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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 a guide to view it:

    Borrower Records 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

     

     

     

    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.  Links to the videos appear through the sections.

     

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

     

    Click on 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 & 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 Viewing Requests by Borrower or Title Placing a Request for Another Library Requesting the Pull List

               

              Blocks & Fines

                Taking Payment for a Fine Renewing an Overdue Item Dealing with Lost Items

                 

                  Searching by Title Searching by Author Searching by Subject Restricting a Search

                   

                  Inter Library Loans

                    Checkout an Item to Another Library Receiving an ILL from Another Library

                     

                    Adding & Editing Items

                      Adding an Item Adding a Magazine Replacing a Barcode Editing Items from Checkin Adding a Checkin Note to an Item Using Item Group Editor Tracing Items

                       

                      Reports

                        Running Circulation Notices Using Item Report for Advanced Searches

                         

                        Troubleshooting

                          Horizon is Down