King County Library System Circulation Overview

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King County Library System Circulation Overview
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KCLS Procedures
This presentation covers the following
Placing holds for patrons
Issuing library cards
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Adding Holds For Patrons
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Placing a hold for a patron
1. Go to the patron check-out screen.
2. Type .H for hold.
3. Go to the line number of the item you want.
4. Type .S and then hit return.
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Continuing steps for placing a patron hold
Two options are now available on the screen
Copy Notification Method
Note both fields must be filled in

Copy means what copy of the item in question do
you want?
Notification means how does the patron want to
be notified?
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Dont forget
Verify the address and personal information from
the patron

Give the patron back their card

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Canceling a Hold for a patron
Type .HL for holds list.
At the line number for the item type .C for
cancel.
Sometimes it will be necessary to enter a reason
for the hold in this
case you must enter your initials.
When you are done be sure to type .Q.
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Canceling a hold that is already triggered -
Go to the Purf screen, you will find this on
the desk top.
Type a .D for delete.
The computer will then create 2 prompts pick one
Reserve for the next patron.
Send item back to the owning branch.
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To Tie Things Up
Be sure to leave a message on the purf screen
about the cancelled hold.
Typing an inactive status keeps the hold in
queue for a delay so that the patron may pick it
up later.
Additional things you can do
Create a yearly holds list Change a pickup
location Create a RHA Report a Holds
Alert Change the date of a hold
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Rules for KCLS Holds
1. Any Hold on an item will be held 7 open days
only.
2. There are a maximum of 20 holds per patron.
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Issuing a Library CardAccessing Patron Records
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Who is Eligible For A Card?
Everyone!... Except for the following
1. Organizations.
2. Non Residents.
3. People without an address.
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Issuing the card
1. Check the patrons name against computer files
for other cards.

2. Do not issue another card if the patron
already has one.
3. If the patron has another card, begin the
procedure for checking against lost or stolen
cards.
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Once the patron is clear
Get the following information
Legal Name.
Mailing address and county of residence.
Telephone number.
Birth date.
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Miscellaneous Rules
All persons under 18 must have a legal parent or
guardian accompany them and proof of age photo
identification.
Get Photo Identification.
Put in the Geo code for the registering library.
Get an Email address if possible.
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Warning!
Medina Washington has elected not to be part of
KCLS system therefore they
cannot have cards
Dont let them fool you!
Because they will try
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Visitor Cards for Temporary Residents
1. Gather the same information as for regular
cards.
2. Online applications for cards are considered
temporary.
3. Registration will be blocked until patron
shows proof of identification.
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Inactive accounts
Inactive accounts are rare at KCLS.
The following applies -
Patron cannot be contacted for at least 10 years.

If the library finds out the patron is deceased.
KCLS updates its database by calling patrons once
a year to ensure accuracy of address and
aliveness of the patron!
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Thus endeth the Slide Show