Before you begin

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BLUEcloud Circulation page

BLUEcloud Circulation makes basic circulation functions available via your browser, within BLUEcloud Central. The configuration settings are pulled from the existing Symphony database.

Note: access to BLUEcloud Circulation is being rolled out to a select few RSA libraries now and will be made available to more libraries in the near future.

Visit the BLUEcloud Circulation page

Circulation in WorkFlows: How To

Billing

Billing Page

• Fine Block Limits Policy
• Adding a Bill and Bill Note Before Removing a Lost Item
• Bill Notes guide
• Billing a User cheat sheet
• Video: Paying A Bill
• Billing Training Resources

Billing Parameters

• Payment Types
• Bill Reasons
• Default Prices and Processing Fees

Other related documents

Duplicate User Deletion Form and Procedure (previously called Reciprocal Patron Deletion)

BLUEcloud Analytics (BCA)

Popular Reports for Circ Managers and Where to Locate Them
Found within the BLUEcloud Analytics Page

Printed Documents Including Patron PII Policy

By Topic: Reports

Circulation

Circulation Training

WorkFlows Basic Circulation Workshop Guide
WorkFlows Basic Circulation Workshop – January 2023 Video – 42:15 minutes

Circulation Training Resources

Check Out

Add a Brief Title Helper
Checking out an Item Video – 3:20 minutes

Create and Delete a Temporary Record for a Non-RSA Interlibrary Loan Item

Email Receipt Buttons

Special Due Date Helpers

Also see

• WorkFlows Setup and Config – Receipts

Discharge Items (Check In)

• Discharging Items
• Common Pop-up Boxes Guide
• Back Dating Returns Using “Discharging Bookdrop”
• Reshelving Location Cheat Sheet
• Video: Returning Materials (3 Wizards)

Lost, Missing, Damaged and LOSTTRANS Items

• Damaged Material Policy
• Damaged Material Procedure
• Adding a Bill and Bill Note Before Removing a Lost Item
• Video for Adding a Bill and Bill Note Before Removing a Lost Item
• Mark Item Missing Wizard
• Mark Item Lost Wizard
• Lost Materials from Other Member Libraries Procedure

Circulation Overview

Circulation Helpers in WorkFlows

Display an Alert for Previous Loan cheat sheet

Recommendations and Considerations for Going Fine Fee

Mark Item Used Wizard guide

Popular Reports for Circ Managers and Where to Locate Them
Found within the BLUEcloud Analytics Page

WorkFlows Circulation Quick Reference guide (WorkFlows)

Search

Item Search and Display guide
This guide offers strategies for finding items in RSA’s WorkFlows database using Item Search and Display.

Basic Item Search and Display Video – 8:04 minutes

Parameters

Circulation Parameters

• Expanded Circulation Map (Circ Map)
• Circ Rule Helper Checklist
• Circ Rule Helper Checklist – Printable

Holds Parameters

• Hold Map
• Hold Rule Helper Checklist
• Hold Rule Helper Checklist – Printable
• Membership and Holds Groupings

User Parameters

• User Profiles
• Mandatory User Profile Codes
• User Profile Differences

Library Codes, Item and User Barcode Prefixes

Item Renewal

• Renewing Items
• View Basic Workflows Renewals Video – 4:36 minutes

Also see

• Special Due Date Helpers

Serial Control

Using the Serial Control Module in WorkFlows

Configuration

Barcodes, Labels, and Equipment

Entering Closed Dates In WorkFlows

Commonly Set Preferences in WorkFlows for Circulation

User Registration Library Name Properties

WorkFlows Classic View

WorkFlows – Setup and Configuration, Receipts, Backup and Restore, and Release Notes

Discard

Discard User in WorkFlows

Holds

Sharing and Holds page

Sharing and Holds Policies

• Clean Holds Shelf List Policy
• In Transit Items Policy
• Printed Documents Including Patron PII Policy
• RSA Reciprocity Policy

Sharing and Holds Procedures

• RAILS Delivery Codes and Labeling Procedure
• Items Requested by a Non-RSA Library Procedure

Sharing and Holds Cheat Sheets and Guides

• Placing Holds
• Video: Placing Holds
• Placing Book Club/Classroom or Research Holds

• Processing Holds
• Processing a Hold That Shows Available but Hasn’t Transited
• NEWHOLDS Current Location
• Using a NO-TRANSIT Account

• How Holds Work
• Why Didn’t My Item Fill My Patron’s Hold?

• Hold Map (Holds Parameters page)
• Training Video: Holds
• Sharing and Holds Training Resources

Also visit

Discharge Items

Interlibrary Loan and Other Resource Sharing

Interlibrary Loan and Other Resource Sharing

• Items Requested by a Non-RSA Library
• Creating and Deleting a temporary record for a Non-RSA Interlibrary Loan Item procedure
• D1500 – How to use them and how to search for them
• RAILS Delivery Resources
• ILLINET Interlibrary Loan Code

Inventory

Inventory Instructions for WorkFlows

Notices in WorkFlows

• WorkFlows Notices Standard
• WorkFlows Notices Guide
• Printing Notices in WorkFlows
• Printing WorkFlows Notices in Word (Billing and Overdues)
• Updating the Path for Viewing/Printing Notices

Printing Checkout History from RSAcat

Users page

User Policies

• Patron Registration
• Patron Cards
• Patron Notes Policy
• Retention Schedule for Expired Patron Cards
  • Purge Patron Form

User Standards

• User Registration for Public, Academic, and Special Libraries

User Procedures

• Children of Multiple Households
• Duplicate User Deletion Form and Procedure
• SEE-STAFF User Status

User Cheat Sheets and Guides

• Basic WorkFlows Patron Registration Workshop Guide
• Video: Basic Patron Registration
• User Registration for Public Libraries
• Using the Modify User Wizard
• User Profiles Guide
• Cards for Kids
• Non-Resident Library Services for Veterans
• Clone/Copy User Helper
• Display User Wizard
• Finding the Previous User of an Item
• Patron Checkout History
• Patron Notes Guide
• User Registration for Academic Libraries
• Removing a Claims Returned Notification

• Other Related Documents
• User Parameters