Circulation Menus

Main Menu

The following menu items (File, Functions, Options, Help) appear on the Voyager Circulation menu bar. An additional menu appears on the menu bar for each function as it is activated, e.g., the Patron menu is available when a patron record is open. The keyboard shortcuts for the options are displayed with an underlined letter. For example if you wanted to access Session Options using the keyboard shortcut, press Alt + o. Some of the menu commands can also be accessed by clicking the right mouse button to display the submenu. In the list below, (RC) indicates a command available from a submenu.

Circulation Menu Items

The underlined letters indicate a keyboard shortcut. If you are using the keyboard to access the functions:

1. Click Alt + (menu letter) + the underlined letter of the command.

File Menu (Alt + f)

Displays the current operator name, operator id, and the circulation login location.

Print Setup

Displays the Print dialog box to change printers and printer properties.

Closes the active Circulation window. Displays on the File menu when at least one Circulation function is active.

Close All

Closes all open Circulation windows. Displays on the File menu when at least one Circulation function is active.

Exit

Ends the current session and closes the Circulation window.

Functions Menu (Alt + u)

Charge/Renew (Ctrl + H)

Opens the Charge window so that you can charge and renew items.

Discharge (Ctrl + D)

Opens the Discharge window so that you can discharge items.

Reserve (Ctrl + R)

Opens the Reserve List Search window so you can create new reserve lists or update existing reserve lists.

Item (Ctrl + I)

Opens the Item Record window so that you can create and maintain your item records.

Patron (Ctrl + P)

Opens the Patron Record window so that you can create and maintain your patron records.

Options Menu

(Alt + o)

Session Preferences

Displays the options you can set for your current session.

Toolbar

Displays the Circulation buttons under the menu bar. A check mark indicated the option is selected.

Toolbar Text

Displays the button name directly beneath the button on the Circulation toolbar. A check mark indicated the option is selected.

Toolbar Tips

Displays the button name when you point to a button on the Circulation toolbar. A check mark indicated the option is selected.

Help Menu (Alt + h)

Help Topics

Displays the Circulation Online Help Contents window.

Endeavor on the Web

Opens your default browser and connects to either the Endeavor Home Page or the Endeavor Support Web logon page.

Charge/Renew Menu (Ctrl + H)

Patron

Search for Patron (RC) - Displays the Patron Search dialog box to search for a patron barcode.

Add New Patron (RC) - Displays the Add a New Patron dialog box to create a new patron record.

Item

Item Headings/Keyword Search (RC) - Displays the Search dialog box to search for an item barcode.

Add New Item (RC) - Displays the Add Bib/Item dialog box to create a new bibliographic, holdings, and item record and an item and save it to the database.

Proxy (Patron) or click Proxy button

Displays the name, barcode, and group of the patron(s) to whom the charging patron is a proxy.

Charged Item Info (Patron)

Displays the Charged Item Index for the current patron.

Fine/Fee Info (Patron)

Displays the fines and fees for the current patron.

Hold/Recall Info (Patron)

Displays any pending or available holds and recalls for the current patron.

Call Slip Info (Patron)

Displays any call slip information for the current patron.

Notes (Patron)

Displays any notes attached to the patron record.

Upload Offline Capture File

Processes the temporary charge file and adds its contents to the database.

Modify Due Date (RC)

Allows you to modify the charged item’s due date and time.

Clear Display (RC)

Clears the Charge dialog box of all information.

Beep on Discharge

The system beeps when an item is charged. A check mark indicates the option is selected.

Discharge Menu (Ctrl + D)

Item Headings/Keyword Search

Displays the Search dialog box to search for an item barcode.

Modify Date

Displays the Backdate Discharge Time To... dialog box to modify an item’s discharge date and time.

Collect Fines (Ctrl + F)

Displays the current patron’s fines and fees.

Prompt Fines/Print Discharge Slips

Automatically displays the current patron’s fines and fees and prints a discharge slip. A check mark indicates the option is selected.

Beep on Discharge

The system beeps when an item is discharged. A check mark indicates the option is selected.

Clear Display

Clears the Discharge dialog box of all information.

Reserve Menu*

Info will be added later once Reserve has been set up.

Patron Menu (Ctrl + P)

Search for Patron (RC)

Displays the Patron Search dialog box to search for a patron by name, social security number, barcode or institution id.

Display Search Index (RC)

Displays the results of the last patron search performed. If a search of this type has not been performed, the command is grayed out.

Add Patron (Ctrl + A or RC)

Displays the Add New Patron Record dialog box to create and save a new patron record.

Edit Patron (Ctrl + E or RC)

Displays the Edit Patron Record dialog box for editing an existing patron record.

Charged Items...

Displays the charged item index for a patron.

Fine/Fee Info...

Displays a patron’s outstanding and historical fines and fees.

Hold/Recall Info...

Displays a patron’s pending and available hold and recall requests.

Notes...

Displays a patron’s notes for viewing or editing.

Call Slips...

Displays a patron’s call slip requests.

Proxy Patron...

Displays the Proxy Patron Maintenance dialog box for adding or removing proxy patrons.

Clear Patron Display (RC)

Clears the Patron Record dialog box of all information.

Item Menu (Alt + i) Search

Headings/Keyword (Shift + F1 or RC) - Displays the Search dialog box to search for an item by headings/keyword.

Barcode (Shift + F2 or RC) - Displays the Search by Item Barcode dialog box to search for an item record by barcode.

Display Headings Index (Shift + F6 or RC) - Displays the results of the last headings search performed. If a search of this type has not been performed, the command is grayed out.

Display Keyword Index (Ctrl + F7 or RC) - Displays the results of the last keyword search performed. If a search of this type has not been performed, the command is grayed out.

Display Barcode Index (Shift + F8 or RC) - Displays the results of the last barcode search performed. If a search of this type has not been performed, the command is grayed out.

Retrieve Record by Id (RC)

Bib Id (RC) - Retrieves an item record by the ID number of the bibliographic record.

Item Id (RC) - Retrieves an item record by the id number of the item record.

Retrieve Holding’s Items... (RC)

Displays the holdings record for the open item record.

Add Bib/Item... (Ctrl + T or RC)

Displays the Add Bib/Item template to create new bibliographic, holdings, and item record for an item.

Add Item... (Ctrl + A or RC)

Displays the Item Editor dialog box to create a new item record for an existing item.

Edit Item... (Ctrl + E or RC)

Displays the Item Editor dialog box to edit item record information.

Delete Item...

Deletes an item record. If the current operator does not have the authority to delete item records, the command is grayed out.

View MARC Bib...

Displays the MARC record of the item’s bibliographic record. This is a view- only display.

View MARC Holdings...

Displays the MARC record of the item’s holdings record. This is a view-only display.

Relink Holdings

Links an item record to a different holdings record.

Place Request...

Displays the Place Request dialog box to place a hold or recall on or submit a call slip for an item.

Request Maintenance...

For regular items, displays the Hold/Recall Maintenance dialog box to maintain the item’s holds and recalls; for short loan items, displays the Short Loan Maintenance dialog box to maintain the

item’s short loan requests.

Charged To

Displays the Charged To dialog box listing the patron to whom the item is currently charged.

Notes

Displays the item’s notes for viewing or editing.

Status

Displays the item’s current status.

Barcodes

Displays the Item Barcodes dialog box to add, edit or delete an item record barcode.

View Circulation History...

Displays a list of all of the patrons that have checked the item out. This only displays if the option to retain patron identification has been selected in System Administration.

Outstanding Fines

Displays any outstanding fines that a patron(s) has incurred while the item was charged to them.

Clear Display

Clears the item record window of all information.