Circulation Module 5: WMS

• • Information Shown When Checking In Items
    • The usual information shown:
      • Title, Barcode, Check Out Date, Due Date, In Date, Patron Name, Action. 
        • Title: Which is the title of the book, CD, DVD, or what the item is called in the system.
        • Check Out Date: The date that the item was originally checked out.
        • Due Date: The date that the item was due.
        • In Date: The date that the item was returned.
        • Patron Name: The individual who checked out the item.
        • Action: What needs to be done with the item next and the items location.
    • Additional Information About the Action:
      • The action item will tell you where an item needs to go. Some locations and information that will show up include: 
        • Stacks
        • Fiction
        • Display
        • New Book Display
        • Graphic Novels
        • Reference
        • Scholarly and Creative Works
        • Hold for Patron
        • Item has outstanding fines or fees.
        • And more!

Admin

            In Admin, you are able to complete a variety of functions, such as create a new user, edit a user’s account and add notes to a patrons account.

• Searching for a User
  • When searching for a patron in WMS, the search is already limited to name, ID and email.
    • To search you may type in their:
      • First name, last name
        • John Fee
      • Last name, first name
        • Fee, John
      • Email
        • feej@berea.edu
      • ID
        • 00123456
• Editing a User’s Record:
  • At times when a patron comes in, we may need to update some of their information…
• New User
  • To add a new student or general staff person:
    • Click into “Admin”
    • Under user management click “New User”
    • Then a new page will appear, you must add the following information:
      • Under Personal Information:
        • First name
        • Last name
        • Expiration Date
      • Under Library Record:
        • Address (CPO#)
        • Phone number
        • Email address
      • Under Circulation
        • Barcode (scan their ID)
        • Patron Type
          • Use the drop down menu and select if they are a student, or employee.
          • Home Branch:
            • Use the drop down menu and select “Hutchins Library”.
      • Then at the bottom of the day select “Create”.