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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: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

    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