CEF Library System

Technology Training

Serving 30 public libraries and 3 reading centers (and their patrons) in Northeastern New York.

CEFCAT Standards

Horizon - Your Library's Hours

Horizon ILL Procedures

Horizon Inventory

Horizon Overdue Notices

Horizon Searching

Horizon Remote Desktop

Horizon Weeding

Question 1

Horizon Borrowers

Accepted Answer

<ul> 	<li><a href="https://cefls.org/wp-content/uploads/2019/07/Patron-Data-2.pdf">Adding Patrons</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Editing-and-Deleting-Borrowers-in-Horizon.pdf">Editing and Deleting Borrowers in Horizon</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/CirculationGuidelines-2015-Revision.pdf">Circulation Guidelines (2015 Revision)</a></li></ul>

Question 2

Horizon Cataloging

Accepted Answer

<ul> 	<li><a href="https://cefls.org/wp-content/uploads/2019/07/INSTRUCTIONS-FOR-ADDING-HOLDINGS-INFORMATION-Generic.pdf">INSTRUCTIONS FOR ADDING HOLDINGS INFORMATION </a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/10/ADDING-ITEMS.pdf">Adding Items Cheat Sheat</a></li> 	<li>MARC Record Request Form:<ul> 	<li>HOW TO ACCESS THE MARC RECORD REQUEST FORMOn the CEFLS Website, Use the For Staff/Trustees Menu, click on For Library Staff, and you will see the link to the form.  The page is https://cefls.org/stafftrustees/library-staff/.  You can also use the following link to access the form directly: http://tinyurl.com/marc-records</li></ul></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Step-by-Step-Cleaning-up-Lost-Missing-and-Trace.pdf">Step by Step Cleaning up Lost, Missing and Trace</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Editing-and-Deleting-Item-Records-in-Horizon.pdf">Editing and Deleting Item Records in Horizon</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Item-Group-Editor.pdf">Item Group Editor</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Periodical-Cataloging.pdf">Periodical Cataloging</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2019/04/Brief-Records.pdf">Brief Records</a></li></ul>

Question 3

Horizon Circulation

Accepted Answer

<ul> 	<li><a href="https://cefls.org/wp-content/uploads/2019/07/Step-by-Step-Billing.pdf">Step by Step Billing</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2019/05/CEFCAT_Standards_2019.pdf">CEFCAT Standards</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Changing-the-calendar.pdf">Changing the calendar</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Changing-the-calendar-week.pdf">Changing the calendar week</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/CirculationGuidelines-2015-Revision.pdf">Circulation Guidelines (2015 Revision)</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Step-by-Step-Claimed-Returned-Procedure.pdf">Step by Step Claimed Returned Procedure</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Dates-in-the-item-record.pdf">Dates in the item record</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Step-by-Step-Lost-Item-Procedure.pdf">Step by Step Lost Item Procedure</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/damaged.pdf">Damaged/Missing Parts Workslip</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Horizon-Cheat-Sheet-for-Circulation.pdf">Horizon Cheat Sheet for Circulation</a> (courtesy of Karen Glass)</li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/CircBook.pdf">Full Horizon Circ Training Manual from SirsiDynix</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/CirculationBasics.pdf">Circulation Basics</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2019/07/Most-Important-Tips-for-Circ-Staff.pdf">Most Important Tips for Circ Staff</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/RotatingCollections.pdf">RotatingCollections</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2017/12/Step-by-Step-Fast-Adds.pdf">Step by Step Fast-Adds</a></li></ul>

Question 4

Horizon Miscellaneous Topics

Accepted Answer

CEFCAT Standards

Step By Step Interlibrary Loan with Horizon

PAC Book The full guide from SirsiDynix on how to search in Horizon.

Alternate Method When Horizon is Slow or Often Disconnects

Weeding

Question 5

Horizon Reports

Accepted Answer

Reports in Horizon
Ad Hoc Report Procedures for Annual Report

Question 6

Horizon Requests

Accepted Answer

<ul> 	<li><a href="https://cefls.org/step-by-step-check-on-your-old-requests-3/">Step By Step Check on Your Old Requests</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2019/07/Horizon-Requests-and-Interlibrary-Loan.pdf">Horizon Requests and Interlibrary Loan</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Horizon-Requests-Cheat-Sheet.pdf">Horizon Requests Cheat Sheet</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2019/07/How-to-Change-Restricted-types.pdf">How to Change Restricted types</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/How-to-tell-Horizon-that-you-cannot-fill-a-request.pdf">How to tell Horizon that you cannot fill a request</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/10/Deleting-Hold-Requests.pdf">Deleting Hold Requests</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Step-By-Step-Requests.pdf">Step By Step Requests</a></li> 	<li><a href="https://cefls.org/wp-content/uploads/2018/01/Step-By-Step-Request-Pull-List.pdf">Step By Step Request Pull List</a></li></ul>

Question 7

Horizon's Public Catalog - Enterprise (Web Links)

Accepted Answer

<ul> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#HeaderAndFooter">Finding my way around</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#HomePage">Using the library catalog Home page</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#Searching">Searching for items</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#SearchResults">Working with search results</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#Limiting">Limiting Search Results</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#Viewing">Viewing the details of an item</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#My">Using My Account</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#My2">Using My Lists</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#Placing">Placing requests</a></li> 	<li><a href="http://www.cefls.org/new_catalog_help.htm#Using">Using the Select an Action drop-down menu</a></li> 	<li></li></ul>

Question 8

ILL with DueNorth

Accepted Answer

<ul> 	<li style="list-style-type: none;"><ul> 	<li><a href="https://drive.google.com/file/d/18YXBV3SaVuLbKzU7AaSjFlHvGmLzrZd4/view?usp=sharing">Delivery Directory for Member Libraries</a> - Send and Return ILL Items Free Through CEFLS</li> 	<li><a href="https://cefls.org/wp-content/uploads/2019/07/DueNorth-Library-Staff-Instructions-Updated-9.20.2018.pdf">DueNorth Instructions</a></li> 	<li><a href="https://duenorth.nnyln.org/sites/duenorth.nnyln.org/files/DueNorth%20Overview%20of%20the%20Process_0.pdf">Overview of the Process</a></li></ul></li></ul>

Question 9

CEFDA Listserv Instructions - Email a Question or Other Message to All Library Directors

Accepted Answer

CEFDA Listserv Intructions

S	M	T	W	T	F	S
1	2 Fibrary: A Locally-Produced Fiber Arts Display Opening Saranac Lake Free Library, 109 Main St, Saranac Lake, NY 12983, USA	3 10:00 am – 11:00 am Children's Story Hour Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 2:00 pm – 3:00 pm Senior Planet - Exploring & Downloading Apps Chazy Public Library, 1329 Fiske Rd, Chazy, NY 12921, USA 3:00 pm – 4:00 pm Dear Banned Author Paine Memorial Library, 2 Gilliland Ln, Willsboro, NY 12996, USA Write a postcard to a banned or challenged author and share how their words have impacted you! Postcards available all week long!	4	5 10:00 am – 11:30 am Knitting Class Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA	6 10:00 am – 6:00 pm Fall Book Sale Wead Library, 64 Elm St, Malone, NY 12953, USA	7
8	9	10 10:00 am – 11:00 am Children's Story Hour Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly 2:00 pm – 3:00 pm Senior Planet - Getting to Know Your Smartphone Chazy Public Library, 1329 Fiske Rd, Chazy, NY 12921, USA	11 6:00 pm – 8:00 pm Paint with Jessie Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA Learn to paint pumpkins using watercolor	12 10:00 am – 11:30 am Knitting Class Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly	13 Fibrary: A Locally-Produced Fiber Arts Display Reception Saranac Lake Free Library, 109 Main St, Saranac Lake, NY 12983, USA Presentation by Susan Hopkins.	14 5:00 pm – 7:00 pm Trunk or Treat Gerald B. Edwards Center, Keeseville NY, 12944
15	16	17 10:00 am – 11:00 am Children's Story Hour Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly 2:00 pm – 3:00 pm Senior Planet - Contacting Your Lawmaker Online Chazy Public Library, 1329 Fiske Rd, Chazy, NY 12921, USA	18 Wellness Wednesday with Laruen McGovern Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA Grief & growth	19 10:00 am – 11:30 am Knitting Class Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly 6:00 pm – 7:30 pm Pumpkin Carving Contest Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA	20	21 9:00 am – 3:00 pm Great Give Back Library Event Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA During the month of October we will be collecting toiletries for our free personal hygiene bags available in the library bathroom. Stop in between 9:00 AM to 3:00 PM to help stuff the bags.
22	23	24 10:00 am – 11:00 am Children's Story Hour Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly 2:00 pm – 3:00 pm Senior Planet - Getting Started with YouTube Chazy Public Library, 1329 Fiske Rd, Chazy, NY 12921, USA 6:30 pm – 7:30 pm Lecture & Book Signing with Dan LaDue Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 25 North Country New York Women and Their Exceptional Contributions	25 6:30 pm – 8:00 pm Writer's Group with Local Author Tim Brookes	26 10:00 am – 11:30 am Knitting Class Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly 6:30 pm – 8:00 pm Live Music by Taylor LaValley Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA	27	28
29	30	31 10:00 am – 11:00 am Children's Story Hour Keeseville Free Library, 1721 Front St, Keeseville, NY 12944, USA 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly 2:00 pm – 3:00 pm Senior Planet - Emojis, GIFs, and More! Chazy Public Library, 1329 Fiske Rd, Chazy, NY 12921, USA

2 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly

7 2:00 pm – 3:00 pm Senior Planet - Change.org Chazy Public Library, 1329 Fiske Rd, Chazy, NY 12921, USA

9 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly

14 1:30 pm – 2:30 pm Senior Planet - iPad Essentials Mooers Free Library, 25 School St, Mooers, NY 12958, USA Recurs weekly 2:00 pm – 3:00 pm Senior Planet - Anti-Virus & Malware Removal Chazy Public Library, 1329 Fiske Rd, Chazy, NY 12921, USA

21 2:00 pm – 3:00 pm Senior Planet - Introduction to A.I. Chazy Public Library, 1329 Fiske Rd, Chazy, NY 12921, USA