There is no policy, procedure, or standard for this topic. Guide Item Search Helper Instructions on using the Item Search and Display Wizard and Item Search Helper. (October 2019) Download the Item Search Helper guide A very brief introduction to using the Item Search...
Circulation
Circulation
Email Receipt Buttons
Guide Email Receipt Buttons Instructions how to email a receipt to a patron from the checkout wizard.This feature is turned on by default for all RSA Online and Basic Online member libraries. (Revised December 2017) Download the Email Receipt Buttons guide
Circulation Helpers in WorkFlows
Guide Circulation Helpers This guide lists the use for each circulation helper, its properties, and the wizards in which that helper appears. (Revised November 2017) Download the Circulation Helpers guide
Circulation Quick Reference Guide (WorkFlows)
Guide WorkFlows Circulation Quick Reference Guide One-page reference sheet for commonly used circulation functions. (Revised May 2022) Click here to download the WorkFlows Circulation Quick Reference Guide
Keyboard Shortcuts
Cheat Sheet Keyboard Shortcuts How to set up and use keyboard shortcuts in WorkFlows. Also includes a list of the default shortcut keys. Download the Function Keys and Keyboard Shortcuts for the Circulation Module cheat sheet
Add Brief Title Helper
There is no policy or standard for this topic. Procedure Setting Up the Add Brief Title Helper This procedure details how to configure WorkFlows in the Properties menu so that the Add Brief Title Helper works correctly. July...
Item Renewal
Policy Item Renewal The policy regarding renewals for items with holds, as well as renewal limits on items loaned to other libraries. The renewal item policy was approved by the RSA NFP Users Group on February 9, 2024. Download...
Discharge Items (Check In)
There is no policy, procedure, or standard for this topic. Cheat Sheets and Guides Discharging Items This cheat sheet explains when to use the various discharge wizards in the WorkFlows Circulation module. September 2024....
RAILS (External Links)
eRead Illinois Boundless Data Access the eRead Illinois Boundless Data Inventory for IPLAR Dashboard (provided by RAILS) IPLAR Collection Counts Public libraries, find the number of e-books and audiobooks in the eRead Illinois Boundless collection at the end of your...
Monthly Statistic Reports
This page contains the downloadable statistics archive. If you are looking for other system reports not included on this page, please see the System Generated Reports page. Circulation 1. Checkouts and Renewals – Last Month Download 2024 Download 2023 Download 2022...
Billing Parameters
Payment Types View the list of Payment Types Lists the different ways a bill is marked as paid (cash, forgiven, canceled, epay, etc). Bill Reasons View the list of Bill Reasons Updated 1st week of the month The reasons for a bill...
Circulation Parameters
Parameters are the codes and rules that make the RSA system work the way you want it to for your library. For example, parameters determine the codes you assign to the items you catalog, how long items can be checked out, and if...
Library Codes, Item and User Barcode Prefixes
Library Codes View the list of all Library Codes on the RSA Member Libraries page Each library has been assigned a code of 10 digits or less which is used to define each library in the system. If you need to find a library...
Offline Mode (redirects to WorkFlows Setup)
This page redirects to the WorkFlows Setup and Configuration page > Using WorkFlows Offline Mode. Guide Using WorkFlows Offline Mode Step-by-step instructions how to use offline mode to check out and renew items when you cannot...
Patron Checkout History
There is no policy, procedure, or standard for this topic. Cheat Sheets and Guides Patron Checkout History Download the Checkout History guide Printing Charge History From RSAcat Download the Printing Charge History From RSAcat cheat sheet
Special Due Date Helpers
Guide Special Due Date Helpers This guide discusses how to use the special due date helper in the checkout, renew user, and renew item wizards. August 2024. Download the Special Due Date Helpers guideView Using the Special Due Date Helper Video - 3:25...
Patron Notes
Policy Patron Notes Policy The policy for how patron notes must be entered into the RSA database. These were approved by the RSA NFP Users Group on March 1, 2012 and revised December 2012. Download the Patron Notes policy Guide Removing a Blank Note from a User's...