Circulation
Circulation - Assumed Lost Guidelines: Hotspots
About We have an option to move hotspots through the LOST process in fewer days than other materials. For information on lost items, please refer to the Circulation - Lost Items Overview article. For more information on the Assumed Lost or Process ...
Circulation - Marking Items "Claims Returned"
About This article covers how to handle items that a user claims to have returned, but that are still listed on their account. Marking Items "Claims Returned" You can mark items as “claims returned” in WorkFlows in two (2) ways: Using the User Claims ...
SMS Notification - Signing Users Up in WorkFlows
About This article covers how to sign users up for SMS (text) notifications in WorkFlows. For instructions on how users can sign up in the online catalog, Enterprise, see Enterprise - Signing Up for SMS (Text) Notifications. What is SMS? SMS stands ...
Circulation - Removing Holds
About This article covers how to remove holds in WorkFlows. Removing Holds You can remove holds in WorkFlows in two (2) ways: Using the Remove User Holds wizard Using the Remove Item Hold wizard Use whichever wizard makes the most sense for you at ...
Circulation - HTML Email Notices
About This article contains information for you to consult as you request email notices formatted in HTML for your patrons. To print notices or list phone numbers for patrons who do not have an email address in their user account, you will need to ...
Circulation - Removing Inactive Patron IDs
About This article covers setting up and using the Card # Manager wizard in WorkFlows to remove inactive patron ids. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard that you want to adjust if it's ...
Circulation - Viewing Note Pop-Ups in CheckOut and Display User
About This article covers configuring properties so that staff see Extended Info Note pop-ups when checking out to a user and/or viewing their account. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard ...
Circulation - Cleaning the Holds Shelf
About This article covers how to handle cancelled, expired, and suspended holds using the Manage Hold Shelf wizard. This wizard replaces the clean hold shelf report used by libraries in earlier versions of WorkFlows. For more information on placing, ...
Circulation - Choosing Circulation Rules
About This article covers the variety of circulation rules MSC libraries have to choose from. What Makes Up a Circulation Rule? A circulation rule is comprised of multiple parts: fining protocol, checkout length, number of renewals allowed, and the ...
Circulation - User Policy Lists
About This article lists all the Symphony policies that are currently available for members' use in drop-down menus within the WorkFlows Circulation Module for Users. The article also defines the purpose of each policy type. User Profile User Profile ...
Circulation - Marking Items Lost
About This article covers how to mark items lost using the Mark Item Lost wizard. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard that you want to adjust if it's already open. 2. Right-click on the ...
Circulation - Marking Items Missing
About This article covers how to mark items missing using the Mark Item Missing wizard. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard that you want to adjust if it's already open. 2. Right-click on ...
Circulation - Modifying Holds
About This article covers modifying existing holds. To learn how your patrons can place holds using your online catalog, Enterprise, see Enterprise - Common Tasks. Properties Basics Properties are workstation specific. To adjust properties: 1. Close ...
Circulation - Filling Holds
About This article covers filling hold requests in WorkFlows using the Onshelf Items wizard and Checkin wizard. For more information on filling holds using the MobileStaff app, refer to MobileStaff - Managing Holds and the Holds Shelf. Properties ...
Circulation - Placing Holds
About This article covers how staff can place holds in WorkFlows. To learn how your patrons can place holds using your online catalog, Enterprise, see Enterprise - Common Tasks. Properties Basics Properties are workstation specific. To adjust ...
Circulation - Adjusting Due Dates
About This article and video tutorial cover adjusting due dates using the Special Due Date helper and the Modify Due Dates wizard. Both the helper and wizard are useful when handling items like ILLs or situations like unplanned closed days. The ...
Circulation - Renewing Checkouts
About This article covers setting up and using the Renew User and Renew Item wizards to renew checkouts. To learn about renewing a user's account privilege, see Circulation - Renewing Patron Privilege. Properties Basics Properties are workstation ...
Circulation - Book Drop Check-In
About This article and video tutorial (below) cover using the Checkin Bookdrop wizard in WorkFlows. This wizard is most helpful for libraries that fine. Properties The Checkin Bookdrop wizard has many of the same properties settings as the CheckOut ...
Circulation - Renewing Patron Privilege
About This article covers setting up and using the Renew Privilege wizard in WorkFlows. Staff should use this wizard when issuing a card to someone who registered online; when a user's account privilege is about to expire; and when a user's account ...
Circulation - Sharing Group Rules
About This article lists the approved circulation rules for sharing groups in the Montana Shared Catalog. Items Circulating Throughout Sharing Group All circulation rules in this section (exempting non-circulating) are 2 renewals and fining / ...
Circulation - Lost Items Overview
About This article covers the life cycle of a lost item and explains what happens in the system when an item is lost, returned, paid for, or neither returned nor paid for. Best practices for handling lost items are covered in separate articles. This ...
Circulation - Checking In
About This article and video tutorial (below) cover setting up and using the Checkin wizard in WorkFlows. In the F1 WorkFlows Help, SirsiDynix refers to this wizard as Discharge/Checkin. The MSC has chosen to use Checkin as the default name for this ...
Circulation - Checking Out
About This article and video tutorial (below) cover setting up and using the CheckOut wizard in WorkFlows. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard that you want to adjust if it's already open. ...
Circulation - Registering Users
About This article covers how to register users, whether they've applied for a card via the online catalog (Enterprise) or in person. Consistent, accurate data entry promotes a clean catalog and makes for easier batch changes when necessary. Just ...
Circulation - Assumed Lost / Process Long Overdue Guidelines
About The Assumed Lost (AL) and Process Long Overdue (PLO) reports are two system hygiene reports that work together to removed lost items from the ILS. This process is necessary to ensure that members are not retaining bibliographic records for ...
Circulation - Email Delivery Error
About This article covers email delivery error guidelines for the MSC. Email Delivery Error Guidelines The MSC sends many email notices on behalf of the member libraries. If the emails are undeliverable for any reason, an admin report that runs daily ...
Circulation - Charge History
About This article and video tutorial (below) cover configuring the Charge History feature in WorkFlows. Patrons who opt into turning Charge History on for their accounts allow the Symphony software to track their historical checkouts. Before Using ...
Circulation - Searching Guide
Searching WorkFlows When you search in WorkFlows, you're sifting through data in a variety of indexes. The quality of this data impacts how findable records are. The three most basic indexes are title, author and subject, though WorkFlows has many ...