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.
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Section Name
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Description
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Borrower Enrolment
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This section covers how to enrol borrowers on the library system
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Calendar
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Explains how to define the days that the library is open and closed. Notes can also be added through the Calendar
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Circulate
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Covers all aspects of issuing / returning resources including how to use additional modules such as Identikit once this has been installed
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Discovery Online
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Introduces the Discovery Online service and shows how to use this to update existing data
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Labels and Label Print
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This section explains how to use Label Print to generate labels for Borrowers and Resources
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Loan Management
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Managing loans and generating Reminder letters
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Lookup Maintenance
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Managing Resources
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Covers adding, editing and updating resources. Sub sections include adding Floor Plans and using Quick Replace to update data
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News
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Introduces and discusses news items
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Restrictions
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This section explains how restrictions are defined for Borrower and Resources
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Reports
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The Reports section is about gathering statistical data from the library system
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Reservations
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Explains how Reservations work and how to reserve items for borrowers
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Reviews
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Managing and writing reviews
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Schedule
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Introduces the Scheduler and explains the functions
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Security
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The section on Security explains password complexity requirements, changing a password for a user, changing the password for a borrower, Password Manager and more
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Statement and Fines
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Explains about Statements and Fines including fine rates and running Statement Reminders
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Stock Check
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Introduces Stock Check and its purpose
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System Settings
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The System Settings section explains how to configure Language, Site Interfaces, Channels and many other aspects of the system
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Tidying Data
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Explains all ways to automate the tidying of resource records
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Viewing Library Data
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Describes ways in which to quickly locate and organise data. Sub sections include Exporting, Page Views, Sorting Data and Searching
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