- Learning and Technology
Contents
1. ees 020 020 100 245 ae aa Tao md Sub Data 1554077931 539 05 French Sue Deep Sky Wonders A Tour ofthe Universe with Sky and Telescope s Sue French Hardcover Firefly Books 2011 isu 320 p lt p gt lt b gt lt i gt A new collection from lt i gt Sky and the Default RDA template 5 Ifnot open the desired RDA Tem AMICUS 0 Hits LCCN Publisher Name Pub Yeer Place of Pub Desciipion plate and ensure the RDA Default Template option is checked 6 Click Save or Exit as appropriate to Save your Preference edits Now Click Automatically detect RDA records when cataloguing a new item CheckMARC Results Place of Publication LAU Selected Rees Amazon His CheckMARC Hss Library of Congress Hits AMICUS Hits Tas ndj sub O tuned a 1554077931 39 95 0 French Sue Eza DEEP SKY cox SEP WONDERS Author 10 Deep Sky Wonders A Tour of the Universe wit Tite 10 Hardcover sl Frefly Books 211 Media Place of Pub Publisher Name Pub Year jimport Name TT Master Template late hold down he shit key while clicking the Add Item button to have default values entered automatically Go to File gt Preferences from the L4U Admin Utility Click MARC Click Modify MARC Tags The RDA Master template should be Note L4U RDA Auto detection checks the first record in an MARC Record Import2. 17 New Features in Enterprise Elite 4 2 18 New Tags in Enterprise Elite 4 Tag Description 375 Gender 376 Family Information 377 Associated Language 378 Fuller Form of Personal Name NR 380 Form of Work 381 Other Distinguishing Characteristics of Work or Expression 382 Medium of Performance 383 Numeric Designation of Musical Work 384 Key 385 Audience Characteristics 386 Creator Contributor Characteristics 542 Information Relating to Copyright Status 588 Source of Description Note 662 Subject Added Entry 751 Added Entry 882 Replacement Record Information 883 Machine generated Metadata Provenance 887 Non MARC Information Field New Import Template RDA Master A new Import Template is created during the upgrade to Enterprise Elite 4 It is called RDA Master and will become the Default RDA Import Template if one doesn t exist The RDA Template maps the Publisher field date publisher and place of publication and Media Code field to these corresponding MARC Tags Media Code 337a Place of Pub 264a Publisher 264b Pub Year 264c Chapter 2 For the Librarian This Template can be selected when cataloguing in Freedom or the Admin Utility to deal with RDA materials Automatic Detection of RDA Records LAU can automatically detect RDA MARC records upon import and select the default RDA Template To do so eae Net pe AN pera
3. C Generate new Client Code on empty field Remove Extra Spaces at end of Data 11 12 13 14 15 Chapter 3 For the Technician e Skip First Record This option should be selected when the source file con tains a header record Remove Quotes on Field Data Some text files use quotes as text qualifiers These can be removed during import by selecting this option e Generate New Client Code on empty field If this option is deselected and Update Existing Client Data is enabled and L4U does not find a match for the Client Code when importing L4U will skip that client If it desired to have LAU import all clients during an import enable this option L4U will use the Client Code counter in Global Preferences see Enterprise Client File Bar codes on page 57 in the L4U Users Manual Remove Extra Spaces at end of Data Use this option to clean up poorly for matted data Scheduler and Logging Options By default L4U will run this import Schema at every day at 3AM If another time is required enter the new start time in 24 Hour format If another frequency is desired for the date interval enter the number of days between imports in the Frequency field An optional Log can be created if desired Enable Batch Import Logging Enable this option if a log of the Import is required Send Report Email Confirmation of the Import can be accomplished by entering an email address here Final Step Click Save to
4. Seale From the Admin Utility Go Authority Files gt Locations Open the desired Location Click Preferences Click the Batch Import tab The settings for the last saved Schema are displayed Select the desired Schema from the drop down list Make any desired edits Click Save to exit Location Preferences Click Save to save the changes to this Location A Add Bookcover 28 AMICUS 20 in CheckMARC 20 Availability Display 6 B Batch Import Client Import Options 40 Overview 38 Save Settings 41 Scheduling 40 Schema 41 Book Reviews 4 Config 10 Enabling 10 Interlibrary reviews 23 Location Preferences 10 Moderating 11 Moderators 10 Bookcovers Custom 28 C Circulation by Homeroom 29 Circulation Sounds 23 Clients 37 Collection Analysis Report 30 Communal Locations 23 Control Files on the Web 12 D Diacritics Importing Clients 40 E Easy Labels Adjust 16 L4U Software Ltd eBook Enhancements iPAC 6 Overview 12 eMail Auto Backup Alerts 38 Configuration 38 Enhanced eMail Protocols 38 F Federated Search iPac display 7 Wikipedia 7 World Book 7 Freedom Searching 35 H Help Context Sensitive vii iPAC vii Homeroom Circulation 29 Homerooms on the Web 12 I Inventory Reports 35 iPAC Help vii iPAC Enhancements Availability 6 Searching 4 Status Badge 6 Item Histories 28 L Library File Recycle Bin 24 Loan Type Graphics 22 Location Management on the Web 12 Location Preferences Batch Import 23 L4U Software Ltd
5. Circulation Sounds 23 Federated Search 23 Holidays 23 New 22 Top Ten 23 M MARC Record View in Freedom 29 O OverDrive 21 Overdue Letters 32 P Patrons 37 See Clients PDF Labels Modifying 15 Overview 13 Printer Calibration Wizard 13 Using 14 Phrase Search in iPAC 4 Q Quick Reports 33 R RDA Support 16 Automatic Detection 18 New tags 17 RDA Import Template 18 Reports Collection Analysis Report 30 Overdue Letters 32 Quick Reports 33 Statistics Reports 34 S Schemas in Batch Import 41 Search Enhancements 4 Double Quotes 5 L4U Software Ltd Phrase Search 4 Searches Changes 35 Statistics Reports 34 Circulation Statistics 35 eBook useage 35 Inventory Statistics 35 Item Clicks 35 Search Summaries 35 to Enable 34 Status badge 6 T Top Ten Creating or Modifying 27 Enable 26 Overview 25 Who can create 27 W Web Administration 12 How to Access 12 Options 12 L4U Software Ltd L4U Software Ltd L4U Software Ltd
6. N E W FEATURES in Enterprise Elite 4 2 L4U Software Ltd Copyright This manual and the software described herein are copyrighted with All Rights Reserved Under the copyright laws the text and illustrations in this guide and the software included with L4U Library Software products may not in whole or in part be copied photocopied reproduced trans lated or converted to any electronic or machine readable form without prior written consent of L4U Library Software a division of SRB Education Solutions Inc Copyright 2010 SRB Education Solutions Inc All Rights Reserved Worldwide Trademark 4D 4D Server 4D Runtime and 4th Dimension are trademarks of ACI US Inc and ACI Macintosh TM is a registered trademark of Apple Computer Inc Windows 95 98 2000 NT ME XP Vista amp Windows 7 are registered trademarks of Microsoft All other trade names are the registered trade mark of their respective holder Introduction Introduction Welcome to L4U Library Software Library Management Made Easy The staff at L4U Library Software thanks you for your purchase We are confident that you will find our software to be a valuable tool in ensuring the efficiency of your library oper ations About this Manual This user guide describes the new features in Enterprise Elite v4 and complements the L4U Users Manual and the L4U Web Manual Some of the features in this guide are location specific and only apply to Enterprise users
7. No Processing UTF 8 Scheduling 7 a CR LFo Comma Time of Day to run 02 00 00 Record Separator CR LF_ Field Separator Comma v Frequency 1 day s 7 Update Existing Client V Skip First Record Results Remove Quotes on Field Data Last Run Never 4 Records Imported N A V Generate new Client Code on empty field Import Errors N A Remove Extra Spaces at end of Data For Global Batch Imports 1 From the Admin Utility Go File gt Preferences 2 Click Advanced 3 Click the Batch Import tab 4 Go to Scheduled Batch Import on page 40 For Location only Batch Import From the Admin Utility Go Authority Files gt Locations Open the desired Location Click Preferences Click the Batch Import tab Go to Scheduled Batch Import on page 40 Se EO SK ER 39 New Features in Enterprise Elite 4 2 40 1 2 3 Scheduled Batch Import Ensure Enabled is selected Under Settings Click Browse to Select the Import Folder location In the open dialog Locate and Click the appropriate folder Click Open Note All files in this folder will be imported using this Schema s settings 4 If patron pictures are available Click Enable Picture Import If not proceed to Step 6 5 Click Browse to Select the Picture Import Folder location Please refer to Importing Client Pictures on page 335 in the L4U Users Manual for more information 6 Select the app
8. amp YOU as they are excluded keywords Since one word remains ME L4U per forms a contains search in the Title Authority keywords for all the Titles that contain ME L4U s iPAC now has two features to help patrons locate these materials Keyword and Phrase Searching The library patron has the option to toggle between Keyword search results as L4U has always worked and a Phrase Search Click by Phrase or by Keyword to achieve the desired search result Chapter 1 For the Library Patron Double Quotes To use this feature from the Quick Search screen put Double Quotes around your search term This type of search treats the entire phrase as a single word This is simi lar to Google searching where you need to find a specific phrase within a field e e g CAT AND will return Cat and the Wizard The and Cat and mouse in a haunted house Note These Authority Search Enhancements are implemented for Subject Title Author Series and Editor Illustrator type searches only Top 10 oO ee eS ae Keyword Sounds Like Subject Title Author Series SUZANNE COLLINS Football s top 10 Explorers quarterbacks View more This feature will allow your patrons to explore your collection with reading sugges tions by popular Titles Authors Subjects and Series New Items are also shown and the librarian can create and modify their own Award Winners and Recommended Reading lists Access to these features is controlled by the li
9. Overdue Letters Click OK at the confirmation dialog box Using Overdue Letters in Freedom Using Overdue Letters in Freedom is easy Select the Patrons the date range of the Due Dates and any other features that are needed To do so p k aA D Ak A aidi aa kaka d nk kk kikan Overdue Letter Options Nick Come al CNS Date Range 1 1 2006 JF 9 30 2013 JE Clients Increment Client Notification Count All Clients with Overdue Items Marked Clients with Overdue Items Any Mark Z Print each Client Letter on a separate page Z Show book covers Overdue Letter Templates Letter Template Name Created by Date new JS letter c0002 7 26 2013 L4U Base Overdue Letter Template Parent L4U_OVRDLTR 6 13 2013 L4U Base Overdue Letter Template Student L4U_OVRDLTR 6 13 2013 From the iPAC screen Login to Freedom Click Overdue Letters Check Include Communal Locations if materials from Communal Locations are desired on the letters Please refer to Communal Locations Choose which Client selection to use All Clients with Overdues will print letters for all clients with overdues Marked clients with overdue items will print letters for only those clients that are marked Either leave the default of Any Mark or select a specific mark from the drop down list Set the Starting Date and Ending Date Modify or Select the following options Increment Client Notification C
10. Please refer to Top 10 on page 25 for more information on these features Batch Import Librarian access to the Batch Import feature is available via this tab Federated Search Local control over what Federated Searches are available and their configuration options are accessed via this tab Please refer to Federated Search on page 17 in the L4U Web Manual for more information on Federated Search Web Settings Currently the only options here are for interlibrary Book Review access Please refer to Book Review Location Preferences on page 10 for more information on these features Communal Locations Materials in an EBOOK location are visible to all locations via iPAC searches The Communal Location has this benefit but allows for more control to the Librarian Homerooms that are given access to the Communal Location can administer that location in addition to their location That means materials in that location can be cir culated to any patron that belongs to that location In addition items that belong to Communal locations will automatically show up in iPac Searches e Circulation searches The Report Wizard in the Admin Utility for Overdue Reports Overdue Email notices and Overdue Letter e Items Out Report for both Freedom and the Admin Utility Freedom Overdue Letters To create a Communal Location 23 New Features in Enterprise Elite 4 2 1 2 From within the Admin Utility 4uthority gt
11. Restart the L4U Server Dn Be To access these reports From the iPAC screen Login to Freedom Click Reports Under Statistics Select the desired report Click Continue Select the desired attributes from the variousdrop down lists Click Generate Report SY Oe we NS Note Statistics are calculated at 2AM every morning Circulation Statistics This report lists the total circulations by specified date range for the location s Loan Types Sort the results by Loan Type Code Loan Type Name or Total Circs Inventory Statistics These inventory variance reports are used when an inventory is active Please refer to the Inventory chapter in the L4U Web Manual for more information Searches and Item Clicks These reports generate statistics on Searches or Item Clicks by time period and by grouping with various options and sorts Item Clicks are counted when a patron opens an item in the iPAC eBook Report This report provides the librarian with statistics on their eBook material quan tities useage and other useful information More information on this eBook feature is found on page 12 Freedom Search Update How does it work Searching on certain fields has changed in Enterprise 4 x and above e Subject and Title field searches are now a CONTAINS search e All other fields function as they have in the past except Keyword see below are a STARTS WITH search unless you prefix the search string with the L4U wildcard This ch
12. bar Ifyou are creating the E all item at this point or have a een r aa ae aw Middle Schooi made any edits L4U will inform you that it has to be saved first 6 The MARC record of that item will display 7 Click Go Back to return to the previous screen Freedom Circulation by Homeroom The librarian can select patrons for circulation from an onscreen list via the Home rooms button in the Circulation dashboard Google Close Search Homerooms Homeroom Studebaker Smith Henshaw Sec Grade 10 s Please select the Patron you wish to load 29 New Features in Enterprise Elite 4 2 Freedom 30 This can be considered an electronic version of the class list printout so many librari ans use at their circulation desk To use this feature 1 While in Freedom Circulation not Basic Circulation Click the Homeroom button the sidebar 2 From the Search window perform one of the following steps to access the patron list ve Click the desired Patron Click View All Homerooms displays a list of all your avail able homerooms Show Hide Homerooms toggles between the patron list or homeroom list Code or Name field enter the desired Homeroom Code or Homeroom Name respectively and the Click the appropriate Search button 4 Proceed with Circulation Note L4U will automatically display the list of the last Homeroom patrons to speed up circulation to the same class Repo
13. eResources are now more strictly defined A item is defined as an eBook if one of the following conditions is true 12 Chapter 2 For the Librarian Belongs to the eBook Location e Has a Resource that is checked as an ebook Belongs to a Loan Type that contains ebooks e Belongs to a Media Type that contains ebooks When an eBook link is clicked the click is recorded L4U performs basic counting for limiting distribution of this item The book is again available for download once the loan period expires There is a report available to show the eBook Clicks please refer to page 35 The L4U Application Specialist can allow access to ebook resources to everyone by enabling Allow Public eBook Download in Global Preferences gt L4U iPAC gt Search Options PDF Labels Easy Labels is now called PDF Labels PDF Labels allows L4U to avoid potential printing issues in the default internet browser Almost every internet browser has a different way for the end user to configure page margins L4U now prints the label template to PDF which guarantees a proper layout of labels on the label stock All that needs to be determined is the initial print position In other words the top and left printer margins PDF Labels has the Printer Calibration Wizard to help determine these values Enterprise Elite 4 1b includes new Master Templates These Master Templates are read only and include e Acquisitions amp Library File Barcodes New templates a
14. to determine whether they all are RDA or non RDA 19 New Features in Enterprise Elite 4 2 CheckMarc Enhancements AMICUS AMICUS is a free MARC catalogue listing the holdings of libraries across Canada L4U s CheckMARC feature can search AMICUS if desired It is not necessary to have an account with AMICUS to retrieve records from their service More cata logues are searched when you have an AMICUS Account Please refer to the Library and Archives Canada for more information on AMICUS Their website is http www bac lac gc ca eng Pages home aspx 20 Note AMICUS Search in CheckMARC requires Microsoft Visual C 2008 SP1 The AMICUS in CheckMARC feature is first enabled in Global Preferences and affects all Locations To do so 5 Libraries installed on the L4U Server The installers are supplied with the L4U Enterprise Elite 4 Server install CheckMARC Searches to Use From the L4U Admin Utility See eae aed File gt Preferences jasper Ore om Click MARC Click Search AMICUS If desired Enter your AMICUS Account credentials via the AMICUS Options button If another Import Template is desired for AMICUS imports Select that tem plate from the Import Templates to Use gt AMICUS Template Click Save to exit Preferences Using AMICUS in CheckMARC Using AMICS in CheckMARC is no different than using one of the other Check MARC search locations Click on the AMICUS tab to view the search results For more i
15. x y e Raa a eka Pdk h eS 13 RDA S UDDOLE lt s cate pec K l pole EW DANA 16 CheckMarc Enhancements AMICUS 20 OverDrive Support 0 2 0 KK KK KK KK KK KK 21 Enhanced Loan Type Graphics 22 New Location Preferences 0 000005 22 Communal Locations 0 0000 RR 23 Library File Recycle Bin 02 05 24 Top LOR ar n Maneye R ALE apo NE K ask 25 Item Histories in Freedom 0000000 28 Bookcovers Add Your Own 00005 28 MARC Record View 000 cece KK eens 29 Freedom Circulation by Homeroom 29 Freedom Report Enhancements 30 Overdue Letters in Freedom 0 00000 32 Quick Reportsisec 5 toe eek A yA N ee 2y 34 Statistics Reports 0 0 2 0 KK KK KK RR KK ee eee 34 Freedom Search Update How does it work 35 Chapter 3 For the Technician For The Technician 00 eee 38 New Features in Enterprise Elite 4 1b CHAPTER 1 FOR THE LIBRARY PATRON Book Reviews Authority Search Enhancements Top Ten Popular Materials Top Ten Recommended Reading amp Award Winners Item Status Badge amp Other New Features Federated Search Enhancements New Features in Enterprise Elite 4 2 L4U Enterprise Elite 4 New Features For The Library Patron Enterprise Elite 4 has new features that engage the Library Patron and allow them access to more se
16. Book of ghosts 10 11 2013 11 30 40 000109 000109 1570642729 Muttketeer 10 11 2013 11 30 40 000108 000108 1570642745 Mutt in the iron muzzle The 10 11 2013 11 30 40 000106 000106 0440415462 Dr Dolittle 10 11 2013 11 30 40 000103 000103 0688066046 Princess and the goblin The 10 11 2013 11 30 40 000102 000102 0786842342 Disney s the parent trap 10 11 2013 11 30 40 003905 003905 0060278129 Gadget The 10 11 2013 11 38 17 028489 028489 0786810998 Loch 10 11 2013 11 38 18 ET ERAN u od wa Subset show all Query Order by Delete Restore d Login to L4U Admin Utility Go File gt Utilities Click the Special tab Click Library File Recycle Bin e A list of deleted items will appear Select the desired Location from the Location drop down if enabled Chapter 2 For the Librarian 6 Locate the records to be restored using the Query or Order by buttons or scroll and highlight 7 Click Subset to make the highlighted records the current selection 8 Click Restore 9 Click Yes if this is what you really want to do 10 Click OK at the Recovered Record alert Note It is recommended to weed the Recycle Bin as part of the year end process or at other appropriate times Top 10 The Top Ten feature allows your library patrons to easily view new materials via the most popular titles authors subjects and series Recommended reading and Award Winners can be selected by the librarian and updated when desired The Top Ten fea
17. Enterprise Elite 4 includes new Tags to support the MARC savvy librar ian L4U will import the new MARC Tags and the recommended RDA Tags when upgrading to Enterprise 4 Chapter 2 For the Librarian There are other RDA MARC tags and you are able to select which L4U field the RDA Data is placed using your own RDA Import Template or modifying the new Default RDA Template Also other relevant RDA Tags i e 336a 336b 337b 338a 338b etc will be mapped to the L4U Field Notes 30 and up In addition to the new tags there are new media terms descriptors for the 336 337 amp 338 that the librarian may wish to include in their Media File The Term and Codes List for RDA Content Media and Carrier Types can be found at the Library of Con gress website For more information on MARC Tags and How to Import Templates please refer to Chapter 21 MARC Records in the L4U User Manual New Tags in Enterprise Elite 4 Tag Description 258 Philatelic Issue Data 336 Content 337 Media Type 338 Carrier Type 344 Sound Characteristics 345 Projection Characteristics of Moving Image 346 Video Characteristics 347 Digital File Characteristics 363 Normalized Date and Sequential Designation 365 Trade Price 366 Trade Availability Information 368 Other Attributes of Person or Corporate Body 370 Associated Place 371 Address 372 Field of Activity 373 Associated Group 374 Occupation
18. For example a librarian can con trol which locations have access to her book reviews This feature is Enterprise only as Elite is one location only and is not applicable It is assumed that L4U Enterprise Elite is installed A quick overview of the product is available in the Quick Start Guide Note L4U documentation assumes you have a working knowledge of your operat ing system and its conventions including how to use a mouse standard menus and commands You should also know how to open save print and close files For more information on these techniques consult the documenta tion that came with your computer Paid versus No Charge Features Enterprise 3 x refers to any L4U Enterprise v3 2 or later installation Enterprise 4 x refers to the enhanced paid upgrade of L4U Enterprise All Elite 4 installations include both the No Charge and Paid features No Charge Upgrade PDF Labels New RDA Import Template Mark e New RDA Custom Tags e Option to strip extra local holdings on Library File export e Client Patron Batch Import process upgraded limited functionality in v3 3 e Updated New Skins e iPAC Authority Search Enhancements Paid upgrade New Features for the Library Patron are discussed in more detail starting on page 3 Item details now show the status of all copies of an item e Copies available display now takes reserves into account Book Reviews New Features in Enterprise Elite 4 2 The following Paid Features ar
19. Library File Locate the desired item Open the record Click Histories in the Library File toolbar Click Display Item History to view this item s circulation history or Click Hide Item History to collapse the list Bookcovers Add Your Own 28 L4U has the ability to add your own bookcover file to the item record This is performed from within the item record in Acquisi tions or Library File Keep the graphic small preferably 20 to 30Kb or 200x300 pixels in size This is a two step process Outside of LAU locate and save the graphic and then import this graphic into LAU To do so 1 Log into Freedom 2 Click Acquisitions or Library File depending on where the material is currently located 3 Locate the item that needs the new bookcover 4 Open the item 5 Click the Resources icon in the toolbar or scroll to the bottom of the screen Chapter 2 For the Librarian 6 Click Browse e Navigate to where the graphic was saved select it and Open it 7 Click Save to save the record The bookcover does not show until the record is saved and reopened MARC Record View It is now possible to view the MARC Record in Freedom Previously this view was only available in the Admin Utility or when viewing the Item Detail in the iPAC To view the MARC Record in Freedom From the iPAC screen Login to Freedom Click Library File or Acquisitions Locate the desired item Open the record Click MARC from the Tool
20. Locations Click Add Click Yes at the Communal Location dialog box The Communal Location will be created for you with the location code pre set Ifyou click Cancel and you don t have an eBook Location L4U will ask if you want to create an eBook location Enter a Name Edit the Preferences Click Save For more information on Location Preferences please refer to Location Control File on page 17 in the Enterprise Administrator Manual New Location Preferences are discussed in New Location Preferences on page 22 in this manual Add this Location to the Homerooms that need admin access so they can create and administer materials in that Location Library File Recycle Bin LAU Enterprise Elite 4 includes the ability to restore deleted records This feature is accessed in the Admin Utility and applies to the Library File deletions only It is important to contact the L4U Application Specialist or the District Librarian as soon as possible after the incorrect deletion has occured To restore deleted records 24 fe Ge a 4U Library File Recycle Bin E0R 0 of 12K ted UNA r TSBN13 Location Title anni ans 1564585492 SSH Things on wheels 10 11 2013 11 30 40 000107 000107 1551432641 SSH Man in the moonstone The 10 11 2013 11 30 40 000101 000101 0448407361 SSH Secret garden The 10 11 2013 11 30 40 000104 000104 0786840722 SSH Beauty ard the Beast 10 11 2013 11 30 40 000110 000110 0590461605 SSH Bruce Covlle s
21. Settings other than Method to Apply unless instructed by L4U Technical Support or this docu mentation Make the desired changes from the Label Settings window e Field Name Select the field from the drop down e Font Family Select the font from the browser supplied font list e Font Size Most users will find 10 to 11 point to be optimum e Alignment Select Left Center or Right as appropriate e Column Ensure this is set to Both Note Labels with the Barcode Field The Barcode field is special It occupies two rows to accommodate the actual barcode You can place this field in any row as long as the row below it is empty To do this select Please Select for all five columns Also 15 Point should be fine for most modern laser printers although it is recommend to test your selected font size g Plense Select S lense Select i Click Verify label size to ensure the changes will fit in the label cell Click Save As Enter anew name for this template and Click OK Click Home to return to the PDF Labels home page 15 New Features in Enterprise Elite 4 2 The other buttons are Save to save your changes to this template e Save As allows you to save your edits as a template with a different name Save as Default to save your changes and make this the default Barcode Spine label as applicable e Reset to discard the edits and return the template to it s last saved state e Preview PDF to pr
22. V Award Winners Popularity calculation Period 180 days From within the Admin Utility Go File gt Preferences Click Top Ten Click Enable Top Ten Lists e This has to be enabled for Top Ten to work Available Lists Enable or disable the desired lists by checking them on or off Enable Availability Display If enabled L4U will display In or Seer Out badge on the item Once the above settings are configured Click Use Location Pref erences For Top Ten Settings if it is desired to push these settings to all Locations Warning This will overwrite any customized Top Ten settings in the Locations N Click Save Re open Preferences Click Top Ten Under Popularity Calculation Settings Enter the desired time frame for these settings or accept the default value Click Run Now Click Done when L4U has finished building the Top Ten lists Click Save Note The Popularity Calculation Settings can take some time on a large datafile e g 45 minutes to an hour Schedule the start time accordingly Chapter 2 For the Librarian Homeroom Web Privileges and Top Ten Settings After the Top Ten features are enabled in Global Preferences the L4U Application Specialist or District Librarian can determine who can modify the Top Ten Lists This is accomplished in the Homeroom Web Privileges To do so Mallow Speci allow Overdue Items Z Show Hidden Items Mallow Renewal with unpaid Fines In the L4U Admin Uti
23. anges the search from a STARTS WITH to a CONTAINS The L4U wildcard is the sign 35 New Features in Enterprise Elite 4 2 e How Keyword searches depends on the Keyword Search setting in Global Preferences gt L4U iPAC gt Search Options gt Keyword Search settings If both options are No then Keyword searches are always EQUALS i e An Exact search 36 CHAPTER 3 FOR THE TECHNICIAN Added POP3 SMTP SSL Support Backup Failure emails Location Batch Import 37 New Features in Enterprise Elite 4 2 L4U Enterprise Elite 4 New Features For The Technician The key new features in Enterprise Elite 4 for the IT Department are documented below Enhanced eMail Protocols Enterprise Elite 4 includes SSL and TLS support This allows the use of email provid ers such as GMail or other email providers that require these protocols For more information on configuring these settings please refer to Email on page 52 in the L4U Users Manual Email Direct Update Advanced Batch Import Email Address _ fancypantslibrarian gmail com Incoming POP3 Email Settings Outgoing SMTP Email Settings POP3 Server pop gmail com SMTP Server smtp gmail com POP3 Account ffancypantsibrarian gmal con T7 SMTP Account fancypantsibrariant gmail com Password Ree Password PRR 7 Use SSL TLS 7 SMTP Authentication Required Use SSL TLS Backup Email Settings v Use SSL TLS Send Email Confirmation Er
24. arnings about possible loss or damage of data General Tips amp Tricks in L4U Please consult the L4U Users Manual or the L4U Web Manual for Tips amp Tricks when using the L4U Product New Features in Enterprise Elite 4 2 Company Profile LAU Library Software has been developing library automation software since 1985 and our Management Team has been working with the educational marketplace since 1980 The L4U product is the result of countless suggestions from users prospects and librarians from all over the world L4U Library Software offers a complete range of products and services designed to meet the needs of the K 12 school library marketplace All items are available in either Windows or Macintosh configurations e L4U Enterprise Our main product is L4U Enterprise This is a platform independent school library management system designed for the K 12 mar ketplace L4U Enterprise is a set of features designed for use in a centralized environment such as a school district This solution consists of the L4U Enterprise Admin Utility software and L4U Freedom e LAU Platinum Elite Platinum Elite is targeted for smaller installations and is ideally suited for this environment L4U is sold in either Single User Standalone or Multi User Network configurations and supports Windows XP Vista 7 or Macintosh OS 10 Intel Only or greater operating systems e L4U Add Ons In addition to the L4U software we offer additional prod u
25. brarian For more infor mation on how to configure Top Ten see Top 10 on page 25 To use the Top Ten features 1 From the iPAC screen do one of the following e Click the desired tab The Top Ten Popular Items is the default tab but the other tabs are available Recommended Reading and Award Winners may not be visible and are controlled by the librarian New Features in Enterprise Elite 4 2 e Click the desired item This will open the record in the Item Detail View e Click the Next or Previous Arrows More records will appear that match the current tab you are in 2 To view more items in the desired cate gory Click View more The Next or Previous Arrows will display 15 items at a time 3 Click the Plus sign beside the item to expand the selection Other iPAC Enhancements Other enhancements in the iPAC allow the patron to identify which materials are avail able and what loan type it is The enhance ments are visible from the Top Ten lists and in the Item Detail view These enhancements include lt e Status badge Identifies if the mate lt s Available Copies Available Reserves Waiting List 1 Total Copies rial is currently in the library or out and not available Loan Type graphic Choose from a collection of new icons included in Enterprise Elite 4 These enhanced graphics look great in the iPAC and allow the patron to identify material type Please refer
26. cts for use with L4U Advanced Bookings is a more robust and feature intensive version of LAU designed to facilitate the needs of a District Resource Centre or any other site requiring long term reservations and shipping controls e CheckMARC is a MARC record collection from which you can search and obtain MARC records CheckMARC is used directly from the Acqui sitions area within the L4U program and is purchased as an online sub scription Support Packages L4U Software provides various support packages which include options such as email fax phone and online technical support Some support packages also contain product patches and upgrades Training Product Training is available in a variety of formats Online train ing is available via a web connection as individual or packaged modules Pre viously recorded training CD s are available on a variety of topics Certified trainers are available for on site training or in house training e Conversions Convert existing library management systems MARC MicroLIF ASCII exports to L4U format L4U Library Software can convert most automation systems to L4U without rebarcoding or re entering your col lection Process and pricing vary depending upon the format of your current data Scanners Printers and Consumables Barcode Labels of various sizes and formats Label Protectors Client Cards Barcode Readers and Printers Porta ble Inventory Scanners and Slip Printers are also ava
27. culation Totals Same as above with the addition of the total circulation count e Collection Analysis by Dewey or Loan Type with Circulation Totals and Aver age Age All the options available for the report The Analysis Report will summarize the Total Number of Unique Titles for this Loca tion the Total Number of Copies for this Location and the Average Age of Entire Col lection Dewey collection analysis is pulled from the Dewey Field and grouped into 100 s or 10 s as selected For example 000 all Deweys that start with 0 010 all Deweys that start with 01 100 all Deweys that start with 1 200 all Deweys that start with 2 To use the Collection Analysis Report pe Ieee Collection Analysis Report HVE Hillview Elementary x All Locations Location Select a Report Type Collection Analysis by 100s Collection Analysis by 10s O Collection Analysis by 100s with Average Age of Collection Collection Analysis by 10s Average Age of Collection Collection Analysis by 100s with Count of Circulations Collection Analysis by 10s with Count of Circulations Collection Analysis by 100s with Count of Circulations and Average Age Collection Analysis by 10s with Count of Circulations and Average Age Search by Select a Query Mi Export Source Export to PDF Exportto tt file tab delimited Date Range pa El All Dates by Default Select Sort Order Division
28. e discussed in more detail in New Features for the Librarian starting on page 9 Master Records Picture Library for Loan Types Web Based Admin Area Homeroom amp Control File Management on the Web New Availability Icons RDA Automatic detection Library File Recycle Bin Location Based Circulation Sounds selection AMICUS search option in Check MARC lookup Overdrive Authentication Wikipedia Federated Search Learn 360 Support Location Specific Holiday calendars Location Managed Federated searches Communal locations Enhanced support of Electronic Resources i e E Books etc Message Center for L4U Administrators Book Covers included in Overdue Notices PDF Labels Top Ten Overdue Letters in Freedom Ability to Add bookcover from a picture file Added ability to hide patron details in Freedom Basic circulation Freedom Quick Reports Collection Analysis Report Item histories in Freedom library file Manual selection of MARC Import Templates in Freedom Acquisitions Client Patron Batch Import process upgraded full functionality in paid upgrade Freedom Circulation by Homeroom The district technician or the district librarian will enjoy the following features start ing on page 37 POP3 SMTP SSL in L4U Client Patron Batch Import process for automatic importation Notational Conventions Dialog box names options menu names button names and menu commands will appear in talic type Case sensitive characters that ar
29. e required to be typed as is will appear in Bold Introduction e Shortcut options may be provided and will appear in square brackets Exam ple Ctrl 1 e Navigating through the menus will be represented with the gt symbol Example Choose File gt Import File means select the sub menu Import File from the File main menu Keyboard Conventions Names of keys that you type will appear in SMALL CAPITALS Example TAB and SHIFT e While in the L4U Enterprise Admin Utility the DOWN ARROW on the key board starts a Search or Query For example in Power Search L4U will start the search once the DOWN ARROW is pressed A drop down list may appear To proceed click on the desired item in the drop down list This is not the case for L4U on the Web e A plus sign between two key names means that you must press those keys at the same time Example Press ALT TAB means that you hold down ALT while you press TAB You can choose menu commands by pressing the key combination listed next to the particular menu command For example in Windows CTRL Y or in Macintosh Y may be used to reach the circulation screen These are referred to as shortcuts Icons The following table describes the icons that are used throughout this manual Icon Description Notes contain explanations of possible results or alternative methods of performing a task These notes may also suggest best practices Contains w
30. es in Show Item Reviews to allow Book Reviews 4 Other options are Display Reviewer s Name Leave this as No for anonymous reviews e Require circulation for review Enable this to ensure the patron has actually circulated the material 5 Click Save to exit Global Preferences Book Reviewers amp Moderators Who can place reviews and who can moderate them is configured in Homeroom Priv ileges A patron can place reviews moderate reviews or both To do so In the Admin Utility select Functions gt Homerooms Open the desired Homeroom Click Web Privileges Click the desired Book Review options to enable them Click Save to save edits in Web Privileges Click Save to exit Homerooms Au Pw Book Review Location Preferences The librarian can restrict or allow the OT the Enterprise installation The loca ly ERAS AS a A i tion must have a copy of the same Admin Barcodes Miscellaneous Holidays amp Sounds Top Ten Batch Import Federated Search Web Settings Reviews Be BE item for the review to appear in the Hane tence bee Soa j P Make locat i isibl ther locatis Giesi No Item Detail screen in their iPAC RE ey GI 10 Click Preferences Sor eee ae Click the Web Settings tab Click the desired options to enable them Click Save to save edits in Location Preferences Click Save to exit Locations Management Chapter 2 For the Librarian In the Admin Utility select Authority Files g
31. eview the last saved version of the template Adjust Label Layout PDF Labels can allow for some minor changes to margins and other label dimensions to fine tune the printing Please remember These edits are not supported by L4U e Make your desired edits on a copy of the template However you can make one change in the Adjust Label Layout that L4U does support and that is Method to Apply This setting determines where L4U breaks the Local Call Number when printing Spine Labels To Adjust a Label Template 1 From the PDF Labels main window select the desired template from the drop down list 2 Click Advanced 3 Click Expand 4 Select one of the following options from Method to Apply Break on Space LAU breaks the Local Call Number on the space Break on Period Everything before the Dewey period prints on this line and everything after the period prints on the next line Break on Period and Space Combination of Option 1 amp 2 above 5 Ifyou edited any other option in Adjust Template Settings Click the Verify Label Size 6 Click one of the buttons at the bottom of this page to Save your edits or not as appropriate Note Please do not modify the other values or fields in a PDF Label Template If a custom label template is required please contact L4U at 800 667 3634 for a quote on custom template creation RDA Support 16 L4U Enterprise Elite 4 supports Resource Description and Access RDA MARC Tags Also
32. exit Location Preferences This will be the Default Schema This is all that is required to configure the scheduler if no other schemas are required Click Save to save the changes to this Location Warning When using the Update Existing Client Data option fields will be over written with the data in the imported file In other words Import does not append to a field it overwrites the contents of that field Schema Management New Schema A Default Schema is automatically created the first time the Batch Import is config ured and saved It is possible to have more than one schema and manage them sepa rately The following steps will create a new schema in a specific location but these steps are the same for a Global Batch import To create a new schema 1 2 3 4 From the Admin Utility Go Authority Files gt Locations Open the desired Location Click Preferences Click the Batch Import tab The settings for the last saved Schema are displayed 41 New Features in Enterprise Elite 4 2 42 5 ek N A Click New Schema to save the current settings and enter a Name for those set tings Click Ok Make any desired edits Click Save to exit Location Preferences Click Save to save the changes to this Location Schema Management Modifying a Schema Modifying a Schema is very easy as edits to the currently selected Schema are saved when the Batch Import is saved when exiting For example 1 KS H919
33. g spot or some other unknown error Check your mea surements and printer and start the Wizard again Using PDF Labels Using PDF Labels hasn t changed from Easy Labels other than the Starting Label option Specify which label position to start printing is now on the PDF Labels main screen and not in Print Preview For more information on Using PDF Labels in Free dom please refer to EZ Labels on page 103 of the L4U Web Manual Using PDF Labels in the Admin Utility is discussed in Easy Labels on page 210 of the L4U Users Manual Chapter 2 For the Librarian Modifying PDF Labels Modifying PDF Labels is easier in Enterprise Elite 4 1b The new templates cannot be modified but there is a process to save a new copy of the template and incorporate the desired edits Keep your edits simple The following features of a Label template can be modified by the end user and are supported by L4U File Name amp Description e What fields appear on the template Font Family Font Size e Alignment To modify an existing template 1 2 From the PDF Labels main window select Barcode or Spine Select the desired template from the drop down list e For example it may be desirable to modify one of the new Master Templates to reflect the district s standards However it has to be saved as a different name as Master Templates are read only Click Advanced Click Expand Do not modify any settings in the Adjust Template
34. he OverDrive checkbox 4 Click Setup button for OverDrive 5 Enter the OverDrive supplied cre dentials 6 Click Save 7 Click Save to exit Global Prefer ences If certain patrons are authorized to login to the Overdrive website please enable Allow Clients to login to Overdrive in the patrons Homeroom Login Settings 21 New Features in Enterprise Elite 4 2 Enhanced Loan Type Graphics Loan Types are the most important of the Control Files as they are responsible for the circulation peri ods of library items New to Enterprise Elite 4 is the ability to select a graphic from a library of installed icons to differentiate parts of your collection This high quality graphic can appear in the iPAC helping patrons to locate the material they re looking for To enable this feature In the L4U Admin Utility Go File gt Preferences From the L4U iPAC but ton Click Search Options Fi eee O S EE kookt ETa Click Yes for Show Loan D AEE S Kura a Typ e Te Ons Default Search Result Display Authority Item Click Save to exit Prefer ences Adding a Loan Type icon to a Loan Type If a Loan Type icon is to be associated with a Loan Type it can be assigned in the Loan Type File To assign a Loan Type icon to a Loan Type 1 r Authority Files gt Loan Types YP j oan ype Management Locate the appropriate loan ms jan Type Code SSH NF Re type record Wa Name Studebaker Smi
35. ilable from L4U Library Software Introduction L4U Resources There are several resources available to assist you with the L4U program To com pletely understand and utilize all the functions and features available we recommend you take advantage of these resources Context Sensitive Help Context Sensitive Help is available throughout the iPAC and L4U Freedom wherever these icons appear Click this E icon to display the relevant information in the L4U Manual a Help Support Packages In a continuing effort to provide the best customer service possible we offer a choice of support packages They include options such as toll free phone support free upgrades remote access for problem solving and access to tech notes If you have purchased a support package details are provided with your software package If you are interested in purchasing support and would like information and pricing contact Sales L4U com Web Site L4U users can keep up to date on the latest releases and news by visiting our web site Useful Tech Notes and Frequently Asked Questions FAQ s can also be accessed from the web site Visit us anytime http www L4U com Client Corner Client Corner is a limited access area of the L4U Website http www L4U com Cli ents with valid Support Packages are issued user ID s and passwords to view these pages Information such as current software releases Quick Tip Archives Tech Notes and account infor
36. inventory Statistics Freedom qv Charges R port Loan Types File C Bearches N C Media File fitem Clicks 2 Click Reports C Department File eBook Report 3 Under Quick Reports Select the amp preferred file Eq Continue 4 Click Continue 5 Select the desired Report tem plate from the Reportdrop down list 6 Ifa search is required to narrow the report results Select the Field from the Report On drop down and enter the search value 7 Click Generate Report Statistics Reports L4U Freedom has a new reports sec tion devoted to Statistics In addition to the standard Circulation Statistics by Loan Type amp Inventory variance reports new reports relating to patron s use of the iPac amp eBook joe Select a Report Tne useage Enable Statistics must be ort rey enabled in Global Preferences for Report Client File these reports to function Please con so erees 50r peace tact the District Librarian or the L4U Application Specialist if you do not have access to Global Preferences lt ET S B k Statistics Circulation Statistics C Inventory Statistics Searches Item Clicks Department File eBook Report To Enable Statistics 34 Chapter 2 For the Librarian From within the L4U Admin Utility Select File gt Preferences Click L4U iPAC button Click Search Options tab Click Yes for Enable Statistics Click Save
37. kw Sort Ascending Sort Descending From the iPAC screen Login to Freedom Click Reports Under Item Reports Click Collection Analysis Report Select the desired location from Location drop down if you have access to more than one e Check All Locations to report on the entire collection if you have access to All Locations Select a Report Type Please refer to the list on page 30 Select a Saved Query if desired Please refer to Query In Library File on page 116 in the Data Management chapter in the L4U Web Manual 31 New Features in Enterprise Elite 4 2 7 10 11 Select a destination for the Report These options are explained in more detail on page 32 in Destination of the Collection Analysis Report If Count of Circulation option is selected a Date Range can be entered if desired Select the Sort Order if Division is not preferred Select the Sort direction Click Generate Report to produce the report or Go Back if this is not the correct report Destination of the Collection Analysis Report L4U will perform two different actions when the report is generated depending on what option is selected in Export Source Destination If Export to PDF is selected 1 L4U will Alert the user to the number of records to be processed If this is a large number e g gt 50 000 records it is desirable to run the report at the end of the day Click OK Click Download Report L4U will open the PDF report in a
38. lity Go Functions gt Homerooms Open the desired Homeroom Click Web Privileges Check the desired options Click Save Click Save to exit Homerooms Oy On ee M Ta Adding Materials to the Top Ten Lists It is easy to add or update the Recommended Reading or the Award Winners To do so From the L4U iPac screen Login to Freedom Click Library File Click Top Ten Lists Select which List to modify Select which Field to search on Enter the search criteria Click the Magnifying Glass 8 Check the desired items r en 9 Click Add the Selected Items to the Award Winners List 10 Perform other searches and modifications as necessary 11 Click Exit when fin ished to return to the Library File SV Oy di a we E 27 New Features in Enterprise Elite 4 2 Note How L4U searches in L4U Freedom has changed since L4U v3 1 Please refer to Freedom Search Update How does it work on page 35 for more information on this important change Item Histories in Freedom If Item Histories are enabled in Global Preferences it is now possible to review circu lation history for Library File items To enable Histories if Histories are not enabled please refer to Item Client Histories on page 39 in the L4U Users Manual To view Item Histories in Freedom OO ee fi 8 A E E8 From the iPAC screen Login to Freedom Click
39. ly If you are calling about an ongoing issue simply provide the incident number to any techni cian and they will be presented with the complete call history At times you may be asked to perform some tasks on the computer If your phone is not next to the computer you may have to complete the call with the technician work on the computer and then have the technician contact you again For this reason it is imperative to have a number at which we can reach you If your site has automated voice mail please ensure our technicians know how to reach you for after hours inci dents Real Time Support amp Help via WebEx Using Cisco WebEx Support Center L4U Support can deliver instant personalized remote support to users regardless of location Using WebEx L4U Support can shorten call times increase first call resolution minimize onsite service visits and reduce overall support costs WebEx services are available to all Support Packages that include call in support Table of Contents Chapter 1 For the Library Patron New Features For The Library Patron 4 Authority Search Enhancements 4 Other iPAC Enhancements 0 00000 6 Federated Search Enhancements 7 Chapter 2 For the Librarian For The Librarian 0 0 0 0 SKY 10 Book ReviewS 5 x sl x lle ku ccc eens 10 Web Administration 0 0 KK KAK KK 12 eBook Enhancements 000 e eee 12 PDF Lab lsi e
40. mation are all accessible using your password Through Client Cor ner you can request support report a program defect and enter a feature request All requests are automatically logged in L4U Library Software s internal client manage ment system and reviewed by Support and Development technicians Email Support Email is a wonderful tool for obtaining support for your L4U software In addition to a quick response time you also have the ability of attaching files such as screen shots and import files The attached information helps the technician understand your par ticular concern much faster To access our support department through email simply send an email to Support L4U com New Features in Enterprise Elite 4 2 Telephone Support Telephone support is included with most Support Packages This service can be avail able via a toll free number 24 hours a day 7 days a week Our technicians will be happy to answer any questions that you may have about your L4U software In order to answer your call as quickly as possible please have the following information available e Customer ID Library name A telephone number where you can be reached e Whether this is a new call or a previous incident If it is a previous incident please have the incident number available During the telephone support process you will be issued an incident number for your call This incident number will remain with your support record indefinite
41. nformation please refer to Cataloging with Check MARC on page 398 in the L4U Users Manual or CheckMARC in Freedom Acquisitions on page 94 in the L4U Web Manual Chapter 2 For the Librarian Other Check MARC Enhancements The librarian can now select their preferred Import Template in addition to the Master Import Template This applies to CheckMARC in Acquisitions and Importing MARC records ne Please refer to Master Import x ow ow haza ZEF Template on page 319 of the MARC Records chapter in the L4U Users Manual mn ner TA a OverDrive Support HOME TOPIC SEARCH MULTISEEK Local Library Results 0 Britannica Results 670 wikipedia Results 403 REET l I Fought with Custer Author Frazier Hunt Showing 25 of 141 Search ResultA for littl big horn at OverDri Click on an Item Title for more dersi Ewe Tn Author La Shawn B Kelley LAU supports Federated searching of your OverDrive licensed materials Overdrive configuration is accomplished in Global Preferences in the L4U Admin Utility Please refer to Federated Search on page 17 of the L4U Web Manual for more information If your organization is licensed for OverDrive useage please contact OverDrive to obtain your Search credentials To enable OverDrive support in Federated Searches 1 Inthe L4U Admin Utility Go File gt Preferences 2 From the L4U iPAC button Click Federated Search 3 Check t
42. nother window tab depending on your browser settings Print or Save the window depending on your browser Close the finished report window when finished If Export to txt file tab delimited is selected 1 L4U will Alert the user to the number of records to be processed If this is a large number e g gt 50 000 records it is desirable to run the report at the end of the day Click OK Click Download Report L4U will open the report in another window tab depending on your browser set tings Print or Copy to the clipboard as appropriate Close the finished report window when finished Note Show Log will open a Log File with the actions taken on all the items This can be a large file so expect a delay in opening this file A collection of 30 000 items will produce an on screen report of approximately 550 pages Overdue Letters in Freedom Overdue Letters can be printed from Freedom Current Overdue Letters need to be converted first before they can be used in Freedom It is assumed that Overdue Letters already exist in the current location However the upgrade to Enterprise Elite 4 1 will install two Overdue Templates automatically One is designed for the patron and the 32 Chapter 2 For the Librarian other is for the parent or guardian The Admin Utility is required to create and convert the Overdue Letter templates To do so Pee From the Admin Utility go File gt Utilities Click the Special tab Click Convert
43. ount if selected L4U will track how many times the client has been made aware of their overdues e Ifprinting overdues for multiple clients Select the Print each client on a sep arate page option or leave unchecked for a summary report containing all cli ents on a single print out Check Show Book Covers to include a thumbnail of the item s bookcover if there is one on file Select the desired template from Overdue Letter Templates e Use the L4U Admin Utility to convert existing Overdue Letter templates or create new templates 33 New Features in Enterprise Elite 4 2 8 Click Generate 9 Use the internet browser Print function to print the letters Note The Marked Clients with Overdue Items drop down list is populated by each unique instance of a mark that appears in the Client file Marks must be entered into the Clients file prior to using this feature Marking Clients is cur rently available in the Admin Utility only and will be available in a future release L4U Freedom Quick Reports Popular Report Templates from the q Ay Iw ji Har i Admin Utility are now found in i ft e gt lt E ad Quick Reports Quick Reports allow r the librarian to select the Report HS Template and optionally to search pz A li or filter for specific items To do so 9 81 Reon Quick Reports Statistics ort Library File Circulation Statistics 1 From the iPAC screen Login to Report Client File CV
44. pprove or Reject reviews by e Click the Green check or the Red X for the desired item 11 New Features in Enterprise Elite 4 2 e Click the desired item s check box and then Click the Approve Selected or Reject Selected button 5 When finished Click My Profile or another on screen option Web Administration It is now possible to create and modify Control Files Homerooms and Locations from the web The green flavoured Web Admin area is accessed from My Profile after any of the Admin Options are enabled These options are configured in Homeroom Web Privileges houn SLEET O99 Location Control File Homeroom Management Management Management To do so 1 Inthe Admin Utility select Functions gt Homerooms 2 Open the desired Homeroom 3 Click Admin Privileges 4 Select the required permissions from the drop down beside the desired function The permissions are None No access to this function If all functions are set to None the Admin area will not be visible on the web e Read Allows access to this function but cannot add delete or save e Add Allows the ability to create new items but not edit or delete existing items e Full Full access to the item i e add modify delete and save 5 Click Save to save edits in Admin Privileges 6 Click Save to exit Homerooms To access Web Administration 1 Login to the iPAC 2 From My Profile Click Admin eBook Enhancements eBooks or more accurately
45. re Avery 5160 8160 2013 amp Dymo 30336 The Avery template is for 3x10 labels on 8 5 x 11 label stock The Dymo 30336 is for use with the Dymo Labelwriter e Acquisitions amp Library File Spine Labels New templates are Spine 8x7 C 2013 Spine 8x7 L 2013 for center or left justified respectively Use this tem plate for 8x7 labels on 8 5 x 11 label stock The Avery 30332 template is for the Dymo LabelWriter spine labels e Client File Templates Client File has several new templates that support 3x10 label stock One template has the client picture and other relevant client information The other template does not have the client picture and has room for 14 digit client barcodes The Avery label templates support different print resolutions depending on the number of characters in the Client Code PDF Labels Printer Calibration Wizard The PDF Labels Printer Calibration Wizard is a new feature in L4U v4 1b that deter mines your printer margins The user must first run the Wizard before any labels can be successfully printed The Wizard only needs to be run once or if the Printer Mar gins are accidently zeroed A ruler with metric or imperial measurements is also 13 New Features in Enterprise Elite 4 2 14 required Remember to save your session when logging out of Freedom as the Printer Margin settings are saved in your current session Tips Take your time and read the directions on the screen The wizard should take no mo
46. re than 10 minutes to calibrate PDF Labels for you Proceed through the steps one at a time Restart the Printer Wizard if you get interrupted Click Home in the PDF Labels Printer Calibration Wizard toolbar to do so PDF Labels relies on the Acrobat PDF Plugin to produce the labels Ensure Actual Size is selected and not any scaled option such as Shrink over sized pages or Scale pages Note Dymo LabelWriter users There is no need to run the PDF Labels Print Cali bration Wizard To use the PDF Labels Printer Calibration Wizard 1 From Acquisitions or Library File both Freedom amp Admin Utility and Freedom Client File Select the items to print DO PWS Click PDF Labels or Easy Labels in the Admin Utility Click Calibrate Printer Select the Unit of Measurement Follow the directions one screen at a time until finished The Printer Wizard has not been to Hogwarts but it will try it s best to determine your printer s Print Margins The Print Wizard will arrive at one of three conclu sions Success You re good to go Any of the new templates supplied are available for immediate use Test your old Easy Label templates before printing using PDF Labels Warning The measurements entered are out of the Wizard s expected values but the labels may still print fine Test Page 3 printout will provide you with an answer Error Something is wrong with the printer margins or the value entered had the decimal in the wron
47. ropriate Record Separators and Field Separators from the drop down menus These are the characters that separate the individual records and the individ ual fields within the records 7 If diacritics are present in the source data select the appropriate format from the drop down list Please refer to Diacritic Import Options on page 334 in the L4U Users Manual 8 Click Configure Field Map to assign which imported data goes into which L4U Field e This is achieved by Double Clicking on the L4U Field to the right of the Data field to be mapped On the D o oO KizsLatnane screen that appears use the drop l u coe mest down list to assign the L4U field and H a panet mer Click Save re ay To skip a field during import leave the drop down list set to Do Not Import 9 Once all necessary field assignments are complete Click Save to exit the Config ure Field Map window Client Import Options 10 Review the Client Import Options ma e Update Existing Client Data Use this skip First Recor option when some or all clients already exist in the data file and you are importing a file with correspond ing client codes and new data Exam ple Student has moved and or graduated to next grade level L4U uses the client code to match the import data to the client pre existing in the L4U data file If no matching client code is found a new record is generated T Update Existing Client Remove Quotes on Field Data
48. ror Message Send Test Email Alt Confirmation Email fancypantslibrarian gmail com Error Email pleasefixmyBU gmail cam Auto Backup Alerts to L4U Support If an L4U scheduled backup fails a non interrupting alert is shown on the server con sole and an email is automatically sent to L4U support This is in addition to the Error Email address in Global Preferences Email Direct Update Advanced Batch Import Email Address _ fancypantslibrarian gmail com Incoming POP3 Email Settings Outgoing SMTP Email Settings POP3 Server pop gmail com SMTP Server smtp gmail com POP3 Account fancypantsibrarian gmail com SMTP Account fancypantslibrarian gmail com Password pers Password e 7 Use SSL TLS SMTP Authentication Required Piuse Sp TLS V Send Email Confirmation Error Message Send Test Email Confirmation Email fancypantslibrarian gmail com Backup Email Settings Alt Confirmation Email fancypantslibrarian gmail com Error Email pleasefixmyBU gmall com Batch Import Global and Location Specific It is now possible to have Patron Class lists automatically imported on a location spe cific basis separate from a Global Patron Class import This batch import feature allows for local control of special requests from the librarian For example if patron s 38 Chapter 3 For the Technician emails are stored in a local SIS sy
49. rt Enhancements Enterprise Elite 4 has many new Freedom Report enhancements Overdue Letters Collection Analysis Report Quick amp Statistical Reports are now part of Freedom Collection Analysis Report The Collection Analysis Report allows the librarian to run statistical reports based on total number of items by Dewey or Loan Type that then supplies the average age of that part of the collection In addition circulation totals can be included to provide an idea of what is hot and what is not Before running any of these reports you have the option to report on all items in the location by a saved query and or date range circu lation totals The Report Types are e Collection Analysis by ae Dewey or Loan Type Collection Analysis by 100s x n Collection Analysis by 10s Total number ofitems in Collection Analysis by 100s with Average Age of Collection Collection Analysis by 10s Average Age of Collection each category and per Collection Analysis by 100s with Count of Circulations centage of the each cate ora aana by 100 nth Coun of Cradatons and Average Age gory against the total Collection Analysis by 10s with Count of Circulations and Average Age number of items in the location Collection Analysis by Dewey or Loan Type with Average Age Same as above with the addition of the average age of each category Chapter 2 For the Librarian e Collection Analysis by Dewey or Loan Type with Cir
50. rvices that your library provides These new features are described on the following pages Book Reviews Library patrons can add reviews of library resources The patron must login to the iPAC and they add the review in the Item Details screen The patron can modify or delete their review at any time Reviews are moderated and once approved they can be viewed by other library patrons in that location and optionally in other locations Book review privileges are set in Homeroom Privileges please see Book Reviewers amp Moderators on page 10 Location Book Review options are configured in Loca tion Preferences please see Book Review Location Preferences on page 10 To place a Book Review Login to the iPAC Locate an item in the iPAC Open the item Click Review Rate this item at the bottom of the Item Detail page Enter your review and optionally rate the item Click Save Review Rating e Only the reviewer and the moderator can see the review until the review is approved by the moderator The patron s own review always shows at the top of the list ON ee Y sa Authority Search Enhancements All searches from the iPAC Quick Search page perform a KEYWORD CONTAINS and not all words are keyworded This can result in a confusing list of search results if the patron performs an authority search that consists mainly of excluded keywords For example if a patron enters ME AND YOU and clicks Title L4U in essence ignores AND
51. stem those files can be exported and then imported for that location The Location Preferences Batch Import condenses the five steps of the Import Wizard into one screen For more information on the specific features of the Client Import see Import Client Data on page 332 in the L4U Users Manual The Batch Import is available in Global and Location Preferences in addition to the Import Wizard The purpose of this is to Global Preferences This is found in Advanced and allows scheduled import of patrons from multiple locations Location Preferences L4U will look in this location only when performing a Batch Import Import Wizard This feature allows for the importation of class lists manually one at a time Batch Import allows the creation of multiple setting files called schemas The sche mas contain the what where and when of the import Files from different folders can then be imported at different times To configure the first schema for a scheduled Batch Import Admin Barcodes Miscellaneous Holidays amp Sounds Top Ten Batch Import Settings Clear Settings g _____ Clear Select Import Folder Browse 7 Enabled New Schema Wkelsoft main staffiMarkForce Admin Logging and Email Enable Picture Import Enable Batch Import Logging Send report email to Field Mapping Diacritic Processing Email Address mbssacmin midvaleschool cam Configure Field Map
52. t Locations Open the desired Location Moderating Reviewing Book Reviews Moderators manage Book Reviews from My Profile in L4U on the Web My Profile also lists the reviews and their status the user has submitted From the Moderate Reviews button the moderator can individually or batch select reviews to be approved or rejected HOME TOPIC SEARCH MULTISEEK ADVANCED MESSAGES NEW ITEMS LINKS HELP Hillview Elementary Braden Messenger HVEadmin My Profile A L4U Freedom Renewals Reserves Moderate Reviews Jf My History Date story Current Fines Other Charges Fines Histc Reviews I Review Andentasirono v e014 vending y Br E7 A ep ea ae eka Current Location HVE Hillview Elementary Status Ratina Description Records Per Page 15 2 page 1 sump to Page jl EI To moderate reviews 1 Log into the iPAC From My Profile Click Moderate Reviews 3 Select the desired tab Reviews from my Cur rent Location or Reviews from my Other Locations The Other Loca tions tab may not be available if the Location Preference setting is disabled HOME TOPIC SEARCH MULTISEEK ADVANCED MESSAGES NEWITEMS LINKS HELP Hillview Elementary Moderate Reviews Reviews from my Current Locabon AE Reviews from my Current Location Date oq Status Location Ration A load of poppycock and ger 6 2014 New e EEE ETS 4 A
53. te departments in your institution to Z Fenati determine which services you subscribe to kun oe CS For more information on OverDrive Config uration see OverDrive Support on page 21 New Features in Enterprise Elite 4 2 CHAPTER 2 FOR THE LIBRARIAN PDF Labels Book Reviews CheckMARC Enhancements AMICUS Overdrive Support Enhanced Loan Type Graphics New Location Preferences Library File Recycle Bin Configuring Top 10 Collection Analysis Report in Freedom Freedom Quick amp Statistical Reports Overdue Letters Freedom Search Update New Features in Enterprise Elite 4 2 L4U Enterprise Elite 4 New Features For The Librarian Enterprise Elite 4 builds on the existing extensive feature set of earlier versions and gives the librarian more control over their customer s experience Book Reviews Book Reviews is a wonderful tool that allows your library patrons to voice their opin ions about the items in your collection The librarian can choose which patrons can place or moderate reviews The librarian can choose to accept reviews from other locations and or supply their reviews to other locations Reviews are applied to all copies of the reviewed item Enabling Book Reviews The master switch for Book Reviews has to be enabled in Global Preferences To do SO 1 Inthe Admin Utility select File gt Preferences 2 From the L4U iPAC button click Search Options 3 Click Y
54. th Henshaw Non Fiction D ouble Click the Loan Type Zocation s ee Picture Library Click Picture Library Single Location SSH Studebaker Smith Henshaw HS W Select the desired icon from Loan Period 21 OMinutes Days Loan Period must be entered to circulate items Use either Days or Minutes the list arges Per Day 0 10 Max Fine per Item will ovenide Pr Click Load Picture e Ifthere is a picture already associated with this Loan Type L4U will ask you if you want to replace it Click OK or Cancel as appropriate Click Save New Location Preferences Location Preferences now have support for Location specific closure days Holidays Circulation Sounds and local control of the Top Ten feature Local control of the Class List Import is also available Please refer to Batch Import Global and Loca tion Specific on page 38 for more information on the Batch Import feature 22 Chapter 2 For the Librarian Holidays and Circulation Sounds The location specific Holiday schedule allows the librarian to enter days the location is closed Entering Holidays in Location Preferences is identical to the steps in Global Preferences Please refer to Holiday Management on page 42 of the L4U Users Manual for more information Note If Location specific holidays are enabled all district wide holidays have to be entered as well Top Ten Local Control Local control over what Top Ten Features are enabled can be configured here
55. to page 22 for more information on Enhanced Loan Type Graphics e Available Availability of the material is found in the Item Detail L4U dis plays the total number of copies in this copy group copies available and num ber of holds reserves against this title eBook Download Links If these materials are available in the collection L4U can show how many downloads are available and any text the librarian desires Note Copy Management must be enabled for the Availability display to function properly For more information see Copy Management on page 38 in the L4U Users Manual Chapter 1 For the Library Patron Federated Search Enhancements Federated Search in Enterprise 4 includes the ability to search more online resources Once authenticated with the proper credentials gee L4U will concurrently search all enabled Se ec el Federated Search sources In addition to EBSCO and Encyclopaedia Britannica L4U can now search Wikipedia World Book and OverDrive For more information on using Federated Search see Federated Searches on page 52 of the L4U Web Manual Woodland Elementary Library OverDrive Search Results View Results World Book Search Results View Results Wikipedia does not need a subscription but O E Hare Cae eae ae the other sites will require authentication ea eee ted i Please contact your IT Department or appro test Zena n n 7 r r Encyclopedia sritannica Z Enable pria
56. ture is available for all locations after upgrading to Enterprise Elite 4 SUZANNE Jy an COLLINS 2 Once a mouse a fable cut in wood Hunger Games The View more In addition to New Items which is part of earlier versions of Enterprise Elite Top Ten will display Top 10 circulating items Top 10 Subjects by circulation Top 10 Authors by circulation Top 10 Series by circulation L4U calculates the Popularity of an item by it s history Both Item and Client Histo ries have to be enabled for Top 10 to work properly L4U will query the Histories table in the selected time frame and build a list by Accession Number From this list the Top Authors Subjects and Series are derived Aspects of the Top Ten are modified in either Global Preferences or the Location s Preferences Modifying this feature in Location Preferences allows the librarian to decide what Top Ten features are available Global Preference settings can be pushed out to all Locations if desired overwriting any Location settings 25 New Features in Enterprise Elite 4 2 26 To enable the Top Ten Lists Use Location Preferences For Top Ten Settings General Settings Available Lists Mnable Top Ten Lists Enable Availability Display Popular Items iNew Items Popularity Calculation Settings E Top Authors Top Subjects LastRun 7 17 2013 17 33 26 mres V Top Series MRecommended Reading Time of Day to run 21 00 00 I
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