Post on 12-Jan-2016
description
transcript
Click - “Internet Native Banner”
Log in
Type - SOAHOLD
Click on Drop Down Arrow
Click “Person Search”
Type Patron Info
Type in last name and first name to pull up patron record or SSS# in the ID field
The % sign is a wild Card.
EXAMPLE: Jul% would pull up julie, julia, juliet….
NOTICE the Dummy Bar
F8 = Enter
Highlight Patron record
In the ID box numbers that begin with the letter C will replace the SS# as the ID number. LGCY
means the student had a record in SIS
Shift + F3 or Click
Place a Library Hold on a patron Record
Click on the drop down menu
If the cursor is not in the hold type field, press Control + “Page Down” to move bellow yellow bar.
Select AR Accounts Receivable
Type LIB …. In Reason field
NEVER!!! Check Release BOX
If the Release Indicator box is checked, then ONLY you can release the hold.
Type in Amount
DO NOT put the $ sign!
Click on the Drop Down Menu
Select “H5LB Lawrence Library”
Click Save Icon or F10
Notice the Dummy Bar
Click X to Return Home
Home
To Return to Previous patron Record
Type SOAHOLD press enter
Click in Amount Field
Remove Hold
To Remove a hold you simply change the “from” field to today’s date.
The hold will immediately be removed. However it will be viewable as a previous hold.
Click Calendar in the To Field
Click “Today” on the Calendar
Click “OK”
Click Save icon or F10
Delete A Hold
ONLY delete a hold if it was a staff error!!
Click Record in the toolbar
From the tool bar click on Record then scroll down to Remove
ONLY delete a hold if it was a staff error!!
Click Remove
From the tool bar click on Record then scroll down to Remove
ONLY delete a hold if it was a staff error!!
Click Save Icon or F10
ROLLBACK
Rollback returns you to a blank patron screen. This is useful if you have multiple holds to enter.
Click Arrow
Rollback returns you to a blank patron screen. This is useful if you have multiple holds to enter.