1. Workflows Symphony 3.2 CIRCULATION MODULE OVERVIEW Ontario Library Service - North 2009

2. Circulation Wizard Groups Common Tasks Users Items Holds Special In-Transit Items Ontario Library Service - North 2009

3. Common Task Wizards Discharging Bookdrop Ephemeral Check Out Discharging Fine Free Discharge Renew User Renew Item Billing a User Paying Bills Item Search Library Calendar Ontario Library Service - North 2009

4. Discharging Bookdrop Used to discharge items left in the bookdrop or when the library is closed. Use this wizard to check in multiple items left in the bookdrop and backdate their date of discharge. Ontario Library Service - North 2009

5. Ephemeral Used to check out impermanent materials to a library user. Libraries may have items that they want to circulate, but do not want to track for overdue notices or billing purposes. Impermanent materials can include items such as donated paperbacks and pamphlets. Ontario Library Service - North 2009

6. Checkout & Discharging The Checkout wizard is used to check out items to a library user. The Discharge/Checkin wizard is used to check in items returned to the library by the user Ontario Library Service - North 2009

7. Fine Free Discharge Used to check in items for which you do not want to collect fines, such as if your library has a designated fine free day. Fines and suspensions are not assessed to the user. The wizard performs all other discharge functions (such as transits, check for holds, and update item records) Ontario Library Service - North 2009

8. Renew User Used to renew a single item or all items for a user. A ”seen” renewal means the item is physically present for the renewal. An ”unseen” renewal means the item is not physically present, such as when items are renewed by telephone. Ontario Library Service - North 2009

9. Renew Item Used to renew a single checked out item. Ontario Library Service - North 2009

10. Billing a User Used to issue a bill to a user. Patrons can accrue bills for library services or overdue items. Bills can be created automatically if defined in the user configuration library policies or created manually. Ontario Library Service - North 2009

11. Paying Bills Used to pay user bills. Payment information displays in the Payment column Ontario Library Service - North 2009

12. Library Calendar Used by library staff members to display and modify the closed days/dates for their individual library. Staff members will only have access to the calendar for their library. The wizard displays the calendar for the library linked to the user’s login. Ontario Library Service - North 2009

13. User Wizards Display User User Registration Modify User Copy User Confirm Address Renew Privilege Send Message Remove User Suspend User Unsuspend User Ontario Library Service - North 2009

14. Display/Register/Modify User The Display User wizard is used to display an existing user record. The New User Registration wizard is used to register a new user for your library. The Modify User wizard is used to change an existing user record. Ontario Library Service - North 2009

15. Copy User Used to create a new user record by copying existing user information. Especially useful when registering an entire family where address information is the same. Ontario Library Service - North 2009

16. Confirm Address The Confirm Address wizard is used to confirm or update a user address while checking out an item. Ontario Library Service - North 2009

17. Renew Privilege The Renew Privilege wizard is used to renew or extend a user’s library privileges. Ontario Library Service - North 2009

18. Suspend User Used to suspend a user’s loan privileges when overdue materials are returned rather than assess overdue fines. Ontario Library Service - North 2009

19. Unsuspend User Used to unsuspend individual suspended users. You can forgive or cancel the suspension by a particular number of days or waive it completely. Ontario Library Service - North 2009

20. Send User Message Used to send a message or reply to a request to a specific user. Not an email message. Users can access this through the User Services choice in the library OPAC. (iBistro) Ontario Library Service - North 2009

21. Remove User Used to remove a user record from the catalog. Ontario Library Service - North 2009

22. Items Wizards Add Brief Title Mark Item Missing Mark Item Lost Edit Item Ontario Library Service - North 2009

23. Add Brief Title Used when you need to circulate an item that has not been fully cataloged, or does not need to be fully cataloged. Creates a brief record (brief title, call number, or item to the catalog) to circulate the item. When discharged, the item can be routed to cataloging so that the full record can replace the brief record, if a full record is needed. Ontario Library Service - North 2009

24. Mark Item Missing Used to check out an item in the catalog to MISSING. Marking an item as missing indicates that the item may not be lost. Charging the item to MISSING alerts staff and shadows (hides) the item from the public to prevent futile efforts to locate this item. Ontario Library Service - North 2009

25. Mark Item Lost Used to mark an item in the catalog as Lost and change the item’s current location to LOST-CLAIM without discharging the item from the patron’s record. Shadows the item in the catalog so that other users will not inquire about the item Prevents holds from being placed on the lost item Ontario Library Service - North 2009

26. Mark Item Lost – cont’d When an item is marked as Lost, the system: Shadows the item in the catalog so that other users will not inquire about the item Prevents holds from being placed on the lost item Prevents items from being recalled or used to satisfy a hold Ontario Library Service - North 2009

27. Mark Item Lost – cont’d Keeps the item on the patron’s record until the lost item bill is paid, forgiven, or waived, or item is returned to the library Maintains the current location of LOST- CLAIM until the item returns to circulation Ontario Library Service - North 2009

28. Edit Item Allows you to modify the item-level information only. Ontario Library Service - North 2009

29. Holds Wizards Place Hold Display/Modify/Remove User Holds Display Item and Title Holds Modify and Remove Item Holds Place Blanket Hold Ontario Library Service - North 2009

30. Place Holds The Place Hold wizard is used to place holds on library materials. Ontario Library Service - North 2009

31. Display/Modify/Remove User Holds Used to display, modify, and/or remove all holds placed by a specific user. Ontario Library Service - North 2009

32. Display Title Holds Lists and summarizes all Title level holds placed on a title. Provides various hold counts and item counts to help you determine how many Title level holds of various ranges are on a title, as well as how many items attached to a title can be used to fill holds. Ontario Library Service - North 2009

33. Display Item Holds The Display Item Holds wizard is used to display a list of all holds placed on a specific item. Ontario Library Service - North 2009

34. Modify and Remove Item Holds The Modify Item Holds wizard is used to modify one or more holds on an item. The Remove Item Hold wizard is used to remove a hold placed on a specific item. Ontario Library Service - North 2009

35. Place Blanket Holds A blanket hold is a single hold placed on multiple titles or items, and requires a specified number of items be available before the hold is considered filled Allows you to select up to 50 items and/or titles for a blanket hold. Ontario Library Service - North 2009

36. Special Wizards User Claims Returned User Lost Card Modify Due Dates Mark Items Used Inventory Item Ontario Library Service - North 2009

37. User Claims Returned User receives an overdue notice, but claims to have returned the materials earlier. Ontario Library Service - North 2009

38. User Lost Card The User Lost Card wizard is used to replace a user’s lost library card. Ontario Library Service - North 2009

39. Modify Due Dates The Modify Due Dates wizard is used to modify an item’s due date. Library can choose to extend an item’s due date temporarily if the user is unable to return the materials by the original due date. Ontario Library Service - North 2009

40. Mark Items Used Used to mark an item as Used. Items retrieved from various areas of the library, such as the Reference section, can be marked as used for statistical purposes. Items are not actually charged. Ontario Library Service - North 2009

41. Inventory Item Used to create a physical inventory list of items by entering item IDs. Updates the Times Inventoried counter and the Date Inventoried field in the item record. Ontario Library Service - North 2009

42. In-Transit Wizards Pending Transits Receive Transits Ontario Library Service - North 2009

43. Pending Transits Allows you to view items about to be placed In-Transit. Ontario Library Service - North 2009

44. Receive Transits The Receive Items in Transit wizard is used to take items in transit to your library out of transit. Ontario Library Service - North 2009

45. Questions? Ontario Library Service - North 2009