• Contents
  • Index
  • Search
  • Welcome
  • Getting Help / Reporting an Issue
  • New Features
  • Technical Notes
  • Release Notes
  • Getting Started
    • Eclipse
      • New Users! Getting Started
    • Junior Librarian
      • New Users! Getting Started
  • Management
    • Management Overview
    • Keyboard shortcuts
    • Borrower Enrolment
      • Borrower Enrolment - Overview
      • Borrowers Colour Coding
      • Borrowers
        • Ways to Add Borrowers
        • Adding a Single Borrower Record
        • Editing a Borrower
        • Recycling and Deleting Borrowers
        • Restoring Recycled Borrowers
        • Changing Borrower Barcodes
        • Importing Records
          • Moving Old Groups to Leavers
          • Creating a CSV file from a Management System
          • Importing Borrowers Using a CSV
          • Matching Records with Existing Borrower
          • Transferring Borrowers
        • Borrower Record Card
          • Exploring the Borrowers Record Card
          • Details
          • Advanced
          • Notes
          • Current Loans
          • Statement
          • Reservations
          • Past Loans
          • Other
      • Tutor Groups
        • Adding a New Tutor Group
        • Editing a Tutor Group
        • Deleting a Tutor Group
        • Merging Tutor Groups Together
        • Assigning a Form Tutor to a Tutor Group
        • Vertical Tutor Groups
        • Moving Tutor Groups
        • Tutor Group Record Card
          • Exploring the Tutor Group Record Card
          • Details Tab
          • Move to Tab
          • Members Tab
          • Photograph Tab
    • Calendar
      • Calendar Overview
      • Closing Days using the Calendar
      • Setting a Force Return Date
      • Adding Notes
      • Calendar Restriction Settings
    • Circulate
      • Circulate - Overview
      • Circulating Resources in 'Offline Mode'
      • Circulate FAQ's
      • Using Circulate
        • Finding a borrower in Circulate
        • Issuing Resources
        • Altering the Loan Period
        • Returning a Single Resource
        • Using Multi-Return
        • Renewing Items on Loan
        • Marking a Loan as Missing
        • Notifications
        • Reservations
        • Status Check
        • Borrower Messages
        • Fine Repayments / Charges / Adjustments
        • Changing the Page View in Circulate
        • Using Find Resources
        • Capturing a Photograph using a Webcam
      • Identikit and RFID
        • Registering and Deleting Biometric Data
        • Registering and Deleting RFID Data
    • Discovery Online
      • What is Discovery Online?
      • Updating Data Retrospectively
      • Discovery Online update Settings
    • Labels and Label Print
      • Label Print - Overview
      • Printing Labels
        • Using Card Print to generate library cards
        • Using Generate Barcodes
        • Printing Resource and Borrower Labels
        • Starting Labels on a Row/Column
      • Label Styles
        • Label Styles
        • Editing Label Style Dimensions
      • Label Templates
        • Creating and Editing Label Templates
    • Loan Management
      • Loans Management Overview
      • Current Loans
        • Viewing all Current Loans
        • Returning resources from Current Loans
        • Renew resources from Current Loans
      • Past Loans
        • How do I view past loans?
        • How do I delete a past loan?
      • Reminders
        • Reminders Overview
        • Types of Reminders
          • Group Reminders
          • Memo Reminders
          • Individual Reminders
          • Statement Reminders
        • Editing Reminders and Reminder Settings
          • Creating new Reminder Templates
          • Editing Reminder template content
          • Adding Merge Fields to a Reminder
          • Altering the Reminder Grid
          • Output, Orientation and the Recipient
          • Previewing a Reminder
          • Defining the Reminder margins
          • What happens when specifying Print settings?
          • What happens when specifying Print and email settings?
          • What if the email address is wrong or missing?
          • Changing the order Reminders are sent in
          • Chaging the Grouping and Sorting of Individual Reminders
          • Changing Scheduler specific Reminder settings
        • Sending Loan Reminders
          • Triggering Reminders
          • Manually Generating Individual Reminders
          • Manually Generating Group Reminders
          • Scheduling Reminders
          • Printing Reminders
    • Managing Resources
      • Managing Resources - Overview
      • Resources Colour Coding
      • Adding Keywords
        • Globally Adding Keywords
      • Cataloguing
        • Cataloguing - Overview
        • Adding and Editing Resources
          • Adding a New Resource
          • Editing Existing Resource Records
          • Removing and Deleting Resources
          • Restoring Resources
          • Marking a Single Resource as Missing
          • Marking Multiple Resources as Missing
          • Using the Copy Function
          • Changing a Resources Barcode
          • Managing Multiple Copies
          • MARC Viewer
          • Using F9
        • Periodicals
          • What are Periodicals / Overview
          • Getting Started with Periodicals
          • Cataloguing Periodical Templates
          • Cataloguing Periodical Issues
          • Cataloguing Periodical Articles
          • Searching for Periodicals
          • Periodical Template
          • Periodical Issue
          • Periodical Articles
          • Journal Templates
          • Journal Issue
          • Journal Articles
          • Subscriptions
        • Resource Types
          • Resource Types - Overview
          • Audio
          • Book
          • Document
          • eBook
          • Film
          • Generic
          • Hardware
          • Live Media
          • Musical Instrument
          • Picture
          • Sheet Music
          • Text Book
          • Web Site
          • Periodical and Journal
        • Record Cards
          • Record Cards - Overview
          • Book
            • Exploring the Book Record Card
            • Navigating a Record Card
            • Details
            • Advanced
            • Loans
            • Reservations
            • Summary/Notes
            • Photograph
            • Linked Items
            • Floor Plan
        • Where should I start cataloguing?
        • Where do I put the barcode labels?
        • What should I do with School Library Service books?
        • How do I catalogue an item which does not belong to s specific resource type?
      • Classifications
        • Classifications - Overview
        • Adding and Amending Classifications
        • Importing Classifications
        • Classification Colour Codes
        • Opening the Classifications Table
      • Floor Plan
        • Floor Plan - Overview
        • Creating a Floor Plan
        • Adding a Floor Plan
        • Marking Individual Resources on the Floor Plan
        • Marking Resources on the Floor Plan Globally
      • MARC Import
        • What is Hambase?
        • Importing the Hambase data
        • Importing into the Catalogue
        • Custom Catalogue
      • Quick Replace
        • Quick Replace - Overview
        • Deleting Data Quick Replace
        • Updating Data using Quick Replace
      • Wish List
        • Wish List - Overview
        • Using the Wish List Interface
        • Adding Books to the Wish List
        • Ordering Resources from the Wish List
    • News
      • News Items - Overview
      • Book of the Week
        • Book of the Week Overview
        • Opening the Book of the Week Interface
        • Nominating a Future Book of the Week
        • Forcing a New Book of the Week
        • Adjusting the Book of the Week Order
      • Newspaper
        • Editing a News Item
        • Targeted News Items
        • Creating a News Item
      • Top Ten and New Arrivals
        • New Arrivals and Top Ten Settings
      • Channels
        • Channels
        • How do I add / Edit Channels?
      • Search Cloud
    • Restrictions
      • Restrictions - Overview
      • How Restrictions Work
      • Restrictions Interface
      • Changing Restriction Settings
      • Resource Restrictions
        • Setting Restrictions on Resource Types
        • Setting Restrictions for Individual Resources (Locking Restrictions)
        • Accessing Resource Type Restrictions
        • Resource Restriction Settings
      • Borrower Restrictions
        • Creating Borrower Restriction Groups
        • Borrower Restriction Rules
        • Assigning Restriction Groups
        • The Tutor Group's Restriction Group
        • Setting the System Default Restriction Group
        • Changing an Individuals Restriction Group
        • Banning Borrowers
    • Reports
      • Reporting - Overview
      • Viewing and Running Reports
      • Library Dashboard
      • Import Reports
    • Reservations
      • Reservations - Overview
      • Making a Reservation on behalf of a Borrower
      • Managing Reservations
      • Reservation Settings
      • Reservations Colour Coding
    • Reviews
      • Reviews - Overview
      • Viewing Reviews
      • Approving Reviews
      • Deleting Reviews
      • Adding a Review Template
      • How do Borrowers Write Reviews?
      • Reviews
    • Schedule
      • Scheduler Overview
      • What is a task?
      • Creating a Scheduled Task
      • Tasks
        • AR Quiz task
        • Data Tidy
        • Directory Services
        • Discovery Online
        • Group Reminders
        • Housekeeping
        • Individual Reminders
        • Statements
        • SMS Reminders
        • Catalogue Enrichment
        • Who Next
        • FactFile
    • Security
      • Security - Overview
      • Changing a Built-in Account Password
      • Active Directory
        • Active Directory Integration - Overview
        • Accessing the Active Directory Configuration
        • Configuring Active Directory
        • Manually Linking Borrowers with Active Directory
        • Scheduling Active Directory Linking
        • Searching for Linked and Unlinked Borrowers
        • Importing Records from Active Directory
        • Configuring a Path for Synchronisation
        • Importing Extra Fields from Active Directory
      • Password Manager
        • Password Manager
        • Password Complexity
        • Global Update
      • Built-in Users
        • User Manager
        • Creating a New User Account
        • Changing the Security Group of a Borrower
        • Changing Password
      • Group Manager
        • Group Manager
        • Creating a new Security Group
    • Statements and Fines
      • Statements and Fines - Overview
      • Enabling and Disabling Fines
      • Setting a Fine Rate
      • Repaying, Waiving, Charging and Making Adjustments
      • Viewing Statements
      • Viewing Borrower Balances
      • Renewing when Fines are Enabled
    • Stock Check
      • Stock Check - Overview
      • Creating a new Stock Check
      • Using the Stock Check Interface
      • Searching in Stock Check
      • How do I download data from a portable barcode reader?
      • Editing a Previously Started Stock Check
      • Completing a Stock Check
      • Using Bulk Scan
    • System Settings
      • System Settings Overview
      • General
      • Adding a Logo
      • Languages
      • SMS Settings
      • Barcodes
        • Barcode Masks
        • Automatic Borrower Barcodes
        • Automatic Resource Barcodes
        • Knowing when to Configure Barcode Masks
        • Accessing the barcode configuration interface
        • Creating and Editing Barcode Masks
      • External Sources
        • External Sources
        • Editing External Sources
        • Creating new sources
      • Fields
        • Fields - Overview
        • Defining Custom Fields
        • Silverlight Display Fields
      • Language
        • How do I change the field names?
        • How do I edit field names from specific windows?
      • Shibboleth
        • Configuration Settings
        • VLE Integration
      • Reading Cloud
        • Reading Lists
          • Reading Lists - Overview
          • Creating a Reading List
        • Social Settings
          • Settings
          • Home Screen
          • Welcome Message
        • What to do with Reported Abuse
        • Moderating Chat and Posts
      • SIP2
        • SIP2 Server
      • Site Interfaces
        • Site Interfaces - Overview
        • Creating Sites
        • Accessing Sites Using the URL
        • Landing Page and Other Sites
        • Allocating Resources to Sites
        • Accessing the Landing Page Settings
    • Tidying Data
      • Tidying Data - Overview
      • Data Cleanse Replacements
        • What are Data Cleanse Replacements?
      • Data Cleanse Remove
        • What is data cleanse remove?
      • Data Tidy
        • What is Data Tidy?
    • Viewing Library Data
      • Viewing Data Overview
      • Exporting Data
        • Exporting Data
      • Flagging
        • What is Flagging?
        • When would I use Flagging?
        • Flag by Mouse
        • Flag by Barcode
        • Flag by RFID
        • Select Records using CTRL and SHIFT
      • Page Views
        • Page Views Overview
        • Creating a Page View
        • Editing a Page View
        • Setting the Layout in a view
        • Setting the Appearance in a view
        • Record Selection
        • Row Template
        • Making a view Available on the Home Page
        • Selecting a Page View
        • Examples of Page Views
      • Printing Data
        • How do I print data?
        • Printing
      • Searching
        • Using Quick Search
        • Advanced Search
        • Quick Search Settings
      • Sorting Data
        • Sorting Data
  • Interfaces
    • Eclipse
      • Eclipse Interface Overview
      • Silverlight
        • Silverlight Homepage - Overview
    • Junior Librarian
      • Junior Interface Overview
      • Classic
        • Classic Interface Overview
        • Catalogue Enrichment
        • Accelerated Reader
    • Reading Cloud
      • Reading Cloud
  • Modules
    • Third Party Products - Overview
    • Accelerated Reader
      • What is Accelerated Reader?
      • Importing AR Quizzes
      • Locating Resources with an AR Quiz
      • Printing Accelerated Reader Labels
      • Configuring the AR Customer ID
    • OverDrive
      • What is OverDrive?
      • Trialling OverDrive
      • OverDrive Configuration Settings
      • Disabling the OverDrive Trial
    • Cashless Catering
      • BioStore
      • EasyTrace
      • Vericool
      • Nationwide
    • ClickView
      • What is ClickView?
      • Importing a ClickView File
    • iMLS
      • iMLS Mobile app
    • Planet eStream
      • Integrating with Planet eStream
    • Web Links
      • What are Web Links
  • Video Tutorials
    • Video Tutorials - Overview
    • Eclipse
      • Eclipse.Net Tutorials
    • Junior
      • Junior.Net Tutorials
    • Management
      • Management Tutorials
  • License Agreement
  • Accelerated Reader
  • Barcode Masks
  • BioStore
  • Borrowers
  • Calendar
  • Card Print
  • Cataloguing
    • Copying
    • Deleting
    • Editing
    • Missing
    • New Resources
    • Restoring
  • Circulate
  • ClickView
  • Custom Fields
  • Discovery Online
  • Label Print
  • OverDrive
  • Password Manager
  • Periodicals
  • Reading Lists
  • Reminders
    • Editing
    • Printing
    • Scheduling
  • Reports
  • Reservations
  • Restrictions
    • Borrower Restrictions
    • Lock Restrictions
    • Resource Restrictions
  • Reviews
  • Schedule
  • Searching - Advanced
  • Searching - Quick
  • Settings
  • Statements and Fines
  • Stock Check
  • Tutor Groups
  • Video Tutorials
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