Web Client Circulation

Staff Web Client Documentation

This article documents the ILLiad Staff Web Client workflow. For Desktop Client circulation processes, see the Borrowing Processing section.

The Circulation page in the ILLiad Web Client provides a streamlined interface for managing physical material transactions. Similar to Web Circ in previous versions, it allows staff to quickly process check-outs, check-ins, renewals, and status updates.

Access to the Circulation page requires the Borrowing Circulation Web Client permission.

Accessing the Circulation Page

Navigate to the Circulation page through the main navigation menu in the Web Client.

Page Layout

The Circulation page consists of two main sections:

1. Operation Fields (left side): A separate input field for each enabled operation. You scan or type a Transaction Number into the field for the operation you want to perform.
2. Note Field and Circulation Log (right side): An optional Note field, followed by the Circulation Log, which lists the result of each processed transaction.

Available Operations

The Circulation page can support the following operations for physical materials. Each operation has its own input field, and a field appears only if its operation is enabled in your configuration (see Enabling Operations below).

Check Out

Process a request for patron pickup, marking it as checked out to the user.

Check In

Record the return of a physical item from a patron.

Renew

Extend the checkout period for a currently checked-out item.

Mark Received

Indicate that requested material has been received from the lending library.

Mark Returned

Mark that borrowed material has been returned to the lending library.

Enabling Operations

Which operation fields appear on the Circulation page is controlled by WebCirc customization keys. Each field is shown only when its corresponding key is enabled:

Operation	Customization Key
Check In	WebCircEnableCheckIn
Check Out	WebCircEnableCheckOut
Renew	WebCircEnableRenew
Mark Received	WebCircEnableMarkInTransitToPickupLocation
Mark Returned	WebCircEnableMarkInTransitFromCustomer

Using the Circulation Page

Basic Workflow

1. (Optional) Enter text in the Note field if you want to add a note to the transaction
2. Scan or type the Transaction Number (TN) into the input field for the operation you want to perform (for example, the Check Out field). Selecting one operation field automatically clears the others.
3. Submit the entry (see below). The operation is determined by which field contains a value.
4. Review the result in the Circulation Log

Transaction Number (TN) Entry

Scanning:

• Use a barcode scanner to scan the TN barcode on the physical material or request slip
• Because barcode scanners send an Enter keystroke, the transaction is submitted automatically after scanning

Manual Entry:

• Type the Transaction Number directly into the desired operation field
• Press Enter to process the transaction

Adding Notes to Transactions

The Note field (located on the right side, above the Circulation Log) allows you to add contextual information to a transaction:

1. Enter text in the Note field before scanning or entering a TN
2. When a TN is processed, the note text is added to that transaction
3. Notes are useful for documenting:
   • Condition of materials
   • Special handling instructions
   • Communication with patrons
   • Issues or concerns

tip

The Note field persists between scans, so the same note is applied to every transaction you process until you change it. Use the field's clear button (or edit the text) when you no longer want the note applied.

Circulation Log

The Circulation Log appears on the right side of the page and displays the result of each processed transaction for the current session. Use the Clear button above the log to empty it.

Log Columns

For each processed transaction, the log displays three columns:

• TN: The Transaction Number that was processed (linked to the request)
• Operation: The action that was performed (Check Out, Check In, etc.)
• Message: The result of the operation — a success confirmation, a warning (with an Override button where applicable), or an error message

Success Messages

When an operation completes successfully, the Message column displays a success confirmation for that transaction.

Warnings and Override Functionality

If a check-out is attempted for a blocked user, the Message column displays a warning along with an Override button. Clicking Override re-processes the operation, bypassing the block.

The Override button is only available when circulation for blocked users has been enabled via the WebCircEnableCirculationForBlockedUser customization key. If this key is not enabled, a blocked-user result is shown as an error with no Override option.

Other validation problems (for example, an invalid Transaction Number) are shown as error messages in the Message column and cannot be overridden from this page.

Important

Only use the Override function when you have verified that it is appropriate to bypass the block.

Best Practices

Efficient Processing

1. Use barcode scanners for faster, more accurate TN entry
2. Scan into the correct operation field for the action you intend to perform
3. Review the Circulation Log after each scan to confirm success
4. Update or clear the Note field when it no longer applies

Error Handling

1. Read warning messages carefully before using Override
2. Document unusual situations using the Note field
3. Contact patrons when issues arise during circulation transactions
4. Verify patron information before overriding a block

Notes Usage

1. Be concise but descriptive in notes
2. Document special circumstances that might be important later
3. Include relevant details such as damaged materials or missing pages
4. Clear notes when they no longer apply to avoid attaching an old note to new transactions

Differences from Desktop Client

While the Web Client Circulation page provides similar functionality to the desktop client, there are some differences in the interface:

• Streamlined layout optimized for browser use
• Responsive design that works on various screen sizes
• Circulation Log visible for the current session
• Modern UI elements following current web standards

The underlying functionality and transaction processing remain consistent with the desktop client, ensuring familiar workflows for staff.