11

Millennium Circulation Millennium Circulation Training ManualTraining Manual

22

Table of ContentsTable of Contents

• Logging OnLogging On• Checking Books InChecking Books In• Patron ProcessingPatron Processing

• Checking Books OutChecking Books Out• Renewing BooksRenewing Books

• Creating a New PatronCreating a New Patron• Editing a Patron’s RecordEditing a Patron’s Record

• Recalling ItemsRecalling Items• Creating FinesCreating Fines• Paying FinesPaying Fines

• Forgiving FinesForgiving Fines

33

Logging OnLogging On• To begin logging onto To begin logging onto

Millennium, click on Millennium, click on the Millennium icon the Millennium icon on the Desktop on the Desktop indicated by the indicated by the arrow. arrow.

• You will see the gray You will see the gray pop-up box asking for pop-up box asking for a “Username” and a “Username” and “Password.” Enter “Password.” Enter milcircmilcirc for both. for both.

44

Logging On (2)Logging On (2)

• You will see another You will see another pop-up box asking for pop-up box asking for “Initials” and “Initials” and “Password.” Enter “Password.” Enter circcirc for both. for both.

• There will be a brief There will be a brief pause while the pause while the program loads.program loads.

55

Circulation DeskCirculation Desk• Once Millennium is Once Millennium is

loaded you will see loaded you will see this screen. this screen.

• Look at the menu on Look at the menu on the left and notice that the left and notice that you are on the you are on the “Circulation Desk” “Circulation Desk” tab.tab.

66

Checking Books In Checking Books In

• To check books in first To check books in first click on the “Check-In” click on the “Check-In” button.button.

77

Checking Books In (2)Checking Books In (2)

• Next you would click Next you would click on the white space and on the white space and scan the books. scan the books.

• Since we have no Since we have no books in front of us, books in front of us, type the following type the following number: number: 110000331315.110000331315.

• Then click on the Then click on the “Search” button.“Search” button.

88

Checking Books In (3)Checking Books In (3)

• The book is now The book is now checked in.checked in.

99

Checking Books In (4)Checking Books In (4)

• Notice that when a book is Notice that when a book is overdue the fine shows up overdue the fine shows up under the “Amount Due” under the “Amount Due” heading and the number of heading and the number of days the book was late days the book was late shows up under the shows up under the “Status” heading.“Status” heading.

• Notice that the exact date Notice that the exact date the book was due is not the book was due is not listed on this screen.listed on this screen.

1010

Patron ProcessingPatron Processing

• You may access a You may access a patron’s record in one patron’s record in one of two ways.of two ways.

• Arrow 1 indicates Arrow 1 indicates where to scan a where to scan a patron’s ID.patron’s ID.

• Arrow 2 indicates the Arrow 2 indicates the “Search” button that “Search” button that allows you to manually allows you to manually search for patrons. search for patrons.

1

2

1111

Patron Processing (2)Patron Processing (2)

• When you choose to When you choose to search for a patron search for a patron manually, you will get manually, you will get the following drop the following drop down menu.down menu.

• We can search for We can search for patrons by Barcode, patrons by Barcode, Name, and Unique ID.Name, and Unique ID.

1212

Patron Processing (3)Patron Processing (3)

• Barcode is the barcode on Barcode is the barcode on the patron’s ID. the patron’s ID.

• Name is the patron’s full Name is the patron’s full name. This should be name. This should be entered entered Last Name, First Last Name, First NameName as it was in NOTIS. as it was in NOTIS.

• Unique ID is the patron’s Unique ID is the patron’s Social Security Number. Social Security Number. Enter this number without Enter this number without dashes.dashes.

1313

Patron Processing (4)Patron Processing (4)

• The sample patron is The sample patron is Scooby Doo. To locate Scooby Doo. To locate his patron record click his patron record click on “Name” in the drop on “Name” in the drop down menu and enter down menu and enter Doo, ScoobyDoo, Scooby. Then . Then click “Search.” click “Search.”

1414

Patron Processing (5)Patron Processing (5)

• When a patron’s record is When a patron’s record is loaded, any messages loaded, any messages attached to their record will attached to their record will pop up on the screen.pop up on the screen.

• ““On the Fly” is a message On the Fly” is a message that pops up when a that pops up when a patron is entered into the patron is entered into the system manually. system manually.

• Examples of this are Examples of this are Alumni Association or Alumni Association or Thomas Cooper Society Thomas Cooper Society members. Click “OK” to members. Click “OK” to continue.continue.

1515

Patron Processing (6)Patron Processing (6)

• If a patron has a hold If a patron has a hold item waiting for them, item waiting for them, a reminder will pop up. a reminder will pop up. Click “OK” to continue. Click “OK” to continue.

1616

Patron Processing (7)Patron Processing (7)

• Arrow 1 indicates Mr. Arrow 1 indicates Mr. Doo’s patron Doo’s patron information including information including Barcode, Address, Barcode, Address, Patron type, Amount Patron type, Amount of Fines, and Unique of Fines, and Unique ID.ID.

• Arrow 2 indicates the Arrow 2 indicates the place to scan items for place to scan items for check out. check out.

1

2

1717

Patron Processing (8)Patron Processing (8)

• The tabs along the middle of the The tabs along the middle of the page allow you to access the page allow you to access the check out screen, checked out check out screen, checked out items, holds, fines, and the items, holds, fines, and the check in screen. check in screen.

• Please note the fines tab is red. Please note the fines tab is red. If a patron has an item on hold, If a patron has an item on hold, fines, or checked out items, fines, or checked out items, those tabs will be red. those tabs will be red.

• When you are finished with this When you are finished with this patron’s record make sure to hit patron’s record make sure to hit the “Close” button at the top the “Close” button at the top right of the page.right of the page.

1818

Checking Books OutChecking Books Out

• Pull up Wonder Woman’s Pull up Wonder Woman’s patron record.patron record.

• To check out items click on To check out items click on the white box and scan the the white box and scan the barcodes. barcodes.

• Since we have no books to Since we have no books to scan, enter the following scan, enter the following barcode: barcode: 110000331315.110000331315.

• Then click “Search.”Then click “Search.”

1919

Checking Books Out (2)Checking Books Out (2)

• Books and ThingsBooks and Things will will be checked out to be checked out to Wonder Woman. Wonder Woman.

• Notice that the due Notice that the due date will appear on the date will appear on the right of the screen.right of the screen.

2020

Renewing booksRenewing books

• To renew books first To renew books first click on the “Renew” click on the “Renew” icon. icon.

2121

Renewing books (2)Renewing books (2)

• Next scan each book’s Next scan each book’s barcode. barcode.

• Since there are no Since there are no books in front of us, books in front of us, type the following type the following barcode: barcode: 110000331315110000331315..

• Then click “Search.”Then click “Search.”

2222

Renewing Books (3)Renewing Books (3)

• A message will appear A message will appear asking you if you asking you if you would like to renew the would like to renew the item to the patron.item to the patron.

• If the it is the correct If the it is the correct patron, click “Yes.”patron, click “Yes.”

2323

Renewing Books (4)Renewing Books (4)

• This message will appear if This message will appear if patrons try to renew too soon patrons try to renew too soon after check-out.after check-out.

• An example of this would be a An example of this would be a Graduate student. Because Graduate student. Because Graduate students get semester Graduate students get semester check-out they can only renew check-out they can only renew close to the end of each close to the end of each semester after they have semester after they have registered for the next registered for the next semester’s classes.semester’s classes.

• To continue to renew the book To continue to renew the book click “Override.” You would click “Override.” You would very rarely choose this option.very rarely choose this option.

2424

Renewing Books (5)Renewing Books (5)

• The book’s title and The book’s title and the new due date will the new due date will appear on this screen. appear on this screen.

• The book is now The book is now renewed.renewed.

2525

Creating a New PatronCreating a New Patron

• To create a new patron To create a new patron click on the click on the “Circulation Desk” “Circulation Desk” button.button.

• Then click on the Then click on the “New” button.“New” button.

2626

Creating a New Patron (2)Creating a New Patron (2)

• There will be a series of There will be a series of pop up boxes asking for pop up boxes asking for patron information. patron information.

• The first box will ask for The first box will ask for the “Expiration Date.” the “Expiration Date.” Enter the date in the Enter the date in the following format: following format: ddmmyyyyddmmyyyy. For training . For training purposes enter the end of purposes enter the end of the semester the semester 08/19/200508/19/2005. . Then click “Next.”Then click “Next.”

2727

Creating a New Patron (3)Creating a New Patron (3)

• The next box will ask The next box will ask for the “Patron Type.” for the “Patron Type.” Double click in the pink Double click in the pink shaded area between shaded area between the zeros.the zeros.

2828

Creating a New Patron (4)Creating a New Patron (4)

• A box will pop up with A box will pop up with the different patron the different patron types. Click on the types. Click on the appropriate patron type appropriate patron type making sure that you making sure that you choose one of the choose one of the “Columbia” categories. “Columbia” categories.

• For training purposes For training purposes select “Columbia select “Columbia Faculty.” Then click Faculty.” Then click “OK.”“OK.”

2929

Creating a New Patron (5)Creating a New Patron (5)

• Your choice will now Your choice will now show up in the pop up show up in the pop up box. If you chose the box. If you chose the appropriate category, appropriate category, click “next” to proceed.click “next” to proceed.

3030

Creating a New Patron (6)Creating a New Patron (6)

• The next box will ask The next box will ask for “Home Library.” for “Home Library.”

• Double click between Double click between the “nones.”the “nones.”

3131

Creating a New Patron (7)Creating a New Patron (7)

• A box will pop up A box will pop up listing possible home listing possible home libraries. libraries.

• Click on “Columbia Click on “Columbia Cooper.” Then click Cooper.” Then click “OK.”“OK.”

3232

Creating a New Patron (8)Creating a New Patron (8)

• Just like before, make Just like before, make sure you selected the sure you selected the correct home library, correct home library, “Columbia Cooper” “Columbia Cooper” and then click “Next.”and then click “Next.”

3333

Creating a New Patron (9)Creating a New Patron (9)

• The next box will appear The next box will appear closer to the top of the closer to the top of the screen. It will ask for the screen. It will ask for the “Name.”“Name.”

• Enter the patron’s name as Enter the patron’s name as follows: follows: Last Name, First Last Name, First NameName..

• For training purposes For training purposes enter: enter: Woman, WonderWoman, Wonder..

• Then click “Next.”Then click “Next.”

3434

Creating a New Patron (10)Creating a New Patron (10)

• The next box will ask for The next box will ask for the “Address.”the “Address.”

• Enter the street address Enter the street address on the first line. For on the first line. For training purposes enter: training purposes enter: 228 Incredible Lane228 Incredible Lane..

• Enter the city, state, and Enter the city, state, and zip code on the second zip code on the second line. For training purposes line. For training purposes enter: enter: 44thth Kingdom, SC Kingdom, SC 2922829228. .

• Then click “Next.”Then click “Next.”

3535

Creating a New Patron (11)Creating a New Patron (11)

• This box allows you to This box allows you to add a secondary add a secondary address. You would address. You would enter this address in enter this address in the same format as the the same format as the first address.first address.

• For training purposes For training purposes pretend our patron has pretend our patron has no secondary address.no secondary address.

• Click “Next.”Click “Next.”

3636

Creating a New Patron (12)Creating a New Patron (12)

• The next box will ask The next box will ask for the “Telephone” for the “Telephone” Number. Number.

• Unfortunately Wonder Unfortunately Wonder Woman’s phone was Woman’s phone was disconnected last disconnected last week. Don’t enter a week. Don’t enter a phone number for her phone number for her

• Click “Next.” Click “Next.”

3737

Creating a New Patron (13)Creating a New Patron (13)

• The next box will ask The next box will ask for the “Unique ID No.” for the “Unique ID No.” This is the Social This is the Social Security Number.Security Number.

• For training purposes For training purposes enter: enter: 618634875618634875..

• Then click “Next.”Then click “Next.”

3838

Creating a New Patron (14)Creating a New Patron (14)

• The next box will ask The next box will ask for the “Barcode.” for the “Barcode.” Normally you would Normally you would scan the back of the scan the back of the patron’s card. patron’s card.

• For our purposes For our purposes manually manually enter:enter:48596236578014859623657801

• Then click “Next.”Then click “Next.”

3939

Creating a New Patron (15)Creating a New Patron (15)

• The next box will ask The next box will ask for the patron’s “Email” for the patron’s “Email” address.address.

• For training purposes For training purposes enter: enter: woman@sc.eduwoman@sc.edu..

• Then click “Next.”Then click “Next.”

4040

Creating a New Patron (16)Creating a New Patron (16)

• The next screen is the most The next screen is the most important one. important one.

• This is a training session, This is a training session, therefore our patron already therefore our patron already exists. DO NOT click save. exists. DO NOT click save.

• Normally you would have to Normally you would have to click the “Save” button, or all of click the “Save” button, or all of the information you just entered the information you just entered would be lost. After this session would be lost. After this session always make sure to click always make sure to click “Save” before exiting a patron’s “Save” before exiting a patron’s record.record.

• For training purposes click the For training purposes click the “x” to close the box.“x” to close the box.

4141

Creating a New Patron (17)Creating a New Patron (17)

• This is what the screen will This is what the screen will look like after successfully look like after successfully creating a patron.creating a patron.

• This is Wonder Woman’s This is Wonder Woman’s patron record screen. patron record screen.

• To view her patron To view her patron information screen simply information screen simply click the view button.click the view button.

4242

Editing a Patron’s RecordEditing a Patron’s Record

• To edit a patron’s To edit a patron’s record click on the record click on the “Edit” button. “Edit” button.

4343

Editing a Patron’s Record (2)Editing a Patron’s Record (2)

• A box including all of the A box including all of the patron’s personal patron’s personal information will appear. information will appear.

• In order to edit double click In order to edit double click on whichever field you on whichever field you would like to change.would like to change.

• If any information needs to If any information needs to be added click the “Insert” be added click the “Insert” button.button.

4444

Editing a Patron’s Record (3)Editing a Patron’s Record (3)

• For example: To edit For example: To edit Wonder Woman’s Wonder Woman’s name click on the name click on the “Name” field and type “Name” field and type DeniseDenise as a middle as a middle name.name.

• Next click the “Insert” Next click the “Insert” button.button.

4545

Editing a Patron’s Record (4)Editing a Patron’s Record (4)

• After clicking the drop After clicking the drop down menu choose down menu choose “Note” to enter a “Note” to enter a message into the note message into the note field. field.

4646

Editing a Patron’s Record (5)Editing a Patron’s Record (5)

• Enter the message: Enter the message: Beware of super Beware of super powerspowers..

• Then click “OK.”Then click “OK.”

4747

Editing a Patron’s Record (6)Editing a Patron’s Record (6)

• You will see your You will see your message in the note message in the note field.field.

• Again make sure to Again make sure to click the “save” button, click the “save” button, or all changes will be or all changes will be lost.lost.

4848

Editing a Patron’s Record (7)Editing a Patron’s Record (7)

• After clicking the After clicking the “Save” button the “Save” button the patron’s record will patron’s record will reflect any changes reflect any changes made.made.

4949

Recalling ItemsRecalling Items

• To recall an item start To recall an item start by clicking the by clicking the “Search/Hold” button. “Search/Hold” button.

• You will see this You will see this screen.screen.

5050

Recalling Items (2)Recalling Items (2)

• Click the arrow beside Click the arrow beside “Title” for a drop down “Title” for a drop down menu. You can search menu. You can search by any of the by any of the categories listed. categories listed.

• For our purposes click For our purposes click on “Title.”on “Title.”

5151

Recalling Items (3)Recalling Items (3)

• Type the title Type the title Without Without My WigMy Wig

• From this screen we From this screen we can choose to limit the can choose to limit the search. search.

• Click on the “Limit” Click on the “Limit” button.button.

5252

Recalling Items (4)Recalling Items (4)

• You can limit your search You can limit your search by any of the choices by any of the choices listed.listed.

• The most common reason The most common reason we will choose to limit our we will choose to limit our search is to look for books search is to look for books located only at a specific located only at a specific library. library.

• Click on “WHERE item is Click on “WHERE item is located.”located.”

5353

Recalling Items (5)Recalling Items (5)

• Select the library or Select the library or collection for which collection for which you want to limit your you want to limit your search. search.

• For training purposes For training purposes select “Columbia select “Columbia Thomas Cooper.”Thomas Cooper.”

• Then click “Save.”Then click “Save.”

5454

Recalling Items (6)Recalling Items (6)

• Next click “Apply.”Next click “Apply.”

5555

Recalling Items (7)Recalling Items (7)

• Next click the “Search” Next click the “Search” button.button.

5656

Recalling Items (8)Recalling Items (8)

• You will see the book’s You will see the book’s information including information including availability status. availability status.

• Click on the “Hold Click on the “Hold Selected Item” button.Selected Item” button.

5757

Recalling Items (9)Recalling Items (9)

• You will get a pop up You will get a pop up box asking for patron box asking for patron information. As information. As before, we can enter before, we can enter patrons by Barcode, patrons by Barcode, Name, or Unique ID.Name, or Unique ID.

5858

Recalling Items (10)Recalling Items (10)

• Let’s go back into Let’s go back into Wonder Woman’s Wonder Woman’s record. record.

• Search for her by Search for her by “Name.”“Name.”

• Then click “Search.”Then click “Search.”

5959

Recalling Items (11)Recalling Items (11)

• This pop up box will ask first for This pop up box will ask first for “Pickup Location.” This field “Pickup Location.” This field should always say “cc.”should always say “cc.”

• Next you are asked for dates: Next you are asked for dates: “Not Wanted Before” and “Not “Not Wanted Before” and “Not Wanted After.” Wanted After.”

• ““Not Wanted Before” has to be Not Wanted Before” has to be today’s date or later. “Not today’s date or later. “Not Wanted After” must be a date Wanted After” must be a date after the “Not Wanted Before” after the “Not Wanted Before” date. date. Confusing enough? Confusing enough?

• Type Type today’s datetoday’s date for the first for the first date and date and 08/19/200508/19/2005 for the for the second. Then click “OK.”second. Then click “OK.”

6060

Recalling Items (12)Recalling Items (12)

• When you see this box When you see this box you will always choose you will always choose to recall the item with to recall the item with the listed due date. the listed due date.

• Click on that selection.Click on that selection.

6161

Recalling Items (13)Recalling Items (13)

• This screen will give This screen will give you confirmation that you confirmation that the book has a hold on the book has a hold on it. it.

6262

Recalling Items (14)Recalling Items (14)

• Always go back into a Always go back into a patron’s record to patron’s record to make sure the hold is make sure the hold is listed. listed.

6363

Creating FinesCreating Fines

• To create a fine first go To create a fine first go into a patron’s record.into a patron’s record.

• We want to add fines We want to add fines to Lisa Simpson’s to Lisa Simpson’s record. Pull up her record. Pull up her patron record. patron record.

• Then click the “Fines” Then click the “Fines” tab.tab.

6464

Creating Fines (2)Creating Fines (2)

• You can see that right You can see that right now Ms. Simpson now Ms. Simpson owes no fines. owes no fines.

• To create a fine click To create a fine click the “Add Charge” the “Add Charge” button.button.

6565

Creating Fines (3)Creating Fines (3)

• You will be asked for an You will be asked for an Amount, a Reason, and a Amount, a Reason, and a Location. Location.

• Under Amount type Under Amount type $5.00.$5.00.• Under Reason type Under Reason type

PhotoduplicationPhotoduplication..• Under Location make sure Under Location make sure

you always see you always see cccc..• Then click “OK.”Then click “OK.”

6666

Creating Fines (4)Creating Fines (4)

• You can see that she You can see that she now owes $5.00 and now owes $5.00 and the “Fines” tab is now the “Fines” tab is now red.red.

6767

Paying FinesPaying Fines

• In order to pay fines In order to pay fines you have to click on you have to click on the “Collect Money” the “Collect Money” button. button.

6868

Paying Fines (2)Paying Fines (2)

• A box asking for A box asking for “Amount To Collect” “Amount To Collect” will pop up. Enter the will pop up. Enter the amount paid.amount paid.

• Enter Enter $2.00$2.00 and click and click “OK.”“OK.”

6969

Paying Fines (3)Paying Fines (3)

• You will be asked if You will be asked if you would like to waive you would like to waive the remaining fines. the remaining fines. ALWAYS select “No.”ALWAYS select “No.”

7070

Paying Fines (4)Paying Fines (4)

• You will see a copy of You will see a copy of the receipt.the receipt.

• Click “Print.”Click “Print.”• A copy of the receipt A copy of the receipt

will print.will print.

7171

Paying Fines (5)Paying Fines (5)

• The patron’s record The patron’s record will now reflect the will now reflect the payment.payment.

• Ms. Simpson now Ms. Simpson now owes $3.00.owes $3.00.

7272

Paying Fines (6)Paying Fines (6)

• If you need to view If you need to view more detailed more detailed information about a information about a fine right click fine right click anywhere on the fine anywhere on the fine and then click “View and then click “View This Fine.”This Fine.”

7373

Paying Fines (7)Paying Fines (7)

• From this screen you From this screen you can see more detailed can see more detailed information and can information and can adjust the fine amount. adjust the fine amount.

7474

Forgiving FinesForgiving Fines

• In order to forgive fines In order to forgive fines first select the fine you first select the fine you intend to forgive by intend to forgive by clicking on the box clicking on the box next to it. next to it.

• Then click the “Waive Then click the “Waive Charges” button.Charges” button.

7575

Forgiving Fines (2)Forgiving Fines (2)

• You will be asked to You will be asked to confirm that you want confirm that you want to waive the selected to waive the selected fines. fines.

• Click “Yes.”Click “Yes.”

7676

Forgiving Fines (3)Forgiving Fines (3)

• You will see a copy of You will see a copy of the receipt.the receipt.

• Click “Print.”Click “Print.”• A copy of the receipt A copy of the receipt

will print.will print.

7777

Forgiving Fines (4)Forgiving Fines (4)

• As you can see no As you can see no fines are listed. fines are listed.

7878

The EndThe End