Monday, February 27, 2012

Episode 5: Circulation Constellation

Part 1: Horizon Blocks
Adding Blocks to Customer Accounts
Blocks are the first thing you see when you scan a customer's card.
There are two different kinds of blocks
  1. Manual Blocks
  2. System Generated Blocks
Manual Blocks
  • Manual blocks are placed manually by library staff.
  • They must be deleted manually when the issue is resolved.
  • When these blocks are deleted they go into History Blocks.
  • Horizon keeps this information in History Blocks for a time and then automatically deletes it.
Examples of Manual blocks include the following.
  • Manually added fines/fees
  • Message to Borrower
  • See Supervisor Block
  • Note Block
Blocks should include a brief but detailed message with Branch Code and Initials of staff.  Example (TOM/KG)

Language in Blocks should always be professional.  Customers have the right to look at any block on their record.

System Generated Blocks
These blocks are generated by Horizon Examples of System Generated blocks include the following.
  • Overdues
  • Exceeded Maximums
  • Hold Notifications
These blocks are deleted when the issue is resolved.  Example:  When a Hold is checked out the Hold block goes away.  Kind of like a White Dwarf.

Blocks Currently Used
  • The following blocks restrict customers from using account.
    • aa supv:  See Supervisor blocks should only be added by a supervisor.
    • acr:  Address correction Requested.
  • The following blocks do not restrict customers from using account.
    • aa tape:  Missing Tape or Item Block
    • dNote:  HCPL Damaged Note
    • ecr:  HCPL Email Address Correction Requested
    • Note:  Comment Block- similar to Message to Borrower Block - Comments are not      specifically directed to customer
    • Message to Borrower-block can be seen by customer in IPAC.
Blocks That Should Be Deleted - They should definitely go into a Black Hole
  • After a customer has been spoken with about an issue like Missing Pieces, the block should be deleted.
  • Holds Deleted blocks should be deleted.
  • Damaged blocks should be deleted after customer is spoken with.
    • When blocks are deleted they go into the History Blocks.
See Harriet for the complete policy.

Part 2:  Changing Hold Pickup Location
  • Customers at times may want to change where their Hold is after it is on the Hold Shelf.
  • The following procedures enable staff to change the pickup location in Horizon.
  • You may want to suggest to the customer to change their location in Horizon.

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In Horizon, when you press ALT it will underline one letter of the words in the menu bar. Pressing ALT+ the letter underlined will take you to that menu. For example ALT+B will take you to the Borrower Menu.

F1Opens HelpF4+ESCCloses Current Process
F2Opens Edit | Search for an ItemALT+F4Closes Everything
F4Opens Find BorrowerCTRL+SSaves Changes
F5Opens Add New BorrowerCTRL+F6Moves to the Next Window
F6Opens Edit BorrowerCTRL+SHIFT+F6Moves to Previous Window
F8Toggles Between CKI/CKOPage DownMoves to Next Page
F9Activates the Navigation BarPage UpMoves to Previous Page
F10Prints Single Item SlipTab KeyMoves Cursor from Field to Field
F11Prints Multi-item SlipSHIFT+TABMoves Cursor to Previous Field
F12Opens Code Boxes

...3,2,1 On to the Quest!

Submit your answers to the questions below using the form on Harriet. A good practice is to first type your answers into a Word document. When you are finished, Copy/Paste your answers into the form. This may save you from losing your work. Be sure to submit after you have entered all your answers into the form.

Test Your Knowledge
It's not rocket science!!

  1. What are the two kinds of Blocks?
  2. True or False- Manual Blocks are deleted automatically by Horizon.
  3. What Blocks keep customers from checking out?
  4. True or False- Blocks should be added with no initials or branch code to protect the staff.
  5. List the six steps to change the Pickup Location of a Hold on the Hold Shelf.

If you have submitted all the correct answers to accomplish this mission, you will receive the Circulation Space Vehicle to add to your command. This will let you dig through our cramped but coveted Cargo Hold for a chance to win a great prize. Complete The Fleet by earning all ten vehicles, and you will also receive ten Intergalactic Training Credits.

F6 opens Edit Borros Code Bo

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