Selection Lists Search Tab Note: The use of Selection Lists is optional. Default Search The Selection Lists Search tab allows you to conduct a...
Patron Search You can choose Search for Patron by Name from the Portal Page or from the option in the Search menu. ...
(Old) Line Item Overview Anatomy of a Line Item Title of the item. This also links to view of the brief order record and...
(Old) Add Copies to a Line Item By default, line items have no copies attached to them. If a default number of copies has been specified in...
(New) Distribution Formulas (Line Item Templates) Distribution Formulas can be used as templates for applying item attributes to line items in a purchase order. You can...
(Old) Creating a Selection List There are a couple of ways you can create a selection list. Option 1: Create a Selection List While Searching...
Course Reserves Accessing Course Reserves To access Course Reserves select: Course Reserves tab on the Navigation Bar and select “Course List” Creating...
Serials Administration Create Serial Item Template Templates are used to create copies when receiving. These templates are similar to regular item templates,...
Managing Subscriptions Subscriptions Select the Serials tab from the record summary screen Select “Manage Subscriptions” (Note: if this is the library’s first...
Adding Special Issues Occasionally you may receive unanticipated or supplement issues of a serial title. In these cases: Open the bib record for...
Deleting Subscriptions and Items Deleting Subscriptions If your library is no longer receiving a serial title you may wish to delete the subscription. Subscriptions...
Placing a Single Hold in the Staff Client You can place a hold from the staff client catalog from either the search results screen or the individual title...