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

Automated Notifications

Legal Resources

Library IDs/Codes

Record and Data Retention