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.
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.
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.
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
Volunteers will use IMMS to pick holds, and AMH or the 'Volunteer' module in Symphony to process the holds. Keywords: Volunteer, check in, paging list, IMMS
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 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.
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
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
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.
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
Updates to identifying information in a patron's account, including name, email address, telephone number, and address. Text messaging and patron type may also be updated using the Modify User wizard.
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.
How staff should use Symphony, the Integrated Library System (ILS) to protect patron privacy, library data, and to comply with ethics laws and standards.
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
The Symphony Specialists Team is a group of subject matter experts who provide direction and expertise to manage and maintain the integrated library system (ILS). The team will continuously improve the usability of the ILS and the related applications for its users. The Specialists will engage stakeholders to train, communicate and manage changes with staff and patrons.
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
