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User’s Guide
User’s Guide
version 6.00
version 6.00
Portions Copyright 1984-2000
Faircom Corporation
All Rights Reserved
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2 04/04 Copyright 1998 - 2004 by Follett Software Company 1391 Corporate Drive McHenry, Illinois 60050 (800) 323-3397 or (815) 344-8700 Email: info@fsc.follett.com (Customer Service) techsupport@fsc.follett.com (Technical Support) All rights reserved. This book and application, or parts thereof, may not be reproduced in any form without permission. This software application and the information contained in this manual are subject to change without notice. Circulation Plus, Catalog P
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04/04 3 FOLLETT SOFTWARE COMPANY PRODUCT LICENSING TERMS ***IMPORTANT*** This legal document (the Agreement") is an agreement between you and Follett Software Company governing the use of Follett Software Company's library management products listed on Follett's Web sites, including at www.fsc.follett.com, and any revisions and updates (the Product"). The Product may include software, data, and/or other instructional materials. By installing, accessing, or using all or any portion of the P
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4 04/04 5. New Versions. When you install a new version of the Product accompanied by a new license, provided your license fee entitles you to the new version, your use of the new version constitutes your acceptance of the new license and the termination of your license to use any previous version of the Product. 6. Termination for Breach. If you breach any material terms of this Agreement or fail to pay license fees as they become due, Follett Software Company may immediately terminate your l
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04/04 5 Product, whether or not such modification is authorized by Follett Software Company. 11. DISCLAIMER OF WARRANTY. FOLLETT SOFTWARE COMPANY DISCLAIMS ALL OTHER WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, WARRANTY OF TITLE, OR WARRANTY OF NON-INFRINGEMENT. FOLLETT SOFTWARE COMPANY AND ITS LICENSORS ARE NOT RESPONSIBLE FOR AND MAKE NO REPRESENTATIONS OR WARRANTIES WITH REGARD TO THIRD PARTY NET
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6 04/04 13. Arbitration. You agree to submit any dispute, controversy, or claim you may have arising out of or relating to this Agreement solely to binding arbitration to be conducted pursuant to the Commercial Rules of the American Arbitration then in effect. 14. Right to Audit Compliance. Follett will have the right to conduct or direct an independent accounting firm to conduct, during normal business hours and no more than twice during any calendar year, an audit of your relevant records to
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04/04 7 disclosure is subject to restrictions as set forth in subparagraph (c) (1) (ii) of the Rights in Technical Data and Computer Product clause at DFARS 52.227-7013. Manufacturer: Follett Software Company, 1391 Corporate Drive, McHenry, IL 60050-7041. 3. If the Product is acquired under a GSA Schedule, the U.S. Government has agreed: (a) to refrain from changing or removing any insignia or lettering from the Product that is provided or from producing copies of manuals or disks (except one
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8 04/04 Notes
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9 Contents Welcome 27 Getting started 28 Viewing the online User's Guide 28 Getting help 29 About our customized training 29 Contacting Follett Software Company 29 Follett's tollfree number 29 Visit our Web site 30 Contacting Technical Support 30 What's folletttalk? 30 Enhancement requests 30 System Setup 31 Chapter 1 System Setup basics 31 About the setup chapters 31 What you'll need 32 Getting around in System Setup 33 Chapter 2 Setting up yo
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10 04/04 How to change the PHD settings 43 Maintaining events for Catalog Plus 43 After setting up your site 44 Chapter 3 Preparing to catalog your collection 45 Grouping your collection according to lending period 45 How to add or edit circulation types 47 Identifying call number locations in your MARC records 47 Setting up your call number prefixes 48 How to add or edit call number prefixes 50 Sorting your call numbers 51 Increasing access to your collection with
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04/04 11 Setting up reserves 79 Entering the time limits 80 Activating automatic fine calculation and refunds 81 Customizing your overdue, bill, and ready hold notices 82 How to change the wording on a notice 83 Setting your library's hours 85 Setting up your library's current calendar 85 Setting up alert sounds (and more) for your circulation desk 88 After preparing for circulation 90 Chapter 6 Building your union 91 Who should read this? 91 Where do we begin
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12 04/04 Finding patrons or copies 123 Important messages for patrons 126 Sounds 126 Handling block conditions during a transaction 127 Adding or editing a patron record 129 Viewing and printing patron information 130 Viewing the current status of a copy 134 Sending items to the bindery or on interlibrary loan 135 Troubleshooting 136 Chapter 8 Checking out items 137 How to check out a copy 138 Adding or editing a patron 139 Adding a title during a checkout
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04/04 13 Marking a patron's checkout lost 161 Charging a fine for the lost copy 163 Troubleshooting 164 Chapter 12 Managing holds 165 A brief introduction to holds 165 A brief introduction to reserves 166 Readying reserves 166 Circulating reserves 166 Getting around the Holds/Reserves window 167 Placing a hold or reserve for a patron 168 Managing holds 169 Extending the life of a hold 169 Changing the priority of a hold 170 Interpreting the Daily Holds P
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14 04/04 How to add or edit a patron record 187 How to add, edit, and delete addresses 188 How to add or edit an important message or a note 189 How to add, replace, or remove a patron picture 189 How to delete individual patron records 190 Chapter 16 Maintaining patron records in batches 191 About global maintenance 191 Globally updating batches of patrons 191 Updating information for a few individual patrons 192 Updating patron records using a PHD 193 Globally de
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04/04 15 Starting and getting around in Inventory 215 Chapter 20 Taking inventory of your collection 217 Beginning an inventory 217 Entering copies into Inventory 218 Entering copies directly into the Inventory main window 219 Using a PHD to inventory your collection 221 Using a portable computer to inventory your collection 223 Interpreting the Remote Inventory exception report 228 Finalizing an inventory 230 Printing reports of your Missing items 231 Resetting
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16 04/04 Chapter 22 Using the Easy Editor 255 When to use the Easy Editor 255 Working with bibliographic records 255 Brief MARC Record tab 256 Added Description tab 257 Providing access through subjects 259 Providing additional entries 260 Using the Find Headings feature 261 What's next? 262 Chapter 23 Using the MARC Editor 263 Working with bibliographic records 263 Adding new bibliographic records 264 The MARC Editor: an overview 265 What is a good" bib
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04/04 17 Chapter 26 Exporting MARC records 311 Getting ready to export 311 Exporting bibliographic records 312 Exporting authority records 318 Splitting a collection 318 Using a PHD 318 Using categories 319 Interpreting the exception report 321 Chapter 27 Maintaining your collection 323 Using reports to analyze your collection 323 Updating bibliographic headings globally 324 Updating copy information globally 326 Adding funding sources or vendors to their
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18 04/04 Videorecordings 354 Electronic resources 355 Tag 856 Electronic Location and Access 355 System notes and considerations 357 Related materials 358 eBooks 360 Websites 366 Computer files 367 For further information 369 Chapter 29 Acquisitions 371 The lifecycle of an order 371 Adding or editing an order 372 Filling out an order 372 Finding an order 375 Editing vendor information 376 Editing funding source information 377 Updating address in
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04/04 19 Running Process Misses 396 Search Stations 403 Chapter 33 Setting up your search stations 403 Accessing Setup 403 General Setup tab 404 Choosing the OPAC interface 405 Controlling user access 406 Providing access to other applications 408 Setting up passwords 409 What's next? 409 Text OPAC Setup tab 410 Choosing search options 410 Modifying the record display 412 Selecting limiter options 412 What's next? 414 Visual OPAC Setup tab 415 C
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20 04/04 Constructing the URL for the main page 432 Constructing the URL for the Setup Information page 432 Changing the setup password 432 A note about browser settings 433 The Setup Information page 434 Customizing the appearance of the pages 436 Changing the text on the main page 436 Changing the graphics 437 Providing tools and services for your patrons 438 Configuring the toolbar 438 Enabling the Bookbag 439 Setting up hold and interlibrary loan request opti
