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Fines, defaulters and reports

Library → Defaulters lists borrowers with overdue items.

The library defaulters list

Work it weekly, not at the end of term. A book a week overdue usually comes back after a reminder; a book a term overdue usually does not.

The list can be filtered by class, which makes it practical to hand a class teacher the five names in their class rather than a school-wide list nobody owns.

Library → Fines shows charges raised and their status.

The library-fines list

Fines are calculated on return, or accrue while an item is out, according to the rate and cap in settings. Each fine can be:

  • Paid — record the payment and issue a receipt.
  • Waived — with a reason and an approval. Waivers should be visible and occasional; a library where most fines are waived has no fines.
  • Converted — where a lost book is charged at replacement cost instead of an accumulating daily fine, which is usually the fairer outcome.

When a book is not coming back:

  1. Confirm it is genuinely lost rather than mis-shelved — check the inventory count first.
  2. Charge the borrower the replacement cost, or accept a replacement copy.
  3. Withdraw the copy from the catalogue with the reason recorded.
  4. Order a replacement if the title is still needed.

Library → Reports covers both the collection and its use.

The library-report picker

Circulation — loans over a period, by class, by borrower type, by genre. This tells you whether the library is used, and by whom. A collection with high stock and low circulation is a different problem from one with high circulation and constant overdues.

Collection — what the library holds, by genre and condition. Read it against circulation: the genre everyone borrows and the genre with the most copies are often not the same, which is the argument for the next book order.

Overdue and fines — what is out, what is owed, what has been collected and waived.

Reading history — aggregated, this shows what the school actually reads. It is worth sharing with heads of department; it is often the only hard evidence of whether a set text is being read.

Every report exports to PDF and Excel.