Follett VERSION 6.00 - Manual (Page 102)

04/04 102 System Setup
You add and maintain members through System Setup. To start System Setup,
from the computer desktop, open the Follett Applications folder and doubleĆclick
the Union System Setup icon. The System Setup window appears (see page 33).
Note: You can also access the Follett Applications menu from the Windows
Start | Programs menu or from the Mac OS Apple menu.
To add or modify a member, from the System Setup menu bar, select Setup |
Member. The Members dialog appears:
This list identifies your defined
members and whether they are
participating in data exchange
(DX) or not (NonĆDX).
Removes the selected member,
their copies, and their setup
information. See page 112 for
important information.
These options only apply to DX
members. For more information,
see Updating DX member
information" on page 112.
Lets you access a member's site
and cataloging setup. Please
note that you cannot modify this
information for a DX member at
the union catalog.
From this dialog you can add, update, or remove both DX and nonĆDX members.
You'll find the instructions for setting up your nonĆDX members in the following
section, Defining your nonĆDX members." Instructions for setting up your DX
members begin on page 106.
Important: For information about deleting members, see page 112.
Defining your nonĆDX members
To add nonĆDX members to your union catalog, you must enter each member's
site and cataloging information in the union catalog's System Setup. To help set
up your members quickly and accurately, gather the following information
before you start:
S Each member's official name, as it should appear on reports, and a short but
recognizable version of their name, which will identify their holdings in the
union catalog's Cataloging, OPAC, and WebCollection Plus applications.
S Member contact information.
S Each member's MARC Organization Code.
S The barcode symbology each member uses for library materials.
S A list of each member's circulation typesĊthe codes and descriptions they
use to identify their different lending periods (e.g., overnight, oneĆweek, etc.).
S A list of each member's categoriesĊthe codes and descriptions they use to
group related items in their collections (e.g., new items, reading lists, etc.).
Important: The setup information you enter for the member must match the
setup information at the member's site. If there are differences, you
may encounter problems when you import the member's data.