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Advanced Circulation

HorizonMaryann Kempthorne

November 26, 2010

Borrower records

Student

Staff

ILL

Parents

TOCs, Practicum students etcetera

Borrower info

Numbers : student, employee and other (e.g. MD2631853)

BTYPE kg, el, se, te

Stat Class ps, is, ss, etc.

ILL cardsName/ Borrowing school name - two letter code for

lenderStudent no/ Two letter code for lender + Borrowers phone numberLocation/ Lender location codeBarcode/ scan in 23389...Hm. or Div./ [blank]Grade/ [blank] BType/ ill OTHER SCHOOLSStatclass/ s VSB SCHOOL Example:Name/ Tyee - GL Student # / GL7134723Location / GLBarcode / 23389...Btype/ ill OTHER SCHOOLSStat Class/ s VSB SCHOOL

Parent Cards

Parents and Volunteers are a special kind of External Borrower.. Name/ Person's full name Lastname, First NameStudent no/ Two letter code for lender + Borrowers

phone numberLocation/ Lender location codeBarcode/ scan in 23389...Hm. or Div./ [blank]Grade/ [blank] BType/ ex ExternalStatclass/ v Volunteer/Parent

FAQs

Q: I want to delete the borrower I have in the CKO window and it’s greyed out in the Borrower menu?

A: You must choose edit borrower prior to delete borrower. Horizon is saying: “Please take a close look at the info you are deleting before you toast that borrower record!”

Phases of Borrowing

Seasons of Circ

FAQs

Q: I can't delete the book creating the block of this borrower on the move either, because it isn't mine. Now what?

 A: If a borrower comes to your school and owes an item to another school the 'rule' is don't lend to them until they resolve their previous item. In the case of a teacher that borrower should call the school showing the item owing. They should then return, pay or beg off for the item they owe and the TL with the block will resolve it. In the case of a student the TL at the new school should within reason try to get the stuff back. necessary email or phone the TL of the owed school and say something like the following: Student X owes you this item. You have to resolve the block. Are you interested in 'trying' to get it back or should we just let this one go?

FYI you can, if fact, waive a fine and delete a block exactly like you would with your own awol items. It just isn't entirely right to make these decisions for someone else’s collections, is it?

Reportsmith reports

Overdue lists

All items circ/overdue

Invoices

Missing in Action Reports

Working with Blocks

Timely management

Payments and Refunds

Fines and waiving

Process to deal with block

When does an item get deleted?

Overdues List

Quiz

It is March 10 how often should you have done overdue reports recently?

You are lending to a student who owe another school material what do you do?

You need an ILL card what do you put in the ‘student number’ box?

What is the student number of a parent borrower?

What is the btype code for a teacher?

What is the stat class of a Grade 5 student?

When does a lost item get deleted?