Circulation manager training
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
- Circulation map - set up a consultation with SWAN
- Hold map - set up a consultation with SWAN
- 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)