Chapter 3 preparing to catalog your collection 45, Chapter 4 setting up acquisitions 61 – Follett VERSION 6.00 User Manual

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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

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