This was formerly called Reciprocal Patron Deletion. Duplicate User Deletion Form and Guide Form When a library registers a user for a library card, they should be checking all other libraries to see if that patron has a card...
Circulation
Circulation
BLUEcloud Circulation
BLUEcloud Circulation makes basic circulation functions available via your browser, within BLUEcloud Central. The configuration settings are pulled from the existing Symphony database. BLUECcloud Circulation Login Link...
Add or Remove a Staff Account
Form Info and Link If a library staff member leaves the library and had a personalized login to WorkFlows or BlueCloud Analytics, please let us know so we can remove their accounts. If a library adds a new staff member that needs a personalized login to...
Personally Identifiable Information – PII
Policy Personally Identifiable Information Policy 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....
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 Guide MobileStaff is a limited feature set mobile version of WorkFlows available to all RSA libraries. Due to security concerns, we can only install this product on library-owned Apple and...
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
Parameters are the codes and rules that make the RSA system work the way you want it to for your library. For example, parameters determine the codes you assign to the items you catalog, how long items can be checked out, and if...
Users
See also: For information about billing a user and paying fines and fees, please see the Billing page. See also: For information about communicating with another library to delete duplicate users, please see the Duplicate User...
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
See also: For information about user accounts go to the Users page. See also: For information about handling lost, missing, and damaged items go to the Lost, Missing, Damaged and LOSTTRANS page. Policies Fine Block Limits...
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...
Recommendations and Considerations for Going Fine Free
There is no policy, procedure, or standard for this topic. Guide Recommendations and Considerations for Going Fine Free Includes a list of considerations for libraries who are considering transitioning to a Fine Free model of service. Includes RSA Recommendations....
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) Interlibrary Loan Items Requested by a Non-RSA Library Items requested by a non-RSA library may come...