Circulation

CARL

Adding and Removing Item Notes in CARLX | CARL Connect NEW 12/07/22 [pdf]
Adding and Removing Item Notes in CARLX | CARL Connect NEW 12/08/22 [video]
Big Red Boxes at Check-in NEW 10/25/22 [pdf]
Big Red Boxes at Check-out NEW 10/25/22 [pdf]
Bulk WIthdraw Procedure [pdf]
Bulk Delete Procedure [pdf]
CARLX/CARL Connect Comparison [pdf]
CARLX Report Definitions [pdf]
CARLX Shortcuts [pdf]
Clearing Hold Shelf [pdf]
Damaged Items with Holds CARLX | CARL Connect [pdf]
Hot Keys NEW 10/25/22 [pdf] | [video]
Item Creation [pdf]
Locating Hold Queues in CARL NEW 10/18/22 [pdf]
Moving an Item in CARL-X [pdf]
Paging/Pick Lists [pdf]
Placing Holds [pdf]
Searching in CARL-X
Volume Records [pdf]

Codes

Branches
- Branches by Code [pdf]
- Branches by Alpha Name [pdf]
Location Codes UPDATED 04/11/23
- Locations by Code [pdf]
- Locations by Alpha Name [pdf]
Media Codes UPDATED
- Media Codes by Code [pdf]
- Media Codes by Name [pdf]
- Media Codes System Setup NEW [pdf]
Municipality List
- By County [pdf]
- By Municipality [pdf]

Other Useful Stuff

Billing Template [docx]
Hold Limits and Exceptions UPDATED 9/14/22 [pdf]
Notice Schedule
Loan Rules UPDATED 5/12/23 [pdf]
Opting into Loan History [pdf]

Contacts

Library Contacts

OWLS Contacts

Patron Update Form - The Blue Form

Use the Patron Update form to notify a patron's home library when a patron record has been changed in Sierra.

Instructions

Activities, notices, reports and statistics
Daily Procedures [pdf] UPDATED 10/24/22
Exporting High Demand Holds [pdf]
Municipality Check Resources Guide [video]
Offline circulation [pdf] NEW
Offline circulation [video]
Reports and Statistics [pdf]
View holds [pdf]
Running Weeding Lists [pdf] NEW
Running Weeding Lists [video] NEW
Editing Weeding Reports in Excel [video] NEW
Filtering in Excel [video] NEW
Navigating the C Drive for CARL Reports [video] NEW
Holds Purchase Alert (High Demand Holds) [video] NEW
Unfilled Holds Report [video] NEW
Too Long in Transit Report [pdf] NEW

Circulation Policies and Procedures

Policies

OWLSnet linking patron records policy OBSOLETE [pdf]
OWLSnet patron home agency policy
OWLSnet resource sharing policy UPDATED
- resource sharing exceptions [pdf]

Procedures

COVID-19 phone patron registration NEW [pdf]
Clearing the Hold Shelf UPDATED 8/10/22 [pdf]
Collection agency procedure UPDATED [pdf]
Damaged Items with Holds CARLX | CARL Connect [pdf]
General circulation procedures UPDATED[pdf]
Holds processing UPDATED 10/18/22 [pdf]
Claims returned UPDATED 04/6/23 [pdf]
- Payment UPDATED 04/11/23 [pdf]
Lost Items UPDATED 04/19/21 [pdf]
Damaged Items UPDATED 1/23/23 [pdf]
Managing bounced emails UPDATED 04/26/23 [pdf]
- (See also: Patron Not Getting Notices) UPDATED 04/30/23 [pdf]
Missing
Patron registration procedures UPDATED [pdf]
- User Types UPDATED 03/30/23 [pdf]
- User Types Set-Up UPDATED 03/30/23 [pdf]
- Institution cards [pdf]
- Block Statuses UPDATED [pdf]
Short Loan UPDATED [pdf]
CARL in the Wild UPDATED 02/20/23 [pdf]
Teacher Card Procedure UPDATED | Application UPDATED [pdf]
Transit Slips UPDATED 05/02/23[pdf]
WALTCO Items Damaged [pdf] | Claim Form [pdf] | Example Claim Form [pdf] UPDATED
Memory Project contributor guide [pdf] | Metadata guide [pdf] | Project profile form [pdf]