Circulation

Using the Serial Control Module in WorkFlows

Guide Begins with instructions how to initially setup the Serial Control module in WorkFlows. This guide also includes instructions on creating the serial control, defining patterns around a serial's release schedule, checking in serials, and deleting holdings. August...

Circulation Training Resources

Cheat Sheet RSA recommends that you review the following documents and videos available at our support site and YouTube channel. This list is a useful primer on RSA’s policies and standards regarding Holds and on how to manage holds in WorkFlows. These resources...

Mark Item Used Wizard

Guide The Marked Item Used wizard keeps a count of items used in the library but never checked out. The count is included as part of your library’s monthly circulation statistics. Some examples are: Books used by patrons in the library but never charged out Magazines...

MobileStaff

Cheat Sheets and Guides MobileStaff Installation, Activation, and Setup Cheat Sheet Using a library-owned mobile device, download the BLUEcloud MobileStaff app from the Apple App Store here for iPads, or Google Play store here...

Holds Parameters

The contents of this page were recently moved from the Circulation Parameters page. February 2024. The RSA Library delivery codes listing is available here: RSA_Library_Delivery_Codes on the RSA Member Libraries Page. Please...

Users

Policies Patron Registration This policy covers registering a patron for a library card in RSA. It specifically covers how new patrons must be entered into the RSA database. The policy also outlines potential issues, like...

Discard User 

Procedure Follow the instructions in this procedure to delete items from WorkFlows using a discard user account. The discard procedure works well if: Your library has many items to delete from WorkFlows, such as from a weeding project. The discard procedure can also...

Holds

Policies Clean Holds Shelf List This policy provides a brief explanation of the Clean Holds Shelf List and sets expectations for how items on that list should be handled. Approved by the RSA NFP Users Group on 5 August 2021....

Delivery and ILL

RAILS DELIVERY TEAM CONTACT Email Phone 866.940.4081, option 1 RAILS delivery operates as a separate entity from RSA. The RSA help desk cannot resolve your delivery issues, so please call the...

Billing

Policies Fine Block Limits Policy This policy discusses the standard cumulative fine block limit. Since the purpose of fines is to “facilitate the free flow of information” and not as a punitive measure or source of income, all...

D1500 Numbers (redirects to ILL page)

This page reroutes to a combined page for ILL and Resource Sharing: Interlibrary Loan, Union List Holds, and Other Resource Sharing | RSA Support (librariesofrsa.org) There is no policy, procedure, or standard for this topic. Cheat Sheet D1500 - How to use them and...

Training Update, Fall 2019

Policy Training Update Training RSA member library staff involves a huge investment of time and effort by RSA staff. The need for member training has grown exponentially over the past several years as the RSA membership has grown, and frequent library staff turnover...

Notices in WorkFlows

There is no policy or procedure for this topic. Standard WorkFlows Notices The WorkFlows Notices standard outlines the timing behind courtesy, overdue, and bill notices. The timing recommendation is different depending on whether...

Fine Free Recommendations

There is no policy, procedure, or standard for this topic. Guide Fine Free Recommendations Includes a list of considerations for libraries who are considering transitioning to a Fine Free model of service. Includes RSA Recommendations. (Created July 2020) Download the...

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