The following is a list of routine maintenance tasks that the library must perform on a regular basis. Optional tasks are noted accordingly.
Daily Tasks
OnShelf Items (Wizard in WorkFlows)
- Purpose: Process items with active holds.
Manage Hold Shelf (Wizard in WorkFlows)
- Purpose: Handle expired or cancelled holds that are still on the hold shelf.
Hold Shelf Phone List (Report in WorkFlows)
- Purpose: Notify patrons with "STANDARD" notification method about available holds.
- Note: Not needed if your library uses Unique Management for automated calls.
Monthly Tasks
Missing Report (BLUEcloud Analytics)
- Purpose: Locate items marked as missing.
Mending Report (BLUEcloud Analytics)
- Purpose: Identify items marked “In Mending” that may not have been checked in after repair.
Lost Report (BLUEcloud Analytics)
- Purpose: Identify items that have been checked out but missed a checked in.
Available Soon - Current Location (BLUEcloud Analytics)
- Purpose: Identify cataloged items that haven’t been checked in.
Unknown Item Type (BLUEcloud Analytics)
- Purpose: Detect items with an UNKNOWN item type for correction.
In Transit Report (Report in WorkFlows)
- Purpose: Locate items that may not have been checked in after return or were not sent as expected.
Yearly Tasks
Patron Purge (July)
- Purpose: Remove inactive patrons from the database.
Bill Purge (February) (Optional)
- Purpose: Remove old, unpaid bills.
Optional Tasks
List of User Holds Expiring Soon (BLUEcloud Analytics)
- Purpose: Extend holds nearing expiration.
- Note: Holds with no fillable copies should be allowed to lapse.