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Statewide Professional Development Team: SPDT - Circulation

Delaware Library Consortium (DLC) Content for Circulation Team

Place for DLC content that the Circulation Team is working on.  Content should be sent to the ProfDevTeam listserv, but can be added to (or removed from) this box by either Rose Harrison, the DDL Subject Matter expert for the Team, or by Katie McDonough.

We are looking for policies/guidelines/procedures/ checklists/scripts/best practices/etc., including those that are unspoken and/or previously undocumented, that include but are not limited to the following:

Management and Training

  • ​​Hiring for circulation, including interview questions.
  • Tracking/assessing circulation staff training.
  • Training materials developed/used at your library, including those that relay workplace culture and privacy/confidentiality policies/practices.
  • Communication of changes to circulation policies/guidelines/procedures.

Customer Service and Circulation Desk Activities

  • ​Ensuring that circulation staff know what events and programs are happening at your library.
  • Responding to patron challenges to materials.
  • Providing guest cards (criteria/procedures).
  • Accepting ILL requests.
  • Handling difficult situations or situational exceptions (e.g., when to waive a fine).
  • Offline procedures.

Behind-the-Scenes Activities

  • ​Processing incoming/outgoing transit.
  • Resolving WorkFlows reports.
  • Pulling holds.
  • Conducting inventory.

Meeting Notes

Our working spreadsheet is located at
https://tinyurl.com/SPDTcirc   
The spreadsheet is editable.  Please feel free to add and modify as we work on this project.

DRAFTS of new tutorials

The following items are drafts for review by the SPDT-circ working group. 

Latest version

These have been uploaded to Niche Academy.

I added tutorial numbers.  We'll need to discuss best numbering for the rest.

The style guide has been removed because it is replaced by the SPDT style guide that is available on the curriculum tab.

We know that the User Search tutorial needs screen shots updated to blur patron information.  Please proofread this otherwise.  Let us know if you see any corrections we need to make..