Follett VERSION 6.00 User Manual
User’s guide, Version 6.00
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Table of contents
Document Outline
- Welcome
- System Setup
- Chapter 1 System Setup basics
- Chapter 2 Setting up your site
- Chapter 3 Preparing to catalog your collection
- Grouping your collection according to lending period
- Identifying call number locations in your MARC records
- Setting up your call number prefixes
- Increasing access to your collection with categories
- Defining the tag range for your brief MARC records
- Setting up miscellaneous Cataloging options
- After preparing for cataloging
- Chapter 4 Setting up Acquisitions
- Chapter 5 Preparing to circulate your collection
- Grouping your patrons by type
- Making it easier to create new patrons
- Empowering your patrons
- Circulation policies: who can have what and for how long
- Setting time limits for items on hold
- Activating automatic fine calculation and refunds
- Customizing your overdue, bill, and ready hold notices
- Setting your library's hours
- Setting up your library's current calendar
- Setting up alert sounds (and more) for your circulation desk
- After preparing for circulation
- Chapter 6 Building your union
- Circulation Desk
- Chapter 7 Circulation Desk basics
- What is Circulation Desk?
- Starting Circulation Desk
- Circulation Desk security
- Receipt Printer (Transaction Tracker) setup and printing
- Showing and hiding patron pictures
- Transactions 101
- Adding or editing a patron record
- Viewing and printing patron information
- Viewing the current status of a copy
- Sending items to the bindery or on inter-library loan
- Troubleshooting
- Chapter 8 Checking out items
- Chapter 9 Renewing items
- Chapter 10 Checking in items
- Chapter 11 Dealing with fines and lost copies
- Chapter 12 Managing holds
- Chapter 13 Circulating items with a PHD
- Chapter 7 Circulation Desk basics
- Patron Maintenance
- Chapter 14 Patron Maintenance basics
- Chapter 15 Maintaining individual patron records
- Chapter 16 Maintaining patron records in batches
- Chapter 17 Importing patron information
- Chapter 18 Exporting patron records
- Inventory
- Chapter 19 Inventory basics
- Chapter 20 Taking inventory of your collection
- Beginning an inventory
- Entering copies into Inventory
- Finalizing an inventory
- Resetting Missing copies
- Marking items Missing outside an inventory
- Deleting Missing items
- Cataloging
- Chapter 21 Cataloging basics
- Chapter 22 Using the Easy Editor
- Chapter 23 Using the MARC Editor
- Chapter 24 Working with copies
- Chapter 25 Importing MARC records
- Importing bibliographic records
- Importing authority records
- Interpreting the exception report
- Chapter 26 Exporting MARC records
- Chapter 27 Maintaining your collection
- Using reports to analyze your collection
- Updating bibliographic headings globally
- Updating copy information globally
- Updating individual copies
- Deleting lost or missing copies globally
- Deleting subject headings by source globally
- Deleting tags globally
- Deleting titles without copies globally
- Using a scanner to delete copies
- Using your PHD for mass updates
- Viewing the Weeding log
- Updating keywords
- Rebuilding cross-references
- Enhancing your records with the Book Cart
- Chapter 28 Cataloging tips
- Chapter 29 Acquisitions
- Alliance Plus
- Search Stations
- Chapter 33 Setting up your search stations
- Chapter 34 Setting up WebCollection Plus
- Running WebCollection Plus
- Accessing WebCollection Plus
- The Setup Information page
- Customizing the appearance of the pages
- Providing tools and services for your patrons
- Configuring the toolbar
- Enabling the Bookbag
- Setting up hold and interlibrary loan request options
- Setting up WebCollection Plus for State Standards
- Setting up WebCollection Plus for Keyword/Power and Browse searches
- Checking a copy's status from WebCollection Plus for Union
- Enabling Patron Empowerment
- Setting up Visual WebCollection Plus
- Providing more information access for your patrons
- Customizing your pages
- Testing your setup
- WebCollection Plus for English/French or English/Spanish
- Troubleshooting
- Chapter 35 Using your OPAC
- Reports
- Chapter 36 Reports basics
- Chapter 37 Cataloging reports
- Cataloging reports overview
- Generating a Bibliography Report
- Generating a Brief Records Report
- Generating a Code Table List
- Generating a Copies Added Report
- Generating a Copies by Funding Source or Vendor Report
- Generating a Copies With Different Call Numbers Report
- Generating a Copies With Other Call Numbers Report
- Generating a Copies Without Call Numbers Report
- Printing Copy Barcode Labels
- Generating a Copy List by Circulation Type
- Generating a Headings Without Authorities Report
- Generating a Lexile Report
- Generating a Shelf List
- Generating Spine/Pocket Labels
- Generating a Title List
- Generating a Titles Added/Updated Report
- Generating a Titles by Category Report
- Generating a Titles With Duplicate Standard Numbers Report
- Generating a Titles Without Copies Report
- Generating a Titles Without Standard Numbers Report
- Generating a Used or Unused Copy Barcodes Report
- Chapter 38 Circulation reports
- Circulation reports overview
- Generating a Category Statistics Report
- Generating a Checkouts/Fines Transactions Report
- Generating a Circulation Statistics Report
- Generating a Collection Age by Call Number Report
- Generating a Collection Age by Subject Report
- Generating a Collection Statistics Report
- Generating a Collection Value Report
- Generating a Copy List by Status
- Generating Date Slips
- Generating Hold Notices
- Generating a Hold Statistics Report
- Generating a Hold Transactions Report
- Generating an Inventory List by Call Number
- Generating an Inventory List by Title
- Generating Overdue/Bill Notices
- Generating an Overdue List
- Printing Patron Barcode Labels
- Generating a Patron Barcode List
- Generating Patron Cards
- Generating a Patron Name List
- Generating a Patron Statistics Report
- Generating a Used or Unused Patron Barcodes Report
- Chapter 39 System reports
- Chapter 40 Extracting data
- Utilities
- Chapter 41 Database maintenance utilities
- Chapter 42 Backing up your database
- Appendices
- Appendix A Glossary
- Appendix B Bibliographic and authority tags
- Appendix C Bibliographic and authority templates
- Appendix D Barcode symbologies
- Appendix E Using a PHD+, PHD+ II, or PHD Laser+
- Appendix F Using a PHD Dolphin+
- Getting started
- PHD Dolphin+ basics
- Collecting circulation information
- Collecting inventory scans
- Collecting patron barcodes
- Collecting copy barcodes
- Examining barcode scans
- Erasing scans
- Troubleshooting
- PHD Dolphin+ Quick Reference Guide
- Important Keys
- PHD Dolphin+ Main Menu
- Procedures
- Loading the PHD Dolphin+ application
- Entering scans into Inventory with the PHD Dolphin+
- Creating reports using patron or copy barcodes
- Updating or deleting patron records via the PHD Dolphin+
- Exporting MARC records via the PHD Dolphin+
- Updating copy records via the PHD Dolphin+
- Removing categories from copy records via the PHD Dolphin+
- Deleting copy records via the PHD Dolphin+
- Circulating with the PHD Dolphin+
- Erasing scans in the PHD Dolphin+
- Determining the number of scans in the PHD Dolphin+
- Appendix G The Bar Tender
- Appendix H Configuring scanners
- Index
- Enhancement request form