Mass memo borrowers
Learn how to attach memos to Borrowers en masse by applying a Memo to a table of borrowers in Amlib.
It is possible to attach memos to Borrowers “en masse” by applying a Memo to a table of borrowers. Firstly, decide whether Memo Types will be included in the Memo, and if so ensure that the Memo Type to be selected is defined
Check Memo Types
- In Amlib navigate to Main > Supervisor > Supervisor screen
- Select Library Menu > Memo Types
- To add a new Memo Type select F1 New
- Type in a Memo Type code, and Description
- Enter whether the memo is Valid for Holdings (to be applied to Stockitems), Valid for Members (to be applied to Patrons), Show as Default (to pop up in Circulation Y/N)
- If you wish the memo to expire enter an Expire in n days time number, otherwise leave this column blank
- Select F3 Save and log out of Amlib and back in
Mass Memo the Borrowers
- Find the Borrowers to whom the Memo will be applied from a Where search or a Query. If they are Borrowers that cannot be queried at the same time, find the assorted Borrowers and save them to a File so that they can be displayed together in a borrower table. This example uses searching for borrowers for a particular class using a Where Statement
- Go to Main > Borrowers > Borrower Where
- Enter an appropriate Where Statement to find your borrowers- for example Class = 7A and Paste
- Select the F5 Query button (or Query to File if required)
- A Table of Borrowers will display. If only some of the Borrowers from the Table are to be sent Memos, highlight those Borrowers – use Ctrl + Click to select multiples, or Shift + Click to select a range.
- Select Mass Memo All Borrowers or Mass Memo Marked Borrower as appropriate.
Step 3: The Mass Memo Data screen will display
Enter the details as required:
- Select Memo Type if appropriate – this will automatically insert the Show Default, the Date Defaults and the Memo Message. To view the Memo Types available, type . <TAB> (full stop and press the TAB key)
- If no Memo Type is to be used, enter the Show, Start and End Dates and Message details.
Show: Y/N/O
Y
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The operator is alerted every time the Borrower’s identity is entered in circulation
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N
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The memo can be viewed from the Borrower memo option
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O
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The memo can be viewed from Opac
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Date: The date (in the format of dd/mm/yyyy) to begin showing the memo. This is defaulted to today’s date but may be altered
End Date: The date (in the format of dd/mm/yyyy) to finish showing the memo. This is defaulted to the date as calculated in Supervisor, Installation, Borrower, “Delete memo after xx days”. This may be altered
Type: Optional. A type of memo can be entered to assist with deletions, reporting, queries etc.
Message Details: Text of up to 250 characters can be entered. z
Select Save [F3].
Step 4: Memos will be automatically placed against the Borrowers. When the Borrower is displayed in Circulation the memo will display if the Show is set to Y.
Note:
Whether the Memo appears in the Borrower Module depends on the Supervisor, Installation parameter for the relevant Location (from Installation Menu). Check the Borrower button – Parameter is “Show Memos in Borrower automatically