Borrower Sync & Circulation Setup

Borrower Synchronisation & Circulation Setup

Get your borrower info up to date!

  1. Do you need to synchronise your borrower information (ie bring in the details of your new student borrowers and update your existing ones)? If so click here for instructions
  2. Once you have synchronised your borrowers you should clean up your Groups
    1. Utilities > update > circulation > unused groups… yes to permanently remove unused groups
  3. Head to Utilities > Reports > Borrower Barcodes where you can print your borrower barcodes to make your lending and returning process faster.  For more information click here
  4. To continue to chase up overdue/unreturned loans follow the instructions here to view what is still outstanding and to create letters head here 
  5. Get your Circulation options set:
    1. Loan cut-off dates
      1. Utilities > setup > circulation options > staff loan extensions, loan period extensions, loan cut-off dates… all take you to the same screen
    2. Reservation expiry periods
      1. Utilities > setup > circulation options > reservation expiry… to set automatic expiry of reservations in queue

 

If you are an EQ school and wanting to add the EQ email addresses of your students stay tuned, we will be writing up some instructions for you to come out soon!

 

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