CIRCULATION ADMINISTRATION

CONTENTS

   

 

CONTENTS INDEX

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Chapter 1. INTRODUCTION

Overview

The Circ Admin Menu

Utility Functions

Printing Circulation Parameters

Saving Circulation Parameters

Emailing Circulation Parameters

Printing Barcode Shortcuts

Organization of the User Guide

Optional Features

Multiple Language Support

CHAPTER 2. MATERIAL TYPES AND ITEM CATEGORIES

Overview

Managing Material Types

Setting the Material Type Display Sequence

Viewing Material Type Statistics

Adding a Material Type

Editing Material Types

Merging Material Types

Managing Item Categories

Adding an Item Category

Editing an Item Category

Viewing Item Category Lists

CHAPTER 3. SETTING FEES

Overview

Adding a Fee

Modifying Fees

Deleting Fees

Setting the Patron Lost Book Default Fee

Setting the Abandoned Hold Reshelving Fee

CHAPTER 4. DEFINING LOCATIONS AND COLLECTIONS

Overview

About Floating Collections

Managing Libraries

Setting the Library Display Sequence

Viewing Library Statistics

Adding a Library

Modifying Libraries

Merging Locations

Managing Branches

Setting the Branch Display Sequence

Viewing Branch Statistics

Adding a Branch

Modifying Branches

Managing Collections

Setting the Collection Display Sequence

Viewing Collection Statistics

Adding a Collection

Modifying Collections

Setting Floating Collection Limits

Managing Location Groups

Adding a Location Group

Editing a Location Group Name

Managing Locations for a Location Group

Deleting a Location Group

CHAPTER 5. MANAGING PATRON GROUPS AND CATEGORIES

Overview

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

Managing Expired Patrons

Patron Category Reassignment at Age Transition

Scheduling Age Transition Processing

Viewing the Batch Report

CHAPTER 6. SETTING UP NOTICES

Overview

Setting Up Overdue Notices

Setting Up the Fine Notice

Setting Up Reserve Notices

Reserve Pickup Notice Setup

Soft Reserve Cancelled Notice Setup

Hard Reserve Cancelled Notice Setup

Setting Up Patron Informational Notices

Weekly Patron Status Notice Setup

Library Card Expiry Notice Setup

Infrequent User Notice Setup

Setting Up In Transit Receipts

Checkin In Transit Receipt Setup

Reserve In Transit Receipt

Receipts and Notice Configuration

Managing Patron Notification/Agreement Text

Short Message Service (SMS) Management

Adding an SMS Carrier

Editing an SMS Carrier

Deleting SMS Carriers

Text Message Setup

TALKINGtech Administration

Configuring TALKINGtech

Viewing the Results Report

CHAPTER 7. SETTING CIRCULATION PARAMETERS

Overview

Loan Periods

Adding and Modifying Loan Periods

Deleting Loan Periods

Renewal Periods

Adding and Modifying Renewal Periods

Deleting Renewal Periods

Renewal Limits

Adding and Modifying Renewal Limits

Deleting Renewal Limits

Checkout Limits

Adding and Modifying Checkout Limits

Deleting Checkout Limits

Understanding Checkout Limits

"Individual" Checkout Limits

"Combined" Checkout Limits

Library-Level Checkout Limits

Branch- and Collection-Level Checkout Limits

Fine Amounts

Adding and Modifying Fine Amounts

Deleting Fine Amounts

Fine Limits

Adding and Modifying Fine Limits

Deleting Fine Limits

Checkout Fees

Adding and Modifying Checkout Fees

Deleting Checkout Fees

Calendar Setup

Using the Library Calendar Setup Screen

Setting a Library Schedule

Setting Library Hours

Item Status Management

Viewing Item Exception Statistics

Viewing Item Exception Listings

Customer Status Management

Setting Hard Blocks

Suspending Fines

Batch Update Due Dates

Defining Pickup Locations

Setting the Pickup Location Display Sequence

Adding a Pickup Location

Editing Pickup Locations

Deleting Pickup Locations

Setting Brief Record Options

Primary Patron Hold Management

CHAPTER 8. SETTING CIRCULATION OPTIONS

Overview

Setting Circulation Options

Setting Reserve Notes Notification Parameters

Setting Reserve Fulfillment Parameters

Managing System Block Messages

About Block Types

Viewing System Block Messages

Setting the Block Message Display Order

Adding a Block Message

Editing a Block Message

Deleting a Block Message

Managing Sounds

Enabling and Disabling Audible Alarms

Managing Custom Sound Files

Unique Management Setup

SmartPay Device Administration

 

 

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CONTENTS INDEX

NEXT> COPYRIGHT NOTICE