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.
BLUEcloud Circulation is one part of a powerful suite of library automation tools that can be used individually or in conjunction with each other to effectively manage the school library. Are you interested in how you might best use the tools available to you? Check out INFOhio's Library Services Platform Comparison Flyer for a brief summary of BLUEcloud, WorkFlows, MobileStaff, and SymphonyWeb. View the comparison chart which includes the top features school librarians are looking for and how these tools can work together to maximize your library's potential.
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.
