Follett VERSION 6.00 Handbücher

Follett VERSION 6.00 Bedienungsanleitung (730 Seiten)

Marke: Follett | Kategorie: Software | Größe: 5.91 MB |

Englisch

Inhaltsverzeichnis

User’s Guide

1

FOLLETT SOFTWARE COMPANY

3

PRODUCT LICENSING TERMS

3

U.S. GOVERNMENT RESTRICTIONS

6

Contents

9

10 04/04

10

Circulation Desk 115

11

12 04/04

12

Patrons 183

13

Inventory 209

14

Cataloging 233

15

16 04/04

16

Alliance Plus 381

18

Search Stations 403

19

20 04/04

20

Reports 485

21

22 04/04

22

Utilities 591

23

Appendices 613

24

26 04/04

26

Getting help

29

About our customized training

29

Enhancement requests

30

About the setup chapters

31

What you'll need

32

04/0434 System Setup

34

Identifying your library

35

04/0436 System Setup

36

Selecting a barcode symbology

38

Can symbologies be mixed?

38

To cancel changes

39

How to test a barcode

40

Module Password

41

04/0442 System Setup

42

After setting up your site

44

04/0446 System Setup

46

04/0448 System Setup

48

04/0450 System Setup

50

Sorting your call numbers

51

04/0452 System Setup

52

How to add or edit categories

53

How to delete categories

54

04/0456 System Setup

56

Option Description

56

04/0458 System Setup

58

04/0460 System Setup

60

Adding vendors

61

04/0462 System Setup

62

Contact tab

63

Notes tab

63

Purchases tab

63

Adding funding sources

64

Amount tab

65

04/0468 System Setup

68

Grouping your patrons by type

69

04/0470 System Setup

70

04/0472 System Setup

72

Location prompts

73

User Field prompts

73

Patron information box

73

Location 1 prompt, here

73

Empowering your patrons

74

04/0476 System Setup

76

How to limit loan periods

78

Expiring holds

79

Deleting holds

79

Setting up reserves

79

Entering the time limits

80

04/0482 System Setup

82

Option Selected Cleared

82

Template Wording

83

04/0484 System Setup

84

04/0486 System Setup

86

04/0488 System Setup

88

04/0490 System Setup

90

Who should read this?

91

Where do we begin?

91

What is data exchange?

92

Participation levels

93

Filtering rules

94

Setting up your union

95

04/0496 System Setup

96

04/0498 System Setup

98

04/04100 System Setup

100

Setting up your members

101

Defining your nonDX members

102

04/04104 System Setup

104

Defining your DX members

106

04/04108 System Setup

108

04/04110 System Setup

110

What's next?

112

04/04114 System Setup

114

What is Circulation Desk?

115

Starting Circulation Desk

115

04/04116 Circulation Desk

116

Circulation Desk security

118

04/04120 Circulation Desk

120

Transactions 101

122

Typing or scanning barcodes

123

Finding patrons or copies

123

Patron dialog appears:

124

HOME key

125

END key takes you

125

04/04126 Circulation Desk

126

04/04128 Circulation Desk

128

Message Cause

128

04/04130 Circulation Desk

130

04/04132 Circulation Desk

132

04/04134 Circulation Desk

134

Troubleshooting

136

Chapter 8 Checking out items

137

How to check out a copy

138

Adding or editing a patron

139

04/04140 Circulation Desk

140

ALT + TAB to switch to it

140

Showing due dates

142

04/04146 Circulation Desk

146

Chapter 9 Renewing items

147

04/04148 Circulation Desk

148

Chapter 10 Checking in items

151

04/04154 Circulation Desk

154

Tracking fine payments

156

Creating fines

158

Editing fines

160

Giving refunds

161

04/04162 Circulation Desk

162

Chapter 12 Managing holds

165

Readying reserves

166

Circulating reserves

166

04/04168 Circulation Desk

168

Managing holds

169

04/04170 Circulation Desk

170

04/04172 Circulation Desk

172

04/04176 Circulation Desk

176

04/04178 Circulation Desk

178

04/04180 Circulation Desk

180

About Patron Maintenance

183

Using Patron Maintenance

183

Searching for patron records

184

Button Description

185

04/04186 Patrons

186

04/04188 Patrons

188

04/04190 Patrons

190

About global maintenance

191

04/04192 Patrons

192

P 962 and click Update

193

04/04194 Patrons

194

Globally deleting patrons

195

Deleting patrons with a PHD

196

04/04198 Patrons

198

Exception message Meaning

198

Header portion of the file

200

Importing patron records

202

Error message Meaning

203

Importing patron pictures

204

04/04206 Patrons

206

How to export patron records

208

Chapter 19 Inventory basics

209

Preparing for inventory

210

After inventory

212

Inventory Checklist

213

04/04214 Inventory

214

Steps for inventory

214

04/04216 Inventory

216

Beginning an inventory

217

04/04218 Inventory

218

04/04220 Inventory

220

04/04222 Inventory

222

Windows workstations

223

04/04224 Inventory

224

Mac OS workstations

225

DOS workstations

226

 RMTBAT.EXE  UKREG.COM

226

 RMTBAT.HLP  UKMIC.COM

226

04/04228 Inventory

228

Finalizing an inventory

230

Resetting Missing copies

231

Deleting Missing items

232

Chapter 21 Cataloging basics

233

Permanent or temporary?

234

Starting Cataloging

235

Customizing the toolbar

236

Cataloging Security

238

04/04240 Cataloging

240

Accelerated Reader search

242

Lexile search

243

Reading Counts search

244

Find-It-All Collection

245

04/04246 Cataloging

246

Sources

246

Scanning an ISBN

247

Using your search results

248

TitlePeek

250

To access title information

251

The available information

251

Deleting a MARC record

252

Printing MARC records

253

04/04254 Cataloging

254

When to use the Easy Editor

255

Brief MARC Record tab

256

Added Description tab

257

04/04258 Cataloging

258

Option What it contains Tips

259

Providing additional entries

260

Click Select to pull

261

Easy Editor

261

04/04264 Cataloging

264

The MARC Editor: an overview

265

04/04266 Cataloging

266

Record component Maximum

266

Leader tag

268

Material type Uses Its icon

269

04/04270 Cataloging

270

Its iconUsesMaterial type

270

04/04272 Cataloging

272

Variable-length tags

273

Editing indicators

274

Working with subfield data

275

04/04276 Cataloging

276

Creating crossreferences

278

Getting started

278

Adding new authority records

279

04/04280 Cataloging

280

Authority fixed-length tags

281

04/04282 Cataloging

282

Fine tuning crossreferences

283

Adding and editing copies

285

04/04286 Cataloging

286

Deleting a copy

288

Subfields in

289

Copy fields

289

04/04290 Cataloging

290

04/04292 Cataloging

292

04/04294 Cataloging

294

04/04296 Cataloging

296

Examining your barcodes

297

Exporting your records

298

How your records will change

299

04/04300 Cataloging

300

The Barcode Wizard

301

04/04302 Cataloging

302

Importing Winnebago records

303

04/04304 Cataloging

304

04/04306 Cataloging

306

Importing authority records

307

04/04308 Cataloging

308

04/04310 Cataloging

310

Getting ready to export

311

04/04312 Cataloging

312

04/04314 Cataloging

314

04/04316 Cataloging

316

Exporting authority records

318

Splitting a collection

318

Using categories

319

04/04320 Cataloging

320

04/04322 Cataloging

322

04/04324 Cataloging

324

04/04326 Cataloging

326

Choose the new Circulation

327

Type from the list

327

04/04328 Cataloging

328

Updating individual copies

330

04/04332 Cataloging

332

Deleting tags globally

334

04/04336 Cataloging

336

Your copies appear here

337

04/04338 Cataloging

338

04/04340 Cataloging

340

Deleting copies with a PHD

342

Viewing the Weeding log

344

Updating keywords

345

Rebuilding crossreferences

346

04/04348 Cataloging

348

04/04350 Cataloging

350

04/04352 Cataloging

352

Chapter 28 Cataloging tips

353

Videorecordings

354

Electronic resources

355

04/04356 Cataloging

356

Related materials

358

Singlerecord method

360

Multiplerecord method

362

 Computer software

363

 Numeric data

363

 Online systems or services

363

Web sites

366

Computer files

367

For further information

369

04/04370 Cataloging

370

Chapter 29 Acquisitions

371

Adding or editing an order

372

Calculating amounts

373

Notes for and about an order

373

Adding a line item

374

Finding an order

375

Editing vendor information

376

Updating address information

378

Printing your order form

379

04/04380 Cataloging

380

About Alliance Plus

381

Starting Alliance Plus

381

04/04382 Alliance Plus

382

Using Alliance Plus

383

04/04384 Alliance Plus

384

About the Autorecon process

385

04/04386 Alliance Plus

386

Preparing for an Autorecon

387

Running an Autorecon

387

04/04388 Alliance Plus

388

04/04390 Alliance Plus

390

04/04392 Alliance Plus

392

Summary

393

04/04394 Alliance Plus

394

Chapter 32 Process Misses

395

Running Process Misses

396

04/04398 Alliance Plus

398

04/04400 Alliance Plus

400

04/04402 Alliance Plus

402

Accessing Setup

403

General Setup tab

404

Choosing the OPAC interface

405

Controlling user access

406

Key Combination, or

407

Menu Function

407

04/04408 Search Stations

408

Setting up passwords

409

Text OPAC Setup tab

410

Modifying the record display

412

Selecting limiter options

412

Visual OPAC Setup tab

415

Selecting Bookbag options

416

Saving your settings

416

Importing the default buttons

416

Default button sets

416

COMMAND key

419

Identifying the button

420

Making the best image

421

Launch an Application

422

Link to a URL

423

04/04424 Search Stations

424

Perform a Keyword Search

425

Show User Type In

426

Saving buttons

427

Deleting buttons

427

Putting it all together

428

After saving your setup

429

04/04430 Search Stations

430

Running WebCollection Plus

431

Accessing WebCollection Plus

432

A note about browser settings

433

The Setup Information page

434

04/04436 Search Stations

436

Changing the graphics

437

Configuring the toolbar

438

Enabling the Bookbag

439

04/04440 Search Stations

440

Click to open the page

441

04/04442 Search Stations

442

Select this check box

443

04/04444 Search Stations

444

Enabling Patron Empowerment

445

04/04446 Search Stations

446

To enable the other controls

447

Accessing TitlePeek

448

Setting up QuickLinks

448

Viewing Follett eBooks

449

Customizing your pages

450

Web Links page

451

Testing your setup

452

04/04454 Search Stations

454

 Information page

455

 Web Links page

455

Chapter 35 Using your OPAC

457

04/04458 Search Stations

458

What is a Power search?

459

Reading Counts! search

462

Using the search results

463

04/04464 Search Stations

464

04/04466 Search Stations

466

Click to see

467

Other eBooks

468

TitlePeek button

469

Searching tools

470

Repeating a search

472

Patron Empowerment

472

Accessing other applications

474

Using the Bookbag

475

Viewing events

476

Resetting the search station

476

Getting around in Visual OPAC

477

04/04478 Search Stations

478

Tracing your steps

479

Using the Type In Search

480

Viewing the record

482

Clearing the search station

484

Chapter 36 Reports basics

485

Creating custom reports

486

Starting Reports

487

04/04488 Reports

488

Generating a report

489

04/04490 Reports

490

Building a barcode list

492

04/04494 Reports

494

Printing the report

495

Printing from a PHD

496

04/04498 Reports

498

Cataloging reports overview

499

04/04500 Reports

500

Cataloging report Description

500

04/04502 Reports

502

Generating a Code Table List

504

04/04506 Reports

506

04/04508 Reports

508

04/04510 Reports

510

04/04512 Reports

512

Printing Copy Barcode Labels

514

04/04516 Reports

516

04/04518 Reports

518

Generating a Lexile Report

520

Generating a Shelf List

521

04/04522 Reports

522

04/04524Reports

524

Generating a Title List

525

04/04526 Reports

526

04/04528 Reports

528

Type the range of time

529

(dates and hours) for which

529

04/04530 Reports

530

04/04532 Reports

532

04/04534 Reports

534

04/04536 Reports

536

Circulation reports overview

537

04/04538 Reports

538

04/04540 Reports

540

 Materials:

541

04/04542 Reports

542

04/04544 Reports

544

04/04546 Reports

546

04/04548 Reports

548

04/04550 Reports

550

Generating Date Slips

552

Generating Hold Notices

553

04/04554 Reports

554

04/04556 Reports

556

04/04558 Reports

558

04/04560 Reports

560

04/04562 Reports

562

04/04564 Reports

564

Generating an Overdue List

566

04/04568 Reports

568

04/04570 Reports

570

Jackson School Library

571

Generating Patron Cards

572

Horizontal Offset*

574

Generating a Patron Name List

575

04/04576 Reports

576

04/04578 Reports

578

04/04580 Reports

580

Chapter 39 System reports

581

04/04582 Reports

582

04/04584 Reports

584

Chapter 40 Extracting data

585

Using extracted data

586

To edit the extraction

587

. . . import it into a

587

04/04588 Reports

588

04/04590 Reports

590

About Utilities

591

Starting Utilities

592

Menu bar

593

Check Database Integrity

594

Rebuild Keywords

595

Rebuild MARC Headings

596

Rebuild File Indexes

597

About the Advanced utilities

598

Rebuild Database

599

Reload File

600

Remove Patron History

601

Empty Database

602

Enable/Disable Data Exchange

602

Closes the Registered

603

Products dialog

603

04/04604 Utilities

604

Message Description

604

Develop a backup strategy

605

Media rotation

606

Backup tips

606

Backing up your database

608

Restoring your database

609

Singleuser sites

610

Multiuser sites

611

Restoring from backup

612

Appendix A Glossary

613

 Cataloging  System Setup

614

 Reports  OPAC

614

 Utilities

614

 Available  At the bindery

616

 Lost  Missing

616

 Checked out  Loaned out

616

 On hold

616

04/04 617Appendix A Glossary

617

04/04618 Appendices

618

04/04 619Appendix A Glossary

619

04/04620 Appendices

620

04/04 621Appendix A Glossary

621

04/04622 Appendices

622

 Circulation reports

623

 Cataloging reports

623

04/04624 Appendices

624

04/04 625Appendix A Glossary

625

04/04626 Appendices

626

Bibliographic tags

627

Tag Indicators Subfields

628

Tag SubfieldsIndicators

629

Tags in the Easy Editor

632

Field name Tag/subfield

633

Example: Tag Subfield Entry

636

Searchable tags

637

04/04638 Appendices

638

Authority tags

639

04/04642 Appendices

642

Selecting a template

643

04/04644 Appendices

644

04/04646 Appendices

646

What does a barcode contain?

647

Barcode terminology

648

Symbology Description

649

04/04650 Appendices

650

Field Description

651

Assigning barcodes

652

Supported barcodes

654

Downloading the application

655

Using a Telxon PHD

656

The Telxon PHD main menu

657

Keys used most often

658

How to change key functions

658

PHD features

659

PHD task commands

659

Mastering barcode scanning

660

Recording remote circulations

661

Checking in items

663

Erasing data from a PHD

664

04/04666 Appendices

666

Message Cause & solution

666

ENTER. Use the SHIFT key

666

Rebooting your Telxon PHD

667

Maintenance information

668

Backup power

669

Disposing of old batteries

670

PHD Dolphin+ basics

672

Scan and battery capacity

673

Collecting inventory scans

676

Collecting patron barcodes

676

Collecting copy barcodes

677

Examining barcode scans

678

Erasing scans

679

04/04680 Appendices

680

Message Cause / Solution

680

Important Keys

682

PHD Dolphin+ Main Menu

683

Procedures

683

 Patron status

686

 Patron type

686

 Location 1 or 2

686

 User Field 1 or 2

686

 Circulation Type

688

 Category

688

 Copy Status

688

Appendix G The Bar Tender

693

Defining the barcode

694

Adding text to the label

694

Barcodes in The Bar Tender

696

04/04698 Appendices

698

Selecting a scanner

699

ScanTeam 3400 CCD

700

ScanTeam 5400 Laser

701

04/04702 Appendices

702

Enhancement request form

727

The User's Guide

730

Follett Geräte