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
Type in the keyword(s) to find:
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
Type in the keyword(s) to find:
Match:
Any words
Phrase