circulation
Table of Contents
Circulation
Basic Circulation Functions
- Checkout – How to perform a basic checkout
- Checkin — How to perform a basic checkin
- Circulation – How to extend the loan period for a patron
- Autorenewal – Autorenewal streamlines services for patrons, automatically renewing items that are eligible for renewal
Patron Records
- Patron Names – Patron primary names, preferred names and name keywords
- Patron Search – How to search for patron records
- Patron Registration – Adding a new patron to the system
- Editing Patron Records – Update patron information
- Replacing a Patron Barcode — How to handle replacement barcodes
- Patron Passwords — Adding, testing and replacing passwords in the patron record
- Merging Patron Records — How to merge duplicate patron records
Holds
- Placing a Single Hold in the Web Client — Placing a single hold for a patron
- Placing Batch Holds in the Web Client — How to use a basket to place holds on multiple titles for a patron
- Holds Pull List — How to view and print the list of items to retrieve to fill holds
- Capturing Holds — Capturing items needed to fill holds in either a standard checkin or the Capture Holds screen
Hold Groups
- Unordered List Item
Offline Circulation
- Offline Circulation — How to check out items when the Evergreen system is down or you’ve lost connection, and to upload and process the transactions when the problem is resolved
Other Functions
circulation.txt · Last modified: 2024/07/26 09:32 by wikiadmin