A map of my Circulation Manual. Basic Class Topics in black Advanced Class Topics in red Stephanie Zimmerman Training Coordinator Library System of Lancaster County http://lslctraining.blogspot.com
File Menu
Edit Menu
View Menu
Go Menu
Tools Menu
Admin Menu
Help Menu
Dialogs
Buttons, Choosing Buttons with the Mouse, Choosing Buttons with the Keyboard
Radio Buttons, Choosing Radio Buttons with the Mouse, Selecting Radio buttons with the Keyboard
Check Boxes, Choosing Check Boxes with the Mouse, Selecting Check Boxes with the Keyboard
Text Boxes, Selecting Text Boxes with the Mouse, Selecting Text Boxes with the Keyboard
Drop-down Lists, Selecting Drop-down Lists and List Items with the Mouse, Selecting Drop-down Lists and List Items with the Keyboard
Tables, Selecting Table Rows, Selecting Table Rows with the Mouse, Selecting Table Rows with the Keyboard, Sorting Table Data, Viewing Truncated Data, Copying Table Cells, Resizing Columns
Tabs, Selecting Tabs With the Mouse, Selecting Tabs With the Keyboard
Scanning a Patron Barcode
Searching for a Patron Record, Searching By Menu, Searching by Index Tag, Search Does Not Result in a Direct Hit
Using the Recent Patrons and Recent Check-Ins Submenus, Recent Patrons Submenu, Recent Check-Ins Submenu
Possible Messages Received when Retrieving a Patron Record
Editing Toolbar
Modifying a Fixed-Length Field, Method A:, Method B:
Modifying Dates Using the Keyboard
Modifying Dates Using the Select Date Dialog
Modifying a Variable-Length Field
Inserting a Variable-Length Field Using the Insert Icon
Inserting a Variable-Length Field Using the Keyboard
Deleting a Field
Saving Changes to a Patron Record after Editing is Complete, Method A:, Method B:
Adding Messages to Patron Records
Multiple Messages in a Patron Record
Deleting a Message
The PIN Field in a Patron Record, If a patron forgets their PIN, Steps to Delete a Patron’s PIN
The INTERNET and NET POLICY Fields in a Patron Record, How to Edit a Patron Record when they sign an Internet AUP, What do I do when someone violates the Internet AUP?
Brief Patron Record Display
Full Patron Record Display
Option 1
Option 2
Tab Descriptions
Red Font
How Patron Tabs Work
Taking a Patron’s Picture
Removing a Patron’s Picture
Heading Indexes
Word Indexes
Number Indexes
Searching By Title
Searching by Author
Searching by Subject
Searching by Call Number
Searching by ISBN / ISSN
Other Searches
Expanding Entries in a Browse Display
Retrieving a Record from a Browse Display
A “No-Hit” Browse Display
Performing Another Search/Returning to Browse
Editing Your Limit Criteria
Discarding Limit Criteria, Clear All Criteria, Delete Individual Criteria, Disregard Criteria
Searching a Range of Record Numbers
Searching for Records Within an Existing Review File
Searching a Subset of an Index of Records
Advanced Searching by Keyword
Brief Bibliographic Record
Bibliographic Information Tabs, Summary Tab, Record Tab, Item-Level Holds Tab, Bookings Tab, Bib-Level Holds Tab
When Item Records May Need to be Changed
Patron Blocks, Messages and Warnings, Borrower’s registration has expired, Borrower has exceeded highest level overdue, Borrower owes too much money
The Item Has Messages
The Item is Non-Circulating
Item is for Library Use Only
Another Patron is at the Top of the Hold Queue for the Item, Item on holdshelf for another patron
Item Already Checked Out
Item Has Been Claimed Returned
Item has Invalid Location: None
The Patron Has Too Many Items Checked Out
Checking Out a Billed Item
Record In Use by the System
Working with the Checked-Out Items Table, Adjusting Column Widths, Moving a Column, Sorting Columns, Table Tooltips
Overdues and Charges
Copy Function
Viewing Item Records
Print Table
Additional Areas of the Checked-Out Items Tab
Renew Items by Scanning Them from the Patron Record
Renew Items Using the Renew Button
Renew Items Using the Change Due Date Button
Display Holds Ready For Pickup Only
Table of Paid Fines
Checking In an Item that has Messages
Checking In an Item that Belongs at Another Location
Checking in an item, owned by any library, that has a hold for a patron that wants to pick up the item at your library
Checking in an item, owned by your library, that has a hold for a patron that wants to pick up the item at another library
Checking in an item, not owned by your library, that has a hold for a patron that wants to pick up the item at another library
Check In of Long Overdue Billed Item; Patron has not Paid the Bill
Check In of a Lost Billed Item; Patron has not Paid the Bill
Check In of Long Overdue Billed Item; Patron has Paid the Bill
Check In of Lost Billed Item; Patron has Paid the Bill