by Fay Youngmark, Penn State Harrisburg Library
Access Services Training Bulletin #11, “Notes Field” has been revised to include updated guidelines for when for when to use the notes field and how to enter and view the information in WorkFlows. The notes field allows circulation staff to document patron interactions and decisions about circulation transactions. The information recorded in this field is useful to staff throughout University Libraries. When patrons visit different library locations, or they change their campus affiliation, information about unique circulation transactions, such as fee waivers or claims return issues, is readily available at each circulation desk.
Access Services Training Bulletins are located on the Intranet at https://staff.libraries.psu.edu/access-services-council/access-services-training-bulletins.
If you have any other ideas for training documentation, please contact the Circ-Reserves Expert Team at: https://staff.libraries.psu.edu/ask-circ-expert-team.