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WorldShare Circulation self-paced training

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Find WorldShare Circulation training simulations and videos.

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Title and description Length Training resource
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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After completing this tutorial, please take a few moments to complete this brief survey.
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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Title and description Length Training resource

Sovrascritte

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

 

Scoprire

In this brief video see how to check out materials in WorldShare Circulation.

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

 2:39

 

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

 

Due date

In this brief video  see how to manage due dates in WorldShare Circulation.

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

 1:54

 

 

Avvisi di articoli

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

 

 

Title and description Length Training resource

Prese di posizione

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

 

Adempiere alle richieste

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

 
Title and description Length Training resource

Modifica articoli

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

 

Check-in di articoli non in prestito e inventario e statistiche sugli articoli

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

 

Creare un contenitore per gli elementi vincolati

Questo video esamina e dimostra come creare un contenitore per collegare più articoli al fine di farli circolare come un set unificato.

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

 7:11