Enterprise - Common Tasks

Enterprise - Common Tasks

About

This article covers common tasks in Enterprise, the online public access catalog (OPAC) used by patrons, specifically viewing/renewing checkouts, handling holds, creating and managing lists, and more.

Viewing/Renewing Checkouts

To view and/or renew your current checkouts from your library’s online catalog:
  1. Click Log In at the top of the screen.
  2. You will be prompted to log in if you haven’t already. Enter your card number and password/PIN to log in.
  3. Click the Checkouts tab. From here you can see a list of your current checkouts and their due dates.
  4. To renew your checkout(s), select the checkbox(es) to the left of the item(s) you want to renew.
  5. Click Renew. You will see a confirmation pop-up letting you know if you were successful.
Orange outline and blue rectangles on a grey and white backgroundCheckouts tab in My Account with an item selected for renewal.

Viewing Checkout History

If you would like to keep a record of your checkout history to refer to later, you can either speak to a library staff member or opt in from your library’s online catalog.
 
To opt-in online:
  1. Click Log In at the top of the screen.
  2. You will be prompted to log in if you haven’t already. Enter your card number and password/PIN to log in.
  3. Click the Personal Information tab.
  4. Click the Preferences heading.
  5. Make sure both of the following boxes are checked:
    1. Record my checkout history – this tells the system to record your checkout history going forward.
    2. Show my checkout history – this allows you to view your checkout history from your online account.
  6. Click Update.
  7. To view your checkout history once you’ve opted in, click the Checkouts tab, then the Checkout History section.
Orange outline and blue shapes and texts on a grey and white backgroundCheckout history settings on the Personal Information tab of My Account.
If you opt-out of keeping your checkout history, that information will be deleted from the system. If you opt-in again after opting out, your checkout history will start fresh from the day you opt back in.

Placing Holds

To place a hold on an item from your library’s online catalog:
  1. Click Place Hold, either from the search results screen or from the detailed display page that appears when you click on the cover image or title of the item you want.
  2. You will be prompted to log in if you haven’t already. Enter your card number and password/PIN to log in.
  3. Select your pickup location from the drop-down menu.
  4. Click Place Hold(s). You will see a confirmation pop-up letting you know if you were successful.
Orange outline and blue shapes and text on a white backgroundPlace Hold button on the search results screen.
Orange outline and blue rectangles and text on a white backgroundPlace Hold button on the detail display screen.

Blue rectangle and black text on a grey and white backgroundPickup Library drop-down screen.

Modifying Holds

To modify a hold, e.g., to cancel it, edit your pickup location, and/or suspend/unsuspend the request:
  1. Click Log In at the top of the screen.
  2. You will be prompted to log in if you haven’t already. Enter your card number and password/PIN to log in.
  3. Click the Holds tab.
  4. Select the checkbox(es) to the left of the hold(s) you want to modify.
  5. Click the button of the action you want to perform:
    1. Cancel Hold(s) – you will be prompted to confirm if you want to cancel the hold.
    2. Edit Pickup Location(s) – you will be prompted to choose your preferred pickup location from the drop-down menu, then click Change.
    3. Edit/Suspend Hold(s) – you will be prompted to select the date range you want your hold request to be suspended for and click Suspend. This is useful if you’re going to be out-of-town and don’t want the hold to be filled while you’re gone. You will not lose your place in the holds queue.
    4. Cancel Suspension(s) – you will be prompted to confirm if you want to cancel the suspension.
Orange outline, blue shapes, and text on a grey and white backgroundHolds tab in My Account displaying multiple ways to modify your holds.
Text and blue rectangles on a grey and white background
Edit/Suspend Holds pop-up where you can select your date range.

Orange outline with blue, green, and pink rectangles on a white backgroundWhat you will see after successfully suspending a hold.

Creating Lists 

If you want to save a list to refer to later, make sure to log into your online account – if you don’t log in, any lists you create will be temporary and only last until your session expires.

To create a list from your library’s online catalog:
  1. Click My Lists at the top of the screen.
  2. Click the Log In button. Enter your card number and password/PIN to log in.
  3. Click the Add List icon (notebook with a plus sign).
  4. Type the name of your list in the pop-up that appears and click Create.
  5. You can add an item(s) to a list either:
    1. From an item’s detail display, clicking the Select an Action drop-down, clicking Add to My Lists, then choosing which list you want and clicking Add.
    2. From a search results display, checking the box(es) of the item(s) you want, then clicking the Select an Action drop-down (at the top or bottom of the page), clicking Add to My Lists, then choosing which list you want and clicking Add.
  6. You will see a confirmation pop-up letting you know the item(s) were added successfully.
If you check the Select All Records checkbox at the very top or bottom of the page (to the left of the Select an Action drop-down), only the items on that page will be selected, as opposed to all the items in your search results.
Orange outline on a white, teal, and grey backgroundMake sure to log in to create and access your saved lists.
Orange outline and white box with red and blue buttons on a grey backgroundName your list however you want.

Orange outline and blue rectangle against a grey and white backgroundAdding an item to your list from the detail display screen.

Modifying Lists

You can modify lists by rearranging or deleting them; you can also copy items so they appear in multiple lists, delete items, and move items from one list to another. To modify a list from your library’s online catalog:
  1. Click My Lists at the top of the screen.
  2. Click the Log In button. Enter your card number and password/PIN to log in.

Rearranging Lists or Items in Lists

To rearrange the order your lists appear in (if you have multiple), either click the Arrange By drop-down to select a sorting option or hover over the stacked dots to the left of your list and click-and-drag it to where you want it.
Orange outline and text on grey and white background

The same can be done to reorder the items within a list – after clicking the list name to view it, either click the Arrange By drop-down in the list or click and drag.

Deleting Lists or Items in Lists

To delete a list(s), check the box(es) to the left of the list(s) you want to delete and click the Delete Lists icon (notebook with a minus sign). You will be prompted to confirm if you want to delete the list(s).
Orange outline and text on a grey and white background

To delete an item(s) from a list, click the list to open it. Check the box(es) to the left of the item(s) you want to delete, then click the Select an Action drop-down and choose Delete Selected. You will be prompted to confirm if you want to delete the item(s).

Copying/Moving Items to Another List

To copy/move an item(s) from one list to another:
  1. Click the list that contains the item(s) you want to copy/move.
  2. Check the box(es) to the left of the item(s) you want to copy/move.
  3. Click the Select an Action drop-down and choose Copy or Move.
  4. Select which list you want to copy/move to using the drop-down, then click Copy or Move.
Orange outline, blue rectangles, and text on a grey and white backgroundCopy and Move options in the Select an Action drop-down.

White rectangle with blue highlight and blue buttons against a grey backgroundPop-up prompting you to choose which list you want to copy/move items to.

Emailing and Printing Items in Lists

To email/print a list of items:
  1. Click the list that contains the item(s) you want to email/print.
  2. Check the box(es) to the left of the item(s) you want to email/print. To select all the items in a list, check the Select All Records box to the left of the Select an Action drop-down.
  3. Click the Select an Action drop-down and choose Email or Print.
    1. If you choose email, you will be prompted to enter the email address you want the list sent to.
    2. If you choose print, a print preview window will open in your browser.
Orange outline, blue rectangles, and text on a grey and white backgroundEmail and Print options in the Select an Action drop-down.
Black text and lines against a white backgroundExample of the print preview screen of a list.

Placing Holds on Items in Lists

To place a hold(s) on an item(s) in a list you can either:
  1. Click the Place Hold button to the right of the item you want in the list or check the box(es) to the left of the item(s) you want to place on hold. To select all the items in a list, check the Select All Records box to the left of the Select an Action drop-down.
  2. Click the Select an Action drop-down and choose Place Hold(s). You will be prompted to enter the email address you want the list sent to.
  3. Select your pickup location(s) from the drop-down menu(s).
  4. Click Place Hold(s). You will see a confirmation pop-up letting you know if you were successful.
White rectangle with black text and a blue button against a grey backgroundPickup Library pop-up that appears after placing holds on items in a list all at once.

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