Circulation

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Dealing with Patrons

• Searching For Patrons
• Registering a New Patron
• Updating a Patron Record
• Deleting a Patron Record (no good link - use Sitka’s or develop own)
• Patron Alerts
• Patron Notes
• Merging Patron Records (advanced)

Dealing with Items

• Checking out a book to a Patron
• Checking in items
• Renewing a Patron’s items

Oh No! Dealing with Missing/Problem Items

• Marking an Item Lost in Patron’s Record
• Marking an Item Claimed Returned in Patron’s Record
• Marking an Item Never Checked Out in a Patron’s Record
  • This is an almost identical procedure to marking Claimed Returned: From Patron’s Record View (pic)

Checking on an Item’s Condition/Status/Attributes

• Going through the Item Status Screen
  • Checking Multiple Items by Scanning Barcodes In (local copy needed)
  • Checking Multiple Items by Loading Text list (local copy needed)
• Editing Items from Item Status (link to Cataloging)

Dealing with Holds

• Placing a hold in the Patron’s Record
• Managing Holds
  • Cancelling a Hold (could be clearer add our own)
  • Hold Notification Methods the Patron Sets
  • Running a Holds Pull List and Capturing Holds
  • Checking the Holds Shelf List (need local example, could be a screenshot with text)
  • Clearing the Hold Shelf List of Expired Holds

Dealing with Transits (older, but relevant)

• When does the Status Change? How to receive an In Transit Item? (add simple explanation)
• Checking Transit List (could use pic)
• Canceling Transits (could use pic)