Summary
There are a number of modules and sub-modules, in which the more common functions of the library, such as cataloging and circulation, are completed.
This overview identifies the most frequently used processes and where they're located. There are separate guides that provide the steps required to complete functions in the system.
Commonly Used Functions
The following table identifies the process and identifies how to access the required area in the system.
Example: Cataloging > Resources = Click on the Cataloging menu heading (a sub-menu will display), then select Resources.
Process |
Location |
Cataloging | Cataloging > Resources. MARC and non-MARC resources can be added, edited and weeded. |
Resource Checkout History | Cataloging > Resources. The checkout history of copies associated to the resource are accessed here. |
Z-Cataloging | Cataloging > Z-Cataloging. Configuring Z-Cataloging sources and importing MARC records from those sources is completed in this area. |
Authorities maintenance | Accessed via Cataloging > Authority Control. Access to, adding and editing authority terms, reading lists, and pick and click cards is done in this area. |
Bulk removal/culling of resources | Cataloging > Weeding. |
Purge weeded resources | Cataloging > Weeded > Purge All. |
Patron maintenance | Circulation > Patrons. Patron records are added and edited, holds placed, alerts sent, checkout limits added and interests added. |
Patron checkout history | Circulation > Patrons. Once the applicable patron is selected, a clickable Checkout History link is available if the patron has loaned any items. Clicking on the link enables staff to view those previously checked out items. Also accessible via Circulation > Checkout History. Patron can be selected to view their history. |
Overdue notices | Circulation > Overdues. Overdue notice templates are created and edited, preview data for the overdue notices can be viewed and notices generated. |
Circulation functions | Accessed via the Circulation Desk button (top right corner of screen). Checkouts, returns, holds, reservations and renewals are completed in this area. |
Lending policies and charges
| Circulation > Lending Rules. Patron Loan Categories, Resource Loan Categories, generic checkout limits for both duration time and quantity of items, fines, and charges. |
View holds | Circulation > Holds. A list of all requests is accessed from this area. Each hold's Detail screen can be accessed where additional patrons can be added to the hold and access to the resource title and detail screen of patrons with a hold is available. |
Serial arrivals | Serials > Checkin. All serials' issues are checked-in here. There is a Checkin button on the Subscription and Component screens. |
Acquisitions maintenance | Acquisitions > Orders. Orders are created, edited, and received in this area. Supplier records, budget, funds, and cost centers are also added and edited in this area. |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article