Entering member site information – Follett VERSION 6.00 User Manual

Page 103

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04/04

Chapter 6 Building your union

103

Entering member site information

1. To add a new nonĆDX member, from the Members dialog (see page 102), click

New. A message appears, asking if this member will participate in automated

data exchange. Click No.

Note:

To update the setup information for a nonĆDX member, select the

member and click Edit.

If you're using a Site Setup password (see page 97), a password dialog

appears. Enter the Site Setup password (by default

MAKEITSO

) and click

OK. The Site tabs appear with the Identification tab open. Only the tabs you

need are enabled:

These three fields are required.

If the member needs to obtain a

MARC Organization Code, see

page 36 for instructions.

Member's name

The person to whom all

mailings are directed

The member's federal or state

tax exemption number

To cancel changes

before saving

The member's

mailing address.

The field names

use the address

format of the union

catalog (see page

97).

Voice phone number for your

contact person (head librarian,

for example)

If the member

owns netLibrary

eBooks, enter the

account number

to enable

previews and

checkouts.

Enter the member's information: Full and Short Site Names and MARC

Organization Code are required. When you're finished, click Save.

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