Circulation Training Exercises

Library staff can use the Sitka Training Server to work through these exercises.

Exercise 1 → Login

  1. Log into the staff client. For usernames and passwords see Sitka Training Server Access (Co-op website login required) or contact Co-op Support

Exercise 2 → Set Toolbars

  1. Add Bookmarks to the Chrome Bookmark Bar for Check Out, Check In, and Search the Catalogue

For more information see our documentation and videos.

Exercise 3 → Search for Patron by name

  1. Go to Search -> Search for Patrons [F4]
  2. Write down 1 patron barcode _____________________

For more information see our documentation and videos.

Exercise 4 → Search for Patron by barcode

  1. Go to Circulation -> Check Out [F1]
  2. Enter the patron barcode from Exercise 3

For more information see our documentation.

Exercise 5 → Check Out

  1. Check out some items. You can use the item barcodes available on the Sitka Training Server webpage

For more information see our documentation and videos.

Exercise 6 → Add an alert to the patron account

  1. Go to the Notes tab

For more information see our documentation.

Exercise 7 → Edit Patron record

  1. Go to the Edit tab
  2. Add an email address

For more information see our documentation.

Exercise 8 → Check In

  1. Your patron returns some of the items they had checked out. Check these items in

For more information see our documentation and videos.

Exercise 9 → Register a New User

  1. Go to Circulation -> Register Patron
  2. Fill in information for your patron. Make sure to fill in all required fields.
  3. Click Save

For more information see our documentation and videos.

Exercise 10 → In-House

  1. Go to Circulation -> Record In-House Use
  2. Check in some items. You can use the item barcodes available on the Sitka Training Server webpage
  3. Change the # of uses to 5 and check in another item

For more information see our documentation.

Exercise 11 → Holds

  1. Search the catalogue for one of your favourite books
  2. Place a title level hold for your patron
  3. Look under Holds in your patron’s record. What is the status of the hold?

For more information see our documentation and videos.

Exercise 12 → Reset the patron’s password

  1. Go to Search -> Search for Patrons [F4]
  2. Retrieve the patron from Exercise 3
  3. Go to the Edit tab
  4. Change the patron’s password and save the account

For more information see our documentation and videos.