OWLSnet CARL User Guide
Connect vs. X
- Recommended use cases for Workstation and Connect
- Comparison of Workstation and Connect
CARL X Workstation Setup
Workstation settings
- Defaults
- Info about when Workstation resets to defaults (updates)
- System Configuration (Branch and Time Outs)
- Default Search Key
- Spine Label
- Receipt Printing
- Fines
Shortcut Keys
General Circ Procedures
- Material Sharing
- Home Agency
Patron Records
- Basic Organization of patron records
- CARL Block Chart
Searching for Patrons
Patron Registration
Eligibility
Duplicate checking
Creating a new patron record
New card creation guide
Name policy/format info
Address format info
Creating cards with specific patron types
Adult cards
Juvenile cards
Parental Permission to Use the Internet
Community cards
Employee cards
ILL cards
Internal Cards
Institution cards
Internet only cards
Walking books
Editing patron records
Patron Record Update Form
Renewing Cards for your Home Agency
Renewing Cards for Another Home Agency
Address Changes
Home Agency Change
Name Changes
Mail Returned
Inserting a message in a record
Merging patron records
Change/reset PIN
Lost Cards
Replacement Fee
Lost card procedure
Copy Patron Record
Deleting Patron Record
Checking Out
Check Out
Modify Due Date
ILL Checkout
In-House Use
Checking out on-the-fly
Limits on Checkouts
Return of Library Material
Check In/Returns
Backdating Returns
Damaged Items with Holds (Check In)
Renewal of Library Material
“Short Loan” Stickers
Noting Damage
Converting on the fly
Offline Circ
Printing
Printing Hold Shelf Slip
Printing check in receipt
Print transit slip
Printing receipt with all the items a patron has checked out
Fines
Add fine to patron account
Manual fine
Standard fee
Lost (Billed)
Making a payment
Partial payment
Waive fines
Payment for Lost and Billed Materials
View patron fines history
Placing Holds
CARL-X
CARL Connect (missing)
Multiple holds on a single title
Item and issue-level holds
Editing holds
Fulfilling holds at check in
Holds management
Cancelling Holds in CARL-X
Items
Searching for bibs and items
Adding Items
Deleting items
Moving Items (CARL-X)
Print Spine Label
Suppress bibs/items
Withdrawing Items using Global Update (In Bulk)
Codes
Branch Codes
Location Codes
Media Codes
Required Reports
Print Notices (not really)
Clear Hold Shelf (not really)
Paging List/Fill List
Search Shelves before billing
Should be short loan
Stale Holds
Recommended Reports
Unfilled Holds (revisit)
Patron List – New patrons report
Lost Items
Holds Purchase
Claims returned/claims never had
Holds expired/cancelled holds
In transit
Items in processing with holds (necessary?)
Problem discards
Patron purge
Self-Serve Reports
Daily Circulation Activity Statistics
Checkouts by media and patron type
Circ by call number
Hourly/Daily checkout statistics
[paid items]
Available by Request
Monthly Posted Reports
Checkouts and Renewals by Municipality
Checkouts and Renewals
ILL
Titles and Items held by library
Bills paid by transacting library
Bills paid by owning library
OCLC
Cat Request
Cat Help
OWLSnet Help
Cat Help
Connect vs. X
- Recommended use cases for Workstation and Connect
- Comparison of Workstation and Connect
CARL X Workstation Setup
Workstation settings
- Defaults
- Info about when Workstation resets to defaults (updates)
- System Configuration (Branch and Time Outs)
- Default Search Key
- Spine Label
- Receipt Printing
- Fines
Shortcut Keys
General Circ Procedures
- Material Sharing
- Home Agency
Patron Records
- Basic Organization of patron records
- CARL Block Chart
Searching for Patrons
Patron Registration
Eligibility
Duplicate checking
Creating a new patron record
New card creation guide
Name policy/format info
Address format info
Creating cards with specific patron types
Adult cards
Juvenile cards
Parental Permission to Use the Internet
Community cards
Employee cards
ILL cards
Internal Cards
Institution cards
Internet only cards
Walking books
Editing patron records
Patron Record Update Form
Renewing Cards for your Home Agency
Renewing Cards for Another Home Agency
Address Changes
Home Agency Change
Name Changes
Mail Returned
Inserting a message in a record
Merging patron records
Change/reset PIN
Lost Cards
Replacement Fee
Lost card procedure
Copy Patron Record
Deleting Patron Record
Checking Out
Check Out
Modify Due Date
ILL Checkout
In-House Use
Checking out on-the-fly
Limits on Checkouts
Return of Library Material
Check In/Returns
Backdating Returns
Damaged Items with Holds (Check In)
Renewal of Library Material
“Short Loan” Stickers
Noting Damage
Converting on the fly
Offline Circ
Printing
Printing Hold Shelf Slip
Printing check in receipt
Print transit slip
Printing receipt with all the items a patron has checked out
Fines
Add fine to patron account
Manual fine
Standard fee
Lost (Billed)
Making a payment
Partial payment
Waive fines
Payment for Lost and Billed Materials
View patron fines history
Placing Holds
CARL-X
CARL Connect (missing)
Multiple holds on a single title
Item and issue-level holds
Editing holds
Fulfilling holds at check in
Holds management
Cancelling Holds in CARL-X
Items
Searching for bibs and items
Adding Items
Deleting items
Moving Items (CARL-X)
Print Spine Label
Suppress bibs/items
Withdrawing Items using Global Update (In Bulk)
Codes
Branch Codes
Location Codes
Media Codes
Required Reports
Print Notices (not really)
Clear Hold Shelf (not really)
Paging List/Fill List
Search Shelves before billing
Should be short loan
Stale Holds
Recommended Reports
Unfilled Holds (revisit)
Patron List – New patrons report
Lost Items
Holds Purchase
Claims returned/claims never had
Holds expired/cancelled holds
In transit
Items in processing with holds (necessary?)
Problem discards
Patron purge
Self-Serve Reports
Daily Circulation Activity Statistics
Checkouts by media and patron type
Circ by call number
Hourly/Daily checkout statistics
[paid items]
Available by Request
Monthly Posted Reports
Checkouts and Renewals by Municipality
Checkouts and Renewals
ILL
Titles and Items held by library
Bills paid by transacting library
Bills paid by owning library
OCLC
Cat Request
Cat Help
OWLSnet Help
Cat Help