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SKILLS: Circulation Skills Checklist

July 2015

circulation technotes | general skills


Minimum Requirements

Know the General Skills and be signed up for the appropriate distribution list (http://will.state.wy.us/wyld/email/lists.cfm).

  1. Be familiar with Workflows Searching Tips (WYLD Technote)
  2. Check out, check in, and renew materials, including Special Due Date and Modify Due Date helpers, and Bookdrop and Ephemeral wizards.
  3. Recognize items that need special attention and forward materials accordingly (damaged, missing parts, routing in-transit items, holds, temporary titles, interlibrary loans, special collections).
  4. Be familiar with the WYLD Card Policy.
  5. Enter basic patron registration (understanding your library user types), issue new and replacement cards (User Lost Card wizard).
  6. Recognize and respond to alerts, notes, and message windows during circulation transactions (Renew Privilege and Add Temporary Title helpers).
  7. Override transactions.
  8. Handle basic fine and bill paying procedures (Pay Bill and Bill a User wizards, and the Pay Bill Now option)).
  9. Know how to access context sensitive online help in Symphony Workflows for instructions.
  10. Know when to contact the WYLD Office when other helps don't help.
  11. Add brief title (be familiar with follow-up procedures for your library).


Intermediate Requirements

  1. Maintain patron records in depth (all fields, appropriate use of note and comment fields, overlaying another library's patron record, directing overdue notices to alternate addresses, handling blocked records). The recommended procedure for overlaying a patron record can be found in Overlaying Patron Records Technote.
  2. Handle advanced fine and bill paying procedures (bill for lost item using the Mark Item Lost Wizard, removing fines from items to be discarded and Creating Account Credits).
  3. Maintain holds (using comment field, removing, modifying, trapping on-shelf item holds, recalls, copy-specific, priority).
  4. Maintain item information (mark claims returned, missing or lost, item used; change item barcode; check item status).
  5. Print on-demand from Workflows.
  6. Use the backup circulation system (Workflows Standalone). Instructions: http://library.wyo.gov/downloads/WYLD/technotes/Standalone.pdf
  7. Retrieve and print daily circ reports.


Expert Requirements

  1. Delete patron records.
  2. Track and clear fines to enable withdrawal of problem items.
  3. Use reports to track and resolve long overdue, claims returned, lost, missing items, and temporary titles.
  4. Inventory items, if applicable.
  5. Configure wizards as needed; know how to copy wizard settings from one computer to another.
  6. Know how to use the SirsiDynix customer resources via the SD Support Center. Contact the WYLD Office for access.
  7. Understand and manage reports using Reports Skills Checklist (http://library.wyo.gov/wyld/network/groups/training/reports).
  8. Understand and manage reports using Director's Station Skills Checklist (http://will.state.wy.us/wyld/network/committees/training/dstation.html).
  9. Understand your library/library system Circ Map (WYLD Technote)
  10. Know where to find more information about library policies - Online WYLD Library Policies lookup



All Checklists
acquisitions | cataloging | circulation | Director's Station | Enterprise Catalog | interlibrary loans | online resources (databases)
reports | reserves | searching Workflows | serials


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