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This page has been moved over to https://su= pport.goalexandria.com/circulation/.
Click the tabs below to expand for more information on the Actions Menu,= Command Line, Current Patron, and Current Item.
Circulation > Actions menu
The Actions dropdown menu contains speciali= zed circulation functions such as the Advanced Bookings and Process Pending= Bookings commands.
Cash Drawer Balance. Enter the cash drawer Starting= Balance, Start Date, End Date, and click Continue. The report totals your = payments and refunds, and includes patron barcodes, dates and descriptions = of charges, total refunds and/or payments, the initial drawer balance, and = the new balance.
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Example Report:
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Circulation > Circulation Controls= p>
Select a Circulation Mode from the dropdown menu located to the left of = the Command Line. The Circulation Mode field indicates which function will = be implemented when patron/item barcodes are typed or scanned. Frequently u= sed modes are Bookdrop (B), Check Out (.)= , Hold (H), and Renewal (R).
The command line, located at the top-center of
Override Date. An operator-provided Override Date = can appear immediately after the Command Line. The function of an override = date depends on the current Circulation Mode.
See the full list of Circ= ulation Commands.
Circulation > Current Patron pane
To check out, hold, or reserve an item, you need to have a Current Patro= n pulled up in Circulation.
The Current Patron pane shows important patron information such as barco= de, name, checked out items, charges, and credits, as well as their grade, = Lexile score, and reading level (when set in Preferences).
Details: View and email or print the current patron's account details, including cu= rrently loaned items, holds, reservations, fees and other charges, and gene= ral information. You can choose whether or not to include cover art when vi= ewing, emailing, and printing patron details.
Patron Details will show relevant details for Library or Textbook data, = depending on which Circulation window you access it from. To view Textbook = data from Librarian or vice versa, adjust your Circulation Preferences.
Use the Circulation Comma= nd QN to open the Email Patron Details dialog.
Circulation's Patron Details is interactive! Say you want to renew an it= em or forgive a charge for the patron whose Details you're viewing. Simply = click on that section's heading (i.e. "Items Out" or "Charge Summary") to b= e taken to the right place in Circulation.
Lookup: Opens the Patron Lookup dialog, allowing you to= search your database for patron records; performs the same action as using= the =E2=80=9CL=E2=80=9D command.
Actions Menu
Notes. Available when the current patron has = associated notes. Notes are provided for patrons in the Notes tabs of Patro= ns Management. When clicked you are also able to add notes directly to the = resulting Patron Notes dialog.
Circulation > Current Item pane
The Current Item pane consists of two areas: The white area contains the= copy, barcode, policy, call number, status, picture, and a short summary o= f available title copies. At the bottom, access the Copy List, Stats, item Lookup, and the actions = menu.
The Copy List shows how many copies are available, the holds queue, and = lists each copy's site, location, status, and details. It can be viewed or printed, a= nd you can use the Q=3D command for quick access. Several parts of the Copy= List are clickable:
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See the copy's checkout count, last use date, previous checkouts, and mo= re with Copy Stats.
Enter your search term and then scroll through your results below. In a = Centralized Catalog, select the site you want to search from the dropdown m= enu in the bottom left corner of the dialog.
You can also start a =E2=80=9Cbegi= ns with=E2=80=9D search from the command line using an asterisk in the T co= mmand. For example, you would type "har*" if you were looking for Ha= rry Potter.