S
Advanced Circulation
Horizon
Maryann Kempthorne
November 26, 2010
Borrower records
S Student
S Staff
S ILL
S Parents
S TOCs, Practicum students etcetera
Borrower info
S Numbers : student, employee and other (e.g.
MD2631853)
S BTYPE kg, el, se, te
S Stat Class ps, is, ss, etc.
ILL cards
Name/ Borrowing school name - two letter code for lender
Student no/ Two letter code for lender + Borrowers phon...
Parent Cards
Parents and Volunteers are a special kind of External Borrower..
Name/ Person's full name Lastname, First Nam...
FAQs
S Q: I want to delete the borrower I have in the CKO
window and it’s greyed out in the Borrower menu?
S A: You must c...
Phases of Borrowing
Seasons of Circ
June Inventory
May weeekly overdues
Jan-April monthly overdues
December mass CKIs
Commence Reportsmith Ove...
FAQs
Q: I can't delete the book creating the block of this borrower on the move
either, because it isn't mine. Now what?
A...
Reportsmith reports
S Overdue lists
S All items circ/overdue
S Invoices
S Missing in Action Reports
Working with Blocks
S Timely management
S Payments and Refunds
S Fines and waiving
S Process to deal with block
S When doe...
Overdues List
Quiz
S It is March 10 how often should you have done overdue reports recently?
S You are lending to a student who owe anot...
Advanced circhorizon
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Advanced circhorizon

  1. 1. S Advanced Circulation Horizon Maryann Kempthorne November 26, 2010
  2. 2. Borrower records S Student S Staff S ILL S Parents S TOCs, Practicum students etcetera
  3. 3. Borrower info S Numbers : student, employee and other (e.g. MD2631853) S BTYPE kg, el, se, te S Stat Class ps, is, ss, etc.
  4. 4. ILL cards Name/ Borrowing school name - two letter code for lender Student no/ Two letter code for lender + Borrowers phone number Location/ Lender location code Barcode/ scan in 23389... Hm. or Div./ [blank] Grade/ [blank] BType/ ill OTHER SCHOOLS Statclass/ s VSB SCHOOL Example: Name/ Tyee - GL Student # / GL7134723 Location / GL Barcode / 23389... Btype/ ill OTHER SCHOOLS Stat Class/ s VSB SCHOOL
  5. 5. Parent Cards Parents and Volunteers are a special kind of External Borrower.. Name/ Person's full name Lastname, First Name Student no/ Two letter code for lender + Borrowers phone number Location/ Lender location code Barcode/ scan in 23389... Hm. or Div./ [blank] Grade/ [blank] BType/ ex External Statclass/ v Volunteer/Parent
  6. 6. FAQs S Q: I want to delete the borrower I have in the CKO window and it’s greyed out in the Borrower menu? S A: You must choose edit borrower prior to delete borrower. Horizon is saying: “Please take a close look at the info you are deleting before you toast that borrower record!”
  7. 7. Phases of Borrowing
  8. 8. Seasons of Circ June Inventory May weeekly overdues Jan-April monthly overdues December mass CKIs Commence Reportsmith Overdues Checking out September Cards setups
  9. 9. FAQs Q: I can't delete the book creating the block of this borrower on the move either, because it isn't mine. Now what? A: If a borrower comes to your school and owes an item to another school the 'rule' is don't lend to them until they resolve their previous item. In the case of a teacher that borrower should call the school showing the item owing. They should then return, pay or beg off for the item they owe and the TL with the block will resolve it. In the case of a student the TL at the new school should within reason try to get the stuff back. necessary email or phone the TL of the owed school and say something like the following: Student X owes you this item. You have to resolve the block. Are you interested in 'trying' to get it back or should we just let this one go? FYI you can, if fact, waive a fine and delete a block exactly like you would with your own awol items. It just isn't entirely right to make these decisions for someone else’s collections, is it?
  10. 10. Reportsmith reports S Overdue lists S All items circ/overdue S Invoices S Missing in Action Reports
  11. 11. Working with Blocks S Timely management S Payments and Refunds S Fines and waiving S Process to deal with block S When does an item get deleted?
  12. 12. Overdues List
  13. 13. Quiz S It is March 10 how often should you have done overdue reports recently? S You are lending to a student who owe another school material what do you do? S You need an ILL card what do you put in the ‘student number’ box? S What is the student number of a parent borrower? S What is the btype code for a teacher? S What is the stat class of a Grade 5 student? S When does a lost item get deleted?

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