Logging Onto AutoCirc and Getting to the Charge Screen:

The following instructions are followed by screen shots as they would appear after each set of steps is fulfilled. To logon:

• Type "st" and press to get to the welcome screen.
• Type "logon" and press enter.
• Type in your logon initials, a space, and your password. Press enter.
• For example:
  • ABC DEFGHI
• GLADIS should respond with, "Logon request was successful." If the screen says "Invalid initials" or "Invalid password", logon again.
• Type "ch" and press enter to get to a blank charge screen pictured below.

NOTE: Do not logon with a supervisory password unless you wish to make an exception. After making an exception, logoff immediately.

                             WELCOME TO GLADIS
    The University of California's Online Library Catalog  
************************************************************
Type "news" for a list of library news and information
screens.
************************************************************

Enter one of these two letter codes, then press the RETURN
key:

FI FIND (to do a search)
HE HELP (for online help)
NE NEWS (for online news)
CO COMMENTS (to send the library your comments)
ST START or STOP (returns you to this screen)

------------------------------------------------------------
**> Logon request was successful
**>
**>
------------------------------------------------------------
===> CH 

Charging an Item Out to a Patron:

• Wand the barcode of the patron's student I.D. or library card. If the light wand is unable to read the barcode, key the barcode and press enter,
• or
• type the patron's name: Last,First and press enter.

                               CHARGE SCREEN

------------------------------------------------------------
Wand patron id or type patron's name: LAST,FIRST


------------------------------------------------------------
===> L11122233

• The example below shows the charge screen after pressing enter (in the instructions directly above).

                               CHARGE SCREEN


AUGUSTUS,CAESAR                              P.O. BOX 3200
Loan privilege: 4                            NORTH BERKELEY STA.
L11122233                                    BERKELEY CA 94709

04 borrower currently has 3 items checked out.

                         -------------------------

------------------------------------------------------------
To charge next item to this patron, wand book barcode or type call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name.
------------------------------------------------------------
===> C029577882

• The patron's name, affiliation, and address will be displayed.
• If the patron is an 04 borrower, the number of items he/she has checked out will also be shown.

NOTE:

• Verify patron's identity by asking for his/her address.
• Wand the barcode in the back of the book,
• or
• key the barcode and press return. If the book has no barcode, click here for instructions.

EXCEPTIONS:

• If patron's card is expired or privileges are blocked, refer patron to a supervisor.
• If patron's address has changed, have her/him fill out a change-of-address form.
• Category 0 patrons (Reference Use Only) do not have borrowing privileges.
• Once you have pressed enter, the screen would look like the following example:

                               CHARGE SCREEN

AUGUSTUS,CAESAR                        P.O. BOX 3200
Loan privilege: 4                      NORTH BERKELEY STA.
L11122233                              BERKELEY CA 94709

04 borrower currently has 4 items checked out.

                         -------------------------

 LA722.M3
 ED-P                               C029577882

Above item is charged and due 03/06/92

------------------------------------------------------------
To charge next item to this patron, wand book barcode or type
call number.  To begin charging to a different patron, type CH
OR type CH & either wand patron id or type patron's name.
------------------------------------------------------------
===> CH

• The terminal will beep and display the book's call number, location, and the message, "Above item is charged and due...".
• If AutoCirc asks for more information instead of doing the above, click here for further information.
• Choose the correct dater and stamp the due date on date slip in the back of the book. Make sure the stamped date is the same as the due date on the screen.
• Desensitize the book.
• If the patron has more books to be charged, wand the barcode of the next book, etc.
• When all the patron's books have been charged, tell the patron when they are due. Make sure the patron knows which are long-term loans and which are short-term, and that all books are subject to recall.
• When finished charging books to this patron, type "CH" and press enter.
• After any AutoCirc transaction is completed, go back to a blank charge screen,
• or
• logoff by typing "st" or "logoff" and press enter.

No Barcode in the Book

                               CHARGE SCREEN

CATO,CENSORIUS                 ED/PSYCHOLOGY LIBRARY
Loan privilege: 3              1600 TOLMAN HALL
L10001111                      CAMPUS 94720

                         -------------------------



------------------------------------------------------------
To charge next item to this patron, wand book barcode or type call number.  
To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name.
------------------------------------------------------------
===> P123 W63

The call number may be keyed without spaces or use of upper case. An exception to this is when there is a date in the call number which should always be entered with a space after that portion of the call number field that precedes the date. Units may prefer to enter call numbers using a space between each element, and using both upper and lower case. The call number label can be used as a guide to determine which letters should be in lower and upper case. Press enter after keying in the call number. DO NOT include copy information. DO NOT include volume information unless the item is an "mvm" (a multi-volume monograph), or an analytic which is circulated as a monograph (see Glossary for the definition of "analytic" and "mvm").

     PS3535		Enter as ps3535a35pe69 1987
     A35 Pe69    	or as PS3535 A35 Pe69 1987
     1987        
     v.1              
     copy 2           
 
     LB          	Enter as lb5n2set2
     5           	or as LB5 N2 set2
     N2          
     v.49:1		"Set" and "ser." are usually considered      
     Set 2              part of the call number  

     LB5         Enter as lb5n2set2ser.2
     N2          or as
     Set 2       LB5 N2 set2 ser.2
     Ser.2            
     v.50:3      If "set" and "ser." both appear in a call number,"set" 
		 precedes "ser." Think about how it would be shelved: one
		 would expect find LB5.N2, then LB5.N2 set2, then LB5.N2 ser.2,
		 then LB5.N2 ser.2 set2. 

If you make a mistake you can abort the charge by keying ** and pressing enter, and then start over again.

                               CHARGE SCREEN

CATO,CENSORIUS                               ED/PSYCHOLOGY LIBRARY
Loan privilege: 3                            2600 TOLMAN HALL
  L10001111                                  CAMPUS 94720

                         -------------------------


------------------------------------------------------------
Type volume/copy info, followed by  and wand barcode.
  Ex: item with vol/copy info:    v.1, copy 2\B000123456
      item without vol/copy info: \B000234567
------------------------------------------------------------
===> v.2\B006988064

GLADIS will ask for volume and copy (v/c) information, and for the new barcode.

Note: the v/c information must be separated from the barcode by a backslash (not a /). If there is no v/c information to be added, just type a backslash and wand the barcode.

     PS3535           Enter as v.1, copy 2\B004502319
     A35 Pe69
     1987                      
     v.1
     copy 2


     BF               Enter as \C029661074
     323
     C5
     N861
     1975

     LB5              Enter as v.49:1\C102546764
     N2
     Set 2
     Ser.2
     v.49:1

The following screen example shows a completed charge:

                               CHARGE SCREEN

CATO,CENSORIUS                               ED/PSYCHOLOGY LIBRARY
Loan privilege: 3                            2600 TOLMAN HALL
  L10001111                                  CAMPUS 94720

                         -------------------------

P123 W63 v.2
MAIN

The above item is charged and due 02/14/92.

------------------------------------------------------------
To charge next item to this patron, wand book barcode or type
call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name.
------------------------------------------------------------
===>

If a Record With the Same Call Number Already Exists Which Has at Least One Holding For Your Location:

• GLADIS will search the database for an exact call number match.

If it finds a match,

• it will add a holding for your unit to the existing GLADIS record with the above barcode and v/c information.
• GLADIS will also calculate the due date based on whether the item is a book or serial, and
• charge the item to the patron.

If a Record Does Not Already Exist In GLADIS:

If the call number is not already in GLADIS, a temporary Q-level (quick and incomplete) record for the item must be created. GLADIS will prompt for the title, and ask whether the item is a book or a serial.

• Type the title. If it is in a non-Roman alphabet, type the foreign title.
• Type \B if the item is a book, or \S if it is a serial.
• Note: Analytics should be coded as books if they circulate as a monograph. If they circulate as a serial, code them as a serial.
• Press enter.
• If you make a mistake, abort the charge by keying ** and start over again.

The screen will look like this:

                               CHARGE SCREEN

CATO,CENSORIUS                               ED/PSYCHOLOGY LIBRARY
Loan privilege: 3                            2600 TOLMAN HALL
  L10001111                                  CAMPUS 94720

                         -------------------------

More info is needed to charge BF323 C5 * -- see instructions
below.


------------------------------------------------------------
Type title and format (book = B, serial = S), separated by .
  Ex: book:The old man and the sea\B serial:Journal of
linguistics\S
------------------------------------------------------------
===> Illusion of attitude change\B

and finally, like this after you've followed the prompted instructions:

                               CHARGE SCREEN

CATO,CENSORIUS                               ED/PSYCHOLOGY LIBRARY
Loan privilege: 3                            2600 TOLMAN HALL
  L10001111                                  CAMPUS 94720

                         -------------------------
BF323 C5 N861 1975
MAIN

The above is charged and due 02/14/92.

------------------------------------------------------------
To charge next item to this patron, wand book barcode or type
call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name.
------------------------------------------------------------
===>

GLADIS will

• create a temporary Q-level bibliographic record for the item,
• calculate the due date based on whether the item is a book or a serial, and
• charge it to the patron.

Patron List

Your search is for Patron: VIRGILIUS,MAR

     Patron list
     -----------
     1.    VIRGILIUS,MARCELLUS         521 J STREET DAVIS, CA 95616
           EXPIRED: 92/01/31           Loan privilege: 1  10661862
     2.    VIRGILIUS,MARO P            2312 WARRING ST BERKELEY CA 94704
           RN/CDL: 22288844            Loan privilege: 2  10007744
           AUTO BLOCKED for 4 item(s).
     3.    VIRGILIUS,MARO POLYDORUS    2477 HASTE ST BERKELEY, CA 94704
                                       Loan privilege: 3  L16662221
     4.    VIRGILIUS,MARO PUBLIUS      1533 HEARST AVE BERKELEY, CA 94704
           RN/CDL: C1353468            Loan privilege: 4  L10627777
           AUTO BLOCKED for 13 item(s).
           BLOCKED: In Collection, Phase I. Refer to Terry at 2-3049.
     5.    VIRGILIUS,MARTINIUS    1070 WOODLEY AVE GRANADA HILLS, CA 91714
           RN/CDL: R0221553            Loan privilege: 0  L00011223
       
-----------------------> CONTINUED ON NEXT SCREEN <---------------------------
Type a line number and press RETURN to select a patron; or
type a command. COMMANDS: RETURN = next screen   PS = previous screen   
LEAVE = to return to previous screen
------------------------------------------------------------
===> 1

If a patron's name is keyed, rather than the patron's barcode, a list will appear if more than one patron record matches the name you typed in. The list will include

• each patron's name
• address
• loan privilege
• student roster or California Driver's License number, and
• patron I.D.

The list will also indicate if a patron's card is:

• expired
• AutoBlocked or
• blocked.

A screen may contain up to six patron names. If there are more records than will fit on one screen, page through them by pressing enter for the next screen, "PS" for the previous screen, and "FS" for the first screen.

To select a patron from the list,

• type the line number which corresponds to her/his name, and press enter.

The selected patron record will be displayed on the CHARGE screen. If you are not sure who is the right patron, ask for an address or middle name to further identify the patron.

Expired Patron Record

                              CHARGE SCREEN

VIRGILIUS,MARCELLUS                          521 J STREET
Loan privilege: 1                            DAVIS,CA 95616
  10661862
 *** EXPIRED: 91/09/11 ***

                         -------------------------


------------------------------------------------------------
To charge next item to this patron, wand book barcode or type
call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name (last,first).
------------------------------------------------------------
===>

AutoCirc will not normally allow any items to be charged to an expired patron record.

• If a patron's borrowing card has expired, refer the patron to the Privileges Desk in MAIN Circulation to renew her/his card.
• If the patron's record in GLADIS has expired but her/his borrowing card appears valid, a supervisor should call the Privileges Desk to see if the record can be updated over the phone.

A supervisor can over-ride the expired record. To do so:

• type "st" or "logoff" and press enter.
• When the Welcome screen appears, logon with a supervisory logon.
• Type "ch" and press enter.
• Wand in the patron's barcode
• or
• type the patron's name LAST,FIRST and press enter.

The Charge screen will still say the patron's record is expired, but the system will allow books to be charged to the patron anyway. AS SOON AS YOU FINISH THIS TRANSACTION, LOGOFF IMMEDIATELY to avoid making inadvertent over-rides and exceptions.

When you are logged on with a supervisor logon, the system automatically makes many kinds of exceptions with no warning that it has done so. It assumes that if you are on a supervisor logon, you intend to make these exceptions.

Note: If you are logged on with a supervisory password, AutoCirc screens will have an onscreen warning: WARNING: check logon.

Autoblocked Privileges

                               CHARGE SCREEN

VIRGILIUS,MARO P                       2312 WARRING ST
Loan privilege: 2                      BERKELEY,CA 94704
  10007744

 AUTO BLOCKED for 4 items.

                         -------------------------

------------------------------------------------------------
To charge next item to this patron, wand book barcode or type
call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name (last,first).
------------------------------------------------------------
===> INV *

AutoCirc will not normally allow any items to be charged to an AutoBlocked patron record, unless the patron has faculty loan privileges (See the section on AutoBlock for a complete explanation). If a patron is AutoBlocked, an online inventory should be done for the patron in order to find out what overdue item(s) is/are causing the block. The Auto-Blocking items will show up first on the inventory. Each of these items must be returned to and discharged by the owning branch before the AutoBlock can be lifted. Claims Returned's can only be done by the owning branch.

To do an inventory:

• When the patron's record is on the Charge screen, type "inv *" and press enter. The inventory will be displayed on the screen.
• Print all screens with AutoBlocked items and give the print-outs to the patron.

See the section on Inventories for more information. See the section on AutoBlock below for information on how to over-ride an AutoBlock.

Note: If you are logged on with a supervisory password, AutoCirc screens will have an onscreen warning: WARNING: check logon.

Privileges Desk Block

                               CHARGE SCREEN

VIRGILIUS,MARO PUBLIUS                 	   1533 HEARST AVE
Loan privilege: 4                            BERKELEY, CA 94703
  L10627777

04 borrower currently has 19 items checked out.
AUTO BLOCKED for 13 items. BLOCKED: In Collection, Phase I.
Ref*

                         -------------------------


------------------------------------------------------------
To charge next item to this patron, wand book barcode or type call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name (last,first).
------------------------------------------------------------
===>

A Privileges Desk Block can only be removed by the Privileges Desk. However, it can be over-ridden if you are logged on with a supervisory logon. Note that if a patron's record has a Privileges Desk Block, the record will say BLOCKED. A record may be both AutoBlocked and Blocked. A Privileges Desk Block will give a reason for the block

EXAMPLES:

• BLOCKED: In Collection, Phase II. Refer to Terry at 2-3049.
• BLOCKED: Lost card
• BLOCKED: Outstanding bills at BIOS. Refer to MAIN PRIVILEGES DESK.

• Tell the patron the reason for the block.
• Refer them to a supervisor if the reason for the block is outstanding bills at your unit.


• Otherwise,


• refer the patron to the Privileges Desk. Inform the patron if he/she is also AutoBlocked and give a print-out of his/her inventory listing all AutoBlocked items.

See the section on the patron file for more information on Privileges Desk Blocks.

Note: If you are logged on with a supervisory logon, AutoCirc screens will have an onscreen warning: WARNING: check logon.

20 Item limit for 04 Borrower

 

                       
                               CHARGE SCREEN

NASO,PUBLIUS OVIDIUS                         943 REGAL RD
Loan privilege: 4                            BERKELEY, CA 94708
  L10666688

 NO FURTHER CHARGES: 04 borrower currently has 20 items checked out.

                         -------------------------

------------------------------------------------------------
To charge next item to this patron, wand book barcode or type call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name
(last,first).
------------------------------------------------------------
===>

Category 4 borrowers are limited to a total of 20 items charged out at one time. Once the 20 item limit is reached, the patron must return one book for each book she/he wants to currently charge.

To over-ride the limit, you must use a special logon (the same as the one used to over-ride AutoBlock). Not all units have such a logon.

For more information, see the section on LSPP (Library Services Priority Program).

Note: If you are logged on with a supervisory password, AutoCirc screens will have an onscreen warning: WARNING: check logon.

Reference Use Only

                               CHARGE SCREEN

VIRGILIUS,MARTINIUS                      1070 WOODLEY AVE
Loan privilege: 0                 	     GRANADA HILLS, CA 91704
  L00011223

                         -------------------------

     RC281.C4.S994 1982
     ED-P                         C028670253
                 SAME DAY LOAN
 Above item is charged and due 03/23/92.

------------------------------------------------------------
To charge next item to this patron, wand book barcode or type call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name (last,first).
------------------------------------------------------------
===>

Category 0 patrons (Reference Use Only) do not have borrowing privileges. Reference Use patrons are given library cards so they can place holds and searches, and have materials paged from the MAIN stacks. If an item is charged to a Reference Use patron, it will be charged as a Same Day Loan (except for 2-hour material, which will be charged for 2 hours).

Retrieving Current Patron Record



                               CHARGE SCREEN


                         -------------------------


------------------------------------------------------------
To charge next item to this patron, wand book barcode or type call number.
  To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name (last,first).
------------------------------------------------------------
===> *

Whenever a patron record is used to make:

• a charge
• a hold
• a search
• an inventory or
• patron file inquiry

the patron's record will remain in the AutoCirc terminal's temporary memory until the terminal is logged off or until another patron's record is used.

To retrieve the current patron record from the terminal's memory,

• type * and press enter.

By using * to retrieve the current patron record, you are able to

• charge books
• place holds and searches
• do a patron file inquiry and an inventory
• and have to enter the patron's barcode or name only once

Aborting a Charge

                               CHARGE SCREEN

CATO,CENSORIUS                               ED/PSYCHOLOGY LIBRARY
Loan privilege: 3                            2600 TOLMAN HALL
 L10001111                                   CAMPUS 94720

                         -------------------------

More info is needed to charge BF323 C5 * -- see instructions
below.


------------------------------------------------------------
Type title and format (book = B, serial = S), separated by .
  Ex: book:The old man and the sea\B serial:Journal of
linguistics\S
------------------------------------------------------------
===> **

A charge in progress can be aborted by typing ** and pressing enter. Once a charge has been completed, it cannot be aborted. If you wish to remove a completed charge, discharge the item. In the above screen, the charge has not been completed and can therefore be aborted.

                               CHARGE SCREEN

AUGUSTUS,CAESAR                        P.O. BOX 3200
Other affiliation                      NORTH BERKELEY STA.
 L11122233                             BERKELEY CA 94709

04 borrower currently has 4 items checked out.

                         -------------------------
LA722.M3
ED-P                  C029577882

Above item is charged and due 03/06/92

------------------------------------------------------------
To charge next item to this patron, wand book barcode or type call number.  
To begin charging to a different patron, type CH
    OR type CH & either wand patron id or type patron's name.
------------------------------------------------------------
===>

In the above screen, the due date has been calculated and the item charged. In this case, the charge has been completed and cannot be aborted.

Setting Special Due Dates

                               CHARGE SCREEN



                         -------------------------


------------------------------------------------------------
To charge next item to this patron, wand book barcode or type call number.  
To begin charging to a different patron, type CH OR type CH & either wand 
patron id or type patron's name (last,first).
------------------------------------------------------------
===> DUE W1

To set a special due date for ALL charges to a particular patron, get to blank Charge Screen, and type:

• DUE [due date mnemonic]

Copyright © 2007 The Regents of the University of California. All Rights Reserved.
Last updated 04/03/07 Contact