OWWLUG Meeting, Friday, July 25, 2014


Fall Support Staff Workshop

Friday Spetember 12, 2014, 9:00-3:00 at PLSHQ. Sign up via the Calendar of Events. Contact Heidi Jensen with questions.

Bills Review

Paying bills, negative balances, quirks of the bills interface

  • Check vs. select bills
  • Annotate payment
  • Bill history
  • Print receipts - configuration at the Workstation/Printer Settings level vs. function settings (Check Out, Bills, etc.)
  • Refund negative balances - the Actions for Selected Bill > Refund option vs. Add Billing; finally figured out one thing that causes the prompt to add billing
  • Add Billings - creates a bill attached to an existing circulation/bill transaction; this is different from Bill Patron, which creates a single, stand along bill
  • Query: can we add a "select one" prompt at the Payment type selection so that staff are forced to select a payment option, rather than use the "Cash" option which appears as default


Excel basics for efficient work with PLS reports and best practices for resolving problem records appearing on reports. We will focus specifically on the Lost Items Report, New Items Expired Report, Monthly New Users Report


Search the Catalog: change the format

Strict barcode

Call Number prefixes and suffixes

How to print screen

Delete items/volumes

Money handling processes

Change residency/school district codes when updating patron records

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