The Circulation Menu

The Circulation menu provides access to features and functions related to circulation activities.

To access the Circulation menu:

Click the Staff Dashboard link on any screen in the Search interface.
- The Staff Dashboard screen displays. The Dashboard displays all staff menus available for your user account.
The Circulation menu provides access to the following options:

Patron Status & Checkout - Displays the Patron Checkout, Status & Reserves screen, from which you can view patron status, check out items, place reserves for items, and perform other account management functions (see Viewing Patron Status and Item Check-Out for details).

Checkin - Displays the Item Checkin screen, from which you can check in items returned to the library (see Item Check-In for details).

Express Checkin – Displays the Express Checkin screen, from which you can check in items returned to the library (see Using Express Checkin for details).

Express Checkout – Displays the Express Checkout screen, from which you can check out items to a patron without accessing the patron’s full record (see Using Express Checkout for details).

Express Checkout with Full Record – Displays the Express Checkout screen, from which you can check out items to a patron without accessing the patron’s full record; provides a link to access the patron’s full record if desired (see Using Express Checkout with Full Record for details).

Renew Checkout – Displays the Renew Checkout screen, from which you can renew one or more current checkouts for a selected patron (see Renewing a Checkout on page 41 for details).

Reserves- The Reserves submenu, from which you may access the following options:

View by Title - View a list of reserves placed for a specified title (see View By Title for details).

View All Reserves - View a list of all currently placed reserves for all titles (see View All Reserves for details).

View Patrons with Suspended Reserves – View a list of all patrons for whom reserves are currently suspended (see Viewing Patrons with Suspended Reserves for details).

View Patrons with Expired Reserves – View a list of patrons with one or more expired reserves (see Viewing Patrons with Expired Reserves for details).

View Mediated - View a list of all “mediated” reserves (reserves requested by patrons that require approval by library staff) (see Processing Mediated Reserves for details).

Reserves with Available Copies - View a list of all reserves for which copies of the reserved title are currently available (see Reserves with Available Copies for details).

Reserves by Pickup Location – View a list of reserves for a selected pickup location (see Viewing Reserves by Pickup Location for details).

View Expired Item Reserves –View a list of expired “item level” reserves for a specified pickup location (see Viewing Expired Item Reserves for details).

Move Reserves – Lets you transfer all active reserves for a selected “source” title to a specified “target” title (see Moving Reserves for details).

Merge Users – Lets you merge two separate User Records into a single User Record (see Merging Users for details).
NOTE: Merge Users functionality is optional and may not be enabled for all systems.

Item Status - View the current status of a specified item (see Viewing Item Status for details).

Add Item - The Add Item submenu, from which you may access the following options:

Add Item – Lets you add a new item record to a selected bibliographic record (see Adding an Item from Circulation for details).

Set Add Defaults - Lets you configure the default values for various fields on the Add Item Record screen (see Setting Add Item Defaults for details).

In Transit Items - The In Transit Items submenu, from which you may access the following options:

To My Library – View a list of all items currently "in transit" from other libraries to the library under which you logged in (see Viewing In-Transit Items for details).

From My Library – View a list of all items currently "in transit" from the library under which you logged in to other libraries (see Viewing In-Transit Items for details).

Transfer - The Transfer submenu, from which you may access the following options:

Item Transfer - Displays the Item Transfer screen, from which you can transfer a selected item from one library location to another. Transfers can be temporary or permanent (see Transferring Items for details).

Multiple Item Transfer - Displays the Multiple Item Transfer screen, from which you can transfer multiple selected items from one library location to another. Transfers can be temporary or permanent (see Transferring Items for details).

Temporary Transfer Return - Displays the Temporary Transfer Return screen, from which you can return temporarily transferred items to their permanent locations (see Transferring Items for details).

Branch Item Transfer – Lets you manage and process “rotating collections” (collections that are moved between branches or libraries) while “in transit.” Branch item transfers may be either temporary or permanent. Rotating collection” transfers between libraries are always temporary (see Branch Item Transfer for details).

Branch Transfer Checkin – Lets you check in “inter-branch transfer” or “inter-library transfer” items (see Branch Transfer Checkin for details).

Global Item Transfer – Lets you manage the global transfer of "circuit collections" (collections that are transferred "in whole" between libraries) (see Global Item Transfer for details).

Items on Shelving Cart - If your library has enabled “shelving cart functionality, lets you view a list of all items currently designated as “on shelving cart,” and manually remove the “on shelving cart” designation for one or more items if desired (see Managing the “Shelving Cart” for details).

Circulation History - Displays the Circulation History screen, from which you may access a listing of circulation transactions (check out or check in) for a specified report period (see Chapter 5, Viewing Circulation History for details).

Exceptions - The Exceptions submenu, from which you may access the following options:

Item Exceptions - Displays the Item Exceptions screen, from which you can change the exception (status) of a specified item (see Entering Item Exceptions for details).

Multiple Item Exceptions - Displays the Multiple Item Exceptions screen, from which you can change the exception (status) of multiple selected items (see Entering Item Exceptions for details).

Delete Patron - Displays the Delete a Patron screen, from which you can delete a patron record from your VERSO database (see Deleting Patrons for details).

Add Brief Record - Displays the Add Brief Record from Circulation screen, from which you may add brief bibliographic and item records to your VERSO database (see Adding a Brief Record for details).

Standalone Circ Utility – Lets you upload and post circulation transaction records created using the Standalone Circulation module to your library's database, and generate a report to view posting results for the purposes of resolving "rejected" transactions. Refer to the Standalone Circulation User Guide for more information.

Set Workstation Printer – Lets you specify the workstations printer(s) to be used when printing receipts and other materials during checkout and checkin transactions (see the System Basics User Guide for details).

Phone Notification History – Lets you view Phone Notification History (see Viewing Phone Notification History for details).
NOTE: Phone Notification is a purchasable enhancement, and may not be enabled for all systems.

Click the Home button to return to the Search interface.

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