1. Task Checklist
2. Administration
3. Patrons
4. Circulation
5. Cataloging
6. Tools
7. Reports
8. OPAC

Task Checklist

Administration

• Managing Comments & Tags
• Managing Purchase Suggestions

Patrons

• Creating patrons
• Merging patrons
• Deleting patrons
• Messaging preferences
• Uploading a patron image
• Fines

Circulation

• Workflow
• Checking In Items
• Checking Out Items
• Placing Holds
• Pulling Holds
• Holds F.A.Q.
• Item statuses
• ILL cards
• Item reimbursement
• Replacement responsibility
• Transfers cleanup
• Long overdue lost cleanup

Cataloging

• Cataloging policies
• Cataloging workflow
• Searching
• Matching
• Cataloging clean-up reports

Items

• Adding items
• Deleting items

Records

• Importing Z39.50 records
• Editing MARC records
• MARC reference sheet
• Series
• Combo pack
• Deleting a MARC record
• Using SHAREit for records

Tools

Calendar

• Accessing the calendar

Inventory

• Procedures: Android
• Procedures: iOS

Reports

• Custom reports
• Monthly statistical reports
• Excel reference sheet
• Bookmarking Reports

OPAC

• Logging in
• Searching
• Placing holds
• Your summary
• Renewing items
• Updating personal information
• Reading & search history
• Privacy settings
• Purchase suggestions
• Messaging preferences
• Lists
• Tags, comments and star ratings
• Readers’ advisory