Introduction

• About This Manual
• Confidentiality

Workstations

• Registering a New Workstation
• Default Search Library
• Function Bar / Columns
• Printers
• Hatch
• Print Template Overview
• Print Template Fields
• Barcode Scanners
• Browser Tools
• Shortcut Keys
• Change Operator
• Troubleshooting

Patron Account Information

• General Policies
• Library Cards
• Sample Registration Form
• Acceptable Forms of ID
• Creating New Accounts
• Patron Registration Form Field Descriptions
• Patron Permission Groups
• Voter Registration
• Updating Accounts
• Deceased Patrons
• Inactive Patrons
• Blocked and Barred Patrons
• Patrons with Multiple Accounts
• Lost Cards
• Staff Accounts
• Alerts, Notes, and Messages
• Grouping Patrons
• User Buckets
• Searching for Patron Accounts
• "My Account"

Searching the Catalog

Circulating Items

• Checking Out Items
• Renewing Items
• Checking In Items
• Item Statuses and Actions
• Items in Transit
• Circulation Matrix (Fine Amounts, Renewal Times, Etc.)
• Circulation Modifiers (Item Types)
• Collection Maintenance Reports
• Offline Circulation

Holds

• A-V Materials
• Age Protection
• Library Routing, Courier, and Contact Info
• Holds White Paper

Fines, Fees, and Bills

• Bankruptcies
• Collections Agencies
• Credit Card Payments
• Deposit-Handling Suggestions
• Max Fines vs. Max Bills
• Forgive vs. Void
• Negative Balances / Refunds
• Processing Fees
• Payment Retention and Reimbursal
• Unrecovered Debt

Booking Module

Other Information

• Freedom of Information Act Requests
• Notifications
• Legal Resources
• Library IDs/Codes
• Record and Data Retention