Menu Bar
The menu bar at the top of the page contains most of the links you'll need to navigate Management. You can navigate to the Resources, Borrowers, Tutor Groups, Current and Past Loans, Reservations, Reviews and Statements tables all from the first few links of the menu bar.
The next few links are the most used features of management.
- Reporting covers reports and the dashboard.
- The News, Intake and Output tables.
- The Moderation, Stock Check, Reading list and Wishlist areas.
- Labels only covers Card print and Label Styles (Label Print and Generate Barcodes must be done from the 'Records' area of the relevant table).
- Templates covers Dispatch Documents, Reminders and Statements and Reviews.
- Lookup is Classifications, the Custom Catalogue, Data Cleanse, Floor Plans, MARC tags and Subjects.
Top-Right Options
- Circulate will load the admin version of Circulate.
- Bookshop will open the Peter's bookshop where you can purchase new resources.
- The megaphone opens the Announcements panel.
- Ideas Portal is where you can log requests for new features to our development team.
- Support portal is this portal you are reading this article in now.
- About gives you an overview of the library system and what modules you are currently subscribed to.
- Borrower Portal contains the book of the week interface, new arrivals/most popular, links, the cloud and the social settings.
- Management contains the Calendar, General Settings, Barcodes, Discovery, External Sources, Fields, Languages, Printing, Reservations and Restrictions.
- Security contains group, user and password manager.
- Integrations contains all links to other systems, Identity Providers (SSO), ClickView, Overdrive and SIP2.
- Maintenance contains the Audit log and the Scheduler.
The 'My Account' option in the very top-right will allow you to change your password and the appearance of the Management page. From here you can also close Management and return to the homepage.