Workflows
An Introduction, a “Workflows” graphic and the following: "What is Workflows? The Workflows client features wizards that allow you to perform complex library tasks quickly and efficiently. Turn to the next page for a list of the wizards.”
Circulation
Wizards
Icon Wizard Descriptions
Checkout Check
out item(s) to user
Discharge/Check in Check in item(s) returned to library by user
Renew User Charges Renew all or single item for user
Renew Single Item Renew a single item, no user information required
Bill a User Create
a record for money owed by user to library
Pay Bill Accept
payment for user bill(s)
User Display Display user records
New User Registration Add a user record to a new user
Confirm Address Confirm and correct user’s address
User Lost Card Update user record with new
identification, blocking old record
Renew Privilege Extend/renew user’s library privileges
User Claims Returned Mark user’s charges with the return date claimed
Modify User Change
information in a user record
Hold Maintenance Display
Hold options
Place Hold Hold
item for user
Trap Holds For
item(s) entered, attach hold to item
Display User Holds Display
all holds for a user
Remove User Hold Select
hold to remove from list of user holds
Display Item Holds Display
all holds on an item
Remove Item Hold Select
hold to remove from list of item holds
Add Brief Title Add
brief title, call number, and copy to the catalog
Item Search and Search and display an item
Display
What’s In Transit? Displays items In Transit to your library.
Receive Items In Transit Receive items that come via the van
Check Item Status Find out
current status of an item and suggested actions.
Mark Item Missing Marks Items record as missing.
CHECK OUT
1. Click on “Checkout” 
or press F5.
2. At the User ID prompt, scan or type in the User ID #. If
you do not know it, use “Lookup User” which appears in the upper left-hand
corner of the Checkout window.
3. At the Barcode # prompt, scan in the item's barcode.
4. When you are done charging materials to that particular
user, click on “Checkout New User” to check materials out to another user.
(NOTE: To close an open window, press ESC.)
NOTE: Workflows will print out a receipt for the user. When
you are done charging out to a user, go over to the receipt printer and press
the "Sel" button. When the "Sel" light is off, press the
"LF" button to advance the paper. Tear off the user's receipt and
give it to him/her. Press the "Sel" button again to reengage the
printer.
DISCHARING
1. Click on “Discharging” 
or press F6,
2. Scan in the item barcode.
3. Watch the screen for Holds or Intransit messages.
4. When you are done, press ESC to close the window.
RENEW USER CHARGES
1. Click on “Renew User Charges” 
or press F7.
2. If you know the User ID, scan or type it in. If not,
click on “User Lookup” to find it by name.
3. When the Renew User screen appears, select All in the
Renew field to renew all user charges. To renew selected user
charges, select Selected in the Renew field. Select the appropriate charge(s)
by clicking on the gray box next to “renew.”
4.Click on OK.
5. A message will appear telling you if any of the renewals
failed. If any failed, investigate them by clicking on Review Items.
RENEW SINGLE ITEM
1. Click on “Renew Single Item” 
or press SHIFT + F7.
2. Type or scan in the item barcode #.
BILL USER
NOTE: A user isn't billed for an overdue item until that
item is discharged.
1. Click on Bill a User: 
or press SHIFT + F8
2. In the “Reason for Bill” field, select one of the
following
BAD-CHECK
BARCODE
DAMAGED
DELINQUENT
FAX
EQUIP-USE*
ILL-CHARGE
LOST-ITEM*
LOST-CARD
OVERDUE*
PHOTOCOPY
PRINT-OUT
PRIVILEGE
(Non-Resident Borrowing Fee)
*These bill reasons are associated with an item. You will be
prompted for an item barcode. If you do not know the item barcode, use Item
Search and Display as instructed in Section Twenty-Two.
3. In the User ID field, type or scan in the User ID. If you
do not know it, click on the Lookup User icon which appears in the Bill a User
window.
4. Click on OK.
5. When the “Enter Bill Information” window appears, enter
the bill amount in the “Bill Amount” field as in the following example: 5.00
6. Click on “Pay Later”. (NOTE: In most cases, LCLS
libraries do not create bills in Workflows for fines/fees that the user decides
to pay immediately.)
PAY BILL
1. Click on “Pay Bill” 
or press F8.
2. Scan or type in the User ID # or use “Lookup User” if the
User ID is unknown.
3. Information about how much the user currently owes will
appear.
4. Tab over to the Payment field and type in the amount of
money you have received from the user (even if you owe them change) as in the
following example: 5.00
5. In the Payment Type field, select one of the following:
CASH
CHECK
FORGIVEN
CANCEL
6. Click on OK.
7. The amount of change you owe the user will appear in the
Change field.
DISPLAY USER
1. Click on “User Display” 
or press F2.
2. Lookup the user by name or User ID.
3. Click on OK or press "Enter" to call up the
user’s record.
NOTE: To see
the user’s PIN number, use the Modify User wizard.
NEW USER REGISTRATION
1. Ask the user for proper ID (e.g.; valid LCLS card;
driver's license; U of S, Marywood, or Penn State student ID).
2. In “User Display” 
or press F2
to look up the user by name to make
sure they are not already registered.
3. Click on “New User Registration” 
or press SHIFT + F1.
4. Attach the next available user barcode (one that says
"Lackawanna County Library System") to the library card. NOTE: User
barcodes begin with the number 4. Item barcodes begin with the number 5.
5. In the “Profile Name” field, select one of the following:
ADULT: A user
who is thirteen years of age or older who lives in Lackawanna County.
JUV: A user who
is twelve years of age or younger who lives in Lackawanna County.
ACCESSADU: A
user who is thirteen years of age or older who does not live in Lackawanna
County but who has a card from another library with an Access PA sticker.
ACCESSJUV: A user
who is twelve years of age or younger who does not live in Lackawanna County
but who has a card from another library with an Access PA sticker.
NETONLY: A user
who is a non-resident, cannot produce valid ID, or does not have a permanent
address who requires Internet access. The user is assigned a 1 month privilege.
User cannot check out any materials other than Internet terminals.
NON-RESADU: A
user who is thirteen years of age or older who does not live in Lackawanna
County but who has paid the non-resident fee.
NON-RESJUV: A
user who is twelve years of age or younger
who does not live in Lackawanna County but who has paid the non-resident
fee.
SPECIAL: A user
who is a board member, staff member, or volunteer at any LCLS library.
STUDENT: A user who does not live in
Lackawanna County permanently, but who
is a student at the University of Scranton, Marywood College, or Penn State.
TEMP: A user who
has no permanent address. The user is assigned a 1 month privilege and limit of
three items at a time.
6. Put your cursor in the User ID field. Type or scan in the
User ID. If you typed it in, press “Enter.” If you scanned it in, do nothing.
7. A new window will appear. In the Lastname, Firstname
field, type in the user's name as in the following example: Gingrich, Newt Delete all remnants of Name Not Yet
Supplied.
8. Tab down to the Title field. Type in one of the following
depending on the desire of the user:
Mr.
Mrs.
Miss
Ms.
9. Tab down to the Alt ID field. Type in the user’s PA
drivers license number, social security number, Marywood student ID number, U
of S student ID number, or Penn State student ID number, or old LCLS number.
Type in the number without dashes or spaces. Please use the following prefixes:
Driver's
License: PADL
Pennsylvania
ID Card: PAID
Marywood
ID: SI
U of S ID: SI
Penn State
ID: SI
Social
Security: SS
Thus, using my Driver’s License Number, my Alt ID would be:
PADL1234567,
Social Security and Student ID’s would be: SS1234 (only use
last 4 digits of SS and SI number)
10. Tab down to
the “Library” field. It should default to your library. If your library name
does not appear in the field, please select it from one of the following
choices:
ABINGTON
CARBONDALE
CHILDLIB
DALTON
GREENRIDGE
INTERBORO
N-POCONO
PROVIDENCE
SCRANTON
TAYLOR
11. Click on the “Privilege” tab. Give the patron his/her
PIN number. If they would like a different PIN number, delete the characters
currently in the field, type in the new PIN number, and override.
12. Click on the
“Demographics” tab. Tab over to the “User Type” field and enter a selection
based on where the user lives using the chart that appears below
