INFOhio Campus

Welcome to the BLUEcloud Circulation Class

 

Learning Objectives

Use the following objectives to check your learning as you proceed through the class:

  • Successfully log into BLUEcloud Central.
  • Set context to the desired institution (school building).
  • Create a new patron record.
  • Search for an existing patron.
  • Check an item out to a patron.
  • Check in an item.
  • Renew or edit the due date of an item.
  • Explore special circulation features such as check item status and mark items used.
  • Create a bill and view an existing bill.
  • Make a partial and full payment on an existing bill.
  • Place a hold on an item for a patron.
  • View an existing hold.
  • Reflect on learning by sharing information with others.

 

In this course, you will work through several lessons on BLUEcloud Circulation focusing on how to access, use, and integrate it into your library. Learn how to start the checkout process without even a click—just scan the materials or the user’s ID card. Also learn how to apply special due dates, transit items, and trap holds so items are routed without a hitch. Below is a description of each lesson and an estimate of the amount of time it may take to complete each one.

To enhance your participation in the class:

  • Click links to access additional resources.
  • Download exercise files from the Exercise Files tab on the main page of the class or from the bottom of individual lessons.
  • Click images to make them bigger.
Getting Started
  • BLUEcloud Circulation Pre-test: Take a quiz to find out what you know or need to know about BLUEcloud Circulation. 5 minutes
  • Welcome to the BLUEcloud Circulation Class: Review the class objectives and overview. 10 minutes
  • Using Open Space Groups: Join the BLUEcloud Library Services group in Open Space. In this group, discuss and reflect on the integration of this resource into the library with like-minded librarians. 5 minutes
  • How to Navigate BLUEcloud: Learn how to access and navigate BLUEcloud. 10 minutes
Patron Management
  • Patron Search: Learn how to locate a patron record. 15 minutes
  • Patron Registration: Learn how to add a new patron to BLUEcloud. 15 minutes
Basic Circulation
  • Check out an Item: Learn how to check out and circulate materials from a patron record. 15 minutes
  • Check in an Item: Learn how to check in materials with BLUEcloud Circulation. 15 minutes
  • Renew an Item: Learn how to renew or edit the due date of items that a patron has checked out. 10 minutes
  • Special Circulation Functions: Learn how to check an item's status, mark items used, and receive transits. 10 minutes
  • What Have You Learned So Far? Mid-Class Quiz: Test your knowledge of what you have learned so far in this mid-class quiz. 5 minutes
Bills
  • Creating, Viewing, and Paying Bills: Using the available Bills panel, learn how to create, view, and pay bills. 20 minutes
Holds
  • Viewing Holds: Learn how to view holds. 15 minutes
  • Placing Holds and Searching the Catalog: Learn how to place and manage holds. 20 minutes
Checking your Learning
  • Self-Assessments: Answer questions to reflect on what you learned. 10 minutes
  • Contact Hours Quiz and Certificate: Take a quiz to earn a certificate for 3 contact hours. 5 minutes

If you need any help while you complete the course, please contact us at support.infohio.org.

Exercise files for this lesson

Print this document to use to help you practice the skills you have learned.
The trainer guide provides an overview of the class including lessons, reflection opportunities, and optional face-to-face activities.
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