Management Overview

 

 

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The Management help section covers topics related to all areas of the Management console, the areas that are present in this section are listed below.

 

 

Section Name

Description

 

 

Borrower Enrolment

This section covers how to enrol borrowers on the library system

 

Calendar

Explains how to define the days that the library is open and closed. Notes can also be added through the Calendar

 

Circulate

Covers all aspects of issuing / returning resources including how to use additional modules such as Identikit once this has been installed

 

Discovery Online

Introduces the Discovery Online service and shows how to use this to update existing data

 

Labels and Label Print

This section explains how to use Label Print to generate labels for Borrowers and Resources

 

Loan Management

Managing loans and generating Reminder letters

 

Lookup Maintenance

 

 

Managing Resources

Covers adding, editing and updating resources. Sub sections include adding Floor Plans and using Quick Replace to update data

 

News

Introduces and discusses news items

 

Restrictions

This section explains how restrictions are defined for Borrower and Resources

 

Reports

The Reports section is about gathering statistical data from the library system

 

Reservations

Explains how Reservations work and how to reserve items for borrowers

 

Reviews

Managing and writing reviews

 

Schedule

Introduces the Scheduler and explains the functions

 

Security

The section on Security explains password complexity requirements, changing a password for a user, changing the password for a borrower, Password Manager and more

 

Statement and Fines

Explains about Statements and Fines including fine rates and running Statement Reminders

 

Stock Check

Introduces Stock Check and its purpose

 

System Settings

The System Settings section explains how to configure Language, Site Interfaces, Channels and many other aspects of the system

 

Tidying Data

Explains all ways to automate the tidying of resource records

 

Viewing Library Data

Describes ways in which to quickly locate and organise data. Sub sections include Exporting, Page Views, Sorting Data and Searching

 

 

 

 

 

 

 

 

 

 

 

 

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