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Staff Changes: Onboarding

  • Circulation Managers Checklist
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  • Staff Changes: Onboarding
  • Circulation Managers Checklist

Circulation Managers Checklist

Comprehensive list of training, documentation, and tasks for new Circulation Managers.

In this page:

Onboarding

  • L2 Account- Your library should create your L2 account
  • Login to SWAN support site (L2 Login)
  • Sign up for SWANcom and the SWAN Newsletter
  • Create a SWAN Online Learning Account
  • Request a login to the SWAN Community Forums
  • Request a Sirsi Dynix mentor login by sending a ticket to SWAN
  • Delivery Codes
  • SWAN Circulation Policy

BLUEcloud Analytics reports

  • Login and Navigation (documentation)
  • IPLAR (documentation)

Delivered & helpful reports 

  • Delivered reports for daily operations (documentation)

Fines and fees management

  • Timeline for items Long Overdue and Lost
  • Creating and paying bills (documentation)
    • Adjust/waive/void
    • Billing situations
      • collecting money for items not yet billed (documentation)
    • Effects of not being Fine Free

ILS Configuration

  • Item types (documentation) - set up a consultation with SWAN
  • User profiles, configuration & user categories (documentation)
  • Generic users (documentation)
  • Circulation rules, set up a consultation with SWAN
    • Online Course PS:304
  • Circulation map - set up a consultation with SWAN
    • Online Course PS:304
  • Hold map - set up a consultation with SWAN
    • Online Course PS:304
  • Fine Free configuration vs. fines (documentation) 

Quarterly Billing

  • How to read and reconcile Quarterly Billing (documentation)
  • Example bills (documentation)
  • How is billing determined (documentation)
  • Avoiding Common Missteps (training) 

Holds

  • How holds are filled (training)  Online Course PS:304
    • Copy Vs Title (training)
  • Clean Hold Shelf (training) Online Course PS:303
    • Missing from your hold shelf
  • On-shelf Items with Holds (documentation) Online Course PS: 303
    • Missing from your shelf
  • Placing holds in Aspen (documentation)
  • Canceling (documentation)
  • Modifying
  • Suspending
  • Book Discussion holds (documentation) 

Notices

  • When do patrons get notices (documentation)
  • Troubleshooting- "I am not receiving notices"
  • Processing email bounces (documentation)
  • Unique Recovery Material Service (documentation)

Patron and other Accounts 

  • Special Cards
    • Teacher cards (documentation)
    • Student cards (documentation)
    • Book Discussion (documentation)
  • Generic Users (documentation)
  • NCOA (documentation)

How to handle damaged items

  • Damaged vs. Unusable (documentation)

Offline Circulation

  • Offline Circulation (documentation) 

Library Closings 

  • Contact SWAN
  • Contact RAILS
  • Days Closed Calendar (documentation)
  • ❮ Staff Changes: Onboarding
  • Up
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Oak Brook, Illinois 60523
844-SWAN-LIB
https://www.swanlibraries.net

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