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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

Creating TV Slides on USB from PowerPoint. 05/2023

Filtering - Computer Content Filtering

Forte / Dex Credit Card System

• Creating a Transaction
• Creating Daily Reports
• Voiding a transaction

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.

AWEStats - Collecting monthly statistics for AWE 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

Fix sluggish phone / How to reboot a phone

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

Downloadables

eBook Issues - Steps for Downloadable Book Problem Solving.

Libby Card Updating - Steps for merging old/online card #s with replacement/physical card #s for Libby.

Libby Magazine Kiosk - Steps for managing the Libby Magazine Kiosks.

Administration

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.

Passwords - in development

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

Munis - Munis for Hiring Managers

Staffbox - Temporary File Upload / Download for large files.

Request for Purchase ticket system

Request for Purchase process

Acting on tickets