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RSA Cheat Sheets

These are RSA staff or member library created cheat sheets. If you have a cheat sheet you think other libraries might like, send it to us and we'll post it here. Enjoy.

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DOCUMENTS

Serials_Workflow_flowchart.doc
Chart showing the process for entering and using serials. (One page Word document)

Creating_Brief_Records_for_Interlibrary_Loan_Items_11-08.doc
Cheatsheet "creating brief records for interlibrary loan items"

Online_Library_Procedure_for_Books_Requested_by_a_Non-RSA_Library_or_an_RSA_Union_List_Library_11-08.doc
Cheatsheet "online library procedure for books requested by a non-RSA library or an RSA Union List library"

Important_things_about_Brief_Records_11-08.doc
Cheatsheet "important things about brief records"

Load_Bibliographic_Report_Directions_for_Symphony_10-08.doc
New instructions for the Loading Bibliographic Records Report. YOU MUST USE THESE NEW DIRECTIONS TO SET UP A NEW TEMPLATE AS THE OLD UNICORN LOADING TEMPLATES WILL NOT WORK IN SYMPHONY!

Steps_for_adding_a_call_number_and_item_in_Workflows_10-08.doc
Describes the new procedures in Symphony for adding a call number and item in Workflows.

D1500_Usage_Cheat_Sheet.doc
D1500 number usage instructions.

Looking_up_the_Pick_List_on_Gmail 9-08.doc
Carla at Macomb provided the following cheat sheet on getting and using pick lists via Gmail.

Holds_Block_Override_Popup_Box 9-08.doc
A description of the popup window you get when checking in items and what each option does.

Holds_Cheat_Sheet_Sep-08.doc
Cheat Sheet for how to process incoming and outgoing holds. If you are doing it a different way, you are doing it incorrectly.

Updating_Your_Library_Closed_Dates.doc
How to update your library closed dates in the system by yourself.

Workflows_Circ_cheatsheet.doc
Quick reference sheet for runing circ functions.

Function_Keys_and_Keyboard_Shortcuts.doc
How to setup and use keyboard shortcuts in the system. Also has a list of the default shortcut keys.

OCLC Connection Client Procedures.doc
OCLC Connection Client Procedures.

TRANSFERRING BRIEF TO FULL RECORDS.doc
Transferring brief to full records.

PROCEDURE FOR LOADING OCLC EXPORT RECORDS INTO NEW SYSTEM.doc
Procedure for loading OCLC Export Records into the new system.

DELETING BOOKS WITH BILLS IN UNICORN 3-08.doc
Deleting books with bills in Unicorn.

LINKS