Reading Cloud – New Academic Year Setup Guide
A step-by-step process for preparing your Reading Cloud Library System for the new academic year.
Getting Students from Your School System
What help is in this section?
Here you will find help on how to export student data from your school’s MIS for use in Reading Cloud. This section will help with exporting CSV files from common MIS platforms and also covers generic export methods for other systems.
Does Not Cover: Importing CSVs into Reading Cloud; Removing or archiving old borrowers.
When do I need to do this?
Start of academic year, before importing a CSV, moving tutor groups, or removing leavers.
Getting Students from Your School System
Adding Students to the Library
What help is in this section?
Here you will find help with adding new student records to Reading Cloud. This section will help with manual CSV imports, moving Tutor Groups, adding individual Borrowers and automated imports via Wonde.
Does Not Cover: Exporting from MIS or fixing mismatched records.
When do I need to do this?
After exporting your new student list from your MIS and before setting up logins.
Adding Students to the Library
Checking & Fixing Student Information
What help is in this section?
Here you will find help with ensuring your imported students match to existing Borrower Records. It covers the process of verifying Borrower matches and/or resolving mismatched records.
Does Not Cover: Initial import of students.
When do I need to do this?
After importing students, especially if your MIS data has changed.
Checking & Fixing student Information
Setting Up Student Logins
What help is in this section?
Here you will find help on enabling your students to be able to log into Reading Cloud. This will cover the standard login setup, SSO setup and linking with identity providers.
Does Not Cover: Importing students.
When do I need to do this?
After your students have been imported into the library system and records have been verified.
Student Cards, Labels & Other Access Methods
What help is in this section?
Here you will find the help that you need to set up access to the library system for your students. It covers different methods like library cards, barcodes, and labels. This will cover items like printing library cards, printing labels and barcodes and more advanced access methods like RFID (e.g. electronic cards) and biometrics (e.g. finger print recognition).
Does Not Cover: Login setup which is for processes like usernames & passwords and SSO (Single Sign On).
When do I need to do this?
After all your students have been added and verified.
Student Cards, Labels & Other Access Methods
Managing What Students Can Access
What help is in this section?
This section provides guidance on how to set permissions and restrictions in Reading Cloud. These will determine things like book limits, loan periods, renewal, and reservation limits. This will cover group-based permissions, restrictions settings, and advanced Borrower/Resource permissions.
Does Not Cover: Granting access to management or circulate.
When do I need to do this?
After all your students have been added and verified, and logins are active.
Managing What Students Can Access
Everyday Student Management
What help is in this section?
This section has guidance for everyday borrower management tasks. This will cover tasks like finding borrowers and editing borrower details.
Does Not Cover: Managing reservations, reviews or reminders.
When do I need to do this?
This section can be completed as and when as this includes tasks that you will carry out throughout the year.
Need Some Extra Help
If you are struggling with an issue please let the friendly Reading Cloud Service Team help. If you are using the chat bot and your issue is urgent, just say “Transfer for help please”. Alternatively if you prefer you can email them with support@reading-cloud.com or give them a call on +44 (0) 330 822 5359.