Running a library on Lyra

The day-to-day work and the surfaces that support it.

Circulation activities

Most of the day at the desk is one of these circulation activities.

CheckoutScan the patron, scan the copies, hand them over. Policy resolution, holds-block behavior, and what to do when a scan fails.ReadCheck-inReturning copies and the hold-fulfillment shortcut: when a returned copy has a hold, Lyra automatically routes it.ReadHolds workflowThe To Pull and To Re-shelve errands, the All Holds table, and where each hold lives in its lifecycle.ReadRenewalsRenewing from the patron page or at checkout, the renewal-cap policy, and when a hold blocks one.ReadActive loansThe every-loan-out view: filter by due state or homeroom, export, print overdue notices, and send notices on demand.ReadLost and foundMarking a copy lost, marking it found again, and the recovery prompt when a lost copy turns up during circulation.ReadNoticesHold-ready emails, overdue notices, and the rules for who hears about what.ReadManaging policiesLibrary defaults, faculty or grade-level overrides, and per-item caps — creating policies and assigning them to items.Read

Catalog and patrons

The two collections behind the desk — what you lend and who you lend to.

Catalog managementAdding, editing, importing, and weeding items; labels, metadata, and finding what's on the shelf.ReadPatron managementAdding and editing patrons, homerooms, barcodes and cards, and the imports and syncs that feed them.Read

Administering Lyra

These are running concerns too, but for admins rather than library staff. Configuration lives in its own section.

• Accounts and schools — how the account, school, and library levels nest, and who governs each
• School settings — settings that apply across every library in your school
• Library settings — the per-library knobs (branding, policies, notices)
• Staff users — the Admin/Standard/Limited roles and library-manager grants
• Account governance — account owners, the subscription and patron-count tiers, and adding or removing schools