Enhancing Library Circulation Management with New Updates and Reports
Stay ahead with the latest library circulation updates and reports. Learn about monthly patron expiration dates, detailed payment reports, opt-out options for overdues, and more. Find out about department distribution lists for effective communication within the circulation department.
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Presentation Transcript
CCS Circulation Technical Group Meeting January 13, 2023
Monthly Patrons Expiration Date Next Month Starting Feb 1, will include a tab for patrons who expire in two months Example: Feb 1 report will have one tab of patrons who expire in March and a second tab of patrons who expire in April Web Report Updates
Daily/Monthly Detail Payment Reports Now includes Charge transaction notes Web Report Updates
Daily/Monthly Detail Payment Reports Now includes Charge transaction notes Web Report Updates
Patrons Opted Out of Overdues or Bills Weekly report lists patrons who are excluded from receiving Overdue or Billing notices Items checked out to excluded patrons will never progress to Lost To clean up records, de-select checkboxes next to "Overdue" and/or "Billing" Web Report Updates
Patrons Opted Out of Overdues or Bills Weekly report lists patrons who are excluded from receiving Overdue or Billing notices Items checked out to excluded patrons will never progress to Lost To clean up records, de-select checkboxes next to "Overdue" and/or "Billing" Web Report Updates
Circulation Department Distribution Lists
What are department distribution lists? Email address that distribute messages to selected staff at your library More effective way to communicate/ask circulation- related questions with a library than emailing individual staff Example: shelf checks, damaged items Circulation Department Distribution Lists
Next Steps: CCS will reach out to Library Circulation Contacts to gather email addresses for distribution list CCS will create distribution lists CCS will post distribution list information to website and send communication when they are ready to use Circulation Department Distribution Lists Going Forward: Libraries will notify CCS if staff need to be added or removed from the list
