workflows symphony 3.2 circulation module overview ontario library service - north 2009

Workflows Symphony 3.2

CIRCULATION MODULE

OVERVIEW

Ontario Library Service - North 2009

Circulation Wizard Groups

Common Tasks Users Items Holds Special In-Transit Items


Common Task Wizards

Discharging Bookdrop

Ephemeral Check Out Discharging Fine Free Discharge Renew User

Renew Item Billing a User Paying Bills Item Search Library Calendar


Discharging Bookdrop


Ephemeral


Checkout & Discharging


Fine Free Discharge

Used to check in items for which you do not want to collect fines, such as if your library has a designated fine free day.

Fines and suspensions are not assessed to the user.

The wizard performs all other discharge functions (such as transits, check for holds, and update item records)


Renew User

Used to renew a single item or all items for a user.

A ”seen” renewal means the item is physically present for the renewal.

An ”unseen” renewal means the item is not physically present, such as when items are renewed by telephone.


Renew Item

Used to renew a single checked out item.


Billing a User

Used to issue a bill to a user. Patrons can accrue bills for library services

or overdue items. Bills can be created automatically if defined

in the user configuration library policies or created manually.


Paying Bills

Used to pay user bills. Payment information displays in the

Payment column


Library Calendar

Used by library staff members to display and modify the closed days/dates for their individual library.

Staff members will only have access to the calendar for their library.

The wizard displays the calendar for the library linked to the user’s login.


User Wizards

Display User User Registration Modify User Copy User Confirm Address Renew Privilege

Send Message Remove User Suspend User Unsuspend User


Display/Register/Modify User

The Display User wizard is used to display an existing user record.

The New User Registration wizard is used to register a new user for your library.

The Modify User wizard is used to change an existing user record.


Copy User

Used to create a new user record by copying existing user information.

Especially useful when registering an entire family where address information is the same.


Confirm Address

The Confirm Address wizard is used to confirm or update a user address while checking out an item.


Renew Privilege

The Renew Privilege wizard is used to renew or extend a user’s library privileges.


Suspend User

Used to suspend a user’s loan privileges when overdue materials are returned rather than assess overdue fines.


Unsuspend User

Used to unsuspend individual suspended users.

You can forgive or cancel the suspension by a particular number of days or waive it completely.


Send User Message

Used to send a message or reply to a request to a specific user.

Not an email message. Users can access this through the User

Services choice in the library OPAC. (iBistro)


Remove User

Used to remove a user record from the catalog.


Items Wizards

Add Brief Title Mark Item Missing Mark Item Lost Edit Item


Add Brief Title

Used when you need to circulate an item that has not been fully cataloged, or does not need to be fully cataloged.

Creates a brief record (brief title, call number, or item to the catalog) to circulate the item.

When discharged, the item can be routed to cataloging so that the full record can replace the brief record, if a full record is needed.


Mark Item Missing

Used to check out an item in the catalog to MISSING.

Marking an item as missing indicates that the item may not be lost.

Charging the item to MISSING alerts staff and shadows (hides) the item from the public to prevent futile efforts to locate this item.


Mark Item Lost

Used to mark an item in the catalog as Lost and change the item’s current location to LOST-CLAIM without discharging the item from the patron’s record.

Shadows the item in the catalog so that other users will not inquire about the item

Prevents holds from being placed on the lost item


Mark Item Lost – cont’d

When an item is marked as Lost, the system: Shadows the item in the catalog so that other

users will not inquire about the item Prevents holds from being placed on the lost

item Prevents items from being recalled or used to

satisfy a hold


Mark Item Lost – cont’d

Keeps the item on the patron’s record until the lost item bill is paid, forgiven, or waived, or item is returned to the library

Maintains the current location of LOST-CLAIM until the item returns to circulation


Edit Item

Allows you to modify the item-level information only.


Holds Wizards

Place Hold Display/Modify/Remove User Holds Display Item and Title Holds Modify and Remove Item Holds Place Blanket Hold


Place Holds

The Place Hold wizard is used to place holds on library materials.


Display/Modify/Remove User Holds

Used to display, modify, and/or remove all holds placed by a specific user.


Display Title Holds

Lists and summarizes all Title level holds placed on a title.

Provides various hold counts and item counts to help you determine how many Title level holds of various ranges are on a title, as well as how many items attached to a title can be used to fill holds.


Display Item Holds

The Display Item Holds wizard is used to display a list of all holds placed on a specific item.


Modify and Remove Item Holds

The Modify Item Holds wizard is used to modify one or more holds on an item.

The Remove Item Hold wizard is used to remove a hold placed on a specific item.


Place Blanket Holds

A blanket hold is a single hold placed on multiple titles or items, and requires a specified number of items be available before the hold is considered filled

Allows you to select up to 50 items and/or titles for a blanket hold.


Special Wizards

User Claims Returned User Lost Card Modify Due Dates Mark Items Used Inventory Item


User Claims Returned

User receives an overdue notice, but claims to have returned the materials earlier.


User Lost Card

The User Lost Card wizard is used to replace a user’s lost library card.


Modify Due Dates

The Modify Due Dates wizard is used to modify an item’s due date.

Library can choose to extend an item’s due date temporarily if the user is unable to return the materials by the original due date.


Mark Items Used

Used to mark an item as Used. Items retrieved from various areas of the

library, such as the Reference section, can be marked as used for statistical purposes.

Items are not actually charged.


Inventory Item

Used to create a physical inventory list of items by entering item IDs.

Updates the Times Inventoried counter and the Date Inventoried field in the item record.


In-Transit Wizards

Pending Transits Receive Transits


Pending Transits

Allows you to view items about to be placed In-Transit.


Receive Transits

The Receive Items in Transit wizard is used to take items in transit to your library out of transit.


Questions?


workflows symphony 3.2 circulation module overview ontario library service - north 2009

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