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===Sirsi WorkFlows Help===
===Sirsi WorkFlows Help===
:[[Offline]] ''aka StandAlone'' procedure.
:[[Offline]] - ''aka Stand Alone'' procedure.
:Canceled Holds on Hold Shelf [[CanceledHolds_on_HoldShelf|Report]]: Why and How.
:[[CircRules|Circulation Rules]] - Including circ periods, limits, and exceptions.
:Items that are marked [[LOST-ASSUM|long overdue]] (LOST-ASSUM).  How it works, and how to handle payments.
:[[Online]] library cards, and how to convert to a regular card.
:[[LOST-CLAIM|User Claims Lost]] (LOST-CLAIM) procedures.
:[[Neighbor]] library cards.
:[[Patron Status]] - Circ functions available to different delinquency statuses.  Also info on "Standing Map Policy" error message.
:[[Ephemeral]] checkout procedure
:[[LOST-CLAIM|User Claims Lost]] - LOST-CLAIM procedures: when a patron declares they've lost an item prior to it becoming LOST-ASSUM.
:[[LOST-ASSUM|Long Overdue]] items - LOST-ASSUM: How it works, and how to handle payments.
:[[Damaged]] Items - how to deal with damaged items.
:[[Damaged]] Items - how to deal with damaged items.
:[[Patron Status]] - Circ functions available to different delinquency statuses.  Also info on "Standing Map Policy" error message.
:[[CanceledHolds_on_HoldShelf|Canceled Holds on Hold Shelf]] Report - Why and How.
:[[CircRules|Circulation Rules]] Including exceptions, oddities, and unpublished rules.
:[[BlanketHolds|Blanket Holds]] - why and how to use them
:[[BlanketHolds|Blanket Holds]] - why and how to use them
:[[Test Cards]] - How to create
:[[Test Cards]] - How to create
:'''Hold, Predue, and Overdue Notifications''' ''This section is a work in progress''
:[[Today's Onshelf Hold Report]] - run it yourself from the circ desk!
::[[Overview]]
:'''Hold, Predue, and Overdue Notifications'''
::[[Workflows Entries]]
::[[Notice Schedule]] - Master Timeline for Notices (excluding Hold notifications)
::[[Notices]] - Information about our Predue and Overdue automated notification system.
::[[HoldSchedule|Hold Notice Schedule]] - Q: When do Hold Notices go out?  A: Multiple times per day.
::[[HoldSchedule|Schedule]] - When do hold notices go out?  A: Multiple times per day.
::[[Notice Examples]] - Examples of our notices.  Includes more than Hold / Predue / OD notices.
::[[Holds]] - Information about our hold automation system.
::[[Workflows Entries]] - related to notices and communication method choices.
::[[Overdues]] Timeline of Overdue Notices.


===Front Line Help Files===
===Front Line Help Files===
:[[Public Printing Issues]] - How to troubleshoot and resolve.
:[[Princh]] - How to Use and Troubleshooting
:Creating [[TV Slides]] on USB from PowerPoint. 05/2023
:[[HotSpot]] Procedures for Hot Spots
:[[Filtering]] - Computer Content Filtering
:[[Filtering]] - Computer Content Filtering
:'''Forte / Dex Credit Card System'''
:*Logging in with [[DexMFA|MFA]]
:*Creating a [[DexProcessing|Transaction]]
:*Creating Daily [[DexReports|Reports]]
:*[[DexVoiding|Voiding]] a transaction
:*[[DexProblems|Problems and Fixes]] Often a ''Location Conv Fees'' Error.


:'''EnvisionWare PC Reservation System''' (''PCRes'')
:'''EnvisionWare PC Reservation System''' (''PCRes'')
::Making [[PCRes Reservations]] by staff, on behalf of patron
::Making [[Group Reservations]] in PCRes
::Making [[Group Reservations]] in PCRes
::Guest Passes
::Guest Passes
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::Patron complaints / problems.
::Patron complaints / problems.


:'''Meeting Room Booking System''' (''[//www.mfrl.org/reservations MRBS]'')
:[[AWEStats|Child Computer Stats]] - Collecting monthly statistics for AWE and Magic Desktop machines.
:*General [[Meeting Room Booking System#Changes|Documentation]] of [//www.mfrl.org/reservations MRBS]
:*Listing of [[Meeting Room Booking System#Equipment|Equipment]] locations and contacts


===Phone System Reference===
===Phone System Reference===
Line 43: Line 53:
:[[Dialing Rules]] - When to use, or not use, '540' and other number combinations.
:[[Dialing Rules]] - When to use, or not use, '540' and other number combinations.
:[[General Use Cheat Sheet|Voicemail Cheat Sheet]]
:[[General Use Cheat Sheet|Voicemail Cheat Sheet]]
:[[Fix sluggish phone / How to reboot a phone]]
:Sangoma P315 Quick Start Guide [[:File:Value-based-phones-quick-start-guide.pdf|PDF]].  Additional P315 [[P315|Information]]
:[[Initiating Conference Calls]]
:[[Initiating Conference Calls]]
:[[Special Dialing Rules|Special Dialing Codes]] for phone system functionalities.
:[[Special Dialing Rules|Special Dialing Codes]] for phone system functionalities.
:[[CovidKitStatus|Covid Kit Status]] Changing the Covid test kit availability status message on phone system and website.
 
===Mobile Services Unit===
:Basic [[MSU Network Configuration]]
:Create [[Sliders for Display TVs]]


===Misc===
===Misc===
:[[Carousel]] - Creating slides for the front page Carousel  
:[[go.mfrl|go.mfrl.org]] website address / URL shortener
:[[Online Calendar]] Submission instructions
:[[Carousel]] - Creating slides for the www.mfrl.org front page "slider" Carousel  
:[[Passwords]] - How to change your eMail and Network Passwords
:[[BB_Wireless_Mics|Blacksburg Wireless Microphones]] - For sound system in lectern.


===Downloadables===
===Downloadables===
:[[eBook Issues]] - Steps for Downloadable Book Problem Solving.
:[[eBook Issues]] - Steps for Downloadable Book Problem Solving.
:[[Libby Magazine Kiosk]] - Steps for managing the Libby Magazine Kiosks.


 
== Administrative ==
 
== Administration ==
:[[eMail Lists]] - How to send mass emails to all or segments of MFRL employees.
:[[eMail Lists]] - How to send mass emails to all or segments of MFRL employees.
:[[Okta]] - Access manager; primarily for accessing MC's Huckleberry Newsletter site.
:How to set up "Out of Office" [[Auto-Reply]] for your email.
:How to set up "Out of Office" [[Auto-Reply]] for your email.
:[[Passwords]] - in development
:Using County [[Vehicle]] (Dodge Caravan minivan).
:Using County [[Vehicle]] (Dodge Caravan minivan).
:[[Spark]] for employees with dedicated workstations
:[[Spark]] for employees with dedicated workstations
:Hosting or participating in [[GoToMeeting]] meetings
:How to use [[Citrix for Hiring]] Managers
:How to use [[Citrix for Hiring]] Managers
:[[Munis]] - Munis for Hiring Managers
:[[Staffbox]] - Temporary File Upload / Download for large files.


===Request for Purchase ticket system===  
===Request for Purchase ticket system===  
:Request for [[RforP|Purchase]] process
:Request for [[RforP|Purchase]] process
:[[Single ticket]] viewer
:[[Acting on tickets]]
:[[Acting on a ticket]]

Latest revision as of 13:37, 13 May 2025

Montgomery-Floyd Regional Library Staff Wiki

Circ Desk Issues

Major Issues

What to do if the system(s) go down

Sirsi WorkFlows Help

Offline - aka Stand Alone procedure.
Circulation Rules - Including circ periods, limits, and exceptions.
Online library cards, and how to convert to a regular card.
Neighbor library cards.
Patron Status - Circ functions available to different delinquency statuses. Also info on "Standing Map Policy" error message.
Ephemeral checkout procedure
User Claims Lost - LOST-CLAIM procedures: when a patron declares they've lost an item prior to it becoming LOST-ASSUM.
Long Overdue items - LOST-ASSUM: How it works, and how to handle payments.
Damaged Items - how to deal with damaged items.
Canceled Holds on Hold Shelf Report - Why and How.
Blanket Holds - why and how to use them
Test Cards - How to create
Today's Onshelf Hold Report - run it yourself from the circ desk!
Hold, Predue, and Overdue Notifications
Notice Schedule - Master Timeline for Notices (excluding Hold notifications)
Hold Notice Schedule - Q: When do Hold Notices go out? A: Multiple times per day.
Notice Examples - Examples of our notices. Includes more than Hold / Predue / OD notices.
Workflows Entries - related to notices and communication method choices.

Front Line Help Files

Princh - How to Use and Troubleshooting
Creating TV Slides on USB from PowerPoint. 05/2023
HotSpot Procedures for Hot Spots
Filtering - Computer Content Filtering
Forte / Dex Credit Card System
EnvisionWare PC Reservation System (PCRes)
Making PCRes Reservations by staff, on behalf of patron
Making Group Reservations in PCRes
Guest Passes
Extending time
How it works (time intervals, etc)
Patron complaints / problems.
Child Computer Stats - Collecting monthly statistics for AWE and Magic Desktop machines.

Phone System Reference

Directory of extensions at all branches
Hold / Park / Transfer differences
Dialing Rules - When to use, or not use, '540' and other number combinations.
Voicemail Cheat Sheet
Sangoma P315 Quick Start Guide PDF. Additional P315 Information
Initiating Conference Calls
Special Dialing Codes for phone system functionalities.
Covid Kit Status Changing the Covid test kit availability status message on phone system and website.

Mobile Services Unit

Basic MSU Network Configuration
Create Sliders for Display TVs

Misc

go.mfrl.org website address / URL shortener
Carousel - Creating slides for the www.mfrl.org front page "slider" Carousel
Passwords - How to change your eMail and Network Passwords
Blacksburg Wireless Microphones - For sound system in lectern.

Downloadables

eBook Issues - Steps for Downloadable Book Problem Solving.
Libby Magazine Kiosk - Steps for managing the Libby Magazine Kiosks.

Administrative

eMail Lists - How to send mass emails to all or segments of MFRL employees.
Okta - Access manager; primarily for accessing MC's Huckleberry Newsletter site.
How to set up "Out of Office" Auto-Reply for your email.
Using County Vehicle (Dodge Caravan minivan).
Spark for employees with dedicated workstations
Hosting or participating in GoToMeeting meetings
How to use Citrix for Hiring Managers
Staffbox - Temporary File Upload / Download for large files.

Request for Purchase ticket system

Request for Purchase process
Acting on tickets
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