The Access/Circulation Committee will recommend system-wide policies, set system-wide procedures, and advocate for excellent customer service in all areas of library circulation.
Each location in our system has codes, based on our agencies, buildings, and Symphony that track items, patrons, and locations. keywords: library codes, acronyms, letters, abbreviations.
How staff can help patrons during short-term closures and when there are community emergencies, like inclement weather. keywords - fire, weather, emergency, closure
When you are creating user records for multiple patrons who have the same address and other info the Copy User Wizard speeds up the process and prevents Symphony freezing while creating the records.
Crate colors show what type of items are in each crate. Streamers show specific information, especially if a crate color is used outside its usual purpose.
How to withdraw materials to be discarded. Keywords: staff connect, Title Wave, Rose City Reads, discard cart, problem shelf, decision, weeding, condition
What to do when a patron has more than one active library record. Duplicate records should be deleted, leaving one active account per patron. N/A for staff administrative cards, EDU and LOS cards.
Educator library accounts are available to teachers and other educators who support learning in the community. Keywords educator, educator card, edu, edu card
An Exhibition (or Exhibition Group) is a user-curated collection of titles. These collections can then be assigned to display spaces in the system. Keywords: Holiday, observance, display.
Who is in the free service area, what areas are considered reciprocal, and what to do if someone isn't in the free service area. Keywords: MIX, reciprocal, metro area, county
The patron record glossary shows information about the account, such as the last activity date and the number of claims returned items. Keywords: last activity, claims returned, expiration
An overview at all things that have to do with Holds. Keywords: hold slips place holds, change priority, damaged holds, cancelled holds, change pick-up location, suspend and replace holds
How to help patrons pick up holds for other people. What to do if they have the patron information and what to do if they do not have the patron information. How to cancel holds.
Use Symphony to check items in if your location doesn’t have an AMH, or if your AMH is down. This procedure applies to local checkin (bookdrop) only. For return crate processing, see this workflow.
Use the ‘Put in Transport Unit’ wizard to move all items from one Transport Unit (TU) into another. Generally used to move items from a system TU (crate) to a location TU (cart).
Use these steps to process incoming crates if your location doesn’t have an AMH, or if your AMH is down. Note that incoming crates are handled differently depending on what is in them.
Use this process to place Exhibition items in the Location that the Exhibition is assigned to (like the regular Shelve Items workflow, IMMS will only place the items in assigned destinations).
The Interlibrary Loan team is a cross-departmental team that is responsible for obtaining materials for patrons that are not available in Multnomah County Library collections and loaning MCL materials to other libraries in a timely and efficient manner.
What to do when you look for an item in Symphony and the item is not found. Keywords: Check In error message, NOC, NIC, not in catalog, not in system, not in Symphony, exceptions bin
Lucky Day items allow patrons to check out high-demand items without waiting on long holds lists. Keywords: shared collections, Lucky Day search, overflow
Items that can’t be found in their expected location are set to Missing. They can be checked out to a user account called MISSING, or you can use the "Mark Item Missing" wizard, which is much faster.
This page shows how to login to Mobile staff and set it up for you and your location. Keywords: staff app, mobile app for staff, bluecloud mobile staff, bluecloud app for staff
Instructions on how to make account changes on My MCL. How to change password, privacy, holds pick up location, change your email, display language and username.
How to enter the name(s) the patron goes by as well as name on ID (if it differs) on patron records. Used when creating a new account, or keeping an account updated to reflect changes.
Information about notices the library sends to patrons to inform them of checkouts, holds, due dates, snags, etc. Keywords: Email, text, phone, mail, overdues, lost items, announcements, not receiving
How to use Symphony offline circulation and self-checkout stations during migration and when regular Symphony is not available. Keywords: offline circ, Symphony outage, Symphony down, Symphony Web
This page provides a brief explanation of how patrons can access OverDrive and includes helpful information and links for problem solving access issues. Keywords: Ebooks, e-books, digital resources
Pageturners To Go kits were created for book groups to use. Pageturners To Go kits are sets of 10 copies of the same title. Keywords: book club, page turners
Some patrons may have difficulty using the library: library card requirements (name, address, or ID), fees, address confidentiality, foster families, resource counselors
The library offers multimedia disc items, including Blu-rays, DVDs, and CDs, for use at patrons' discretion and does not assume any responsibility for damages
This page links to all the pages that have to do with printing. Key words: barcodes, check-in receipts, current checkouts, hold lists, pharos guest pass, mobile printing, library card numbers and spine labels.
Use the Receive Transit Wizard to check in items that are used outside of IMMS. These items include InterLibrary Loans, Iron Mountain storage requests, and Tech Lending items.
Some reference material may be taken out of the library by a patron with a valid library card. A librarian or supervisor must authorize the loan and determine the loan period. In addition, some Central reference material may be sent to a branch for checkout or in-library use.
Cash register Training Mode for the Sharp model 330It is possible to practice the refund process on the cash register in order to become familiar with the steps. Practice with the cash...
Cash register Training Mode for the Sharp model 410It is possible to practice the refund process on the cash register in order to become familiar with the steps. Practice with the cash...
Self-checkout stations use RFID technology to check materials out of the library. In addition, patrons may view a list of items previously checked out, renew items, view and cancel holds, and bills.
How staff should use Symphony, the Integrated Library System (ILS) to protect patron privacy, library data, and to comply with ethics laws and standards.
Library employees and active volunteers will receive a library card for personal use free of charge even if their residence is outside Multnomah County or the free service area
This page includes the steps you should take when Symphony is not working on any computers at a branch. Keywords: offline circ, Symphony outage, Symphony web
This page shows what to do when Symphony has been upgraded. How to set up receipt printers. Setting station names, logging into Symphony, connecting an RFID pad to Symphony
Staff logins are assigned a default home location, and staff may update the location as needed. Keywords: home location, default location, library location, initials, credentials, home library, login
Individuals living outside free service area but paying Multnomah County property taxes may have free library service for themselves and their household
The tech lending program checks out chrome books and Wi-Fi hotspots to patrons referred to us through community partnerships. Keywords: tech, lending, hotspot, chrome book
