other items that are still checked out.
755 Within the patron’s list of billed transactions, Lost or Long Overdue items, which have not yet been returned, display differently from other items that are still checked out. The color distinctions are applied to the entire row of the billed transaction (previous to version 2.5, only the title of the billed transaction was highlighted). These color enhancements are accompanied by helpful indicators that define the meaning of the colors for staff.
757 By default, Lost circulations will appear in dark red. The default indicator reads, “Dark Red Items are Lost.”
759 When the 6 Month Overdue Mark Long-Overdue trigger event definition is enabled, Long Overdue circulations will appear in orange, by default. The default indicator reads, “Orange Items are Long Overdue.”
761 image::media/Billed_Transaction_Color.JPG[Billed Transaction Color]
763 Both the color distinctions and indicators are customizable. To customize, a change to circ.css (for the color) and lang.dtd (for the indicator) are required.