Policy Printed Documents Including Patron PII The policy for how libraries should handle printed documents which include patron PII. Includes standards for information that should be included on Workflows printed receipts....
Circulation
Circulation
Using the Serial Control Module in WorkFlows
Guide Begins with instructions how to initially setup the Serial Control module in WorkFlows. This guide also includes instructions on creating the serial control, defining patterns around a serial's release schedule, checking in serials, and deleting holdings. August...
Circulation Training Resources
Cheat Sheet RSA recommends that you review the following documents and videos available at our support site and YouTube channel. This list is a useful primer on RSA’s policies and standards regarding Holds and on how to manage holds in WorkFlows. These resources...
Mark Item Used Wizard
Guide The Marked Item Used wizard keeps a count of items used in the library but never checked out. The count is included as part of your library’s monthly circulation statistics. Some examples are: Books used by patrons in the library but never charged out Magazines...
MobileStaff
Cheat Sheets and Guides MobileStaff Installation, Activation, and Setup Cheat Sheet Using a library-owned mobile device, download the BLUEcloud MobileStaff app from the Apple App Store here for iPads, or Google Play store here...
User Parameters
User Profiles View all the User Profiles This list is updated the 1st week of each month. All the User Profiles in the system. User Profiles are used for circulation rule determination, hold determination, the total number...
Holds Parameters
The contents of this page were recently moved from the Circulation Parameters page. February 2024. The RSA Library delivery codes listing is available here: RSA_Library_Delivery_Codes on the RSA Member Libraries Page. Please...
Users
Policies Patron Registration This policy covers registering a patron for a library card in RSA. It specifically covers how new patrons must be entered into the RSA database. The policy also outlines potential issues, like...
Popular Reports for Circ Managers and Where to Locate Them
Document This document lists the Most Popular Reports for Circ Managers and Where to Locate them in BCA. Download this document here. Created August 25, 2023
Discard User
Procedure Follow the instructions in this procedure to delete items from WorkFlows using a discard user account. The discard procedure works well if: Your library has many items to delete from WorkFlows, such as from a weeding...
Sharing and Holds
See also: For information about interlibrary loans, resource sharing, and RAILS Delivery go to the Interlibrary Loans and other Resource Sharing page. See also: For the Printed Documents Including Patron Personally Identifiable...
Billing
Policies Fine Block Limits Policy This policy discusses the standard cumulative fine block limit. Since the purpose of fines is to “facilitate the free flow of information” and not as a punitive measure or source of income, all...
D1500 Numbers (redirects to ILL page)
This page reroutes to a combined page for ILL and Resource Sharing: Interlibrary Loan, Union List Holds, and Other Resource Sharing | RSA Support (librariesofrsa.org) There is no policy, procedure, or standard for this topic. Cheat Sheet D1500 - How to use them and...
Inventory Instructions and Item Statistics in WorkFlows
Policy There is no policy, procedure, or standard for this topic. Cheat Sheets and Guides Inventory Instructions Instructions on how to use WorkFlows to inventory your collection and the reports RSA staff will run to assist you...
Notices in WorkFlows
There is no policy or procedure for this topic. Standard WorkFlows Notices The WorkFlows Notices standard outlines the timing behind courtesy, overdue, and bill notices. The timing recommendation is different depending on whether...
Fine Free Recommendations
There is no policy, procedure, or standard for this topic. Guide Fine Free Recommendations Includes a list of considerations for libraries who are considering transitioning to a Fine Free model of service. Includes RSA Recommendations. (Created July 2020) Download the...
Lost, Missing, Damaged and LOSTTRANS Items
Policy Please refer to Holds Policy for information regarding items lost In-Transit Damaged Materials Policy This policy replaces both the Receipt of Damaged Materials Policy, last updated on 7 November 2019, and the Notification...
Interlibrary Loan and Other Resource Sharing
See also: For information about resource sharing and holds within RSA go to the Sharing and Holds page. Interlibrary Loan (ILL) Items Requested by a Non-RSA Library Items requested by a non-RSA library may come via OCLC...
Item Search Helper
There is no policy, procedure, or standard for this topic. Guide Item Search Helper Instructions on using the Item Search and Display Wizard and Item Search Helper. September 2024. Download the Item Search Helper guide Video A...
Email Receipt Buttons
Guide Email Receipt Buttons Instructions how to email a receipt to a patron from the checkout wizard.This feature is turned on by default for all RSA Online and Basic Online member libraries. (Revised December 2017) Download the Email Receipt Buttons guide