Step-by-Step Guides and Exercises

Staff Client
Staff Client Installation
Staff Client Login, Navigation, and Customization
Common Keyboard Shortcuts/Hotkeys
Tabs, Windows, and Panes
Copy & Paste
Exercise: Tabs & Windows
Exercise: Column Picker and Column Order

Circulation Activities
Patron Search
Exercise: Patron Registration
Add Patron Note
Retrieve Last Patron
Check In
Backdate Check In
Check Out
Check Out Non-Cataloged Items
Check Out/Check In Pre-Cataloged Items
Check Out with Specific Due Date
Edit Due Date for Items Currently Checked Out
Renew Items
Process Incoming Delivery Items
Add Billing
Bill Patron (Manual Charge or “Grocery” Bill)
Pay Bills
Place Holds
Pull Holds List
Process Pull List for Holds Items

The Catalog
Exercise: Searching the Catalog
Sample Catalog Searches — Submit sample searches for training material