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Overdue notices

Page history last edited by PBworks 15 years, 6 months ago

Overdues - Procedure

 

Print out a list of overdue materials

1. Go to Patrons

2. Select Reports

3. In Built in Reports- select overdue list

4. #2 - Set options - check dates, make sure the years are correct, do 2 weeks

5. #3 – leave alone

6. #4 – View or print report – print

 

Please check the shelves to make sure the item hasn’t been shelved by mistake.

Check in any items found on the shelf.

Make a note on the list so a hold is not placed.

 

• Leave the list with the NMTC librarian to put Banner holds for NMTC students. The librarian will note in Surpass that a Banner hold has been placed.

• After the librarian has placed holds in Banner, the list will be returned to the clerk for holes to be punched in the list and the list then filed in the Overdue Notebook

 

Sending out Overdue Notices:

After checking the shelves with the overdue list and passing the list on to the NMTC librarian –

1. Go to Patrons

2. Select Reports

3. Select Overdue notices (center column)

4. Set options

• current date and 1 week ago

• Send notices by e-mail

5. # 3 Select records (leave alone)

6. # 4 Notice text (leave alone)

7. Send e-mails

 

Go back and do letters to be mailed to those who don’t have e-mail addresses

1. Overdue notices (center column)

2. This time in Set options

• Make sure date is set correctly- check year, 1 week overdue)

• select print only non-email notices (center button)

3. Leave #3 & #4 alone

4. Print letters

5. Fold and put in windowed envelope with address showing

6. Mail notices from Business office

7. Keep track of number of letters mailed for budget report.

 

 

edited 26 Sep 2008 : kls

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