Guide Begins with instructions how to initially setup the Serial Control module in WorkFlows. This guide also includes instructions on creating the serial control, defining patterns around a serial's release schedule, checking in serials, and deleting holdings. August...
Circulation
Circulation
Circulation Training Resources
Cheat Sheet RSA recommends that you review the following documents and videos available at our support site and YouTube channel. This list is a useful primer on RSA’s policies and standards regarding Holds and on how to manage holds in WorkFlows. These resources...
Mark Item Used Wizard
Guide The Marked Item Used wizard keeps a count of items used in the library but never checked out. The count is included as part of your library’s monthly circulation statistics. Some examples are: Books used by patrons in the library but never charged out Magazines...
MobileStaff
Cheat Sheets and Guides MobileStaff Installation, Activation, and Setup Cheat Sheet Using a library-owned mobile device, download the BLUEcloud MobileStaff app from the Apple App Store here for iPads, or Google Play store here...
User Parameters
User Profiles View all the User Profiles This list is updated the 1st week of each month. All the User Profiles in the system. User Profiles are used for circulation rule determination, hold determination, the total number...
Holds Parameters
The contents of this page were recently moved from the Circulation Parameters page. February 2024. The RSA Library delivery codes listing is available here: RSA_Library_Delivery_Codes on the RSA Member Libraries Page. Please...
Users
Policies Patron Registration This policy covers registering a patron for a library card in RSA. It specifically covers how new patrons must be entered into the RSA database. The policy also outlines potential issues, like...
Popular Reports for Circ Managers and Where to Locate Them
Document This document lists the Most Popular Reports for Circ Managers and Where to Locate them in BCA. Download this document here. Created August 25, 2023
Discard User
Procedure Follow the instructions in this procedure to delete items from WorkFlows using a discard user account. The discard procedure works well if: Your library has many items to delete from WorkFlows, such as from a weeding project. The discard procedure can also...
Create and Delete a Temporary Record for a Non-RSA Interlibrary Loan Item
Procedure When interlibrary loan items are received from libraries outside of RSA, temporary records can be created to allow the items to be checked out to the patron who requested the item. This two-page procedure explains how to create an ILL temp record and how to...
Holds
Policies Clean Holds Shelf List This policy provides a brief explanation of the Clean Holds Shelf List and sets expectations for how items on that list should be handled. Approved by the RSA NFP Users Group on 5 August 2021....
Delivery and ILL
RAILS DELIVERY TEAM CONTACT Email Phone 866.940.4081, option 1 RAILS delivery operates as a separate entity from RSA. The RSA help desk cannot resolve your delivery issues, so please call the...
Billing
Policies Fine Block Limits Policy This policy discusses the standard cumulative fine block limit. Since the purpose of fines is to “facilitate the free flow of information” and not as a punitive measure or source of income, all...
D1500 Numbers (redirects to ILL page)
This page reroutes to a combined page for ILL and Resource Sharing: Interlibrary Loan, Union List Holds, and Other Resource Sharing | RSA Support (librariesofrsa.org) There is no policy, procedure, or standard for this topic. Cheat Sheet D1500 - How to use them and...
Training Update, Fall 2019
Policy Training Update Training RSA member library staff involves a huge investment of time and effort by RSA staff. The need for member training has grown exponentially over the past several years as the RSA membership has grown, and frequent library staff turnover...
Inventory Instructions and Item Statistics in WorkFlows
Policy There is no policy, procedure, or standard for this topic. Cheat Sheets and Guides Inventory Instructions Instructions on how to use WorkFlows to inventory your collection and the reports RSA staff will run to assist you...
Notices in WorkFlows
There is no policy or procedure for this topic. Standard WorkFlows Notices The WorkFlows Notices standard outlines the timing behind courtesy, overdue, and bill notices. The timing recommendation is different depending on whether...
Fine Free Recommendations
There is no policy, procedure, or standard for this topic. Guide Fine Free Recommendations Includes a list of considerations for libraries who are considering transitioning to a Fine Free model of service. Includes RSA Recommendations. (Created July 2020) Download the...
Lost, Missing, Damaged and LOSTTRANS Items
Policy Please refer to Holds Policy for information regarding items lost In-Transit Receipt of Damaged Material This policy discusses the appropriate resolution and documentation of items that have been damaged, either by patrons...
Interlibrary Loan, Union List Holds, and Other Resource Sharing
Interlibrary Loan (ILL) Items Requested by a Non-RSA Library Items requested by a non-RSA library may come via OCLC WorldShare, fax, Find More Illinois, or through Onshelf Items (pick list) from SHARE-ILL libraries. March 2024....