DCLS Circulation Manual - Dauphin County Library System

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To Check out an item normallyDO NOT check out items until an address correction is updated, and never check outanything if the account has a CB block (Credit Bureau block).1. In the Checkout window, identify the borrower.a) If there are any blocks, open and read them (blocks/notes). Inform borrowerof overdue fines, overdue books, items being held, a hold cancellation message,or address correction needed.b) Delete any message brought to a conclusion.c) DO NOT DELETE A CREDIT BUREAU BLOCK. See Chapter 13 for moreinformation about Credit Bureau blocks.d) Click CKO to continue checkout2. Scan the item’s barcode.<strong>Circulation</strong> checks out the item and displays the due date in the All ItemsOut list box.3. Repeat step 2 for all other items the borrower wants to check out.4. If you want to see a list of all items currently checked out to the borrower, clickAll Items Out or click CKO, All Items Out.5. You can get additional information from the Checkout window by clicking thesebuttons: Blocks. This opens a list of current blocks for the borrower. Edit Item. This lets you edit circulation information for the item you select inthe list box.6. After scanning all items, print a date due slip ((F11), give to borrower & remindher/him of due dates.Note: To clear all of the borrower information from the Checkout window, clickClear. <strong>Circulation</strong> then displays a blank Checkout window.Checking out an item that another borrower has placed on reserveIf a borrower brings an item to the circulation desk for checkout and the followingmessage appears:3.2
1. Click Yes to check the item out to the borrower.Note: Horizon automatically puts the borrower back at the top of the request list.Checking out an item on the hold shelf to a different borrower.If a borrower wants to pick up an item on hold for someone else and check it out onhis card, rather than the card of the person it is on hold for, scan the borrower’s cardand the item.The following message will appear.Click Yes.Horizon will ask you:2. Select NoTo check out an item with a missing or damaged barcode:1. Open the borrower’s account (scan card or do search using appropriate ID)2. Click Item, Find Item (F2), to search for item.3. Click Title Browse.4. Enter title of item.5. Highlight title on list.5. Click Show Copies6. Horizon displays the title in the Copies window. If there is more than onecopy available, highlight the one you want.3.3
Page 1 and 2: CHAPTER 1 GETTING STARTED .........
Page 3 and 4: All other materials ...............
Page 5 and 6: FEE BLOCK .........................
Page 7 and 8: To change status to Collection Mana
Page 9 and 10: APPENDIX L - COMMUNICATION PROCEDUR
Page 11 and 12: Rebooting borrower PCs (weekly/cold
Page 13 and 14: 2. Log into Citrix.a. Username: dcl
Page 15 and 16: 4. Select “dcls” as your databa
Page 17 and 18: 3. Font style and sizea. Click Opti
Page 19 and 20: When you are instructed to press tw
Page 21 and 22: Patron Identification for Library U
Page 23: Chapter 3 CHECKING OUTTo check out
Page 27 and 28: Chapter 4 CHECKING INCheckin ModesC
Page 29 and 30: To set up Checkin display options:1
Page 31 and 32: Here is an example of the checkin w
Page 33 and 34: a. Fill out appropriate Returning S
Page 35 and 36: 4. Put message to borrower on accou
Page 37 and 38: Email NotificationAn email will be
Page 39 and 40: Filling in the Damaged Item SlipAny
Page 41 and 42: Changing the Checkin DateHorizon us
Page 43 and 44: To do this Do this Or thisRenew one
Page 45 and 46: NOTE: ITEMS CAN ONLY BE RENEWED TWO
Page 47 and 48: Chapter 6 SEARCHING THE CATALOGType
Page 49 and 50: 5. Click OK.Your results will displ
Page 51 and 52: Chapter 7 SHARED COLLECTIONSAbout s
Page 53 and 54: Chapter 8 COMMUNITY COLLECTIONThis
Page 55 and 56: 5. Login = Workstation ID (esa70, f
Page 57 and 58: Chapter 10 LOST ITEMSNote: Do not,
Page 59 and 60: Refunding a Lost ItemDCLS policy al
Page 61 and 62: m. Click Sort to sort list7. Staff
Page 63 and 64: Chapter 13 CREDIT BUREAU GUIDELINES
Page 65: If the patron is paying by cash or
Page 69: Filling out the Credit Bureau Actio
Page 72 and 73: Timeline for Overdues and Credit Bu
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Other FeesEntertainment DVD $2.00Mi
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Overdue Accrued FinesBorrowers with
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To request a specific copy of the i
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If you want to do this: Status must
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If you want to see the barcode for
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orrower that if he checks out an it
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2. Highlight the copy that you want
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Chapter 16 BLOCKSBorrower blocks ar
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Waiver of Finerequestor’s current
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6. Click OK and Close.Horizon retur
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Horizon displays the Current Blocks
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Note: Horizon sorts information by
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To delete a block manually1. In the
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You can view “as of today” fine
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This window lists payment transacti
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Chapter 18 ITEM RECORDSOnce you hav
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3. You can edit this circulation in
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Add-Backs“Add Backs” are uncata
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Chapter 21 ITEM STATUSTo place anot
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When an item is in one of the follo
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Select the desired status.Scan the
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When to use the Item Status Editor1
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i. Return to the ILL/District Loan
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Once the request status in the requ
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Checking in/Returning ILL items: Wh
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Error Messages - Checking in an ILL
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District LoansChecking Out an Item
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5. Remove the strap and return the
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Chapter 24 BARCODESReplacing An Ite
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Chapter 25 BEST SELLER EXPRESS BOOK
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Repairs and Replacements of Damaged
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Chapter 27 LIBRARY CARDSTypes of Li
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Registration1. Ask for and examine
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In thisfieldLastname,FirstnameDo th
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City,StZip CodeNotice byEmail nameE
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ID TypeID #2ID TypeGuardianLast Nam
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A registration window with some inf
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Card RenewalsThe cards of these Bor
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When a borrower leaves her card at
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1. Ask borrower for ID and check fo
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Chapter 28 REPORTSAccessing, Saving
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You have two options at this point:
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Claimed Returned/Missing/Trace/Lost
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2 nd Window:Verify Date and Timeand
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Checking In ItemsPlease do not use
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When the upload is complete, you wi
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After that this small window will a
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c. Arn or Barb will run Exceptions
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Chapter 31 Circulation Hot KeysESCF
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5. Highlight the issue that you wan
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You may select from these options o
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Note: You can also change the statu
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Chapter 33 APPENDIXESAppendix A - W
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John New Graham Cumberland Public P
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Appendix C - Non-Access Participant
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BOROIndianaMARION CENTER 451BOROInd
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VenangoCHERRYTREE 1,543TWPVenango C
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451 Mall RoadHarrisburg, PA 17111Pr
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Appendix F - Printing and Reporting
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New Borrower Registration Data1. Lo
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Appendix H - Patrons Who Can’t Lo
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license number) before offering any
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available at Step 1 of the Text Imp
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suspended for 3 years.If a patron b
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d. For those branches that were clo
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Appendix N - Self-Service HoldsHold
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Appendix O - Pre-Overdue Flow Chart
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Appendix Q - McNaughton Books and A
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Managing Fees and Payments ........
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DCLS Circulation Manual - Dauphin County Library System

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