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

Borrower Records

 Quick-Guides-Cover.PNG Item-Group-Editor-Quick-Guide.PNG

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