The F10 More button provides additional parameters to allow you to apply charges, set up SMS functionality or map the fields to be used for fixed layout reports (for example: DVD covers).
Note: A report employing F10 More parameters must be run via the Scheduler.
This function is used for mapping data to fields in Fixed Layout reports – for example: the DVD Cover template (&DVDCOV.QRP).
Each row of this table may be used to collect 1 of the 20 fields on the report template. These first 20 fields contain Tag or Subfield data (Fields 1-20), and the next 20 fields (Fields 1A – 20A) contain the associated Tag Descriptions (Go to Main > Authorities > MarcTags to see a complete list of Tag Nos and Tag Descriptions). The report outputs all the MARC data to the report. The inclusion of Fields 1A – 20A in the report is optional.
column 1 | column 2 | column 3 | column 4 | column 5 | |
---|---|---|---|---|---|
heading | Report Line Number | Tag Number | eg + or blank or and sf in ('a', 'b') | blank or and cat_sf in ('a', 'b') | Not used |
example | 1 | 100 | |||
2 | 245 | ||||
3 | 082 | ||||
4 | 650 | ||||
comment | Can be any number between 1 and 20 | MARC Tag field number – for example: 245 (Title) Any Tag can be matched to any Line Number |
Specify which part of the MARC tag to send – see table below for more details | Specify which part of the MARC tag to send – see table below for more details |
The table below explains how the user can specify which parts of the MARC tag to send:
operator | description | explanation |
---|---|---|
blank (Default) | The entire MARC tag is printed | If the column is left blank, then the entire MARC tag is printed |
+ | All data in the specified tag is printed no matter how many tags are included in the record | All Subject listings are printed, where there is only one or several or hundreds! |
and sf in ('p', 'n') | Only the subfields specified to be printed within this Authority Tag | If 490 | Series statement tag, only the Series name and number printed |
and cat_sf in ('c') | Only the subfields specified to be printed within this Non-Authority Tag | If 260 | Publisher tag, only the 'c' (Date) subfield printed (and not Place or Publisher) |
A fixed layout template displaying the Tag (or Subfield) data (Fields 1-20), and Tag Descriptions (Fields 1A – 20A):
The F10 More lines must correlate with the Report Template. The template is set with only 3 lines available. Therefore the F10 More option can only have 3 lines set. If more lines are wanted, the template will need to have more fields added.
The template itself has been set to display a single subject heading. Again only 3 lines of display are available; therefore the F10 More screen can only be set for 3 lines.
The Template allows for up to 10 lines to be set in the F10 More screen.
The report displays in 2 columns, without the Marc Tag descriptors. Eight lines are available to set within the F10 More window.
There are several different F10 More functions depending on the type of template selected:
column 1 | column 2 | column 3 | column 4 | column 5 | |
---|---|---|---|---|---|
heading (borrower update report) |
Report Line Number | Column | New Value | Send Memo | Address 3 |
example | 1 | S | BA | Y | <leave blank> |
2 | <leave blank> | <leave blank> | <leave blank> | Y | |
comment | Line 1 is used for updates Line 2 is used to delete Borrower address 3 |
Borrower field – can be Borrower Types (T), Classes (C) Groups (G) or Status (S) | The new value – must be a valid code for the selected column | If Y, create the memo in Text for Letter, found at the top of the Borrower Reports screen | If Y, can be used to delete Address 3 (Guardian Address) from Borrower record |
heading (Borrower financial report) | Report Line Number | Line 1 – field 1 deletion reference no. from report of marked for delete trans. | Line 1 Field 2 – Cutoff date < format dd/mm/yyyy |
Not used | Not used |
Example | 1 | 500 | 01/10/2010 | ||
Comment | Line 1 is used for deletions | If no Date is entered the Deletion will take place regardless of Date |
column 1 | column 2 | column 3 | column 4 | column 5 | |
---|---|---|---|---|---|
heading | Report Line Number | Line 1 account history NAME | Line 1 overdue history NAME | Line 1 Financial record NAME | Line 1 Fees type name |
example | 1 | OVFINACC | OVDFINAL | OVDUEACC | OVDUEFEE |
comment | Line 1 is used for History and Financial reporting purposes | If left blank, the system will put a Report Type of ACCOUNT in the Borrower History window if Create Hist (Y/N) = Y and Create Acc (Y/N) = Y and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Can use to specify 1st, 2nd, etc overdue – for example: OVDUE1,OVDUE2 |
If left blank, the system will put a Report Type of OVERDUE in the Borrower History window if Create Hist (Y/N) = Y and Create Acc (Y/N) = N and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Can use to specify 1st, 2nd, etc overdue – for example: OVDUE1,OVDUE2 |
If left blank, the system will put a Financial Type of OVERDUE in the Borrower Financial window indicating the (replacement) Cost for overdue items if Create Acc (Y/N) = Y and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Please Note: Customer-defined Financial record NAMES must also be defined in the Circulation Financial Types screen. |
If left blank, the system will put a Financial Type of FEE in the Borrower Financial window for reports that have a FORM_CHARGES field in the report (see example 2) if Create Acc (Y/N) = Y and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Please Note: Customer-defined Financial record NAMES must also be defined in the Circulation Financial Types screen. |
heading | Report Line Number | Line 2 Fee per Item $.c | Line 2 Fee per Notice $.c | Line 2 Fee Print Line | Line 2 not Used |
example | 2 | 2.00 | 5.00 | Includes fees of: | <leave blank> |
comment | Line 2 is used to add Fees to Reports | Enter amount to be charged for each overdue item [Optional] Amount will be added to the FORM_ CHARGES field in the Report |
Enter amount to be charged per notice (in addition to any item fee) [Optional] Amount will be added to the FORM_ CHARGES field in the Report |
Text will be added to the USER_LINE1 field in the Report [Optional] | |
heading | Report Line Number | Line 3 SMS | Line 3 SMS Message | Line 3 Email Address | Line 3 Y or N to Delete file |
example | 3 | SMS | SMS Overdue Notice | sms@smsservice.com | N |
comment | Line 3 is used for SMS reports | Always SMS | Message body – becomes the message in the email (50 chars) | The email address of the SMS-messaging service (50 chars) | After Sending, delete created File - Y or N |
column 1 | column 2 | column 3 | column 4 | column 5 | |
---|---|---|---|---|---|
heading | Report Line Number | Line 1 account history NAME | Line 1 reserve history NAME | Line 1 Financial record NAME | Line 1 Res Fees type name |
example | 1 | RESVACC | RESVLET | RESVACC | RESVFEE |
comment | Line 1 is used for History and Financial reporting purposes | If left blank, the system will put a Report Type of ACCOUNT in the Borrower History window if Create Hist (Y/N) = Y and Set to Y for create account = Y (on Line 2) and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). |
If left blank, the system will put a Report Type of RESADV in the Borrower History window if Create Hist (Y/N) = Y and Set to Y for create account = N or left blank (on Line 2) and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). |
If left blank, the system will put a Financial Type of RESADV in the Borrower Financial window for overdue items if Set to Y for create account = Y and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Please Note: Customer-defined Financial record NAMES must also be defined in the Circulation Financial Types screen. |
If left blank, the system will put a Financial Type of FEE in the Borrower Financial window for reports that have a FORM_CHARGES field in the report if Set to Y for create account = Y and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Please Note: Customer-defined Financial record NAMES must also be defined in the Circulation Financial Types screen. |
heading | Report Line Number | Line 2 Fee per Item $.c | Line 2 Fee per Notice $.c | Line 2 Fee Print Line | Line 2 Set to Y to create account |
example | 2 | 2.00 | 5.00 | Includes fee of: | Y |
comment | Line 2 is used to add Fees to Reports | Enter amount to be charged for each overdue item [Optional] Amount will be added to the FORM_ CHARGES Field in the Report |
Enter amount to be charged per notice (in addition to any item fee) [Optional] Amount will be added to the FORM_ CHARGES Field in the Report |
Text will be added to the USER_LINE1 Field in the Report [Optional] | |
heading | Report Line Number | Line 3 SMS | Line 3 SMS Message | Line 3 Email Address | Line 3 Y or N to Delete file |
example | 3 | SMS | SMS Overdue Notice | sms@smsservice.com | N |
content | Line 3 is used for SMS reports | Always SMS | Message body – becomes the message in the email (50 chars) | The email address of the SMS-messaging service (50 chars) | After Sending, delete created File - Y or N |
In this example report, we will be setting up a F10 More statement that includes additional fees:
column 1 | column 2 | column 3 | column 4 | column 5 | |
---|---|---|---|---|---|
heading | Report Line Number | Line 2 Fee per Item $.c | Line 2 Fee per Notice $.c | Line 2 Fee Print Line | Line 2 not Used |
example | 2 | 2.00 | 5.00 | Includes fee of: | <leave blank> |
comment | Line 2 is used to add Fees to reports | Enter amount to be charged for each overdue item [Optional] Amount will be added to the FORM_ CHARGES Field in the Report |
Enter amount to be charged per notice (in addition to any item fee) [Optional] Amount will be added to the FORM_ CHARGES Field in the Report |
Text will be added to the USER_LINE1 Field in the Report [Optional] |
Note: The report template must be altered to include the following fields: FORM_CHARGES and USER_LINE1.
The new &ODFEE.QRP template includes FORM_CHARGES and USER_LINE1.
The FORM_CHARGES field can be added to the total charge [Field = FORM_CHARGES] or included as part of a TotalCst. You can also include the field USER_LINE1 which will include the text you entered in the F10 More statement.
Note: Any user-defined names in column 4 and 5 (Line 1 Financial record NAME and Line 1 Fees type name) in the F10 More screen must also be added to the Circulation Transaction Types table.