Document Outline

• Welcome
  • Getting started
    • Viewing the online User's Guide
    • Getting help
    • About our customized training
  • Contacting Follett Software Company
    • Follett's toll-free number
    • Visit our Web site
    • Contacting Technical Support
    • What's follett-talk?
  • Enhancement requests
• System Setup
  • Chapter 1 System Setup basics
    • About the setup chapters
    • What you'll need
    • Getting around in System Setup
  • Chapter 2 Setting up your site
    • Identifying your library
      • Obtaining a MARC Organization Code
    • Identifying your country and first month of statistical year
    • Setting up your barcode symbologies
      • Selecting a barcode symbology
        • PHD supported barcodes
      • Can symbologies be mixed?
      • How to select and define barcode symbologies
        • How to test a barcode
    • Protecting your Follett applications with passwords
      • How to change an application password
    • Transferring the PHD application to a PHD
      • How to change the PHD settings
    • Maintaining events for Catalog Plus
    • After setting up your site
  • Chapter 3 Preparing to catalog your collection
    • Grouping your collection according to lending period
      • How to add or edit circulation types
    • Identifying call number locations in your MARC records
    • Setting up your call number prefixes
      • How to add or edit call number prefixes
      • Sorting your call numbers
    • Increasing access to your collection with categories
      • How to add or edit categories
      • How to delete categories
    • Defining the tag range for your brief MARC records
    • Setting up miscellaneous Cataloging options
    • After preparing for cataloging
  • Chapter 4 Setting up Acquisitions
    • Adding vendors
      • Contact tab
      • Notes tab
      • Purchases tab
    • Adding funding sources
      • Amount tab
      • Notes tab
    • Setting the default information
  • Chapter 5 Preparing to circulate your collection
    • Grouping your patrons by type
      • How to add or edit a patron type
    • Making it easier to create new patrons
    • Empowering your patrons
    • Circulation policies: who can have what and for how long
      • How to set circulation limits for patron types
      • How to limit loan periods
    • Setting time limits for items on hold
      • Expiring holds
      • Deleting holds
      • Setting up reserves
      • Entering the time limits
    • Activating automatic fine calculation and refunds
    • Customizing your overdue, bill, and ready hold notices
      • How to change the wording on a notice
    • 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
    • Who should read this?
    • Where do we begin?
    • What is data exchange?
      • Participation levels
      • Filtering rules
      • How are the "best" records created?
    • Setting up your union
      • Entering union catalog site information
      • Entering union cataloging information
    • Setting up your members
      • Defining your non-DX members
        • Entering member site information
        • Entering member cataloging information
      • Defining your DX members
        • Connecting the Data Exchange Servers
        • Setting the data exchange rules
        • Updating DX member information
      • Deleting a member
    • What's next?
      • Considerations for non-DX members and unions
• Circulation Desk
  • Chapter 7 Circulation Desk basics
    • What is Circulation Desk?
    • Starting Circulation Desk
    • Circulation Desk security
      • Limiting and restoring access to Circulation Desk
    • Receipt Printer (Transaction Tracker) setup and printing
    • Showing and hiding patron pictures
    • Transactions 101
      • Typing or scanning barcodes
      • Finding patrons or copies
      • Important messages for patrons
      • Sounds
      • Handling block conditions during a transaction
    • 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
    • How to check out a copy
      • Adding or editing a patron
      • Adding a title during a checkout
      • Handling non-circulating copies
    • Showing due dates
    • Special due dates for checkouts and renewals
    • Troubleshooting
  • Chapter 9 Renewing items
    • Renewing all (or some) of a patron's checkouts
    • How to renew a single copy or stack of copies
    • Troubleshooting
  • Chapter 10 Checking in items
    • How to check in a copy
      • Handling items on hold or reserve
      • Reshelving items
    • Troubleshooting
  • Chapter 11 Dealing with fines and lost copies
    • Crime and punishment: the types of fines
      • Tracking fine payments
    • Recording payment against the fine balance
    • Recording payment for a single fine
    • Creating fines
    • Editing fines
    • Giving refunds
    • Marking a patron's checkout lost
      • Charging a fine for the lost copy
    • Troubleshooting
  • Chapter 12 Managing holds
    • A brief introduction to holds
    • A brief introduction to reserves
      • Readying reserves
      • Circulating reserves
    • Getting around the Holds/Reserves window
    • Placing a hold or reserve for a patron
    • Managing holds
      • Extending the life of a hold
      • Changing the priority of a hold
    • Interpreting the Daily Holds Processing exception report
    • Troubleshooting
  • Chapter 13 Circulating items with a PHD
    • Why use a PHD to circulate your collection
    • Before recording transactions with a PHD
    • Recording transactions with a PHD
    • Processing remote circulation transactions
      • Interpreting the Remote Circulation Processing exception report
    • Troubleshooting
• Patron Maintenance
  • Chapter 14 Patron Maintenance basics
    • About Patron Maintenance
    • Using Patron Maintenance
    • Searching for patron records
      • How to search for a patron record
      • What happens if the patron isn't found
  • Chapter 15 Maintaining individual patron records
    • About maintaining individual patron records
    • How to add or edit a patron record
      • How to add, edit, and delete addresses
      • How to add or edit an important message or a note
      • How to add, replace, or remove a patron picture
    • How to delete individual patron records
  • Chapter 16 Maintaining patron records in batches
    • About global maintenance
    • Globally updating batches of patrons
    • Updating information for a few individual patrons
    • Updating patron records using a PHD
    • Globally deleting patrons
    • Deleting patrons with a PHD
    • Interpreting the exception report
  • Chapter 17 Importing patron information
    • About importing patron records
    • Formatting information for the librarian's technical personnel
      • Follett's patron import data file formats
        • Header portion of the file
        • Patron record portion of the file
        • Error checking in importing
    • Importing patron records
      • Interpreting the exception report
    • Importing patron pictures
      • Interpreting the exception report
  • Chapter 18 Exporting patron records
    • About exporting patron records
    • How to export patron records
• Inventory
  • Chapter 19 Inventory basics
    • Overview of an inventory
      • Preparing for inventory
      • How will Inventory affect circulation?
      • After inventory
    • Inventory Checklist
    • Starting and getting around in Inventory
  • Chapter 20 Taking inventory of your collection
    • Beginning an inventory
    • Entering copies into Inventory
      • Entering copies directly into the Inventory main window
      • Using a PHD to inventory your collection
      • Using a portable computer to inventory your collection
        • Windows workstations
          • Running the Remote Batch Disk utility
        • Mac OS workstations
        • DOS workstations
        • Processing the remote inventory data file
      • Interpreting the Remote Inventory exception report
    • Finalizing an inventory
      • Printing reports of your Missing items
    • Resetting Missing copies
    • Marking items Missing outside an inventory
    • Deleting Missing items
• Cataloging
  • Chapter 21 Cataloging basics
    • Cataloging 101
      • Using MARC bibliographic and authority record formats
      • Permanent or temporary?
    • Starting Cataloging
      • Customizing the toolbar
      • Cataloging Security
    • Finding MARC records in your collection
      • Using Limiters on your local database
      • Accelerated Reader search
      • Lexile search
      • Reading Counts search
      • Find-It-All Collection
    • Searching Alliance Plus Online or Alliance Plus CDs
      • Scanning an ISBN
    • Searching your DX union catalog
    • Using your search results
      • TitlePeek
    • Adding, saving, copying, and editing MARC records
    • Deleting a MARC record
    • Printing MARC records
  • Chapter 22 Using the Easy Editor
    • When to use the Easy Editor
    • Working with bibliographic records
      • Brief MARC Record tab
      • Added Description tab
      • Providing access through subjects
      • Providing additional entries
      • Using the Find Headings feature
      • What's next?
  • Chapter 23 Using the MARC Editor
    • Working with bibliographic records
      • Adding new bibliographic records
      • The MARC Editor: an overview
      • What is a "good" bibliographic record?
    • Tags: the backbone of a MARC record
      • Bibliographic fixed-length tags
        • Leader tag
          • Changing the material type (and its display icon)
        • 006 tag
        • 007 tag
        • 008 tag
      • Variable-length tags
        • Editing indicators
        • Inserting and deleting subfields
        • Working with subfield data
        • Using the Find Headings feature
      • What's next?
    • Working with authority records
      • Creating cross-references
      • Getting started
      • Adding new authority records
      • How are authority records different?
        • Authority fixed-length tags
          • Leader tag
          • 008 tag
        • Entering authority information
        • Fine tuning cross-references
      • What's next?
  • Chapter 24 Working with copies
    • Adding and editing copies
    • Deleting a copy
  • Chapter 25 Importing MARC records
    • Importing bibliographic records
      • Importing MARC 21/852 Holdings data
        • For Union Catalog Plus: Assigning copies on import
      • Importing MARC 21/852 Holdings Format Data by Barcode
      • Importing MARC 21/852 Holdings Format by Control Number
      • For Winnebago records: Reconstructing your barcodes and more
        • Examining your barcodes
        • Exporting your records
        • How your records will change
        • The Barcode Wizard
        • Importing Winnebago records
    • Importing authority records
    • Interpreting the exception report
  • Chapter 26 Exporting MARC records
    • Getting ready to export
    • Exporting bibliographic records
      • For Union Catalog Plus: Exporting MARC 21/852 Holdings Format
    • Exporting authority records
    • Splitting a collection
      • Using a PHD
      • Using categories
    • Interpreting the exception report
  • Chapter 27 Maintaining your collection
    • Using reports to analyze your collection
    • Updating bibliographic headings globally
    • Updating copy information globally
      • Adding funding sources or vendors to their tables
    • Updating individual copies
    • Deleting lost or missing copies globally
    • Deleting subject headings by source globally
      • DX-enabled union catalogs and members
    • Deleting tags globally
    • Deleting titles without copies globally
    • Using a scanner to delete copies
    • Using your PHD for mass updates
      • Updating categories, circulation types, or copy status with a PHD
        • Interpreting the exception report
      • Removing categories from copies with a PHD
        • Interpreting the exception report
      • Deleting copies with a PHD
        • Interpreting the exception report
    • Viewing the Weeding log
    • Updating keywords
    • Rebuilding cross-references
    • Enhancing your records with the Book Cart
      • Adding titles to the Book Cart
      • Reconning titles in the Book Cart
      • Editing titles from the Book Cart
      • Transferring your records to and from MARC Magician
      • Printing the contents of the Book Cart
      • Merging copies onto one title record
  • Chapter 28 Cataloging tips
    • Audiovisual equipment
    • Vertical file material
    • Videorecordings
    • Electronic resources
      • Tag 856 - Electronic Location and Access
        • Cataloging local electronic resources
      • System notes and considerations
      • Related materials
        • Using "virtual" 856 tags
      • eBooks
        • Single record method
        • Multiple record method
        • Copies: Direct or remote access?
      • Web sites
        • 300 tag - Physical Description
      • Computer files
      • For further information
  • Chapter 29 Acquisitions
    • The life-cycle of an order
    • Adding or editing an order
      • Filling out an order
        • Calculating amounts
        • Billing and shipping addresses
        • Notes for and about an order
        • Adding a line item
    • Finding an order
      • Receive and Receive All buttons
        • What if an item is unavailable?
    • Editing vendor information
    • Editing funding source information
    • Updating address information
    • Printing your order form
• Alliance Plus
  • Chapter 30 Alliance Plus basics
    • About Alliance Plus
    • Starting Alliance Plus
    • Choosing Alliance Plus Online or an Alliance Plus CD
    • Using Alliance Plus
  • Chapter 31 Autorecon and Reading Program Recon
    • About the Autorecon process
      • Bibliographic record modifications
        • Replace brief or full bibliographic records
        • Update review sources and reading/interest levels
    • Preparing for an Autorecon
    • Running an Autorecon
    • About the Reading Program Recon process
    • Preparing for a Reading Program Recon
    • Running a Reading Program Recon
  • Chapter 32 Process Misses
    • About Process Misses
    • Running Process Misses
• Search Stations
  • Chapter 33 Setting up your search stations
    • Accessing Setup
    • General Setup tab
      • Choosing the OPAC interface
        • Entering your proxy server information
      • Controlling user access
      • Providing access to other applications
      • Setting up passwords
      • What's next?
    • Text OPAC Setup tab
      • Choosing search options
        • Customizing the toolbar
      • Modifying the record display
      • Selecting limiter options
        • Defining default limiter ranges
      • What's next?
    • Visual OPAC Setup tab
      • Choosing display options
      • Selecting Bookbag options
      • Saving your settings
      • Importing the default buttons
      • Default button sets
      • What's next?
    • Adding and editing action buttons
      • Identifying the button
      • Associating an image with the button
        • Making the best image
      • Choosing the Action of the button
        • Launch an Application
        • Link to a URL
        • Load Buttons
        • Perform a Bibliographic Search
        • Perform a Keyword Search
        • Show User Type In
      • Saving buttons
      • Deleting buttons
      • Putting it all together
    • After saving your setup
      • Setting up multiple search stations
  • Chapter 34 Setting up WebCollection Plus
    • Running WebCollection Plus
      • Shutting down a connection to the FairCom Server
    • Accessing WebCollection Plus
      • Constructing the URL for the main page
      • Constructing the URL for the Setup Information page
      • Changing the setup password
      • A note about browser settings
    • The Setup Information page
      • For WebCollection Plus for Union
    • Customizing the appearance of the pages
      • Changing the text on the main page
      • Changing the graphics
    • Providing tools and services for your patrons
      • Configuring the toolbar
        • Toolbar buttons for Patron Empowerment
      • Enabling the Bookbag
      • Setting up hold and interlibrary loan request options
        • For WebCollection Plus for Union
        • Customizing the hold and interlibrary loan request forms
      • 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
      • Accessing TitlePeek
      • Setting up QuickLinks
      • Modifying the record display
      • Viewing Follett eBooks
      • Enabling optional tabs
    • Customizing your pages
      • Information page
      • Web Links page
    • Testing your setup
    • WebCollection Plus for English/French or English/Spanish
    • Troubleshooting
  • Chapter 35 Using your OPAC
    • Choosing the interface
    • Searching your library in the text interface
      • What is a Power search?
        • Wildcards ( ? and * )
        • Boolean search logic
      • Accelerated Reader search
      • Lexile search
      • Reading Counts! search
      • Find-It-All Collection searches
    • Using the search results
    • Electronic Location and Access - the 856 tag in action
      • eBooks
        • netLibrary eBooks
        • Other eBooks
      • TitlePeek button
      • Printing search results
    • Searching tools
      • Customizing the limiters
      • Repeating a search
      • Patron Empowerment
        • Logging in
        • Viewing My Info
        • Placing holds or reserves
        • Logging out
      • Accessing other applications
      • Using the Bookbag
    • Viewing events
    • Resetting the search station
      • Clearing the current search
    • Searching your library in the visual interface
      • Getting around in Visual OPAC
      • Tracing your steps
      • Using the Type In Search
      • Using the search results
      • Viewing the record
      • Using the Bookbag
    • Clearing the search station
• Reports
  • Chapter 36 Reports basics
    • About Reports
      • Creating custom reports
    • Starting Reports
    • Generating a report
      • Selecting a report
      • Setting the report options
        • Defining a range
        • Building a standard number list
        • Building a barcode list
        • Limiting by patron type, circulation type, or category
        • Limiting by Union Catalog Plus member
      • Changing the date used to run reports
      • Printing the report
        • Printing from a PHD
  • 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
    • Generating your System Circulation Statistics
    • Generating a System Information Report
      • More information for union catalogs and members
  • Chapter 40 Extracting data
    • About extracting data
    • How to extract data
    • Using extracted data
      • Using your data in our examples
• Utilities
  • Chapter 41 Database maintenance utilities
    • About Utilities
      • When should I run a utility?
      • What if a utility is interrupted?
      • Backing up your library database
    • Starting Utilities
    • About the Maintenance utilities
      • Check Database Integrity
      • Rebuild Keywords
      • Rebuild MARC Headings
      • Rebuild File Indexes
    • About the Advanced utilities
      • Rebuild Database
      • Reload File
      • Remove Patron History
      • Empty Database
      • Enable/Disable Data Exchange
    • Viewing your registered products
    • Interpreting the Utilities exception report
  • Chapter 42 Backing up your database
    • Develop a backup strategy
      • How do I back up my database?
      • Media rotation
      • Backup tips
    • Using Follett Software's Backup and Restore
      • Backing up your database
      • Restoring your database
    • Using another vendor's backup software
      • Single-user sites
      • Multiuser sites
        • Preparing the database for backup
          • Running Backup Prep
      • Restoring from backup
• Appendices
  • Appendix A Glossary
    • A
    • B
    • C
    • D
    • E
    • F
    • H
    • I
    • K
    • L
    • M
    • N
    • O
    • P
    • R
    • S
    • T
    • U
    • V
    • W
  • Appendix B Bibliographic and authority tags
    • Bibliographic tags
    • Tags in the Easy Editor
    • Reading and interest levels and the 521 tag
    • Reading programs and the 526 tag
    • Searchable tags
    • Tags displayed in online public access catalogs
    • Authority tags
  • Appendix C Bibliographic and authority templates
    • Selecting a template
      • Editing the leader, 007, and 008 tags
      • Editing an existing tag in a template
      • Inserting a tag into a template
  • Appendix D Barcode symbologies
    • What does a barcode contain?
    • Barcode terminology
    • What are your barcode options?
    • Defining the barcode symbology
    • Assigning barcodes
  • Appendix E Using a PHD+, PHD+ II, or PHD Laser+
    • PHD+, PHD+ II, and PHD Laser+: the Telxon models
      • Supported barcodes
        • Reading Generic Interleaved 2 of 5 barcodes
    • Connecting a PHD to your computer
    • Downloading the application
    • Using a Telxon PHD
      • The Telxon PHD main menu
      • Keys used most often
      • How to change key functions
      • PHD features
      • PHD task commands
      • Mastering barcode scanning
        • What if you're left handed?
      • PHD scanning sounds
    • Recording remote circulations
      • Starting circulation mode and setting the date
      • Checking out and renewing items
      • Checking in items
    • Collecting inventory, copy, or patron data
    • Erasing data from a PHD
    • Troubleshooting
    • Rebooting your Telxon PHD
    • Maintenance information
      • Storing your PHD
      • Cleaning your PHD
      • Charging and recharging batteries
        • Installing a rechargeable battery pack
      • Backup power
      • Disposing of old batteries
  • Appendix F Using a PHD Dolphin+
    • Getting started
      • Loading the PHD application for the first time
    • PHD Dolphin+ basics
      • Navigating the PHD Dolphin+
      • Entering alpha and special characters
      • Supported barcodes
        • Verifying your symbologies
      • Scan and battery capacity
    • Collecting circulation information
      • Checking in items
      • Checking out and renewing items
    • Collecting inventory scans
    • Collecting patron barcodes
    • Collecting copy barcodes
    • Examining barcode scans
      • Reviewing or deleting individual scans
      • Viewing scan counts
    • 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
    • Setting up The Bar Tender
      • Specifying the label stock layout
      • Editing the barcode label contents
        • Defining the barcode
        • Adding text to the label
    • Printing sequential barcode labels
    • Saving sequential barcode setup
    • Printing patron barcode labels
    • Barcodes in The Bar Tender
  • Appendix H Configuring scanners
    • Uses
    • Selecting a scanner
    • ScanTeam 3400 CCD
      • Getting ready
      • Programming codes for ScanTeam 3400 CCD scanner
    • ScanTeam 5400 Laser
      • Getting ready
      • Programming codes for ScanTeam 5400 Laser scanner
• Index
  • Symbols
  • Numbers
  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • K
  • L
  • M
  • N
  • O
  • P
  • Q
  • R
  • S
  • T
  • U
  • V
  • W
  • Y
  • Z
• Enhancement request form