WorldShare Circulation self-paced training

Find WorldShare Circulation training simulations and videos.

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WorldShare Circulation configuration

 

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Circulation configuration overview

This self-paced tutorial reviews key concepts of Circulation Configuration, including:
  • Questions the systems asks when determining circulation rules:
    • Who is the patron?
    • What is the material type?
    • Where is it located?
  • Loan limits and Loan Limit Matrix
  • Loan policies and Loan Policy Map
  • Comparison of Matrix and Map
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Next-Generation Notifications overview

This self-paced course reviews Next-Generation Notifications in WorldShare Circulation, including:
  • Configuring General Settings
  • Creating and customizing templates
  • Applying templates to policies
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Assist patrons

 

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Overrides

In this video, you’ll learn how to process exceptions to your library’s circulation policies (such as checking out a non-circulating item), and when this requires override credentials.

After completing this video, please take a moment to complete the survey. Thank you!

 4:47

 

Check out

In this video, you’ll learn how to check out materials in WorldShare Circulation, including searching for patrons who have forgotten their library card, and printing or emailing due date receipts.

After completing this video, please take a moment to complete the survey. Thank you!

 4:38

 

Check in

In this video, you will learn how to check in materials, including printing or emailing a check in receipt, and processing items that fulfill a hold or need to be routed to another branch.

After completing this video, please take a moment to complete the survey. Thank you!

 4:46

 

Renew items and change due date

In this video, you will learn how to renew an item and/or change the due date for an item, as well as explain when you would renew an item or change the due date.

After completing this video, please take a moment to complete the survey. Thank you!

 12:13

 

Item alerts

In this video, you will learn how to create and use item alerts in WorldShare Circulation. Item alerts display as a pop-up window when an item is checked out or checked in.

After completing this video, please take a moment to complete the survey. Thank you!

 2:38

 

Place and fulfill holds for patrons

 

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Place holds

In this video, you will learn how to place a hold from a bibliographic record in WorldShare Circulation. It also explains the difference between title-level and item level holds and when you would use each.

After completing this video, please take a moment to complete the survey. Thank you!

 5:44

 

Fulfill holds

In this video, you will learn how holds are fulfilled in WorldShare Circulation. It also explains the holds workflow and how to use the pull list for available items.

After completing this video, please take a moment to complete the survey. Thank you!

 6:32

 

Work with items

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Edit items

In this video, you will learn how to edit items in WorldShare Circulation. This includes editing a location or changing a barcode for an individual item. It also includes bulk editing of items to change locations.

After completing this video, please take a moment to complete the survey. Thank you!

 6:13

 

Non loan and inventory check in and item statistics

In this video, you will learn how to perform non loan and inventory check ins, as well as how these actions affect the item statistics.

After completing this video, please take a moment to complete the survey. Thank you!

 7:34

 

Create container for bound items

This video reviews and demonstrates how to create a container to link multiple items for purposes of circulating as a unified set.

After completing this video, please take a moment to complete the survey. Thank you!

 7:11