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Circulation

Learn about daily circulation duties and functions, including patron management, checkin and checkout functions, holds, mobile and offline circulation, and the Outreach module.

Documentation

  • Library Cards
    • Lost Cards
    • User ID Manager
    • Non-Resident Cards
    • Removing a Patron
  • Special Library Cards
    • Book Discussion Best Practices
    • Non-SWAN Reciprocal Borrowing (RB) Patrons
    • Outreach
    • School Partnerships
    • Online Patron Registration
    • Student Online Protection Act-Student Cards
    • Teacher Cards
  • Checkins and Checkouts
    • Offline Circulation
    • Checking Out without a library card present
    • Item Renewals
  • Patron Notices
    • Login and Logout of MessageBee Portal
    • Modifying Templates in MessageBee
    • Processing Notice Errors in MessageBee
    • Running Reports in MessageBee
    • 2-Way SMS Communication
  • Holds
    • On-Shelf Items with Holds (Pick List, Pull List)
    • Manage Hold Shelf Wizard
    • On-Order Holds Extension
    • Hold Pickup Locations
    • Curbside
    • Pseudo Libraries (Drive-up and Lockers)
  • Item Management and Fees
    • Damaged & Unusable Items
    • Claims Returned
    • Cashless Transaction Management - Billing for Services/For-Sale
    • Materials Recovery Service
  • Patron Record Maintenance
  • Days Closed
  • BLUEcloud Circulation
    • Holds Pull List (BLUEcloud)
    • Registering a Patron (BLUEcloud)
    • Holds Shelf (BLUEcloud)
    • Checkins & Checkouts (BLUEcloud)
    • BLUEcloud Central Accounts
    • Renew (BLUEcloud)
    • Holds (BLUEcloud)
    • Bills (BLUEcloud)
    • Navigation (BLUEcloud)
  • Circulation Statistics

Training

  • Circulation Basics
    Webinar 38 minutes
  • Learn: Circulation Basics
    Self-Paced Interactive Training 60 minutes
  • Webinar 41 minutes
  • Generic Users: When and How to Use
    Webinar 40 minutes
  • Getting Ready for Patron Record Purge (December 2019)
    Member Update 35 minutes
  • Helpful Reports for Managing Circulation
    Webinar 55 minutes
  • Issuing Non-Resident Cards: Yours, Mine, Ours
    Webinar 65 minutes
  • Learn: Bills in Patron Record
    Self-Paced Interactive Training 60 minutes
  • Learn: Demand Management
    Self-Paced Interactive Training 60 minutes
  • Learn: Holds Daily Processing
    Self-Paced Interactive Training 60 minutes
  • Learn: Lost Cards
    Self-Paced Interactive Training 45 minutes
  • Learn: Patron Account Blocks & Notes
    Self-Paced Interactive Training 45 minutes
  • Learn: Patron Management
    Self-Paced Interactive Training 80 minutes
  • Learn: Placing, Canceling, & Modifying Holds
    Self-Paced Interactive Training 25 minutes
  • Learn: Resource Sharing in SWAN
    Self-Paced Interactive Training 60 minutes
  • Let's Talk Billing: avoiding common billing mistakes
    Webinar 45 minutes
  • Let's Talk Holds Management
    Webinar 90 minutes
  • Webinar 125 minutes
  • Webinar 60 minutes
  • Patron Management
    Webinar 63 minutes
  • Serving Homebound Patrons Using WorkFlows Outreach
    Webinar 50 minutes
  • SWAN Notice Dialer (June 2021)
    Member Update 50 minutes
  • Using WorkFlows in Offline Mode
    Webinar 23 minutes