Advanced Usage
Project Boxes
- What is a Project Box?
- Creating a Project Box
- Adding Resources into a Project Box
- Issuing a Project Box
- Reserving a Project Box
- Returning a Project Box
- Project Box Record Card
- Project Box Restriction Settings
- Editing Dispatch Documents
- Can I Add Items to a Project Box After It Has Been Created?
- Can I Add Items to a Project Box After it Has Been Issued?
- How Do I Know Which Items Are in a Project Box?
- What is the Difference Between Permanent and Temporary Project Boxes?
- What Are Dispatch Documents?
- What is Trusted Check-in?
Stock Check
- What is Stock Check?
- Creating a new Stock Check
- Using Stock Check
- Editing a Previously Started Stock Check
- Searching in Stock Check
- Using Bulk Scan during Stock Take
- Completing a Stock Check
- Multiple Filters on a Stock Check
- Creating a Stock Check For Only Part Of the Library
- Multiple Users on One Stock Check
- Stock Check Completion Actions Box
- How Can I Limit Which Members of Staff Can Run a Stock Check?
- Catalogue Changes During a Stock Check
- Can I Have Multiple Stock Checks Open At the Same Time?
- Within the Stock Check Window, What Is the Download Option For?
- I Have Scanned a Resource Which Was Not on the Stock Check, What Will Happen to It?
- When Would You Recommend I Perform a Stock Check?
- Can I Enable the 'Exclude Items on Loan' Option After the Stock Check Has Been Created?
- Can I See Which Resources Have Been Sent to the Recycle Bin After My Stock Check Has Been Completed?
- How Will Current Loans Affect My Stock Check?
- Stock Check Taking Longer than Expected
Reading Cloud App
- Reading Cloud Mobile App Stock Check
- Reading Cloud Mobile App
- Reading Cloud Mobile App Quick Cat
- Reading Cloud Mobile App Circulate
Reporting/Page Views
- What is a Page View?
- Viewing and Running Reports
- Viewing all Current Loans
- Icon Viewer
- Creating a Page View
- Editing a Page View
- Page View Layout Tab
- Page View Appearance Tab
- Page View Record Selection Tab
- Page View Row Template Tab
- Using Views and Advanced Search to Create Custom Reports
Barcode Masks
- What Is a Barcode Mask?
- Creating/Editing Barcode Masks
- Understanding Barcode Masks
- Why Would I Want to Modify Barcodes?
- Can Barcode Masks Remove Characters?
- Can Barcode Masks Add Characters?
- Do Barcode Masks Have to Remove Certain Characters?
- Can I Have Multiple Masks for Different Barcodes?
- Resources Not Being Found When Scanning a Barcode
- Checking if Your Scanner Needs Reconfiguring
SSO Integration
- Identity Providers Overview (SSO Integration)
- Linking with MyLogin SSO
- Selecting Your ID Provider
- Linking with Google SSO
- Setting Up Google SSO
- Enabling the Admin SDK API and Creating a Service Account in Google SSO
- Exporting a CSV for Google SSO
- Linking with Microsoft Azure AD
- Microsoft Azure AD SSO App Registration
- Creating a Client secret for Microsoft Azure AD
- MS Azure API Permission
- Linking your borrowers for Microsoft Azure AD
- Exporting a CSV for Microsoft Azure AD
- Linking with RM Unify
- Exporting a CSV File From RM Unify
- Importing a CSV for ID Providers
- Scheduling a Sync for Identity Providers
Periodicals and Journals
- Periodical & Journal Resource Types
- Creating a Periodical Article
- Creating a Periodical Article Using the New Resource Window
- Creating a Periodical Article Using Existing Periodical Issues
- Periodical Template
- Creating a Periodical Template
eBooks
Advanced Management
- Custom Fields
- Marc Tags
- How to Add a Z39/Z-Source
- SIP2 Setup and Configuration
- Print Settings
- Reserving a Resource from the Management Page
- Issuing a Resource from the Management Page
- Data Cleanse Replacements and Removals
- Adding a New Custom Field