training material

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Introduction

Copy of 1. Intro, Homescreens, Modules, Widgets.mp4

Content:

Logging in
Setting your work location
Overview of Homescreen
Overview of Modules
Setting favorites
Widgets: adding / removing

Updates to video:
Student employees should log in using incognito mode.

Looking up patron records

Copy of 2a. Lookup patron record no title.mp4

Content:

Scan patron's card
Searching by name, email or other ___
Typing the patron's name into search bar

Updates to video:

Checking out (part 1)

Copy of 3a. Checking out material.mp4

Content:

Manage patron services
- 1. Remember: Location location location!
  2. Viewing patron records
Overview of loans and Network Activity tabs
- 1. Loans of this session vs all loans
  2. Network activity = AFN (Automated Fulfillment Network)
  3. Hold shelf notifications

Updates to video:
Clarification at 06:35 regarding the Network Actify tab: the task "Pickup From Shelf" means the book is waiting to be paged at the lending library. If AFN material is ready for the patron to pick-up at our Hold shelf, the Task will display as "On Hold Shelf."

Checking out (part 2)

Copy of 3b. Checking out material.mp4

WARNING: Abrupt digital noise at 7:57
Content:

Checking out material
- 1. My Institution vs other institutions & Loan display (see note below)
  2. Changing due dates
  3. Loan notes and Fulfillment notes
  4. Proxy check outs

Updates to video:
Staff no longer need to select the Item Owner when checking out materials from other UC campuses.

Checking in

Copy of 4. Checking in material.mp4

Updates to video:

Scan in Items is a better option for 2 reasons.
1. Return Items while good for patron returns does not appear to be great for checking in paging requests. We have noticed that printing hold and transit slips is inconsistent, so Scan in items is a better alternative.
2. Using Return Items on anything that is not checked out will be counted as an In-House Use, resulting in inaccurate statistics.
Staff no longer need to select the Item from another institution when checking out materials from other UC campuses.

Content:

Always confirm your location
Return items (best for patron returns)
- 1. Overview of check in data
  2. Sample pop up messages at check including materials from other locations, materials with fulfillment notes and materials with holds
Back dating returns
Scan in items (best for work orders)
In house use
Check in materials from patron's account
Checking in materials from other UCs (see note below)

Pick from shelf list

Copy of 5. Pick from shelf lists.mp4

Content:

Where to find Pick from Shelf
Using facets to limit by sublocations
Sorting list by sublocation or call number
Multiple requests for same title
Checking in found items using Return Items

Updates to video:
Always use Scan In Items when fulfilling holds.

Placing holds

Copy of 6. Placing and updating holds for patrons.mp4

Content:

Placing a request
View requests from the pick from shelf list
View and sorting items on the Active Hold Shelf
Cancel a hold
Update a hold's expiration date
Edit a hold request
See that all 3 changes can also be done from the request number in the item record

Updates to video:

Clear hold shelf

Copy of 7. Clear expired items from holdshelf.mp4

Content:

General hold shelf policy
Setting expired holds to next destination using Expired Hold Shelf
- 1. Reshelve
  2. Send to circulation desk
  3. Send to library
  4. Activate next
  5. Send to institution
Using Return items to check in expired holds

Updates to video:

Primo account

After logging in view your library account by clicking the drop down next to your name.
If you have requests or loans from other UCs, you will see multiple links on the left side of the screen.
Overview of your account for selected campus. Selecting a different campus will change the information.
On the loans tab you can see all items currently checked out along with their due dates. The red alarm clock indicates there are overdue items.
On the requests tab you can see all items currently being requested. The green bell indicates an item is available for pickup.
On the fines tab, click the expand arrow to view details of each fine.
On the personal details tab you can view the email you have on file. Yet to be determined, which patrons will be able to edit/update their emails, if any.