Circulation User Guide

Welcome to Horizon Circulation. Circulation is made up of related computer tools or “processes” that help you manage the circulation of library material. Working in concert with other processes such as staff searching and Cataloging, you can use Circulation to create and edit borrower records, check items in and out, process borrower requests and holds, generate notices to inform borrowers of circulation matters, and compile and print circulation statistics.

The Horizon Circulation User’s Guide is for all Circulation supervisors and staff. It explains how to use Circulation to manage all your library’s circulation-related tasks, such as fast-added records, blocks, requests, and notices. It also explains Circulation reports.

Most setup and administration-related topics that are specific to Circulation are covered in the Circulation Setup Guide.

This guide contains these major sections:

Getting startedexplains the basic information you need to begin using Circulation, and gives you an overview of this guide.
Checkout and Checkin explains basic checkout and checkin procedures and includes information on renewing checked out items, changing the checkin date of an item, printing circulation receipts and workslips, and other related tasks.
Hold requests explains how to place and fill requests, manage holds, and perform other related tasks.
Blocks explains blocks, and how to place, view, and resolve them. It also explains how to handle fees, bills, and payments.
Notices explains the types of circulation notices and how to use, generate, and print them.
Borrower and Item records explains how to add, edit, and delete borrower records and perform related tasks, including setting up proxy borrowers and replacing borrower barcodes.
Reports explains the different circulation reports that you can access or create.
Using the Item Group Editor explains how to change information for multiple item records by using the Horizon Item Group Editor.

 


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