CIRCULATION MODULE

HORIZON BLOCKS Pt I

ADDING MANUAL BLOCKS TO CUSTOMER ACCOUNTS

 BLOCKS ARE THE FIRST THING YOU SEE WHEN YOU SCAN A CUSTOMER'S CARD THERE ARE TWO DIFFERENT KINDS OF BLOCKS • Manual Blocks

 • System Generated Blocks

MANUAL BLOCKS

 MANUAL BLOCKS ARE PLACED MANUALLY BY LIBRARY STAFF. • They must be deleted manually when the issue is

resolved. • When these blocks are deleted they go into History

Blocks . • Horizon keeps this information in History Blocks for a

time and then automatically deletes it. 

MANUAL BLOCKS

EXAMPLES OF MANUAL BLOCKS INCLUDE THE FOLLOWING. • Manually added fines/fees• Message to Borrower• See Supervisor Block• Note Block

 Blocks should include a brief but detailed message with Branch Code and Initials of staff. Example:(TOM/KG) Language in Blocks should always be professional.Customers have the right to look at any block on their record.

SYSTEM GENERATED BLOCKS

THESE BLOCKS ARE GENERATED BY HORIZON EXAMPLES OF SYSTEM GENERATED BLOCKS INCLUDE THE FOLLOWING • Overdues• Exceeded Maximums• Hold Notifications

 These blocks are deleted when the issue is resolved.Example:  When a Hold is checked out the Hold Block goes away.

BLOCKS CURRENTLY USED

• RESTRICTS CUSTOMERS FROM USING ACCOUNT– aa supv: See Supervisor blocks should only be added

by a supervisor.

– acr: Address Correction Requested

BLOCKS CURRENTLY USED

• THESE BLOCKS DO NOT RESTRICT CUSTOMERS FROM USING ACCOUNT.

• aa tape: Missing Tape or Item Block

• dNote: HCPL Damaged Note

• ecr: HCPL Email Address Correction Requested

• Note: Comment Block-similar to Message to Borrower Block. Comments are not specifically directed to customer.

• Message to Borrower – block can be seen by customer in IPAC.

BLOCKS THAT SHOULD BE DELETED

• After a customer is spoken with about an issue like Missing Pieces the block should be deleted.

• Holds Deleted blocks should be deleted.

• Damaged blocks should be deleted after customer is spoken with.– When blocks are deleted they go into the History

Blocks

CIRCULATION MODULE

CHANGING HOLD PICKUP LOCATION Pt II

Changing Hold Pickup Location

• Customers at times may want to change where their Hold is after it goes to the Hold Shelf.

• The following procedure enables staff to change the pickup location in Horizon.

• You may want to suggest to the customer to change their location in Horizon.

STEP 1Locate item on hold shelf and checkout to branch account.

Click Yes to “Do you want to check it out to”:

STEP 2Clicking Yes keeps the Hold Active.

Click Yes to “Renew this borrower’s request?”

STEP 3In the customer’s account select

Requests from the Borrower Menu.

STEP 4Highlight the requested item, then

Edit.

STEP 5TOM was the original Pickup

Location (Change Pickup Location)

STEP 6FB is the new Pickup Location

Item should be checked in and produce a transit slip going to FB.

TEST YOUR KNOWLEDGE

1. What are the two kinds of Blocks?

2. True or False- Manual Blocks are deleted automatically by Horizon.

3. What Blocks keep customers from checking out?

4. True or False- Blocks should be added with no initials or branch code to protect the staff.

5. List the 6 steps to change the Pickup Location of a Hold on the Hold shelf.

*BONUS HORIZON SHORTCUTS

HORIZON QUICK CLICKS

F1 Opens Help F2 opens Edit: Search for an itemF4 opens Find BorrowerF5 opens Add New BorrowerF6 opens Edit BorrowerF8 toggles Between CKI/CKOF9 activates the navigation barF10 prints Single Item SlipF11 prints Multi Item SlipF12 opens Code Boxes

F4+Esc closes current processALT+F4 closes everythingCTRL S saves changesCTRL+F6 moves to the next windowCTRL+Shift+F6 moves to previous WindowPage Down moves to next pagePage Up moves to previous pageTAB Key moves cursor from field to fieldShift+Tab moves cursor to previous field