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A Quick Reference to Circulation Procedures Science Library – UAlbany Presented by the Circulation Staff

A Quick Reference to Circulation Procedures Science Library – UAlbany

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A Quick Reference to Circulation Procedures Science Library – UAlbany Presented by the Circulation Staff. Using “Aleph:” Basic Check-in :. Using “Aleph:” Basic Check-in : Click on the tab with the down arrow icon on it. Using “Aleph:” Basic Check-in : - PowerPoint PPT Presentation

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Page 1: A Quick Reference to Circulation Procedures Science Library – UAlbany

A Quick Reference to Circulation Procedures

Science Library – UAlbany

Presented by the Circulation Staff

Page 2: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-in:

Page 3: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

Page 4: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

2. Scan the barcode in the back cover of the book using laser scanner (note: no SUNY Card is needed).

Page 5: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

2. Scan the barcode in the back cover of the book using laser scanner (note: no SUNY Card is needed).

3. The receipt will print automatically (“route to” slip may print for certain items).

Page 6: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

2. Scan the barcode in the back cover of the book using laser scanner (note: no SUNY Card is needed).

3. The receipt will print automatically (“route to” slip may print for certain items).

4. Give the patron their receipt.

Page 7: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

2. Scan the barcode in the back cover of the book using laser scanner (note: no SUNY Card is needed).

3. The receipt will print automatically (“route to” slip may print for certain items).

4. Give the patron their receipt.

5. Place book/s on the truck behind the Circulation Desk.

Page 8: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-out:

Page 9: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

Page 10: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

2. Verify the patron in front of you matches the picture on their ID.

Page 11: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

2. Verify the patron in front of you matches the picture on their ID.

3. Swipe magnetic strip on card. If the patron record is not found then scan the barcode.

Page 12: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

2. Verify the patron in front of you matches the picture on their ID.

3. Swipe magnetic strip on card. If the patron record is not found then scan the barcode.

4. Scan barcode in “Item” field (receipt will print with due date). If checking multiple items, wait for receipt to print before scanning the next item barcode.

Page 13: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

2. Verify the patron in front of you matches the picture on their ID.

3. Swipe magnetic strip on card. If the patron record is not found then scan the barcode.

4. Scan barcode in “Item” field (receipt will print with due date). If checking multiple items, wait for receipt to print before scanning the next item barcode.

5. Put the receipt into the book with the top sticking out.

Page 14: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-out:

6. Pass spine of any books being checked out along the magnetic desensitizer brick.

Page 15: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Basic Check-out:

6. Pass spine of any books being checked out along the magnetic desensitizer brick.

7. Do not tell the patron when the item is due. Tell the patron the “Due Date is on the receipt.”

Page 16: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash Register:Making Change:

Page 17: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash Register:Making Change:

1. Enter cash register number.

Page 18: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash Register:Making Change:

1. Enter cash register number.

2. Press the “Cashier Number” key.

Page 19: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash Register:Making Change:

1. Enter cash register number

2. Press the “Cashier Number” key.

3. Press the “NS” (no sale) key and the drawer will open.

Page 20: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash Register:Making Change:

1. Enter cash register number

2. Press the “Cashier Number” key.

3. Press the “NS” (no sale) key and the drawer will open.

4. Make proper change and recount the money as you hand it to the patron.

Page 21: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Collecting fines (on the computer by the register):

Page 22: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

Page 23: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

2. Click on the tab with the face icon on it.

Page 24: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

2. Click on the tab with the face icon on it.

3. Under the heading Patron Activity, click on “Cash.”

Page 25: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

2. Click on the tab with the face icon on it.

3. Under the heading Patron Activity, click on “Cash.”

4. Choose the payment method by using the drop down menu. Double click on Cash, Check, or Charge.

Page 26: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

2. Click on the tab with the face icon on it.

3. Under the heading Patron Activity, click on “Cash.”

4. Choose the payment method by using the drop down menu. Double click on Cash, Check, or Charge.

5. Click “OK” (if paying by charge, do not press “OK” until you get the authorization).

Page 27: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

Page 28: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

Page 29: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

Page 30: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

Page 31: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

Page 32: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

Page 33: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

6. Press “Cash” or “Check” key.

Page 34: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

7. Staple cash register receipt to the first computer printout and give it to the patron.

Page 35: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with cash or check):

7. Staple cash register receipt to the first computer printout and give it to the patron.

8. Take second computer printout, initial it, and place face down in the tray labeled “Carbon Copy of Payment Receipts.

Page 36: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

Page 37: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

Page 38: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

Page 39: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

Page 40: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

Page 41: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

Page 42: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

6. Press “M/C” (MasterCard) or “Visa” key, according to the logo on the card.

Page 43: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

6. Press “M/C” (MasterCard) or “Visa” key, according to the logo on the card.

Please Note: We do not take Discover card or Podium money.

Page 44: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

Page 45: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

8. Wait for response. The drawer will automatically open when the transaction is approved.

Page 46: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

8. Wait for response. The drawer will automatically open when the transaction is approved.

9. Have the patron sign the receipt.

Page 47: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

8. Wait for response. The drawer will automatically open when the transaction is approved.

9. Have the patron sign the receipt.

10.Press the “RCPT” key for the patron’s receipt. You must press this key, the register will be locked until the key is pressed.

Page 48: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

8. Wait for response. The drawer will automatically open when the transaction is approved.

9. Have the patron sign the receipt.

10.Press the “RCPT” key for the patron’s receipt. You must press this key, the register will be locked until the key is pressed.

11.Place signed receipt in register.

Page 49: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

12.Give patron copy of the aleph receipt with the register receipt stapled to it. Also make sure you give the patron any check-in slips you may have.

Page 50: A Quick Reference to Circulation Procedures Science Library – UAlbany

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

12.Give patron copy of the aleph receipt with the register receipt stapled to it. Also make sure you give the patron any check-in slips you may have.

13.Write you name on the second copy of the Aleph receipt and place face down in the tray labeled “Carbon Copy of Payment Receipts.”

Page 51: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

Page 52: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

Page 53: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

2. Find the item – is it an article or a book?

Page 54: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

2. Find the item – is it an article or a book?

3. Articles are on the top shelf in the service office.

Page 55: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

2. Find the item – is it an article or a book?

3. Articles are on the top shelf in the service office.

4. If unable to find ILL material, ask patron when notification was received. It takes 2 business days for material to arrive at this library.

Page 56: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

2. Find the item – is it an article or a book?

3. Articles are on the top shelf in the service office.

4. If unable to find ILL material, ask patron when notification was received. It takes 2 business days for material to arrive at this library.

5. Any ILL problems, contact the ILL office at the Main Library.

Page 57: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

Page 58: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

Page 59: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

Page 60: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

8. Click “print receipt.”

Page 61: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

8. Click “print receipt.”

9. Give patron the receipt.

Page 62: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

8. Click “print receipt.”

9. Give patron the receipt.

10.For additional ILL items, click in the “TN” number box again and repeat steps 6-9.

Page 63: A Quick Reference to Circulation Procedures Science Library – UAlbany

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

8. Click “print receipt.”

9. Give patron the receipt.

10.For additional ILL items, click in the “TN” number box again and repeat steps 6-9.

11.Any ILL problems, contact the ILL office at the Main Library.

Page 64: A Quick Reference to Circulation Procedures Science Library – UAlbany

Holds and Recalls

Page 65: A Quick Reference to Circulation Procedures Science Library – UAlbany

Holds and Recalls1. Can be done by the patron from their “My Minerva” account.

Page 66: A Quick Reference to Circulation Procedures Science Library – UAlbany

Holds and Recalls1. Can be done by the patron from their “My Minerva” account.

2. We can also do a hold if necessary. If no staff are available, refer the patron to the Main Library Circulation Desk.

Page 67: A Quick Reference to Circulation Procedures Science Library – UAlbany

Designed by:

Jess Smith,

Nancy Davis,

Charlene Hornyak,

and Leslie Newell