Other Guidance

Staff Portal

Guides to extended tasks, such as the Guidelines for Completing Cataloguing by Mail Forms, can be found in the Staff Portal.


Quick Guides

A set of printable quick guides have been created to accompany this online guide.  Links to the quick guides appear throughout the sections.

Click on the name of a guide to view it in a new window:

Borrower Records

  Quick Guides cover page Item Group Editor Quick Guide

Borrower Registration

Checkin

Checkout and Renewal

Requests and Holds

Fines and Lost Items

Item Search

Adding an Item

Editing an Item

Item Group Editor

Circulation Notices

Horizon is Down

...or click here to view all 12 guides as a single document.


Video Guides

Screenshot of the frontcap of a video guide    Screenshot from one of the video guides

A collection of videos have been recorded that take you through all the key aspects of using Horizon at the circulation desk.  They don’t have to be watched in order, but are listed here in a natural progression.  The videos appear throughout the guide, alongside the written explanations.

The videos contain sound, so contact your regional office if you don’t have headphones or a speaker available.

Click on the name of a video to view it:

Starting Horizon
Logging into Horizon Understanding the Interface  
     
Borrower Records
Searching for a Borrower Registering a Borrower Editing Borrower Details
Duplicating a Borrower Fixing a Self-Registered Borrower Annual Details Check
Replacing a Borrower's Card Deleting a Borrower Registering a Temporary Borrower
     
Checkin
Simple Checkin Checkin Modes and Options  
     
Checkout
Simple Checkout Checkout without Card Editing the Due Date
Renewing an Item Through the Checkout Renewing an Item Not Present Borrowing & Renewal Limits
     
Requests & Holds
Placing a Hold Request Receiving Item Req. from Another Location Requesting the Pull List
Expired Holds Viewing Requests by Borrower or Title  
     
Blocks & Fines
Taking Payment for a Fine Renewing an Overdue Item Dealing with Lost Items
     
Item Search
Searching by Title Searching by Author Searching by Subject
Restricting a Search    
     
Out-of-Province Loans
no videos    
     
Adding & Editing Items
Adding an Item Adding a Magazine Editing Items from Checkin
Replacing a Barcode Adding a Checkin Note to an Item Tracing Items
Using Item Group Editor    
     
Reports
Running Circulation Notices Requesting the Pull List Expired Holds
Using Item Report for Advanced Searches    
     
Troubleshooting
Horizon is Down    

 

 

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