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USER ADMINISTRATION

CONTENTS

   

 


CHAPTER 1. INTRODUCTION

Overview

The User Admin Menu

Login Modes

Organization of the User Guide

Optional Features

CHAPTER 2. MANAGING USERS

Overview

About VERSO Users

Adding a User

Resolving User Duplicate Check Results

Cloning Staff Permissions

Configuring Staff Home Locations

Modifying User Permissions

Modifying Acquisitions Permissions

Modifying AGCat Permissions

Modifying Web HLD Permissions

Modifying Translate/Authority Preferences

Modifying CAT Admin Permissions

Modifying Circulation Administration Permissions

Modifying Circulation Permissions

Modifying Patron Status & Checkout Detailed Permissions

Modifying ILL Permissions

Modifying Reports Permissions

Modifying Reports Detailed Permissions

Modifying Serials Permissions

Modifying Statistics Permissions

Setting the Default User Password

Configuring User Registration Duplicate Checking

Editing User Accounts

Viewing the User Account List

Editing User Records

Special Considerations for Primary Household Members

Configuring ILL Permissions for Patrons

Editing Preferences for “Generic” Users

Editing User Preferences

Editing Favorite Search Sources

Showing and Hiding Search Sources

Managing User Photos

Deleting Users

Generating User Reports

Viewing User Reports

Patron Categories

Setting the Patron Category Display Sequence

Viewing Patron Category Statistics

Adding a Patron Category

Editing Patron Categories

Merging Patron Categories

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

Setting Self Registration Options

CHAPTER 3. MAINTAINING THE USER DATABASE

Overview

Importing User Records

Preparing an Import File

Importing a File

Mapping Home Locations

Mapping Patron Categories

Mapping Patron Groups

Mapping Protected Fields

Viewing Import Results

Defining Valid IP Ranges

Using User Barcode Lookup

Maintaining RPA Error Codes

Adding a "Block" Code

Editing "Block" Codes

Deleting "Block" Codes

CHAPTER 4. CUSTOMER SUPERUSER

Overview

Configuring the User Record

Configuring “Variable Content” Data Fields

Working with Text Fields

Working with List Fields

Adding and Modifying Lists

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

Staff Login Management

Staff Seats Management

Staff Login Management