Welcome to ALEPH!

1. Welcometo ALEPH! Tutorial for Circulation Staff UWF Pace Library

2. Aleph – Where Do I Start?

3. Aleph – Application Toolbar • The application toolbar will be at the top or side of the screen. • The circulation module, as well as other modules, can be accessed from the toolbar. • Let’s click on circ to get started!

4. ALEPH – Circulation Module This is the default screen for Circ. So let’s take a look about!

5. ALEPH – Finding a patron Patrons can be located by name or barcode. Look for the little face!

6. Finding patrons • Click on the patron Face on the left side of the screen. • Or enter the patron barcode in the box next to the Face. • Let’s see what happens!

7. ALEPH – Patrons Clicking on the face brings up a search screen to locate patrons one of three ways: name, ID, or barcode. Let’s try it!

8. ALEPH – Patrons I have typed in Fluharty! Now I should hit the ENTER key on the keyboard.

9. ALEPH – Patrons You can see that I have a choice to make. Which Fluharty do I want to look at? Click on the one you need to look at and click the Select button.

10. ALEPH – Patrons Selecting the patron will bring up information about that patron. However, if I need to know more, I can click on the Patron Tab.

11. ALEPH – Patrons Look at the panel on the left side of the screen. I can see how many books are checked out, if the patron has hold requests, and fines. I have three books checked out, one hold request, and no fines!

12. ALEPH – Patrons The tabs on the lower half of the screen provide additional information: General info, blocks and notes, and privileges.

13. ALEPH – Patrons Blocks and notes can be added by staff to alert patron of needed information.

14. ALEPH – Patrons User privileges determine what a patron can do at the library. These may differ in sublibraries. The default is standard for each patron type.

15. ALEPH – Patrons There are some useful tabs at the top of the screen as well. We can look at patron information such as address and patron type.

16. ALEPH – Patrons Notice that when you change the tab at the top, the fields at the bottom change as well. Let’s see how to add a new address.

17. ALEPH – Patrons To add a new address, click on the patron address you want to add and click on NEW.

18. ALEPH – Patrons Fill out the information as shown. Make sure that you get an email address! You will need to scroll down to complete the information, then click UPDATE.

19. ALEPH – Patrons To complete the last three fields, click on the arrow to obtain possible choices. You must click on one choice to continue. Then scroll up and click UPDATE.

20. ALEPH – Patrons You can see that a third address is now available. Let’s move on to the patron loans and holds.

21. ALEPH – Patrons If you click on the loans link in the patron record, you can see the list of items the patron has checked out and the due dates.

22. ALEPH – Patrons For the highlighted item record in the top half of the screen, you can see more information regarding that record in the lower half of the screen.

23. ALEPH – Patrons Notice that there is a renew button on the right hand side of the screen. Also, a renew all button!!

24. ALEPH – Patrons If I click RENEW, this popup allows me to verify the due date for the patron and item type. Click OK.

25. ALEPH – Patrons If I click the Holds link, I can view the specifics of any holds that I have placed.

26. ALEPH – Patrons If I click Cash transactions link, I can view information about fines I have incurred. Of course, being the perfect patron, I do not have any!

27. ALEPH – NEW Patron To create a brand new patron, click on the NEW PATRON button on the upper right hand corner of the screen.

28. ALEPH – NEW Patron This popup will come up to enter information for the new patron. Let’s enlarge this screen and see what information is needed!

29. ALEPH – NEW Patron The patron ID will be the old NOTIS number (for old patrons). The barcode will be the 14 digit Nautilus Card Number. The barcode verification will be the last four digits of the social security number.

30. ALEPH – NEW Patron Each time you see an arrow, you must click on it to select the proper category for the patron. You cannot continue until you make a selection.

31. ALEPH – NEW Patron Once the fields are all completed, Click UPDATE.

32. ALEPH – NEW Patron After you update, ALEPH will assign a patron number. You can see all of your entries.

33. ALEPH – NEW Patron You should then click on local information and create the patron status by clicking on patron status and selecting patron type. Check expiration date as well.

34. ALEPH – NEW Patron Then click on Privileges and select Get Defaults. And click update.

35. ALEPH – NEW Patron Then click on Additional IDs to enter Social Security Number.

36. ALEPH – NEW Patron Then click on Add ID.

37. ALEPH – NEW Patron Remember that when you see the arrow you must select one of the choices provided. The key type for Social Security numbers is 99. Then add the Social and verification type normal.

38. Let’s Review Patrons • We can look up patrons by name, barcode or ID number by clicking on the face! • We can see what loans, holds, and fines a patron has by clicking the patron tab. • We can add a new address. • We can renew all items from the patron screen.

39. What about items? • Let’s see how to find items in ALEPH. • The BOOK icon is where we click to look at items.

40. ALEPH – Items The easiest way to find an item is to click on the Items command at the top of the screen. Then select Get Record by Find. Or you can select the binoculars in the upper right corner of the screen.

41. ALEPH – Items This screen pops up and allows you to look for an item by a number of access points. Let’s enlarge the popup and take a look.

42. ALEPH – Items • Previous system number (NOTIS) • ALEPH system number • Utility number • Keyword TITLE • Keyword AUTHOR • ISBN • ISSN • Keyword all Please take a look at all the access points which are available for searching.

43. ALEPH – Items • Notice that we are searching in the WFU01 Bib Library. • I have typed good earth in the Keyword Title search field. • Then I can click on Search to find my results. Let’s perform a simple search.

44. ALEPH – Items This screen pops up and allows you to select the specific item you are trying to locate. Let’s select The Good Earth by highlighting it and clicking select

45. ALEPH – Items Notice the record is now in the full window and we can determine a number of things from the record. Let’s enlarge the record and take a closer look.

46. ALEPH – Items • The book is in the UWF Library. • It is in the main book stacks. • It has a regular loan period. • Here is the barcode for the item. • The item has been loaned out 40 times. • The last date of return is 5-14-2003.

47. ALEPH – Items If I hold my cursor over the item link, I can see an expanded link with both the item number and the call number. Lets continue to look at items.

48. ALEPH – Items If I click on the Bibliographic information link, I can view more detailed information such as the publisher and number of pages.

49. ALEPH – Items If I click on the item record link itself, I can see some historical information about the item or click on HOLD REQUEST to place a hold.

50. ALEPH – Items This screen pops up to place a hold on a book. Take a look at the fields which will need to be filled in for a hold. Remember that the little arrows always bring up choices – one of which must be selected before continuing.