Follett VERSION 6.00 User manual

version 6.00

User’s Guide

version 6.00

Faircom Corporation

2 04/04

by Follett Software Company

1391 Corporate Drive

McHenry, Illinois 60050

(800) 323-3397 or (815) 344-8700

Email: [email protected] (Customer Service)

[email protected] (Technical Support)

any form without permission.

This software application and the information contained in this manual are subject to

change without notice.

Circulation Plus, Catalog Plus, WebCollection Plus, Union Catalog Plus, Alliance Plus,

Find-a-Book, Find-It-All, One Search, Knowledge Links, and TitlePeek are trademarks of

Follett Software Company.

TextLink is a registered trademark of Follett Educational Services and Follett Software

Company.

TITLEWAVE Copyright 2000 Follett Library Resources.

All other trademarks are the property of their respective third-party owners.

304/04

FOLLETT SOFTWARE COMPANY

PRODUCT LICENSING TERMS

***IMPORTANT***

This legal document (the Agreement") is an agreement between you and Follett Software

Company governing the use of Follett Software Company's library management products

listed on Follett's Web sites, including at www.fsc.follett.com, and any revisions and

updates (the Product"). The Product may include software, data, and/or other

instructional materials. By installing, accessing, or using all or any portion of the Product,

you agree to be bound by the terms of this Agreement. If you do not agree to the terms of

this Agreement, do not install, access, or use the Product and promptly return any

Product to Follett Software Company.

The Product is owned by Follett Software Company and/or its third party licensors.

Please see www.fsc.follett.com/destiny for a complete list of the third party open source

contributors to the Product and their license terms. The Product is protected by U.S. and

international copyright law, and Follett Software Company and its licensors retain all title

to and ownership of the Product, with the exception of the following limited use license:

1. Windows and MacOS-Based Products. If you have obtained a single-user license for

a MacOS or Windows-based Product, you may install and use one copy of the

Product on one computer not attached to your network at your site for the purpose of

managing your site's library collection. If you have obtained a multiple-user license

for a MacOS or Windows-based Product, you may install and use one copy of the

Product on one system or one network at your site for the purpose of managing your

site's library collection.

2. Web-Enabled Products. If you have obtained a single site license for a Web-enabled

Product, you may install and use one copy of the Product on a central server located

within and under the control of your site for the purpose of managing your site's

library collection. If you have acquired a district license to use the Product, you may

install a copy of the Product on a central server or servers located within and under

the control of your district for the purpose of managing the library collections of the

sites within your district and for whom you have paid a license fee.

3. Subscription ID and Password. Follett will provide you with a subscriber

identification number and user password enabling you to access and allow access to

any Follett-hosted subscription Product you have licensed, which may be accessed

through your library management system or Follett's Internet sites, depending on the

license you have paid for. You are responsible for maintaining the security of your

password and agree not to post it on any Web site accessible to the public. You agree

to assume responsibility for the results of any misuse of your password and to report

any misuse of the password immediately to Follett.

4. Prohibited Use. You may not copy the Product or any accompanying written

materials without Follett's permission, except as necessary to use the Product in its

intended manner. You may not use the Product or allow any third party to use the

Product for any commercial purpose or in any manner not set forth in this

Agreement. You may not loan, sublicense, rent, lease, transfer, or assign the Product

or any portion thereof to any third party, with the following exception: You may

download and post MARC records solely for the purpose of importing them into and

managing them from your duly licensed Follett library automation management

system. You may not reverse engineer, decompile, disassemble, or in any way

modify the Product or any portion thereof without prior written consent of Follett

Software Company. Any modifications you make to the Product will remain the

property of Follett Software Company and/or its licensor(s).

4 04/04

5. New Versions. When you install a new version of the Product accompanied by a new

license, provided your license fee entitles you to the new version, your use of the new

version constitutes your acceptance of the new license and the termination of your

license to use any previous version of the Product.

6. Termination for Breach. If you breach any material terms of this Agreement or fail to

pay license fees as they become due, Follett Software Company may immediately

terminate your license to use the Product, including by disabling any online access, in

addition to taking any other legal remedies available to it. Upon termination of your

license, you must either return any copies of the Product and any data taken from the

Product, including any MARC records, to Follett Software Company or destroy the

copies and data and certify in writing that you have done so.

7. Third Party Web Sites. The Product may provide you and your patrons with links to

third party Web sites. You acknowledge that Follett Software Company does not

endorse or maintain control over and will not be liable for the content, advertising, or

other materials contained on such third party sites. Your use and your patrons' use

of the content, goods, or services on any third party site will be governed by the

terms on that site, if any. You will be responsible for understanding and complying

with third party sites' terms of use and instructing your patrons and employees on

the same.

8. Third Party Subscription Databases. The Product may enable you and your patrons

to search all of your sites' third party subscription databases simultaneously. Because

access to many of these databases is strictly regulated under the terms of the license

agreements between you and the third party database owners, you agree that it is

your obligation to ensure against the unauthorized access of such third party-owned

subscription databases. If the Product provides access to password protected

content, you agree to password protect such access at your library's server level to

ensure that only your patrons can use the Product, and to protect against the

unauthorized use of third party-owned content, such as subscription databases.

9. Student Privacy. As part of your subscription, you may be able to allow your patrons

to set up their own individual login accounts. If you do so, you agree that you are

solely responsible for complying with all applicable state and federal laws regarding

student privacy, including the federal Family Education and Privacy Act (FERPA).

Follett warrants that it will not use any information you provide from students'

accounts for any purpose other than servicing your subscription, and that it will not

disclose such information to any third party unless required by law. FOLLETT

SOFTWARE COMPANY DOES NOT KNOWINGLY COLLECT ANY PERSONALLY

IDENTIFYING INFORMATION ABOUT CHILDREN UNDER THE AGE OF 13

THROUGH THE PRODUCTS. However, Follett cannot make that claim on behalf of

third party sites found through the Product. You therefore agree to inform and

educate patrons under the age of 13 that they should not provide any personally

identifying information on any third party sites without the involvement and

verifiable consent of their parents.

10. Limited Warranty. Follett Software Company warrants that for a period of 1 year

from its delivery to your site or access, in the case of online subscriptions, the Product

will perform in substantial compliance with its specifications and be free of material

defects. As your sole and exclusive remedy for this warranty, Follett Software

Company will either repair the Product or refund your prorated license fee, provided

you report to Follett Software Company in writing the material defect or

noncompliance within the 1 year warranty period. This limited warranty does not

cover any material defect resulting from any accident, abuse, or misapplication of the

Product caused by you, your employees, end users, agents, or contractors, or any

modification you, your employees, end users, agents, or contractors make to the

504/04

Product, whether or not such modification is authorized by Follett Software

Company.

11. DISCLAIMER OF WARRANTY. FOLLETT SOFTWARE COMPANY DISCLAIMS

ALL OTHER WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT

NOT LIMITED TO IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR

A PARTICULAR PURPOSE, WARRANTY OF TITLE, OR WARRANTY OF

NON-INFRINGEMENT. FOLLETT SOFTWARE COMPANY AND ITS LICENSORS

ARE NOT RESPONSIBLE FOR AND MAKE NO REPRESENTATIONS OR

WARRANTIES WITH REGARD TO THIRD PARTY NETWORK OPERATING

SYSTEMS, COMPUTER HARDWARE, SOFTWARE, OR PERIPHERALS THAT YOU

USE IN CONJUNCTION WITH THE PRODUCT, OR THAT ANY

NETWORK-ACCESSIBLE FEATURES OF THE PRODUCT WILL BE

CONTINUALLY ACCESSIBLE OR ACCESSIBLE AT ANY TIME.

THE THIRD PARTY SOURCE CODE USED IN THE PRODUCT AND LISTED, WITH

ITS LICENSING TERMS, AT WWW.FSC.FOLLETT.COM/DESTINY IS PROVIDED

BY THIRD PARTY LICENSORS AS IS," WHO DISCLAIM ANY EXPRESSED OR

IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, IMPLIED

WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR

PURPOSE. IN NO EVENT SHALL ANY SUCH THIRD PARTY LICENSOR OR ITS

CONTRIBUTORS OR FOLLETT SOFTWARE COMPANY BE LIABLE FOR ANY

DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR

CONSEQUENTIAL DAMAGES (INCLUDING, BUT LIMITED TO LOSS OF USE OR

DATA), HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER

IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR

OTHERWISE) ARISING OUT OF THE USE OF THE PRODUCT, SOFTWARE, OR

SOURCE CODE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

IN NO EVENT WILL FOLLETT SOFTWARE COMPANY OR ITS LICENSORS BE

LIABLE TO YOU IN ANY AMOUNT EXCEEDING THE TOTAL FEES YOU HAVE

PAID TO FOLLETT SOFTWARE COMPANY DURING THE TWELVE MONTHS

PRECEDING YOUR CLAIM.

FOLLETT SOFTWARE COMPANY IS NOT RESPONSIBLE FOR AND MAKES NO

REPRESENTATIONS OR WARRANTIES THAT THIRD PARTY PRODUCTS,

SERVICES, OR WEB SITES WILL WORK WITH THE PRODUCT, OR THAT ACCESS

TO THE PRODUCT OR THIRD PARTY SITES FOUND THROUGH THE PRODUCT

WILL BE UNINTERRUPTED OR ERROR-FREE. FOLLETT MAKES NO

WARRANTY THAT THE INFORMATION OBTAINED FROM THE PRODUCT IS

ACCURATE OR RELIABLE OR THAT ANY GOODS OR SERVICES MADE

AVAILABLE THROUGH THE PRODUCT WILL MEET YOUR EXPECTATIONS.

YOU AGREE THAT ANY MATERIAL OR DATA DOWNLOADED OR OTHERWISE

OBTAINED FROM USE OF THE COLLECTION IS DONE OR ALLOWED AT YOUR

SOLE RISK AND THAT YOU WILL BE SOLELY RESPONSIBLE FOR ANY

DAMAGE THAT RESULTS FROM THE DOWNLOADING OF SUCH MATERIAL

OR DATA.

12. Indemnification. To the extent you are permitted under applicable law, you agree to

defend, indemnify, and hold harmless Follett Software Company, its parent

corporation, subsidiaries, affiliates, and their respective officers, directors, employees,

attorneys, and agents from and against any and all third party claims, liability, and

expenses, including attorneys' fees and legal costs, that arise out of the use of the

Products by you or your patrons in violation of this Agreement. This provision will

not apply if you are a public school or public library.

6 04/04

13. Arbitration. You agree to submit any dispute, controversy, or claim you may have

arising out of or relating to this Agreement solely to binding arbitration to be

conducted pursuant to the Commercial Rules of the American Arbitration then in

effect.

14. Right to Audit Compliance. Follett will have the right to conduct or direct an

independent accounting firm to conduct, during normal business hours and no more

than twice during any calendar year, an audit of your relevant records to verify your

compliance with the terms of this Agreement. This provision does not limit Follett's

right to monitor its server logs for accesses made by you, or using any access code

issued to you, to any online features, or to investigate any conduct Follett believes

either may be a breach of the licensing terms or otherwise threatening to the integrity

of its products or services.

15. Entire Agreement. This Agreement constitutes the entire agreement of the parties

with respect to the use of the Product. The failure by Follett to enforce any of its

rights hereunder will not constitute a waiver of such rights. If any portion of this

Agreement is found by a court of competent jurisdiction to be invalid, the other

provisions will remain in full force and effect.

16. Intellectual Property. Follett Software Company is the owner or licensee of copyright,

trademark, and other intellectual property and proprietary rights in the Product. All

trademarks appearing in the Product are the property of Follett or their respective

third party owners. Follett disclaims any affiliation or endorsement of such third

parties' goods or services, and does not intend to imply any such endorsement or

affiliation by using such marks. Likewise, such use is not meant to imply any third

party's endorsement of Follett's goods or services. Please be aware and inform your

patrons that copyright, trademark, and other intellectual property rights may protect

content on third party Web sites and databases accessed through the Product.

Nothing in this Agreement affects such rights or implies that you, your patrons, or

Follett has any rights in this content. Use of third party content may be governed by

a separate agreement with the third party owner and you agree not to use the content

in any way that violates this Agreement or the intellectual property rights of the third

party owner. You also agree to take reasonable measures to make your patrons aware

of all provisions in this section.

17. Exporting Products. This Agreement will not be governed by the United Nations

Convention on Contracts for the International Sale of Goods, the application of which

is expressly excluded. You agree not to ship, transfer, or export the Product or any

data obtained from the Product into any country or use the Product or data obtained

from the Product in any manner prohibited by the United States Export

Administration Act or any other export laws or regulations.

U.S. GOVERNMENT RESTRICTIONS

1. If the Product is acquired by or on behalf of a unit or agency of the United States

Government, this provision applies. The Product: (a) was developed at private

expense, and no part of it was developed with government funds; (b) contains trade

secret information of Follett Software Company for all purposes of the Freedom of

Information Act; (c) is commercial computer software" subject to limited utilization

as provided in the contract between Follett Software Company and the governmental

entity; and (d) in all respects contains proprietary data belonging solely to Follett

Software Company.

2. For units of the Department of Defense (DOD), this Product is sold only with

Restricted Rights" as that term is defined in the DOD Supplement to the Federal

Acquisition Regulations (DFARS") 52.227-7013(c) (1) (ii) and use, duplication, or

704/04

disclosure is subject to restrictions as set forth in subparagraph (c) (1) (ii) of the Rights

in Technical Data and Computer Product clause at DFARS 52.227-7013.

Manufacturer: Follett Software Company, 1391 Corporate Drive, McHenry, IL

60050-7041.

3. If the Product is acquired under a GSA Schedule, the U.S. Government has agreed: (a)

to refrain from changing or removing any insignia or lettering from the Product that

is provided or from producing copies of manuals or disks (except one copy for

backup purposes); (b) title to and ownership of the Product and any reproduction

thereof shall remain with Follett Software Company; (c) use of the Product and

documentation shall be limited to the facility for which it is acquired; and (d) if use of

the Product is discontinued at the installation specified in the purchase/delivery

order and the Government desires to use it at another location, it may do so by giving

prior written notice to Follett Software Company, specifying the type of computer

and new location site.

4. U.S. Government personnel using the Product, other than under a DOD contract or

GSA Schedule, are hereby on notice that use of the Product is subject to restrictions

which are the same as, or similar to, those specified above.

Follett Software Company

1391 Corporate Drive

McHenry, Illinois 60050-7041

(800)323-3397

Email: [email protected] or [email protected]

www.fsc.follett.com

8 04/04

Notes

9

Contents

Welcome 27

Getting started 28

Viewing the online User's Guide 28

Getting help 29

About our customized training 29

Contacting Follett Software Company 29

Follett's tollfree number 29

Visit our Web site 30

Contacting Technical Support 30

What's folletttalk? 30

Enhancement requests 30

System Setup 31

Chapter 1 System Setup basics 31

About the setup chapters 31

What you'll need 32

Getting around in System Setup 33

Chapter 2 Setting up your site 35

Identifying your library 35

Obtaining a MARC Organization Code 36

Identifying your country and first month of statistical year 36

Setting up your barcode symbologies 37

Selecting a barcode symbology 38

Can symbologies be mixed? 38

How to select and define barcode symbologies 39

Protecting your Follett applications with passwords 40

How to change an application password 41

Transferring the PHD application to a PHD 42

10 04/04

How to change the PHD settings 43

Maintaining events for Catalog Plus 43

After setting up your site 44

Chapter 3 Preparing to catalog your collection 45

Grouping your collection according to lending period 45

How to add or edit circulation types 47

Identifying call number locations in your MARC records 47

Setting up your call number prefixes 48

How to add or edit call number prefixes 50

Sorting your call numbers 51

Increasing access to your collection with categories 52

How to add or edit categories 53

How to delete categories 54

Defining the tag range for your brief MARC records 54

Setting up miscellaneous Cataloging options 55

After preparing for cataloging 59

Chapter 4 Setting up Acquisitions 61

Adding vendors 61

Contact tab 63

Notes tab 63

Purchases tab 63

Adding funding sources 64

Amount tab 65

Notes tab 66

Setting the default information 66

Chapter 5 Preparing to circulate your collection 69

Grouping your patrons by type 69

How to add or edit a patron type 71

Making it easier to create new patrons 72

Empowering your patrons 74

Circulation policies: who can have what and for how long 76

How to set circulation limits for patron types 77

How to limit loan periods 78

Setting time limits for items on hold 78

Expiring holds 79

Deleting holds 79

1104/04

Setting up reserves 79

Entering the time limits 80

Activating automatic fine calculation and refunds 81

Customizing your overdue, bill, and ready hold notices 82

How to change the wording on a notice 83

Setting your library's hours 85

Setting up your library's current calendar 85

Setting up alert sounds (and more) for your circulation desk 88

After preparing for circulation 90

Chapter 6 Building your union 91

Who should read this? 91

Where do we begin? 91

What is data exchange? 92

Participation levels 93

Filtering rules 94

How are the best" records created? 95

Setting up your union 95

Entering union catalog site information 96

Entering union cataloging information 98

Setting up your members 101

Defining your nonDX members 102

Defining your DX members 106

Deleting a member 112

What's next? 112

Considerations for nonDX members and unions 113

Circulation Desk 115

Chapter 7 Circulation Desk basics 115

What is Circulation Desk? 115

Starting Circulation Desk 115

Circulation Desk security 118

Limiting and restoring access to Circulation Desk 118

Receipt Printer (Transaction Tracker) setup and printing 120

Showing and hiding patron pictures 122

Transactions 101 122

Typing or scanning barcodes 123

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Finding patrons or copies 123

Important messages for patrons 126

Sounds 126

Handling block conditions during a transaction 127

Adding or editing a patron record 129

Viewing and printing patron information 130

Viewing the current status of a copy 134

Sending items to the bindery or on interlibrary loan 135

Troubleshooting 136

Chapter 8 Checking out items 137

How to check out a copy 138

Adding or editing a patron 139

Adding a title during a checkout 139

Handling noncirculating copies 141

Showing due dates 142

Special due dates for checkouts and renewals 143

Troubleshooting 144

Chapter 9 Renewing items 147

Renewing all (or some) of a patron's checkouts 147

How to renew a single copy or stack of copies 149

Troubleshooting 150

Chapter 10 Checking in items 151

How to check in a copy 151

Handling items on hold or reserve 152

Reshelving items 152

Troubleshooting 152

Chapter 11 Dealing with fines and lost copies 155

Crime and punishment: the types of fines 155

Tracking fine payments 156

Recording payment against the fine balance 157

Recording payment for a single fine 158

Creating fines 158

Editing fines 160

Giving refunds 161

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Marking a patron's checkout lost 161

Charging a fine for the lost copy 163

Troubleshooting 164

Chapter 12 Managing holds 165

A brief introduction to holds 165

A brief introduction to reserves 166

Readying reserves 166

Circulating reserves 166

Getting around the Holds/Reserves window 167

Placing a hold or reserve for a patron 168

Managing holds 169

Extending the life of a hold 169

Changing the priority of a hold 170

Interpreting the Daily Holds Processing exception report 171

Troubleshooting 174

Chapter 13 Circulating items with a PHD 175

Why use a PHD to circulate your collection 175

Before recording transactions with a PHD 176

Recording transactions with a PHD 176

Processing remote circulation transactions 176

Interpreting the Remote Circulation Processing exception report 179

Troubleshooting 182

Patrons 183

Chapter 14 Patron Maintenance basics 183

About Patron Maintenance 183

Using Patron Maintenance 183

Searching for patron records 184

How to search for a patron record 185

What happens if the patron isn't found 186

Chapter 15 Maintaining individual patron records 187

About maintaining individual patron records 187

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How to add or edit a patron record 187

How to add, edit, and delete addresses 188

How to add or edit an important message or a note 189

How to add, replace, or remove a patron picture 189

How to delete individual patron records 190

Chapter 16 Maintaining patron records in batches 191

About global maintenance 191

Globally updating batches of patrons 191

Updating information for a few individual patrons 192

Updating patron records using a PHD 193

Globally deleting patrons 195

Deleting patrons with a PHD 196

Interpreting the exception report 198

Chapter 17 Importing patron information 199

About importing patron records 199

Formatting information for the librarian's technical personnel 199

Follett's patron import data file formats 199

Importing patron records 202

Interpreting the exception report 203

Importing patron pictures 204

Interpreting the exception report 206

Chapter 18 Exporting patron records 207

About exporting patron records 207

How to export patron records 208

Inventory 209

Chapter 19 Inventory basics 209

Overview of an inventory 209

Preparing for inventory 210

How will Inventory affect circulation? 210

After inventory 212

Inventory Checklist 213

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Starting and getting around in Inventory 215

Chapter 20 Taking inventory of your collection 217

Beginning an inventory 217

Entering copies into Inventory 218

Entering copies directly into the Inventory main window 219

Using a PHD to inventory your collection 221

Using a portable computer to inventory your collection 223

Interpreting the Remote Inventory exception report 228

Finalizing an inventory 230

Printing reports of your Missing items 231

Resetting Missing copies 231

Marking items Missing outside an inventory 232

Deleting Missing items 232

Cataloging 233

Chapter 21 Cataloging basics 233

Cataloging 101 233

Using MARC bibliographic and authority record formats 233

Permanent or temporary? 234

Starting Cataloging 235

Customizing the toolbar 236

Cataloging Security 238

Finding MARC records in your collection 240

Using Limiters on your local database 241

Accelerated Reader search 242

Lexile search 243

Reading Counts search 244

Find-It-All Collection 245

Searching Alliance Plus Online or Alliance Plus CDs 245

Scanning an ISBN 247

Searching your DX union catalog 247

Using your search results 248

TitlePeek 250

Adding, saving, copying, and editing MARC records 251

Deleting a MARC record 252

Printing MARC records 253

16 04/04

Chapter 22 Using the Easy Editor 255

When to use the Easy Editor 255

Working with bibliographic records 255

Brief MARC Record tab 256

Added Description tab 257

Providing access through subjects 259

Providing additional entries 260

Using the Find Headings feature 261

What's next? 262

Chapter 23 Using the MARC Editor 263

Working with bibliographic records 263

Adding new bibliographic records 264

The MARC Editor: an overview 265

What is a good" bibliographic record? 265

Tags: the backbone of a MARC record 266

Bibliographic fixed-length tags 268

Variable-length tags 273

What's next? 277

Working with authority records 278

Creating crossreferences 278

Getting started 278

Adding new authority records 279

How are authority records different? 280

What's next? 284

Chapter 24 Working with copies 285

Adding and editing copies 285

Deleting a copy 288

Chapter 25 Importing MARC records 289

Importing bibliographic records 289

Importing MARC 21/852 Holdings data 291

Importing MARC 21/852 Holdings Format Data by Barcode 295

Importing MARC 21/852 Holdings Format by Control Number 296

For Winnebago records: Reconstructing your barcodes and more 297

Importing authority records 307

Interpreting the exception report 308

1704/04

Chapter 26 Exporting MARC records 311

Getting ready to export 311

Exporting bibliographic records 312

Exporting authority records 318

Splitting a collection 318

Using a PHD 318

Using categories 319

Interpreting the exception report 321

Chapter 27 Maintaining your collection 323

Using reports to analyze your collection 323

Updating bibliographic headings globally 324

Updating copy information globally 326

Adding funding sources or vendors to their tables 327

Updating individual copies 330

Deleting lost or missing copies globally 330

Deleting subject headings by source globally 332

DX-enabled union catalogs and members 333

Deleting tags globally 334

Deleting titles without copies globally 335

Using a scanner to delete copies 337

Using your PHD for mass updates 338

Updating categories, circulation types, or copy status with a PHD 338

Removing categories from copies with a PHD 340

Deleting copies with a PHD 342

Viewing the Weeding log 344

Updating keywords 345

Rebuilding crossreferences 346

Enhancing your records with the Book Cart 346

Adding titles to the Book Cart 346

Reconning titles in the Book Cart 347

Editing titles from the Book Cart 348

Transferring your records to and from MARC Magician 348

Printing the contents of the Book Cart 349

Merging copies onto one title record 351

Chapter 28 Cataloging tips 353

Audiovisual equipment 353

Vertical file material 353

18 04/04

Videorecordings 354

Electronic resources 355

Tag 856Electronic Location and Access 355

System notes and considerations 357

Related materials 358

eBooks 360

Websites 366

Computer files 367

For further information 369

Chapter 29 Acquisitions 371

The lifecycle of an order 371

Adding or editing an order 372

Filling out an order 372

Finding an order 375

Editing vendor information 376

Editing funding source information 377

Updating address information 378

Printing your order form 379

Alliance Plus 381

Chapter 30 Alliance Plus basics 381

About Alliance Plus 381

Starting Alliance Plus 381

Choosing Alliance Plus Online or an Alliance Plus CD 382

Using Alliance Plus 383

Chapter 31 Autorecon and Reading Program Recon 385

About the Autorecon process 385

Bibliographic record modifications 386

Preparing for an Autorecon 387

Running an Autorecon 387

About the Reading Program Recon process 390

Preparing for a Reading Program Recon 391

Running a Reading Program Recon 391

Chapter 32 Process Misses 395

About Process Misses 395

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Running Process Misses 396

Search Stations 403

Chapter 33 Setting up your search stations 403

Accessing Setup 403

General Setup tab 404

Choosing the OPAC interface 405

Controlling user access 406

Providing access to other applications 408

Setting up passwords 409

What's next? 409

Text OPAC Setup tab 410

Choosing search options 410

Modifying the record display 412

Selecting limiter options 412

What's next? 414

Visual OPAC Setup tab 415

Choosing display options 415

Selecting Bookbag options 416

Saving your settings 416

Importing the default buttons 416

Default button sets 416

What's next? 418

Adding and editing action buttons 418

Identifying the button 420

Associating an image with the button 421

Choosing the Action of the button 422

Saving buttons 427

Deleting buttons 427

Putting it all together 428

After saving your setup 429

Setting up multiple search stations 429

Chapter 34 Setting up WebCollection Plus 431

Running WebCollection Plus 431

Shutting down a connection to the FairCom Server 431

Accessing WebCollection Plus 432

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Constructing the URL for the main page 432

Constructing the URL for the Setup Information page 432

Changing the setup password 432

A note about browser settings 433

The Setup Information page 434

Customizing the appearance of the pages 436

Changing the text on the main page 436

Changing the graphics 437

Providing tools and services for your patrons 438

Configuring the toolbar 438

Enabling the Bookbag 439

Setting up hold and interlibrary loan request options 440

Setting up WebCollection Plus for State Standards 443

Setting up WebCollection Plus for Keyword/Power and Browse searches 444

Checking a copy's status from WebCollection Plus for Union 445

Enabling Patron Empowerment 445

Setting up Visual WebCollection Plus 447

Providing more information access for your patrons 448

Accessing TitlePeek 448

Setting up QuickLinks 448

Modifying the record display 449

Viewing Follett eBooks 449

Enabling optional tabs 450

Customizing your pages 450

Information page 450

Web Links page 451

Testing your setup 452

WebCollection Plus for English/French or English/Spanish 454

Troubleshooting 456

Chapter 35 Using your OPAC 457

Choosing the interface 457

Searching your library in the text interface 458

What is a Power search? 459

Accelerated Reader search 461

Lexile search 461

Reading Counts! search 462

Find-It-All Collection searches 463

Using the search results 463

Electronic Location and Accessthe 856 tag in action 466

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Follett VERSION 6.00 User manual

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