DCLS Circulation Manual - Dauphin County Library System

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If borrower lost her card and wants a new card: ......................................................................................... 27.15If a borrower calls the library and says that he lost his library card: .......................................................... 27.15UNUSUAL ID’S ................................................................................................................................................... 27.17CHAPTER 28 REPORTS ...................................................................................................................................... 28.1ACCESSING, SAVING, AND PRINTING A REPORT ................................................................................................... 28.1To access the Requests report ......................................................................................................................... 28.1ACCESSING THE HOLD SHELF REPORT ................................................................................................................. 28.1To access the Hold Shelf report ...................................................................................................................... 28.1ACCESSING THE EXPIRED/CANCELED HOLDS REPORT ......................................................................................... 28.2To access the Expired/Canceled Holds report ................................................................................................ 28.2ACCESSING THE REQUEST PULL LIST ................................................................................................................... 28.2To access the Request Pull List Report ........................................................................................................... 28.2Items on Pull List that are not found on shelves. ............................................................................................ 28.3PROCESSING THE PULL LIST ................................................................................................................................. 28.4CLAIMED RETURNED/MISSING/TRACE/LOST REPORTS ........................................................................................ 28.5CHAPTER 29 OFF-LINE CIRCULATION ........................................................................................................ 29.1PC RELIANCE ....................................................................................................................................................... 29.1Contact List: ................................................................................................................................................... 29.1USING PC RELIANCE ............................................................................................................................................ 29.11 st Window: ..................................................................................................................................................... 29.12 nd Window: .................................................................................................................................................... 29.23 rd Window: ..................................................................................................................................................... 29.24th Window: .................................................................................................................................................... 29.3Checkout in PC Reliance ................................................................................................................................ 29.3Checking In Items ........................................................................................................................................... 29.4PART 1 –UPLOADING OFFLINE TRANSACTIONS AT EACH LIBRARY LOCATION .................................................... 29.4PART 2 : UPLOAD PC RELIANCE –ESA ................................................................................................................. 29.6PC RELIANCE COMMUNICATION PROCEDURES .................................................................................................... 29.9CHAPTER 30 LIBRARY SPECIFIC INFORMATION SHEET ...................................................................... 30.1CHAPTER 31 CIRCULATION HOT KEYS ...................................................................................................... 31.1CHAPTER 32 SERIALS ....................................................................................................................................... 32.1NORMAL SERIALS CHECKIN ................................................................................................................................. 32.1ON-GOING CHECKIN ............................................................................................................................................. 32.2DAMAGED CHECKIN ............................................................................................................................................. 32.3VIEWING CHECKIN DETAILS AND HISTORY .......................................................................................................... 32.4VIEWING THE ISSUE DETAIL LIST WINDOW ......................................................................................................... 32.5RESETTING THE DATE OF EXPECTATION .............................................................................................................. 32.6SPECIAL ISSUES .................................................................................................................................................... 32.7CHAPTER 33 APPENDIXES ............................................................................................................................... 33.1APPENDIX A - WHO TO ASK/SEND THINGS TO: .................................................................................................... 33.1APPENDIX B- DISTRICT LIBRARIES ....................................................................................................................... 33.2APPENDIX C – NON-ACCESS PARTICIPANTS ......................................................................................................... 33.5APPENDIX D – TEMPORARY HOUSING ADDRESSES ............................................................................................ 33.10APPENDIX E – TIPS FROM THE DRIVERS ............................................................................................................. 33.12APPENDIX F – PRINTING AND REPORTING MONTHLY/DAILY STATISTICS .......................................................... 33.13New Borrower Registration Data ................................................................................................................. 33.15APPENDIX G – ILL PERIODICAL & MICROFILM FORM ........................................................................................ 33.16APPENDIX H – PATRONS WHO CAN’T LOGON TO HIP ........................................................................................ 33.17APPENDIX I- PATRON IDENTIFICATION FOR LIBRARY USE ................................................................................. 33.18APPENDIX J- CREATING EXCEL SPREADSHEETS FROM HORIZON DATA .............................................................. 33.20APPENDIX K- BANKRUPTCY ............................................................................................................................... 33.22viii
APPENDIX L - COMMUNICATION PROCEDURE: CONNECTIVITY ISSUES .............................................................. 33.24APPENDIX M – NEGOTIATION INSTRUCTIONS FOR FINES/FEES ........................................................................... 33.26APPENDIX N – SELF-SERVICE HOLDS ................................................................................................................. 33.27APPENDIX O – PRE-OVERDUE FLOW CHART ...................................................................................................... 33.29APPENDIX P – ITEM STATUSES ........................................................................................................................... 33.30APPENDIX Q - MCNAUGHTON BOOKS AND AUDIOBOOKS .................................................................................. 33.31Identify a McNaughton Book ........................................................................................................................ 33.31Identify a McNaughton Audiobook ............................................................................................................... 33.31Returning McNaughton Materials ................................................................................................................ 33.31CHAPTER 34 INDEX ............................................................................................................................................ 34.1ix
Page 1 and 2: CHAPTER 1 GETTING STARTED .........
Page 3 and 4: All other materials ...............
Page 5 and 6: FEE BLOCK .........................
Page 7: To change status to Collection Mana
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
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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
Page 96 and 97:
Note: Horizon sorts information by
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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
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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
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
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City,StZip CodeNotice byEmail nameE
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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
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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
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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
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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