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Axis 360 Administrator User Manual

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1. eredilllinois lil eaxer TAYLOR Reviews Reviews Tiss Nae Re orsus reat Halloween Abre Tihs wae a good and tad wad wae aUe 00900 All pending reviews submitted by users will display Reviews can be approved or deleted If a review is approved it will then display on the site 3 To read a complete review click the Read More hyperlink to open the complete review 4 To approve a review click the Approve icon 5 To reject a review click the Reject icon 9 To approve all reviews at once click the Approve All button Tip MagicWall App Zone Browse By Subject Staff Picks Switch Library Overview Reader Reviews mM MADRID AND SIDE TRIPS Approved reviews are posted to the site immediately and display on the Reviews tab for the title Page 41 of 44 ff eaxerctavior 4 1 2 Blacklisted Reviews Reviews submitted by users that contain any of the words entered in eerie one the Blacklisted Words field under Library Settings will display under Ri eda ecd Blacklisted Reviews Blacklisted Reviews can be approved and will MEE LV Am display on the site immediately or deleted Reviews Reviews Blacklisted Reviews 1 After selecting Reviews click Blacklisted Reviews K Reviews Blacklisted Reviews koe CELA New Stones vorn
2. axis360 eRedglinois Mff sakersTavLoR Axis 360 Administrator User Manual May 2015 axis eRed ljlinois ETT TAYLOR Table of Contents 1 Introduction 1 1 Site Access and Home Page 2 Settings 2 1 Library Settings 2 1 1 Library Site Setting 2 1 2 Lending Settings 2 1 3 Enable Patron Reviews 2 2 Admin User Managemeni 2 2 1 Create a New User 2 22 Edita User 2 3 Patron Management Reset a User s Password 10 Change a User s Barcode Merge a User s Barcodes Deactivate Prefix Verification Patron 2 41 Adding a Collection to Staff Picks 2 42 Adding Titles to a Collection 2 43 Relabel Staff Picks 2 5 Customize Magic Wall 2 5 1 Adding a Category to the Magic Wal 2 5 2 Change the Category display order on the Magic Wall 2 5 3 Edita Category 2 54 Disable a Category 2 6 File Upload 2 6 1 Barcode Management File Upload 3 Reports 3 1 Available Reports 28 3 1 1 Inventory List Report 3 1 2 Circulation List Page 2 of 44 axis eRedlllinois TAYLOR 3 1 8 Hold List Report 3 14 Inventory Circulation by Month 31 3 1 5 Top 10 Circulating Subjects 3 1 6 User Review Repo 3 1 7 New Users by Month 3 1 8 Total Users by Month 3 1 9 New Users by Month Graph 3 1 10 Total Users by Month Graph 3 1 11 Active User Repo 3 1 12 Ad
3. South 2010 Years Best amo ana took Ease ana ratz Ire Piar was ourer i O O 9 O Qee ETa This will display all pending reviews that contain words matching any of the Blacklisted Words 2 If the entire review does not display a hyperlink appears To read the complete review click the hyperlink In this example the entire review fits in the space provided 3 To approve a review click the Approve icon 4 To delete a review click Delete icon Page 42 of 44 Mf eaxerctavtor 5 Magic Wall Admin Access 5 1 Hold Queue Management You may view which of your patrons are in the hold queue for a specific title 5 1 1 View Users in the Hold Queue Home 1 From the Home screen click on Magic Wall Admin Access d axis3 Visit our Axis 360 collection and see what allo and Baker amp Tavlor bring to e books and librarios 2 The Magic Wall will open and you will notice that you are logged in as an Admin User axis3 Yet our Aes and sem what Hh and foh taylor bra books ard irons Browse By Subject Stalf Picks chidren 3 Click the Search icon and enter the title Click the Title icon and click Search Page 43 of 44 ence fff saker TAYLOR or press Enter MagicWall Browse By Subject Staff Picks Eyam SER change vour Brain change Your Body Publication Date BD
4. 20 7 100 Total chelation Court Page 32 of 44 360 TAYLOR 3 1 5 Top 10 Circulating Subjects Graph of Top 10 Circulation Subjects Begin by selecting the format s and circulation date range to review The Top 10 Circulating Subjects provides information related to the circulation numbers of the top circulating subject areas of the collection 8 Asa consortia group use the Library menu option to view a circulation by subject graph for specific libraries or all b Select desired parameters including Format Circulation Date Range Report For Library Format 10 Circulation Date From EO m Circulation by subject graph Top Circulating Subjects Graph ims BIOGRAPHY B AUTOBIOGRAPHY um LE 1000 00 eo E 200 0 Page 33 of 44 Mf eaxerctavtor 3 1 6 User Review Report User Review Report The User Review Report provides a list of titles within the library s collection with library patron reviews attached a Asa consortia group use the Library menu option to view a user review listing for specific libraries or all b Select desired parameters including Format Review Date Ranges dies Review Date From 11 8 20139 31 48 AM m User Review Report User Review Report 3 1 7 New Users by Month New Users By Month This report provides an overview of the newl
5. 2 4 2 Adding Titles to a Collection Xt Settings Staff Picks E Hide disabled Staff Picks Add order Name Description Status No of Titles This Months Picks AXI Top Hatowsen Reads 2 Dati D of 1 In the Action column next to the desired collection click the Staff Picks icon for View Manage 9 To remove a collection click the name of the collection and the Remove button Tip Page 17 of 44 axis TAYLOR wom Set ngs eviews Reservations Home Staff Picks Manage Halloween Titles No titles found Please use the search options on the left panel You will be taken to your library s Staff Picks Manage page From here search or browse your Axis 360 repository by Keyword Title or Author using the Search icon to identify and select titles for your new Staff Picks collection You can choose an unlimited amount of titles to add to your collection 2 Within the Staff Picks Manage view after doing a search you will see the titles that match your criteria To add a title to the collection click the drop down arrow select the Collection you would like to add the title to and click Add A Staff Picks Manage Halloween Titles i a a a Dee P Publication Date THIRD ML dM pos HE Gaze
6. Recently Added Magic Wall Browse By Subject Staff Picks Overview Use Your Brain to Get and Keep the Body You Have Always Wanted DANIEL G AMEN M D 2 5 Click on the Hold Queue tab 6 From here you can view which of your patrons has a particular title on hold Moving patrons in the hold queue will not work due to consortial settings Page 44 of 44
7. Teal Circulation Date From Pn To 12 29 2014 Publisher all Summary O Yes No View Report c Summary Report The Summary Report provides the library a high level numeric count of the quantity owned per title number of checkouts and the number of current holds Select True to view the Summary only report Circulation Report ETE feptem stre eae arces temet Diem vem 1 i D 2 pet SoGA SER enu mimi mecum nm 2 gt D 8 ary ioi eaa 2 B suerte a sparsus p Sen vem a s o 1 Circulation Summary Report Circulation List Report psc oe EEE EES Page 30 of 44 by Bak axis360 eredilllinois ff eaxerctavtor 3 1 3 Hold List Report Hold Report The Hold Report provides information to review the titles within the library collection along with the number of holds in the queue Information such as title and ISBN are available for easy ordering of additional copies for the library collection a Asa consortia group use the Library menu option to view a hold report for specific libraries or all b Select desired parameters including Subjects Format Audio eBook Audience Subject All Format Audio Book eBook Audience All Summary yes No c Summary Report The Summary Repo
8. Malen bes Dinan Lais Dunn Los eae en Bak Micha Wend Izd 3 add a title to the collection move your mouse over the jacket image This will make the jacket swing open to review additional options Click on the Add to Staff Picks option Page 18 of 44 digital me Mff A confirmation message displays after each title is selected Continue searching and selecting titles until you have completed your collection Staff Picks Manage Halloween Titles 4 After all the titles are selected click the Back icon to return to the Staff Picks menu Tip The screen layout may be changed at any time by clicking the desired option to the left of the Search icon located in the top right corner of the screen Staff Picks Manage Halloween Titles Publication Date Date Added Format Houghton Mifflin Publication Date 08 31 2008 Damm o Perez Marlene Dead Is the New Black 5 If a title was added by mistake click the Remove icon The title will be removed from the Staff Pick collection Page 19 of 44 account O X hk Home Settings Reports Reviews Xt Settings 1 Click Settings 2 Click Staff Picks Settings Staff Picks C Hide disabled Staff Picks Action Order Name Description Status No of Titles This Monts Too Picks Disab
9. check or uncheck the To disable enable a category go directly to the Display Category to Patrons box Tip Page 23 of 44 60 Mf eaxerctavtor Xt Settings Customize Magic Wall Hide disabled Category Action order Name status orTives catego ve Ea EE 5 zo me x gt 2 My Catogory Disabled 1 No The screen will refresh and the category you have created will display in the list and on the Magic Wall if the checkbox has been selected to Display to Patrons A default category of Yes can t be deleted or changed only disabled Page 24 of 44 by Bak axis360 Mf eaxerctavtor aylor 2 5 2 Change the Category display order on the Magic Wall Settings Customize Magic Wall Hide disabled Category Action name Status ortites Deteut Category w wes ce Yes 1 change the category display order simply click drag and drop in the order you want them to display 2 5 3 Edit a Category X Settings Customize Magic Wall E Hide disabled Category Action Order Name Status ofTites Default Category gt ad oes 22 ves o Px Eme 2 No 1 To edit a category click on the Edit Category icon You may then make change
10. the New Barcode and click Search to see if it already exists If the barcode does not already exist a message will indicate that a new user will be created 5 Click Change HF Settings Patron Management Patron Barcode Change Confirmation Patron information User Name mali address j fu 6 To view a list of the Active Check outs and Active Holds for the user click the corresponding link 7 Click Finish The current user s information has been updated with the new barcode and the old barcode has been removed from the system Page 12 of 44 axis36 eRedilllinois fff saker TAYLOR 2 3 3 Merge a User s Barcodes When merging barcodes the user does not lose any currently checked out titles or current holds For example if both accounts have the same title checked out the one with the longer loan period is kept In the case of active holds the older hold is kept so the patron can get the title as soon as possible ZX Settings Patron Management vene PD EmaiAddress Total patrons in the library 133 Acton Rande Mame Emal Address Holds Jereane Dare D 08978746546 John Smith smithi anvlibrary ora d d 0815 2014 O S ossressees4 Miton james jamesresing com KO gt nas6545851 Johnson MJ myemail com e le nes0a 201
11. use the Green Right Arrow icon to select highlighted subjects To delete simply drag and drop into the left hand column or highlight and click on the Red Left Arrow 3 Click next to move to the Audience Tab you may also click on a tab at any time to jump to that section Select from the list of Audiences to be included in the category Xt Customize Magic Wall Create Category select Audience Levels for ires UT Audiences Grosz UI Grado 2 5 age 7 8 E Children s Grade 3 4 Age 8 0 T Children s Grade 4 6 Age 9 11 E General adult E Teen Grade 10 12 Age 15 18 E Teen Grade 7 9 Age 12 14 4 Click next to move to the Confirm tab Page 22 of 44 Category Name D lt q Access Koy Titles in Category 1 Display Category to Patrons a 5 Enter a Category Name and Access Key This key allows a user using a screen reading software to directly access this content This key must be unique to each category list 6 The system will display the number of titles in the category based on selections at Subjects and Audience Click the checkbox if you want the category to be visible to Patrons After the new category has been entered click the create button and a confirmation message will appear Close the confirmation message Category Created x New Category My Category created successfully confirm tab and either
12. 3 2 Change a User s Barcode When changing a user s barcode the user does not lose any titles currently checked out or current holds These are transferred from the old barcode to the new barcode Xf Settings Patron Management BE peus penes uma uuu jui sons tacos iame S Josoreraesss pere lo b JO gt Joseresseesa Miton James cam 5 h pozo JO S mare Johnson MJ myemailoom e b 1 After selecting Settings and Patron Management you may search for a user by barcode or email address Click the Search By drop down arrow and select Barcode or Email Address Enter the barcode or email address in the textbox 2 Once the barcode or email address has been entered click Search or press Enter Page 11 of 44 Number of Rows CIN Total patrons in the library 133 actions Barcode Name Emat Address Holds create Date S 09978748545 John Smith smiti arvibrarvora lc leris 3 Click Change Barcode icon 3 Settings Patron Management Change Patron Barcode Current Patron Current Barcode 08078746546 User Name Jw Sith EmalAddres smith anitraryorg Blo User Name Acoustik User Name Active Checkouts 0 Active Hols gt New Barcode Noe users fod New use wil be crest with this Barcode 4 Enter
13. 4 1 After selecting Settings and Patron Management you may search for a user by barcode or email address Click the Search By drop down arrow and select Barcode or Email Address Enter the barcode or email address in the textbox 2 After entering the barcode or email address click Search or press Enter Settings Patron Management Number of Rows Patrons matching your search 3 Scarch By Create eode Email Address checkouts eas Stem 3 Click Change Barcode icon Page 13 of 44 ff eaxerctavior Settings Patron Management Change Patron Barcode Current Patron Current Barcode 1001 User Name Email Address Blio User Name Acoustik User Name Active Checkouts __0 Active Holds Existing Patron Barcode 1001000070166 User Name Email Adaress Biio User Name Acoustik User Name Active Checkouts D Active Holds 4 To change the barcode enter the New Barcode and click the search icon This will check to see if this Barcode already exists If the barcode is new the message No existing users found New user will be created with this barcode Click Change This will change the users barcode to the newly created barcode If a patron has two barcodes and you need to merge them into an existing account enter the New Barcode existing user s barcode and click Sea
14. e 8 of 44 Mff sakersTavLor Settings Admin User Management 2 2 2 Edita User Z Show only Active users p 3 O O O O Orem To edit a user click on the Edit Icon X Settings My Account Account Information onmi Display Name Admin 529 mors 4 ei en Aces Sts gt Access to Notfications Access to Reviews Access to Edit Logo Access to File Upload Eccc Access Patron Student Management Change Password 4 2 Flaga user as Inactive by unchecking the Active box 3 Adjust Permissions as necessary Note The Master Admin ID can t adjust their own permissions They can only change the password However the Master Admin ID can adjust any other user setup 4 Click on Change Password link to change the password for the associated user E Note In order to have the ability to create and add to Staff Pick s the staffmember also needs access to Library Settings Ifthese two are checked then they will be able to create and add staff pick pages V Access to Library Settings Access Staff Picks Page 9 of 44 axis fff eaxerstaytor 2 3 Patron Management For libraries using Prefix authentication User Management enables the library to search for users and reset passwords All authentication methods allow you to change a user s barcode or merge barc
15. e on this screen click the Save button To view a description of each field hover over the question mark next to the desired field Tip 2 11 Library Site Settings Use the settings to predetermine how the page will display for your users HX Settings Library Settings Library sne setings Laing seins Mosam Lando Ped Main Lenin Peed B Dal Lending Reid O e Landing Page default page that displays when a user accesses the site o Options include Magic Wall or Staff Picks Note Selecting Staff Picks removes the Category Sub Category and View Layout options Category displays on the left side of the Magic Wall e Sub Category displays at the top of the Magic Wall and allows the user to filter titles by making additional selections e View Layout sets the default View Layout for the site Note New titles are discoverable by browsing or searching as soon as they are available in the collection however new titles will not display in their respective category on the Magic Wall until the next day Page 5 of 44 axis eRedilllinois f eaxerstayior 2 1 2 Lending Settings Lending settings are set by the eRead Illinois team If you have questions or comments about the current lending settings please contact ereadillinois railslibraries info Lending Settings Checkout Limit Hold Limit 9 Hold Period 20 Limited v 10 2 Minimum Lending Period Maximum Lending Period De
16. eckout Creme 11520 statisties by user harcode IDusingt Ee EMEN RN GNU ON RR RM TE TN Page 36 of 44 digital media library by Baker amp Taylor 360 Mf eaxerctavto 3 1 9 New Users by Month Graph New Users by Month Graph The New Users by Month graph provides a visual depiction of how many new users have been created checkouts completed and holds within the months of a chosen year a As a consortia group use the Library menu option to view a list of new users for specific libraries or all b Select the desired libraries to review and year to review O cone oo New Users per Month graph T B Ee New Users By Month Graph 2013 Page 37 of 44 R axis3 Mf eaxerctavtor 3 1 10 Total Users by Month Graph Total Users by Month Graph The Total Users by Month graph provides a visual depiction of how many total active users exist checkouts completed and holds within the months of a chosen year a Asa consortia group use the Library menu option to view a list of new users for specific libraries or all b Select the desired libraries to review and year to review Library T Year ESTEE t Totals Users per Month graph Page 38 of 44 Mf eaxerctavtor 3 1 11 Active User Report Active User Report The active user report prov
17. fault Lending Period 1 2 1 e Check out Limit maximum titles a user may check out at one time Hold Limit maximum titles a user can have on hold at one time setting the limit to 0 allows unlimited holds e Hold Period length of time a user has to check out a title after the title is reserved Minimum Lending Period minimum number of days a user can have a title checked out e Maximum Lending Period maximum number of days a user can have a title checked out e Default Lending Period default number of days a title is checked out when the end user selects Check out Now Page 6 of 44 Ef saxerstavtor 2 1 3 Enable Patron Reviews Select Enable Patron Reviews if you wish to display user reviews of library titles If reviews are enabled you are responsible for reviewing and either approving or deleting them If a review contains any blacklisted words a list of terms that you establish as potential red flags when you set up your Axis 360 site it will be categorized under the Blacklisted Reviews heading away from other pending reviews When you set up your Blacklisted Words list use a semicolon to separate each term Enable Patron Reviews Patron Reviews Enabled E view other Public Reviews Make My Reviews Public 9 E Make Reviews Public To Consortia E View Public Reviews From Consortia Tag Line O Blacklisted Words e Patron Reviews Enabled allo
18. ides information on the Total Patrons that are new users and Active Users a Select desired date parameters From Date EA uu ToDete 12 25 2014 12 00 00 AM B Onu Report Active Users Report Dare Range To Create Dare 3 1 12 Adoption by Month Report Adoption by Month Report The adoption by month report provides a summary of total patrons and new adoptions for the time period selected along with type of adoption iOS or Android a Select desired date parameters From Date SH nuu To Date 12 29 2014 12 00 00 AM E O nu View Report oai etre SE Total Adoption per Month Date Range To 12 28 2014 Create Date 12 23 2014 10 41 36 Page 39 of 44 by Bak axis360 eRedilllinois Mf TAYLOR 4 Reviews Using the options under Settings Library Settings you can control the site display which includes if reviews are enabled on your site If your reviews are enabled the functionality below is available 4 1 Reviews You have access to user title reviews which must be approved before they are visible on the Site The text cannot be edited reviews are either approved or rejected in full 4 1 1 Approve or Delete Reviews account Lage CO GO amp 7 Meme Settings Reports Reviews ins 1 Reviews may be accessed by clicking Reviews or Home from the main menu 2 Click Reviews Page 40 of 44
19. ired parameters including Subjects Formats Audio eBooks Audience and Purchase Date Ranges to customize the inventory report for the library s need Library v Subject All Format Audio Book eBook x Audience Al x Purchase Date From wut 11 11 2014 Summary ves No c Summary Report The Summary Report provides the library a high level numeric count of the number of quantities owned and the number of current holds Select Yes to view the Summary only report Inventory Report Inventory List Report Oana meng i ra Ani sas Bert i ge hat fo rte manent 5 Inventory Summary Report 9528 15642 E 27 Page 29 of 44 Mf eaxerctavior 3 1 2 Circulation List Report Circulation Report The Circulation Report provides information of the circulation statistics for the titles within the existing collection This report will provide information about checkouts by format including Blio ePub PDF Acoustik This report also includes the current hold statistics a Asa consortia group use the Library menu option to view a circulation report for specific libraries or all b Select desired parameters including Subjects Formats Audience Circulation Date Ranges Subject All Te A Formet Audio Book eBook
20. led 4 LX 3 Click Relabel Staff Picks and enter the new name for Staff Picks in the textbox After the new label has been entered click the button and a confirmation message will appear Close the confirmation message Success x Succesfully renamed label to Staff Picks Page will now refresh The label has been changed on the site Page 20 of 44 Mf TAYLOR 2 5 Customize Magic Wall With Customize Magic Wall you can select the categories you want to display in the Left navigation area of the Magic Wall You may also create edit enable disable and order categories in the sequence you prefer You may also rename categories App Zone Browse Sul ORORO Social Awareness BUSINESS L amp ENTIEPR children 2 5 1 Adding a Category to the Magic Wall 1 After selecting Settings and Customize Magic Wall click Create Category Settings Customize Magic Wall zo z 7 Hide disabled Category zo ze amm Page 21 of 44 axis TT Customize Magic Wall Create Category b 2 on show set currently ary UT Selected Subjects EA Es 2 Under the Subjects tab select the subjects you want to include in the category you are creating and drag and drop them into the right hand column You may also
21. odes 2 3 1 Reset a User s Password You can reset a user s password The user will then be notified of the new password Jot Settings Patron Management pu Total patrons in the library 133 fActons iame holds imate Date 2 John smit porum lo b konsam gt osoressecs4 Miton James jemesplesrg m JO S gt Johnson MJ myemailoom jo b ZEA After selecting Settings and Patron Management search for a user by barcode or email address Click the Search By drop down arrow and select Barcode or Email Address Enter the barcode or email address in the textbox 2 Once the barcode or email address has been entered click Search or press Enter W Settings Patron Management 8 Total pavons in the 135 ce oaae ew 0 prse Lasse hinien mm 3 Click the Reset icon Page 10 of 44 by Baker axis360 Mf eaxerctavtor Reset Password Username Email Address New Password Confirm Password Email user 4 Enter the new password in the New Password and Confirm Password fields 5 The Email user checkbox is selected by default After you click OK the user will receive an email containing the new password 6 Click OK You will be returned to the User Management page and a confirmation message displays 2
22. option by Month Report 4 Reviews 4 1 Reviews 40 4 1 1 Approve or Delete Reviews 40 4 1 2 Blacklisted Reviews 5 Magic Wall Admin Access 5 1 Hold Queue Management 5 1 1 View Users in the Hold Queue Page 3 of 44 eRed ljlinois Mf eaxerctavtor 1 Introduction Welcome to Axis 360 As an administrator you ll have access to the Library Administration portal where you can edit and customize your Axis 360 site run reports manage user reviews and more This user manual will teach you to navigate and master the system s administration tools 1 1 Site Access and Home Page To access the Library Administration portal enter http your Axis 360 site URL admin Below is the login page for the Library Administration portal Enter your username and password and click the LOGIN button Log In Once logged in you ll be directed to the home page where you can adjust your settings run reports and approve or delete reviews or access the Magic Wall with Admin rights Home cic Wall Admin Access Page 4 of 44 axis3 eRed ljlinois iff 2 Settings Here you can access and adjust your library settings and manage users notifications and staff picks 2 1 Library Settings The options available under Library Settings allow an Administrator to manage and edit settings associated with the site After any changes are mad
23. rch X 5 Click Merge Accounts Settings Patron Management Patron Barcode Change Confirmation Barcode manara euve Hates lt q 6 The barcodes have been merged To view a list of the Active Check outs and Active Holds for the user click the corresponding link 7 Click Finish Page 14 of 44 2 3 4 Deactivate a Prefix Verification Patron You can now deactivate individual patron logins if you use Prefix Authentication 1 Anew Edit Details option has been added to the User Management page ZX Sales QA Demo Library User Management ome nee GEES Email Actions Barcode y Email gt PIGR0003789 gt 24120000033 Orsreg 2000021366 2 The Edit Details page displays Uncheck Active to deactivate login for the associated patron Additionally you can edit the user s Display Name or Email address on file if you wish Edit Details Display Name 3 Click Save 4 Patrons who have a disabled account will receive an error message when they attempt to log in to the Axis 360 site indicating that their account has been disabled and to contact the library for more information Page 15 of 44 axis 360 eRedglinois With Staff Picks you can showcase selected titles from your collection Your pat
24. rons will see this section when they first log onto Axis 360 if you set it as the Landing Page under Settings gt Library Site Settings You may create an unlimited amount of Staff Picks collections These collections can also be enabled disabled renamed or saved Sara shepard 2 41 Adding a Collection to Staff Picks Settings Staff Picks 7 Hide disabled Staff Picks nomeu Pets EXAM Acton Over Name Description Stats Na oF Files arr 5 PI 1 After selecting Settings and Staff Picks click Create Staff Picks Create Staff Picks List 2 Enter the Name Description Layout Start Date End Date 3 Click Create A confirmation message will appear once the staff Pick has been created you will need to enable it for viewing by clicking onthe 7 Edit icon Page 16 of 44 OR delivere by Baker 360 eRedglinois Mf eaxerctavtor Settings Staff Picks l Hide disabled Staff Picks Rebbel Sia Picks Action Order Nome Description Status No of Tiles AX 2 liowoon Disabled o ZHE 4 To order the collections on the Staff Picks page hover over your selection Using the mouse left click and hold down the mouse button Drag the collection to the desired location Release the left mouse button to drop the collection Click on Edit to enable or disable a Staff Pick
25. rt provides information related to the title quantity and current hold quantity within the collection Select True to view the Summary only report Hold Report Hold List Report mem ont fie Den Cm rece cme mm i m S pon contr m Em m Biene 850 Be Heche sek 9 sess oe Na Fe Sac pes m misst iD TRIP omission Wee Wadone Ltn many rents metum anawaona mer Ganam ums feum nca s 2 Page 31 of 44 R digital media library Baker amp Taylor e axis360 Mf 3 1 4 Inventory Circulation by Month Inventory Circulation by Month The Inventory Circulation by Month graph provides information related to the number of checkouts for the month The details provided are a cumulative total for the formats selected 8 Asa consortia group use the Library menu option to view a circulation by month graph for specific libraries or all b Select desired parameters including Report Year Format For brary Format m Circulation by month graph Circulation Report Graph Dec Nov Sep Aug m dun May Apr Mar Feb Jan Dj
26. s and save 2 To manage view a category click on the Manage View icon This will open the Category on the Magic Wall in a new browser window 3 To delete a non Default category click on the delete icon Page 25 of 44 360 eRedglinois Mf eaxerctavtor 2 5 4 Disable a Category Settings Customize Magic Wall ty aes Acton Name gt Status Detour Category 1320 Yes Eme 2595 Yes 1 To disable a category click on the Edit Category button 360 b xr Home Repors Reviews 4 Customize Magic Wall Edit Category Sees S Selected sues mE 2 This will open the Edit Category option Click on the last tab Confirm Customize Magic Wall Edit Category on pene Ael po Tules Category E 3555s Bpen 3 Uncheck the box next to Display Category to Patrons 4 Click Apply Page 26 of 44 Mf eaxerctavior 2 6 Barcode Management File Upload Non automated libraries that have been flagged by BT Admin with this ability will have access to a File Upload section within the Settings page Only one option User File will display in the Upload a File section This will let you upload a file of users who have access to your digital collection Any user acces
27. sing the system who is not included in the file will be denied access Settings File Upload Upload A File hs dated Enored users ES sere E inserted S Deleted Ss Updeted Eror B serene Password Fist Name pepe ee Desc S stasrams QUADIR ABRAMS Yes Siudentt testorgcom E aaen axisg60stu SUMI AKTER Yes Studenti testora com S lanaran ansasnstu ere mau Lys eom Page 27 of 44 Mff sa ken TAYLOR 3 Reports Create and download inventory circulation holds and user reports Each report is described on the page and a sample of the report format displays when you hover over the report name Account Log OFF X xs m Home Setings Repos Reviews Reservations 3 1 Available Reports When running reports select the button for the desired report and select the parameters Page 28 of 44 0 Mf TAYLOR 3 1 1 Inventory List Report Inventory List Report The inventory report provides information of all titles currently owned by the libraries including attributes such as quantity purchased total checkouts current holds subjects audience formats etc a Asa consortia group use the Library menu option to view an inventory report for specific libraries or all b Select des
28. ws end users to write reviews My Reviews Public allows your end user reviews to be visible to other libraries using Axis 360 e Make Reviews Public to Consortia allows your end user reviews to be visible only to other libraries in the eRead Illinois consortia View other Public Reviews see reviews from other libraries that have made their reviews public Public Reviews From Consortia see reviews from other libraries within the eRead Illinois consortia Page 7 of 44 2 2 Admin User Management Admin User Management enables the library to add update or activate inactivate users An Admin User will also have the ability to decide which permissions the user will have access to 2 2 1 Create a New User 1 You can create a new user by clicking on the Add User icon Settings Admin User Management Show only Active users n swans S pcm s eame gt Wow foma C E I m 00909 2 Enter at a minimum the three required fields User Name Password and Confirm password X Settings Admin User Management Create New User ideas Required fol username et comes Display Name Ex E 1 _ AN gt Eu dI Thane Fit T keas 1 Parone Managemen OER OE 3 Check the box to activate the user 4 Select the permissions the user will have access to 5 Click on Save Pag
29. y registered library patrons accessing the Axis 360 collection a consortia group use the Library menu option to view a list of new users for specific libraries or all b Select the desired libraries to review if necessary select a specific time frame for the report Library From Date A To Date iw Page 34 of 44 axis3 digital medi Bake New User per Month summary display Expand Collapse the details using the option New Users Per Mouth Expand Colapselibvary amp monthly detailview to include checkout Statistics by user bareode ID using the New Users Per Month E Page 35 of 44 eRedglinois ff eaxerctavtor 3 1 8 Total Users by Month Total Users by Month This report provides an overview of all registered library patrons accessing the Axis 360 collection a As a consortia group use the Library menu option to view a list of new users for specific libraries or all b Select the desired libraries to review if necessary select a specific time frame for the report me mm Bar eneon E38 Inu Total User per Month summary display Total Users per Month Expand Colapse the library delis using option Total Users per Month Expand Collapse library amp monthly etal view to include ch

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