Agenda for Circulation Training at McGill
October 4-7, 1999
Susan Marshall & Tami Trotter
Day 1 – morning (3.5 hours, includes a break)
Overview – PowerPoint (Demo)
Desktop – getting around (Demo & Hands On)
Logging in and out
Application Toolbar
Buttons, menus & function keys & Handout Tip Sheet
Help Resources (Online and WEB Guide)
Circulation Functions (Demo & Hands On)
User (Borrower / Patron a.k.a. Library User)
User List window
Sort by… function / Starting point
Local Users check box
Keywords
Select button
New (Adding a User)
Duplicate
Delete
Cancel
Help
User Information window
Global Information
Local Information
Addresses
Cash Transactions (mentioned here, reviewed in detail later)
Loans
Hold Requests (mentioned here, reviewed in detail later, along with recalls)
Photocopy Requests & Advanced Booking (mentioned but not covered)
Day 1 – lunch (1 hours) about 12:30
Day 1 – afternoon (3 hours, includes a break)
Item Record in Circulation
Find Record
Barcode/Call No.
Item & Process status
Due dates
Loans/Returns/Renewals
Setup options & Loan parameters
Setup per PC client
Loan transaction checks
Loan window and transactions
Opening / closing /clearing
Positioning
User ID/Barcode
Borrower information
Item Barcode
Item information
Cancel Loan / Override & restriction message
Item button
User button
Owe / Pay & Cash buttons
Print Session button
Change Date button
Note button
Help button
Return window and transactions
Opening / closing /clearing
Positioning
Item Barcode
Return button
Borrower information
Item information
Item button
User button
Owe / Pay & Cash buttons
Help button
Day 2 – morning (3.5 hours, includes a break)
Review and Questions and answers
Renewing
By barcode
Loan Tab on User Information Window
Fast Circulation
Offline circulation
Additional functions
Change item information
Restore item information
Quick Catalog
Cash Management (Demo & Hands On)
Changing view
Pay Sum
Pay selected
New
Waive
Expand
Day 2 – lunch (1 hour) at about 12:30
Day 2 – afternoon (3 hours, includes break)
Review and Questions and answers
Recalls & Hold requests
Overview
Requesting policy
Open/closed shelf (tab15 flags)
Borrower privileges
Allow hold on available item
Chose pick-up sub-library (tab37)
Delivery type”/”Allow delivery (tab37)
Request limits
Satisfying requests (globally or locally)
Recall Functionality
Placing recall/hold requests – by staff in circulation
Regular/rush recalls
Displaying Hold Requests
From item
From user
Running the “Recall items on hold” service (p_cir_13)
Hands on training
Day 3 – morning (3 hours, includes break)
Review and Questions and answers
Recalls & Hold requests (continued)
Returning items with recalls/holds
Recalls fines
Loaning items with recalls
Canceling recalls
Hands on training
Management of the holds shelf
Removal of items from holds shelf :Print hold shelf report (p_cir_06)
Check for additional holds - return function
Day 3 – lunch (1 hour at about 12:30)
Day 3 – afternoon (3 hours, includes break)
Review and Questions and answers
Notices and Reports (Demo & Hands On)
Notices to patrons
Courtesy notices(CIRC Supervisor or System Librarian or scripted)
Overdue & lost billing notices (CIRC Supervisor or System Librarian or scripted)
Overdue & lost billing summaries (CIRC Supervisor or System Librarian or scripted)
Renew & Recall
Renew (CIRC Supervisor or System Librarian or scripted)
Recall (will be covered on Day 3) (CIRC Supervisor)
Request
Print call slips (for closed stack requests)
Reports
Print Borrower List (System Librarian)
Hold request report (for closed stack requests)
Available Hold request report (CIRC Supervisor or System Librarian or scripted)
Hold Shelf report (will be covered on Day 3) (System Librarian)
Report of Items in high demand (System Librarian for appropriate department)
Day 4 – morning (3.5 hours, includes a break)
Course Reading & Reserves (Demo & Hands On)
Overview
Course Reading Functionality
Course Reading Database and Set-up
Course Reading Workflows
Adding & Modifying Courses
Hands on training
Bibliographic Records -
Adding records from main database
Cataloging directly to course reserve database
Modify/Remove/Display Bibliographic records
Hands on training
Creating a list of records for course reserves in WWW OPAC
Hands on training
Transfer of items to reserves
Selecting items
Printing Pickup list
Transferring items
Removing items from reserves
Hands on training
Searching the Course Reading Database
Hands on training
Day 4 – lunch (1 hour – slightly earlier than previous days)
Day 4 – afternoon (3.5 hours, including 15 minute break)
Circulation Configuration & Introduction to tables
Circulation Training for McGill University October 4-7, 1999 Page 1