1. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 1/68 Lesson 17a Charging Procedure

2. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 2/68 ! Before you go any further, minimize this lesson and launch the Voyager Circulation module from the menu The Voyager Circulation Username: evanstusup Password: may00 (zero zero)

3. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 3/68 For enhanced learning, you can switch back and forth between this PowerPoint Lesson and the Voyager Circulation module, to actually try out what you are learning To have this interactivity: Use the + keys to switch between these two programs (To do this, you must have only these two programs running)

4. Ex Libris Voyager System v. 8.2.1 Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 4/54 image, courtesy of Ex Libris

5. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 5/68 When a library user needs an item to do research …

6. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 6/68 We link the item to the users patron record and …

7. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 7/68 Complete the processing of the item

8. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 8/68 Bringing people in touch with the information they need

9. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 9/68 Lesson 17a. The Voyager Circulation Module: Charging Procedure A Self-Paced Module in the Instructional Project Bringing Learners and Library Skills Together: Using Computer-Based Instruction for Training Employees at a University Research Library

10. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 10/68 Acknowledgements Thanks to all who previewed this lesson and provided critical suggestions on how to improve it

11. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 11/68 Contents of this lesson Review of past learning Learning Objectives Basic functions with the Circulation module: charging items Recap and a look ahead Your response to the lesson

12. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 12/68 Review of past learning In Lesson 16, you gained an overview of how to discharge items from a patron record

13. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 13/68 Where you are in the instructional sequence General Context of Student Assistant Library Work L1 Your Learning Experience as a Student Library Assistant in Circulation Services at Evansdale Library / Assess / Discuss L2 Performance Expectations for Student Assistants / Assess / Discuss L3 Library Resources / Assess / Discuss Maintaining the Integrity of the Physical Collections L4 A Virtual Tour of the Library / Assess / Discuss / Task Perf. 1 / Assess / Discuss L5 Call Number Classification / Assess / Discuss / LC Easy / Task Perf. 2 / Assess / Discuss L6 Retrieving Stacks Items / Assess / Discuss / Task Perf. 3 / Assess / Discuss L7 Straightening Shelves of Items / Assess / Discuss / Task Perf. 4 / Assess / Discuss L8 Shelving Items / Assess / Discuss / Task Perf. 5 / Assess / Discuss L9 Visually Scanning Items for Call Number Consistency / Assess / Discuss / Task Perf. 6 / Assess / Discuss L10 Physical Item Searches / Assess / Discuss / Task Perf. 7 / Assess / Discuss L11 Reconfiguring the Collections / Assess / Discuss / Task Perf. 8 / Assess / Discuss Public Service and System Functions L12 Whats What behind the Circulation Desk / Assess / Discuss / Task Perf. 9 / Assess / Discuss L13 Standard Operations at the Circulation Desk / Assess / Discuss / Task Perf. 10 / Assess / Discuss L14 Introduction to the Endeavor Voyager System / Assess / Discuss L15 Voyager Circulation Module: Interface and Patron Records / Assess / Discuss / Task Perf. 11 / Assess / Discuss L16 Voyager Circulation Module: Discharging Items / Assess / Discuss / Task Perf. 12 / Assess / Discuss L17 Voyager Circulation Module: Charging Items / Assess / Discuss / Task Perf. 13 / Assess / Discuss L18 Voyager Circulation Module: Item Records / Assess / Discuss / Task Perf. 14 / Assess / Discuss L19 Course Reserves / Assess / Discuss / Task Perf. 15 / Assess / Discuss L20 Using the Wireless Laptop Computers, CD Players, and Associated Equipment / Assess / Discuss / Task Perf. 16 / Assess / Discuss L21 Using the Pharos System Print Controller, Printers, Copiers, Digital Sender, and Value-Add Service Machine / Assess / Discuss / Task Perf. 17 / Assess / Discuss L22 Using the MountainLynx Electronic Catalog / Assess / Discuss / Task Perf. 18 / Assess / Discuss L23 Supervising the Use of the Electronic Classroom Computers / Assess / Discuss / Task Perf. 19 / Assess / Discuss L24 How to Help Library Users / Assess / Discuss / Task Perf. 20 / Assess / Discuss L25 Working with Microform and Government Documents / Assess / Discuss / Task Perf. 21 / Assess / Discuss

14. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 14/68 Learning Objectives of this lesson To provide an introduction to a basic circulation function: Charging items

15. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 15/68 After experiencing this lesson, you will… Know how to charge items

16. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 16/68 Division of the lesson This lesson is divided into two parts: Lesson 17a is an introduction to the basic procedure of charging an item to a library user The next sub-lesson, Lesson 17b, discusses how to deal with charging problems, how to renew, and how to modify due dates

17. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 17/68 Sections of Lesson 17a This sub-lesson has three (3) sections: §17.1 Standard charging procedure §17.2 Practice Exercise §17.3 Proxy charging procedure Ok, lets begin …

18. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 18/68 § 17.1 Standard charging procedure

19. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 19/68 Charging items When an item is charged out to a library user, the Voyager system links the item record to that patrons record; it is essentially a specific link between the patron and item databases That link remains until the item is discharged If the returned item is not overdue when returned, no history will remain of the usage of that item on the patrons record

20. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 20/68 Charging (2/4) To charge an item, the library user must produce a current, activated WVU ID issued by the University to that person If affiliated with WVU as a student, staff, or faculty, the person must produce a Mountaineer card as picture ID Otherwise, the person should have a Resident Borrower card or other official card that is currently active and has been issued by the WVU Libraries

21. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 21/68 Charging (3/4) Also, please be aware that the recent commencement of the computer log-in authentication system and the new policy on Resident Borrower cards has created some confusion for patrons, especially at the beginning of the academic year Please be patient with patrons and library employees as you work under sometimes stressful conditions

22. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 22/68 Charging (4/4) Most Voyager Circulation actions occur at the Service Desk, using the desktop computers with attached barcode scanners In most instances, a library user must bring the item to be charged to the Service Desk, where library personnel perform the necessary charging functions When a patron comes to the desk, greet her or him and ask if she/he wants to check out items

23. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 23/68 To charge an item to a patron record First, select the Charge button

24. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 24/68 The Charge window This will launch the Charge window

25. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 25/68 Library user card needed Ask the library user for her/his Mountaineer Card or other legitimate library card Look carefully at the picture and name on the card and confirm that it matches the library user standing before you at the desk A legitimate library card should only be used by the person for whom the card is named

26. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 26/68 Library user card needed (2/2) If a student is charging out an item under a proxy status, make sure that s/he has a Proxy icon in her/his patron record More on Proxy charging later in this lesson

27. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 27/68 Barcode box Place the cursor in the Barcode box, if it is not placed there automatically

28. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 28/68 Scan in the Patron Barcode The Barcode is now magnetically embedded in a strip on the back of the WVU Mountaineer card, the Resident Borrower card, or in some instances on a special library card It used to a visible barcode on the card, as in this example Scan it in scan

29. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 29/68 Check the screen! Visually scan the monitor screen to confirm that the patron barcode was read successfully Barcode scanners can misread the barcode, especially if the card is bent

30. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 30/68 Charging to a specific patron Scanning successfully will emit a beep! This will activate the specific library users data record in the Charge window

31. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 31/68 The item barcode window The cursor will automatically be positioned in the Item Barcode slot You are now ready to link the patron record with the specific item record

32. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 32/68 Scanning the item barcode Each catalogued library item has a unique barcode assigned to it The barcode will be located on the upper left side of the cover or on inside cover of the book Scan it scan

33. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 33/68 The item is charged Position the item and lens of the scanning wand a few inches apart such that the beam from the scanner moves slowly over the item barcode A loud beep indicates that the item was scan-read successfully

34. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 34/68 Charge window indicates results The blue item row indicates that the charge was successful Due date is indicated here

35. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 35/68 Verify that the item was charged! Visually scan the monitor screen to confirm that the item barcode was read successfully Barcode scanners can misread the barcode, resulting in a non-charge of the item If that happens, rescan the item

36. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 36/68 Charging multiple items If there is more than one item to charge, continue scanning scan

37. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 37/68 Charge Window displays order of charging of items First item charged Second item charged, etc.

38. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 38/68 Processing charged items Once you have charged the items via the Voyager Circulation module: Note the date due for each item Confirm that it matches the appropriate due date for the patron status and kind of item (different statuses and items allow for different periods of circulation) For example, an undergraduate status would permit a four- week due date for regular books

39. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 39/68 Select the right date stamp Choose the appropriate date stamp In this example, we would select the 4 week stamp

40. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 40/68 The DATE DUE slip Locate the DATE DUE paper slip inside the front cover or on the first page of each item

41. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 41/68 Stamp the due date on the slip Depress the date stamp carefully downward to legibly ink the slip with the appropriate due date

42. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 42/68 The dated DATE DUE slip The due date should be clearly readable

43. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 43/68 Demagnetize the item The demagnetizer is located under the Service Desk We demagnetize the item so that the book doesnt set off the exit alarm when the patron leaves the building

44. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 44/54 Demagnetize the item (2/3) Place the item along the horizontal panel of the magnetizer, with the spine of the item against the back Slide the spine of the item left to right You will hear a clunk sound Two lights will light up on the display Most importantly, watch for the green center light to light up, which indicates that the item was successfully demagnetized Slide right !

45. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 45/68 Demagnetize the item (3/3) All bound paper items have magnetic strips inserted in them which remain magnetically charged until they are checked out to a patron, in order to reduce theft of our collections Desensitizing or demagnetizing an item eliminates the magnetic charge on the magnetic strip, so that the exit alarm will not be activated when the item leaves the building !! However, if the charged item is an audio tape, CD/CD-ROM, computer disk, or other sensitive format, DO NOT demagnetize! Demagnetizing could damage the item. Simply hand that item to the patron

46. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 46/68 Completing the processing Hand the item(s) to the patron, verbally reminding her/him when the item(s) is/are due Ask patron if s/he knows how to renew her/his books online via MountainLynx; if not, give her/him the Online Renewals information sheet If the exit alarm sounds when the patron is leaving the building, apologize to the patron and demagnetize all (non-sensitive) items again on the machine near exit Other items that the patron is carryingsuch as textbooks from the bookstore, cell phones, audio players, laptops, etc.may also set off the alarm Be sure to look and try to determine what set off the alarm; dont just sit there

47. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 47/68 Items with book jackets If you are charging an item with a book jacket, the barcode will not be on the book jacket Instead, only the call number (or in some cases not even that) will be located at the bottom of the cover

48. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 48/68 Items with book jackets (2/2) In most cases the item barcode will be on the hardcover on the upper left side or inside the opening page of the item

49. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 49/68 § 17.2 Practice Exercise

50. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 50/68 Practice Exercise OK, lets do a quick review exercise for charging an item to a patron

51. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 51/68 Charging exercise Greet the library user and confirm that he/she wants to charge out an item Now click on the Charge button Click here

52. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 52/68 Scan patron barcode Receive the barcoded ID card from the patron (Cicely Cyborg) The Charge window will be visible Scan Cicelys barcode into the Barcode box Click here

53. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 53/68 Check the screen! Visually scan the monitor screen to confirm that the patron barcode was read successfully Barcode scanners can misread the barcode, especially if the card is bent

54. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 54/68 Her patron record will be loaded in the Charge window Take her item (book, etc.) Locate the item barcode on it Locate item barcode Click here

55. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 55/68 Scan item barcode Scan the item barcode into the Barcode box of the Charge window Click here

56. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 56/68 Charge window indicates results The blue item row indicates that the charge was successful Item due date listed here

57. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 57/68 Check the screen! Visually scan the monitor screen to confirm that the item barcode was read successfully Barcode scanners can misread the barcode

58. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 58/68 Completing the process Return ID card to Cicely Date stamp the book (9/24/2003) Demagnetize it (unless media item) Hand item to patron, telling her that the book is due September 24 You have now successfully processed a charged item

59. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 59/68 § 17.3 Proxy charging procedure

60. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 60/68 Proxy patrons Occasionally a patron will need to have recourse to a Proxy status for charging items One example would be an undergraduate student who is doing research under the supervision of a faculty member and needs semester loan privileges Another example would be a member of a federal agency or institution (such as NIOSH, NASA, etc.) who will be one of a number of proxy users under an Institutional Borrower patron record for that institution Only Circulation staff members are empowered to create a proxy status

61. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 61/68 Proxy patrons (2/2) What a proxy status means is that a sponsor (a faculty member or an institutional borrower, for instance) can confer special lending privileges to a specified borrower The sponsor must complete and have certified a Proxy Card Authorization request from the Service Desk, by providing identifying information about those individuals who will borrow under that proxy status The faculty member or institutional borrower takes full responsibility for all items borrowed under the proxy status, including payment of fines, replacement costs, etc. Proxy statuses are usually assigned for a limited time period (e.g., a semester)

62. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 62/68 Proxy charging If a student comes to the desk to charge out items, and mentions that s/he needs to charge these out for her/his professor, ask if s/he has been given a proxy status Launch the Charge/Renew window Scan the patron barcode into the Patron Barcode: box to summon the patron record

63. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 63/68 Proxy charging (2/6) Look at the Charge window for that patron Is there a Proxy Patrons button visible with a ghostly figure and a number 1 under it? If yes, the image indicates that there is a sponsor for that patron in the background Click on that button

64. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 64/68 Proxy charging (3/6) Selecting the Proxy Patrons button has launched a Proxy Patron To window Ask the patron for the sponsors name and confirm that it matches If it matches, select OK

65. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 65/68 Proxy charging (4/6) The Charge window with the sponsors patron record will be launched Confirm that the proxy patrons name (in this example, Cicely Cyborg) appears here as Proxy: In effect, the items are being charged to the sponsors barcode

66. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 66/68 Proxy charging (5/6) Scan in the item barcode to charge it to the sponsor

67. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 67/68 Proxy charging (6/6) The item is now charged to the sponsor, although the proxy borrower now takes physical possession of the item Complete the check out procedure, reminding the patron when the item is due

68. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 68/68 Recap and a look ahead In the first part of Lesson 17, you have been introduced to the standard procedures for charging items to a patron In part two, you will learn how to deal with charging problems, as well as how to renew items and modify due dates

69. Revised WE 2013-08-21 15:23 EST Created WE 2004-06-23 Lesson 17a. Charging Procedure / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 69/68 Response to Lesson 17a Thank you for your participation in experiencing lesson 17a Please access the online response form to report on your learning experienceonline response form Then continue on with Lesson 17b