Part XI. Circulation

Table of Contents

116. Introduction
117. Circulating Items
Check Out
Regular Items
Pre-cataloged Items
Due Dates
Email Checkout Receipts
Check In
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
Checking item status
Viewing past circulations
Marking items damaged or missing and other functions
Item alerts
Long Overdue Items
118. Holds Management
Placing Holds
Holds Levels
Title Level Hold
Patron Search from Place Hold
To use Patron Search From Place Holds:
Parts Level Hold
Placing Holds in Patron Records
Placing Multiple Holds on Same Title
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
119. 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
120. Circulation - Patron Record
Searching Patrons
Retrieve Recent Patrons
Setting up Retrieve Recent Patrons
Retrieving Recent 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
Staff-Generated Messages
Patron Alerts
Patron Notes
Staff-Generated Penalties/Messages
Add a Message
Modify a Message
Archive a Message
Remove a Message
User Buckets
Create a User Bucket
Batch Edit All Users
Batch Modify Statistical Categories
Batch Delete Users
View Batch Changes
Roll Back Batch Changes
Sharing Buckets
Permissions
121. Patron self-registration administration
Library Settings
122. Triggered Events and Notices
Introduction
Access and View
Filter
Sort
Print
Reset
123. Offline Circulation
Introduction
Using Offline Circulation
Checkout
Renew
In-House Use
Checkin
Patron Registration
Managing Offline Transactions
Offline Block List
Exporting Offline Transactions
Processing Offline Transactions
Uploading Previously Exported Transactions
124. Self checkout
Introduction
Initializing the self check
Basic Check Out
View Items Out
View Holds
View Fines