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1. Setup Setting up the catalog 43 SCC5um1200tb How to make Z39 50 servers and databases searchable Example scenario You only want to let your users search the Voyager database Library of Congress and the YaleOPAC database Yale University To make Z39 50 servers and databases searchable 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Other Libraries Z39 50 tab 3 Click the plus sign in front of the Library of Congress server to expand the list The Voyager database is displayed 4 Click the box in front of the Voyager database to select it 5 Click the plus sign in front of the Yale University server to expand the list The YaleOPAC database is displayed 6 Click the box in front of the YaleOPAC database to select it w 7 Click OK to save your settings and close the Catalog Setup window Note If you click Cancel to exit the Other Libraries Z39 50 tab your information is not saved Relationship between Catalog Setup and Patrons Catalog The setup options that you choose in the General tab of Catalog Setup affect how you re able to set up your local Patrons Catalog computers To learn more about the options in the General tab of Catalog Setup see Catalog Setup General tab in the Setup chapter of the Spectrum CIRC CAT Reference Manual Each Patrons Catalog computer checks for a local preferences file CATSETUP PRF before it reads setup option
2. BKEk an O window Calendar Setup Here you set up your library s schedules and weekly hours eo Mar Apr May June July Aug Sep Oct Nov Dec 4 gt Sun Mon Tue Wed Thu Fri For information on the program elements in Calendar Setup see Calendar Setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual Managing library schedules The calendar is used to set schedules for your library When you first open the Calendar Setup window there is an existing schedule named Default which you can customize You can add and delete schedules but you must always have at least one schedule in the calendar Each schedule can include an unlimited number of years Setup Setting up the calendar 17 SCC5um1200tb Add New Schedule button What are schedules Schedules are a custom calendar setting that you can assign to a certain patron type Schedules contain one or more years Years in turn contain your library s specific open closed days and hours So when you assign a schedule to a patron type in Patron Type Setup you determine the days and hours in which that type of patron normally uses the library The circulation records use the library hours for such things as determining material due dates and calculating fines for overdue materials For example you may want to create a different library schedule for students in a ye
3. If your library is a school library consider naming student patron types for the year they ll graduate or move to another school rather than the grade they re currently in For example use 01 Class instead of 12 Grade This simplifies things when the students advance to the next grade you won t have to change their patron types Editing patron types Editing a patron type changes the options of an existing patron type You might need to edit a patron type for a simple reason such as increasing the checkout limit or modifying when the privileges expire Think carefully before you change a patron type description or user defined field because you may be using this information elsewhere in the 72 Spectrum CIRC CAT User Manual SCC5um1200tb program Remember you are changing the settings of every patron assigned to that patron type How to edit a patron type Example scenario The second grade class which is assigned to the patron type called 2003 class is doing a special project on their family history Currently their patron type checkout limit is set at five The second grade teacher has requested that their checkout limit be increased to ten You comply and edit the patron type accordingly To edit a patron type 1 From the Winnebago menu choose Setup gt Patron Types The Patron Types window opens 2 Select 2003 class from the patron types list 3 Click Edit The Patron Type Setup window opens 4 Click t
4. SCC5um1200tb Note By default the server and database information for fifteen Z39 50 servers is included with Spectrum If you delete any of the servers or databases from the list you will need to reenter the information in order to reconnect For more information about the Other Libraries tab and windows see Other Libraries Z39 50 tab in the Setup chapter of the Spectrum CIRC CAT Reference Manual Managing Z39 50 servers Z39 50 lets you and your patrons search any database that supports Z39 50 even if Spectrum and the database systems use different hardware and software Z39 50 lets users see the local and remote databases in the same format effectively allowing them to search for information in a familiar format There are two main components involved with every Z39 50 search the Z39 50 client and the Z39 50 server The Spectrum Z39 50 Client program is installed automatically when you install the Spectrum CIRC CAT client or single user program In order to use the Z39 50 client to search and retrieve information from remote databases you need to establish communication to the Z39 50 server s whose databases you want to search A server or host is the computer where the Z39 50 server program you re trying to access is located You should set up access to the other Z39 50 servers before you create a new database group After you add new server information to the list you need to test it to make sure communication is successf
5. 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Other Libraries Z39 50 tab 3 Select CARL Corporation from the server list to highlight it Setup Setting up the catalog 39 SCC5um1200tb 4 Click the Test Server button When the test is complete a Test Results window opens showing you which items passed and failed For more information about the test results window see Test Results window in the Setup chapter of the Spectrum CIRC CAT Reference Manual 5 When you re finished viewing the information in the Test Results window you can click the View Messages button to view more information about the test see Search Log window in the Setup chapter of the Spectrum CIRC CAT Reference Manual for more information or click the Close button to close the window Note Colors are used in the server list of the Other Libraries tab to specify the testing status Red represents items that were tested but failed Green represents items that were tested and passed Black represents items that haven t been tested How to test all Z39 50 servers and databases Follow the steps below to test all of the servers and databases in the list This process may take a while to complete and cannot be interrupted so you may want to wait to test until after the library is closed to patrons To test all Z39 50 servers and databases 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setu
6. 3 in the I or type indicator position of a 13 digit material barcode 9 Click Save To cancel the new configuration or not save changes click Cancel in the New Edit Configuration window If you choose Cancel the information is not saved How to delete a barcode configuration Example scenario You know you don t need 12 digit barcode configurations in your library longer so you want to delete this configuration To delete a configuration 1 Choose Setup gt Location from the Winnebago menu The Location Setup window opens 2 Click the Numbers tab 3 Click the Configurations button The Configurations window opens 4 Select the 12 digit configuration from the list of barcode configurations Setup Setting up your location 15 SCC5um1200tb 16 5 Click Delete in the Configurations window A confirmation window opens asking if you want to delete the configuration 6 Click Yes 7 Click Close to exit the Configurations window Spectrum CIRC CAT User Manual SCC5um1200tb Setting up the calendar Your library s open days and hours are set up in Calendar Setup The calendar lets you set up different schedules for each patron type Your circulation records use the library hours that you set up to determine material due dates and calculate fines for overdue materials To access Calendar Setup Choose Setup gt Calendar from the Winnebago menu The Calendar Setup window opens Calendar Setup
7. 4 Select Copies from the Default box so that tab opens by default in the Details window in the catalog 5 Under the Show search terms in records as option select Bold and click the Color button 6 From the color palette window that opens select red as the color for how search terms are emphasized in the material records found after a search and click OK 7 Select the Show hyperlinks in records as option 8 Click the Color button and select blue from the color palette window and click OK Setup Setting up the catalog 31 SCC5um1200tb 9 Click OK to save your options and exit or click the Reserve tab to set up reserve options Note We recommend that you choose different colors for your search and hyperlink terms to avoid confusion Setting reserve options The Reserve tab in Catalog Setup lets you control if patrons are able to view their circulation status and or to place reserves when using the Reserve Materials window in the catalog Important If you do not have any patron records in your database the Reserve tab is not displayed in Catalog Setup How to set reserve options Example scenario You want to allow your patrons to place reserves and view their circulation status however you want to ensure that you safeguard this process so patrons don t abuse this privilege Patrons will have to enter their last name and patron number correctly before they can view their circulation status or place reserves Patrons can
8. an Select the News option and click the Set news text button The News window opens 7 Type Library hours Monday through Saturday 9 AM to 5 PM Closed on Sunday and click Save to exit the News window and return to the Search Window tab co Select the Other libraries option Setup Setting up the catalog 27 SCC5um1200tb Bottom line 9 Select the Use wild card searching for author title subject option 10 Select the Automatically display browse window after unsuccessful search option 11 Type Either write something worth reading or do something worth writing Benjamin Franklin in the Bottom line box 12 Click OK to save your options and exit or click the Found Window tab to set up how the Materials Found window operates in the catalog Example of 4 utilizing the bottom line in the Catalog window F1 Help gt Either write something worth reading or do something worth writing Benjamin Franklin Managing library news You can manage your library s news at the librarian s computer or you can save the news locally at each Patrons Catalog computer News is text you enter in the News window after you ve selected the News option and clicked the Set news text button in the Search Window tab of Catalog Setup Catalog users can view this text if they choose to by clicking the News tab in the Catalog window Your news may include current events like a book sale or dance changes to the libr
9. e Any password assigned to a higher level of protection for example you could enter the level eight password for a function assigned a level five password e The level nine master password How to access a password protected feature Follow the steps below to access a password protected feature To access a password protected feature 1 At the password prompt enter the password assigned to that function any password assigned to a higher level of protection or the master password An asterisk appears for each character or space you type Master password Password window A window like this opens when you access a feature that is password protected 2 Click OK You are notified if you enter an incorrect password You can either reenter the password as many times as you can based on the number set for the maximum password entry attempts or click Cancel to exit the window Setup Setting up passwords 65 SCC5um1200tb Passwords Level Worksheet Use this worksheet as a master copy for your passwords and password levels When you re ready to set up your passwords photocopy this worksheet pages 66 68 Then list the passwords and password levels that you set up on the photocopied version If you ever need to change your passwords you can create a new photocopy to list your updated passwords Remember to store the worksheet copy that contains your passwords in a safe place so only authorized personnel can access
10. of a book set if a book belongs to one To set general location options 1 Choose Setup gt Location from the Winnebago menu The Location Setup window opens with the General tab active Location Setup Springfield High School 1210 Spruce St Springfield 65801 555 779 6013 2 In the Location code box type 2022 3 In the Library name box type Springfield High School 4 In the Address box type 1270 Spruce St 5 In the City box type Springfield 6 Type MO in the State box 7 Type 65807 in the Postal code box 10 Spectrum CIRC CAT User Manual SCC5um1200tb 8 Type 555 779 6013 in the Fax number box 9 In the User defined 1 box type Vendor 10 In the User defined 2 box type Book set 11 Click OK to save the settings or click the Numbers tab to set your location s number options Setting your location s number options You determine whether to remove leading zeros from material and patron numbers as well as exclude 9 digit patron numbers in the Numbers tab of Location Setup You may want to exclude 9 digit patron numbers if you use social security numbers for your patron numbers This is also where you can set up partitions between materials and patrons Note If your library uses 14 digit barcodes you must select the option to remove leading zeros from your material and patron numbers What is a partition When you set up partitions a material number cannot be added in a range that is set up for patr
11. 4828 in the Comment 2 box 5 Click OK the save the settings and close the SLIP Printing Setup window or click another tab to set additional SLIP printing options i Important Before you print a SLIP receipt make sure the Print Receipts option is selected from the Circulation menu in the Circulation part of the program Setup Setting up SLIP printer 77 SCC5um1200tb To set up advanced SLIP printing options using the Advanced button see the How to set advanced SLIP options in Spectrum CIRC CAT topic later in this section How to set advanced SLIP options in Spectrum CIRC CAT To print slips you need to purchase the Spectrum SLIP add on program for Spectrum For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 Advanced SLIP printing options let you add linefeeds before and after the information on your SLIP printouts You may want to add linefeeds if your receipts are not printing correctly see SLIP troubleshooting in the Troubleshooting appendix of the Spectrum CIRC CAT Reference Manual for details Example scenario You want to ensure that the first line of your receipt information clearly prints on your SLIP receipts so you add a couple of linefeeds before the printer starts printing To set advanced SLIP printing options 1 Choose Setup gt SLIP Printer from the Winnebago menu The SLIP Printing Setup window opens with the General tab active 2 Click the Advanced button The Advanced SLIP
12. Hours window in Calendar Setup The program uses these hours for such things as calculating fines and overdues in materials with hourly loan periods You can t set hours for individual dates however you can change the open closed status of an individual date See How to designate the opens days for a year earlier in this chapter for more information How to set weekly library hours Example scenario You want to set the weekly hours for your library for the 2001 calendar year Your weekly hours are Monday Saturday 9 AM 5 PM and closed on Sunday Note Your library prefers 12 hour time To set weekly library hours 1 From the Winnebago menu choose Setup gt Calendar The Set Weekly Hours Calendar Setup window opens button 2 Choose 2001 from the Year box 3 Click the Set Weekly Hours button The Weekly Hours window opens Spectrum CIRC CAT User Manual SCC5um1200tb Weekly Hours wv of o om E of o f f t ae a i a i a i ae p of of o of offs of of gt S of 2 4 Select the 12 Hour time option 5 Select all days except Sunday in the Open column 6 In the Time Open boxes type 09 00 7 Make sure all the AM PM boxes are set to AM in the Time Open column 8 In the Time Closed boxes type 05 00 9 Make sure all the AM PM boxes are set to PM in the Time Closed column 10 Click OK to close the Weekly Hours window 11 Click the Save Changes button Setup Setting u
13. Printer Setup window opens 3 In the Linefeeds before printing starts box type 2 4 Click OK to save your settings and close the Advanced SLIP Printer Setup window 5 Click OK again to close the SLIP Printer Setup window or click another tab to set additional SLIP printing options How to set checkout receipt printing options To print slips you need to purchase the Spectrum SLIP add on program for Spectrum For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 Checkout receipts only include posted not projected fines Also if you select Print receipt after checkouts in the Checkout tab but don t select any options or comments your checkout receipts include only the patron s name and barcode number and the date and time of the printout Example scenario After each completed checkout or renewal transaction you want a checkout receipt to print automatically You want the following items to be printed on Spectrum CIRC CAT User Manual SCC5um1200tb each receipt materials being checked out materials currently checked out available reserves any existing fines the library name and address and comments 1 and 2 To set checkout receipt options 1 Choose Setup gt SLIP Printer from the Winnebago menu The SLIP Printer Setup window opens with the General tab active 2 Click the Checkouts tab to make it active 3 Select Print receipt after checkouts to print checkout receipts automatical
14. can only be printed from Spectrum CIRC CAT not Patrons Catalog Springfield High School 1210 Spruce St Springfield MO 63801 Daryn Buchner Patron Number 100001 Date 10 12 00 Time 09 08 AM Materials being checked outfrenewed 444 Star Wars Date due 10 26 00 Materials with fines 13 Queen Elizabeth I an dlustrated bic Amount due 2 00 Fine total 2 00 Ph 535 633 4827 Fax 355 63 5 48 28 Spectrum CIRC CAT User Manual SCC5um1200tb Setup Setting up SLIP printer SCC5um1200tb SLIP fine receipt example To print slips you need to purchase the Spectrum SLIP add on program for Spectrum CIRC CAT For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 SLIP Fine receipt example Fine receipts can only be printed from Spectrum CIRC CAT not Patrons Catalog Springfield High School 1210 Spruce St Springfield MO 65401 Daryn Buchner Patron Humber 100001 Date 10 12 00 Time 09 02 AM Fines paid Transaction code 52958908 9 Adventures of Huckleberry Finn Amount due 1 00 Amount paid 1 00 Total amount paid 1 00 Materials with fines 15 Queen Elizab eth L an illustrated bia Amount due 2 00 39 Whnnesota Amount due 1 00 Fine total 3 00 Ph 555 635 4627 Fax 555 655 4825 83 SLIP fine notice example To print slips you need to purchase the Spectrum SLIP add on program for Spectrum CIRC CAT For details contact Sageb
15. for more information 2 Enter the master password and click OK The Password Setup window opens with the Passwords tab active For information on the program elements in Password Setup see Password Setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual Setting password levels You need to set the password levels in the Passwords tab of Password Setup before you designate which areas fit into those levels The program identifies level nine as the master password which allows access to any command function or area when entered at any password prompt Because the master password allows access to any part of the program only authorized staff should know it Level zero indicates that the program does not require a password for that function of the program You do not need to set a password for each level Only the level nine password must be filled in Setup Setting up passwords 61 SCC5um1200tb Important The level nine box must hold a password The default level nine password is CIRC We recommend you change it to a word more unique to the person s using the level nine password Passwords can contain up to 20 characters These can be letters numbers symbols and spaces Higher level passwords override lower levels therefore level nine supersedes all of them This manual provides a Passwords Level Worksheet located at the end of this section in this chapter so you can keep a record of the passwor
16. from lowercase letters How to delete a call number pattern Example scenario You created two call number patterns for the Fiction material type F and FIC You decide you only want to use FIC so you need to delete the F call number pattern To delete a call number pattern 1 From the Winnebago menu choose Setup gt Material Types The Material Types window opens 2 Select Fiction from the material types list and click the Call Number Patterns button The Material Type Setup window opens with the Call Number Patterns tab active 3 Select F from call number patterns list 5 Click Delete The Delete Call Pattern window opens 6 Click Yes 7 Click Close to save the options and return to the Material Types window How to test a call number pattern You test a call number pattern to verify that it assigns the correct material type to a material imported into the program Testing ensures that the pattern doesn t conflict with an existing pattern Setup Setting up material types 59 SCC5um1200tb Example scenario You want to test the FIC pattern for the Fiction material type To test a call number pattern 1 From the Winnebago menu choose Setup gt Material Types The Material Types window opens 2 Select Fiction from the material types list and click the Call Number Patterns button The Material Type Setup window opens with the Call Number Patterns tab active 3 Type FIC in the Call number box of the Test call n
17. it Enter passwords for each level Password Setup Passwords tab Note Passwords can contain up to 20 characters each Level 1 Level 4 Level 7 Level 2 Level 5 Level 8 Level 3 Level 6 Level 9 ____ Case sensitive ___ Not case sensitive Enter a password level for each program feature 0 9 General Inventory ____ File management ___ Key word management ___ Auto MARC merge ___ Maximum password entry attempts 1 5 Materials ____ Import materials ____ Export materials _ Edit materials ___ Material batch processing Global subject edit ____ Material custom indexes ____ Material quick add 66 Spectrum CIRC CAT User Manual SCC5um1200tb Setup Location setup ____ Material type setup Reports Circulation reports Material reports Catalog Enter catalog Circulation Enter circulation Circulation override Negotiate fine Reserve holding Circulation Inquiry Patron general Patron fines Material reserves ____ Calendar setup ____ Patron type setup Circulation statistics Inventory reports ____ Print bibliographies ___ Check in Mark materials lost Collect fine Special reserve Patron reserves Patron circ log _ Material advance bookings ____ Catalog setup ____ Circulation setup ___ SLIP printer setup _ Circulation notices ____ System reports ____ Labels ____ Exit catalog Check out ____ Check out set date ___ Renew pa
18. option 6 Click OK to save your options and close the window or click another tab to set additional circulation options Note For each log to be accurate you shouldn t turn your logs off and on frequently Setup Setting up circulation 49 SCC5um1200tb Setting lookup options The lookup options that you choose in the Lookup tab of Circulation Setup determine how the Lookup window functions in circulation You can set the default material and patron indexes that the Lookup window uses each time you open it You can also choose if you want the Lookup window to automatically open whenever an invalid barcode is entered in circulation How to set lookup options Example scenario You want your library staff to have many options to look up patrons and materials in circulation so you ve decided it would be worthwhile to show the Lookup window if an invalid barcode is entered You want to use title as the default material index and patron number as the default patron index To set your lookup options 1 From the Winnebago menu choose Setup gt Circulation The Circulation Setup window opens 2 Click the Lookup tab Circulation Setup Patron Name 3 Select the Show Lookup window after entering an invalid barcode option Spectrum CIRC CAT User Manual SCC5um1200tb 4 Select the Set default material lookup index option and choose Title from the drop down list 5 Select the Set default patron lookup index option and
19. set checkout receipt options 1 Choose Setup gt SLIP Printer from the Winnebago menu The SLIP Printing Setup window opens with the General tab active Setup Setting up SLIP printer 79 SCC5um1200tb 2 Click the Fines tab to make it active 3 Select the following fine receipt options in the Fine receipt options group Print receipt after fine payment Print fines that are being paid Print remaining materials with fines and Print library name and address 4 Next to Print comments in the Fine receipt options group select boxes 1 and 2 5 Select the following fine notice options in the Fine notice options group Print posted fines Print projected fines and Print library name and address 6 Next to Print comments in the Fine notice options group select boxes 1 and 2 7 Click OK to save the settings and close the SLIP Printing Setup window Important Before you print a fine receipt or notice make sure the Print Receipts option is selected from the Circulation menu in the Circulation part of the program Setting SLIP printing options in Patrons Catalog To print slips you need to purchase the Spectrum SLIP add on program for Spectrum CIRC CAT For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 The Spectrum SLIP software lets you and your patrons print bibliographies from Patrons Catalog using your SLIP printer You set up your SLIP printing options for Patrons Catalog locally at
20. sized printouts for your library patrons to use as a record of their circulation activity fine amounts and catalog searches SLIP is short for Supply Library Information to the Patron You can set up and generate the following types of printouts e checkout receipts e fine notices e fine receipts Spectrum SLIP is sold separately from your Spectrum program To purchase Spectrum SLIP contact your local Sagebrush sales representative or call Sagebrush s Sales Department at 1 800 533 5430 Installation directions for Spectrum SLIP are included in the Spectrum CIRC CAT Installations Guide To access SLIP Setup in Spectrum CIRC CAT Choose Setup gt SLIP Printer from the Winnebago menu The SLIP Printing Setup window opens SLIP Printing Setup aa SLIP Printing Setup window in Spectrum CIRC CAT Here you set up options for your checkout receipts fine receipts fine notices and bibliographies Setup Setting up SLIP printer 75 SCC5um1200tb To access SLIP Setup in Patrons Catalog Choose SLIP Printing from the Catalog menu The SLIP Printing Setup window opens SLIP Printing Setup window in eee Patrons Catalog HP C LaserJet 4500 PS gt Here you set up options for catalog bibliographies Advanced Number of linefeeds before printing starts fo Number of linefeeds after printing finishes a Setup Show SLIP Printing option in Catalog menu For information on the program e
21. the Enter pattern box type VID and click OK The new call number pattern is added to the call patterns list 5 Click Close to save the call number pattern and return to the Material Types window Note You cannot enter a call number pattern that is already used by another material type the program alerts you if any material type is using the call number pattern How to edit a call number pattern Example scenario You want the call number pattern VID which is assigned to the Video material type to be case sensitive To edit a call number pattern 1 From the Winnebago menu choose Setup gt Material Types The Material Types window opens 2 Select Video from the material types list and click the Call Number Patterns button The Material Type Setup window opens with the Call Number Patterns tab active 58 Spectrum CIRC CAT User Manual SCC5um1200tb 3 Click the Call Number Patterns button 4 Select VID from the call number pattern list 5 Click Edit The case sensitive symbol see below is placed next to the call number pattern in the call patterns list 6 Select Case sensitive and click OK 7 Click Close to save the call number pattern and return to the Material Types window Case sensitive symbol ay This symbol displayed in the Call Number Patterns tab of the Material Type Setup window means that the call number pattern is case sensitive which is a setting that tells the program to distinguish uppercase letters
22. try to access their information a maximum of three times Important If you select the option to allow patrons to place reserves you must make sure at least one of your patron types has the Place reserves in Catalog option selected in the Privileges tab of the Patron Type Setup window otherwise no patrons will be able to place reserves For more information see Privileges tab in the Setup chapter of the Spectrum CIRC CAT User Manual To set up reserve options 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Reserve tab Spectrum CIRC CAT User Manual SCC5um1200tb Catalog Setup 3 Select the Allow patrons to view their circulation status option 4 Select the Allow patrons to place reserves option 5 From the Patron Access group choose Patron number and Last name 6 In the Maximum login attempts 1 5 box type 3 7 Click OK to save your options and exit or click the Gale Setup tab to set up proxy options Setting Gale setup options Some libraries use a proxy server to connect their network to the Internet If your library has a subscription to Gale multimedia resources and uses a proxy server you must set up your proxy server information in the Gale Setup tab however it s not required that you have a proxy server to access Gale multimedia resources If you re not sure if your library uses a proxy server contact your network administrator Note To access G
23. your settings and close the Database Properties window Note If you click Cancel to exit the Other Libraries Z39 50 tab the information you edited is not saved How to delete a database from a Z39 50 server Example scenario You want to remove the MARION database from the Florida State Library server To edit the settings for a Z39 50 server 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Other Libraries Z39 50 tab 3 Click the plus sign in front of the Florida State Library server to expand the list 4 Select the MARION database from the list to highlight it 5 Click the Delete Database button A confirmation window opens making sure you want to delete the database from the server 6 Click Yes The database is removed from the list Note If you click Cancel to exit the Other Libraries Z39 50 tab the Z39 50 database information that you deleted is not removed from the list Making Z39 50 servers and databases searchable After you ve set up and tested both servers and databases you need to decide what databases patrons will be able to search The Other Libraries tab in Catalog displays all the configured Z39 50 servers and databases even if they didn t test correctly or if you didn t select them in Catalog Setup However only the selected Z39 50 servers and databases will be searched You can select which databases to search in both Catalog Setup and Catalog
24. 4 Select the Set maximum fine using option and then select The price of the material 5 Select the Use Set amount if price of material is unavailable option 6 In the Set amount box type 75 00 7 Click OK to save your options and close the window or click another tab to set additional circulation options Setting log options You choose to log fine and circulation transactions in the Logs tab of Circulation Setup To see circulation and fine log information for patrons and materials conduct a patron or material inquiry in the Circulation window For each log to be accurate you shouldn t turn your logs off and on frequently Spectrum CIRC CAT User Manual SCC5um1200tb fi Important If your library is part of a district using Spectrum Union Catalog you must have your circulation log turned on in order for the Union Transaction Agent UTA to function properly For more information please refer to the Spectrum Union Catalog documentation or your district administrator How to set log options Example scenario Your library has a policy to always log fine and circulation transactions so you want to make sure you set up the program to log transactions To set your log options 1 From the Winnebago menu choose Setup gt Circulation 2 Click the Logs tab Circulation Setup 3 Select the Log fine transactions option 4 Select the Log circulation transactions options 5 Make sure you select the Save all transactions
25. Material Types window opens 2 In the Material Types window click Add The New Material Type window opens The first available unused number displays by default 3 Enter the number of the new material type or accept the default number and click OK The Material Type Setup window opens with the General tab active 54 Spectrum CIRC CAT User Manual SCC5um1200tb Material Type Setup 4 Type Video in the Description box 5 In the Loan period box select Days and type 2 in the box 6 Select the Allow advance bookings option 7 Click OK to save the options and return to the Material Types window How to edit a material type Example scenario Members of the school staff would like to be able to book audio visual items in advance You comply with their needs and change the audio visual material type so those items can be reserved in advance To edit a material type 1 From the Winnebago menu choose Setup gt Material Types The Material Types window opens 2 Select Audio Visual from the material types list 3 Click Edit The Material Type Setup window opens 4 Make sure the General tab is active Setup Setting up material types 55 SCC5um1200tb 5 Select the Allow advance bookings option 6 Click OK to save the options and return to the Material Types window You can double click a material type in the material types list to edit it instead of selecting the material type you want to edit and clicking the Ed
26. Setup SCC5um1200tb Setting up the program ssc soccccccrceccevenctseccsssezeryn esterase eweaceses 8 Setting up your location 55s sicestetdcccneztd ceeded esewtevecneisel dawceneetesoenes 9 Setting up the calendar vsccsccisccsscciccccvceesscsseccoscesscesvessoessvevseecess 17 Setting up the catalog sss cd sice Sscisc cvs send cscs sieeve esenbudessvecvecteenders 24 Setting up circulation lt eiccesencactirsciausrseess esti tare 46 Setting Up material types ici ccsscciscievecesseivcsessevexseestrveseovseenvensd 53 Setting up PASSWORGS 565 cscese i csncectenninnii ieee 61 Setting up patron LNs sseesesesssesseseeeesessessssseeseeeeseseseseseeeeee 69 Setting up SLIP printer sss cctadecatiactaned ea cearascaveeserdusdeageaurascaceasces 75 Setting up the program By setting up your Spectrum CIRC CAT program you re customizing certain features of the program to comply with your library s needs For this purpose your program has several setup categories These setup categories don t need to be done in a specific order however you need to complete program setup before you add materials or patrons and perform circulation activities About password protected features When you try to access the various setups in Spectrum CIRC CAT you may be prompted to enter a password If you just installed the Spectrum CIRC CAT program you are prompted to enter the master password The default master password is CIRC in all capital letters We ad
27. States Presidents with volcanic eruptions Setup Setting up SLIP printer 85 SCC5um1200tb 86 Spectrum CIRC CAT User Manual SCC5um1200tb
28. The program automatically assigns a fill character when you print labels A fill character is an ignored character and is generally placed as the last digit of a configuration For example you might have a material barcode number that is only 13 digits long In order for that barcode to be compatible with 14 digit barcodes the program assign a fill character so it can be read as 14 digits The configuration format the using the example above would be ILLLLBBBBBBBBF Example of a 14 digit barcode 1342270965722 1 AL code R material or material or patron check digit patron identifier number Setup Setting up your location 13 SCC5um1200tb How to add and edit a barcode configuration Example scenario You would like to add a new configuration to comply with the barcodes found on the books you received from a new vendor The new barcodes are 12 digits The first four digits are the location code L and the last eight are the barcode itself or the item number indicators B To add a new configuration 1Choose Setup gt Location from the Winnebago menu The Location Setup window opens 2 Click the Numbers tab 3 Click the Configurations button The Configurations window opens Length Format Material Patron FFFBBBBBBBB 13 ILLLLBBBBEBBF 1 0 14 ILLLLBBBBBBBBF 3 2 Type indicator B Item number indicator L Location indicator F Fill character indicator ws eu f oe a 4 Click Add in the Configurations wi
29. To print slips you need to purchase the Spectrum SLIP add on program for Spectrum For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 You can generate a variety of printouts with the SLIP printer Your printouts may appear somewhat different depending on the options you select Each circulation receipt includes the name and patron number of the patron checking out and the date and time of the transaction Other information may appear depending on how you set up your SLIP checkout options The fine receipt and fine notice show the name and patron number of the patron checking out and the date and time of the transaction The fine receipt may contain each material and its paid fine amount the total amount paid and the total fines still due if you choose to include those options when you set up your fine receipt options in SLIP Setup The program subtracts the amount collected from the first material on the list and so on down the list depending on how much was collected Note Spectrum doesn t print a SLIP receipt after you negotiate or add a fine only when you collect all or part of a fine Setup Setting up SLIP printer 81 SCC5um1200tb SLIP circulation receipt example To print slips you need to purchase the Spectrum SLIP add on program for Spectrum CIRC CAT For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 SLIP Circulation receipt example Circulation receipts
30. ale online resource collections you need to have a Gale multimedia subscription Sagebrush no longer offers Gale subscriptions but we continue to support Gale for those libraries that already have subscriptions to it Setup Setting up the catalog 33 SCC5um1200tb What is a proxy server A proxy server is a server that connects internal networks to the Internet If you extend your network to the Internet a proxy server can provide firewall security content caching and management functions For a Web browser to use a proxy server it must channel its internet requests through a proxy server Depending on the browser you can identify a proxy server by identifying the server s domain name or IP address The format of an IP address is a 32 bit numeric address written as four numbers separated by periods Each number can be zero to 255 For example 1 160 10 240 could be an IP address What is a port number When an Internet message arrives at a proxy server the port number identifies where that message should be forwarded In other words the port number identifies what type of port it is For example port 80 is used for HTTP traffic port 80 is the most common Internet port number If you re not sure what or where your port number information is contact your network administrator How to set Gale setup options Example scenario Your library uses a proxy server to access the World Wide Web In order for your patrons to ac
31. ample scenario A new Freshmen class is starting their first year of high school so you need to set up a new patron type The class graduates in 2004 To add a patron type 1 From the Winnebago menu choose Setup gt Patron Types The Patron Types window opens 2 In the Patron Types window click Add The New Patron Type window opens The first available unused number displays by default 3 Enter the number of the new patron type or accept the default number and click OK The Patron Type Setup window opens with the General tab active Spectrum CIRC CAT User Manual SCC5um1200tb Patron Type Setup 2004 Class Parent s name s Emergency Cnet Class 2004 06 15 2004 4 In the General tab type 2004 Class in the Description box 5 In the User defined 1 field name box type Homeroom teacher 6 In the User defined 2 field name box type Parent s name s 7 In the User defined 3 field name box type Emergency contact 8 Choose 2004 Class from the Schedule drop down list 9 Select the Privileges expire on option and type 06 75 2004 10 Click the Privileges tab Setup Setting up patron types 71 SCC5um1200tb Patron Type Setup Vv a E M E D 11 Select the Place reserves in Catalog and Renew overdues options 12 Type 15 in the Checkout limit box 13 Select the Display materials currently checked out option if necessary 14 Click OK to save the options and return to the Patron Types window
32. and will need to be reset How to designate the open days for a year When you add a year you need to designate your library s open and closed days for that year You can change the open closed status of any day by clicking it closed days are shaded on the calendar When you click a day it switches from open to closed and vice versa By default all weekends are set as closed and weekdays are set as open To change the status of a day for the whole year for example to make all Saturdays open you need to set weekly hours for each year see Setting your library hours directly after this topic for more information If you change the status of a day you must save your change s before you can go to another month Example scenario Your library will be closed December 24 and 25 2001 for the holidays You want to make sure you mark those days closed on the library calendar Setup Setting up the calendar 21 SCC5um1200tb To change the open closed status of a day 1 From the Winnebago menu choose Setup gt Calendar The Calendar Setup window opens 2 Choose 2001 from the Year box 3 Click the Dec month tab 4 Click the days marked 24 and 25 of the December calendar to close them Note Closed days of the calendar are shaded 5 Click Save Changes Setting your library hours When you add a year to the calendar you need to set the regular open and closed hours for each day of the week for that entire year in the Weekly
33. ar round school who attend three of four quarters However if all of your patrons use the library at the same time you can set up and use one schedule for everyone Immediate changes When you add rename or delete a schedule it changes immediately When you delete a schedule you have to confirm before deleting How to add a schedule You need to add a schedule before you can assign it to a patron type You should think about when different patron types use the library and add schedules accordingly Example scenario You want to add a schedule for the second grade Art class The Art class uses the library Tuesdays and Thursdays during their scheduled class time for the first term only which is the months of September October November and December Closed days are calculated into the loan period but materials will never be due on a closed day Basically this means that patrons from the second grade Art class can check out books on Tuesdays and Thursdays during their time in the library and their books will always be due one of those days To add a schedule 1 From the Winnebago menu choose Setup gt Calendar The Calendar Setup window opens 2 Click the Add New Schedule button The New Schedule window opens 3 Type 2 grade Art in the Name box 4 Click OK 5 Choose 2 grade Art from the Schedule box if necessary Spectrum CIRC CAT User Manual SCC5um1200tb 6 Click the Sep month tab 7 Click all of the bo
34. arch remote libraries using the Other Libraries tab read library news in the News tab use wild card searching for author title subject searches and automatically open the browse window after an unsuccessful search To enlighten your library patrons you want to enter a literary quote in the Bottom line box Note If you select the Other libraries option make sure you set up your Z39 50 information in the Other Libraries Z39 50 tab in Catalog Setup For more information see Setting up other libraries Z39 50 options later in this chapter or Other Libraries Z39 50 tab in the Setup chapter of the Spectrum CIRC CAT Reference Manual The Spectrum Z39 50 Client feature may be sold separately from Spectrum CIRC CAT For information on obtaining this feature contact Sagebrush s Sales Department at 1 800 533 5430 Spectrum CIRC CAT User Manual SCC5um1200tb To set up Search Window options 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Search Window tab Catalog Setup Ww Select the Easy search option and make this the default tab by selecting the Default option directly across from the Easy search option A Select the Expanded search option wn Select the Visual search option Note The Visual search option is only available if you purchase Visual Search from Sagebrush Corporation Contact Sagebrush s Sales Department at 1 800 533 5430 for more information
35. ary s open hours end of term due date reminders and so on Note You can only edit and enter library news if the News option is selected in the Search Window tab in Catalog Setup How to add and edit library news Example scenario Your library is going to have an open house You would like to invite your patrons so you include information about it in the News window To manage library news 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Search Window tab Spectrum CIRC CAT User Manual SCC5um1200tb 3 Make sure News is selected 4 Click the Set news text button 5 Type the following message in the News window and click Save You re invited to the library Open House When Aug 3 2001 9 AM 1 PM Why To meet and visit with the library staff While you re here you can browse the large selection of used books Many great deals Refreshments will be served from 10AM Noon 6 Click OK to exit the Catalog Setup window Note You may enter up to 30 000 characters in the News window Setting found window options The Found Window tab in Catalog Setup lets you control the appearance and content of the Materials Found window in the catalog which lists items located from a catalog search How to set found window options Example scenario You want to display all of the available columns in the Materials Found window To set up Found Window options 1 Choose Se
36. cess the Internet sites they find in their searches you have to enter your proxy server information To set up proxy options for Gale setup 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Gale Setup tab Spectrum CIRC CAT User Manual SCC5um1200tb Catalog Setup 193 166 2 06 3 Select the Access the internet using a proxy server option When you select this the other items in the tab become available 4 Enter 193 166 2 06 in the Address of proxy server box 5 Enter 80 in the Port number box 6 Click OK to save your options and exit or click the Other Libraries Z39 50 tab to set up Z39 50 servers to search Setting up other library options for Z39 50 With the Spectrum Z39 50 Client program you and your patrons can search remote library databases within the Spectrum catalog However first you need to set up the Z39 50 servers and databases that you want to search After you establish communication you can search the remote databases using the Other Libraries tab in the catalog Make sure you select the Other libraries option in the Search Window tab of Catalog Setup otherwise the Other Libraries tab will not be available in the catalog Note The Spectrum Z39 50 Client feature may be sold separately from Spectrum CIRC CAT For information on obtaining this feature contact Sagebrush s Sales Department at 1 800 533 5430 Setup Setting up the catalog 35
37. choose Patron Number from the drop down list 6 Click OK to save your options and close the window or click another tab to set additional circulation options Setting circulation color options The color options that you choose in the Color tab of Circulation Setup determine the colors of certain circulation attributes You can set a different color for overdue items in a patron s checked out list and Check In window holdings on special reserve projected fines in the Fines tab in Patron Inquiry and so on If you specify different colors for options in Circulation Setup it makes it easy to spot if a patron has expired privileges or fines for example when you load a patron in circulation How to set circulation color options Example scenario You ve decided you want the colors for the different circulation elements to be as follows Item Color Overdue items Red Holdings on special reserve Blue Projected fines Navy Posted fines Green Reserves placed on a holding Purple Text for patrons with messages fines reserves or expired privileges Teal Text for patrons without messages fines or reserves Pink To set your color options 1 From the Winnebago menu choose Setup gt Circulation The Circulation window opens 2 Click the Color tab Setup Setting up circulation 51 SCC5um1200tb Circulation Setup 3 Click the Change Color button for all of the circulation elements change the color as the
38. ds you set up How to set password levels Follow the steps below to set up your password levels To set your nine passwords 1 Choose Setup gt Passwords from the Winnebago menu You are prompted to enter the master password The default master password is CIRC in all capital letters We advise that you change the master password to a word more unique to the person s using the master password See Setting password levels directly after this topic for more information 2 Enter the master password and click OK The Password Setup window opens with the Passwords tab active 3 Select Case sensitive if applicable This applies to all password levels 4 Type a password for each level or as desired 5 Click Save to save your password settings Now you can assign each program feature to a password level See Protecting your program features with passwords directly after this topic for more information 6 Record each password in your Passwords Level Worksheet located at the end of this section in this chapter Protecting your program features with passwords In Spectrum CIRC CAT you set the password levels for a variety of commands functions and areas in the following categories General Materials Setup Reports Catalog Circulation Circulation Inquiry and Patrons You should save the levels you set up in the current tab before you switch to another category tab If you switch to another Spectrum CIRC CAT User Manua
39. e Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Other Libraries Z39 50 tab 3 Select Library of Congress from the server list to highlight it 38 Spectrum CIRC CAT User Manual SCC5um1200tb 4 Click the Modify Server button The Server Properties window opens 5 Type a brief description in the Description box 6 Click OK to save your settings and close the Server Properties window Note If you click Cancel to exit the Other Libraries Z39 50 tab the information you edited is not saved How to delete a Z39 50 server from the list Example scenario You want to remove the Florida State Library server from the list To delete the settings for a Z39 50 server 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Other Libraries Z39 50 tab 3 Select Florida State Library from the server list to highlight it 4 Click the Delete Server button A confirmation window opens making sure you want to delete the server from the list 5 Click Yes The server and its databases are removed from the list Note If you click Cancel to exit the Other Libraries Z39 50 tab the Z39 50 server information that you deleted is not removed from the list How to test an individual Z39 50 server and its database s Example scenario You want to test the server you just added the CARL Corporation To test an individual Z39 50 server and its databases
40. each Patrons Catalog station How to set SLIP printing options in Patrons Catalog To print slips you need to purchase the Spectrum SLIP add on program for Spectrum For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 Example scenario The printer that you ordered with your Spectrum SLIP program is a STAR TSP 200 24 printer After you successfully connect the printer and install the SLIP software you will have a printer driver listed in the SLIP Printing Setup window in Patrons Catalog called StarDP8340 Receipt Make sure you choose this printer from Spectrum CIRC CAT User Manual SCC5um1200tb the Printer list You also want to ensure that the first line of your bibliography information clearly prints so you add a couple linefeeds before the printer starts printing Note The printer driver used in the example is for Windows NT and Windows 2000 If you re using a different operating system your printer driver may be different To set up SLIP printing options in Patrons Catalog 1 Choose SLIP Printing from the Catalog menu 2 Enter your SLIP printing password if necessary The SLIP Printing Setup for Patrons Catalog window opens 3 From the SLIP printer drop down list select StarDP8340 Receipt as your printer 4 In the Number of linefeeds before printing starts box type 2 5 Click OK to save your settings and close the SLIP Printing Setup window Examples of SLIP printouts
41. elete a schedule that is in use you must first assign a new schedule to each patron type that is assigned to the schedule you want to delete A patron may not check out materials unless assigned to a schedule Setup Setting up the calendar 19 SCC5um1200tb Delete Schedule button ER Add New Year button Example scenario The 2000 class graduated and you already deleted the patron type associated with that class Now you want to delete its schedule To delete a schedule 1 From the Winnebago menu choose Setup gt Calendar The Calendar Setup window opens 2 Choose 2000 class from the Schedule box 3 Click the Delete Schedule button A confirmation window asks if you want to delete the schedule 4 Click Yes Note You cannot delete the Default schedule Managing your calendar Your calendar is managed by adding and deleting years and setting up the hours for each year When you add or delete a year the program makes the change immediately When you delete a year a warning window asks for confirmation before deleting When the Calendar Setup window opens the Year box displays the current year by default How to add a year to the calendar When you add more years to your calendar each year you add acquires the hour settings of the immediately preceding year For example if you set up the year 1999 in your calendar and then add the year 2000 the year 2000 has the 1999 hour settings If no immediately preced
42. em to your database and limiting the number of patron types you set up can make patron management a much easier task To access Patron Type Setup From the Winnebago menu choose Setup gt Patron Types The Patron Types window opens Until you add patron types the Patron Types window is empty If you already have patron types set up use the scroll bar to view all patron types For information on the program elements in Patron Type Setup see Patron Type Setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual Adding patron types When adding patron types you access a window with two tabs in which you set general patron type options and privileges You may add up to 999 patron types In the General tab of Patron Type Setup you set user defined fields the associated schedule expiration date and global due date for each patron type Privileges are options that determine how a type of patron can use the library In the Privileges tab of Patron Type Setup you set up unique privileges for each patron type You can override some privilege violations in circulation For example if a patron who has fines attempts to check out materials and his or her patron type doesn t allow checkouts with fines the program warns you You can either cancel the checkout or check the materials out to the patron despite the fines Setup Setting up patron types 69 SCC5um1200tb About expiration dates Privilege
43. f you enter a value for either of these options the Materials Found window in Catalog may not display all the items or copies that meet the search requirements Placing restrictions on searches may be useful to speed up the results of catalog searches The catalog lets you know when it can t display all the copies or show an accurate count of copies because of a restriction If you limit the number of items to search for and the search exceeds the limit a warning window displays a message The maximum number 24 Spectrum CIRC CAT User Manual SCC5um1200tb of items to find in a search has been reached The search will be stopped If you limit the number of copies to search for and the search exceeds the limit the program places a plus sign next to the copy in the Materials Found window in Catalog How to set general catalog options Example scenario You want to set up your general restrictions for the catalog in Catalog Setup and what items appear on the Catalog menu in Patrons Catalog To set up general catalog options 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens with the General tab active Catalog Setup 2 Enter 5 in the Number of minutes before windows reset box The following items are reset after the catalog is inactive for the number of minutes you specify material type limits locked items search terms and indexes and window positions 3 Enter 20 in the Maximum number of
44. ge of this option as a security feature 2 Select the Open Patrons Catalog full screen option in the General tab of Catalog Setup and choose not to enter an exit Catalog password in Password Setup In this scenario the Patrons Catalog window opens in a full screen patrons are not allowed to minimize or resize the Patrons Catalog window and a password is not required to exit the catalog 3 Do not select the Open Patrons Catalog full screen option in the General tab of Catalog Setup but enter an exit Catalog password in Password Setup In this scenario the Patrons Catalog window does not open in a full screen patrons are able to minimize or resize the Catalog window but a password is required to exit the catalog Setup Setting up the catalog 45 SCC5um1200tb Setting up circulation You select various options to customize your library s circulation activities The Circulation Setup window consists of several tabs where you can access all of the Circulation Setup options To access Circulation Setup From the Winnebago menu choose Setup gt Circulation The Circulation Setup window opens For information on the program elements in Circulation Setup see Circulation Setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual Setting general circulation options The circulation options in the General tab of Circulation Setup determine how the program functions when you perf
45. he Privileges tab to make it active 5 In the Checkout limit box change 5 to 70 6 Click OK to save the options and return to the Patron Types window Aye You can double click a patron type in the patron types list to edit it instead of selecting the patron type you want to edit and clicking the Edit button Deleting patron types You can delete a patron type from your list of types however you cannot delete a type that is currently assigned to patrons If you try to delete a type that is in use the program warns that you must first change all patrons of this type to another type If you need to change patrons of one type to another type Sagebrush suggests you use the Patron Batch Process part of the program See Batch processing patrons in the Patrons chapter of the Spectrum CIRC CAT User Manual for more information How to delete a patron type Example scenario The 2000 class graduated so you want to delete its patron type Setup Setting up patron types 73 SCC5um1200tb To delete a patron type 1 From the Winnebago menu choose Setup gt Patron Types The Patron Type window opens 2 Select 2000 class from the patron types list 3 Click Delete The program prompts you to confirm that you want to delete the type 4 Click Yes The patron type is removed from the list 74 Spectrum CIRC CAT User Manual SCC5um1200tb Setting up SLIP printer With Sagebrush s add on SLIP program you can produce receipt
46. indow click the Call Number Patterns button Spectrum CIRC CAT User Manual SCC5um1200tb What is a call number pattern A call number pattern is usually a call number prefix used to assign material types to material records that don t have material type information in the 961 wl tags All commercially available MARC records do not have the 961 tag as it is defined for Sagebrush programs local use When you add or import material records the program reads call number patterns of each of the material records and assigns material types accordingly Call number patterns can be up to 14 characters long For example you could save FIC and F as call number patterns for your material type Fiction When you import material records with call numbers beginning with FIC or F the program assigns these records to the material type Fiction How to add a call number pattern Example scenario Your library set up a material type called Video You d like to add the call number pattern VID to this material type To add a call number pattern 1 From the Winnebago menu choose Setup gt Material Types The Material Types window opens 2 Select Video from the material types list and click the Call Number Patterns button The Material Type Setup window opens with the Call Number Patterns tab active Setup Setting up material types 57 SCC5um1200tb Material Type Setup 3 Click the Add button The Call Pattern window opens 4 In
47. ing year exists in your calendar the new year takes on the program default settings However if you don t want a year to take the settings of the previous year you can set unique hours when you set up your library hours Note When you add a new year you can choose to add it to all schedules Example scenario You want to add the year 2006 to all schedules To add a year 1 From the Winnebago menu choose Setup gt Calendar The Calendar Setup window opens 2 Click the Add New Year button The Add Year window opens 3 Type 2006 in the New year box Spectrum CIRC CAT User Manual SCC5um1200tb 4 Select the Add this year to all schedules option 5 Click OK How to delete a year from the calendar You shouldn t delete a year until all materials checked out during that year have been checked in and all fines beginning in that year have been paid Remember you cannot recover a year you ve deleted or its settings Example scenario You no longer have any patron types associated with the year 1999 so you want to delete it from your calendar To delete a year 1 From the Winnebago menu choose Setup gt Calendar The Calendar Setup window opens 2 Choose 1999 from the Year box Be 3 Click the Delete Year button A confirmation window opens Pi and asks if you want to delete the year Delete Year button 4 Click Yes Note You can add a deleted year back to the calendar however any settings for that year are lost
48. it button How to delete a material type Example scenario You created a temporary material type called Planets for a special class on the solar system The class ended so you need to delete the Planets material type To delete a material type 1 From the Winnebago menu choose Setup gt Material Types The Material Types window opens 2 Select Planets from the material types list 3 Click Delete You have to confirm that you want to delete the type 4 Click Yes The material type is removed from the list Note You cannot delete a material type that is currently being used by materials If you try to delete a type that is in use the program warns that you must first change all materials of this type to another type If you need to change materials of one type to another type Sagebrush suggests you use the Material Batch Process part of the program See Batch processing materials in the Materials chapter of the Spectrum CIRC CAT User Manual for more information Managing call number patterns In the Call Number Patterns tab you add edit or delete call number patterns as necessary You also test call number patterns in this tab You must select a material type or create a new material type before you set up call number patterns for that type You access call number patterns from the Call Number Patterns tab when you add or edit a material type Or after you select the material type from the list of types in the Material Types w
49. items to print in a bibliography box 4 Enter 700 in the Maximum number of items to find in a search box Setup Setting up the catalog 25 SCC5um1200tb 5 Enter 25 in the While searching stop counting copies after box 6 Select the Open Patrons Catalog full screen option 7 Select Show Setup in Patrons Catalog Set Reading Interest Levels and Set Material Type Limits so they appear in the Catalog menu in Patrons Catalog 8 Select the Enable local passwords and Allow passwords to be changed locally options so you can change your passwords to access Catalog Setup at each Patrons Catalog computer See Catalog Setup General tab in the Setup chapter of the Spectrum CIRC CAT Reference Manual for more information about these options 9 Click OK to save your options and exit or click the Search Window tab to set up search window options Setting search window options The Search Window tab in Catalog Setup lets you control the appearance availability and content of the Search window in both your Spectrum Catalog and Patrons Catalog programs For more information about each of the options in the Search Window tab see Search Window tab in the Setup chapter of the Spectrum CIRC CAT Reference Manual How to set search window options Example scenario You want to set up the Catalog window in Catalog so that patrons can use the Easy Expanded Visual Search tabs to search for items in the library se
50. l SCC5um1200tb tab before you save the new or updated password information the information is not saved How to assign a password level to a program feature Example scenario You want to set up the password levels for the items listed on the General tab in Password Setup which are inventory file management key word management and auto MARC merge Because you only want experienced personnel using them you want to set up high level password protection for each feature Remember the level nine password is considered the master password which allows access to all parts of the program You also want to set the maximum entry attempts to four To assign a password level to a program feature 1 Choose Setup gt Passwords from the Winnebago menu You are prompted to enter the master password The default master password is CIRC in all capital letters We advise that you change the master password to a word more unique to the person s using the master password See Setting password levels directly after this topic for more information 2 Enter the master password and click OK The Password Setup window opens with the Passwords tab active 3 Click the General tab to make it active Setup Setting up passwords 63 SCC5um1200tb Password Setup 4 Type 9 in the Inventory box This means that personnel must enter a level 9 password to access Inventory 5 Type 6 in the File management box This means that personnel must e
51. le University 3 Click the New Server button The Server Properties window opens 4 Type CARL Corporation in the Name box This is the name that is displayed in the server list in both the Other Libraries tab in Catalog Setup and in Catalog 5 Type the address in the Address box In this case type wadev carl org in the box 6 Type the port number in the Port box In this case type 270 in the box 7 Type a brief description of the server in the Description box In this case type The server is based on the YAZ toolkit from Index Data in the box Setup Setting up the catalog 37 SCC5um1200tb Server Properties CARL Corporation _ The server is based on the YAZ toolkit from Index Data 8 Click OK to save your settings and close the Server Properties window When you click OK the Z39 50 server is added to the server list and the Database Properties window opens automatically See How to add and edit a database for a Z39 50 server later in this section for more information Note If you click Cancel to exit the Other Libraries Z39 50 tab the information you added is not saved For more information about the Server Properties window see Server Properties window in the Setup chapter of the Spectrum CIRC CAT Reference Manual How to edit the settings for a Z39 50 server Example scenario You want to add a description to the Library of Congress server To edit the settings for a Z39 50 server 1 Choos
52. lements in SLIP Printer Setup see SLIP Printer Setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual Setting SLIP printing options in Spectrum CIRC CAT To print slips you need to purchase the Spectrum SLIP add on program for Spectrum For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 For Spectrum CIRC CAT you set up your SLIP printing options in the General Checkouts and Fines tabs of the SLIP Printing Setup window In the General tab of SLIP Printing Setup you select the printer and add any comments that you want to appear on your SLIP printouts Linefeeds can be added to your SLIP printouts by clicking the Advanced button You set up the options for checkout receipts including the information each printout contains such as the patron s name barcode number and the date and time of the printout in the Checkouts tab of SLIP Printing Setup In the Fines tab of SLIP Printing Setup you have the option to print fine receipts automatically from circulation when patrons pay fines You can customize your fine receipts and notices by choosing to include additional items Spectrum CIRC CAT User Manual SCC5um1200tb If you want to include your library s name and address on your checkout receipts fine receipts or fine notices make sure you ve set up your general location information in Location Setup See Setting general location information in the Location Setup section
53. ly after a checkout or renewal transaction is completed 4 Select the following options materials being checked out materials currently checked out to patron available reserves for patron patron s fines and library name and address 5 Next to Print comments select boxes 1 and 2 6 Click OK to save your settings and close the SLIP Printing Setup window or click another tab to set additional SLIP printing options Important Before you print a checkout receipt make sure the Print Receipts option is selected from the Circulation menu in the Circulation part of the program How to set fine receipts and notice printing options To print slips you need to purchase the Spectrum SLIP add on program for Spectrum For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 If you select Print receipt after fine payment in the Fine receipt options group box in the Fines tab but don t select any options or comments your fine receipts include only the patron s name and barcode number and the date and time of the printout Example scenario After each fine you collect you want a fine receipt to print automatically You want the following items to be printed on each fine receipt fines that are being paid remaining materials with fines library s name and address and comments 1 and 2 You also want to print fine notices that contain posted and projected fines library s name and address and comments 1 and 2 To
54. ndow The New Configuration window opens 5 Enter LLLLBBBBBBBB in the Format box Note The Format box only accepts the letters I L B and F and they must be capitalized 6 Don t enter anything in the Patron indicator s or Material indicator s box 7 Click Save The new configuration is displaying the Configurations window Example scenario You have 14 digit barcodes that have a space as the last character which may happen in a standard code 3 of 9 mode 43 symbology In order to compensate for this extra space you need to edit the 13 digit barcode configuration 14 Spectrum CIRC CAT User Manual SCC5um1200tb To edit a configuration 1 Choose Setup gt Location from the Winnebago menu The Location Setup window opens 2 Click the Numbers tab 3 Click the Configurations button The Configurations window opens 4 Select the 13 digit configuration from the list of barcode configurations 5 Click Edit in the Configurations window The Edit Configuration window opens 6 In the Format box change the ending F in the configuration to a B This changes the placement of the fill character to an item number indicator represented by the letter B 7 In the Patron indicator s box change the 0 to a 2 This means that there will always be a number 2 in the I or type indicator position of a 13 digit patron barcode 8 In the Material indicator s box change the 7 to a 3 This means that there will always be a number
55. ns to be the default material type when you begin using the program You can rename the Default material type and also change the default material type to a different type How to change the default material type Follow the steps below to change the default material type To change the default material type 1 From the Winnebago menu choose Setup gt Material Types The Material Types window opens 2 Select the material type that you want to make the new default material type Setup Setting up material types 53 SCC5um1200tb 3 Click Change Default The number of the material type appears after the phrase When no pattern matches the call number use _ Managing material types When adding or editing a material type you access the Material Type Setup window that has two tabs General and Call Number Patterns Here you set general material type options and call number patterns You may add up to 999 material types How to add and set up the general options for a material type Example scenario Your library now has videos that patrons can check out You d like to add a new material type specifically set up for videos which has a loan period of two days and allows advance bookings To set up the call number pattern for the new material type see How to add a call number pattern later in this section To add and set up the general options for a material type 1 From the Winnebago menu choose Setup gt Material Types The
56. nter a level 6 password or higher to access File Management 6 Type 6 in the Key word management box This means that personnel must enter a level 6 password or higher to access Key Word Management 7 Type 6 in the Auto MARC merge box This means that personnel must enter a level 6 password or higher to access Auto MARC Merge 8 Type 4 in the Maximum password entry attempts 1 5 box 9 Click Save to save your password settings 10 Record each feature s password level in your Passwords Level Worksheet located at the end of this section in this chapter When you set up the levels for the rest of the tabs in Password Setup think carefully about what areas of the program you want to give easy access to lower level access and what areas you want to make it more difficult to access higher level access For example you might want to let your student helpers or interns know the level one password your full time library staff to know the level six password while only you and your assistant know the level nine or master password 64 Spectrum CIRC CAT User Manual SCC5um1200tb aye If you don t want to password protect a feature enter O zero in the Level box for that l feature Accessing a password protected feature When you attempt to access a password protected function the password prompt appears You access the function by entering one of three passwords e The password for the level assigned to that function
57. of this chapter for more information fi Important You need to set up your SLIP printing options for Patrons Catalog locally at each Patrons Catalog station See Setting SLIP printing options for Patrons Catalog at the end of this section for more information How to set general SLIP printing options in Spectrum CIRC CAT To print slips you need to purchase the Spectrum SLIP add on program for Spectrum For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 Example scenario The printer that you ordered with your Spectrum SLIP program is a STAR TSP 200 24 printer After you successfully connect the printer and install the SLIP software you will have a printer driver listed in the General tab in SLIP Setup called StarDP8340 Receipt Make sure you choose this printer from the Printer list You also want to set up additional information such as your library s phone and fax number to print on each of your SLIP printouts Note The printer driver used in the example is for Windows NT and Windows 2000 If you re using a different operating system your printer driver may be different To set general slip options 1 Choose Setup gt SLIP Printer from the Winnebago menu The SLIP Printing Setup for Spectrum CIRC CAT window opens with the General tab active 2 From the Printer drop down list select StarDP8340 Receipt as your printer 3 Type Ph 555 635 4827 in the Comment 1 box 4 Type Fax 555 635
58. on numbers and vice versa If partitions are not set up a number can be used for both a material and a patron If you don t set up a partition we recommend placing the letter P for patron before each of your patron barcodes to differentiate patron barcodes from material barcodes The setups in the Numbers tab are optional How to set your location s number options Example scenario You want to remove leading zeros from your barcodes exclude 9 digit patron numbers and set up a partition for your material and patron numbers To set your numbers options 1 Choose Setup gt Location from the Winnebago menu The Location Setup window opens 2 Click the Numbers tab Setup Setting up your location 11 SCC5um1200tb Location Setup 100000 100001 1000000 w Select the Remove leading zeros from material and patron numbers option Select the Exclude 9 digit patron numbers option Select the Partition material and patron numbers option In the From box for the material partition range type 10 001 N OA U A In the To box for the material partition range type 100 000 000 8 In the From box for the patron partition range type 1 9 In the To box for the patron partition range type 10 000 10 Click OK to save the setting and exit Configuring your location s barcodes The Configurations window in Location Setup lets you set up the format of your material and patron numbers You tell the program how many digits y
59. orm circulation activities How to set general circulation options Example scenario You want to set up your general options for circulation activities To set your general circulation options 1 From the Winnebago menu choose Setup gt Circulation The Circulation Setup window opens 46 Spectrum CIRC CAT User Manual SCC5um1200tb Circulation Setup Fines Logs Lookup Color M M M M M M M 2 Click the General tab 3 Select all of the options in the General tab 4 In the Overnight checkouts due ___ hours after library opens box type 3 5 Click OK to save your options and close the window or click another tab to set additional circulation options Setting fine options You choose circulation fine options in the Fines tab of Circulation Setup To see fine information for patrons and materials conduct a patron or material inquiry in the Circulation window How to set fine options Example scenario You want fines to accumulate even though your library is closed Plus you want the maximum fine to be based on the material s price However if the material s price isn t available the backup price will be set at 15 00 Setup Setting up circulation 47 SCC5um1200tb To set your fine options 1 From the Winnebago menu choose Setup gt Circulation The Circulation Setup window opens 2 Click the Fines tab Circulation Setup 3 Select the Accrue fines when the library is closed option
60. ou want in your material and 12 Spectrum CIRC CAT User Manual SCC5um1200tb patron numbers and whether you want type indicators location indicators item number indicators or fill character indicators when you add or edit the configurations You also determine what numbers to use for patron and material indicators By default the Configurations window has four different length barcode configurations 10 11 13 and 14 digits These configurations work with all standard barcode configurations The only time you would need to add or edit existing barcode configurations is if the barcodes used have unusual configurations meaning they don t fall within the four configurations listed above Very rarely do you need to add or edit existing barcode configurations Understanding number configurations If you have a 14 digit material barcode number such as 3555589788427K the first number 3 is a type indicator and shows that it is a material the number three is the material type indicator represented by the letter I in the default 14 digit barcode configuration The next four numbers 5555 are the location code represented by the letter L in a barcode configuration The following eight numbers 89788427 are the actual barcode number that is assigned to the material represented by the letter B in a barcode configuration and the last character K is a fill character represented by the letter F in a barcode configuration
61. p the calendar 23 SCC5um1200tb Setting up the catalog You may customize the catalog in both your Spectrum CIRC CAT and Spectrum Patrons Catalog programs You should set up the catalog according to your library s needs before using your Spectrum program Catalog Setup lets you control the appearance availability and content of catalog windows The options you choose determine how the catalog functions and what your patrons can do when using the catalog ti Important If you click the Cancel button to exit any of the Catalog Setup tabs or windows the information you just added edited or deleted is not saved To access Catalog Setup in Spectrum CIRC CAT Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens To access Catalog Setup in Spectrum Patrons Catalog Choose Catalog gt Setup The Catalog Setup window opens For information on the program elements in Catalog Setup see Catalog Setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual Setting general catalog options In the General tab of Catalog Setup you set search options for the catalog including limits on patrons activities in the catalog You can also set up local passwords for Patrons Catalog Restricted searches The options Maximum number of items to find in a search and While searching stop counting holdings after in the General tab of Catalog Setup limit the extent of a search I
62. p window opens 2 Click the Other Libraries Z39 50 tab 3 Click the Test All button When the test is complete a search log window opens showing you the results of the test see Search Log window in the Setup chapter of the Spectrum CIRC CAT Reference Manual for more information Note Colors are used in the server list of the Other Libraries tab to specify the testing status Red represents items that were tested but failed Green represents items that were tested and passed Black represents items that haven t been tested 40 Spectrum CIRC CAT User Manual SCC5um1200tb Managing Z39 50 databases You must add at least one database to each Z39 50 server you have set up in order to search and retrieve information from remote databases The database is the component that you re actually searching If you don t have a database set up for a server you won t have any materials in your search results for that server Each time you add a new database to a server you need to test it You can also add edit and delete existing databases for a Z39 50 server How to add and edit a database for a Z39 50 server Example scenario You want to add the CDE Colorado Dept of Education database to the CARL Corporation server so your patrons can search that database To add a new database to an existing Z39 50 server 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Other Libraries Z39 50
63. r local library such as your library s location code name address postal code fax number and material user defined fields Although it s not required that you set up all the information in the General tab we recommend that you enter it here so you can reference it Plus some of the information prints on reports and the items that you enter in the user defined fields are used as additional entry fields in the Holdings window of Material Edit About location codes The location code is a specific code for your library The location code can be one to four characters long however Sagebrush recommends that you use four character location codes Valid characters for the location code are all uppercase letters A Z and all numerical characters 0 9 Spaces are not valid characters If your library participates in a cooperative library system such as Winnebago Union CAT or Spectrum Union Catalog you may need the location code to identify materials from your library Also if you print 14 digit barcodes in your Spectrum CIRC CAT program your location code must be four characters long Setup Setting up your location 9 SCC5um1200tb How to set general location information Example scenario You re the librarian for Springfield High School and you want to enter your general location information You also want to set up two user defined fields one for the different vendors the library receives books from and one to specify the name
64. rush Corporation s Sales Department at 1 800 533 5430 Springfield High School 1210 Spruce St springfield MO 65801 SLIP Fine notice example Fine notices can only be printed from Spectrum CIRC CAT not Patrons Catalog Daryn Buchner Patron Humber 100001 Date 1071200 Time 09 02 AM Materials with fines 15 Queen Elizabeth I an illustrated bio Amount due 2 00 39 Minnesota Amount due 1 00 Fine total 3 00 Ph 555 633 48647 Fag 555 635 4648 Spectrum CIRC CAT User Manual SCC5um1200tb SLIP bibliography example To print slips you need to purchase the Spectrum SLIP add on program for Spectrum CIRC CAT For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 SLIP Bibliography example Bibliographies can be printed from both Spectrum CIRC CAT and Patrons Catalog Bibliography Listing central Printed for Daryn Buchner Thursday October l 2000 917 268 Car 55 Out Carpenter Allan and Baker Eloise El Salvador Chicago Childrens Fress L971 Note Introduces the land History economy culture and people of the Central 4merican republic whose name means The Savior 917 28 Car 66 In Carpenter Allan Costa Bica Chicago Childrens Press 1971 Note An introduction to the geography history people government culture resources industries and tourist attractions of the Central American country that boasts of saluting United
65. s for each patron type can expire either on a fixed date or after a certain length of time The fixed date method MM DD YYYY is often used for patrons who receive library privileges in groups such as students at a school library If you set a specific date you may want to edit it periodically to keep it current Public libraries often choose to do this if they want patrons to renew their cards annually The n months method is often used for patrons who receive library privileges at differing times such as patrons of a public library In this way you grant all patrons privileges for the same length of time regardless of their starting date About global due dates In a school library the global due date is often one or two weeks before the last day of school For example if you set May 27 as the global due date materials are due no later than May 27 Even if a patron checks out a material with a two week loan period on May 26 the material is due May 27 Materials checked out after you set the global due date are due no later than the global due date even if they are renewed Note Due dates of materials that were checked out before you set the global due date are not affected You may decide to have different global due dates for different patron types For example in order to eliminate a pileup of returned materials at the end of a school year you could assign a different due date to each grade level How to add a patron type Ex
66. s from the server If it finds a local preferences file the Patrons Catalog uses that file s setup options instead of the setup options from the server To revert to the server s setup options you must delete the local preferences file You can prevent patrons from changing the local preferences file local options at Patrons Catalog computers by either password protecting Catalog Setup or by making the Setup menu item unavailable at Patrons Catalog computers see Setting general catalog options earlier in this section for how to disable this option This saves the disabled state in the local preferences file and disables the Setup menu item until the Spectrum CIRC CAT User Manual SCC5um1200tb local preferences file is deleted For more information on protecting the Patrons Catalog see Security options for Patrons Catalog following this topic Security options for Patrons Catalog There are three primary ways you can safeguard Patrons Catalog listed from most secure to least secure 1 Select the Open Patrons Catalog full screen option in the General tab of Catalog Setup and enter an exit Catalog password with a level greater than zero in Password Setup In this scenario the Patrons Catalog window opens in a full screen patrons are not allowed to minimize or resize the Patrons Catalog window and a password is required to exit the catalog We recommend using this scenario to take full advanta
67. tab 3 Select CARL Corporation from the server list to highlight it 4 Click the New Database button The Database Properties window opens 5 Type CDE in the Name box This is the name that is displayed in the server and database list in both the Other Libraries tab in Catalog Setup and in the catalog Setup Setting up the catalog 41 SCC5um1200tb 6 Type a brief description about the database in the Description box In this case type This is the database for the Colorado Department of Education in the box Name CDE Description This is the database for the Colorado Department of Education 7 Click OK to save your settings and close the Database Properties window Note If you click Cancel to exit the Other Libraries Z39 50 tab the information you added is not saved Example scenario You want to modify the CDE database description for the CARL Corporation server To edit the database settings for a Z39 50 server 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Other Libraries Z39 50 tab 3 Click the plus sign in front of the CARL Corporation server to expand the list 4 Select the CDE database from the list to highlight it 5 Click the Modify Database button The Database Properties window opens 42 Spectrum CIRC CAT User Manual SCC5um1200tb 6 Make the necessary changes to the description in the Description box 7 Click OK to save
68. table above indicates and click OK 4 Click OK to save your options and close the window or click another tab to set additional circulation options 52 Spectrum CIRC CAT User Manual SCC5um1200tb Setting up material types Material types can group the materials in your collection into different categories Materials of one type all share the same circulation properties such as their renewal limit The program automatically installs 20 material types that you can customize to meet your library s needs You can have up to 999 material types but to easily manage material types Sagebrush doesn t recommend using this many material types in your database To access Material Type Setup From the Winnebago menu choose Setup gt Material Types The Material Types window opens For information on the program elements in Material Type Setup see Material Type Setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual Changing the default material type When you import material records the program assigns the default material type to a record if its call number pattern does not match any call number pattern you ve set up All materials assigned to the default material type share the same circulation properties The Material Types window displays the default material type below the list of types Note One of the 20 material types installed with the program is named Default which also happe
69. tron ___ Add fine Renew materials Reserve title ___ Advance booking Patron advance bookings Patron messages _ Patron fine log ___ Material general Material messages Material circ log Setup Setting up passwords SCC5um1200tb 67 Patrons Import patrons Export patrons Edit patrons Patron batch processing Patron custom index Import patron images Enter Spectrum Server password This password is requested in the FairCom Server Shutdown window when you shut down Spectrum Server Directions for changing this password are located in the Server chapter in the Spectrum CIRC CAT User Manual The default Spectrum Server password is ADMIN all caps Note This password is case sensitive Spectrum Server password 68 Spectrum CIRC CAT User Manual SCC5um1200tb Setting up patron types By setting up patron types you re grouping your library s patrons into different categories so you can specify circulation privileges for each type Patrons of one type all share the same circulation privileges such as the same schedule or being able to check out with fines Examples of patron types are Staff 01 Class Senior Citizen and Teacher Each patron must be associated with a patron type You should set up patron types before you add patrons to your database You can have up to 999 patron types but Sagebrush doesn t recommend using this many patron types in your database Both setting up patron types before adding th
70. tup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Found Window tab Setup Setting up the catalog 29 SCC5um1200tb f Catalog Setup 3 Select the Material type Location and Copyright date options to display different information for the items found in a catalog search 4 Click OK to save your options and exit or click the Details Window tab to set up details window options Setting details window options The Details Window tab in Catalog Setup lets you control the appearance and content of the Details window in the catalog How to set details window options Example scenario You want to display the following tabs in the Details window in Catalog MARC record Itemized list Copies and WebConnect You want the default to be the Copies tab Plus you want to set up your search terms so that they display in bold red text Hyperlinks will be blue underlined text 30 Spectrum CIRC CAT User Manual SCC5um1200tb To set up Details Window options 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Details Window tab Catalog Setup Most recent display Normal Search Term Hyperlink 3 Select the following tab options so they are included in the Details window in Catalog MARC record Itemized List Copies and WebConnect this lists web addresses associated with the selected material from the Materials Found window in Catalog
71. ul between the Z39 50 client and server You can also add edit and delete existing Z39 50 server information The recommended order of actions to set up a Z39 50 server and database is 1 Set up the information for the remote Z39 50 server 2 Set up the information for the database s for the Z39 50 server 3 Test the connection this way you can test both the server and database at once How to add a new Z39 50 server to the list of searchable servers Example scenario You want to connect to the CARL Corporation s Z39 50 server The address is wdev carl org the www prefix isn t needed and the port number is 210 There is no required username or password that you need to set up Spectrum CIRC CAT User Manual SCC5um1200tb To add a new Z39 50 server 1 Choose Setup gt Catalog from the Winnebago menu The Catalog Setup window opens 2 Click the Other Libraries Z39 50 tab Catalog Setup gee Bell Labratories Library oO California Institute of th 0 Canada Institute for Scientific and Technical Information OO Dept of Foreign Affairs amp Internation Trade 1 Five Colleges Database O Florida State Library 1 Getty Research Institute 0 Hong Kong Academy of Performing Arts o9 Hong Kong University of Science amp Technology o Library of Congress O Massachusetts Institute of Technology o Minnesota MnSCU PALS 1 New York State Dept of Health Oo VofMinnesota 0 UofWisconsin Madison O Ya
72. umber pattern group The program displays the material type that matches or is closest to FIC 4 Click the Close button Spectrum CIRC CAT User Manual SCC5um1200tb Setting up passwords Setting up your passwords protects your program from being accessed by unauthorized personnel You can use up to nine passwords throughout your program You provide a password for each level your library wants to set up a password for Then you assign a level to each password protected part of the program You can then access that part of the program by using the assigned level password or any higher level password A password is made up of characters that can serve as a code Those who don t know this code can t access any program functions beyond the password window In this way you protect various parts of the program with your own passwords i Important The default level nine password or master password is CIRC We recommend you change it to a word more unique to the person s using the level nine password See Setting password levels directly after this topic for more information To access Password Setup 1 Choose Setup gt Passwords from the Winnebago menu You are prompted to enter the master password The default master password is CIRC in all capital letters We advise that you change the master password to a word more unique to the person s using the master password See Setting password levels directly after this topic
73. vise that you change the master password to a word more unique to the person s using the master password See Setting up passwords at the end of this chapter for more information about passwords Winnebago Winnebago gt Setup menu BER Navigator Toolbar The Setup menu lets you ___ _ access the parts of the Setup Location program that require setup Catalog Calendar information Circulation Catalog Materials gt Circulation Patrons Material Types Reports gt Passwords Inventory Patron Types Maintenance SLIP Printer For information on the different setup program elements see Understanding the setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual 8 Spectrum CIRC CAT User Manual SCC5um1200tb Setting up your location Before you use your Spectrum CIRC CAT program you need to set up your location information In this setup you enter your library s name and address as well as other options to get the program up and running according to your needs To access Location Setup Choose Setup gt Location from the Winnebago menu The Location Setup window opens which contains a General and a Numbers tab For information on the program elements in Location Setup see Location Setup program elements in the Setup chapter of the Spectrum CIRC CAT Reference Manual Setting general location information The General tab of Location Setup prompts for general details about you
74. xes in the Sunday Monday Wednesday Friday and Saturday columns to make those days unavailable Note Unavailable days of the calendar are shaded 8 Click Save Changes 9 Repeat steps 7 and 8 for the Oct Nov and Dec month tabs Note Make sure you click the Save Changes button before you move to a different month tab If you switch to another tab before you save the new or updated schedule information the information is not saved Now that you ve created a schedule you need to assign a patron type to it You do this when you set up the general information for a patron type in Patron Type Setup See Adding patron types in the Patron Type Setup section of this chapter for more information How to rename a schedule Example scenario You want to rename the History class schedule to World History class To rename a schedule 1 From the Winnebago menu choose Setup gt Calendar The Rename Calendar Setup window opens Schedule button f 2 Choose History class from the Schedule box 3 Click the Rename Schedule button The Rename Schedule window opens 4 Type World History class in the New name box 5 Click OK Note You cannot change the name of the Default schedule How to delete a schedule You can permanently remove a schedule from the list of available schedules however you cannot delete a schedule to which a patron type is assigned the program alerts you if any patron type is using the schedule If you wish to d

Setting up your location

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