INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout...

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BASIC INN-REACH DCB CIRCULATION GUIDE

Transcript of INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout...

Page 1: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

BASIC INN-REACH DCB CIRCULATION GUIDE

Page 2: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Contents

Borrowing Library Processes.................................................................................................................2Receiving Items Sent from other Link+ Libraries...............................................................................2Checking out item to local patron in the DCB....................................................................................5Check-out of Received Link+ Items to local patrons on the DCB.......................................................7Checkin Link+ Items on the DCB.....................................................................................................11

Item Site Processes.............................................................................................................................14Printing Paging Slips........................................................................................................................14Checking out Items to Fulfill Link+ Requests...................................................................................17Check-in Items Returned from Off-Site............................................................................................20Cancelling a Request that Cannot be Filled.....................................................................................23

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Page 3: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Borrowing Library Processes

Receiving Items Sent from other Link+ Libraries

1) Go to ‘Not My Item Checkin’

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Page 4: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

2) Scan Barcode and click on the ‘Search’ button:

3) Decide whether you would like a ‘holdslip’ to print for the item:

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Page 5: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

4) The item is now received:

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Page 6: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Checking out item to local patron in the DCB

1) If the item needs to go to another pickup location the system will alert you during the receiving process:

Message to acknowledge:

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Page 7: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Item shows “IN TRANSIT” status:

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Page 8: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Check-out of Received Link+ Items to local patrons on the DCB

1) Go to ‘Patron Check-out’ Mode:

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Page 9: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

2) Enter Patron Barcode and click on the ‘Search’ button:

3) System will alert staff that there are items ready for pickup, click ‘OK’:

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Page 10: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

4) Scan item barcode and click the ‘Search’ button:

5) System will alert staff that the item status of received is being cleared, acknowledge by clicking ‘OK’:

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Page 11: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

6) Item is now checked out to the patron on the DCB box:

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Page 12: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Checkin Link+ Items on the DCB

1) Go to ‘Not My Item Checkin’:

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Page 13: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

2) Scan item barcode and click on the ‘Search’ button:

3) Decide if you’d like to print a transit slip:

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Page 14: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

4) Item now shows Link+ status of Returned:

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Page 15: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Item Site Processes

Printing Paging Slips

1) Go to ‘Notices’ Mode:

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Page 16: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

2) Select print job and click on the ‘Prepare’ button:

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Page 17: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

3) Click on ‘Send Notices’ to print:

4) Click ‘OK’:

5) Confirm that all the notices printed and printed correctly, then click ‘Yes’ to clear the paging slips file:

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Page 18: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Checking out Items to Fulfill Link+ Requests 1) Go to ‘Library Check-Out’ Mode:

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Page 19: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

2) Scan barcode of item to lend and click the ‘Search’ button:

3) Acknowledge the message indicating the checkout and where the item is to be sent:

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Page 20: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

4) The item is now ready to be shipped:

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Page 21: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Check-in Items Returned from Off-Site

1) Go to ‘My Item Check-in’ Mode:

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Page 22: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

2) Scan barcode and click the ‘Search’ button:

3) Acknowledge the item has been cleared of the INN-Reach checkout:

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Page 23: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

4) The item now reflects the cleared status:

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Page 24: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

Cancelling a Request that Cannot be Filled

1) Go to ‘Search/Requests’ Mode:

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Page 25: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

2) Search for the item using the appropriate search index:

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Page 26: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

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Page 27: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

3) The item will be or needs to be selected in the ‘Summary’ tab:

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Page 28: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

4) Select the request tab:

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Page 29: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

5) Click on the ‘Cancel Requests’ button:

6) Indicate which action to take for the cancellation:

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Page 30: INN-Reach Training Flow-Chart Checklist · Web viewAcknowledge the message indicating the checkout and where the item is to be sent: The item is now ready to be shipped: Check-in

7) Choose or Key a cancellation reason and click ‘OK’:

8) The system will indicate the cancellation is completed, click ‘OK’:

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