INFOhio
Handbook: Sirsi/MultiLIS Tip Sheets
Circulation Resource Kit
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Section Links
1 - Circulation Overview
2 - Patron Transactions
3 - Adding, Modifying, Deleting
Item Information
4 - Patron Records
5 - Patron Accounting
6 - Circulation Maintenance Transactions
7 - Circulation Statistics
10 - Flip charts
Appendix A - Glossary
Appendix B - MultiLIS Keyboards /
Manual
| 1 | Circulation Overview | |||
| 1.1 | Circulation Module Overview | MS Word | HTML | |
| 1.2 | Bridges to Circulation Functions | MS Word | HTML | |
| 2 | Patron Transactions | |||
| 2.1 | "Check Out Items" - Overview | MS Word | HTML | |
| 2.2 | Checking Out an Item - Regular Loan Period | MS Word | HTML | |
| 2.3 | Checking Out an Item - Special Loan Period | MS Word | HTML | |
| 2.4 | "Check In Items" - Overview | MS Word | HTML | |
| 2.5 | Checking in an Item | MS Word | HTML | |
| 2.6 | CFLY Records - Overview | MS Word | HTML | |
| 2.7 | CFLY Workform | MS Word | HTML | |
| 2.8 | Creating a CFLY Record | MS Word | HTML | |
| 2.9 | Renewal - Overview | MS Word | HTML | |
| 2.10 | Renewing a Loaned Item | MS Word | HTML | |
| 2.11 | "Holds" - Overview | MS Word | HTML | |
| 2.12 | Holds Function Keys | MS Word | HTML | |
| 2.13 | Placing a Hold on an Item | MS Word | HTML | |
| 3 | Adding, Modifying, Deleting Item Information | |||
| 3.1 | Item Records - Overview | MS Word | HTML | |
| 3.2 | Item Workform Fields | MS Word | HTML | |
| 3.3 | Adding Item Information to a Record | MS Word | HTML | |
| 3.4 | Modifying / Updating Item Information | MS Word | HTML | |
| 3.5 | Linking an Item from One Record to Another | MS Word | HTML | |
| 3.6 | Deleting Item Information | MS Word | HTML | |
| 3.7 | Replacing an Item Number in an Item Record | MS Word | HTML | |
| 4 | Patron Records | |||
| 4.1 | User Workform Fields | MS Word | HTML | |
| 4.2 | "Display User Records" - Overview | MS Word | HTML | |
| 4.3 | Displaying a User Record | MS Word | HTML | |
| 4.4 | "Modify User Records" - Overview | MS Word | HTML | |
| 4.5 | Modifying User Record Information | MS Word | HTML | |
| 4.6 | Creating a New User Record | MS Word | HTML | |
| 4.7 | Deleting a User Record | MS Word | HTML | |
| 5 | Patron Accounting | |||
| 5.1 | "Patron Accounting" - Overview | MS Word | HTML | |
| 5.2 | Paying a Fine / Fee for an Item | MS Word | HTML | |
| 5.3 | Paying All Fines / Fees | MS Word | HTML | |
| 5.4 | Making a Partial Payment | MS Word | HTML | |
| 5.5 | Granting a Pardon | MS Word | HTML | |
| 5.6 | Other Debit / Credit Transactions | MS Word | HTML | |
| 5.7 | Reviewing a Patron's Accountable Transactions | MS Word | HTML | |
| 6 | Circulation Maintenance Transactions | |||
| 6.1 | Changing the Transaction Reference Date | MS Word | HTML | |
| 6.2 | Handling an Item That Is Lost | MS Word | HTML | |
| 6.3 | Deleting a Lost Item from a Record | MS Word | HTML | |
| 6.4 | Handling an Item That Is Missing | MS Word | HTML | |
| 6.5 | Moving an Item to a Temporary Location | MS Word | HTML | |
| 6.6 | "Inter-Branch Transfer" - Overview | MS Word | HTML | |
| 6.7 | Transferring an Item from One Location to Another | MS Word | HTML | |
| 7 | Circulation Statistics | |||
| 7.1 | Displaying Information about an Item | MS Word | HTML | |
| 7.2 | Keeping Statistics on an Item Used in the Library | MS Word | HTML | |
| 10 | Quick Reference Flip Charts | |||
| 10.1 | Checking Out an Item - Regular Loan Period | MS Word | HTML | |
| 10.2 | Checking Out an Item - Special Loan Period | MS Word | HTML | |
| 10.3 | Checking In an Item | MS Word | HTML | |
| 10.4 | Creating a CFLY Record | MS Word | HTML | |
| 10.5 | Renewing a Loaned Item | MS Word | HTML | |
| 10.6 | Placing a Hold on an Item | MS Word | HTML | |
| 10.7 | Adding an Item to a Record | MS Word | HTML | |
| 10.8 | Modifying / Updating Item Information | MS Word | HTML | |
| 10.9 | Linking an Item from One Record to Another | MS Word | HTML | |
| 10.10 | Deleting an Item | MS Word | HTML | |
| 10.11 | Replacing an Item Number | MS Word | HTML | |
| 10.12 | Viewing a User's Record | MS Word | HTML | |
| 10.13 | Modifying a User's Record, When Authorized | MS Word | HTML | |
| 10.14 | Creating a New User's Record, When Authorized | MS Word | HTML | |
| 10.15 | Deleting a User's Record, When Authorized | MS Word | HTML | |
| 10.16 | Paying Specific Fines / Fees | MS Word | HTML | |
| 10.17 | Paying All Fines / Fees | MS Word | HTML | |
| 10.18 | Making a Partial Payment | MS Word | HTML | |
| 10.19 | Granting a Pardon | MS Word | HTML | |
| 10.20 | Other Debit / Credit Transactions | MS Word | HTML | |
| 10.21 | Reviewing a Patron's Accountable Transactions | MS Word | HTML | |
| 10.22 | Changing the Transaction Reference Date | MS Word | HTML | |
| 10.23 | Handling an Item That Is Lost | MS Word | HTML | |
| 10.24 | Deleting a Lost Item with Transaction | MS Word | HTML | |
| 10.25 | Handling an Item That Is Missing | MS Word | HTML | |
| 10.26 | Moving an Item to a Temporary Location | MS Word | HTML | |
| 10.27 | Displaying Information about an Item | MS Word | HTML | |
| 10.28 | Keeping Statistics on Items Used in the Library | MS Word | HTML | |
| A | Appendix A - Circulation Glossary | MS Word | HTML | |
| B | Appendix B - MultiLIS Keyboards / Manual | |||
| B.1 | MultiLIS Keyboard | MS Word | HTML | |
| B.2 | E-Term Keyboard | MS Word | HTML | |
| B.3 | Macintosh Keyboard Equivalents | MS Word | HTML | |
| B.4 | Sample MultiLIS Record | MS Word | HTML | |
| B.5 | MultiLIS Barcodes | MS Word | HTML | |
| B.6 | Item Status Displays | MS Word | HTML |