Before you begin
Please use the Contents on the left side of the screen to navigate to a particular section on this page.
Still can’t find what you’re looking for? Use the magnifying glass in the upper right corner to search the site.
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
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
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
Also see
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
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
Library Codes, Item and User Barcode Prefixes
Item Renewal
- Renewing Items
- View Basic Workflows Renewals Video – 4:36 minutes

Also see
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 – Setup and Configuration, Receipts, Backup and Restore, and Release Notes
Discard
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
Sharing and Holds Cheat Sheets and Guides
- Processing Holds
- Processing a Hold That Shows Available but Hasn’t Transited
- NEWHOLDS Current Location
- Using a NO-TRANSIT Account
Also visit
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
User Standards
User Procedures
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