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Circulation Desktop

Lost/Claimed Returned Items

» Marking an Item Lost
» Accepting Payment for Lost Items
» Marking an Missing
» Setting an Item to Claimed Returned
» Assumed lost schedule

» more

Patron notification

» Instructions for updating patron records
» Poster for Circulation Desk
» Patron update form - Word doc you can
handout to patrons in the library
» Patron update form - online form that sends
info to circ contacts

bills

» Billing a user
» Billing at discharge - missing items
» Viewing bills on an item
» Viewing bills on a discarded item

Test your circ skills!

» Skills checklist - questions only
» Skills checklist - questions & answers
» Essential circ skills

general circulation

- Library card required sign
» Circulation forms
» Circulation policies & procedures *
» Quick tips - Q&A from roundtables
» Entering patron records
» Property settings - workflows
» My library's codes
» Error reporting form
» Updating your library calendar
» Barcode prefixes
» Creating a brief title - ILL

Holds

» Placing a hold
» Overriding holds at checkout
» Suspending holds
» Viewing available holds at checkout
» Placing blanket holds

» more

Workflows

» Intro to Workflows
» WF 3.4.1 - recorded training of features in the
current release
» Getting started guide - toolbar management, receipt printing
and viewing reports
» Properties - copying from another PC
» IS&D - simple view of copies
» IS&D - print all search results
» Special circ functions
» Searching Workflows - tips & manual
» Standalone Client - instructions for using Workflows off-line