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Sending invoice by email
The option to send invoices by email has been added to the e-notification settings at the library level (Home library / E-notification procedure). In the E-notification window, check the box next to Invoice for library services to enable the member to subscribe to receiving the invoice via email. A new e-notification type Invoice for library services has also been added to the member’s e-notification data and to the settings list in My Library. It is only possible to send the invoice to the member’s e-mail address, other methods are not enabled. The setting also applies to invoice cancellation, credit note, invoice copy, notification of remaining debt after partial payment of the invoice and confirmation of payment of debt after partial payment of the invoice.
You print the invoice for a member who subscribes to receiving the invoice by email by preparing a copy.
Batch updating member data
The methods Member / Updating member data – export and Member / Updating member data – import have been supplemented so that it is possible to mark e‑mail notification for receipt of an invoice for library services for selected members.
Registration form
A method for importing e-documents has been prepared for importing registration forms from other systems before the signature pad was started, or for importing an individual registration form that was signed at a location without the possibility of signing with a signature pad.
VALÚ
VALÚ is enabled for COBISS Lib. You need to edit the settings described in the instructions COBISS DGW Service Installation and Settings.
Signature pad
A solution has been prepared for the signature pad via COBISS DGW, which enables a more appropriate display of the text on the signature pad.
Urbana
Urbana is included for the MKL library.
Notification about outstanding debts
The notification is supplemented with a statement of the current fine at the time the notification was prepared.
Credit note
The credit note can now only be prepared in the department where the invoice was issued.
Tolerance amount of outstanding debts
The tolerance amount of the member’s outstanding debts, which is determined by a parameter, is now taken into account in such a way that the use of library services is disabled for the member when this amount is reached (until now when it was exceeded). The amount can also be specified in decimal value.
Restrictions on operations
In libraries with departments, it is possible to enable the restriction of the number of reservations to be taken into account at the library level with a special parameter. The parameter is activated at the request of the library. Number of reservations restricted entered for the member, library or department is taken into account if the parameter is activated, so that when the number of reservations is reached, a warning is displayed in the loan module, and the librarian then decides whether to reserve the material. Reservation in COBISS+ and mCOBISS is not possible when the limit is reached.
Software check of age and category of member
The possibility of software control of the member’s category has been added, if the member is under 18 years of age according to the date of birth. If the member is under 18 years of age and the member’s category is not 001 – pre-school children, 002 – primary school pupils or 003 – secondary school pupils, an automatic warning will be displayed. The control is activated at the request of the library with a special parameter.
Account defaults
If the library does not have any accounts specified in the local code lists VAT accounts (CODE 330) and Cash register accounts (CODE 331), the default values are used:
The default values of the accounts are taken into account in the procedures Charging debts and Calculate the status of debts on the selected date.
Card window
There are some changes and additions to the Card window:
Member search window
In the Member search window, you can now use the key combination <Alt + Q> to open the Card window for the selected member. If you have not previously selected a member, use the key combination <Alt + I> to open the Search by key window, where you enter the identification data of the member for whom you want to open the Card window.
Catalogue
Loan transactions
When entering loan transactions, two new types of transactions have been added: 80 – change of conditions for loaning e-books from the COBISS Ela provider and 81 – change in the total number of points for loaning e-books from the COBISS Ela provider.
Reservation cancellations in My Library
Added software control when cancelling reservations in My Library (COBISS+). In a library with pickup locations that allows its members to cancel reservations for material that is already ready for pickup (i.e. material that has the loan status W), a member can no longer cancel a reservation for material that is already waiting for them in the parcel box.