Circulation Desktop

General circulation 
» Circulation tips & news
» Circulation forms 
» Circulation policies & procedures
» Property settings - workflows
» Charge History - patron privacy & best practices
» Entering patron records
» Error reporting form
» Reports & printing procedures
» Updating your library calendar
» Barcode prefixes 
» Creating a brief title - ILL
» Offline Workflows - instructions for using Workflows off-line

Circulation Sets

» Creating Circulation Set Records
» Creating and Managing Circulation Sets
» Circulation Sets FAQ

Holds
» Placing a hold
» Using the Onshelf Items Wizard
» Overriding holds at checkout 
» Suspending holds
» Viewing available holds at checkout 
» Placing blanket holds

» more

Lost/Claimed Returned Items
» Marking an Item Lost
» Accepting Payment for Lost Items
» Marking an Item Missing
» Setting an Item to Claimed Returned
» Assumed lost schedule
» Replacing Materials – how libraries would like their items reimbursed

» more

Bills
» Billing a user
» Adding a Bill Note
» Billing at discharge - missing items
» Viewing bills on an item 
» Viewing bills on a discarded item

» more

Training Materials & Information
» Training Checklist
» Essential circ skills
» Intro to Workflows
» Properties - copying from another PC
» IS&D - simple view of copies
» IS&D - print all search results
» Special circ functions
» Searching Workflows - tips & manual
» Standalone Client - instructions for using Workflows off-line
» Workflows Training is available online through Mentor from SirsiDynix. Contact support@sailsinc.org for a login.