Millennium Circulation Training Manual

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Millennium Circulation Training Manual
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Table of Contents

• Logging On
• Checking Books In
• Patron Processing
• Checking Books Out
• Renewing Books
• Creating a New Patron
• Editing a Patrons Record
• Recalling Items
• Creating Fines
• Paying Fines
• Forgiving Fines

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Logging On

• To begin logging onto Millennium, click on the
  Millennium icon on the Desktop indicated by the
  arrow.
• You will see the gray pop-up box asking for a
  Username and Password. Enter milcirc for both.

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Logging On (2)

• You will see another pop-up box asking for
  Initials and Password. Enter circ for both.
• There will be a brief pause while the program
  loads.

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Circulation Desk

• Once Millennium is loaded you will see this
  screen.
• Look at the menu on the left and notice that you
  are on the Circulation Desk tab.

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Checking Books In

• To check books in first click on the Check-In
  button.

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Checking Books In (2)

• Next you would click on the white space and scan
  the books.
• Since we have no books in front of us, type the
  following number 110000331315.
• Then click on the Search button.

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Checking Books In (3)

• The book is now checked in.

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Checking Books In (4)

• Notice that when a book is overdue the fine shows
  up under the Amount Due heading and the number
  of days the book was late shows up under the
  Status heading.
• Notice that the exact date the book was due is
  not listed on this screen.

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Patron Processing

• You may access a patrons record in one of two
  ways.
• Arrow 1 indicates where to scan a patrons ID.
• Arrow 2 indicates the Search button that allows
  you to manually search for patrons.

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Patron Processing (2)

• When you choose to search for a patron manually,
  you will get the following drop down menu.
• We can search for patrons by Barcode, Name, and
  Unique ID.

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Patron Processing (3)

• Barcode is the barcode on the patrons ID.
• Name is the patrons full name. This should be
  entered Last Name, First Name as it was in NOTIS.
• Unique ID is the patrons Social Security Number.
  Enter this number without dashes.

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Patron Processing (4)

• The sample patron is Scooby Doo. To locate his
  patron record click on Name in the drop down
  menu and enter Doo, Scooby. Then click Search.

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Patron Processing (5)

• When a patrons record is loaded, any messages
  attached to their record will pop up on the
  screen.
• On the Fly is a message that pops up when a
  patron is entered into the system manually.
• Examples of this are Alumni Association or Thomas
  Cooper Society members. Click OK to continue.

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Patron Processing (6)

• If a patron has a hold item waiting for them, a
  reminder will pop up. Click OK to continue.

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Patron Processing (7)

• Arrow 1 indicates Mr. Doos patron information
  including Barcode, Address, Patron type, Amount
  of Fines, and Unique ID.
• Arrow 2 indicates the place to scan items for
  check out.

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Patron Processing (8)

• The tabs along the middle of the page allow you
  to access the check out screen, checked out
  items, holds, fines, and the check in screen.
• Please note the fines tab is red. If a patron has
  an item on hold, fines, or checked out items,
  those tabs will be red.
• When you are finished with this patrons record
  make sure to hit the Close button at the top
  right of the page.

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Checking Books Out

• Pull up Wonder Womans patron record.
• To check out items click on the white box and
  scan the barcodes.
• Since we have no books to scan, enter the
  following barcode 110000331315.
• Then click Search.

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Checking Books Out (2)

• Books and Things will be checked out to Wonder
  Woman.
• Notice that the due date will appear on the right
  of the screen.

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Renewing books

• To renew books first click on the Renew icon.

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Renewing books (2)

• Next scan each books barcode.
• Since there are no books in front of us, type the
  following barcode 110000331315.
• Then click Search.

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Renewing Books (3)

• A message will appear asking you if you would
  like to renew the item to the patron.
• If the it is the correct patron, click Yes.

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Renewing Books (4)

• This message will appear if patrons try to renew
  too soon after check-out.
• An example of this would be a Graduate student.
  Because Graduate students get semester check-out
  they can only renew close to the end of each
  semester after they have registered for the next
  semesters classes.
• To continue to renew the book click Override.
  You would very rarely choose this option.

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Renewing Books (5)

• The books title and the new due date will appear
  on this screen.
• The book is now renewed.

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Creating a New Patron

• To create a new patron click on the Circulation
  Desk button.
• Then click on the New button.

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Creating a New Patron (2)

• There will be a series of pop up boxes asking for
  patron information.
• The first box will ask for the Expiration Date.
  Enter the date in the following format
  ddmmyyyy. For training purposes enter the end of
  the semester 08/19/2005. Then click Next.

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Creating a New Patron (3)

• The next box will ask for the Patron Type.
  Double click in the pink shaded area between the
  zeros.

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Creating a New Patron (4)

• A box will pop up with the different patron
  types. Click on the appropriate patron type
  making sure that you choose one of the Columbia
  categories.
• For training purposes select Columbia Faculty.
  Then click OK.

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Creating a New Patron (5)

• Your choice will now show up in the pop up box.
  If you chose the appropriate category, click
  next to proceed.

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Creating a New Patron (6)

• The next box will ask for Home Library.
• Double click between the nones.

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Creating a New Patron (7)

• A box will pop up listing possible home
  libraries.
• Click on Columbia Cooper. Then click OK.

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Creating a New Patron (8)

• Just like before, make sure you selected the
  correct home library, Columbia Cooper and then
  click Next.

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Creating a New Patron (9)

• The next box will appear closer to the top of the
  screen. It will ask for the Name.
• Enter the patrons name as follows Last Name,
  First Name.
• For training purposes enter Woman, Wonder.
• Then click Next.

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Creating a New Patron (10)

• The next box will ask for the Address.
• Enter the street address on the first line. For
  training purposes enter 228 Incredible Lane.
• Enter the city, state, and zip code on the second
  line. For training purposes enter 4th Kingdom,
  SC 29228.
• Then click Next.

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Creating a New Patron (11)

• This box allows you to add a secondary address.
  You would enter this address in the same format
  as the first address.
• For training purposes pretend our patron has no
  secondary address.
• Click Next.

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Creating a New Patron (12)

• The next box will ask for the Telephone Number.
  
• Unfortunately Wonder Womans phone was
  disconnected last week. Dont enter a phone
  number for her ?
• Click Next.

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Creating a New Patron (13)

• The next box will ask for the Unique ID No.
  This is the Social Security Number.
• For training purposes enter 618634875.
• Then click Next.

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Creating a New Patron (14)

• The next box will ask for the Barcode.
  Normally you would scan the back of the patrons
  card.
• For our purposes manually enter4859623657801
• Then click Next.

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Creating a New Patron (15)

• The next box will ask for the patrons Email
  address.
• For training purposes enter woman_at_sc.edu.
• Then click Next.

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Creating a New Patron (16)

• The next screen is the most important one.
• This is a training session, therefore our patron
  already exists. DO NOT click save.
• Normally you would have to click the Save
  button, or all of the information you just
  entered would be lost. After this session always
  make sure to click Save before exiting a
  patrons record.
• For training purposes click the x to close the
  box.

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Creating a New Patron (17)

• This is what the screen will look like after
  successfully creating a patron.
• This is Wonder Womans patron record screen.
• To view her patron information screen simply
  click the view button.

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Editing a Patrons Record

• To edit a patrons record click on the Edit
  button.

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Editing a Patrons Record (2)

• A box including all of the patrons personal
  information will appear.
• In order to edit double click on whichever field
  you would like to change.
• If any information needs to be added click the
  Insert button.

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Editing a Patrons Record (3)

• For example To edit Wonder Womans name click on
  the Name field and type Denise as a middle
  name.
• Next click the Insert button.

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Editing a Patrons Record (4)

• After clicking the drop down menu choose Note
  to enter a message into the note field.

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Editing a Patrons Record (5)

• Enter the message Beware of super powers.
• Then click OK.

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Editing a Patrons Record (6)

• You will see your message in the note field.
• Again make sure to click the save button, or
  all changes will be lost.

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Editing a Patrons Record (7)

• After clicking the Save button the patrons
  record will reflect any changes made.

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Recalling Items

• To recall an item start by clicking the
  Search/Hold button.
• You will see this screen.

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Recalling Items (2)

• Click the arrow beside Title for a drop down
  menu. You can search by any of the categories
  listed.
• For our purposes click on Title.

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Recalling Items (3)

• Type the title Without My Wig
• From this screen we can choose to limit the
  search.
• Click on the Limit button.

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Recalling Items (4)

• You can limit your search by any of the choices
  listed.
• The most common reason we will choose to limit
  our search is to look for books located only at a
  specific library.
• Click on WHERE item is located.

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Recalling Items (5)

• Select the library or collection for which you
  want to limit your search.
• For training purposes select Columbia Thomas
  Cooper.
• Then click Save.

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Recalling Items (6)

• Next click Apply.

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Recalling Items (7)

• Next click the Search button.

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Recalling Items (8)

• You will see the books information including
  availability status.
• Click on the Hold Selected Item button.

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Recalling Items (9)

• You will get a pop up box asking for patron
  information. As before, we can enter patrons by
  Barcode, Name, or Unique ID.

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Recalling Items (10)

• Lets go back into Wonder Womans record.
• Search for her by Name.
• Then click Search.

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Recalling Items (11)

• This pop up box will ask first for Pickup
  Location. This field should always say cc.
• Next you are asked for dates Not Wanted Before
  and Not Wanted After.
• Not Wanted Before has to be todays date or
  later. Not Wanted After must be a date after
  the Not Wanted Before date. ? Confusing
  enough?
• Type todays date for the first date and
  08/19/2005 for the second. Then click OK.

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Recalling Items (12)

• When you see this box you will always choose to
  recall the item with the listed due date.
• Click on that selection.

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Recalling Items (13)

• This screen will give you confirmation that the
  book has a hold on it.

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Recalling Items (14)

• Always go back into a patrons record to make
  sure the hold is listed.

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Creating Fines

• To create a fine first go into a patrons record.
• We want to add fines to Lisa Simpsons record.
  Pull up her patron record.
• Then click the Fines tab.

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Creating Fines (2)

• You can see that right now Ms. Simpson owes no
  fines.
• To create a fine click the Add Charge button.

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Creating Fines (3)

• You will be asked for an Amount, a Reason, and a
  Location.
• Under Amount type 5.00.
• Under Reason type Photoduplication.
• Under Location make sure you always see cc.
• Then click OK.

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Creating Fines (4)

• You can see that she now owes 5.00 and the
  Fines tab is now red.

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Paying Fines

• In order to pay fines you have to click on the
  Collect Money button.

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Paying Fines (2)

• A box asking for Amount To Collect will pop up.
  Enter the amount paid.
• Enter 2.00 and click OK.

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Paying Fines (3)

• You will be asked if you would like to waive the
  remaining fines. ALWAYS select No.

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Paying Fines (4)

• You will see a copy of the receipt.
• Click Print.
• A copy of the receipt will print.

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Paying Fines (5)

• The patrons record will now reflect the payment.
• Ms. Simpson now owes 3.00.

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Paying Fines (6)

• If you need to view more detailed information
  about a fine right click anywhere on the fine and
  then click View This Fine.

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Paying Fines (7)

• From this screen you can see more detailed
  information and can adjust the fine amount.

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Forgiving Fines

• In order to forgive fines first select the fine
  you intend to forgive by clicking on the box next
  to it.
• Then click the Waive Charges button.

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Forgiving Fines (2)

• You will be asked to confirm that you want to
  waive the selected fines.
• Click Yes.

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Forgiving Fines (3)

• You will see a copy of the receipt.
• Click Print.
• A copy of the receipt will print.

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Forgiving Fines (4)

• As you can see no fines are listed.

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The End