A Quick Reference to Circulation Procedures Science Library – UAlbany

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A Quick Reference to Circulation Procedures Science Library – UAlbany Presented by the Circulation Staff. Using “Aleph:” Basic Check-in :. Using “Aleph:” Basic Check-in : Click on the tab with the down arrow icon on it. Using “Aleph:” Basic Check-in : - PowerPoint PPT Presentation

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A Quick Reference to Circulation Procedures

Science Library – UAlbany

Presented by the Circulation Staff

Using “Aleph:”Basic Check-in:

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

2. Scan the barcode in the back cover of the book using laser scanner (note: no SUNY Card is needed).

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

2. Scan the barcode in the back cover of the book using laser scanner (note: no SUNY Card is needed).

3. The receipt will print automatically (“route to” slip may print for certain items).

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

2. Scan the barcode in the back cover of the book using laser scanner (note: no SUNY Card is needed).

3. The receipt will print automatically (“route to” slip may print for certain items).

4. Give the patron their receipt.

Using “Aleph:”Basic Check-in:

1. Click on the tab with the down arrow icon on it.

2. Scan the barcode in the back cover of the book using laser scanner (note: no SUNY Card is needed).

3. The receipt will print automatically (“route to” slip may print for certain items).

4. Give the patron their receipt.

5. Place book/s on the truck behind the Circulation Desk.

Using “Aleph:”Basic Check-out:

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

2. Verify the patron in front of you matches the picture on their ID.

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

2. Verify the patron in front of you matches the picture on their ID.

3. Swipe magnetic strip on card. If the patron record is not found then scan the barcode.

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

2. Verify the patron in front of you matches the picture on their ID.

3. Swipe magnetic strip on card. If the patron record is not found then scan the barcode.

4. Scan barcode in “Item” field (receipt will print with due date). If checking multiple items, wait for receipt to print before scanning the next item barcode.

Using “Aleph:”Basic Check-out:

1. Click on the tab with the right arrow icon on it.

2. Verify the patron in front of you matches the picture on their ID.

3. Swipe magnetic strip on card. If the patron record is not found then scan the barcode.

4. Scan barcode in “Item” field (receipt will print with due date). If checking multiple items, wait for receipt to print before scanning the next item barcode.

5. Put the receipt into the book with the top sticking out.

Using “Aleph:”Basic Check-out:

6. Pass spine of any books being checked out along the magnetic desensitizer brick.

Using “Aleph:”Basic Check-out:

6. Pass spine of any books being checked out along the magnetic desensitizer brick.

7. Do not tell the patron when the item is due. Tell the patron the “Due Date is on the receipt.”

Using the Cash Register:Making Change:

Using the Cash Register:Making Change:

1. Enter cash register number.

Using the Cash Register:Making Change:

1. Enter cash register number.

2. Press the “Cashier Number” key.

Using the Cash Register:Making Change:

1. Enter cash register number

2. Press the “Cashier Number” key.

3. Press the “NS” (no sale) key and the drawer will open.

Using the Cash Register:Making Change:

1. Enter cash register number

2. Press the “Cashier Number” key.

3. Press the “NS” (no sale) key and the drawer will open.

4. Make proper change and recount the money as you hand it to the patron.

Using “Aleph:”Collecting fines (on the computer by the register):

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

2. Click on the tab with the face icon on it.

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

2. Click on the tab with the face icon on it.

3. Under the heading Patron Activity, click on “Cash.”

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

2. Click on the tab with the face icon on it.

3. Under the heading Patron Activity, click on “Cash.”

4. Choose the payment method by using the drop down menu. Double click on Cash, Check, or Charge.

Using “Aleph:”Collecting fines (on the computer by the register):

1. Swipe SUNY Card (or scan barcode).

2. Click on the tab with the face icon on it.

3. Under the heading Patron Activity, click on “Cash.”

4. Choose the payment method by using the drop down menu. Double click on Cash, Check, or Charge.

5. Click “OK” (if paying by charge, do not press “OK” until you get the authorization).

Using the Cash RegisterCollecting fines (with cash or check):

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

Using the Cash RegisterCollecting fines (with cash or check):

1. Enter cashier number.

2. Press the “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

6. Press “Cash” or “Check” key.

Using the Cash RegisterCollecting fines (with cash or check):

7. Staple cash register receipt to the first computer printout and give it to the patron.

Using the Cash RegisterCollecting fines (with cash or check):

7. Staple cash register receipt to the first computer printout and give it to the patron.

8. Take second computer printout, initial it, and place face down in the tray labeled “Carbon Copy of Payment Receipts.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

6. Press “M/C” (MasterCard) or “Visa” key, according to the logo on the card.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

1. Enter cashier number.

2. Press “Cashier Number” key.

3. Press keys for dollars/cents amount of fines (do not use decimal point, e.g. 123 = $1.23).

4. Press “Fines” key.

5. Press “Subtotal” key.

6. Press “M/C” (MasterCard) or “Visa” key, according to the logo on the card.

Please Note: We do not take Discover card or Podium money.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

8. Wait for response. The drawer will automatically open when the transaction is approved.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

8. Wait for response. The drawer will automatically open when the transaction is approved.

9. Have the patron sign the receipt.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

8. Wait for response. The drawer will automatically open when the transaction is approved.

9. Have the patron sign the receipt.

10.Press the “RCPT” key for the patron’s receipt. You must press this key, the register will be locked until the key is pressed.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

7. Swipe credit card beside the register with the magnetic strip down and away from the register.

8. Wait for response. The drawer will automatically open when the transaction is approved.

9. Have the patron sign the receipt.

10.Press the “RCPT” key for the patron’s receipt. You must press this key, the register will be locked until the key is pressed.

11.Place signed receipt in register.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

12.Give patron copy of the aleph receipt with the register receipt stapled to it. Also make sure you give the patron any check-in slips you may have.

Using the Cash RegisterCollecting fines (with MasterCard or Visa):

12.Give patron copy of the aleph receipt with the register receipt stapled to it. Also make sure you give the patron any check-in slips you may have.

13.Write you name on the second copy of the Aleph receipt and place face down in the tray labeled “Carbon Copy of Payment Receipts.”

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

2. Find the item – is it an article or a book?

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

2. Find the item – is it an article or a book?

3. Articles are on the top shelf in the service office.

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

2. Find the item – is it an article or a book?

3. Articles are on the top shelf in the service office.

4. If unable to find ILL material, ask patron when notification was received. It takes 2 business days for material to arrive at this library.

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Articles:

1. Articles do not get checked out – Just give them to the patron.

2. Find the item – is it an article or a book?

3. Articles are on the top shelf in the service office.

4. If unable to find ILL material, ask patron when notification was received. It takes 2 business days for material to arrive at this library.

5. Any ILL problems, contact the ILL office at the Main Library.

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

8. Click “print receipt.”

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

8. Click “print receipt.”

9. Give patron the receipt.

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

8. Click “print receipt.”

9. Give patron the receipt.

10.For additional ILL items, click in the “TN” number box again and repeat steps 6-9.

In the “ILLIAD Circulation”SUNY Card is not needed for check-in or check-out

Check in/out ILL Books/Media (Use computer near register):

6. Choose ILLIAD Circulation explorer window.

7. Scan or type the “TN” number. It will automatically check in/out.

8. Click “print receipt.”

9. Give patron the receipt.

10.For additional ILL items, click in the “TN” number box again and repeat steps 6-9.

11.Any ILL problems, contact the ILL office at the Main Library.

Holds and Recalls

Holds and Recalls1. Can be done by the patron from their “My Minerva” account.

Holds and Recalls1. Can be done by the patron from their “My Minerva” account.

2. We can also do a hold if necessary. If no staff are available, refer the patron to the Main Library Circulation Desk.

Designed by:

Jess Smith,

Nancy Davis,

Charlene Hornyak,

and Leslie Newell

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