DCLS Circulation Manual - Dauphin County Library System

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CHAPTER 19 FAST ADDS................................................................................................................................... 19.1FAST-ADDING AN ITEM ........................................................................................................................................ 19.1To fast-add item .............................................................................................................................................. 19.1Fast add items not found on catalog ............................................................................................................................. 19.1Fast add a District Loan ............................................................................................................................................... 19.1ADD-BACKS ......................................................................................................................................................... 19.2CHAPTER 20 ITEM TYPES ................................................................................................................................ 20.1CHANGING THE ITYPE OF ITEMS ........................................................................................................................... 20.1CHAPTER 21 ITEM STATUS ............................................................................................................................. 21.1TO PLACE ANOTHER BRANCH’S ITEM IN YOUR BRANCH DISPLAY STATUS ............................................................. 21.1CHANGING ITEM STATUSES .................................................................................................................................. 21.1EDITING STATUS INFORMATION ........................................................................................................................... 21.1To edit status information ............................................................................................................................... 21.1CHART OF PROBLEM STATUSES ............................................................................................................................ 21.2TRACE VERSUS MISSING ....................................................................................................................................... 21.2ITEM STATUS EDITOR ........................................................................................................................................... 21.2Opening the Item Status Editor ....................................................................................................................... 21.3Configuring the Item Status Editor ................................................................................................................. 21.3Using the Item Status Editor ........................................................................................................................... 21.4When to use the Item Status Editor ................................................................................................................. 21.7CHAPTER 22 ILL/DISTRICT LOAN ................................................................................................................. 22.1Requesting an ILL/District Loan: ................................................................................................................... 22.1The Queue ....................................................................................................................................................... 22.2CIRCULATION AND ILL ITEMS .............................................................................................................................. 22.3Instructions for Processing of Interlibrary Loans ........................................................................................... 22.3Receiving ILL items: ................................................................................................................................................... 22.3Checking out ILL items: .................................................................................................................................. 22.5Renewing ILL’s ............................................................................................................................................... 22.6ILL & Claimed Returned ................................................................................................................................ 22.6Canceling an ILL Hold: .................................................................................................................................. 22.7Additional Information about ILLs: ................................................................................................................ 22.8Placing Holds on ILL items ......................................................................................................................................... 22.8Interlibrary Loan Payments .......................................................................................................................................... 22.9DISTRICT LOANS ................................................................................................................................................ 22.10Checking Out an Item to a District Library .................................................................................................. 22.10Requesting a District Loan ........................................................................................................................... 22.10Receiving a District Loan Item ..................................................................................................................... 22.10Checking Out a District Loan to DCLS Borrowers ...................................................................................... 22.10Checking in a Returned District Loan from a DCLS Borrower .................................................................... 22.11District Loans & Claimed Returned ............................................................................................................. 22.12CHAPTER 23 MAIL .............................................................................................................................................. 23.1RETURNED MAIL .................................................................................................................................................. 23.1CHAPTER 24 BARCODES .................................................................................................................................. 24.1REPLACING AN ITEM’S BARCODE ........................................................................................................................ 24.1REPLACING A BORROWER’S BARCODE ................................................................................................................. 24.2To replace a lost or damaged library card ..................................................................................................... 24.2CHAPTER 25 BEST SELLER EXPRESS BOOKS ............................................................................................ 25.1CHAPTER 26 COLLECTION MANAGEMENT ............................................................................................... 26.1DONATIONS/PROCESSING ERRORS/CATALOGING ERRORS/ITEMS NEEDING CATALOGING ................................... 26.1vi
To change status to Collection Management. ................................................................................................. 26.1REPAIRS AND REPLACEMENTS OF DAMAGED MATERIAL ..................................................................................... 26.2PRINT MATERIAL.......................................................................................................................................... 26.2AUDIOVISUAL MATERIAL ........................................................................................................................... 26.2Music CDs ................................................................................................................................................................... 26.2Audiobooks .................................................................................................................................................................. 26.3DVDs and Blu-Rays ..................................................................................................................................................... 26.3CHAPTER 27 LIBRARY CARDS ....................................................................................................................... 27.1TYPES OF LIBRARY CARDS ................................................................................................................................... 27.1DOCUMENTS NEEDED TO OBTAIN A LIBRARY CARD ........................................................................................... 27.2REGISTRATION ..................................................................................................................................................... 27.3In this field ...................................................................................................................................................... 27.5Last name, First name ..................................................................................................................................... 27.5Date of Birth ................................................................................................................................................... 27.5Addr. Type ....................................................................................................................................................... 27.5Street Address ................................................................................................................................................. 27.5Rural Route Numbers & Rural Route Boxes................................................................................................................ 27.6Post Office Boxes......................................................................................................................................................... 27.6Temp: Choose this for alternate addresses, such as: ..................................................................................................... 27.6To enter an alternate address: ....................................................................................................................................... 27.6City,St .............................................................................................................................................................. 27.7Zip Code .......................................................................................................................................................... 27.7Notice by ......................................................................................................................................................... 27.7Email name ..................................................................................................................................................... 27.7Email addr ...................................................................................................................................................... 27.7Phones ............................................................................................................................................................. 27.7Type ................................................................................................................................................................. 27.7Barcode ........................................................................................................................................................... 27.8Pin # ................................................................................................................................................................ 27.8Location .......................................................................................................................................................... 27.8BType .............................................................................................................................................................. 27.8Exp. Date ........................................................................................................................................................ 27.8ID #1 ............................................................................................................................................................... 27.8ID Type ........................................................................................................................................................................ 27.9ID #2 ............................................................................................................................................................... 27.9ID Type ........................................................................................................................................................................ 27.9Guardian Last Name, First Name ................................................................................................................... 27.9Signature date ................................................................................................................................................. 27.9Staff Name ....................................................................................................................................................... 27.9Stat Class ........................................................................................................................................................ 27.9Borrower Note ................................................................................................................................................ 27.9Newsletter ....................................................................................................................................................... 27.9E-CARDS ............................................................................................................................................................ 27.10REGISTRATION CARDS........................................................................................................................................ 27.10PARENT LETTERS ............................................................................................................................................... 27.10DUPLICATE REGISTRATION ................................................................................................................................ 27.10BABY’S FIRST LIBRARY CARD ........................................................................................................................... 27.11LIBRARY CARD REGISTRATION FOR DAY CARES AND OTHER ORGANIZATIONS ................................................ 27.11JUVENILE ROLLOVER ......................................................................................................................................... 27.11CARD RENEWALS ............................................................................................................................................... 27.13For adult borrowers: .................................................................................................................................... 27.13If There Are No Changes ........................................................................................................................................... 27.13If There Are Changes ................................................................................................................................................. 27.13For juvenile borrowers: ................................................................................................................................ 27.14LOST LIBRARY CARD ......................................................................................................................................... 27.14When a borrower leaves her card at the desk, or the card is found elsewhere in the library: ..................... 27.15vii
Page 1 and 2: CHAPTER 1 GETTING STARTED .........
Page 3 and 4: All other materials ...............
Page 5: FEE BLOCK .........................
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 and 24: Chapter 3 CHECKING OUTTo check out
Page 25 and 26: 1. Click Yes to check the item 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
Page 74 and 75:
Other FeesEntertainment DVD $2.00Mi
Page 76 and 77:
Overdue Accrued FinesBorrowers with
Page 78 and 79:
To request a specific copy of the i
Page 80 and 81:
If you want to do this: Status must
Page 82 and 83:
If you want to see the barcode for
Page 84 and 85:
orrower that if he checks out an it
Page 86 and 87:
2. Highlight the copy that you want
Page 88 and 89:
Chapter 16 BLOCKSBorrower blocks ar
Page 90 and 91:
Waiver of Finerequestor’s current
Page 92 and 93:
6. Click OK and Close.Horizon retur
Page 94 and 95:
Horizon displays the Current Blocks
Page 96 and 97:
Note: Horizon sorts information by
Page 98 and 99:
To delete a block manually1. In the
Page 100 and 101:
You can view “as of today” fine
Page 102 and 103:
This window lists payment transacti
Page 104 and 105:
Chapter 18 ITEM RECORDSOnce you hav
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3. You can edit this circulation in
Page 108 and 109:
Add-Backs“Add Backs” are uncata
Page 110 and 111:
Chapter 21 ITEM STATUSTo place anot
Page 112 and 113:
When an item is in one of the follo
Page 114 and 115:
Select the desired status.Scan the
Page 116 and 117:
When to use the Item Status Editor1
Page 118 and 119:
i. Return to the ILL/District Loan
Page 120 and 121:
Once the request status in the requ
Page 122 and 123:
Checking in/Returning ILL items: Wh
Page 124 and 125:
Error Messages - Checking in an ILL
Page 126 and 127:
District LoansChecking Out an Item
Page 128 and 129:
5. Remove the strap and return the
Page 130 and 131:
Chapter 24 BARCODESReplacing An Ite
Page 132 and 133:
Chapter 25 BEST SELLER EXPRESS BOOK
Page 134 and 135:
Repairs and Replacements of Damaged
Page 136 and 137:
Chapter 27 LIBRARY CARDSTypes of Li
Page 138 and 139:
Registration1. Ask for and examine
Page 140 and 141:
In thisfieldLastname,FirstnameDo th
Page 142 and 143:
City,StZip CodeNotice byEmail nameE
Page 144 and 145:
ID TypeID #2ID TypeGuardianLast Nam
Page 146 and 147:
A registration window with some inf
Page 148 and 149:
Card RenewalsThe cards of these Bor
Page 150 and 151:
When a borrower leaves her card at
Page 152 and 153:
1. Ask borrower for ID and check fo
Page 154 and 155:
Chapter 28 REPORTSAccessing, Saving
Page 156 and 157:
You have two options at this point:
Page 158 and 159:
Claimed Returned/Missing/Trace/Lost
Page 160 and 161:
2 nd Window:Verify Date and Timeand
Page 162 and 163:
Checking In ItemsPlease do not use
Page 164 and 165:
When the upload is complete, you wi
Page 166 and 167:
After that this small window will a
Page 168 and 169:
c. Arn or Barb will run Exceptions
Page 170 and 171:
Chapter 31 Circulation Hot KeysESCF
Page 172 and 173:
5. Highlight the issue that you wan
Page 174 and 175:
You may select from these options o
Page 176 and 177:
Note: You can also change the statu
Page 178 and 179:
Chapter 33 APPENDIXESAppendix A - W
Page 180 and 181:
John New Graham Cumberland Public P
Page 182 and 183:
Appendix C - Non-Access Participant
Page 184 and 185:
BOROIndianaMARION CENTER 451BOROInd
Page 186 and 187:
VenangoCHERRYTREE 1,543TWPVenango C
Page 188 and 189:
451 Mall RoadHarrisburg, PA 17111Pr
Page 190 and 191:
Appendix F - Printing and Reporting
Page 192 and 193:
New Borrower Registration Data1. Lo
Page 194 and 195:
Appendix H - Patrons Who Can’t Lo
Page 196 and 197:
license number) before offering any
Page 198 and 199:
available at Step 1 of the Text Imp
Page 200 and 201:
suspended for 3 years.If a patron b
Page 202 and 203:
d. For those branches that were clo
Page 204 and 205:
Appendix N - Self-Service HoldsHold
Page 206 and 207:
Appendix O - Pre-Overdue Flow Chart
Page 208 and 209:
Appendix Q - McNaughton Books and A
Page 210:
Managing Fees and Payments ........
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DCLS Circulation Manual - Dauphin County Library System

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