Return Slip Doesn't Look Right

Once your branch has CircIT self check a few things change in terms of procedure.  If you're checking-in an item and the return slip comes up looking "wrong" (see example), this is a reminder you need to use Horizon to check in the item - not CircIT.

Things wrong in this example: library name isn't spelled out, barcode doesn't match book and no county listed for other jurisdictions. This is not the System standard for routing slips.

The CircIT client (installed on customer CKO stations) should only be used for check-in when the customer requests a receipt. Then the item needs to be checked in again in Horizon from the workroom. This will give you the correct routing slip.

Can't Pay Fines Online with Lost Library Card Barcode

If a customer tries to log into SmartPay with a lost library card, they will get the message: User type is blocked...(and their btype). It does not specifically state the card is lost. But SmartPay does not allow them any further access. 

Hyperlinks on Email Notices

A customer recently asked, "Why isn't there a link to the overdue title on my email notice?" Here's why. 

1. Overdue notices are generated within the Horizon program itself and their configuration is not very flexible.
2. There's a very limited amount of space to add the lengthy link to ValleyCat. 
3. They could look at the list of titles they have out, but could not renew any that are overdue. 

You might ask, "Why then do Preoverdue Notices contain a link to the general "My Account" page?" Here's why: 

1. They are generated by a third party program that's a bit more flexible than Horizon.
2. The link to "My Account" is much shorter. 
3. Since the item is not yet overdue, the customer can still renew their item(s).

It would be great if we could configure email notices to be more user friendly, but that's not possible with our current system. But at least now you know the reasons.  

Fast Add Instructions and Exceptions

The Fast Add function allows staff to check out an item to a borrower even if that item barcode/title cannot be found in Horizon. The Fast Add function allows you to create short temporary bibliographic record. There are two Fast Add options: "Bib & Item" and "Find Bib". You should always try "Find Bib" first to see if there's an existing Bib Record already in Horizon. 

How-to Guide: Checking Out Fast Adds Doc



How-to Guide: Checking in Fast Adds Doc


How to Fast Add

1. In CKO, pull up the borrower’s record.
2. Check out the item or select Item – New Item from the menu bar. The Item Not Found screen appears as shown here.



3. Click Find Bib option first. 

• Search for the title. If you find it, highlight the record. 
• Select Show Detail button. 
• On the Menu go to Edit - Send To then Edit: Fast:Add.
• Fill out the remaining information as follows:
• Location: defaults to your location
• Collection code: FA
• Call#: leave blank
• Barcode of item as appropriate
• Call Type: ddc
• Item Type: as appropriate

4. If there is no existing Bib Record, select Bib & Item and enter the following information in the Fast Add window:

• Author: LAST, FIRST (IN ALL CAPS)
• ISBN: as appropriate
• Title: IN ALL CAPS
• Location: defaults to your location
• Collection code: FA
• Call#: leave blank
• Barcode of item as appropriate
• Call Type: ddc
• Item Type: as appropriate

5. Click OK. The item is now checked out to the borrower.

When a Fast Add Item Is Returned
When the item is returned and checked in, the following message appears:

Click Continue. The item is now checked in with the status of "In Cataloging".

Then simply fill out the Catalog Correction Form on OZ. 

Two Exceptions
There are two types of materials that are exceptions to the above Fast Add instructions:
1. Inter Library Loans: Fast Add records for interlibrary loan materials (itype = fil) are created by Central Circulation. When these materials are returned, these temporary bib and item records are automatically deleted from Horizon since the item will be returned to the lending library.
2. Government Documents: Many government documents are not cataloged. For this type of item, use the collection code of FDXEFDX – Federal or FDXESTX – State as appropriate in the Fast Add window. When these materials are returned, these temporary bib and item records are automatically deleted from Horizon. The item can simply be returned to the collection.



rev. 2/2018