1. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 1/43 Lesson 15 Using the Voyager Circulation Module: The Interface and Patron Records

2. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 2/43 ! 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 FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 3/43 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. ExLibris’s Voyager System v. 7.2.1 Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 4/43 image, courtesy of ExLibris

5. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 5/43 So much information So little time

6. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 6/43 The challenge is to organize information and make it accessible to people

7. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 7/43 That’s our job

8. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 8/43 Bringing people in touch with the information they need

9. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 9/43 Lesson 15. The Voyager Circulation Module: Interface and Patron Records 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 FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 10/43 Acknowledgements Special thanks to all the students who previewed this lesson and provided critical suggestions on how to improve it

11. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 11/43 Contents of this lesson Review of past learning Learning Objectives Circulation module interface Circulation module basic functions: working with patron records Recap and a look ahead Your response to the lesson

12. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 12/43 Review of past learning In Lesson 14, you gained an overview of the ExLibris Voyager automated library information management system

13. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 13/43 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 What’s 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 FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 14/43 Learning Objectives of this lesson To provide an introduction to the following basic circulation features: The circulation interface patron records & barcodes

15. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 15/43 After experiencing this lesson, you will… Be familiar with the Voyager Circulation interface Understand the basic features of patron records and know how to access, read, and modify them

16. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 16/43 Sections of Lesson 15 This lesson has one (1) section: §15.1 Voyager interface and patron records Ok, let’s begin …

17. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 17/43 § 15.1 Voyager Interface and Patron Records

18. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 18/43 The Voyager Circulation Interface

19. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 19/43 The Voyager Circulation main interface window consists of: Menu bar: Menu items (File, etc.) in the individual drop down menus change depending on the action (e.g., charging) File, Functions, Options, Help Charge, Discharge, Reserve, Short Loan, Item, Patron, Help Action buttons bar: “Charge”, “Discharge”, “Item”,and “Patron” will be your most frequently selected buttons or icons

20. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 20/43 Accessing Patron Records As you learned in Lesson 14, Voyager’s information base consists of a set of relational databases. For circulation purposes, we will be most concerned with the patron database and the collections or item database. These databases consist of data elements (such as name, address … or title, author…) grouped into records We access a patron record primarily through its unique identifier: its WVU ID card

21. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 21/43 Accessing Patron Records (2/2) Currently, student assistants do not have the security permission to directly access patron records However, we want you to know how the basics about patron records, in case you are provided clearance in the future

22. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 22/43 The WVU ID is the main access source Ask the patron for her or his WVU ID card, Resident/Nonresident ID card, Temporary ID card, or other official university library card

23. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 23/43 Patron Barcode The patron record magnetic strip is on the back of the WVU Mountaineer card Prior to the new ID card, we accessed the record by barcode scanning a paper library card

24. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 24/43 To access a patron record Select the Patron button…

25. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 25/43 …the Patron Search window is opened

26. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 26/43 Use the Patron Search window to open the patron record Select Barcode radio button

27. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 27/43 Use the Patron Search window to open the patron record You will now see the Barcode window Swipe the ID through the wedge on the keyboard If you don’t have the card, type in the ID number

28. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 28/43 Searching by name If the patron barcode is not available: Select Name Type in last name and first name or initial

29. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 29/43 … the Patron Record window will appear

30. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 30/43 If it doesn’t… Check spelling of the last name Check spelling of the first name Don’t enter middle name or initial Put in WVU ID number Be alert for students with two numbers: the WVU ID number and the expired barcode number

31. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 31/43 Use the Find button Or use the Find button Type in the first few letters of the last name to activate the Find button

32. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 32/43 If a Multiple Names window appears… Select the name closest to what you are searching for Ask the patron for her or his WVU ID number to verify which patron record to select

33. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 33/43 How to read a patron record Notes No. of Items charged, on loanFinesHolds/Recalls Available/Requested Historical CountersPatron Statistical Counters

34. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 34/43 To see the patron’s charged items Select the Charged Items button

35. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 35/43 the Charged Items Index window From here you can check: Number of items the patron has charged Item information: Title, Author, Library, Barcode, Due Date, Status

36. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 36/43 You can also … Obtain specific item info by selecting it and selecting the Item Info button Print the full list of items charged by the patron Select and Renew specific items without having to scan the items Select All items and then select Renew for global renewal DO NOT Discharge any items from this screen

37. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 37/43 The Fines button If the patron owes any fines, the amount will be reflected below the Fines icon Call in a staff member to deal with the fine DO NOT process a fine

38. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 38/43 Other buttons Hold/recall button indicates requests arrived and placed Indicates whether there are relevant notes, such as regarding missing ID or fines information. Only enter notes with supervisor’s approval. These are little used

39. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 39/43 If there are multiple statuses for a patron record Determine which is the most viable and accurate status Look for validating identification if you are unsure, especially for new students

40. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 40/43 To modify a patron record Place your cursor on the patron line, right click your mouse button, and select Edit

41. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 41/43 Editing a patron record Make changes Check to make sure charge Expires and Purge Date fields are accurate

42. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 42/43 Recap and a look ahead You have now learned about the interface of the Voyager circulation module as well as how to access and work with patron records In Lesson 16, you will learn how to discharge items

43. Revised FR 2013-05-31 15:07 EST Created WE 2004-06-23 Lesson 15. Interface and Patron Records / Bringing Learners and Library Skills Together Copyright © 2003-2013 by A. David Roth | Evansdale Library, West Virginia University 43/43 Response to Lesson 15 Thank you for your participation in experiencing lesson 15 Please access the online response form to report on your learning experienceonline response form Then report to the Circulation Desk to perform Task Performance 11