Contents
The Circulation module includes a few important and distinct areas:
- Circulation toolbar on top, which includes the command line;
- Current Patron and Current Item panes in the middle;
- and the Circulation tabs at the bottom.
Actions Menu
The Actions 
dropdown menu is where you access the cash drawer.
- 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.
| Example Report:
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Command Line and Circulation Mode
Select a circulation mode from the dropdown menu to the left of the command line. The circulation mode dropdown menu indicates which function will be implemented when patron/item barcodes are typed or scanned. Frequently used modes are Bookdrop (B), Check Out (.), and Renewal (R). To clear your current mode, type a period (.) and hit enter.
| Mode | Code | Usage |
|---|---|---|
Bookdrop | B | Check in an items or items for one or more patrons.
|
Check Out | . | Check out items. |
Discard Mode | DM | Move several copies to the Discarded Copies system patron and enter a note for each to explain why they are being discarded. |
Inventory | I | Updates the inventory date for all items scanned to a date specified or the current date, and triggers a circulation exceptions alert for all materials entered. |
Inventory Bookdrop | IB | Inventory mode with automatic bookdrop. All item barcodes scanned are inventoried as of the date specified in the inventory command, or to the current date, if no date is specified. If the item is checked out, it is automatically checked in. |
Inventory Suppressed | IS | Inventory mode with suppressed dialogs, bypassing circulation exception alerts for all materials entered. |
Inventory Bookdrop Suppressed | IBS | Inventory mode with automatic bookdrop and suppressed dialogs, bypassing circulation exception alerts for all materials entered. Useful in situations such as performing inventory with a wireless scanner. |
In Transit Mode | IT | Assigns checked-out copies to the In Transit system patron (barcode 9). After which, the copy is placed In Transit to its home library (whichever library is specified in the copy's Copy Site field). |
Renewal | R | Renew items that are currently checked out. |
Transfer | .X | When you have a current patron open and the item you're scanning is already checked out to another person, the item will be transferred to the current patron instead of being checked in. Copies cannot be transferred to system patrons. |
| Check Out/In-Transit | CHX | Change copy locations to the new destination and place items in transit to that destination. |
All Commands
The command line is where you enter a command and/or patron and item barcodes to perform a circulation action. If you enter only a barcode, the current command mode (to the left of the command line) determines the action to be performed. By default, command line assumes that text input is a circulation command first and a patron/item barcode second.
Title | Command | Usage |
|---|---|---|
Add/Show Copy Note | ++ | Displays all notes for the current copy, or appends a note to the Copy Notes. |
Add/Show Patron Note | + | Display the Notes for the Current Patron, or appends a note to the patron General Notes. |
Bookdrop | B | Starts bookdrop mode. In bookdrop mode, all item barcodes scanned are checked in if they are checked out; and if they are already checked in, they are inventoried. |
Change Barcode Number | / | Quickly change the barcode of an item or patron. Enter the old barcode and new barcode in this format: /OldBarcode=NewBarcode Textbook Tracker will update all references and then issue the new barcode to the command line. This allows you to change barcode numbers as you are checking items out, performing inventory, bookdropping items, and so on. |
Change Condition Mode | CL | Enters Change Condition Mode for the specified condition. You can also simply enter the command and a list of condition codes will be shown. |
Charge a Fee | F FF | Opens the Charges subtab, or adds a charge for the current patron. Opens the Payments subtab. |
Charge Damage Fee | DL | Logs damage on the current copy and charges the current patron, according to the chosen Damage Code. You can also simply enter the command and a list of damage codes will be shown. Damage codes are managed in Preferences > Codes > Damage Codes. If a custom damage code is specified, you can edit the description and cost. |
Check Out | . .. | Sets Check Out mode. Sets Check Out mode without clearing override dates. |
| Check Out/In-Transit | CHX | Changes copy locations to the new destination and place items in transit to that destination. A packing note may be included and a batch number is automatically generated. If items that are part of a batch are book dropped, then a dialog is displayed that can allow the entire batch to be book dropped. If an item barcode for an item that is part of a batch is entered while in Check In/Check Out mode, then a dialog is shown which will allow the entire batch to be processed or for the check in to be cancelled. The BP command can be used to print a report about a batch. |
Clear Due Date | . | Clears the Override Date and any special modes, and returns to Check Out mode. |
Clear Transaction Log | Z | Clears the Transaction Log in the Circulation display. There is no ”Undo“ for this command so use it with caution. |
Details, Patron/Item | Q | Displays Patron Details for the specified patron. If no barcode is given, the Current Patron is selected. |
Enter Barcode Range | RG | Brings up the Barcode Range window which will allow you to enter a range of barcodes to process in the current mode. For example, if you are in inventory mode when using this command, the range of barcodes you entered will be inventoried. If you are in Check Out mode with a current patron, the range of barcodes entered will be checked out to that patron. If you are in Bookdrop mode, the range of barcodes will be checked in. After the barcodes are entered a utility will be added to the operations queue to process the barcode range. |
| Find Item by Author | A | Displays a list of titles by author in the Item Lookup dialog. Pick the title you want from the list, and the first copy is made the Current Item. For clarity, this command requires a space between the command and lookup term. For example, to find titles by an author named Johnson, you would type "A Johnson." |
Find Item by Title | T | Displays a list of titles in the Item Lookup dialog. Pick the title you want from the list, and the first copy is made the Current Item. For clarity, this command requires a space between the command and lookup term. For example, to find a title that includes the word "history," you would type "T history." |
Find Item by Title ID | C | Displays a list of titles by title ID in the Item Lookup dialog. Pick the title you want from the list, and the first copy is made the Current Item. |
| In Processing | 7 | Check out items to the In Processing Patron (barcode 7) while they are being processed and are not yet available for checkout. When the items are Bookdropped, they will become available for use. Enter 7 in the command line, then scan or type barcodes to check items out to the In Processing patron. |
| In Transit Mode | IT | Assigns checked-out copies to the In Transit system patron (barcode 9). After which, the copy is placed In Transit to its home library (whichever library is specified in the copy's Copy Site field). |
Inventory | I | Starts Inventory mode with today’s date. In Inventory mode, all item barcodes scanned are recorded as inventoried as of the date specified in the inventory command, or the current date if no date is specified. |
Inventory Bookdrop Suppressed | IBS | Starts Inventory mode for the current date with automatic bookdrop and with dialogs suppressed. This mode is the same as Inventory Bookdrop mode (IB command), except that dialogs are suppressed. This mode can be used when you are performing inventory with a wireless scanner or in a similar situation. |
Inventory Suppressed | IS | Starts Inventory Suppressed mode for the current date. This mode is the same as Inventory mode (I command), except that dialogs are suppressed. This mode can be used when you are performing inventory with a wireless scanner or in a similar situation. |
Inventory with Bookdrop | IB | Starts Inventory mode for the current date with automatic Bookdrop. During Inventory Bookdrop, all item barcodes scanned are recorded as inventoried as of the date specified in the inventory command, or the current date if no date is specified. If the item is checked out, it is automatically checked in. |
Locate Patron | L | Locate a patron by name. You can specify as much of the first or last name as you want and Textbook Tracker will display a list of names close to the name you specified. For clarity, this command requires a space between the command and lookup term. For example, to find patrons named Jayson, you would type "L Jayson." |
Lost Copies | 1 | The Lost Copies system patron (barcode 1) allows you to maintain a record of lost items for statistical purposes without allowing them to circulate. You can remove Lost Copies with a utility. Enter 1 in the command line, then scan or type barcodes to check items out to the Lost Copies patron. |
Make Patron or Item Current | X | Clears the Current Patron and Current Item panes. |
| Print Patron Details | QP | Prints Patron Details for the specified patron. If no barcode is given, the Current Patron (if available) is selected. If you have a slip printer configured, the Patron Details will automatically print on the slip printer. If you do not have a slip printer, your regular machine print dialog will appear. |
Print Transactions | D | Prints the current receipt for the current patron. |
Renew All Items | RA | Renews all copies checked out to the current patron. This command can be used to renew up to 200 items. |
Renew Item | R | Enters Renewal mode. Use Renewal mode to renew multiple checked-out items. If an item isn”t checked out, this command does nothing. |
| Replace Copy Notes | ++# | Replaces the Current Item's Copy Notes. If you use this command with no text, the Copy Notes for the Current Item will be cleared. |
| Replace Patron Alert Notes | !# | Replaces the Current Patron's Alert Notes. If you use this command with no text, the Alert Notes for the Current Patron will be cleared. |
| Replace Patron Notes | +# | Replaces the Current Patron's General Notes. If you use this command with no text, the General Notes for the Current Patron will be cleared. |
Set All Copy Locations | CH | Sets Site, Copy Location, and Copy Shelving for a number of copies. |
Set All Patron Locations | PH | Sets Site, Location, and Sublocation for a number of patrons. |
Set Current Patron | P [barcode] | Selects a new Current Patron. Generally, you can just enter the barcode number of a patron, but if for some reason you have patron and item barcodes that are the same, this command allows you to specify a patron directly. |
Set Due Date | .[date] | Sets an override due date Manual due dates may be from one year in the past to any time in the future. If the date falls on a closed date, it is adjusted forward during check out. The override date will remain in use even if the patron is changed. |
| Show Command Help | ? | Opens the Command Help tab. |
| Show Items out | QE | Opens the Items out tab. |
| Show Patron Location | HW | Opens the Location (Homeroom) subtab under the Circulation tab. |
Transfer Mode | .X | Starts Transfer mode. When you have a current patron open and the item you're scanning is already checked out to another person, the item will be transferred to the current patron instead of being checked in. Copies cannot be transferred to system patrons. |
Current Patron
To check out, hold, or reserve a Textbook, you need to have a Current Patron pulled up in Circulation.
The Current Patron pane shows important patron information such as barcode, name, checked out items, charges (for Textbook Tracker items only), and credits.
Details: View, print, or email the current patron's account details, including currently loaned items, holds, reservations, fees and other charges, and general information. You can choose whether or not to include cover art when viewing, emailing, and printing patron details.
Circulation's Patron Details is interactive! Say you want to renew a textbook or forgive a charge for the patron whose Details you're viewing. Simply click on that section's heading (i.e. "Textbooks" or "Charge Summary") to be 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 “L” command.
Actions Menu
Notes. Available when the current patron has associated notes. Notes are provided for patrons in the Notes tabs of Patrons Management. When clicked you are also able to add notes directly to the resulting Patron Notes dialog.
- History. Runs an individual Patron History report, which shows recent payments, credits, renewals, lost items, refunds, and returned items. The PDF will automatically download. You can also run this report by clicking Show History in the Actions menu of Patrons Management.
Current Item
The Current Item pane consists of two areas: The white area contains the copy, barcode, policy, call number, status, picture, and a short summary of available title copies. At the bottom, access the Copy List, Stats, item Lookup, and the actions menu.
Copy List
The Copy List shows how many copies are available and lists each copy's site, location, status, and details. It can be viewed or printed, and you can use the Q= command for quick access. Several parts of the Copy List are clickable:
- Author's name. Performs an automatic item lookup by author.
- Open item details: Pulls up that title's Item Details.
- Patron names: Makes that patron current.
- Copy call numbers and barcodes: Makes that copy current.
If there are more than 1000 copies, the Copy List will only show copies from the current site.
Copy Stats
See the copy's checkout count, last use date, previous checkouts, and more with Copy Stats.
Lookup
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 menu in the bottom left corner of the dialog.
To perform a "begins with" search, enclose a phrase in quotation marks and an asterisk. For example, you would type "har*" if you were looking for Harry Potter. You can also start a "begins with" search from the command line using the T command (e.g. T "har*").
