The document provides instructions for using the Voyager system to check items in and out at the Carnegie Circulation Desk. It describes how to log in to Voyager, charge and discharge items with or without RFID tags, renew items, change item barcodes, view fines and holds, add notes, and print receipts. Buttons and windows for different Voyager functions like item maintenance and patron information are also outlined.

1. Voyager Training

2. Logging In
1.) Click on the CIRC button on the bottom of the screen.
2.) A login box will pop up. Enter
the username and password and
hit OK.
You should now successfully be logged in.
3.) A location box will appear. Click
on Carnegie Circulation Desk and
then click OK.

3. Charging an Item
1.) Click on “Charge” on the top left hand
side of the screen.
2.) A charge window will appear with the cursor already in the patron barcode box. Swipe
(or scan if an alumni or guest borrower) the patron’s ID card. Once scanned, the patron’s
information will pop up in the charge window.
3.) Click the cursor in the item barcode box of
the charge window. Place the item(s) on the
RFID pad. The RFID pad will read and charge
any items that contain an RFID tag. If an item
does not have an RFID tag, you must manually
charge the item by scanning the item’s barcode
in the item barcode box.

4. Discharging an Item
1.) Click on the discharge icon on the top
left hand side of the screen.
2.) A discharge window will appear with
the cursor already in the item barcode
box. You do not need to scan a patron’s ID
card to discharge an item.
Place the item(s) on the RFID pad. The
RFID pad will read and discharge any
items that contain an RFID tag. If an item
does not have an RFID tag, you must
manually discharge the item by scanning
the item’s barcode in the item barcode
box of the discharge window.
Important: Watch the screen to
make sure all items have been
properly discharged.

5. RFID
Radio-Frequency Identification (RFID) is the use of radio waves to read and
capture information stored on a tag attached to an object. RFID tags are
typically attached to the inside of the back cover of a book.
Aside from security reasons, RFID allows a more efficient tracking of
materials throughout the library, including easier and quicker charging and
discharging of material.
The RFID pad has the ability to charge and discharge multiple tagged items
at once. You may stack multiple tagged items on the RFID to be charged or
discharged, however, it is recommended to not to have a stack of more
than five tagged items to ensure that every item is charged/discharged
appropriately.

6. RFID
To discharge items, click on the discharge button on the top left side of the Voyager window.
Once the discharge window is open, make sure the cursor is clicked in the item barcode box
of the discharge window. Place the tagged items on the RFID pad and the item(s) will be
discharged from the patron.
If the patron exits the building and the alarm triggers, have the patron return to the
circulation desk. Click on the charge button on the top left side of the Voyager window. Once
the charge window is open, swipe/scan the patron’s ID. Click on the charged items index
button in the charge window to confirm if the item is check out to the patron. If the item is
not checked out, close the charge items index. Click in the barcode box in the item section of
the charge window. Place the tagged item on the RFID pad and once the item is read, it
should now be charged to the patron with the security disabled.
If the charged items index shows that the book is charged to the patron, click
on the Biblotheca window and then click on its drop down menu. Select
security off (only) in the drop down menu. Place the tagged item on the RFID
pad to remove its security.
If the item does not have a RFID tag, you do not need to turn the security off
as any items without tags will not trigger the alarm.
Bibliotheca
icon
Charged
items index

7. RFID - Charging
*Video Alert* Place your cursor over the screen capture below and click the play button on the
bottom left hand side of the screen capture to view the screen recording.

8. RFID - Discharging
*Video Alert* Place your cursor over the screen capture below and click the play button on the
bottom left hand side of the screen capture to view the screen recording.

9. RFID – Turning the security off
*Video Alert* Place your cursor over the screen capture below and click the play
button on the bottom left hand side of the screen capture to view the screen
recording.

10. Items on Hold
1.) If a patron looks up an item in the catalogue that is
currently checked out, they have the option of placing a
hold/recall on that item via the holdings information section in
the catalogue. The patron who has the item checked out will
receive an e-mail which indicates that a recall has been placed
on the item and that they have ten days to return the item.
2.) Once the patron has returned the item and the
item has been discharged, an item blocks and
information pop-up will appear and indicate that the
item has an outstanding hold/recall. Click OK. A
circulation alert window will pop-up stating who the
item is on hold for. Click OK. A receipt will then print
that reads “Item on Hold” with the requesting patron’s
name below it. Place the receipt in the center of the
book to ensure that it does not fall out and place the
recalled item on the hold shelf in alphabetical order by
the requesting patron’s last name in the circulation
office/room 103. The requesting patron should then
receive an e-mail that their item is available to be
picked up.

11. Items on Hold
*Video Alert* Place your cursor over the screen capture below and click the play
button on the bottom left hand side of the screen capture to view the screen
recording.

12. Renewing an Item
1.) Scan or swipe the patron’s ID card in the barcode box of
the patron section of the charge window. If a patron calls
via phone to renew an item, click on the patron search
button next to the patron barcode box and search by
name or Institution ID (SUID #s). Once you have the
patron’s information loaded in the charge window, click on
the patron maintenance button towards the top left hand
side of the Voyager window. Ask to confirm the date of
birth or address by clicking on the details or
address/phone tab in the center of the patron
maintenance window.
2.) Once the patron’s information is loaded in the
charge window, click on the charged items button.
3.) The charged items index will now be open. Select the item
or items (to select more than one item, hold down the control
key and left click each additional title you would like to renew).
Once you have all the appropriate titles highlighted, click the
renew button on the bottom right hand side of the charged
items index and all items should be renewed to the next
applicable due date.
*If you get an override pop-up for any item, ask a staff
member or supervisor for assistance.
patron
maintenance
button

13. Renewing an Item
*Video Alert* Place your cursor over the screen capture below and click the play button
on the bottom left hand side of the screen capture to view the screen recording.

14. Changing an Item’s Barcode
1.) All books should have a barcode facing horizontally on
the top left hand side of the cover. If it does not, place a
new barcode on the top left hand side of the cover.
2.) Click on the item maintenance button on the top left
hand side of the voyager screen.
3. A search by item barcode window will appear
with the cursor flashing in the item barcode box.
Scan the old barcode which should be located on
the inside of the book, typically on the inside cover
or the first several pages. Once the old barcode is
scanned, an item record window will appear.

15. Changing an Item’s Barcode
4.) Once the item record window is open, click on the item tab on the top
left hand side of the Voyager screen. A drop down menu will appear. Click
on the section that says barcodes.
5.) An item barcodes window will appear. The old barcode
will appear in the active barcode box. Click on the add
button on the bottom of the item barcodes box. An add
new item barcode window will pop up with the cursor
already flashing in the new barcode box. Scan the newly
added barcode.
6.) Once the new barcode is scanned, the item
barcodes window will reappear with the old
barcode highlighted in the inactive barcodes box.
Click on the delete button to delete old barcode.
Click on the close button to close the item
barcodes window. The item will now be synced up
with the new barcode.

16. Changing an Item’s Barcode
*Video Alert* Place your cursor over the screen capture below and click the play
button on the bottom left hand side of the screen capture to view the screen
recording.

17. Other Useful Voyager Functions
Proxy Patrons
Button
Fines/Fees
Button
If a patron comes in to pick up books on
another patron’s behalf, click on the proxy
patrons button to confirm that the present
patron is listed as a proxy. If not, the patron
whose items they are will have to come into the
library and fill out a proxy patron form.
If a patron comes to the desk to pay a fine, swipe/scan
their ID, click on the fines/fees button and you can view a
list of outstanding fines/fees. You are also able to view
their fines/fees history by clicking that tab in the patron
fines/fees window. Patrons may pay with
cash/check/credit at the business services office in the
basement of Bird Library from 8:30 AM – 5:00 PM
Monday through Friday. Patrons may pay their fines with
a credit card whenever the library is open at the first
floor circulation desk. Always ask a supervisor or staff
member in your department to pay a fine if electing to
pay via credit card at the circulation desk.

18. Other Useful Voyager Functions
Once you have finished charging all applicable items to the patron, you pay
click on the receipt button in the charge window to print a receipt. It is always
helpful to ask if they would like a receipt at the end of the transaction.
Receipt Button
Notes Button
Hold/Recall Information
Button
Click on the notes button in the charge window to add
any notes to a patron’s account. Examples of reasons to
add notes include having a patron sign a technology or
team room loan agreement or if a patron has accrued a
legitimate fine.
Click on the hold/recall information button
to view any pending requests/recalls or any
items that are available for pickup. If a
patron come to the desk and relays that
they have an item for pickup, if after
checking the hold shelf and the item isn’t
there, refer to the items available for
pickup section and verify the pickup
location.