SIRSI Users

1
SIRSI Users
2
SIRSI WorkFlows Login

• Double click WorkFlows button
• Note If an large, odd window appears with IP
  Address wpslibrary, then mark the box do not
  show this window next time, then clickltentergt
• User ID your schools 1st 3 letters circ (If
  that doesnt work, call Connie at 3-2214 or Rick
  at
• 3-2060)
• Alt ID always leave blank
• PIN your password in ALL CAPS (important)
• Click OK

3
Setting up Toolbars

• By default, the toolbar displayed is always the
  last toolbar that was used
• Right click in gray space on the toolbar
• Select Toolbars
• Select circ (or circ new)
• Click OK

4
Set Circ Toolbar Properties

• Its essential to set the WorkFlows properties
  before you begin
• You have to be set up as a Power User on your
  computer to be allowed to change properties
• WorkFlows properties must be tailored to your
  school
• Follow the Set Circ Toolbar Properties
  instruction sheet found on the LMS Website under
  Downloadable Files.

5
Set Properties to Add New Users

• Follow the Set Toolbar Properties instruction
  sheet
• Select User button (person with book)
• Right click New User Registration button
  (person with pencil)
• Select Properties
• Change library box to your site
• Change profile name box to your type (Student_ES,
  _MS, _HS, _SR, Teacher, or Staff (only library
  staff)
• Click OK

6
Searching and Looking Up Users

• Select User Maintenance button ( person with
  book button)
• Select Display User person with magnifying
  glass button
• FYI Alt ID Pupil ID from office
• User ID Library Barcode
• Search Alt ID button type in Pupil ID (Should
  be 9 digits long Add 3 zeros to beginning of 6
  digit )
• Search Name button type in last name first name
• Search User ID button scan ID barcode or type
  in number
• Click OK

7
Searching and Looking Up Users

• Alt ID numbers need to be 9 digits. Add 0s to
  the beginning of the new 6 digit Pupil IDs to
  make them 9 digits.
• When searching by Alt ID, try the 6 digit number,
  the 9 digit number, and the name. This helps
  eliminate duplicate listings.
• Personalized student barcodes coming in the Fall
  05 download will end with 80.

8
Searching for Users
Look up UserSearch by Alt ID (Pupil ID) and
Name (User Maintenance button)
Exact Alt. ID and user name not found anywhere
Exact Alt ID exists, but at another school
Modify User
Register New User
9
Register a New User

• Dont do this unless you have already done an ID
  and name search for the user (Lookup User)
• Select User button (person with book)
• Select New user registration button
• (person with pencil)
• Scan user ID (New generic patron barcode except
  for secondary schools using Photo ID cards)
• Profile Name drop down to your type
• (ex Student_MS, Teacher, Student_SR)
• Click OK

10
Register a New User continued

• Basic tab last name, first name (must have) alt
  ID (always 9 digits), library, profile name
• Address tab add teacher name here to have
  reports sort by homeroom (be consistent)
• Other tabs Privilege, Demographics, Extended
  Info (can add information, but dont have to)
• Click OK

11
Modifying Users

• Only modify an existing user by doing a ALT ID
  and name search to check to see if they are in
  the system. If not in system, then register new
  user.
• Caution Scan the users new barcode only after
  modifying all the other fields on the record
• Make sure to change student to your school, the
  correct homeroom, and change demographics
• Never scan the student barcode (User ID) in the
  Alt. ID field! Be careful!

12
Modify Users changes you should make

• Basic tab name (last, first), user ID, verify
  alt ID, library, profile name (student_HS,
  student_MS, student_ES, student_SR)
• Privilege tab set a date or Never expires
• Demographics tab Usercat 1 grade
  Usercat 2 gender
• Addresses tab homeroom type in teacher name
• Extended Info tab note (type short note for
  alert) A red Notes alert will appear above the
  students name on their user record.

13
Modify Users (continued)

• If a student leaves your school and goes to
  another school in the district, the new school
  will modify the student record.
• If the student leaves your school, but does not
  go to another district site, you should modify
  the student record and move the student to
  Processing. DO NOT REMOVE THE STUDENT!!

14
CirculationChecking Out Books

• Scan next barcode
• Click check out to new user when ready for new
  check out (dont forget or youll end up scanning
  a name where an item ID should go)
• Click Investigate
• if alert message appears

• Select stamp button
• User ID scan student ID card
• Click OK
• Verify this is correct student
• scan item barcode
• Click OK
• Verify correct title

15
CirculationChecking in Materials (Discharging)

• Select hand with book button
• Scan in barcode of returned item
• Click OK
• Scan in next barcode
• Click OK
• Can type in barcode number if it doesnt scan.

16
CirculationBook Drop Check In

• Select book drop box button
• Date of discharge type date 9/16/2005
• or click on button and select date on calendar
• Click OK
• Scan in barcode of item
• Click OK

17
CirculationRenew User Charges

• Select person in red arrows button
• User ID scan in student ID
• Click OK
• Either click Renew All radio button or
• Selected and then click in box beside items to
  renew
• Click OK

18
CirculationRenew a Single Item

• Select red arrow in box button
• Scan in barcode of item to renew
• Click OK

19
Bill a User

• Select dollar sign button
• Select Reason for bill from pulldown button
• User ID Scan student ID
• Click OK
• Type amount of bill (no needed)
• May need to type in item barcode if lost item
• Click Pay Now or Pay Later
• Click Close to cancel

20
Paying Bills

• Select hand with money button
• User ID scan student ID, Click OK
• If paying total bill type amount paid in top
  Payment box
• If making partial payment or a specific amount to
  an item type amount in bottom box by item
• Select type of payment or Forgiven if you want
  to forgive a bill.

21
Bills and Fines

• FYI Refer to the Bills and Fines Procedure
  Brochure located in Downloadable Files on the
  LMS WebPage.
• Secondary schools are set up to charge fines for
  overdue books. If your school chooses not to,
  notify Connie Adams (3-2214).

22
Blocking Users

• Please call Connie or Sheri before you do this!
• Select User Maintenance (user with book) button
• Select modify user (user with eraser button)
• Type last name first name or scan in student ID
• Click OK
• Click Privilege tab
• Pull down radio button status change to
  Blocked
• In Override box type oboe click OK

23
User Claims Returned

• Please call Connie or Sheri before you do this!
• Select Special Circulation (double books button)
• Select User Claims Returned button
• Find user by typing last name first name or
  scanning ID
• Click OK
• Select item returned, select date returned
• Click OK
• To clear User claims returned, select the
  Privileges tab, and change the user claims
  returned field to zero

24
Display User Tabs

• Summary cant edit here, just look
• Checkouts shows current items checked out
• Bills listing shows current unpaid bills
• Click on Modify This User button to make any
  changes

25
Remove Users

• DONT DO this ever, unless you mess up and add
  an existing student!! -
• If a student leaves the district with
  fines/bills, modify the user and enroll in the
  Processing school, not your school. This way
  the student wont show up in your overdue
  reports, but will still be there if he/she
  returns to the district.
• Select User button
• Select Remove User button (person X out)
• Select user and Click OK