Part XI. Circulation

Table of Contents

81. Introduction
82. Circulating Items
Check Out (F1)
Regular Items
Pre-cataloged Items
Due Dates
Check In (F2)
Regular check in
Backdated check in
Backdate Post-Checkin
Renewal and Editing the Item’s Due Date
Renewing via a Patron’s Account
Renewing by Item Barcode
Editing Due Date
Marking Items Lost and Claimed Returned
Lost Items
Refunds for Lost Items
Claimed Returned Items
In-house Use (F6)
Item Status (F5)
Checking item status
Viewing past circulations
Marking items damaged or missing and other functions
Item alerts
Mark an Item Long Overdue
83. Holds Management
Placing Holds
Holds Levels
Title Level Hold
Parts Level Hold
Placing Holds in Patron Records
Managing Holds
Actions for Selected Holds
Transferring Holds
Cancelled Holds
Viewing Details & Adding Notes to Holds
Displaying Queue Position
Managing Holds in Title Records
Retargeting Holds
Pulling & Capturing Holds
Handling Missing and Damaged Item
Holds Notification Methods
Clearing Shelf-Expired Holds
Alternate Hold Pick up Location
Display Hold Types on Pull Lists
84. Booking Module
Creating a Booking Reservation
To create a reservation from a patron record
To create a reservation from a booking resource
Search the catalogue to create a reservation
Reservation Pull List
Capturing Items for Reservations
Picking Up Reservations
Returning Reservations
Cancelling a Reservation
Cancel a reservation from the patron record
Cancel a reservation on reservation creation screen
85. Circulation - Patron Record
Searching Patrons
Registering New Patrons
Patron Self-Registration
Updating Patron Information
Renewing Library Cards
Lost Library Cards
Resetting Patron’s Password
Barring a Patron
Barred vs. Blocked
Patron Alerts
Patron Notes
Merging Patron Records
Bills and Payments
Making Payments
Void vs. Forgive
Forgiving Bills
Voiding Bills
Adding New “Grocery” Bills
Bill History
Sorting Money Columns in Billing Interface
Disable Patron Credit in Billing Interface
Lost and Long Overdue Bill Colors
86. Triggered Events and Notices
Access and View
87. Offline Transactions
Patron Registration
Checking Out Items
In-house Use
Check In
Uploading Offline Transactions
Creating an Offline Session
Uploading Workstation Transactions to a Session
Processing the Transactions
88. Self checkout
Initializing the self check
Setting library hours of operation
Configuring self check behavior
Checking out or renewing items in the self check
89. RFID Product Integration
Evergreen Integration with PV Supa GoodStuff RFID Reader