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USER ADMINISTRATION

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CHAPTER 1. INTRODUCTION

Overview

The User Admin Menu

Login Modes

Organization of the User Guide

Optional Features

CHAPTER 2. MANAGING USERS

Overview

About Users

Adding a User

Resolving User Duplicate Check Results

Cloning Staff Permissions

Modifying User Permissions

Modifying ILL Permissions

Modifying AGCat Permissions

Modifying Web HLD Permissions

Modifying CAT Admin Permissions

Modifying Translate/Authority Preferences

Modifying Statistics Permissions

Setting the Default User Password

Configuring User Registration Duplicate Checking

Editing User Accounts

Viewing the User Account List

Editing User Records

Configuring ILL Permissions for Patrons

Editing Preferences for “Generic” Users

Editing User Preferences

Editing Favorite Search Sources

Showing and Hiding Search Sources

Global User Permission Maintenance

Deleting Users

Generating User Reports

Viewing User Reports

Managing Patron Categories

Setting the Patron Category Display Sequence

Viewing Patron Category Statistics

Adding a Patron Category

Editing Patron Categories

Merging Patron Categories

Managing Patron Groups

Setting the Patron Group Display Sequence

Viewing Patron Group Statistics

Adding a Patron Group

Editing Patron Groups

Merging Patron Groups

Printing Patron Category/Group Parameters

Saving Patron Category/Group Parameters

Emailing Patron Category/Group Parameters

CHAPTER 3. MAINTAINING THE USER DATABASE

Overview

Defining Valid IP Ranges

Using User Barcode Lookup

Maintaining RPA Error Codes

Adding a “Block” Code

Editing “Block” Codes

Deleting “Block” Codes

Deleting Inactive Users

CHAPTER 4. CUSTOMER SUPERUSER

Overview

Global Edit User Accounts

Viewing the User Account List

Managing Regional SuperUsers

Configuring the User Record

Generating User Reports

Viewing User Reports

Searching IP Ranges

Using Library Code Lookup

Using User Barcode Lookup

Saving Search Results

Adding a Valid IP Range

 

 


 

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