Home
Prev
Next
Part X. Circulation
Table of Contents
67. Introduction
68. 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
69. Holds Management
Display Hold Types on Pull Lists
70. 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
71. Circulation - Patron Record
Searching Patrons
Registering New Patrons
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
72. Triggered Events and Notices
Access and View
Filter
Sort
Print
Reset
73. Offline Transactions
Patron Registration
Checking Out Items
Renew
In-house Use
Check In
Uploading Offline Transactions
Creating an Offline Session
Uploading Workstation Transactions to a Session
Processing the Transactions
Exceptions
