the operator's attention when needed for an alert message or when additional action is needed. Error - Plays when there has been some kind of error encountered. Scan Patron - Plays to alert the user that Surpass Cloud is ready for

Surpass Cloud has a rich set of built-in resources, reports, and labels and you can also add your own custom reports. Don't See What you Want? Surpass Cloud's Custom Resource Reports features give you the power to

for more info. Ability to withdraw lost item without first making it found You can now withdraw a lost item without needing to first mark it as found. This simple change in the Resources: View section makes it easier to

The Patron Groups features allow you to create groups of patrons for various purposes, including reporting and circulation rules. 📺 Video Tutorial A video tutorial on patron groups is available on YouTube: Creating and Using Patron Groups Viewing all Patrons

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Daily Summary is a group of reports showing the circulation activity that took place for a given date or range of dates. This can include any combination of check-ins, check-outs and renewals. 📺 Video Tutorials A video showing

All pages in the Surpass Cloud administration site have a sidebar you can access by clicking on the button in the upper-right corner of the page. The Resources View Page page's sidebar has a Settings tab that affects

The Patrons View page is where you search for, view, add, and edit library patron records. Every user of Surpass Cloud, from patrons, to library staff, to administrators, has a patron record. How To Search for Patrons Add and Edit

Click the Check Out button to begin checking out resources to patrons. The Check Out process has the following steps: Select patron Select resource to check out Repeat Step 2 for other items for this patron Click Switch Patron to

The following features are in development or planned for future releases of Surpass Cloud. Considering for Future Development The following features are being considered for future development. Please let us know if any of these are a priority for you

Email, text message, and/or print notices to patrons who have resources on loan that are nearly due or overdue. Notices can be generated manually on-demand, or you can set a schedule to have the notices created automatically. There

All pages in the Surpass Cloud administration site have a sidebar you can access by clicking on the button in the upper-right corner of the page. The Patrons : View page's sidebar has a Settings tab that affects how

might read "in the last 1 year," "in the last 3 years," and so on. Titles with no circulation — the share of titles that have had no circulation activity within a recent window. Surpass tries several windows (1, 2, 5

The Resources View page is where you search for, view, add, and edit library resources such as books, digial media, equipment, etc. How To Search for Resources Add New Resources Edit Resources Add and Edit Holdings Customize the Resource List

categories automatically based on the call numbers of the imported records. Select Automatic for the Category option to bring up an Automatic Category Assignment form. Here, you can add call number ranges and the category to which you want to

Public Catalog Analytics Report Feature Availability This feature is available on the following Surpass Cloud editions: Large Library , District , and Premier . 📺 Video Tutorials A video showing how to create this report is available on YouTube: Public Catalog Analytics Network

The Ledger panel on the Patrons View page shows a list of all of the fines, charges, adjustments, and payments made on the patron's account. Adding a Payment Click the Payment button to record a payment received from the

The Family panel on the Patrons View page allows you to view and edit family relationships for the selected patron. Besides helping you and your staff members to better know your patrons, these relationships can be used to set up

The Patron Engagement report focuses on the people your library serves and how they connect with it over time. Rather than counting items, it counts engagement — how many patrons are active, how often they come back, when they're most

In-library visits that inspire curiosity and growth — the student visits measure described above. A fourth, adaptive highlight (see below). The adaptive highlight The fourth tile in the summary band changes depending on what the data shows, so it always