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.

 

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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
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.

 

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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 the name of a video to view it:

Starting Horizon

Logging into Horizon Understanding the Interface         LoggingBorrower intoRecords Horizon 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       UnderstandingCheckin the Interface 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 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       Item Search 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    

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

 

Item Search

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