missoula and havre 2015 circulation
TRANSCRIPT
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Circulation:What Do All These Wizards Do?
Presented byJessie Goodwin and Jemma Hazen
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Things to Remember
• Always check the properties – many times there are behavior and default options that can save a ton of time and repetitive actions
• Open the property page (with right click) and push F1 to bring up the context help to explain all the options
• “Helpers” put additional functionality into the wizards, but if you don’t need them, turn them off to avoid clutter!
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Right Click Menu
• The vast majority of everything we will go over is also available by right clicking on anitem on the screen – so remember that’s an option
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Item Search and Display
• Set the default tab in Properties to make this more user-friendly
• 2nd row of tabs shows useful infolike current patron, bills, holds, etc
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Easy ways to adjust due dates
• Special Due Date helper in Check Out– Use gadget– 3 options for duration of
special date--pay attention to which you choose
• Modify Due Date wizard for already charged items– you can change a group or individual items
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Duplicate User check
• Turn on in the User Registration properties
• You decide what it will check against
• Will return results for all the MSC libraries
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User Claims Returned
• Use gadget to set date – and Mark Items at bottom to save changes!
• Set date claims before due date to avoid phantom fines
• Item stays on patron record – so you’ll need to deal with them eventually
• Counter on patron record doesn’t go down automatically
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Mark Item Used
• Way to get stats on things that are used but not checked out
• Stats recorded in a different spot than regular circs so you can track separately
• Will give you alert pop-ups for any holds, checkouts, missing status, etc so it’s a nice double check for those piles of books that get left out
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Ephemeral Checkout
• A real checkout – that gets checked back in immediately
• Needs a user barcode and an item barcode – but is great for tracking items you don’t want to barcode individually (magazines,
trade paperbacks)
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Mark Item Missing
• If it should be on the shelf and isn’t – Mark It Missing!
• Helpful to staff and patrons – so nobody spends time looking for an item you already know you can’t find
• Check your properties - Should have a special Missing User – contact us if you don’t
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Mark Item Lost
• If a patron loses a book – this is how you clear it from their card and charge them for it
• You might want to turn on the search helper – because this wizard only has Item Id Scan and when an item is lost you don’t usually have the barcode
• Look up the patron first – then Mark the Item Lost
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Check In Bookdrop
• If you don’t fine – you don’t need this• Time travel for library books! Just set the
checkin date.• Make sure you set properties for receipts,
hold alerts, etc
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Copy User
• Use to “clone” a patron for making multiple cards in the same household
• Copies last name, address, phone• Does not copy PIN• Set properties to determine whether to copy
extended info
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Onshelf Items
• List of holds that need to be pulled off the shelf• Dynamic, constantly updated throughout the day• Customizable in properties• Can be printed or exported to Excel
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Billing Users
• Bill user is different from Mark Item Lost. Bill user manually adds charges and doesn’t change the item status
• Mark Item Lost changes the item’s location to Lost-Claim and charges the patron
VERSUS
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Adding Bills to Patron Records
Use this one to remove from patron record and charge patron
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Receipt Printing• If your receipts aren’t printing correctly or you want to change the text, look at your properties
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Did we miss any?
• Are there any mysterious wizards we didn’t cover?