Follett VERSION 6.00 User Manual

version 6.00User’s GuideUser’s Guideversion 6.00Portions Copyright 1984-2000Faircom CorporationAll Rights Reserved

10 04/04How to change the PHD settings 43Maintaining events for Catalog Plus 43After setting up your site 44Chapter 3 Preparing to catalog y

04/04100 System Setup3. System Setup lets you set starting and ending tag numbers to determine if arecord is brief or full from the Brief Records tab:

04/04 Chapter 6 Building your union 101From the Misc tab, you can also arrange your member databases into groups.In WebCollection Plus for Union, use

04/04102 System SetupYou add and maintain members through System Setup. To start System Setup,from the computer desktop, open the Follett Applications

04/04 Chapter 6 Building your union 103Entering member site information1. To add a new nonDX member, from the Members dialog (see page 102), clickNe

04/04104 System Setup2. To define the barcode symbology the member uses for their library materials,select the Barcodes tab:To cancel changesbefore sa

04/04 Chapter 6 Building your union 105Entering member cataloging information1. To enter the nonDX member's cataloging information, from the Sy

04/04106 System Setup2. If the member uses categories to group related items in their collection, selectthe Categories tab:Each member can haveup to 2

04/04 Chapter 6 Building your union 107 Connection information for the Follett Data Exchange Server(s) supportingthe union catalog's database a

04/04108 System Setup3. If more than one member database is supported by the Data Exchange Serveryou specified in step 2, a list of the supported memb

04/04 Chapter 6 Building your union 1091. To define the relationship between the member and the union catalog, selectone of the options on the Level

1104/04 Setting up reserves 79Entering the time limits 80Activating automatic fine calculation and refunds 81Customizing your overdue, bill,

04/04110 System SetupNote: Since filter rules prevent records from being sent to the union catalog,reports run at the union catalog may not exactly r

04/04 Chapter 6 Building your union 1114. From the Connection tab, you specify the member's connection type:Currently, a fulltime connection to

04/04112 System SetupUpdating DX member informationAt some point, you may need or want to update a DX member's information: To change a member&a

04/04 Chapter 6 Building your union 113nonDX members' full records before importing any brief records. You alsoneed a general idea of the quali

04/04114 System SetupNotes

115Circulation DeskChapter 7 Circulation Desk basicsThe basic features of Circulation Desk discussed in this chapter include thefollowing: starting C

04/04116 Circulation Desk Windows: To accept the date and time stated in the message, click No. Tochange the system date or time, click Yes and the W

04/04 Chapter 7 Circulation Desk basics 117successful checkout and describes the basic elements of many of the CirculationDesk windows:The barcode yo

04/04118 Circulation Deskmenu on the menu bar. You can also switch between windows by using the keycombinations on the Circulation menu. When you swit

04/04 Chapter 7 Circulation Desk basics 1192. Once you enter the password, the Limit Circulation Desk Access dialogappears:Select one or both circula

12 04/04Finding patrons or copies 123Important messages for patrons 126Sounds 126Handling block conditions during a transaction 127Adding

04/04120 Circulation DeskImportant: You cannot continue with this process until the correct passwordis entered.2. Once you enter the password, full a

04/04 Chapter 7 Circulation Desk basics 121Receipts can be printed from several areas of the Circulation Desk, includingCheck Out, Holds/Reserves, Fi

04/04122 Circulation DeskShowing and hiding patron picturesIf your library has patron pictures for patron records, you will have the option toshow tho

04/04 Chapter 7 Circulation Desk basics 123Typing or scanning barcodesWhen you successfully scan a barcode, it immediately appears in the Type orScan

04/04124 Circulation DeskFrom the Circulation Desk window, select the Find Patron button. The FindPatron dialog appears:From the Whose dropdown list,

04/04 Chapter 7 Circulation Desk basics 125From the Circulation Desk window, select the Find Title button. The Find Titledialog appears:To initiate t

04/04126 Circulation DeskImportant messages for patronsOnce a patron is selected by scanning, typing, or using the Find Patron dialog, ifan important

04/04 Chapter 7 Circulation Desk basics 127 Circulation Desk barcode scanning sounds Circulation Desk sound event Cause for soundSuccessful Barcode

04/04128 Circulation DeskTransaction block conditions Message CauseCheckout limit reached The patron is attempting to exceed the maximum number ofcop

04/04 Chapter 7 Circulation Desk basics 129If you prefer greater control over the ability to override block conditions, thenyou may want to define th

1304/04 Marking a patron's checkout lost 161Charging a fine for the lost copy 163Troubleshooting 164Chapter 12 Managing holds 165A b

04/04130 Circulation DeskViewing and printing patron informationYou can view the following information about a patron from either CirculationDesk or P

04/04 Chapter 7 Circulation Desk basics 131Each tab shows detailed information about the patron:The Stats tab shows the current transaction counts, t

04/04132 Circulation DeskNote: If the Collect Patron Transaction Histories check box in System Setup isunchecked and you have removed patron history

04/04 Chapter 7 Circulation Desk basics 133To view the number of circulation and holds transactions recorded for theselected patron during a given ti

04/04134 Circulation DeskViewing the current status of a copyFrom the Copy Status window you can retrieve the status of any copy in yourcollection by

04/04 Chapter 7 Circulation Desk basics 135To view the recent checkouts of a copy, choose Checkouts in the Copy Statuswindow. The Checkouts dialog ap

04/04136 Circulation DeskTroubleshootingThis table lists some problems that may occur while using Circulation Desk:Basic troubleshooting for Circulati

137Chapter 8 Checking out itemsThis chapter provides instructions for checking out copies, adding or editingpatrons during a checkout, adding titles

04/04138 Circulation DeskHow to check out a copyThe basic checkout procedure involves entering two barcodes: the patron barcodeand the copy barcode:Ty

04/04 Chapter 8 Checking out items 139If the loan period for the copy is defined as zero, a message appears stating thatthe copy is noncirculating.

14 04/04How to add or edit a patron record 187How to add, edit, and delete addresses 188How to add or edit an important message or a note 189

04/04140 Circulation Deskpermanent record, Circulation Desk assigns a material type of Book (Monograph)to all titles created during a checkout.A tempo

04/04 Chapter 8 Checking out items 1411. In the Type or Scan a Barcode text box, type or scan an unassigned barcode. Ifyour patron and copy barcodes

04/04142 Circulation Deskif you want to check out the noncirculating copy. If you choose Yes, theNonCirculating Due Date dialog appears:Enter the da

04/04 Chapter 8 Checking out items 143From the Circulation menu, select the Show Date Window option. The DateWindow displays:Select the patron type f

04/04144 Circulation DeskImportant: If you try to save a special due date that has already passed, an alertbox appears giving you the option of corre

04/04 Chapter 8 Checking out items 145Check Out error messages (Cont.)Message CauseThere are pending holds on ...Are you sure you want to checkit o

04/04146 Circulation DeskNotes

147Chapter 9 Renewing itemsIn Circulation Desk, you can renew some or all of a patron's checkouts from theCheck Out window. You can also renew s

04/04148 Circulation DeskWhen you choose Renew, the Renew dialog appears:List of patron's current checkouts.If only renewing some copies,highligh

04/04 Chapter 9 Renewing items 149How to renew a single copy or stack of copiesIf a patron, such as a teacher, brings a stack of items to the circula

1504/04 Starting and getting around in Inventory 215Chapter 20 Taking inventory of your collection 217Beginning an inventory 217Entering cop

04/04150 Circulation DeskTroubleshootingThe following table lists some messages that might appear while renewing copiesfrom the Renewals window. For o

151Chapter 10 Checking in itemsThis chapter provides instructions for checking in copies and handling items onhold or on reserve.How to check in a co

04/04152 Circulation DeskIf you want to be alerted by sound when a copy that was checked in readies ahold or reserve, creates a fine, represents In-Li

04/04 Chapter 10 Checking in items 153Message CauseThe copy cannot be checkedin. It has not been checkedout.This message might appear if you are chec

04/04154 Circulation DeskMessage CauseThis copy was loaned out.Please update your records.The copy being checked in was loaned out to another library.

155Chapter 11 Dealing with fines and lost copiesThis chapter contains a brief explanation of the kinds of fines you can create inCirculation Desk and

04/04156 Circulation DeskThe following shows the Fines window and describes its features:All of the patron's currentfines and refunds appearin th

04/04 Chapter 11 Dealing with fines and lost copies 157For more information on printing fine receipts, see the following sections.See also: For an e

04/04158 Circulation DeskRecording payment for a single fineTo record payment for a single fine, select the fine the patron wants to pay fromthe list

04/04 Chapter 11 Dealing with fines and lost copies 159To create fines manually, choose New from the Fines window. The New Finedialog appears:Scan or

16 04/04Chapter 22 Using the Easy Editor 255When to use the Easy Editor 255Working with bibliographic records 255Brief MARC Record tab 25

04/04160 Circulation DeskEditing finesAfter creating a fine, you can change the amount of the fine, the amount paid, orthe amount waived.To edit a fin

04/04 Chapter 11 Dealing with fines and lost copies 161Giving refundsCirculation Desk only generates refunds in two situations: If a patron has repo

04/04162 Circulation Desktherefore, do not show up as missing on an inventory report. For moreinformation about copy status and inventory status, see

04/04 Chapter 11 Dealing with fines and lost copies 163Charging a fine for the lost copyWhile marking a copy lost, if you choose to create a fine for

04/04164 Circulation DeskTroubleshootingIf you want to disable the automatic fine calculation, or change the way fines arecalculated, see Activating

165Chapter 12 Managing holdsThis chapter contains instructions for placing holds and reserves, managing andediting holds and reserves, and interpreti

04/04166 Circulation Deskbecomes available. Circulation Desk allows you to extend the expiration date of ahold at any time.A brief introduction to res

04/04 Chapter 12 Managing holds 167reserved item, and the normal loan period would overlap the reserve period,Circulation Desk automatically shortens

04/04168 Circulation DeskYou can view the status of a hold or reserve from the Holds/Reserves window orthe Hold Queue. The queue lists all the patrons

04/04 Chapter 12 Managing holds 1695. To place a hold on a specific copy or to reserve it for a future date, click theSelect button under Specific Co

1704/04 Chapter 26 Exporting MARC records 311Getting ready to export 311Exporting bibliographic records 312Exporting authority records 31

04/04170 Circulation DeskTo extend the expiration date of a hold, from the Holds/Reserves window (seepage 167), highlight the hold and click View/Edit

04/04 Chapter 12 Managing holds 171holds second, and pending holds last. Holds with the same status are sorted inascending order according to priorit

04/04172 Circulation DeskThe Daily Holds Processing exception report will help you maintain your readyhold shelf and keep patrons informed of the stat

04/04 Chapter 12 Managing holds 173The exception report is divided into sections that show what action CirculationDesk has taken on the holds and res

04/04174 Circulation DeskTroubleshootingThe following table lists messages that might appear while creating, editing,deleting, or managing your holds

175Chapter 13 Circulating items with a PHDThis chapter starts with a brief explanation of why you would want to use a PHDto circulate your collection

04/04176 Circulation DeskBefore recording transactions with a PHDBecause your PHD does not store information about your patrons, if you use it tocircu

04/04 Chapter 13 Circulating items with a PHD 177To make sure that the scans you collect with your PHD are processed the wayyou want, follow these st

04/04178 Circulation Desk To create a temporary title record and copy for each copy not found inthe database during processing, choose Create a tempo

04/04 Chapter 13 Circulating items with a PHD 179Interpreting the Remote Circulation Processing exception reportIf there were any exceptions encounte

18 04/04Videorecordings 354Electronic resources 355Tag 856Electronic Location and Access 355System notes and considerations 357Related ma

04/04180 Circulation DeskMessage CauseCeiling date used (MM/DD/YY). The ceiling date was used to determine the due date forthis copy.Circulation type

04/04 Chapter 13 Circulating items with a PHD 181Message CauseThis copy was on hold for ... The holdstatus has been changed to pending"and wi

04/04182 Circulation DeskMessage CauseThis patron is restricted. This patron has a restricted status. This usuallyindicates that you do not want to ch

183PatronsChapter 14 Patron Maintenance basicsThis chapter contains general information and instructions for using PatronMaintenance, including searc

04/04184 Patronsthe password and click OK. The Patron Maintenance default password isMODPATRON. The Patron Maintenance main window appears:Menu barFro

04/04 Chapter 14 Patron Maintenance basics 185Patron search options Button DescriptionSearch using the patron's last name.Example: Schmidt, Be

04/04186 Patronsand then click Search. Patron Maintenance displays a list of patrons in thePatron Maintenance main window, with the patron's name

187Chapter 15 Maintaining individual patron recordsThis chapter contains general information about maintaining individual patronrecords and specific

04/04188 PatronsHow to add, edit, and delete addressesPatrons can have up to two addresses in their records. You can add addresseswhen you are creatin

04/04 Chapter 15 Maintaining individual patron records 189How to add or edit an important message or a noteTo display miscellaneous information about

1904/04 Running Process Misses 396Search Stations 403Chapter 33 Setting up your search stations 403Accessing Setup 403General Setup tab

04/04190 PatronsPatron picture format requirementsPicture Property Valid specificationsWindows file formats JPEG File Interchange Format (*.jpg), Wind

191Chapter 16 Maintaining patron records in batchesThis chapter provides general information about globally editing patron records.It also provides i

04/04192 Patrons1. On the Patron Maintenance main window, open the Edit menu and selectGlobal Update. The Global Update dialog appears.2. From the Who

04/04 Chapter 16 Maintaining patron records in batches 193These promptsdepend on theentry made inSystem Setup.Do Not Change is thedefault.If you sele

04/04194 Patrons1. With your PHD, scan the barcodes of the patrons you want to update. Forinstructions on collecting patron scans with the PHD+, PHD+

04/04 Chapter 16 Maintaining patron records in batches 195When you click Update, a confirmation message appears. To continue, clickYes. Once the data

04/04196 Patrons2. After you make your selections, click Delete. A confirmation messageappears. Click OK. While deleting the selected patrons, Patron

04/04 Chapter 16 Maintaining patron records in batches 1972. From the Patron Maintenance main window, select Edit | Delete Patrons viaPHD. The follow

04/04198 PatronsInterpreting the exception reportThe following table lists messages that may be generated when the system checksyour patron barcodes d

199Chapter 17 Importing patron informationThis chapter contains general information about importing patron records andpatron pictures, formatting inf

2 04/04Copyright 1998 - 2004by Follett Software Company 1391 Corporate Drive McHenry, Illinois 60050(800) 323-3397 or (815) 344-8700Email: [email protected]

20 04/04Constructing the URL for the main page 432Constructing the URL for the Setup Information page 432Changing the setup password 432A not

04/04200 PatronsHeader portion of the fileThe first line in the import file must be a header line. The third field, Patron fileformat version, must co

04/04 Chapter 17 Importing patron information 201Patron fields (Cont.)Field ExampleMaximum lengthFormatMiddle name String 10 Jo"Card expiration

04/04202 PatronsThe patron in the following example is Patty Sellers, whose record data is thesame as that shown in the above table. In the export fil

04/04 Chapter 17 Importing patron information 203Merge, or Replace, that Patron Maintenance executes when a duplicaterecord is found.Typically used w

04/04204 PatronsPatron Maintenance errors during a patron import (Cont.)Error message MeaningGraduation year field invalid: Defaulted to blank.All bl

04/04 Chapter 17 Importing patron information 2051. On the Patron Maintenance main window, select File | Import PatronPictures from the menu. The Imp

04/04206 PatronsInterpreting the exception reportAny errors encountered during the import patron pictures process are enteredinto an exception report.

207Chapter 18 Exporting patron recordsThis chapter contains general information about exporting patron records,discusses what you'll need to get

04/04208 PatronsHow to export patron recordsOn the Patron Maintenance main window, select File | Export Patrons. In thedialog, select the criteria you

209InventoryChapter 19 Inventory basicsAfter circulating your collection, you may notice that some items just aren'twhere they're supposed

2104/04 eBooks 467TitlePeek button 469Printing search results 470Searching tools 470Customizing the limiters 470Repeating a search 4

04/04210 InventoryPreparing for inventoryBefore you start inventory, there are a few steps you can take to help things runsmoothly: Create a schedule

04/04 Chapter 19 Inventory basics 211The following table shows the relationship between an item's copy status and itsbeginning inventory status:

04/04212 Inventory If you add an item to your collection at any time, during or outside aninventory, Cataloging automatically assigns an inventory st

04/04 Chapter 19 Inventory basics 213Inventory ChecklistAs you take inventory of your collection, use this checklist to keep track of yourprogress. Y

04/04214 InventorySteps for inventory7. Enter all the Unmarked copies in your collection into Inventory. Use the schedule you created instep 1 as a g

04/04 Chapter 19 Inventory basics 215Starting and getting around in InventoryFrom the computer desktop, open the Follett Applications folder anddoubl

04/04216 InventoryNotes

217Chapter 20 Taking inventory of your collectionThis chapter provides detailed instructions for the entire inventory process,including the different

04/04218 Inventorycomplete, close the progress dialog. The Inventory main window now allows youto enter barcode scans directly, and enables all of the

04/04 Chapter 20 Taking inventory of your collection 219or cataloging workstation. This method lets you use multiple, nonnetworkedcomputers for taki

22 04/04Generating a Copies Added Report 506Generating a Copies by Funding Source or Vendor Report 507Generating a Copies With Different Call Nu

04/04220 InventoryInventory messages (Cont.)Message Cause... fine has been assessed to ... This message appears if the scanned barcode corresponds to

04/04 Chapter 20 Taking inventory of your collection 221Using a PHD to inventory your collectionUsing a PHD to inventory your collection eliminates t

04/04222 Inventory2. To transfer the scans from the PHD, from the Inventory main window, clickRemote or select Inventory | Remote Inventory. The Remot

04/04 Chapter 20 Taking inventory of your collection 2234. Once you've selected the correct PHD model and adjusted the PHD settingsas desired, s

04/04224 InventoryTo make disks for use on the portable computer, the program files must be copiedonto them. Use the following steps to create as many

04/04 Chapter 20 Taking inventory of your collection 225The different values in Records in file"and Records this session" show that youar

04/04226 InventoryExample: A Follett Classic barcode, T 12345, is scanned as T<space>0012345.If you type in this barcode, you must type in T<

04/04 Chapter 20 Taking inventory of your collection 227 Game card interface scanner: Type either UKMIC (IBM MicroChannelcomputers only) or UKREG (

04/04228 InventoryInterpreting the Remote Inventory exception reportThe Remote Inventory exception report alerts you to items that may require somefol

04/04 Chapter 20 Taking inventory of your collection 229The following table lists messages that may appear on the Remote Inventoryexception report:Re

2304/04 Generating a Patron Name List 575Generating a Patron Statistics Report 577Generating a Used or Unused Patron Barcodes Report 579Chapt

04/04230 InventoryRemote Inventory exception messages (Cont.)Exception message What it meansWARNING: Difference betweencall numbers of current and ne

04/04 Chapter 20 Taking inventory of your collection 231Printing reports of your Missing itemsAfter you finalize your inventory, print an Inventory L

04/04232 InventoryMarking items Missing outside an inventoryOccasionally there will be items that are missing from the shelf but have a copystatus of

233CatalogingChapter 21 Cataloging basicsThis chapter provides a brief introduction to the Cataloging module and MARCrecords. You'll also find i

04/04234 CatalogingThe details of the MARC standard are beyond the scope of this guide. However,if you would like additional information about the MAR

04/04 Chapter 21 Cataloging basics 235Starting CatalogingTo start Cataloging, from the computer desktop, open the Follett Applicationsfolder and doub

04/04236 Cataloging EditContains commands for editing text and inserting diacritics in MARCrecords (see page 276), accessing the global and individu

04/04 Chapter 21 Cataloging basics 237In addition to search buttons, there are several linking buttons: The Find-It-All button launches your browser

04/04238 CatalogingCataloging SecurityWhen you want to limit the access that your student helpers or aides have inCataloging, you can configure the in

04/04 Chapter 21 Cataloging basics 239Clearing this check box: Has this effect ( it also removes any toolbar button ) :Delete Copies Disables Edit |

24 04/04How do I back up my database? 605Media rotation 606Backup tips 606Using Follett Software's Backup and Restore 607Backing up y

04/04240 CatalogingClearing this check box: Has this effect ( it also removes any toolbar button ) :Update Keywords Disables Tools | Update KeywordsR

04/04 Chapter 21 Cataloging basics 241Try more than one type of search. Start with one of the standard numbers, such asthe LCCN, ISBN, or ISSN to fin

04/04242 CatalogingTo set your limiters, select Limiters from the Tools menu or toolbar:Allows you to selectmultiple material typesClick to save theli

04/04 Chapter 21 Cataloging basics 243To begin a search, enter a range of Reading levels between 0.0 and 15.0, or selectAll. Each title in the Accele

04/04244 Catalogingparticular subject, or by a certain author, enter that information too. When youare ready, click Search.Click to open theLexile dia

04/04 Chapter 21 Cataloging basics 245If you want to find a title about a particular subject, or by a certain author, makesure you enter that informa

04/04246 Cataloging1. Select one or both of the check boxes.2. Choose Alliance Plus Online or one of your Alliance Plus CDs in the list.3. To close th

04/04 Chapter 21 Cataloging basics 247You may not have access to Alliance Plus Online and are searching only AlliancePlus CDs. If so, instead of sele

04/04248 CatalogingUsing your search resultsAfter most search requests, a selection list highlighting the closest match appears.The selection list ide

04/04 Chapter 21 Cataloging basics 249If you're searching Selected Database Sources, the selection list shows (from leftto right) the title, the

2504/04 Appendix E Using a PHD+, PHD+ II, or PHD Laser+ 653PHD+, PHD+ II, and PHD Laser+: the Telxon models 653Supported barcodes 654Connect

04/04250 CatalogingWhen you display a netLibrary eBook, there is an additional button on the lowerright corner of the window for previewing the item.

04/04 Chapter 21 Cataloging basics 251To access title information,click the TitlePeek button.The available informationappears in your browser.Adding,

04/04252 CatalogingView window, click Save; or, from the selection list, highlight the desiredrecord, select File | Add Title, and click Yes to the me

04/04 Chapter 21 Cataloging basics 253Cataloging can automatically delete a MARC record when its last copy is deleted.To enable this feature, open th

04/04254 CatalogingNotes

255Chapter 22 Using the Easy Editor This chapter provides information and instructions for adding and editingbibliographic records in the Easy Editor

04/04256 Catalogingappears, giving you the option to duplicate the selected record. Select Yes toduplicate the record or No to start from scratch. To

04/04 Chapter 22 Using the Easy Editor 257Group/Field What it contains TipsTitleTitleSubtitleResponsibilityMain titleAdditions to the main titlePeopl

04/04258 Catalogingthe interest grade level, or study program information. You can often locate thisinformation on a book's copyright page.If you

04/04 Chapter 22 Using the Easy Editor 259Providing access through subjectsSubjects help your patrons find titles with a common topic. Use the option

26 04/04Collecting patron barcodes 676Collecting copy barcodes 677Examining barcode scans 678Reviewing or deleting individual scans 678Vie

04/04260 CatalogingProviding additional entriesOn the last tab, enter any personal names (other than the main entry author) thatare associated with th

04/04 Chapter 22 Using the Easy Editor 261Using the Find Headings featureTo create consistency in your collection, Find Headings allows you to quickl

04/04262 CatalogingWhat's next?After making all the necessary changes to a record, click Save. When you save abibliographic record, Cataloging ch

263Chapter 23 Using the MARC EditorThis chapter provides information and instructions for manually adding andediting bibliographic and authority reco

04/04264 CatalogingAdding new bibliographic recordsTo add a bibliographic record from scratch, you first need to select a template forthe title inform

04/04 Chapter 23 Using the MARC Editor 265The MARC Editor: an overviewWith the MARC Editor window opened, you're ready to enter or edit the reco

04/04266 CatalogingBrief records contain enough information to let you circulate the item. However,they lack detail, which can make them difficult to

04/04 Chapter 23 Using the MARC Editor 267will find that many of the tags you need are already listed. From that startingpoint, you can add tags as y

04/04268 CatalogingBibliographic fixed-length tagsAs the name implies, fixed-length tags have a predefined number of spaces.Each space (or position)

04/04 Chapter 23 Using the MARC Editor 269To change the material type and its icon, access the MARC Leader Codes dialogas instructed above, and selec

27WelcomeWelcome to Follett Software Company's suite of library automation solutions.This guide includes information about many of our integrated

04/04270 CatalogingRecordtypecodeIts iconUsesMaterial typejmusical sound recording music on CD, cassette, or vinylktwo-dimensional nonprojectedgraphic

04/04 Chapter 23 Using the MARC Editor 271006 tagThe 006 tag is a repeatable material type tag that lets you identify accompanyingmaterials or an ite

04/04272 Cataloging007 tagThe 007 (Physical Description) tag is an optional, repeatable tag. Somebibliographic records have multiple 007 tags, while s

04/04 Chapter 23 Using the MARC Editor 273To edit the 008 tag, doubleclick in the 008 data, or with your cursor in the 008field, choose Tag | Edit 0

04/04274 CatalogingEditing indicatorsTo edit a tag's indicator, click on the indicator button. (If there are no definedvalues for that indicator,

04/04 Chapter 23 Using the MARC Editor 275To add a subfield to a tag, position your cursor in the tag and click the Insertsubfield button, or select

04/04276 CatalogingIf the you need to, you can also add diacritics and other common symbols to yoursubfield data. To insert a diacritic or symbol, pla

04/04 Chapter 23 Using the MARC Editor 2772. If there is already data in the Author, Subject, or Series field, it appears in theFind nearest text box

04/04278 CatalogingWorking with authority recordsIn everyday conversation and writing, we refer to people, physical objects, andabstract concepts by d

04/04 Chapter 23 Using the MARC Editor 279quickly locate a record, use the Find Headings button in the MARC Editor tosearch the existing authority he

04/0428A PHD (Portable Handheld Device) is a portable scanner that collects, stores, andtransmits data. A PHD lets you expedite your circulation, cata

04/04280 CatalogingThe following table shows the relationship between the authority templates, theirauthority tags, and some of the bibliographic tags

04/04 Chapter 23 Using the MARC Editor 281page 273). However, as described in the following sections, authority recordshave a few special considerati

04/04282 CatalogingTo edit the 008 tag, doubleclick in the 008 data, or with your cursor in the 008field, choose Tag | Edit 008 tag. The Fixed Field

04/04 Chapter 23 Using the MARC Editor 283If a bibliographic record uses the authorized form in an indexed subject, author,or series heading, Catalog

04/04284 CatalogingIf you wanted to suppress all crossreferences from that tag, from the Referencedisplay dropdown list you would select a = Refere

285Chapter 24 Working with copiesEach item in the librarybook or otherwiseneeds a place to store its uniqueinformation, such as the copy barcode an

04/04286 CatalogingIf a title already has a copy, you can choose to duplicate (replicate) thehighlighted copy after clicking Add Copy. The duplicate r

04/04 Chapter 24 Working with copies 287In addition to the information on the previous page, there are a few things tokeep in mind when adding or edi

04/04288 Cataloging The Checkouts button is not available. The Description/Enumeration, Vendor, and Funding Source dropdown listscontain the entrie

289Chapter 25 Importing MARC recordsThis chapter includes instructions for the different methods of importingbibliographic and authority records and

04/04 Welcome 29To open the online guide, from the computer desktop, open the FollettApplications folder and doubleclick the User's Guide icon.

04/04290 CatalogingSubfields inthe 852 tagCopy fields_p Barcode (up to 14 characters)_t Copy Number (up to 5 characters)_9 Price (up to 10 digits tota

04/04 Chapter 25 Importing MARC records 291the import runs faster, but you then need to run the Update Keywords utilitybefore you can perform keyword

04/04292 Cataloging Important for Winnebago Imports: When you select the WinnebagoRecords option, you're alerted that some additional proces

04/04 Chapter 25 Importing MARC records 293Example: If you enter 1000 in the text box, Import assigns that barcodenumber to the first copy record wi

04/04294 CatalogingThe category names that are defined in your System Setup are used.If an incoming copy has an undefined category code, a new one isc

04/04 Chapter 25 Importing MARC records 295For Union Catalog Plus: Assigning copies on importThe import dialog is slightly different if you are impor

04/04296 Cataloging1. From the Cataloging main window, choose File | Import MARC 21/852Holdings Format by Barcode. The dialog appears, warning you tha

04/04 Chapter 25 Importing MARC records 2973. When the import is complete, a message appears asking if you want toimport another file. When you are f

04/04298 CatalogingImportant: Not counting any Follett Classic barcodes (seven digits orless), in this scenario the rest of the material/barcodenumbe

04/04 Chapter 25 Importing MARC records 299For example, if your collection contains both Follett Classic barcodes andCode 39 Mod 10 barcodes, export

304/04 FOLLETT SOFTWARE COMPANYPRODUCT LICENSING TERMS***IMPORTANT***This legal document (the Agreement") is an agreement between you and Follet

04/0430Visit our Web siteFollett Software Company's home page is located at http://www.fsc.follett.com.From our home page, you'll discover:

04/04300 CatalogingField name v6.7 v3.x v4.x ChangesCall number X X Call numbers with more than 30 characters are truncated and amessage indicating th

04/04 Chapter 25 Importing MARC records 301Field name Changesv4.xv3.xv6.7User defined 2 X X The contents of tag 961_u are copied to a 590 tag. Please

04/04302 Cataloging In CIRC/CAT v6.7, start from the system's main menu and selectWinnebago CIRC/CAT | Setup/Utilities | System Utilities | Setu

04/04 Chapter 25 Importing MARC records 303Barcode format Reconstructed barcodeFill characterLocation codeType indicator4. BBBBBBBFIF 3 0 002567403R5

04/04304 CatalogingAfter entering your barcode format, click Next to proceed.Important: All the barcode information you enter in the Barcode Wizard m

04/04 Chapter 25 Importing MARC records 305Note: Remember that even though a symbology can have up to six typeidentifiers, you must import only one

04/04306 CatalogingIf your format does include fill character(s), enter the alpha or numericcharacter that is used. Typically, the fill character is a

04/04 Chapter 25 Importing MARC records 307When the import process is complete, close the progress dialog. If any errorswere encountered, the applica

04/04308 CatalogingWarning: All changes made to your database are immediate. You cannotreverse changes that have been made by canceling the process.(

04/04 Chapter 25 Importing MARC records 309Exception message What it meansCopy entry <number of copy> contains no barcode.The import encounter

31System SetupChapter 1 System Setup basicsOnce you've completed installation, you're ready to set up the CirculationPlus/Catalog Plus appl

04/04310 CatalogingException message What it meansThe MARC record does not contain a245 tag, Title Statement. 245 tagcreated from existing <main t

311Chapter 26 Exporting MARC recordsEventually, you'll need to make copies of some or all of the MARC records inyour database. Perhaps you want

04/04312 CatalogingExporting bibliographic recordsTo export title and copy records, from the Cataloging main window, choose File |Export MARC 21/852 H

04/04 Chapter 26 Exporting MARC records 313If you are exporting by a list of LCCN, ISBN, or ISSN numbers, the dialoglooks like this:Select one of the

04/04314 CatalogingTo search for records to define your range, click Starting At or Ending At. Adialog, specific to your search, appears:Type your sea

04/04 Chapter 26 Exporting MARC records 315Selected range Things to rememberAcquisition date Checks the copy record for this date. Specify a starting

04/04316 CatalogingExport includes all the copy fields except two: The Copy Note and theCirculation Note are not exported to a MARC file. These fields

04/04 Chapter 26 Exporting MARC records 317For Union Catalog Plus: Exporting MARC 21/852 Holdings FormatIf you are cataloging in Union Catalog Plus,

04/04318 CatalogingExporting authority recordsTo export authority records, from the Cataloging main window, choose File |Export MARC 21 Authority. The

04/04 Chapter 26 Exporting MARC records 319 If you are using a PHD+, PHD+ II, or a PHD Laser+, select the Inventorymode (press I on the main menu).

04/0432 System SetupWhat you'll needTo aid you in setting up Circulation Plus/Catalog Plus quickly and accurately, werecommend that you gather th

04/04320 Cataloging4. From your shelves, collect the library materials that are moving.Scan or type their barcodes into the To Copy Barcode text box o

04/04 Chapter 26 Exporting MARC records 321Interpreting the exception reportWhen exporting bibliographic and copy records, you only have exceptions i

04/04322 CatalogingNotes

323Chapter 27 Maintaining your collectionIn this chapter you'll learn how to use reports to analyze your collection, globallyupdate selected hea

04/04324 Catalogingpossible that you may legitimately get duplicate LCCNs; in those cases, try to geta unique ISBN for the record.) Correct standard n

04/04 Chapter 27 Maintaining your collection 325Select a range of authors, subjects, or series to search.For instructions on selecting the starting a

04/04326 Cataloging3. After reviewing the information, indicate how you want to proceed with theupdate. Unless you click Cancel, a progress dialog app

04/04 Chapter 27 Maintaining your collection 327Choosing Circulation Type, in the Global Update Copy dialog, lets you quicklyupdate materials for new

04/04328 Cataloging Vendor List––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Vendor

04/04 Chapter 27 Maintaining your collection 329b. Click Update All and then Yes to the message.c. In the Global Update Copy progress dialog, verify

04/04 Chapter 1 System Setup basics 33Getting around in System SetupTo begin setting up your software, from the computer desktop, open the FollettApp

04/04330 CatalogingUpdating individual copiesThis feature lets you assign a category, circulation type, or copy status quicklyand easily to a number o

04/04 Chapter 27 Maintaining your collection 331To delete your Lost or Missing copies:1. From the menu, select Edit | Global Delete | Lost (or Missin

04/04332 CatalogingDeleting subject headings by source globallyThe Global Delete Subject Headings by Source feature lets you quickly find anddelete se

04/04 Chapter 27 Maintaining your collection 3332. Choose whether you want the exception report to include a list of the deletedsubject headings. For

04/04334 CatalogingDeleting tags globallyWith Global Delete Tag, you can find and delete any of the followingbibliographic tags that contain obsolete,

04/04 Chapter 27 Maintaining your collection 335numbers, and the targeted tag. Use this information to help you decidewhether to delete the tag or no

04/04336 CatalogingTo delete the title records:1. From the menu, select Edit | Global Delete | Titles Without Copies. TheGlobal Delete Titles Without

04/04 Chapter 27 Maintaining your collection 337Using a scanner to delete copiesDelete Copies via Scanner lets you remove copies from your database b

04/04338 CatalogingUsing your PHD for mass updatesWith a PHD, you can assign categories, circulation types, or copy status to copies,remove categories

04/04 Chapter 27 Maintaining your collection 339These instructions change based on thePHD you choose.Warning: To protect your equipment,make sure yo

04/0434 System Setupthese options are described in Appendix C, Bibliographic and authoritytemplates." Help menuContains options for finding he

04/04340 CatalogingInterpreting the exception reportAny errors encountered during the update are entered on an exception report.This table lists the p

04/04 Chapter 27 Maintaining your collection 3412. From Cataloging's main window, choose Edit | Remove Category via PHD.The following dialog app

04/04342 CatalogingDeleting copies with a PHDThis option removes copies from your database (for example, the books you'reweeding from the collect

04/04 Chapter 27 Maintaining your collection 343Yes. Once the data transfer process begins, a progress dialog appears. Whenthe process is complete, c

04/04344 CatalogingViewing the Weeding logEvery time a copy is deleted, Cataloging adds an entry to this cumulative log.View this log when ordering re

04/04 Chapter 27 Maintaining your collection 345Excel imports the file, placing each field in a column with the field name in thefirst row and hyphen

04/04346 CatalogingRebuilding crossreferencesUse the Rebuild CrossReferences function to: Build an initial crossreference index Rebuild a corrupt

04/04 Chapter 27 Maintaining your collection 347| Book Cart | Add Title from the menu. In the MARC Viewer, click the Addto Book Cart button. By rang

04/04348 Catalogingyour default editor. You could also print a list of these misses and then processany brief records manually with the Process Misse

04/04 Chapter 27 Maintaining your collection 349To transfer records to MARC Magician, click the EZ Transfer button or selectTools | Book Cart | EZ Tr

35Chapter 2 Setting up your siteIn this chapter, you'll do the following setup tasks: identify your library; identifyyour country and the first

04/04350 CatalogingNumberAuthor, AuthorTitle, or TitleAuthor, and choose to displayannotations (tags 505 _a, 511_a, or 520_a).Tip: To print a list

04/04 Chapter 27 Maintaining your collection 351Merging copies onto one title recordImportant: If your library is a member of a union using Union Ca

04/04352 CatalogingThis process leaves your catalog with the one best" MARC record with all of thecopies attached to it. The exception report co

353Chapter 28 Cataloging tipsThis chapter briefly covers some common nonbook materials that people oftencatalog. More detailed information on catalo

04/04354CatalogingWith this new source of information, many libraries are giving up their verticalfiles for all materials except for local, historical

04/04 Chapter 28 Cataloging tips 355521 _aAudience note.520 _aSummary note.546 _aLanguage note.600 17 _aPersonal or family name subject heading._2sea

04/04356 CatalogingThe large number of subfields defined for the 856 tag make it seem morecomplicated than it is. Although there are many subfields av

04/04 Chapter 28 Cataloging tips 357Cataloging local electronic resourcesNot all electronic resources are on the Internet. You can use the 856 tag to

04/04358CatalogingCataloging electronic resources, especially Web sites, can be a timeconsumingtask. Here's a list of questions to ask before in

04/04Chapter 28 Cataloging tips359Note: To enable this feature, you must select the Show Authority 856 tags inOPAC option from System Setup's C

04/0436 System SetupFor Union Catalog Plus members: If you are a member of a union catalog,you must also enter a short site name and a MARC Organizat

04/04360 CatalogingeBookseBooks are electronic versions of printed books. The actual file containing the textcan reside on a floppy disk, the hard dri

04/04 Chapter 28 Cataloging tips 361007 Physical Description Fixed Field (R)Position 00CategoryPosition 01Specific MaterialDesignationPosition 02Posi

04/04362 Cataloging_bState University of New York Press,_cc1987.300 _alviii, 682 p., [16] p. of plates :_bill. ;_c24 cm.490 1 _aThe writings of James

04/04 Chapter 28 Cataloging tips 363000 LeaderFor this tag to contain the correct information, select the appropriateBibliographic Material Type temp

04/04364 Cataloging506 Restrictions on Access Note (R)Both indicators are undefined.Use if applicable.Example: Restricted to account members having a

04/04 Chapter 28 Cataloging tips 365_d1789–1851.245 14 _aThe deerslayer, or, The first war–path_h[electronic resource] :_cJames Fenimore Cooper ; his

04/04366 Catalogingadditional information, such as price, category, or acquisition date, you can add acopy in the Copy Editor. The netLibrary MARC rec

04/04 Chapter 28 Cataloging tips 367A document available on the Web:Ldr nam a007 cr cnu008 000629s1999 xxuab s 000 0 eng d245 00 _aCaliforni

04/04368 Cataloging007 Physical Description Fixed Field (R)Position 00CategoryPosition 01Specific MaterialDesignationPosition 02Positions 03-05Using t

04/04Chapter 28 Cataloging tips369_cNovell.256_aComputer operating system program.260_aOrem, Ut. :_bNovell,_c1998, c1993.300_a1 CD–ROM ;_c4 3/4 in.53

04/04 Chapter 2 Setting up your site 371. From the Site tabs, select the Information tab:Country where your site islocated. This determinesthe addres

04/04370 CatalogingNotes

371Chapter 29 AcquisitionsLocated within the Cataloging module, Acquisitions lets you create orders forpurchasing items for your collection. When cre

04/04372 CatalogingAdding or editing an orderThe on-screen dialog for adding or editing orders is the same. To create a neworder, click New from the A

04/04 Chapter 29 Acquisitions 373Calculating amountsThe Amount tab is used to calculate additional monetary amounts associatedwith an order. You can

04/04374 CatalogingAdding a line itemClicking Add or Edit in the Line Items box on the Edit Order dialog lets you addor edit individual line items for

04/04 Chapter 29 Acquisitions 375Finding an orderThere are several ways you can find an existing order: order number (default),vendor, order status,

04/04376 CatalogingReceive and Receive All buttonsAt the bottom of the Line Items dialog are two receiving buttons. These buttonsare inactive until yo

04/04 Chapter 29 Acquisitions 377Vendor dialog. Notice that these are the same dialogs you used to establish thisinformation in System Setup.Update v

04/04378 CatalogingImportant: If you add or edit funding source information from an Orders dialogin Acquisitions, you must click Save on both the Add

04/04 Chapter 29 Acquisitions 379Printing your order formOnce you have completed the order, clicking Print sends the information to yourprinter forma

04/0438 System SetupSelecting a barcode symbologyCirculation Plus and Catalog Plus can recognize the following barcodesymbologies: Follett Classic sy

04/04380 Cataloging ORDER Page 2 Issued Date: 11/01/2001 Account Number: SKYVW244 Order Number: 4 –––––––––––

381Alliance PlusChapter 30 Alliance Plus basicsThis chapter contains a description of Alliance Plus and instructions for startingAlliance Plus. These

04/04382 Alliance PlusFrom the computer desktop, open the Follett Applications folder anddoubleclick the Alliance Plus icon. You can also access the

04/04 Chapter 30 Alliance Plus basics 383Highlight the Alliance Plus data source you want to use, and then click Select.The Alliance Plus main window

04/04384 Alliance Plusleader or fixed-length tags and modify the indicators for the tag currentlyoccupied by the cursor. These options are only availa

385Chapter 31 Autorecon and Reading Program ReconThis chapter contains a description of the Autorecon process and instructions forconducting an Autor

04/04386 Alliance PlusPlus data source and adds any new review sources to the local record. Youcan use this option to enhance your local full bibliogr

04/04 Chapter 31 Autorecon and Reading Program Recon 387matching data source record. If the library record doesn't contain any reading orinteres

04/04388 Alliance PlusBefore starting Autorecon, make sure no one is adding, updating, or importingbibliographic records into the library database. Th

04/04 Chapter 31 Autorecon and Reading Program Recon 389If you have not run an Autorecon or completed the last Autorecon, the SelectStarting Call Num

04/04 Chapter 2 Setting up your site 39How to select and define barcode symbologies1. From the Site tabs in System Setup, select the Barcodes tab:To

04/04390 Alliance PlusAs Alliance Plus processes each bibliographic record, the progress windowdisplays the results of the record comparison. The prog

04/04 Chapter 31 Autorecon and Reading Program Recon 391subscription to Alliance Plus Online, the Reading Program option will bedisabled.Important:

04/04392 Alliance Plus1. From the Alliance Plus main window, click Reading Program.2. Select Upload to upload a quiz file.To upload a new quiz file, s

04/04 Chapter 31 Autorecon and Reading Program Recon 3933. After the quiz file has been uploaded, select the radio button for eitherAccelerated Reade

04/04394 Alliance PlusNotes

395Chapter 32 Process MissesThis chapter contains a description of Process Misses and instructions forconducting a Process Misses session.About Proce

04/04396 Alliance Pluswithout considering whether the local record has standard numbers. As a result,examining all brief records can be extremely time

04/04 Chapter 32 Process Misses 3972. Select the option you want to use to process the records missed duringAutorecon, and then click Proceed. If you

04/04398 Alliance Plus3. Type the copy call number you want to start with during the Process Missessession and click Select. The brief record processi

04/04 Chapter 32 Process Misses 399To search the database for a specific title, click Search by Title.The Title Search dialog appears:Alliance Plus h

4 04/045. New Versions. When you install a new version of the Product accompanied by a newlicense, provided your license fee entitles you to the new

04/0440 System Setup3. Fill in the text boxes as appropriate for your symbology, and then test yourbarcodes using the instructions in the next section

04/04400 Alliance PlusTo replace the brief record inthe library database with thehighlighted record from theAlliance Plus database,click Replace.To ex

04/04 Chapter 32 Process Misses 401Important: If the library has installed Catalog Plus, Alliance Plus deletes thekeywords from the records being re

04/04402 Alliance PlusNotes

403Search StationsChapter 33 Setting up your search stationsUse the information in this chapter to set up your OPACs. You can choose whichinterfacet

04/04404 Search StationsMany of the setup options depend on which interface, text or visual, or both, youuse on your search stations. Each has its own

04/04 Chapter 33 Setting up your search stations 405Choosing the OPAC interfaceDecide whichinterface(s) to use.If you have TitlePeek,configure your p

04/04406 Search StationsEnter the address of yourproxy server and its portnumber for this service.Click the Proxies button. Enter the IP address of yo

04/04 Chapter 33 Setting up your search stations 407To deter patrons from exiting the OPAC, the following also occurs when youselect the Disable acce

04/04408 Search StationsButton,Key Combination, orMenu FunctionMac OSWindows NTWindows 95 and 98Title bar (rightclick) Requires password Requires pas

04/04 Chapter 33 Setting up your search stations 409Enter the name you want to appear in the Tools menu.Type the path and name of the application&apo

04/04 Chapter 2 Setting up your site 41How to change an application password1. From the Site tabs, select the Passwords tab:To cancel changesbefore s

04/04410 Search Stationsinterfacespecific options. If you are using the text interface, continue below. Ifyou are using the visual interface only, go

04/04 Chapter 33 Setting up your search stations 411 Unless your copies are assigned categories that are meaningful to yourpatrons, clear the Catego

04/04412 Search StationsThe number of buttons that fit on the toolbar depends on the monitor's desktoparea and the size of the buttons. The butto

04/04 Chapter 33 Setting up your search stations 413To allow limiting by Publishing year, Reading level, Interest level, or Materialtypes, select the

04/04414 Search StationsTo limit by publishing year, reading level, or interest level, choose Select anddefine the desired range. To limit searches by

04/04 Chapter 33 Setting up your search stations 415Visual OPAC Setup tabOn the Visual OPAC Setup tab, you can: choose your home button set; decidewh

04/04416 Search StationsNote: If you did not select the Disable access to other applications check box onthe General Setup tab and your search statio

04/04 Chapter 33 Setting up your search stations 417The table below outlines the default sets. You can see, for example, that, whenclicked, the Famou

04/04418 Search StationsWhat's next?If you choose to load the default button set when you click Save, you need go nofurther. You can use these bu

04/04 Chapter 33 Setting up your search stations 419Click a button to goback to that set.Click to add an actionbutton to this set.Click a button to e

04/0442 System SetupTransferring the PHD application to a PHDFollett Software's PHD application allows your PHD to recognize your library'sb

04/04420 Search StationsNote: To edit an action button that loads another set of buttons, you mustrightclick it on a Windows computer. On Mac OS, ho

04/04 Chapter 33 Setting up your search stations 4212. Give the action button a Description (name). It appears under the button inthe main window.Whe

04/04422 Search StationsImage Property Valid specificationsWindows file formats JPEG File Interchange Format (*.jpg), PC Paintbrush (*.pcx), Tagged Im

04/04 Chapter 33 Setting up your search stations 423You can configure an action button to launch any application that's available tothe search s

04/04424 Search StationsTip: It's easiest to open the desired Web page on your browser, copy the address,and paste it here.Example: Configure a

04/04 Chapter 33 Setting up your search stations 425any limiters. Please see page 412 for instructions on setting limiters and page 470for instructio

04/04426 Search Stationsprovides an explanation and examples of power searches, page 412 hasinstructions on setting limiters, and page 470, on using t

04/04 Chapter 33 Setting up your search stations 427Saving buttonsClicking Save saves the configuration for this button and returns you to thevisual

04/04428 Search StationsPutting it all togetherThere are many possibilities for configuring buttons and sets. You can createthem to support your schoo

04/04 Chapter 33 Setting up your search stations 429After saving your setupSince the settings (except the Visual OPAC button configurations) are sear

04/04 Chapter 2 Setting up your site 43How to change the PHD settingsIf the default port and speed aren't correct for your PHD, from the PHD tab

04/04430 Search StationsNotes

431Chapter 34 Setting up WebCollection PlusAfter completing the WebCollection Plus installation and connecting it to theFairCom database(s) in the Ad

04/04432 Search StationsWhen the process requiring the exclusive use finishes, click Start Up on the SetupInformation page, or Start in the Administra

04/04 Chapter 34 Setting up WebCollection Plus 433Warning: If you clear the password, it then becomes possible for anyone accessingthe Setup Informa

04/04434 Search StationsThe Setup Information page The WebCollection Plus Setup Information page provides numerous options thatlet you tailor your Web

04/04 Chapter 34 Setting up WebCollection Plus 435WebCollection Plus For English/French or English/Spanish: There are severaladditional languagespe

04/04436 Search StationsCustomizing the appearance of the pagesWebCollection Plus lets you personalize some of the text and graphics elementson the ho

04/04 Chapter 34 Setting up WebCollection Plus 437want to display this information, clear the Display Site (or Union) Namecheck box. The Display Ann

04/04438 Search StationsTo disable this feature, clear the Use Custom Graphics check box on the SetupInformation page, enter your password if necessar

04/04 Chapter 34 Setting up WebCollection Plus 439For WebCollection Plus for Union: The Category search option and VisualWebCollection are not avail

04/0444 System Setup2. To add an event, click New. To edit an event, select the event under EventList, and click Edit. The dialog appears:To erase the

04/04440 Search StationsSetting up hold and interlibrary loan request optionsThe Allow Hold Requests and Allow ILL (InterLibrary Loan) Requests option

04/04 Chapter 34 Setting up WebCollection Plus 441For WebCollection Plus for UnionUnion catalogs can choose to allow Hold and ILL requests for each m

04/04442 Search StationsCustomizing the hold and interlibrary loan request formsSince every library's rules regarding who may request a hold or i

04/04 Chapter 34 Setting up WebCollection Plus 443Setting up WebCollection Plus for State StandardsIf you have a subscription to State Standards, onc

04/04444 Search StationsSetting up WebCollection Plus for Keyword/Power and BrowsesearchesIf you have a subscription to WebPath Express, once you&apos

04/04 Chapter 34 Setting up WebCollection Plus 445Checking a copy's status from WebCollection Plus for UnionIf any of your union catalog members

04/04446 Search StationsWhile the Login dialog is almost identical to that in OPAC, the PatronInformation page has a different formata list instead o

04/04 Chapter 34 Setting up WebCollection Plus 447Setting up Visual WebCollection PlusTo make the Visual OPAC interface available to your patrons in

04/04448 Search StationsProviding more information access for your patronsAccessing TitlePeekThere are no options on the Setup Information pages for e

04/04 Chapter 34 Setting up WebCollection Plus 449Then, before you leave the Setup Information page, select the Enable QuickLinkscheck box, enter you

45Chapter 3 Preparing to catalog your collectionThe Cataloging setup tasks you'll need to perform include the following:grouping your collection

04/04450 Search Stationsenter your Setup Information page password, and click Save. Make sure todistribute the eBook password to your patrons.Select t

04/04 Chapter 34 Setting up WebCollection Plus 451 Post library hours List your policies Provide a map of the library List new additions to your

04/04452 Search StationsTesting your setupAfter saving your setup information, the main WebCollection Plus Library (orUnion) Search page appears.Perfo

04/04 Chapter 34 Setting up WebCollection Plus 453button appears as desired. If not, return to the Setup Information page tochange the settings. Retu

04/04454 Search StationsWebCollection Plus for English/French or English/SpanishThe duallanguage versions of WebCollection Plus give your patrons the

04/04 Chapter 34 Setting up WebCollection Plus 455Enter your institution's name,an announcement, and acustom footer in both languages.Select the

04/04456 Search StationsTroubleshootingWhen starting or running WebCollection Plus, error messages may appear in theWindows NT/2000 Event Viewer or in

457Chapter 35 Using your OPACAn online public access catalog (OPAC) lets your patrons search your library'scollection quickly and easily. This

04/04458 Search Stationscriteria, and set limiters on their searches. The search results are detailed andcontain hyperlinks that allow the patron to e

04/04 Chapter 35 Using your OPAC 459What is a Power search?Power search, an advanced keyword searching tool, allows patrons to search forseveral word

04/0446 System SetupCirculation Plus/Catalog Plus have three default circulation types:Suggested use for default circulation types Circulation type S

04/04460 Search StationsBoolean search logicIn addition to refining their keyword searches by selecting a searchable field foreach search term, your p

04/04 Chapter 35 Using your OPAC 461Accelerated Reader searchYour patrons can search the database for titles that meet the requirements of theAcceler

04/04462 Search StationsWhen the patron clicks the Lexile button, the Lexile Search appears:Any entrieshere areoptional.Click to open the Lexile dialo

04/04 Chapter 35 Using your OPAC 463When the patron clicks the RC button, the Reading Counts Search appears:Any entrieshere are optional.To narrow th

04/04464 Search StationsAfter every search request, a selection list appears with the closest matchhighlighted. Selection lists also identify the sear

04/04 Chapter 35 Using your OPAC 465Depending on your setup (see page 412), the record appears in full or briefformat, but patrons can always switch

04/04466 Search StationsElectronic Location and Accessthe 856 tag in actionIf you include information in the 856 tag (Electronic Location and Access)

04/04 Chapter 35 Using your OPAC 467Note: You control whether or not virtual 856 tags display; see the ShowAuthority 856 tags in OPAC option on Syst

04/04468 Search StationsThe other checkout option, Download, allows the patron to download the eBookfor reading off line. An application, netLibrary e

04/04 Chapter 35 Using your OPAC 469TitlePeek buttonIf your library has a subscription to TitlePeek, you may see a button on the right(next to the Br

04/04 Chapter 3 Preparing to catalog your collection 47circulation types. Circulation Desk automatically assigns the Temporarycirculation type to tem

04/04470 Search StationsPrinting search resultsIf printing is set up (see page 406), patrons may print their lists of search results,complete title in

04/04 Chapter 35 Using your OPAC 471To access the Limiters dialog, select Limiters from the toolbar or Tools menu. TheLimiters dialog appears with th

04/04472 Search StationsRepeating a searchThe search history contains a record of the last 14 searches. This allows patrons toquickly repeat a prior s

04/04 Chapter 35 Using your OPAC 473 Patrons with printed barcodes can use a scanner to enter the information. Neither field is case-sensitive; the

04/04474 Search Stationspatron highlights the desired item and clicks the Hold/Reserve button. If thepatron has not yet logged in, the Login Required

04/04 Chapter 35 Using your OPAC 475Using the BookbagIf allowed in Setup (see page 406), your patrons can collect the titles that interestthem, and e

04/04476 Search StationsViewing eventsThe Events calendar is a tool for increasing participation in library or schoolactivities, or for offering a bul

04/04 Chapter 35 Using your OPAC 477Searching your library in the visual interfaceThe visual interface is designed for the lessexperienced patron. I

04/04478 Search Stationsaddition, when you pause your mouse pointer over a functioning icon (exceptaction buttons), a tool tip appears, explaining the

04/04 Chapter 35 Using your OPAC 479Tracing your stepsAs the patron progresses through the visual interface, the Navigation list, on theright side of

04/0448 System SetupTo set up the default call number locations, follow these steps:1. From the Cataloging tabs in System Setup, select the Call Numbe

04/04480 Search StationsUsing the Type In SearchClicking an action button, configured to open the Type In Search, displays thiswindow:Enter asearch te

04/04 Chapter 35 Using your OPAC 481Using the search resultsWhen the patron clicks a button that is configured to search the collection, or usesthe T

04/04482 Search StationsViewing the recordEach of the entries in the selection list is an oversize button that, when clicked,opens the record display

04/04 Chapter 35 Using your OPAC 483From the record display window, the patron can print the information for anindividual record:

04/04484 Search StationsUsing the BookbagFrom the record display window, the patron can add the item to the Bookbag (ifenabled in Setup). The items ar

485ReportsChapter 36 Reports basicsThis chapter provides a brief overview of Reports. It includes instructions forstarting the application and the co

04/04486 ReportsThe following table contains the reports, lists, labels, and notices included inReports. For information on specific reports, see Chap

04/04 Chapter 36 Reports basics 487Examples: Common reporting tasks might include: Locating patrons with missing or incomplete addresses by extract

04/04488 ReportsThe Reports main window appears:Menu barReport tabsReport selectionlist. The contentsof the selectionlist change toreflect the reportt

04/04 Chapter 36 Reports basics 489Generating a reportUse the following sections to create any of the reports included with Reports.Selecting a repor

04/04 Chapter 3 Preparing to catalog your collection 49If you want to use your call number prefixes to organize your collection bysubject matter, we

04/04490 ReportsA specific search dialog appears for the information in the report range. Forexample, if the report lets you limit the range of patron

04/04 Chapter 36 Reports basics 491Building a standard number listA few of the Cataloging reports let you limit their contents to specific titles byc

04/04492 ReportsBuilding a barcode listSome reports let you limit their contents to specific copies or patrons by creatinga list of barcodes. These re

04/04 Chapter 36 Reports basics 493Limiting by patron type, circulation type, or categoryA few of the Circulation reports let you limit their content

04/04494 ReportsLimiting by Union Catalog Plus memberIn Union Catalog Plus, most of the reports can be limited by member. You cancreate a report on th

04/04 Chapter 36 Reports basics 495Printing the reportAfter selecting the options for the specific report, you're ready to print.Printing option

04/04496 Reportsthe saved report, and select the appropriate text file. Reports saves the report tofile using a specific page length. As a result, if

04/04 Chapter 36 Reports basics 4972. From Reports, choose the report you want, select the via PHD option, andmake any other desired changes to the

04/04498 ReportsNotes

499Chapter 37 Cataloging reportsThis chapter contains instructions for printing the reports displayed on theCataloging Reports tab.Cataloging reports

504/04 Product, whether or not such modification is authorized by Follett SoftwareCompany.11. DISCLAIMER OF WARRANTY. FOLLETT SOFTWARE COMPANY DISCLA

04/0450 System SetupHow to add or edit call number prefixes1. To add a call number prefix, choose New. The Add Call Number Prefixdialog appears. To ed

04/04500 ReportsCataloging reports (Cont.)Cataloging report DescriptionCopies Without Call Numbers Identifies incomplete copy records. Run this report

04/04 Chapter 37 Cataloging reports 501Cataloging reports (Cont.)Cataloging report DescriptionTitles Without Standard NumbersIdentifies incomplete bi

04/04502 ReportsGenerating a Bibliography ReportThe Bibliography Report lets you create a list of titles based on specializedcriteria. Use this report

04/04 Chapter 37 Cataloging reports 503The following is an excerpt from a Bibliography Report: Jackson Middle School Library

04/04504 ReportsThe following is an excerpt from a Brief Records Report: Jackson Middle School Library10/13/2003 @ 3:43pm

04/04 Chapter 37 Cataloging reports 505The following is an excerpt from a Code Table List: Jackson Middle School Library10/13/

04/04506 ReportsGenerating a Copies Added ReportThe Copies Added Report presents a list of copies added in your collectionduring a selected time perio

04/04 Chapter 37 Cataloging reports 507The following is an excerpt from a Detailed View of the Copies Added Report: Central Co

04/04508 Reportsvendors. In summary form, you can see your total acquisitions (copies andprices) for each funding source or vendor.For Union Catalog P

04/04 Chapter 37 Cataloging reports 509The Copies by Funding Source or Vendor Report contains the following options: Funding Source or Vendor: Choos

04/04 Chapter 3 Preparing to catalog your collection 51Sorting your call numbers1. To change your call number sorting order, from the Call Num Prefix

04/04510 ReportsThis excerpt is from a Summary by Vendor (Vendor List) Report: Vendor List––––––––––––––––––––––––––––

04/04 Chapter 37 Cataloging reports 511Generating a Copies With Different Call Numbers ReportThe Copies With Different Call Numbers Report lets you s

04/04512 ReportsGenerating a Copies With Other Call Numbers ReportThe Copies With Other Call Numbers Report identifies copies using the Other"(O

04/04 Chapter 37 Cataloging reports 513Generating a Copies Without Call Numbers ReportThe Copies Without Call Numbers Report lets you locate incomple

04/04514 ReportsPrinting Copy Barcode LabelsCopy Barcode Labels lets you create new or replacement barcodes for yourcopies. It prints your full site n

04/04Chapter 37 Cataloging reports515If you select Unused Barcodes, press Starting At, and choose either yourhighest barcode or the last barcode befo

04/04516 Reportsprinters. In addition, the type of scanner and the maximum width of its laserbeam affect its ability to read the barcodes.Generating a

04/04 Chapter 37 Cataloging reports 517The following is an excerpt from a Copy List by Circulation Type Report: Jackson Middle

04/04518 ReportsTo create a meaningful Headings Without Authorities Report, your databasemust already contain both bibliographic and authority records

04/04 Chapter 37 Cataloging reports 519 Include titles: This detailed report includes, for each heading, a list of thetitles in your bibliographic r

04/0452 System SetupIncreasing access to your collection with categoriesCirculation Plus/Catalog Plus let you create categories for your collection. Y

04/04520 ReportsGenerating a Lexile ReportThe Lexile Report allows you to specify a range of Lexile measures and generatea list of copies that fall w

04/04 Chapter 37 Cataloging reports 521Generating a Shelf ListThe Shelf List presents the copies in your library collection in the order theyshould a

04/04522 ReportsGenerating Spine/Pocket LabelsSpine/Pocket Labels lets you print labels based on a range of call numbers,barcodes, or acquisition date

04/04 Chapter 37 Cataloging reports 523begin. Reports counts labels from left to right, then top to bottom.For example, to start printing on the firs

04/04524ReportsImportant: The horizontal/vertical offsets aren't applied or saved when youchoose Print Preview or Print to File. If you print sp

04/04 Chapter 37 Cataloging reports 525The following is a sample of spine and pocket labels by call number, created withthe OCLC 4" template:59

04/04526 ReportsFor Union Catalog Plus: Titles via PHD is not available. On any of the otherchoices, if you check the Show Copies check box, the repo

04/04 Chapter 37 Cataloging reports 527The following is an excerpt from a Title List based on Title: Jackson Middle School Libr

04/04528 ReportsThe following is an excerpt from a Title List based on Standard Number: Jackson Middle School Library10/13/2003

04/04 Chapter 37 Cataloging reports 529Generating a Titles Added/Updated ReportThe Titles Added/Updated Report presents a list of titles that were ad

04/04 Chapter 3 Preparing to catalog your collection 53To access your categories, select Categories from the Cataloging tabs:You can have up to 2,000

04/04530 ReportsThe following is an excerpt from a Titles Added/Updated Report: Jackson Middle School Library10/13/2003 @ 1:24p

04/04 Chapter 37 Cataloging reports 531 To include copy information for each of the titles, check Show Copies. To include all the copy categories a

04/04532 Reportsmove all the copies for that title to a single bibliographic record. This makes iteasier to find all the copies for that title.Select

04/04 Chapter 37 Cataloging reports 533Generating a Titles Without Copies ReportThe Titles Without Copies Report lets you identify bibliographic reco

04/04534 ReportsThe Titles Without Copies Report contains the following information: Jackson Middle School Library10/13/2003 @

04/04 Chapter 37 Cataloging reports 535The following is an excerpt from a Titles Without Standard Numbers Report: Jackson Midd

04/04536 ReportsThe following are excerpts from Used/Unused Copy Barcodes Reports:Displays the barcode symbology defined for librarymaterials in Syste

537Chapter 38 Circulation reportsThe chapter contains instructions for generating the reports displayed on theCirculation Reports tab.Note: If haven

04/04538 ReportsCirculation report DescriptionCopy List by Status Presents the copies in your collection based on each item's copystatus. Use thi

04/04 Chapter 38 Circulation reports 539Circulation report DescriptionPatron Statistics Presents your circulation statistics in summary or detailed f

04/0454 System SetupHow to delete categories1. On the Categories tab, select the desired category, and then choose Delete. Awarning message appears, a

04/04540 ReportsThe following is an excerpt from a Category Statistics Report generated for thismonth's circulations: J

04/04 Chapter 38 Circulation reports 541 Patrons: Select the method for searching the library database. Then select therange of patrons for the repo

04/04542 ReportsThe following are excerpts from Checkouts/Fines Transactions Reports:In this first example, the user decided to select the Fines Only

04/04 Chapter 38 Circulation reports 543Include the categories assignedto each copy in the report.Limit the report to certain copies.Select the copie

04/04544 ReportsSelect a category from one or both lists. These lists display all the categoriescreated in System Setup and the number of copies assig

04/04 Chapter 38 Circulation reports 545The following Circulation Statistics Report excerpt is in Shelf List Order: Jackso

04/04546 Reports10'sLists statistics for each group of 10 (000-009, 010-019, and so on).100'sLists statistics for each group of 100 (000-0

04/04 Chapter 38 Circulation reports 547Generating a Collection Age by Subject ReportThe Collection Age by Subject Report lets you examine your colle

04/04548 ReportsGenerating a Collection Statistics ReportThe Collection Statistics Report lets you examine the circulation statistics for thecurrent d

04/04 Chapter 38 Circulation reports 549The following are excerpts from the Collection Statistics Report for monthlystatistics, statistics from the p

04/04 Chapter 3 Preparing to catalog your collection 55To change the tag range for a brief record, follow these steps:1. From the Cataloging tabs, se

04/04550 ReportsGenerating a Collection Value ReportThe Collection Value Report lets you examine your collection's value as a wholeand by call nu

04/04 Chapter 38 Circulation reports 551The following is an excerpt from a Collection Value Report: Jackson School Library

04/04552 ReportsThe following is an excerpt from a Copy List by Status: Jackson School Library10/3/2003 @ 4:00pm Cop

04/04 Chapter 38 Circulation reports 553Generating Hold NoticesUse Hold Notices to notify your patrons when copies are ready for pickup.Notices print

04/04554 Reportsin it or create a new template in System Setup | Setup | Circulation |Notices. For more information, see page 82.After selecting your

04/04 Chapter 38 Circulation reports 555The following Hold Notice was created using the mailing distribution style: Jackson

04/04556 ReportsGenerating a Hold Statistics ReportThe Hold Statistics Report lets you examine the number of holds and reservesthat were placed on sel

04/04 Chapter 38 Circulation reports 557Generating a Hold Transactions ReportThe Hold Transactions Report lets you examine the patron, title and copy

04/04558 ReportsThe following is an excerpt from a Hold Transactions Report in call numberorder: Jackson School Library10/

04/04 Chapter 38 Circulation reports 559The following is an excerpt from an Inventory List by Call Number: Jackson Middle Schoo

04/0456 System Setup Choose either authority or bibliographic headings as the default for the FindHeadings list. Determine how the applications hand

04/04560 ReportsTo limit the categories used to generate the report, click Categories. TheCategories dialog appears:The selection list contains all ca

04/04 Chapter 38 Circulation reports 561Generating Overdue/Bill NoticesUse Overdue/Bill Notices to notify your patrons of overdue materials oroutstan

04/04562 ReportsNote: Regardless of the date range, this option does not include items notcurrently overdue. To include items that are not yet overd

04/04 Chapter 38 Circulation reports 563These samples of Overdue/Bill Notices are in the Internal format (2 per page): Jack

04/04564 ReportsThe following Overdue/Bill Notice was created using the Internal (1 per page)distribution format with Show All Assessed Fines and Show

04/04 Chapter 38 Circulation reports 565The following Overdue/Bill Notice was created using the Mailing (1 per page)distribution format, including T

04/04566 ReportsGenerating an Overdue ListThe Overdue List provides you with a simple list of patrons with overdue copies.If you need to check to see

04/04 Chapter 38 Circulation reports 567The following is an excerpt from the Overdue List printed by Shelf List: Central Colum

04/04568 ReportsImportant: If Circulation Plus is installed on a server and not on yourworkstation, you or your technician must install the barcode f

04/04Chapter 38 Circulation reports569University Products, Inc., product # 9-62450-16 (1-800-628-1912,http://www.librarysuppliers.com). The label sto

04/04 Chapter 3 Preparing to catalog your collection 57Option DescriptionShow Authority856 tags...Lets you display virtual" Elec. Access hyperl

04/04570 ReportsGenerating a Patron Barcode ListThe Patron Barcode List lets you create a list of patron names and barcodes foreasy scanning of patron

04/04 Chapter 38 Circulation reports 571For patrons with a specific status, select the one you want.For patrons with certain graduation years or libr

04/04572 ReportsGenerating Patron CardsPatron Cards lets you print several kinds of patron cards: Rolodex/rotary cardsto be kept at the circulation de

04/04 Chapter 38 Circulation reports 573 If you select the Avery Patron ID Card (05361) template, select the PrintPatron Pictures check box if you h

04/04574ReportsTemplateChars per lineLines per cardVertical Offset*Horizontal Offset*Pinfeed Cont. Rolodex Card **2 1/6" by 4"(Follett produ

04/04 Chapter 38 Circulation reports 575The following is a sample of an Avery Small Rotary 2.25" by 4" (05385) card: Fenzel, Kurt Thomas

04/04576 ReportsSelect the range of patrons for the list.Limit the list to certain patrons.After selecting your report options,click Print.Start a new

04/04 Chapter 38 Circulation reports 577The following is an excerpt from a Patron Name List: Jackson School Library10/3/200

04/04578 ReportsThe following is an excerpt from the Patron Statistics Report using the summaryformat: Jackson School Li

04/04 Chapter 38 Circulation reports 579Generating a Used or Unused Patron Barcodes ReportThe Used/Unused Patron Barcodes Report lets you create a li

04/0458 System SetupArticles button on the Misc tab. Select the language options that meet yourlibrary's needs.Select the language(s) whose artic

04/04580 ReportsThe following are excerpts from Used/Unused Patron Barcodes Reports:Displays the barcode symbology defined for patrons in System Setup

581Chapter 39 System reportsThis chapter contains information about two reports that contain informationabout your system: System Circulation Statist

04/04582 ReportsGenerating your System Circulation StatisticsTo view your circulation statistics, click the Statistics button. The SystemCirculation S

04/04 Chapter 39 System reports 583 The contents of the Servers.ini file that identifies your current server Your workstation configuration, includ

04/04584 ReportsNote: If you need to contact Follett Technical Support for assistance at any time,please have this report on-screen or printed out.Mo

585Chapter 40 Extracting dataThis chapter contains general information on extracting data; instructions on howto extract data; suggestions for using

04/04586 ReportsClick to selector enter thedestination file.Click to select acall number rangefor copies/titles.Enter a date rangefor transactions.Cli

04/04 Chapter 40 Extracting data 587Excel imports the file, placing each field in a column with the field name in thefirst row:To edit the extraction

04/04588 ReportsOn the spreadsheet, locate the button named Import <data type> file. Click thebutton and enter the path and filename of your dat

04/04 Chapter 40 Extracting data 589The following table contains the names of the fields in the four extraction files:Copies/Titles Copy Transactions

04/04 Chapter 3 Preparing to catalog your collection 59Under Alliance Plus, enter the IP address of your proxy server again andaccept the default TCP

04/04590 ReportsNotes

591UtilitiesChapter 41 Database maintenance utilitiesThis chapter contains instructions on how to start Utilities, information on thedifferent functi

04/04592 UtilitiesWhat if a utility is interrupted?If a utility is abnormally interrupted, by power loss or by someone rebooting thecomputer for examp

04/04 Chapter 41 Database maintenance utilities 593The Utilities main window appears:Menu barFrom the menu bar, you can access each of the utilities,

04/04594 UtilitiesThe following table briefly describes each utility and lists some of the reasons forrunning them:Maintenance utility DescriptionChec

04/04 Chapter 41 Database maintenance utilities 595Rebuild KeywordsEach time the Rebuild Keywords utility runs, it empties the keyword index andthen

04/04596 UtilitiesRebuild MARC HeadingsThe Rebuild MARC Headings utility recreates the headings used to locatebibliographic, authority, and copy reco

04/04 Chapter 41 Database maintenance utilities 5972. To rebuild all the headings in the library database, select Rebuild All MARCHeadings. If you wa

04/04598 Utilitiesindexes, choose Rebuild Selected File Indexes, and then select the file indexesyou want to rebuild.Important: Once the file index r

04/04 Chapter 41 Database maintenance utilities 599Advanced utility DescriptionEmpty Database Deletes the contents from the library database, includi

6 04/0413. Arbitration. You agree to submit any dispute, controversy, or claim you may havearising out of or relating to this Agreement solely to bin

04/0460 System SetupNotes

04/04600 Utilities MARC DatabaseDeletes and recreates the indexes and MARCheadings, and corrects any problems it encounters. You also have theoptio

04/04 Chapter 41 Database maintenance utilities 6011. To start the Reload File utility, select Reload File from the Advanced menu.The Reload File dia

04/04602 UtilitiesWarning: Performing this operation will remove all patron statistics. Once theRemove Patron History process begins, the changes ca

04/04 Chapter 41 Database maintenance utilities 603Viewing your registered productsTo view a list of the Follett Software Company products installed

04/04604 UtilitiesThe following image contains a sample exception report: Check Database Integrity 10

605Chapter 42 Backing up your databaseThis chapter provides information for developing an effective backup andrecovery strategy and instructions for

04/04606 Utilitiescan choose to back up specific directories and files or all the files and directorieson the server. As each vendor uses different te

04/04 Chapter 42 Backing up your database 607Using Follett Software's Backup and RestoreFollett recommends that you back up your Circulation Plu

04/04608 UtilitiesBacking up your databaseBefore you back up your database, depending on the media you're using, thereare one or two things you c

04/04 Chapter 42 Backing up your database 609When you click Backup, if the application detects another backup file at yourselected destination, a mes

61Chapter 4 Setting up AcquisitionsThe Acquisitions setup tasks you need to perform are relatively easy. Because theAcquisitions feature allows you t

04/04610 UtilitiesNote: If you're restoring from floppy disks, insert the first disk of the backup set,and then click Browse and select your flo

04/04 Chapter 42 Backing up your database 611Multiuser sitesSites running Follett's multiuser applications should back up the DATA directoryand

04/04612 UtilitiesIf Backup Prep is located in BKUPPREP, from a DOS prompt, go toBKUPPREP. The command you enter to run Backup Prep depends on theprot

613AppendicesAppendix A GlossaryAccelerated Reader A search that looks for materials belonging to the Accelerated Reader program. Youcan search for i

04/04614 Appendicesautorecon The automated process used to enhance the bibliographic records in the librarydatabase with information from an Alliance

04/04 615Appendix A GlossaryCirculation Desk The Circulation Desk module automates all tasks that would normally occur at thelibrary's circulati

04/04616 Appendicescopy status The copy status indicates the assigned designation of a copy. The possible copystatuses are: Available  At the binder

04/04 617Appendix A Glossaryduplicate copy See Replicate copy.DX See Union Data Exchange.dynamic IP address An IP address that changes each time the

04/04618 Appendicesfine Fines are generated by Circulation Plus when a patron does not return a copy on time(overdue fine), when a patron reports a lo

04/04 619Appendix A GlossaryHTTP HyperText Transport Protocol. The Internet protocol that allows Web browsers toretrieve information from servers.hyp

04/0462 System Setup2. Enter a vendor description.3. Enter a onetothree character alphanumeric code.4. Federal Tax ID information is available from

04/04620 AppendicesIP address Internet Protocol address. An IP address is analogous to a postal address. It identifiesthe location of a computer or de

04/04 621Appendix A GlossaryMARC Editor One of the two data entry windows in Cataloging, used to add, edit, or delete MARCrecords. See also Easy Edit

04/04622 Appendicesnonholdable copies See illegal holds.Novell A registered trademark of Novell, Inc., a manufacturer of networking software.ODBC Abbr

04/04 623Appendix A Glossaryprimary address The address that appears on bills and notices which are to be mailed home. Thisaddress appears on the Add

04/04624 Appendicesscanner See barcode scanner.search types There are fifteen search indexes available for finding titles in Cataloging: Title  NBN

04/04 625Appendix A Glossaryspecial due date An option in the Circulation Desk module that allows the librarian to assign anonstandard due date to c

04/04626 AppendicesUSB Universal Serial Bus.userdefined fine types Besides the default fine types that come with Circulation Desk Setup, a user can a

627Appendix B Bibliographic and authority tagsThis appendix contains information about the following cataloging information:Bibliographic tags: MARC

04/04628 AppendicesBibliographic tags Tag Indicators SubfieldsNo. Description Rep Pos1 Pos2 Valid Nonrep Indexed000 Leader N N/A N/A N/A001 Control N

04/04 629Appendix B Bibliographic and authority tagsBibliographic tags (Cont.)Tag SubfieldsIndicatorsNo. IndexedNonrepValidPos2Pos1RepDescription111

04/04 Chapter 4 Setting up Acquisitions 63Contact tabThere are three extra informational tabs available for Add/Edit Vendors: Contact,Notes, and Purc

04/04630 AppendicesBibliographic tags (Cont.)Tag SubfieldsIndicatorsNo. IndexedNonrepValidPos2Pos1RepDescription510 Citation/References Note Y 0 abcx3

04/04 631Appendix B Bibliographic and authority tagsBibliographic tags (Cont.)Tag SubfieldsIndicatorsNo. IndexedNonrepValidPos2Pos1RepDescription658

04/04632 AppendicesBibliographic tags (Cont.)Tag SubfieldsIndicatorsNo. IndexedNonrepValidPos2Pos1RepDescription900 Local Call Number N a a901 Copy In

04/04 633Appendix B Bibliographic and authority tagsTags in the Added Description tabField name Tag/subfieldSeries 440a Volume 440vGeneral Note 5

04/04634AppendicesReading and interest levels and the 521 tagThe Target Audience Note (521 tag) in the MARC 21 bibliographic recordcontains informatio

04/04 635Appendix B Bibliographic and authority tagsThere are two ways you and your patrons can search for items in your collectionthat belong to a r

04/04636 Appendices526 tagGuidelinesStudy Program Information Note (R)_z Public note (R) Enter a note that will display in theOPAC. Use this subfield

04/04 637Appendix B Bibliographic and authority tagsSearchable tagsThis section describes the MARC bibliographic and authority tags used toconduct se

04/04638 AppendicesTags displayed in online public access catalogsThe online public access catalogs allow your patrons to switch between full andbrief

04/04 639Appendix B Bibliographic and authority tagsAuthority tagsAll authority records saved in the MARC Editor must have data entered in one100ser

04/0464 System Setup Closed Ordersa total of all orders with a status of Closed Total Issued or Closedthe combined total of all Issued and all Clo

04/04640 AppendicesAuthority tags (Cont.)Tag SubfieldsIndicatorsNo. IndexedNonrepValidPos2Pos1RepDescription003 Control Number Identifier N N/A N/A N/

04/04 641Appendix B Bibliographic and authority tagsAuthority tags (Cont.)Tag SubfieldsIndicatorsNo. IndexedNonrepValidPos2Pos1RepDescription451 See

04/04642 AppendicesNotes

643Appendix C Bibliographic and authority templatesThe MARC bibliographic and authority templates determine which tags andcorresponding values appear

04/04644 Appendices2. From the template editor, you can edit the Default leader, 007 (bibliographictemplates only), or 008 fixedlength tags, or edit,

04/04 645Appendix C Bibliographic and authority templatesEditing the leader, 007, and 008 tagsTo edit the leader, click Edit for the Default leader.

04/04646 Appendicesyou can make the necessary changes, as described in the following illustration:Type the default subfields here. Type the underscore

647Appendix D Barcode symbologiesIf your site uses any barcode symbology other than Follett Classic, you mustdefine the barcode symbology. This appen

04/04648 AppendicesBarcode terminologyFor explanations of the terminology used in barcode names and some criteria forselecting Follett Classic or one

04/04 649Appendix D Barcode symbologiesWhat are your barcode options?The Follett applications recognize many industrystandard barcode symbologies.Th

04/04 Chapter 4 Setting up Acquisitions 65To add funding source information, click New from the Funding Sources tab.1. Add your funding source descri

04/04650 AppendicesDefining the barcode symbologyWhen you define a barcode symbology, you tell Circulation Desk, Cataloging,and Patron Maintenance: I

04/04 651Appendix D Barcode symbologiesThe following table lists and describes the information you need to know aboutyour barcodes to set up your bar

04/04652 AppendicesBarcode Setup dialog options (Cont.)Field DescriptionCheck Digit: Length The number of digits in the check digit. This field is ini

653Appendix E Using a PHD+, PHD+ II, or PHD Laser+A PHD (Portable Handheld Device) is a barcode scanner that collects, stores, andtransmits data. You

04/04654 AppendicesSupported barcodesThe Telxon PHDs support most of the barcodes supported by Circulation Plusand Catalog Plus with the exceptions no

04/04 655Appendix E Using a PHD+, PHD+ II, or PHD Laser+Connecting a PHD to your computerWarning: Only connect the PHD cable to the computer when th

04/04656 Appendices1. Make certain your PHD is connected to your computer.2. From the Site tabs in System Setup, select the PHD tab:If the default por

04/04 657Appendix E Using a PHD+, PHD+ II, or PHD Laser+Telxon PHD to collect information for remote circulation, see page 661. To collectinventory,

04/04658 AppendicesKeys used most oftenOf the 35 keys on the keyboard, you will typically use only 13 of them (see thefollowing table):Frequently used

04/04 659Appendix E Using a PHD+, PHD+ II, or PHD Laser+PHD featuresFeature How it worksAdditional data entry lineat end of fileWhen you are at the e

04/0466 System SetupNotes tabUse the Funding Source Notes tab to capture any notes you want to store for aparticular funding source. This is a freefo

04/04660 AppendicesPHD task commands for file maintenance (Cont.)Task How to do itMoving backwards in adata filePress  (Backspace) to move back in th

04/04 661Appendix E Using a PHD+, PHD+ II, or PHD Laser+PHD Laser+: To scan barcodes using a PHD Laser+ scanner:1. Point the unit at the barcode labe

04/04662 AppendicesStarting circulation mode and setting the dateTo collect remote circulation data with the PHD:1. Turn on your PHD (see page 657). F

04/04 663Appendix E Using a PHD+, PHD+ II, or PHD Laser+Checking in items1. To check in items, once you've accepted or changed the date, press S

04/04664 AppendicesImportant: If you're gathering scans for an inventory, process the scanned data assoon as possible. If you continue to circul

04/04 665Appendix E Using a PHD+, PHD+ II, or PHD Laser+Common usage problems with the Telxon PHD If you have this problem Try thisBarcode won'

04/04666 AppendicesCommon usage problems with the Telxon PHD (Cont.)If you have this problem Try thisScans are sluggish. There could be several causes

04/04 667Appendix E Using a PHD+, PHD+ II, or PHD Laser+Telxon PHD error messages (Cont.)Message Cause & solutionLOST DSR Your PHD is not connect

04/04668 AppendicesImportant: Rebooting a Telxon PHD will erase all scans from its memory.Maintenance informationThe PHD is a precision electronic de

04/04 669Appendix E Using a PHD+, PHD+ II, or PHD Laser+To charge the batteries for your PHD unit, make sure the device is turned off.Connect the bat

04/04 Chapter 4 Setting up Acquisitions 676. If the billto address is the same as the shipto address, check the Same AsBill To Address check box. I

04/04670 AppendicesWarning: If your Telxon PHD is left without batteries for more then 20minutes, all scans stored in it will be lost.Disposing of ol

671Appendix F Using a PHD Dolphin+A PHD (Portable Handheld Device) is a barcode scanner that collects, stores, andtransmits data. You can use a PHD t

04/04672 AppendicesPHD Dolphin+ basicsWith the PHD application installed, your PHD Dolphin+ should appear identicalto the one pictured below. Take a m

04/04 673Appendix F Using a PHD Dolphin+You'll notice that there are three letters or symbols to the left of each numeric keyand the ." ke

04/04674 AppendicesCollecting circulation informationCirculation mode lets you check out, renew, and check in copies outside yourlibrary or resource c

04/04 675Appendix F Using a PHD Dolphin+Checking out and renewing items1. To check out or renew items using your PHD, select the F2 option (CheckOut)

04/04676 AppendicesCollecting inventory scansYou can use your PHD's inventory mode to gather copy barcode scans forInventory. Using a PHD elimina

04/04 677Appendix F Using a PHD Dolphin+1. To collect patron scans with your PHD, select the F1 option (Scan Patron)from the Patrons Menu. The Scan L

04/04678 AppendicesTo leave the Scan Copies screen, press BKSP. When you are finished collectingscans, return the PHD Dolphin + to the HomeBase.See al

04/04 679Appendix F Using a PHD Dolphin+product information for the PHD Dolphin+ application appears. Press F3 (ScanCounts) to see the number of scan

04/0468 System SetupNotes

04/04680 AppendicesMessage Cause / SolutionCould not open the PHD+ programfile.(on the computer window)The Follett application attempted to contact th

04/04 681Appendix F Using a PHD Dolphin+Message Cause / SolutionThe end of file was reached.(on an exception report or thecomputer window)The Follett

04/04682 AppendicesPHD Dolphin+ Quick Reference GuideImportant KeysON SCANThis key serves three purposes: Turns on the PHD Dolphin+ Triggers the las

04/04 683Appendix F Using a PHD Dolphin+PHD Dolphin+ Main MenuBattery Indicator.A solid battery, orone with a checkmark,indicates a full charge.Numbe

04/04684 AppendicesEntering scans into Inventory with the PHD Dolphin+On the computer:1. Open Inventory.2. Click the Remote button on the toolbar.3. S

04/04 685Appendix F Using a PHD Dolphin+Creating reports using patron or copy barcodesYou can generate the following reports using the PHD Dolphin+:

04/04686 AppendicesUpdating or deleting patron records via the PHD Dolphin+You can edit the following six patron record fields using the PHD Dolphin+:

04/04 687Appendix F Using a PHD Dolphin+Exporting MARC records via the PHD Dolphin+On the computer:1. Open Cataloging.2. From the File menu, select E

04/04688 AppendicesUpdating copy records via the PHD Dolphin+The following copy record fields may be edited using the PHD Dolphin+: Circulation Type

04/04 689Appendix F Using a PHD Dolphin+Removing categories from copy records via the PHD Dolphin+On the computer:1. Open Cataloging.2. From the Edit

69Chapter 5 Preparing to circulate your collectionThe setup features discussed in this chapter include ways to do the following:group your patrons fo

04/04690 AppendicesDeleting copy records via the PHD Dolphin+1. Open Cataloging.2. From the Edit menu, select Delete Copies via PHD.3. Select the PHD

04/04 691Appendix F Using a PHD Dolphin+Circulating with the PHD Dolphin+1. Open Circulation Desk.2. Click the Remote Circ button on the toolbar.3. S

04/04692 AppendicesErasing scans in the PHD Dolphin+You can erase scans from just one feature (Circulation, Inventory, Patron, orCopies) at a time, or

693Appendix G The Bar TenderThe Bar Tender for Windows can be used to replace missing or damaged barcodelabels and to print patron barcode labels. Af

04/04694 AppendicesDefining the barcode1. To define the barcode specifications, double-click on the barcode or chooseModify | Selected Object. From th

04/04 695Appendix G The Bar Tender2. To modify the text field's size and contents, double-click on Text Data orchoose Modify | Selected Object.

04/04696 Appendices3. To select and setup the patron file you want to use, from The Bar Tendermain menu, select File | Input Data File Setup. From the

04/04 697Appendix G The Bar TenderEntering a check digit character in The Bar Tender will result in invalid barcodes.Example: To define the barcode

04/04698 AppendicesNotes

699Appendix H Configuring scannersThis appendix contains the following: information on using the ISBN barcodescanning feature; information on determi

704/04 disclosure is subject to restrictions as set forth in subparagraph (c) (1) (ii) of the Rightsin Technical Data and Computer Product clause at D

04/0470 System SetupTo access your patron types, select Patron Maintenance from the Setup menu inthe System Setup module. If you have defined a passwo

04/04700 AppendicesThe following scanners will not support the scanning of ISBNs in Circulation Plusor Catalog Plus, version 4.x or higher: The ScanT

04/04 701Appendix H Configuring scannersProgramming codes for ScanTeam 3400 CCD scannerTo program the ScanTeam 3400 CCD for ISBN scanning, scan the f

04/04702 Appendicesthen you may proceed with the programming of the Scan Team 5400 Laserscanner. Version: 2.0.4 or 2.0.5.Note: If you have software r

703IndexSymbols?. See wildcards*. See wildcards*NC circulation type, 46Numbers006 tags, 271007 tags, 272templates, 645008 tagsauthority, 281bibliograp

04/04704Indexpassword, 41selecting a data source, 382starting, 381382Alliance Plus CDsfor autorecons, 382changing in Cataloging, 245247copying recor

04/04705Indexprinting on patron cards, 572printing on patron lists, 570printing patron labels, 567recognized by Follett applications, 649scanning in C

04/04706Indexadding records to, 346347autorecon in, 347348enhancing records in, 346using MARC Magician with, 348349merging copies in, 351printing t

04/04707Indexremoving from copies with a PHD Dolphin+,689removing globally, 54renaming, 53setting up, 5254sorting order, 57splitting a collection usi

04/04708Indexprinting a list of copies with certain, 516setting maximum checkouts for, 78standard, 88updating copies globally, 326updating copies indi

04/04709Indexupdating copies individually, 330viewing during circulation, 134135counters, about resetting, 37cross-referencesSee also authority recor

04/04 Chapter 5 Preparing to circulate your collection 71How to add or edit a patron type1. To create a patron type, choose New in the Patron Types t

04/04710IndexEmpty Database utility, 602enhancement request form, 727ephemeral materials. See temporary recordserror messages. See troubleshootingeven

04/04711Indexsetting up automatic option, 8182setting up maximum allowed, 7678setting up refund generation, 8182setting up threshold, 77setting up

04/04712Indexmanaging, 169placing in Circulation Desk, 168169placing in OPAC, 473474placing in WebCollection Plus, 445printing notices, 553555queue

04/04713Indexcreating remote batch files for DOS, 226reopening last inventory, 231resetting missing copies, 231saving remote inventory data, 223shelf-

04/04714IndexMmain entries. See bibliographic recordsmaintenanceSee also utilitiesbacking up your database, 605612Telxon PHDs, 668670maintenance uti

04/04715Indexin WebCollection Plus, 445setting up, 74Nname lists, patron, 575577navigation, in Visual OPAC, 479netLibraryaccessing the website, 237eB

04/04716IndexOPAC display mode in Cataloging, 249or. See Boolean operatorsOTH call number prefix, 48overdue copieschecking in, 151152fines on, 15815

04/04717Indexuser fields, 72viewing patron info in Circulation Desk,130133viewing statistics in Circulation Desk, 133patron searchesin Circulation De

04/04718Indexprintingbarcode labels with The Bar Tender, 695copy barcodes, 514date slips, 552hold notices, 553555overdue notices, 561565patron barco

04/04719Indexbefore recording transactions, 176checking in copies with holds, 179182exception report, 179182gathering data with a PHD Dolphin+, 674

04/0472 System SetupMaking it easier to create new patronsThere are a few options in System Setup that enable you to create new patronsfaster and make

04/04720Indexresetting, search stations. See inactivity timeoutsreshelving items, 152alert sounds, 152in remote circulation, 177resource sharing. See

04/04721Indexdefault Cataloging editor, 57default patron type, 7274due dates, 76events, 4344Find Headings default list, 57fine limits for patron typ

04/04722Indexsymbols. See diacriticsSystem Circulation Statistics Report, 582System Information Report, 582584System Setup. See setting upTtagsSee al

04/04723IndexTitlePeekin Cataloging, 250disabling in OPAC, 406in OPAC, 469proxy configuration, 405proxy configuration for Cataloging, 58setting up, 57

04/04724Indexreloading DX members, 112searching, 247and Selected database sources, 247setting up groups, 101setting up members, 101112tags not exchan

04/04725Indexpassword for Setup Information page, 432Patron Empowerment in, 445Patron Empowerment setup, 74Patron Empowerment toolbar buttons, 439Quic

04/04726Index

Enhancement request formPhone: (800) 323-3397FAX: (815) 344-8774Email address:[email protected] complete and send to:Follett Software Co

04/04 Chapter 5 Preparing to circulate your collection 73The Location and User Field prompts you enter in the Patron Defaults tabappear in the Edit P

The User's Guidev6.00 0404A40800A730

04/0474 System Setup4. From the Default Patron Type list, select your most common patron type.Whenever you add a patron, Patron Maintenance automatica

04/04 Chapter 5 Preparing to circulate your collection 75Holds. They cannot view any other tab or any fine notes you have created. InWebCollection Pl

04/0476 System SetupCirculation policies: who can have what and for how longNow that you've completed setting up your circulation types and your

04/04 Chapter 5 Preparing to circulate your collection 77To access your circulation policies, from System Setup, select Setup | Circulation.If you de

04/0478 System SetupHow to limit loan periods1. In the Policies tab, select the patron type you want to establish loan periodsfor from the Patron Type

04/04 Chapter 5 Preparing to circulate your collection 79To keep the hold queue from building up with holds that are not retrieved orfulfilled, Syste

8 04/04Notes

04/0480 System SetupA reserve has a reserve period equal to its loan period. For example, if a patronreserves an item for March 18th, and the loan per

04/04 Chapter 5 Preparing to circulate your collection 81Activating automatic fine calculation and refundsSystem Setup lets you decide whether you wa

04/0482 System SetupOption Selected ClearedInclude gracedays in finecalculationExample: A copy is due on Monday,but not returned until Thursday.There

04/04 Chapter 5 Preparing to circulate your collection 83To access your templates, select the Notices tab from Circulation in System Setup:This box s

04/0484 System Setup If you want to create a new template with completely new wording,choose New. The Add Template dialog appears.There is room for a

04/04 Chapter 5 Preparing to circulate your collection 85Setting your library's hoursSetting up your library hours in System Setup is important

04/0486 System SetupCirculation Desk also uses the default annual calendar to automatically create anew calendar year for you when the due date for a

04/04 Chapter 5 Preparing to circulate your collection 87When you're finished, choose Save on the Edit New Annual CalendarDefaults dialog. The C

04/0488 System SetupSetting up alert sounds (and more) for your circulation deskSystem Setup lets you set up sounds for certain Circulation Desk event

04/04 Chapter 5 Preparing to circulate your collection 89Select your most common circulation type.The sounds you choose will play whenever theassocia

9ContentsWelcome 27Getting started 28Viewing the online User's Guide 28Getting help 29About our customized training 29Contacting F

04/0490 System SetupAdditional sounds are available on your Follett Software Installation CD. To usethem at your workstation, insert the CD into the C

91Chapter 6 Building your unionA union catalog can mean something very different from one district to the next.While one district might process and d

04/0492 System SetupSteps for building your union catalog2. Enter your union catalog's site and cataloging information through the union catalog

04/04 Chapter 6 Building your union 93Participation levelsFollett Data Exchange Server's seven levels of participation let you explicitlydefine

04/0494 System Setupcatalog, but it also prevents better" records from another level 5 memberreplacing its own records. For example, if your dis

04/04 Chapter 6 Building your union 95catalog. For example, the MARCspecific filter for Material Types could keep amember's cataloged AV equipm

04/0496 System SetupEntering union catalog site information1. To enter your union catalog's site information, from the union catalog'sSystem

04/04 Chapter 6 Building your union 972. By default, the Identification tab uses the address format for the UnitedStates. To choose a different addre

04/0498 System Setup4. Through the union catalog's System Setup, you can enter events for patronsto view in the union catalog OPAC (see page 410)

04/04 Chapter 6 Building your union 99Cataloging tabs appear with the Call Numbers tab open. Only the tabs youneed are enabled:To cancel changes befo