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CIRCULATION

CONTENTS

 

 


CHAPTER 1. INTRODUCTION

Overview

The Circulation Menu

Switching Between Home Locations

Organization of the User Guide

Optional Features

CHAPTER 2. CHECK OUT AND CHECK IN

Overview

Applying “Fixed” Due Dates to Checkout Transactions

Applying “Future” Checkout Dates to Checkout Transactions

Viewing Patron Status

Viewing the Patron Warning Screen

Overriding a Hard Block

Printing and Emailing Overdue Notices

Viewing the Patron Summary

Emailing the Patron from the Patron Summary Page

Viewing Current Checkout Transactions

Viewing Items Out

Viewing Lost and Claimed Returned Items

Printing Items Out

Viewing Reserved Items

Viewing Patron History

Viewing Notices History

Viewing Household Members

Item Check-Out

Statistic Update Only Checkouts

Adding a Brief Record

Adding an Item from Circulation

Setting Add Item Defaults

Viewing the Checkout Warning Screen

Changing Due Dates and Times

Renewing a Checkout

Working with Proxies

Printing Check Out Transaction Receipts

Emailing Check Out Transaction Receipts

Using Express Checkout

Using Express Checkout with Full Record

Item Check-In

Using Express Checkin

In Transit Reserve Processing

Viewing In-Transit Items

Item Checkin

Reserve Item Checkin

Viewing Item Status

Uploading a Circulation Backup Report

CHAPTER 3. MANAGING PATRONS

Overview

About the Patron Record Template

Adding a Patron

Resolving User Duplicate Check Results

Editing Patrons

Managing User Photos

Managing Proxies

Copying User Records

Merging Users

Deleting Patrons

Managing Lost Items

Viewing Previously Checked Out Items

Declaring Lost or Claimed Returned Items

Converting Lost or Claimed Returned Items

Declaring Found Items (Clearing Lost or Claimed Returned Items)

Managing Household Members

Adding and Removing Household Members

Accessing Fines and Fees

Viewing Phone Notification History

Working with Patron Blocks

Applying a Patron Block

Removing a Patron Block

CHAPTER 4. TRANSFERS AND EXCEPTIONS

Overview

Transferring Items

Inter-Branch Transfer

Branch Item Transfer

Branch Transfer Checkin

Inter-Library Transfer

Working with “Floating Collections”

About “Floating Collections”

Item Checkin

Global Item Transfer

Entering Item Exceptions

Managing the “Shelving Cart”

CHAPTER 5. VIEWING CIRCULATION HISTORY

Overview

Viewing the Checkout Transactions Report

Viewing the Checkin Transactions Report

Printing Circulation History Reports

Saving Circulation History Reports

Emailing Circulation History Reports

CHAPTER 6. WORKING WITH RESERVES

Overview

Placing Reserves from the Search Interface

Working with “Soft” Reserves

Adding a “Soft” Reserve

Deleting “Soft” Reserves

Reactivating an Expired Reserve

Working with "Hard" Reserves

Adding a "Hard" Reserve

Converting a “Soft” Reserve to a “Hard” Reserve

Deleting “Hard” Reserves

Working with Reserve Notes

Entering Staff Reserve Notes

Suspending Reserves

Viewing Reserves

View By Title

View All Reserves

Viewing Patrons with Suspended Reserves

Viewing Patrons with Expired Reserves

Processing Mediated Reserves

Reserves with Available Copies

Viewing Reserves by Pickup Location

Viewing Expired Item Reserves

Moving Reserves

The View Reserves Screen

CHAPTER 7. FINES AND FEES

Overview

Managing Fines and Fees

Viewing Fines History

Assessing Fees

Processing Payments

Adding General Notes

Printing Fine/Fee Transaction Receipts

Emailing Fine/Fee Transaction Receipts