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L4U Web Manual

1. Contains warnings about possible loss or damage of data Navigating Freedom Navigating Freedom is quick and easy using the Freedom Toolbar page 67 or the Freedom Dashboard Individual functions within Freedom ie Library File Acquisi tions etc have their own Toolbar Also some of the buttons on the Dashboard will be different depending on which function you are currently in Introduction Freedom Dashboard Once in one of the Freedom Functions the Freedom Dashboard is avail able to navigate to a previous or next record as well as to Save your edits or to Cancel to discard your edits Use the Freedom Dashboard navigation buttons ie Save Next Previous Cancel etc and not the Internet Browser Forward and Back buttons Tips and Tricks for Data Entry or Data Management The following tips are considered good practice when using an Internet Browser and will help you during your day to day activities e Press F11 on the keyboard to dismiss the Internet Explorer Firefox navigation buttons Press F11 to bring them back More of the Freedom screen is now visible Apple s Safari has similar commands via the View menu Pressing TAB will take the text insertion point to the next entry field and SHIFT TAB takes the text insertion point to the previous field e All fields with associated Authority Files or Control Files utilize drop down lists for easy entry In the appropriate field type in the first few characters and a
2. LAU Freedom Query Editor Tips The Query Editor allows you to perform very complex searches Multi Level Searches may be executed at one time however the search will become slower as more criteria are added The fastest searches are is equal to and is not equal to and the slowest are Contains and Does not Contain Topic Management Topic Searches allow a librarian to easily build one button searches for their patron s needs The Topic Searches are then available in the 1PAC For example a librarian could create a series of searches for a reading assisted program that addresses a mid dle school curriculum requirements The patron would then click a button that finds all these materials This list would be dynamic As materials enter circulation or are 119 L4U Web Manual weeded out the resulting list would update automatically Also the librarian can choose a picture that fits the nature of this Topic Search rcs Ne z eo MI t rann Les J Leaps Lagi 5c ee Sawa Bag au p r 3 a j P LE Sey ed ii aql ed ER Dada di kan W TENE TALDE Zi N EE a TE adero Chaat EAs lt ie Pippie eben TC kanan Te i fazil Multige Advanced Hespe Kee tama Linke Help EL 3 Lau Enterprise Training Library Topic Search Creating a Topic Search is easy 1 Create a Topic Name the topic and assign a picture to it In the above screen shot of the iPAC Sports is the topic name and the chosen picture a
3. 1 500 Natural Sciences Mathematics i balat Tope to dai amp mai Ales ide cm bere Link Help nek Search biker ite M BENS Sisin t jz u ln ara ores Capyep eE 270 BAH ifrenn Filerenry lr Aii agi d iris disihi Cl ie il ni anal Gicldete C1 Ei On the iPAC homepage click Topic Search The Topic Search Carousel appears e Click the Curved Arrows to move through the list of topics e Click the Play button to start the Carousel Click the Pause icon to stop the Carousel 3 Click on the appropriate Search icon pepe 500 Natural Sciences Mathematics maz a A submenu may appear with more search icons or e A list of search results is displayed 41 L4U Web Manual Picture Search For L4U Platinum Users Picture Searches have been replaced by Topic Searches in L4U Platinum Elite Please refer to Topic Search on page 40 on how to use L4U Freedom Topic Searches MultiSeek The Multi Seek option provides the client with the ability to search on multiple topics at one time Boolean operators combine terms for more streamlined results To per form a MultiSeek search 1 On the iPAC homepage click MultiSeek on the toolbar or the menu 2 From the drop down menus on the left Select the field s to search 3 In the field s provided Enter the search criteria lt 4 i 4 From the drop down menus Select the Bool ean search operand e OR used to receive search results that cont
4. L4U Web Manual Allow Reserves Bookings from the Web If licensed for L4U Freedom you can choose to allow or disallow item reserves to take place from the Web To set this option File gt Prefer ences gt LAU iPAC gt Search Allow Beserves Bookings from PAC Show Social Networks links Default Search Rest Display lt Options tab and click in either N Ik wt Yes or Vo beside Allow PN S yene ien Reserves Bookings from Peres ASAN MM C iPAC This setting turns Web RN reserves on or off for a fa patrons If you wish to allow 9Ac C zstemization _ ronem customiestion reserves for some or all patrons you then configure the Web Privileges in Homerooms Please refer to Set ting Web Privileges on page 27 for more information on how to configure these options For more information on placing reserves via a web browser see Reserves on page 70 or if placing reserves from Freedom Circulation see Placing Reserves in Freedom Circulation on page 146 Show Item Ratings If licensed for LAU Freedom amp you can choose to allow or qm r2 disallow the display of Item Ratings To set this option File Preferences LAU Ann sk ON on iPAC Search Options tab a and click in either Yes or No hamber of days tems stay new Use Fact Matching of Hyperlinks beside Show Item Ratings Copies View OC Authority Keyword Searches C O This setting prevents patrons Keywor
5. 0 9 0 c The icons are from left to right amp Freedom Home Returns to the My Freedom Profile home page 4 Circulation Please see LAU Freedom Circulation on page 136 i Client Management Please see Freedom Client Management on page 128 Ew Library File Please see Modifying the Library File on page 106 4g Reserves Please see Placing Reserves on page 158 Reports Please see Online Reports in LAU Freedom on page 170 as Acquisitions Please see Freedom Acquisitions on page 80 t iPAC Returns to My Profile Freedom Dashboard Once in one of the Freedom Functions the Freedom Dash board is available to navigate to a previous or next record as well as to Save your edits or to Cancel to discard your edits Use the Freedom Dashboard navigation buttons 1e Save Next Previous Cancel etc and not the Internet Browser Forward and Back buttons 67 L4U Web Manuall My Items Out amp Renewals 68 Items currently out can be viewed by either of the following methods My Profile page The logged in patron s items are listed under the tems Out tab My LAU Freedom Profile page Enter a patron in the Basic or Freedom Circulation and their items will be listed The page illustrated will display all items currently out to the patron including overdue items listed in red Items can be viewed and renewed from this page To Renew Items via My Profile Web Renewal Wizard im Sra
6. Common An explanation of the available fields within the Common screen follows This is the Primary Information for the catalogued material Note 84 Accession Ei Copy 1 ISBN1 9 ISBN2 Status Arrived v Title 9 Subtitle T Edition L Pr xa naca Authors s Publisher Miscellaneous PliPub Yr of Pub Call DeweyiLc Cutter Q cen Gams Accession Accession 1s also known as the barcode This field should contain a unique Accession within the local collection although this accession number may be in use at another location e If using pre printed barcodes scan the barcode into this field after affixing the barcode to the item being cataloged e If LAU is generating the Accession PT T Click the icon to generate the 0 next Accession L4U can be configured to generate the next Accession on a location by location basis or district wide Please see Bar codes in the LAU User Manual for more information The Accession Number of an item can only be modified or left blank while the item remains in the Acquisitions File Once the record has been Posted to the Library File the Accession becomes fixed and cannot be edited The Accession Number amp Title are the two mandatory fields in a new item Chapter 4 Data Entry Copy When items are duplicated using the Duplicate button the program automati cally increments the Copy Number by one for every additional copy of the item This
7. on page 31 in the L4U Users Manual To quickly rebuild the Local Call Number click the Rebuild Icon to the right of the field see page 81 Dewey LC This field contains either the Dewey classification or elements of the Library of Congress Call Number Cutter If left blank upon saving the record LAU will generate a Cutter consisting of the first three characters of the Author field If the Author field is blank LAU will use the first three characters of the Title as the Cutter The Cutter also appears as the Call Letters which follow the Dewey in the Call Z To quickly rebuild the Cutter click the Rebuild Icon to the right of the field see page 81 LCCN The Library of Congress Control Number LCCN is a unique number assigned to a USMARC record by the Library of Congress CheckMARC Platinum is a cataloging tool built in to LAU Please CheckMARC in Freedom Acquisitions on page 94 for more information 86 Chapter 4 Data Entry Main The Main Screen section contains the important Control Files and other fields Loan Type REG Regular Editor lllst ISSN Media HCB Hardcover Book Series Time Life student library Volume lssue Department MIS Miscellaneous Level Senior Pages 288 p Vendor MIS Miscellaneous Condition Entryllssue Location L4ULL Default L4U Local Library Cost 20 RV 2 User Defined Fields Field 1 Field 2 Field 3 Loan Type Loan Type is a mandatory field The code entered here determines the circula tion pe
8. L 4 W E B MANUAL for Enterprise 3 1 amp Elite 3 1 L4U Library Software Copyright This manual and the software described herein are copyrighted with All Rights Reserved Under the copyright laws the text and illustrations in this guide and the software included with L4U Library Software products may not in whole or in part be copied photocopied reproduced trans lated or converted to any electronic or machine readable form without prior written consent of L4U Library Software Copyright 2011 SRB Education Solutions Inc All Rights Reserved World wide Trademark 4D 4D Server 4D Runtime and 4th Dimension are trademarks of ACI US Inc and ACI Macintosh TM is a registered trademark of Apple Computer Inc Windows 95 98 2000 NT ME XP Vista amp Windows 7 are registered trademarks of Microsoft All other trade names are the registered trade mark of their respective holder Introduction Introduction Welcome to L4U Library Software Library Management Made Easy The staff at L4U Library Software would like to thank you for your purchase We are confident that you will find our software to be a valuable tool in ensuring the efficiency of your library operations About this Manual Every L4U installation with Web Server allows patrons to search the collection via the iPAC Internet Public Access Catalog LAU Freedom licensed users are granted administrative access to the collection via the iPAC This user
9. Note A list of materials currently circulating for the patron can be produced from the Circulation window Printing from this window produces a printer friendly page Overdue Reports by Email LAU allows overdue notices or reminders to be emailed to Patrons or Homerooms For this feature to operate properly valid emails have to exist in the patron records see Additional Info on page 131 and the homeroom files see Homerooms on page 62 in the L4U Users Manual The notice contains the selected details of the overdue items Email to Patron Subject Overdue Items from LAU Enterprise Training Library L4U Enterprise Training Library is listing that you have 2 items overdue The details of those overdue items are listed below Client Code C0012 Client Name Coyle Greg Accession 001393 Item Title Culture smart Due Date Apr 22 2009 204 00 Fine accrued 41 00 Notifications 0 etc Replacement Email to Homeroom Contact Chapter 10 Freedom Reports L4U Enterprise Training Library is listing that your homeroom has 9 items Overdue The details listed below Client Code C0251 Client Name Bell Taisia Accession 000096 Item Title Oct 28 2009 0 00 Fine accrued 0 00 Notifications O0 etc Due Date Replacement To email Overdue notices to Patrons 1 Log into L4U Freedom see L4U Freedom Login on page 66 2 Click Reports from the Freedom Tool bar Choose
10. Once a reserve has been placed patrons can view and delete reserves from the web To view their reserves a patron first must log in to the 1iPAC Once logged in the patron can access their reserves through My Profile To view and delete reserves from My Profile 1 On the iPAC home page click Login 2 Enter the Client Barcode and the PIN Password 3 Click Login 4 My Profile screen will appear click Reserves button or click the Reserves tab 5 The Reserves screen appears with all current reserves listed iT L4U Demo Library Reserves Ben has 9 reserve s gt on all items in your current Bookbag Place a Hes Call Loon of E eee ger ota nuor sarana aon ecra mis as a fofa 1 001 facts about 567 9 anosoure CLA n 50 American heroes Denenberg 920 073 every kid should meet Denrus DEN af ene perreo femme ewe sa e s eue were ovoor ojom Man gano ce o as Ahura petbusiness ioone e gano rek is S o a As long as there are 599 5 D ewe Mace here we paio evene lt s ie a ofa oo2 76 ave planet he ayatt Andrew tx s e GELL powered by Kelowna Software Ltd s award vinding Ubrary Automation Software Library 4 Univers d Copyright 2006 Kelowna Goftware Led All tights Reserved Worldwide C1 0 Do one of the following e Select the checkboxes beside the items to remove from reserves and c
11. Windows 2003 XP Vista Windows 7 1 Start gt Run e Windows 7 Users just click the Start button 2 Type CMD and click OK e Windows 7 Users just press ENTER 3 Inthe DOS screen that pops up type IPCONFIG 4 Press ENTER e The machines IP Address is displayed Record the ZP Address exactly including periods dots This IP address is used in the address bar of the Internet Browser program to access the library records Use the for mat http IP Address Port Number where the IP Address is the series of numbers determined above and the Port Number is the port number set in Preferences see Publishing the L4U iPAC on page 7 A Port Number is only required if the default port 80 is not used An example of an address would be http 139 142 220 198 8080 which would be acceptable for a Mac L4U Server Note For most configurations the computer acting as LAU iPAC Server must have a static IP address If unsure whether your computer has a static IP Address please consult your local computer technician Chapter 1 Configuring iPac amp Freedom Setting Configuration Options When setting up the L4U iPAC server there are a number of options to consider For Example which computer will publish the collections what language will the iPAC be displayed in how to customize the look of the iPAC etc The following pages describe these options and how to set them up These options are found at File gt Pref erences gt L4U iPAC gt C
12. Cheap Seg Heg Nak Dec G N l poa cim ber derbari don T Curen arton OF f ee a Bites in che Pex poe ali a mra eh h 6 Click Save Click OK 8 Click OK when the process is complete a Delete When materials patrons or reserves records are no longer needed in the L4U data file their records can be deleted Bit Displayed page 1 of A 5 records wi piy Hd 246 pud ss To Delete records 1 While in the appropriate file Subset the records that need to be deleted To select all the items in the current subset or view Click Select All Click Delete A Confirmation screen appears Double check the number of records to be Deleted and Click OK or if the number of records is incorrect Click Cancel 5 Click OK to confirm the deletion pae List Search Use List Search to produce subset lists of items by scanning in their barcodes This is especially useful for creating a subset of disparate materials for marking global changes or deleting Note List Searches are a handy way to weed materials that are no longer needed If you end up with a box full of items List Search is much faster than deleting them one at a time 115 L4U Web Manual To Use List Searches Libwgrg Ma Ln Tauarch 1 While in the appropriate file Click Search records in Library File List Search 2 Click in the search field 3 Scan the barcodes of the items to be subset e Barcodes may also be entered manually
13. Initial Screen in PAC C Spell Check Search Criteria 60 E First Screen after Login o Home Perform Similar Searches Eng Logout settings Display Search Suggestions Logout Button aK Details Balloons C Automati Teneout in O minutes Easy Search on every page Active Directory Login Windows Allow Network Username Login G Select O to proren Automatic Times Restrict Easy Search processing to n items Patron s Customization Settings Default Cancel Save Default Results Display List This is the basic view of the search results which can be customized Please refer to page 23 for more information e Details This option shows the patron the individual library items in more detail including bookcover e Biblio The results list is similar to the Details view but in bibliographic format Bookshelf This will show your search results in a bookshelf format Default Sort The results list can be sorted in one of three ways LCN will sort in shelf list order etc Default Sort direction is in ascending order Highlight Search Criteria This option will highlight the search terms in the resulting lists Spell Check Search Criteria When performing a single field search 1 e not Multiseek and no or few results are displayed due to spelling error LAU will check the spelling based on the actual items in the Library file and suggest alternative searches based on the correct or alternative spelling Perform Similar Sear
14. Period for the Loan Type Code when circulating materials This setting is useful for Patrons who require set circulation periods that usually exceed a normal Loan Type period For Example If a Patron with a Circ Override of Chapter 6 Client Admin 10 days checks out a book with a Loan Type Code set to 7 days the due date will be 10 days from the date taken out Totals Total Out this Year and Total Items Out Now are L4U generated circulation counts that can be viewed only Additional Info Additional Information Pin tchrsrgold Network Username Alternate Phone E mail Address bob ezsd com Gender N A Drivers License Message Parents Name Entry Date 3 2 2006 3 mm dd yyyy Mothers Name Mothers Phone Father s Name Father s Phone Guardian s Name Guardian s Phone Notes keep an eye open The Additional Info tab contains contact information for the patron As well it is where the PIN Personal Identification Number is entered A PIN has to entered if the patron wants to log into L4U An email address is necessary to send Overdue Notices and Bookbag lists Any information entered in the Message field will be dis played in Circulation The Network Username is only necessary when Active Direc tory integration is enabled in Preferences For more information on Active Directory integration see Active Directory Integration on page 54 in the L4U Users Manual ltems Out It
15. The Photocopying Circulation Alerts Throughout Freedom Circulation L4U uses various alerts or messages to notify the user of special circumstances These can include patrons with overdues and or fines reserved items ready to be picked up or maximum number of borrowed items reached When these messages appear steps must be taken to either clear the message or provide L4U with the requested information The following are examples of mes sages a user may encounter Client with Overdues Overdue notices will appear when a patron with Overdues is entered in Circulation The overdue items are displayed in red in the Item Info area Client with Fines If a patron has outstanding fines a warning message will appear To allow circulation Click Allow To prevent further circulation to this patron Click Disallow Circulation amp Q Cir Comiras Reserves Renewals fines and Changes Enter Barcode Here C DOCS nand imn Clear Client has total Fines of 167 60 Allow Circulation msg Q6 152 Chapter 7 Circulation Maximum Reached If a Patron attempts to Circulate an additional item after his her maximum number allowed is reached a warning message will appear To allow the circulation Click Allow To prevent circulation of the additional item Click Disallow Client has reached the MAXIMUM af 2 Item s Qut Disallow Allow Circulation anyway mag j Cody CHHT harm Chablis Rimon Homeroom Foro Hom
16. ensure that the Add a Charge tab is selected 2 Inthe Description field enter the nature of the charge 3 Inthe Amount field enter the amount of the charge 4 Click Apply Click the Total Charges tab to view the new charge Apply Credits If overpayments have been applied to the patron s account as a credit then the credit may be applied to either fines or other charges The process is very similar to applying a payment To apply a credit 1 Select either the Returned Item Fines tab or the Total Charges tab Check off in the Pay column those items to which the credit is to be applied Click Apply Credit The Confirmation Page is displayed To confirm the application of the credit Click Confirm To return to the Fines and Other Charges screen without applying the credit Click Go Back asc DM Client Fine History All fines and other charges that have been paid or waived can be reviewed by select ing the Client Fine History tab Information displayed includes the description of the 151 L4U Web Manual fine or charge the date charged and paid waived the amount of the fine charge and the amounts paid or waived Fines amp Other Charges Total Amount Due 49 70 Jim Scanlon Fia 4720 Hi Other Charges 2 50 EE reee mene to rmn Return Change Homeroom Staff Change Due 0 00 itternet tets tos iiasal for acters The Compete dots guide lo creasing an HTML Wee page
17. ing the search crite ria and the number of items attached to it Example When searching Author the resulting list will be of Authors names only with the number of library items by those individuals The user may then click on a specific Author to view all items by that Author Authority display is not available for Keyword or SoundsLike searches Results Currently Displaying Hits 1 te 2 of 2 Hits Returned by Your Search Last 15 Hits First 15 Hits GRABS Davered aby Kalexn a Seftuaen Les 3 award winning Library Ay amation Sattware Library 4 n y gesa Cesyrighe 2000 Kelowna Geftvare Ltd All Rights Raterved Merldvida C1 0 11 L4U Web Manual 12 To select which format search results are displayed in 1 File gt Preferences 2 Click L4U iPAC 3 Select the Search Options tab a 4 Under Default Search Display pnm meom om Select either Authority or Item show toc twos is Ovos ONG 5 Click Save oru Use Exact Matching of Hyperlinks Yer Ne Copies View On Authority Keyword Searches O DAD Keyword SoundsLike searches Add wikicerd to Keyword Seardws Yes Fuld ar s to Keyword Searches Y fe PAC Customization freedom Customization New Items Search Options The L4U iPAC uses a toolbar that is consistent throughout all screens and can be found at the top and bottom of each page This toolbar has a New Items button This is used to quickly view all i
18. nfo button will reveal more information on the Item currently cir culating Author cost of the material and other useful informa tion for the forgetful patron is readily avail able Lenal Call d TR N ROC Dur Dale 4 22 2000 Compie art curriculum eciseitus kil HEC e smart sion 001393 gt Due Date 4 22 2009 Author Rodriguez Susan Cost 0 RV Level Intermediate Pages xiv 382 p Publisher Prentice Hall Pub Year c1999 Studebaker Smith Henshaw Location Secondary 143 L4U Web Manual Lost Items 144 One Click Renewal To quickly Renew an item Click on the Renew icon The item is renewed using the current settings for the Item and Patron More information on Renewing Items is covered below Complete art curriculum activities kit Accession 001395 Local Call TR 372 5 REU Due Date 4 22 2009 Local Call x TR 306 ROD New Due Date 6 14 2010 A Printer Friendly version of this Circulation page is available using the Web RNC gai Browser s Print function Patron Items that are known to be missing should be marked with a status of Lost If a patron has misplaced an item you will need to adjust the status of the item and make it unavailable for future circulation To change the status of an item to lost 1 2 Locate the Patron with the lost item Click the nfo button for the lost
19. publish the iPAC at that station Multi Homing If the computer used for LAU iPAC Server has two network cards and you only want to use one for the iPAC server LAU system settings must be changed Go to File gt Preferences gt LAU iPAC gt Configuration amp Startup tab Enter the IP Address of the network card to be used Click Save If the LAU Server doesn t have multiple network cards and it is desired to have LAU publish on the IP Address assigned to the built in Network Card then leave this field blank District Logo Use this feature to display L4U IPAC Windows Internet Explorer another graphic in place of GI Ereren j the L4U logo which appears in the iPAC and Freedom eR pages Locations can have NT WW their own Logo and if defined will override this set ting in Preferences DRse Training Librar e y cene ccn senem uploading Lega pti aed Remove Requires Quicktime M installed on the LAU Server computer For better blend ing of the logo image with the web page the image file should be in either PNG or GIF89 format and should have no background Using JPEG images is acceptable but not recommended The maximum size of the placeholder on the web page for the logo is 94 x 315 pixels It is recom mended to create a logo image with exactly 94 pixels of height or less and a width of 315 pixels The image will be resized if it exceeds the size of the placeholder Resiz ing may lead to p
20. r 7T2 Grad Year Suspended Telephone Number 1 800 667 3634 Total Cut This Year Maximum Total Active Fines Grade Level Fines Points Total Social Insurance Other Charges Total Birthdate 1 19 1939 F Card Expiry Date 90 00 00 3 m mid dy mmiddAnyy Maximum The Maximum field is for the maximum number of items that a patron may borrow at one time This value must be greater than zero in order for a patron to circulate library items Suspended This feature can be used to temporarily suspend Patrons from circulating library items If Yes is selected and the Patron attempts to borrow an item a warning message appears on the circulation station Fines Points The various fines points fields are automatically generated by L4U and are non editable fields The Total Active Fines is the amount owing on items cur rently overdue and not yet returned Whereas the Fines Points Total is the current balance owing on previously accumulated fines for items that have been returned Other Charges The Other Charges Total is only displayed in this field The itemized charges can be entered from circulation or in the Other Charges tab see Total Charges on page 150 Type Type is a user defined field for identifying Patron categories This field uti lizes a pop up list for entering the value Example Teacher vs Student Circ Override days A Patron s Circulation Override value will take precedence over the Loan
21. 12 Server log 6 Setting Up 1 Skins Default iPAC Skin 20 Session iPAC Skin 47 Social Network Links 50 Toolbar 37 Topic Search 40 Viewing Item detail 49 MARC record 51 New Items 53 Reserves 71 via Freedom 147 via My Profile 70 Results as Bibliographic 45 as Details 45 as List 45 Details Balloons 47 Highlight Search Criteria 46 Perform Similar Searches 46 Spell Check Search Criteria 46 Voting 58 Web Links 54 iPAC and Freedom Customization 9 IPAC Server Configuration Settings 7 Publishing from Client 7 Item Detail In CheckMARC 97 Viewing 40 Item Display Format in iPAC 11 Items Lost 144 View All 113 Items Out Per Client 143 J K Keywords Searches from iPAC 39 L LAU Enterprise See Also Enterprise Administrator Manual Labels 103 Library File 109 LAN Client 3 Launching iPAC 2 Library File 106 Clear All Selections 102 Copy to Acquisitions 108 Delete 115 Global Changes 124 Mark Items 114 Quick Search 112 Quick Sort 112 Subset 114 View All 113 Limited Circulation See Circulation Basic List Searches For Weeding 115 Index Loan Period Hierarchy 76 154 Local Area Network Client 3 Locating Clients 138 Log Out 77 Login Forced Login 20 Freedom 66 Group Generic 28 iPAC 64 Use Active Directory 21 Web Privileges 27 Logo Location in iPAC 8 No Conversion 9 Logs iPAC Server 6 Lost Items 144 M N Maintaining Library Items 111 MARC Records Import 97 View in iPAC 51 Mark Items 114 Maximum Hits
22. 2007 012156 E MUN 11 30 2006 12 22 2006 Note To view more information about the patron account such as homeroom or fines owing click the blue nfo button to the right of the Client Name Circulating to Other Patrons If enabled in the Web Privileges patrons may be allowed to circulate items to other patrons This type of circulation is performed the same as if you were circulating to yourself with the exception of entering the other client s barcode To circulate to another patron 1 From any iPAC page Login to My Profile see My Profile on page 65 2 Onthe My Profile page click Basic Circulation 3 The basic circulation screen will automatically display with the currently logged in patron s information including items that are currently checked out Depending upon options selected in Web Privileges this screen can include the patron picture 4 Scan or Enter the Client s barcode in the field provided click Proceed The new patron s information will appear 74 Chapter 3 Web Administration To Search for a Client type the patron s first or last name and then Click the Search icon Type in the first and last name for a more accurate search Basic Web Circulation Enter Item or Client Barcode Client Name strand Fines Items Out Clear Page 5 Scan or Enter the item barcode Click Proceed 6 The item Title and if available the book cover will display with a status of Out going 7 If t
23. Circulation Period Hierarchy 135 L4U Web Manual L4U Freedom Circulation LAU Freedom users have the ability to perform full Freedom circulation on the web as well as limited Basic circulation Essentially all the functionality of L4U Admin istration Circulation is available in LAU Freedom This allows libraries to use any browser equipped computer as a circulation station Please see Basic Circulation on the Web on page 73 for more information on Basic Circulation Most of a library s daily activities take place within Circulation The Circulation screen is used to enter library transactions such as checking items in and out renew ing items currently circulating processing fine payments and updating or entering patrons LAU automatically updates the status of both the client file and the library file every time a circulation takes place This is a powerful tool allowing users to circulate items from any web browser in the world Administrators may choose not to allow this type of functionality or perhaps allow it for only specific users Since Freedom Circulation is enabled for individual homerooms access to its functionality can be restricted to authorized users Enabling Freedom Circulation The options for Freedom Circulation is set in the Web Privileges of the individual homeroom records Please see Setting Web Privileges on page 27 for more infor mation Also Freedom Circulation on the Web is governed by the same
24. Display Adenturns in smdentieyt Bais Liris 8232 aa Pape T sana ete m tit iU furore ermal ewe sen j in Customized Search Results Display for Teachers or a Resource Centre 23 L4U Web Manual To access Search Results Display Customization and set the defaults 1 File gt Preferences 2 Click L4U iPAC 3 Select the Search Options tab Lauri LAU AG al Startup ee ON Horse Page 1 r r Allow Autologin single Siren oves Ono Days between Web Log deletion 30 4 Click iPAC Customiza azaye k naya we ec fion E hlnayar hin Wee unc tatin COD rat add xira punctuatian Freedom Custom C id bblograchic punctuation aaite bibleeraphie Durr ta nen ization is discussed Se 3 1 Publish Dn LAU Server Orly Lino ganetan when uploading Loga on page Upload Web Requests Lng Update Voting 5 Click Search Results Display Customization 6 The steps continue on page 25 Selection of Fields to Display You can choose what columns of information are displayed in List View This allows you to select the fields to be viewed which are of use to your patrons Customizing Column Labels This feature allows you to replace any column labels which may be unfamil iar to your patrons with more meaningful labels You may customize the labels in English French and Spanish This setting does not convert the data within your collection only the column labels of the search results display Adj
25. Freedom 1 Control Files Media 51 Quick Sort 112 Controls Circulation 141 L4U Web Manual Copy Cataloging from Library File Using ISBN 83 Using Title 83 Copy Management Display in iPAC 13 Creating Web Links 17 D Dashboard Freedom 67 Data Entry Added Entries 90 Clients 127 Description Materials 89 Entering Materials 82 Field Definitions 84 Subjects 89 With Check MARC 94 Data Management 111 Default Location Global 20 Delete iPAC Sessions 27 Deleting From Acquisitions 102 From Bookbag 57 Items 115 Records 115 Descriptions Entering 89 Details Balloons In iPAC Set as Default 23 View 47 Diacritics Enabling for iPAC 5 Disable Fines 142 Display Format in iPAC as Authority 11 as Item 11 Display Search Suggestions In iPAC Set as Default 23 View 46 Duplicate Items 101 E Easy Search In iPAC On Every Page 23 Set as Default 20 eBooks See Resources Adding Elections Casting a ballot 58 59 Tabulating Results 60 Email Bookbag Contents 71 Overdue Notices 172 Enterprise L4U See Also Enterprise Administrator Manual eResource See Resources Adding Exact Matching 12 EZ Labels See Labels F Facebook See Social Network Links Federated Search Configure 17 Using 52 Field Definitions 84 Find See Searches Fines Alerts 142 Apply Credits 151 Disable 142 Fines History 132 151 For Lost Items 144 Invoices Receipts 179 Payment 148 View Active Fines 150 View Returned Fines 149 Viewing 130 Wa
26. IPAE at Startup es C A Allow Autologin Single Sign On Ewes Oh Days between Web Log deletion an the same machine running Convert Diacritics f i nix CO ves Cha imum Hits allewrid in A ararr h i iru LAU is also the iPAC Server ecc topi T KAN gt However multi user instal Pendisse ce an wanan erv anya n n adir m re er zema gt rom lations can be configured to rtu Serwer are Tika coser when uploading Lugo publish the collection from er i CUgesD Tune either the LAU Server the Patron s computer s or both This flexibility is use ful for accommodating firewalls and allowing for the display of different iPAC skins simultaneously By default the iPAC Server publishes on the LAU Server or for a Sin gle User LAU installation on the LAU computer using Port 80 but this can be changed IPAC Customizatiim Freeriom Customizatinri L4U Web Manual for network security requirements Mac OS X can use port 8080 as default or use another available port To change these default settings 1 File gt Preferences 2 Click L4U iPAC 3 Select the Configuration amp Startup tab 4 Inthe Port To Listen field Enter the required port e Ensure the port entered has been opened on the network 5 From the Publish On drop down list Select which computer s patrons will access via their web browser 6 Click Save Note Log in as Library Patron at the L4U Platinum Elite Admin Utility station to
27. Internet Public Access Catalog is the interface that patrons use to access the library collection Patrons can search view details sort result lists create book bags and if licensed for LAU Freedom much more L4U Freedom is the web version of the LAU Admin Utility Before any connections can take place the LAU iPAC must be configured in Preferences in the L4U Platinum Elite Admin Utility or the Enter prise Admin Utility Enabling iPAC The L4U iPAC must be enabled in Preferences prior to connecting with a browser This is required regardless of the type of connection s patrons will be using To enable iPAC 1 File gt Preferences 2 Click L4U iPAC 3 Select the Configura tion amp Startup tab 4 For Launch LAU iPAC a Launch LAU IPAC at Startup lt Yer Oe Trt rem mu a Allan Autola TE lh H uw in Haya between Wel Log deletion jo at Startup click Yes Convert Diner tie 4 4 ete Yor C k Maximum H ta allowed in PAC sarehan 1550 e This should be the D nel aoe default settings for RU Hebek acon any blank or con HUNE EREN KIR ey Fear Publish On L4U Server Cnty E verted data file supplied by LAU Library Software 5 Select any other required options see Setting Configuration Options on page 5 for an explanation of available options 6 Click Save File Quit to exit LAU 8 Restart LAU L Web Remuests Log Update volmg Chapter 1 Configuring iPac amp
28. No 1 Ladies Detective Agency Vie R Me erba Author s McCall Smith Alexander LADIES DETECTIVE AGENCY Local Call Num FIC MCC toot ISBN 1400034779 pbk Status This item is currently IN the library Series No 1 Ladies Detective Agency The Pages 235p Publishing Info New York Anchor Books 2002 Loan Type Days FIC Fiction This item may circulate for 7 Days Department MIS Miscellaneous Chapter 2 Internet Public Access Catalog Viewing Items in the Bookbag The Bookbag contents can be viewed at any time Display the Bookbag by clicking either the Display Bookbag button available from the search results screen or the Bookbag link under the toolbar from any screen dari ALLET TEI Hew tben Link s Biain F li Ay gait e Piy Profile Bookbag 2 Showing 1 2 af 2 Results nthe Studebaker 5mith Hanshaw HS Lncaean Cliibh am h Dosis Tinia bes fenare dalal Records Per Page 15 Pags l Juma to Page Update Rerr ban Ditalay Teokbag 7 Mens in Bonkhag nove On Tithe amp SuhTitle Call Sumber Location Shelf r c d Farmar Hanon Aric ran Studebaker Smfh Henshaw McCall Smith Alexander Zof2 AFIC McC serere c Srna Hen haw Showing 1 2 af 2 Results n tha Studebaker Smith Heanshaw HS Location lia l an tha vara Tila far mara deals Records Per Pap 15 Pape 1 lump to Page Pace amp Hetere on Current baciti Deleting Items from the Bookb
29. Once logged in L4U users are presented with the My Profile or the Freedom Profile page The features available are divided into two categories tasks specific to the user currently logged in or Administrative tasks which the user currently logged in can perform for themselves or other users Patron centric tasks available are Reserves Renewals Bookbags Fines and Fines Histo ries Histories amp Basic Circulation Administrative tasks available are Freedom Circulation Client Management Acquisi tions and Inventory and can be accessed via the L4U Freedom button The Library Adminis trator controls what options are available in My Profile Only those features that have been enabled in Preferences and via the Homeroom Freedom Privileges set dau wu bist L4U Demo Library My Profile seyara 3 VU Q Q Momerocom LIBYTTAK Chent Code Coons Reneveals anced items Outi 11 C ation M LR Item On Rasarve Booking Fines 0 08 Charges Last loge 191 PM Saturday December ZZ 7007 AS v D Other Charges Ewe y Multimedia authoring work shop with Director 5 The 1 22 2000 1 23 2008 KIZT complete tts guide te reum on Tia A Woh pepe The E CE TEYE Va TEEN es TA 005 47 45 itera hel tipe iazo E EZET EZE EZJI AALLLLLLL A 0 00 Clari Wars for tania ta kerav arie aE E oooh tan tnm ma ey re isnt tal ZE La 3 gt i jo Lem V FAM te
30. Skiing 10202009 SSO 1 A final confirmation screen is displayed showing the items that were successfully renewed and the new Due Dates To Continue working with the same Patron 1 Click Return to Renewals 2 Click Return to Circulation OR To Work with another Patron Click the Circulation button in the Freedom Toolbar Placing Reserves in Freedom Circulation You can place reserves directly from Freedom Circulation After a Patron is entered perform a search for the item and click the Reserve button Also Reserves can be placed on all items in a Bookbag 146 Chapter 7 Circulation Single Item Reserve 1 2 4 5 From the Freedom Circulation screen Enter a patron Click Search Circulation 9 Cir Contn ds E ch A ee Cioni Beers enemas Fines and Charges Help Hes r abor Studebaker Smithi Henshaw HE ja Search Dan Search produced 1 ee Gikk acy tam Finks below to immadiabelg Giegylake that tarr Deere sa ot ba drodatad s this tima Accession iK Calla Status 000818 REF ill 70871 LER Ermis Darepde Hare Hame Fran Sim Code CUT birim amam Staateliaknr Smii Hanrahani Sar Grade Us Homenom Code Seo Herr Gui Har 1 Oeperide Dans Total b r Year D Total Fines 0000 Cir Changes LN Enter the Title or a portion of the Title e AU performs a Starts With search ie Search on CAT produces Cat Cats Cataclysm etc e Start the search criteria with the LAU Wil
31. Type period For Example If a Patron with a Circulation Override of 10 days checks Out a book with a Loan Type Code set to 7 days the due date will be 10 days from the current date Circtime Override By selecting Circtime Override within Circulation an alternative circulation period can be entered when checking an item Out The value entered will override all other loan periods excluding the Global Due date A setting within Preferences will determine whether L4U requests a due date or the number of circulation days To change this setting Circtime Override Options on page 46 in the L4U Users Manual Global Due Date This is the highest level in the circulation hierarchy This date is set in Prefer ences and is the last possible due date This date will override all other circu lation periods Global Due Date can be used for collecting materials before an inventory or library closure This date must be entered in the correct format for proper program functionality MM DD YYYY 155 L4U Web Manual 156 CHAPTER 8 RESERVES Placing Reserves Viewing and Modifying Reserves 157 L4U Web Manual Placing Reserves In L4U Freedom it is possible to place a Reserve or Hold with a single click in the Circulation window or place a reserve on all the items in a bookbag Also a Reserve can be placed on an item that is currently in or out of the library 2 teas 2 Circulation ir Contra Canes Ard Naw Bani Aosar
32. Use the RETURN key between entries 4 Click Search to display a Subset of all items scanned Click Close to exit without displaying the subset fran dana pose nom Query In Library File 116 Although other modules in Freedom have a simple or Quick Search function the Query in Library File has extra features and flexibility The Library File Query is also known as Advanced Query as it allows the librarian to perform complex searches and save them for later use These saved Queries can be used to help with weeding inven tory and other projects Saved Queries can be used in Topic Searches which are dis cussed in more detail in Assigning a Saved Query to a Topic on page 121 Query List Library File Sched Locamow Stdebaker Smith H enahaw HS Created Ey Creating and Saving Queries Searches are built in the Query Editor using available fields and comparison state ments These searches may then be saved to the data file for easy access and regular use Saved searches can be used by any location but can only be edited by a user with the correct permissions for that location To create and save a Custom Query 1 While in Freedom Library File Click Query List from the Library Management toolbar Alist of saved Custom Queries and Topic Queries appears Click the appro priate tab to show just those queries p nei M us m 12 13 Chapter 5 Data Management Click Create Query The Query Edit
33. a serial publi cation by a national center under the auspices of the International Serials Data System Volume Issue LAU will automatically populate this field when generating multiple Issues for a Serial This field can also be used to track the Volume designation of the individual item within a Series Pages This field is reserved for the physical description of the item being cata logued More specifically the extent information should be entered here Subjects Chapter 4 Data Entry Entry Issue The date the item is originally entered into the data file is automatically entered here This field can be modified when the item is posted to the Library File or when the Status is changed User Field 1 3 These fields are provided to the user for additional administrative informa tion They are locally defined and can be searched and viewed only in the Administration level Note User Fields cannot be renamed but can be exported as part of the MARC record All Subjects are added to an individual Item record from Subjects Subjects can be used from the existing Subject File and new Subjects can be created Subject Astronomy Observers manuals Tag 650ax Subject Astronomy Tag Q Subject Tag 650a Q Adding a Subject 1 2 While in an Item record Click Subjects icon in the Navigation Bar In the field provided Enter the first few characters of a Subject e A list of Subjects appear that start with the
34. appear Click the correct entry to select This information can also be copied and pasted from the Added Entries Tab 87 L4U Web Manual 88 Series Series is a collective title used for a group of items that also possess individ ual titles To enter the Series type in the first few characters and a list con taining all matches will appear Click the correct entry to select If no match is found simply continue typing The new Series will automatically be added to the Authority File when the record is saved Level This field is used for information that identifies the specific audience or intel lectual level for which the content of the described item is considered appro priate The designation can be either reading interest or age level Condition The Condition field allows users to identify and track the condition or state of the item Cost The Cost is the original price of the item at the time of purchase This field is necessary in order for other features such as Purchasing Orders Claims and Serials to work effectively RV The Replacement Value RV of an item the expense incurred by the library to replace the item if it were to be damaged or lost is designated by the user RV can be assigned automatically using a formula based on the Cost This formula is entered in Preferences see Replacement Value on page 32 in the LAU Users Manual ISSN The International Standard Serial Number SSN is assigned to
35. call history At times you may be asked to perform some tasks on the computer If your phone is not next to the computer you may have to complete the call with the technician work on the computer and then have the technician contact you again For this reason it is imperative to have a number at which we can reach you If your site has automated voice mail please ensure our technicians know how to reach you for after hours inci dents Real Time Support amp Help via WebEx Using Cisco WebEx Support Center LAU Support can deliver instant personalized remote support to users regardless of location Using WebEx L4U Support can shorten call times increase first call resolution minimize onsite service visits and reduce overall support costs WebEx services are available to all Support Packages that include call in support L4U Web Manual Table of Contents Chapter 1 Configuring iPAC amp Freedom Configuring LAU iPAC K S RR RR 2 Pala ne IPAC cu tink tah cmt 90b anak e iesu l 2 IPAC Connection Types 0 00000 c eae 3 Setting Configuration Options 5 Publishing the LAU 1PAC 7 Search OPIO 24 cast cae ed KE dine KA des 9 Creating Picture Searches n n nnn PEE 15 Posting Messages on the iPAC 15 Creating Web Links i 4 n tear dues Sue 17 Federated Soa J s l kn sob ated s hk icti p d 17 iPAC Customization 0 0 00 cc eee eee eee 18 General Setti
36. centralized environment such as a school district This solution consists of the L4U Enterprise Admin Utility software and L4U Freedom L4U Platinum Elite Platinum Elite is targeted for smaller installations and is ideally suited for this environment L4U is sold in either Single User Standalone or Multi User Network configurations and supports Windows XP Vista 7 or Macintosh OS 10 4 x or greater operating systems Library 4 Universal Add Ons In addition to the L4U software we offer additional products for use with L4U Advanced Bookings is a more robust and feature intensive version of LAU designed to facilitate the needs of a District Resource Centre or any other site requiring long term reservations and shipping controls e L4U iPAC and L4U Freedom enables a library to publish its collection as a web site thus allowing unlimited remote access for student searches through a standard HTML browser In addition L U Freedom offers web access to most LAU Administrative functions used in day to day opera tions of a library e L4U Enterprise is a set of features designed for use in a centralized envi ronment such as a school district This solution consists of the L4U Enter prise Client software and LAU Freedom CheckMARC is a MARC record collection from which you can search and obtain MARC records CheckMARC is used directly from the Acqui sitions area within the LAU program and is purchased as an online sub scription Suppo
37. desired field 3 Click the Magnifying Glass to start the search e To start another search type in new search information and click the Magnifying Glass 4 Click View All to Show All the items in Acquisition when finished if desired Search by Title Modifying Items The item can be modified after it is saved This allows for edits or corrections to import or cataloging errors before committing the record to the Library File All MARC tags data assigned to an LAU field will be saved Please see What is MARC on page 310 and Master Import Template on page 319 of the L4U Users Manual for more information on this feature To modify an item 1 IniPAC login to Freedom see LAU Freedom Login on page 66 Select All Items Edit Mark V AccessionNumber Author Title Status 2 Click Acquisitions 3 Click the Pencil of the item that needs editing or just double click the Chicken item 031135 Po o ra 4 Make any changes ag 5 Click Save when finished or Cancel 5 gy M Freymann inti to discard your edits peeling Duplicate Once an item is entered in the Acquisitions File it can be duplicated or copied as many times as required This saves having to re enter the same information for multi ple copies of the same item This feature is especially useful for item records such as textbooks novel sets or encyclopedias To create multiple copies Either 101 L4U Web Manual Create a new item recor
38. displayed in the iPAC as sep arate tabs The L4U iPAC can perform Federated Searches if licensed for L4U Freedom Searching remote databases 1s available if your site is licensed to search these content providers The individual Content Providers login credentials have to be configured in Preferences before the Federated Searches will work Please refer to Federated Search on page 17 for more information on Configuring Federated Searches Please refer to the Content Provider s documentation or their online help for more information on their sites features 4 Home Picture Search MultiSeek Advanced Messages New Items Links Help ijj L4U Training Library My Profile Logout 4 Local erka kesek n 12 Britannica Results 11 EBSCO Results 33 Showing 1 12 of 12 Results for Scopes Click on the Item Title for more details Home Picture Search MultiSeek Advanced Messages New Items Links Help ET N I My Profile Logout grarch Results for scopes trial at school eb com Go Directly to Britannica Interface for Search Results orjust Click on the Item Title for more details a ZE Home Picture Search MultiSeek Advanced Messages New Items Links Help E L4U Training Library NENNEN My Profile Logout gent a Local Library Results 12 Britanicca Results 11 f EBSCO Results 33 Showing 25 of 33 at EBSCO Search Database Library Information Science amp Technology Abstracts Go Di
39. displays with the description of the item entered at the time of circulation 3 Click OK e The item has now been circulated In Note If the library does not contain Vertical Files but does use the temporary bar code system the VF department definition can be modified to read Tempo rary Barcode rather than Vertical File Circulation Period Hierarchy When an Item is checked Out from the Library the length of time the Item will circu late for is determined by several settings Example Loan Type Client File Circula tion etc The circulation period can be controlled on several levels therefore a 154 Chapter 7 Circulation hierarchy must exist with specific settings always taking precedence over others The hierarchy is listed below from lowest priority to highest Loan Type Code Each item in the library collection has a mandatory Loan Type Code Loan Type Codes are assigned a circulation period When an item is circulated its date due is based on the number of days in its designated loan type circulation period The Loan Type Code can be configured to override the Client s Circulation Override To use this feature see Creating Loan Types on page 75 in the LAU Users Manual Client Circulation Override A Patron s Circulation Override value will take precedence over the Loan Type Code circulation period This setting is useful for patrons who require set circulation periods that usually exceed a normal Loan
40. etc These charges can be entered paid or waived in Freedom Circulation Fines amp Other Charges Tata amp eeumt Due 77 50 Jim canian Feax WUR Fond Credi dynam 230 Payment Apply Credit Pay C S NEC ILE LE TIER pd 3 30 Bi tar l pe ep gm aun Make a Payment 1 2 ur Ensure that the Total Charges tab is selected Check off in the Pay column those items to which the payment is to be applied Enter the payment amount in the Payment field Click Apply Payment The Confirmation Page is displayed To confirm the payment Click Confirm e To return to the Fines and Other Charges screen without applying the payment Click Go Back If the payment amount is greater that the total charges for the items selected the amount will be displayed in the Change Due field To return the change to the patron Click Return Change Chapter 7 Circulation To apply the change as a credit Click Create Credit Waive a Charge Ensure that the Total Charges tab 1s selected 2 Check off in the Waive column those items for which charges are to be waived Click Waive Charges The Confirmation Page is displayed 5 To confirm waiving the charges for these items Click Confirm To return to the Fines and Other Charges screen without waiving the fines Click Go Back DUM Add a Charge Charges incurred for reasons other than Overdues can be entered in Freedom Circula tion 1 To enter a new charge
41. from LAU Freedom Also patrons may view and modify their own reserves from their My Profile in the iPAC see page 65 From the Reserves Management screen administrators have the ability to delete or modify existing Reserves To view existing Reserves LG A reedom NU ee Reserve Management Studebaker mitn Heocshaw KS 12 93 Saa cartoon arenes Gating rek for Civt at vide ga 2 1490 54 3434 Garten d tar ees Cons 14290 04 Ms 1235338 cartoon wena 2 1800447 Mis Gramm tier tases C 0004 r ar a0 420 447 Mie Gating ready fer a career as des ga 1499 447 0 4 Ge Fractere Coo0 pen 1 490 047 9424 Math m n ryutene C M 400 447 4M 1 IniPAC login to Freedom see LAU Freedom Login on page 66 Click Reserves Management in the Freedom Toolbar 3 Using the Quick Search feature specific Reserves can be located Please refer to Quick Search on page 112 for more information 159 L4U Web Manual 4 To view the details of a specific Reserve Double Click the record 160 CY Freedom um i 5 din i Reserve Hold Management n Shpim r roiy Ela wanted 35 7009 inii ala rono na Due ci bodi mg 64 e b MELA Pauarsa by LH an A TINVETERIT LIB li j Tee LIN Ee LAU j Ebd HI Copy req n 2000 TAR EDCADIRA Bei AB Riera ee Si Mar kev kla LIE Dates can be changed as necessary by Clicking in the appropriate field and Enter ing the new information To Exit
42. in Homerooms which is covered in more detail in Setting Web Privileges on page 27 IPAC Login If licensed for L4U Freedom patrons must login to the iPAC in order to access My Profile or My Freedom Profile Login is accomplished by entering a patron code and PIN Password Authorized patrons can have access to their circulation histories reserves renewals or other information depending on privileges assigned by the Library Administrator Please see Setting Web Privileges on page 27 for more information on assigning Web Privileges To login to My Profile 1 From the iPAC home page click Login under the a NENNEN toolbar L4U Demo Library Vote Now 2 Do one of the fol lowing Enter your Cli y 8 e X 1 EN Home Picture Search MultiSeck Advanced Messages New Items Links Help N i UN ent Code Keyword Sols Ue subject m Enter your last name 3 Enter your PIN ome Picture Search MuliSeek Advanced Messages New Ite Password UEM slays Saar Lu a pot mna nn fan Stt Ly e The PIN Pass word is not case sensitive 4 Click Login Note Your Windows login credentials may also be used if Active Directory Login is enabled This is usually administered by the LAU Application Specialist or District Librarian For more information please see iPAC Login using Active Directory on page 24 in the L4U Users Manual 64 My Profile Chapter 3 Web Administration
43. list containing all matches will appear Click the correct entry to select If no match is found simply continue typing Report on Specific Client Include Hidden Departments O Braden Messenger Select Sort Order Homeroom M Kylan Messenger Whenentering data into a Control File field Loan Type Department Loca tion and so on a complete list of all available codes can be viewed by typing To Delete a line of unwanted data click the X icon to the right of the unwanted line and to Add click the Plus icon Log Out of Freedom instead of just closing the Internet Browser window This will give you the chance to save your session ie bookbag etc Company Profile LAU Library Software has been developing library automation software since 1985 and our Management Team has been working with the educational marketplace since 1980 The Library 4 Universal product is the result of countless suggestions from users prospects and librarians from all over the world L4U Web Manual L4U Library Software offers a complete range of products and services designed to meet the needs of the K 12 school library marketplace All items are available in either Windows or Macintosh configurations L4U Enterprise Our main product is Library 4 Universal Enterprise This is a platform independent school library management system designed for the K 12 marketplace L4U Enterprise is a set of features designed for use in a
44. of 1 Page Display All Pages Reports Home Report Options Back Items Overdue Report for Sep 18 2009 at 1 54 PM Client Info Item Info Circ Info Hillview Elementary Div 17 Students Bialon Chelsea C0097 Story Max C0218 Hillview Elementary Staff Prior Stan C0011 Prior Stan 0011 Prior Stan 0011 Prior Stan C0011 Hillview Elementary TL s Messenger Braden co01g9 Item Title Clifford the big red dog the dog who cried Woof Item Call E BAR Item Accession 011065 litem Title Clifford s kitten Item Call E BRI Item Accession 028030 Item Title Differentiated instructional strategies in practice Item Call 371 394 GRE Item Accession 003190 Iter Title Succeeding with standards Item Call 379 158 CAR Item Accession 003576 Item Title Guided comprehension in the primary grades Item Call 372 47 MCL Item Accession 003593 Item Title Leadership capacity for lasting school improvement Iter Call 371 2 LAM Item Accession 003594 Item Title Ecstasy Iter Call 362 299 CON Item Accession 003528 Due 4 14 2009 Out 4 7 2009 Days Overdue 113 Due 4 22 2009 Out 4 15 2009 Days Overdue 107 Due 4 8 2009 Out 4 1 2009 Days Overdue 117 Due 4 14 2009 Out 4 7 2009 Days Overdue 113 Due 4 8 2009 Out 4 1 2009 Days Overdue 117 Due 4 8 2009 Out 4 1 2009 Days Overdue 117 Due 4 21 2009 Out 4 14 2009 Days Overdue 108
45. of data management Each of the files in Freedom e g Library File Acquisitions Reserves etc are displayed in a list view Individual records may be located and modified Quick Search Quick Search is the fastest and most convenient method of searching in L4U Free dom The more characters that are typed the more refined the search Select the field that you want to search in This allows you to quickly locate a record or group of records in a file For more information on Advanced Query please see Query In Library File on page 116 To use Quick Search Acquisitions Management E i IT n Teri kaaria Lor aber Srudebakar Xmuh Haentham HE 1 The search area displays the field that is the default field to be searched To start searching on this field sim yren selected Lacaton Stadebakar fis Henshaw H ply Click into the search area 77777 i SAS E and begin typing Library File Management To change the field to Current selected Location SaUdebaker S nith Henshaw HS search Click the drop Records Ree rage 1 j down icon and select the field from the drop down list 2 Click the Magnifying Glass icon or press RETURN to start the search e LAU performs a Starts With search Use the symbol to execute a contains search Example kit will find Kites and Fun in the Kitchen It may take longer for matches to display when using a Contains search 3 The number of records matching the search cr
46. override all other loan periods excluding the Global Due date A setting within Global or Location Preferences will determine whether L4U requests a specific due date or the number of circulation days To enable this setting the Circtime Override needs only to be set once in Freedom Circulation All sub sequent circulations will use this setting as long as the user remains logged in Mode Auto Enter Barcode Here ERI aii mnn Circtime Override xan ma mm dd yyyy E Display Client Picture When the Display Client Picture option is selected Circulation will display the Patron photo every time the Patron Code has been entered and any time an item is returned by that Patron The Patron picture must exist in the Client File for this feature to function Incoming Grace Day When ncoming Grace Day is activated LAU allows an item to be one day overdue without accruing fines This feature is useful for libraries that have night drop boxes for returned items or only check items In on specific days Disable Fines When selected Fines that would ordinarily be charged for items returned will not be charged to the Patron Fines will not be charged as long as Disable Fines 1s selected Fine Warning On When selected Fine Warning On alerts the librarian to existing Fines condi tions or outstanding Fines The operator can then allow or disallow additional circulations For more information on Fines and Fine Payment Fine Pay ment
47. possible to assign a Topic Query to another Topic To do so 1 From Library File Click Query List Alistof all searches saved for the current file will display 2 Click Topic Queries 3 Click the Yellow Pencil for the desired Topic Query 4 Select another Topic from the Topic dropdown list 5 Click Save to Save the edits and return to the Query List ip i iO 122 Chapter 5 Data Management Editing Topics Sometimes it is necessary to edit a Topic for clarity or another image is desired for the Topic To do so 1 4 From Library File Click Topic Mgmt e A list of all Topics saved for the cur rent file will display Click the Yellow Pencil for the desired Topic Select one of the following tasks e Assign a new image to the Topic by Clicking Select a New Image e Uncheck Show in iPAC to hide the Topic in the iPAC Topic Queries can be checked for proper results via the Green Magnifying Glass and then Edited if necessary via the Yellow Pencil Icon or Deleted via the Red X e Click Clear to clear the Topic Name and Description When finished Click Save to save the changes or Cancel to discard the changes Deleting Topics If a Topic is no longer needed it can be deleted Hiding a Topic is an alternative to deleting a Topic see Editing Topics above To do so 1 From Library File Click Topic Mgmt Alist of all Topics saved for the curre
48. report will appear on screen Use the drop down list to navigate to the other pages if more than one page is available Reports Home returns to Online Reports Report Options returns to the current Report Options page Back returns to the previous page 8 To Print All Pages with the selected Page Break Option Click Display All Pages 9 Print the Report using your internet browser s Print command 177 L4U Web Manual 10 Please consult the documentation or help files associated with your internet browser on how to Print Patron List Sep 11 2008 at 4 05 PM Highschool HR 2 C0007 Monies Owing 0 00 Message No message Strand Donia of Items Out 0 of Items O D 0 Credit 0 00 C0017 Monies Owing 0 00 Message vo message Halverson Joyce of Items Out of Items O D 0 Credit 0 00 Highschool Librarians d C0001 Monies Owing 0 00 Message Mo message Messenger Dawn of Items Out 0 of Items O D 0 Credit 0 00 Patron Histories Report Log into LAU Freedom see L4U Freedom Login on page 66 Click Reports Click Patron Histories Report Click Continue Choose the Report Op tions Client History Report Options e Enter a portion of the Cli Report on Specific Client c00 ent Co de OT Last Name ETE a unsure of the Code enter th irst Few letters e e Select the desired Client ___ kan from the drop down list e Optionally enter the Starting Date amp Ending Date or select from
49. search criteria e Ifthe required Subject is not displayed in the list type out the complete Sub ject Highlight the appropriate Subject in the list e Tab or Click to the Tag field and Enter the appropriate Tag Sub Tag 650ax tags or Tab or Click to the next Pm Subject field to accept the default Tag Subtag e The Subject is now added to the list Continue to Tab or Click to the next Subject field to add extra Subjects Click the X icon to the right of an unwanted Subject to delete Click in any other field to finish entering Subjects 89 L4U Web Manual Description hy The Description field can be comprised of various types of information such as Sum mary Bibliography Statement of Responsibility etc These data types can be assigned to their individual MARC tags when creating new materials or when editing the material If specific MARC tags are not necessary just enter the description as needed into one Description entry All data entered in this way will be saved in the MARC record under the 500a tag To enter a Description pesenrt Dxscrpbon compiled 5 jack cCunfitld Mack Virrer Basses CIE TS While in an Item record Click Description icon in the Navigation Bar Inthe field provided Enter the Description 3 Tab or Click to the Tag field and Enter the appropriate Tag Subtag or Tab or Click to the next Description field to accept the default Tag Subtag 4 Continue to Tab or Click
50. the popup calendar e Specify the Sort Order from the drop down list 6 Click Continue 7 The desired report will appear on screen e Use the drop down list to navigate to the other pages if more than one page is available Reports Home returns to Online Reports e Report Options returns to the current Report Options page e Back returns to the previous page 8 Print the Report using your internet browser s Print command Q pecu 178 Chapter 10 Freedom Reports e Please consult the documentation or help files associated with your internet browser on how to Print Displaying page 1 of 2 Page Display All Pages Reports Home Report Options Back Clients History for Jim Scanlon for the all account activities period Generated on Nov 23 2008 at 2 32 PM C0006 L4U Demo Library Staff Title Call Accession Date Out Returned Level Mastering Microsoft Office 97 Mid in 001392 9 7 2007 Item Out Intermediate Clarisvvorks for terrified teachers E 021806 9 7 2007 Item Out Elementary ClarisWorks for terrified teachers bal d 021805 9 7 2007 Item Out Elementary PalmPilot and palm organizers gU 001017 9 7 2007 Item Out Intermediate Internet for teachers The er 000825 9 7 2007 Item Out Intermediate Internet field trips m 001455 9 7 2007 Item Out RL 4 8 Patron Fines amp Other Charges Report Use this report to produce an invoice or receipt for fines or other charges Select the appropriate option or both i
51. to locate a Patron e te Cir Controls Search Add Now Cliant Studebaker Smith Henshaw HS Mode Auto Circulation 1 Click the Search button Click into the Name field 3 Enter the first several letters of the first or last name The more letters entered the more specific the search will become 4 Click the Query Icon beside the field containing the search criteria e Alternatively press the ENTER key on the keyboard to start the search Patron Search Title Search an Last Name Search on criteria mess produced 3 results Click on an link to load that client Client Code Client First Name Client Last name Homeroom Messenger Teacher Messenger Teacher Messenger Kindergarten 5 From the results displayed Click the desired patron 6 That Patron is entered into Circulation Using the Search Icon to find Items A Query Icon is also available for title Items can be reserved or circulated from the resulting list of found materials 1 Click the Search button 2 Enter the first several letters of the title do not use articles into the Title field e LAU performs a Starts With search ie Search on cat produces Cat Cats Cat aclysm etc Start the search criteria with the LAU Wildcard to perform a Contains search ie Search on cat produces Captain Cat My Family Vacation etc Click the Query Icon beside the Title field 4 From the list of titles displayed Either Click the correct title to circulate th
52. with your internet browser on how to Print Items Bibliographic Report for May 30 2011 at 8 59 PM Accession Status Local Call Title Number 019616 500 5 ASI 21st century in space The 014096 520 DYE Space 028379 520 21 STO 1001 facts about space 019458 629 4 GRA Looking at space 019463 629 4 JOH In space 018467 629 4 SUM Earthling s guide ta deep space An 019468 529 4 TRO Exploration of space 019469 629 43 WAL Satellites and space probes 019473 l 629 44 YES Amazing International Space Station The 003239 l 529 442 BRA International Space Station The 029815 529 45 DYS Space station science Circulation Statistics Use this report to generate a list of annual circulation statistics by the Loan Types in your collection The desired date range can be selected as well as the sort order These statistics are maintained until a Month End process is performed or the Circulation Statistics are zeroed during a Year End Both of these processes are usually controlled by the District Librarian in an Enterprise configuration To create a Circulation Statis tics Report 1 2 3 Log into LAU Freedom see L4U Freedom Login on page 66 Click Reports Choose Circulation Statistics and Item Report Options Items Overdue Report click Continue O Items Out Report Items Status Report ems Bibliographic Report Choose the Report Options Use the Calendar pop ups to select a Start Date and En
53. 0 These buttons move to the top of the data entry screen See image to the right Anytime an Item record is added to the library collection it should be entered into the Acquisitions File This is the only area of the program in which an Item can exist without a unique Accession Number This is how Items not currently circulating can Chapter 4 Data Entry resources be cataloged in advance Certain fields within an Item record are mandatory including Title Status Loan Type Department Media Vendor Publisher and Location All of these fields excluding Title use the default settings established in Preferences either Location specific or District wide see Acquisitions Defaults on page 30 in the L4U Users Manual Tips and Tricks for Data Entry Use the Freedom Dashboard navigation buttons ie Save Next Previous Cancel etc to move within Freedom and not the Inter net Browser Forward and Back buttons Press F11 on the keyboard to dismiss the Internet Explorer Firefox navigation buttons Press F11 to bring them back More of the Freedom screen is now visible Safari has similar commands via the View menu To move between fields use the mouse or TAB To reverse direc tion SHIFT TAB All fields with associated Authority Files or Control Files utilize drop down lists for easy entry In the appropriate field type in the first few characters and a list containing all matches will appear Click the correct entr
54. 3bClIres ce yy ena idein Rode ete e ede tabe 112 Quick SOM ood n caye y a each Sob Oe Do oda debo Doble 1 12 Data Management Tools 00005 113 NON AMI A sre vA EDS et Brot euh Sia 113 SIN a 402000410 215 4402 2450541 TI TT T DET TT 114 NEL TICIIB ako o Pa Ed ean etapa O Rene nene GAN 114 BI Ker e Ana eyane en n na E Ce es WAK 115 PESTS CSE ANC n ones as aren E os ue tt r oak 115 Ree ee Te eee ee ee ee ee ee Tee Query In Mood deviye a kek n eo aan ee ee UU E 116 Topic Manacement ee bee a Eat E Wi wl eka od 119 GlODals aer t eb E Sa ar wat a e dd 124 Table of Contents Chapter 6 Client Patron Management Freedom Client Management 128 To Created Patones za kek asus AE n veas 129 ToMModity d Patton gt 5 Xwa zh Wa dow ee tees es 132 BZ Labels qm Chient PAMe cv aera ERES 133 HODBOLOONIS 4 2 2 S va ya 53yan 0 5 See eke Bey Gee 134 Chapter 7 Circulation LAU Freedom Circulation 4 136 Enabling Freedom Circulation 136 Circulation in a Union Catalog with L4U Enterprise 136 Checking an Item Out 0 0 0 0 02 eae 137 Checking an Item In 0 0 0 138 Locating Patrons and Items 138 Circulation Options gt si kel n Ke eee 140 Items Out for a Patron RR RR KK 143 TOS UCTS re ast eater nee ee ae aes be A 144 Renew Te miss ius yan hre sow a Pe hie wade ds 145 Placing Re
55. 4U can search Amazon for a bookcover that matches the item s ISBN To do so 1 Locate the item using Quick Search or any other means 2 Open the item by double clicking it or Click the pencil icon 3 Verify the item has a valid ISBN10 or 13 e Ifthe ISBN is missing from the ISBN 1 field L4U will attempt to find a bookcover with a combination of Title Author and Publisher 4 Click the Resources icon in the Library File Management toolbar or scroll down to the Resources section 5 Click Search the Web for a Bookcover 107 L4U Web Manual 108 6 LAU will either Find a Bookcover Click Save to save the item with the new bookcover Find an Incorrect Bookcover If the ISBN is correct but it is the wrong book cover either Click Cancel to discard this selection or try the suggestion for No Bookcover Find No Bookcover Go to Amazon com and perform a title search for the material Copy the ISBN13 from the item s record and try that ISBN in the Library File record 7 Click Save or Cancel as appropriate Copy This button will push a copy of the record from the Library File into the Acquisition File This feature is useful when an additional copy of an item that already exists in the Library File is acquired The copy num ber for duplicated records will automatically be incremented when posting based upon the Title Authority file count for that title The data entry for the item is minimal if the record is first copied to Ac
56. 6 Items Out 130 Media Creating Types 51 Messages Creating 15 Editing Headers 16 In Client Records 131 Viewing 16 Modifying Acquisitions 101 Clients 132 iPAC Privileges by Homeroom 28 29 Single Client 31 Item records 106 Reserves 159 Web Privileges By Homeroom 27 30 Multi Homing 8 Multi Seek 42 My Profile 67 Basic Circulation 73 Items Out 68 My History 72 Renewals 68 Reserves 70 Send Bookbag by Email 71 L4U Web Manual Navigating Freedom iv iPAC 36 Library File 106 Network User Name 21 Network Username 131 New items Setting Days New 12 Viewing in iPAC 53 Novel Sets See Duplicate Items O Options For Circulation 140 Orders Info Tab 91 Other Charges Adding 151 Invoices Receipts 179 Paying 150 Viewing 130 150 Waiving 151 P Passwords iPAC 30 131 Patrons 127 Searching 35 See Also Clients Payment Fines 148 Perform Similar Searches In iPAC View 46 Picture Search 15 42 PIN See Passwords Placing Reserves 146 Points Viewing 130 Posting 104 Options 105 Power Search See Quick Search Profile Freedom Profile 67 My Profile 65 Public Access Catalog 35 See iPAC Purchasing Entering PO Number 91 Q Query Building 116 iPAC Default Easy or Quick 44 Quick Search 112 Quick Search Performing 112 R Ratings Clear 107 164 Enable Item Ratings 10 Multiple via Group Login 28 Placing 49 Rebuild Cutter or Call Number 81 Records Delete 115 Mark Items 114 Subsets 114 Unmark Items 114 View A
57. C HAPTER 6 CLIENT ADMIN 9 Creating Patron records on the Web 9 Union Catalog Considerations 9 Modifying Patrons 9 Search for Patrons 9 Print Patron Barcodes 127 L4U Web Manual Freedom Client Management L4U Freedom users enjoy the benefit of creating and modifying Patrons from the Web Items Out and Histories if enabled in Preferences can be viewed as well Con trol over what Freedom features are available to a user is specified in the user s Homeroom see Setting Web Privileges on page 27 and is controlled by the District Librarian Na Freedom P Client File Management Current selected Location Studebaker Smith Henshaw HS Client Code FirstName Denys Type Teacher Homeroom Studebaker Smith Hensha J Last Name Develops Fines Points Total o Total Items Out Now Client Information Items Out Fines History Client Information Address Telephone Number 1 800 667 3634 Maximum 25 Circ Overide Days 0 Grad Year 0 Suspended Yes No Total Out This Year D Total Active Fines ss Union Catalog Considerations with L4U Enterprise A Union catalogue is the combined holdings of two or more libraries or collections If the library administrator allows you to work or edit in more than one collection L4 U needs to know which collection your administrative tasks will affect If so Select a 128 Chapter 6 Client Admin location from the d
58. C Search Results from their web browser if enabled The setting in iPAC Customization amp Default Settings for their current homeroom will override this setting Active Directory Login If this is enabled then the patron can also login into the iPAC using their Windows network credentials Please see Active Directory Integration on page 23 of the L4U Users Manual for more information Logout Settings If a Logout button is required select the Enabled option Select an Automatic Time out if desired If O zero is entered the automatic timeout will not automatically occur General Settings Search Result Settings These options will allow the librarian to customize the iPAC Search Results to their patrons needs When a search is entered in LAU 1PAC the results can be displayed in a variety of styles LAU gives you the ability to easily customize these options For 21 L4U Web Manual more information on these options and how they appear in the iPAC please refer to Viewing Search Results on page 44 Defautt PAC Customization y JA ra p E l 7 i N IPAC Customization Defaults amp Settings f ur um uds zs vb eV hd eh DAL re i SAS fA P Oenecsl Settings Seach Renutts Dirplay Curtomizaton Logm Settings Search Results settings Default PAC Language Default Results Display Default PAC Skin Cuts Default Location Default Sort LCN Default search screen Q O Fas Highlight Search Criteria Er
59. CTI 72 L4U Enterprise Web Manual Chapter 4 Chapter 5 library Pile i S She Basic Circulation on the Web 73 Circulation Period Hierarchy 76 Loe 11 R ca UIE L pM 78 Data Entry Freedom AcquisitionS 00000e eens 80 To Create an Item Record illl 82 Field Definitions oci ai ks kulk n ewe Se 84 COMMON 4 lt 7 ma An oeste Gara dna E n i erdt uns 84 Check MARGO A kn S Kan e a anche ane Eis 86 IN Vite ie uo nye 6s be ee ey ne SWED en S0 ka See dn ok 87 SUD E See gt eoEOm Md arx Eee ae 89 DESCHPUON Aa A k y N age karo KDN Sare RA ar DR 89 ZAdcded Enttles ces del W dek rere a fabu 90 Hil 32 2a RIT 9 RESOUS 4 om xil Ane ci kel dek aa RE Ru e odor hee de 92 CheckMARC in Freedom Acquisitions 94 Check MARC Setup eo oec KK KR e KK KK KK KK 94 Cataloging with Check MAR 94 Importing MARC Records KK K8 97 Deal ay ache d E a aed re ic o k A 101 Modityins Hems auci teta et EHE REN 101 Duphare napaea lA YN E See a eee eo 101 Clear All Selections i xe kalan cala a kid xl 102 Delete s ia oret eee ewr n t ard dietro cides ard ues 102 EZ LA DE TS yak re an arbo rtc E Res 103 Posting to the Library File 104 Modifying the Library File 106 Data Management Overview of Data Management 112 QUICK Se
60. Check MARO An Item record is any material or media type within the library collection Acquisitions in L4U Freedom e isa place to store new items or items on order e isa place to store items you hope to add to the collection does not make items available for circulation or searches in the 1iPAC the items can be modified after saving as long as they haven t been posted Common 4 sccassicns MTEF Il c romney 0973551425 men Sus Arved S The Gurness word recorda 200 CANCEL tote Edton Acfhors s lt Put lah r Roc kpo Bocks Cals 692 02 GUI JU DeC 03202 Main WERT Lean Type Fic Ficten Estats SSN Ueda MS Miscetanecus feces a Www s Department MS Ms celtasecus Level Made School Pages urp rosy Vesd BRO Brown s Book Distributor Condibon Exc Entytasue 2 16 2006 Locaten HevE ew Sementar est 0 00 Rv 0 00 DUPLCATIE Note Control over what Freedom features are available to a user is specified in the user s Homeroom see Setting Web Privileges on page 27 Navigating Freedom Acquisitions Cataloging materials in LAU Freedom is quick and easy Use the onscreen navigation buttons and links to quickly jump to the part of the record that needs attention The buttons on the Acquisitions Toolbar select the corresponding Acquisitions section f 2 EB TRE O Acquisitions Home Common Main Subjects Description Added Entries Info Resources Exit 8
61. Circulation Setting and Defaults in Preferences as is LAU Administration Circulation Please see Circulation Settings on page 41 in the LAU User Manual Circulation in a Union Catalog with LAU Enterprise 136 A Union catalogue is the combined holdings of two or more libraries or collections If the library administrator allows you to work or edit in more than one collection LAU needs to know which collection your administrative tasks will affect If so Select a location from the drop down list before performing Freedom administrative tasks If the drop down list is not available then you have access to only one collection Chapter 7 Circulation Checking an Item Out LAU needs a patron entered in Circulation first then you can circulate materials to that patron 1 IniPAC login to Freedom see LAU Freedom Login on page 66 2 Click Circulation 3 Doone ofthe following to enter the Patron 9 a Cir Controla Search Add New Client Circulation Studebaker Smith Henshaw HS e Scan or manually enter the patron barcode in the Enter Barcode Here field and Click Enter Locate the patron using the Search button in the Circulation Toolbar see Using the Search Icon to find Patrons on page 139 for more information 4 Do one of the following to Circulate the materials e Scan or manually enter the item barcode in the Enter Barcode Here field and Click Enter e Locate the item using the Search button see Using the
62. Features Select the applicable options See Advanced Features below 6 Click Post 7 Confirm that the number of records in the message box is correct e To exit without posting Click Cancel Acquisitions Management 8 A Confirmation Screen appears sich peyen d abated S derit mirer Click Return to Acquisitions minan Main Page when finished aaa Advanced Features Change Entry Date to Today s Date The Entry Issue field will be updated with the current date for all posted records X the Records being Posted This option Marks with an X all records in the Library File that have just been posted This is a quick method of locating these new records in the Library File The marks can be removed once they are no longer needed see Mark Item on page 133 in the L4U Users Manual Delete All of the Posted Acquisition Records When selected L4U will delete all Acquisition records that have been suc cessfully posted to the Library File This option is recommended unless records are frequently reused Delete Only Duplicate or Bad Accession Records When chosen this option deletes from Acquisitions only those records with a bad or missing Accession number 105 L4U Web Manual Modifying the Library File The Library File is a list of all items in the library collection that are currently avail able for circulation or have been at one time While the Acquisitions and Library file appear very similar there are imp
63. Freedom iPAC Connection Types iPAC Connection Types are either Internal or External The Internal 1PAC may be accessed directly from within L4U Admin Utility by clicking Start the iPAC at the Login Screen see Login Screen on page 17 in the L4U Users Manual The Internal iPAC does not support iPAC Search Results Display features or Freedom functions An External iPAC connection is an internet browser running on any other computer on the LAU computer s intranet or internet LAU installations that are licensed for LAU iPAC or LAU Freedom have an unlimited number of connections via the Internet This license can be applied to either Single User or Multi User configurations iPAC LAN Client The Internal 1PAC differs from the web client iPAC because it can be converted to an Administration station by changing password levels Click the Start the iPAC button to access the Internal iPAC when first starting the LAU program If currently in an Administration screen access the Internal iPAC by Selecting File Change Pass word Level and click Start the iPAC The Internal 1PAC has a limited feature set com pared to the External iPAC IPAC Browser Users that are licensed for LAU iPAC or LAU Freedom have an unlimited number of connections to their collection Patrons connect to the collection from a browser on any Intranet or Internet enabled computer To connect to LAU from a browser 1 Launch a web browser on any Internet connec
64. Items Overdue Report Click Continue Click Send Overdue Emails Click OK at the confirmation dialog Choose Report Style e Send to Patrons or Homeroom Email Address e The example emails above had S AE L P Arthur s chicken pox of those overdue items are Hapori Sending overdun malls Cita Choose Report Style Band b Parana Herd k K rlsrosr i char 7 Pospisceeriant ied Fan Bl REVAND li Rapi pman sabe Cope Bi Hol ni zira Can hui ul a opie testa Cpi hha Fina ll Rigticaie Can heba Fee Seppe VER Replacement Value Fine of Notifications option selected 8 Click Send Overdue Emails 9 Aconfirmation will appear providing a summary of successful emails Click OK Message from webpage Successful Emails 8 Overdue Notices have been emailed here is the summary Total emails not sent due to an error Email not sent due to invalid email addresses 173 L4U Web Manual Note A single email will be sent to each homeroom email address The email will contain a complete list of overdues for all individuals in the specified home room Item Status Report The Item Status Report will produce a report based on the various Status s that exist in the library collection Alternatively if the desired Status isn t in the selection pop up the Status can be entered manually The report can then be sorted by a variety of fields to produce the desired report This proces
65. Number Author Title moz 000212 Kinney Jeff Diary of a wimpy kid Fek Ruiz Zafn Carlos Angel s game The the Pencil icon 4 Make the necessary changes 5 Click Save e To exit the record without sav ing the changes Click Cancel Hardwicke Twilight Directors Note Catherine Movie Based on the N oO e HVE000210 106 Chapter 4 Data Entry Note The Accession cannot be changed in the Library File The record must be copied back to Acquisitions changed and re posted The old record should then be deleted Ratings and Resources m e a m uu IA or ra B DOi a SE MERE mr emm n e E cn EV nakan W WERD N Rating F cese GHE A 1 Rang Repources URL URL ura HAE ul File Resources Rating It maybe desireable to clear an item s rating due to a variety of reasons To do so 1 Locate the item using Quick Search or any other means 2 Openthe item by double clicking it or Click the pencil icon 3 Click the Resources icon in L SEW l lt A AA Xx the Libra y File Manage Library File Home Common Main Subjects Description Added Entries Info Resources Exit ment toolbar or scroll down to the Ratings section 4 Click Clear 5 Click Save e To exit the record without saving the changes Click Cancel Resources Resources can include a variety of files URL s or bookcovers Resources are covered in more detail on page 92 However if an item doesn t have a bookcover L
66. Search Icon to find Items on page 139 for more information 5 The status will display Outgoing e The item has now been checked Out Circulation ne NEN NE Cm Conros Search All Hevi Chet Besos Kemewale Hees and Charges Hip Fikes i ected Location Studebaker amp mith Henshaw HE Harmer Alicia Beli FEM SS teme Cut Come CIDI cmm qp Hamivt m Studebaker Siilh Hershaw Sec Ag x ee Grade iis 4 H r Dii SSH10 y n ami Oui Mai dl Dum Date 6222010 Camia rangs Il Total Tur rear 2 Talal Fines 000 Other Changes 0000 Note If one patron is circulating multiple items it is not necessary to re scan the patron code each time Simply continue scanning or entering the item bar codes or titles Those items will continue to be checked out to the same patron until a new patron barcode number or name is entered 137 L4U Web Manual Checking an Item In Those Items with a status of Out can be circulated into the library without entering a Patron Code 1 IniPAC login to Freedom see LAU Freedom Login on page 66 2 Click Circulation 3 Doone ofthe following e Scan or manually enter the item barcode in the Enter Barcode Here field and Click Enter Locate the item using the Search button see Using the Search Icon to find Items on page 139 for more information 4 The patron that last borrowed the item will appear and the status will display Incoming e The item is now checked In Circulation O O E N te C
67. This option will have L4U restore the contents of your bookbag upon your next login e Click Yes Logout and delete my session This option deletes the contents of your bookbag Ifyou selected Log Out in error and would like to return to the iPAC click No please return 3 TheiPAC home page appears Quit iPAC The steps to quit the LAU iPAC differ entirely depending upon your connection type If you are accessing the iPAC through a web browser on the browser menu File gt Exit or File Quit depending on your operating system 78 L4U Demo Library Mark are you sure you want to Logout Tes Logout and save n session da Ter Longest end debate erg vesi om d ve GS CHAPTER 4 DATA ENTRY 9 Entering library items Cataloging Tips and tricks for data entry Copy Cataloging from the Library File Details of the Fields in the Bibliographic Record 9 Using CheckMARC 9 Importing MARC Records 9 Searching for Items 9 Modifying the Catalogued Materials 9 Duplicating Items 9 Deleting Items 9 Printing Spine and Barcode Labels 9 Posting to the Library File 79 L4U Web Manual Freedom Acquisitions The Acquisition File acts as a olding tank for Items that are not yet ready for Circu lation It is the main point of bibliographic data entry into L4U New Item records are created either through manual original entry or copy cataloging from materials in the Library File or from the Internet
68. This setting does not convert the data within your collection only the interface that displays your materials The Language selection will only apply to the iPAC and will not affect any other levels of LAU Both the default language display and the language used for a specific session can be modified Default iPAC Skin The appearance of the LAU iPAC can be changed by simply selecting a differ ent skin A skin will change the look of the dialog boxes buttons etc of the iPAC interface The different skins available are selectable from the drop list 47 L4U Web Manual Navigating the Results List Standard internet browser window controls are available when the display is set to Item Display Sort by Records per Page and Go To a desired page allow patrons to quickly navigate the results list g rd Showing 1 15 of 52 Results for astronomy Sexrch Click an the Item Title far mare details ecards Per Page i 1 Page 1234 Next 15 Hits midd to Bookbag Stott Carole 2002 facts about space New York Dorling Kindersley 2002 520 21 STO Location Oceanview School Gutsch William A 2007 things everyone should know about the universe Toronto ON Doubleday c1998 REF 520 GUT Location Oceanview School Sorting Search Results While in the tem or Authority list views it is E possible to sort the search results This is achieved by clicking the column label by which you wish to order the recor
69. York Scholastic c2001 Lean Type Days ERN NE Thin Kem may oroulate for T 1_ hepartent 415 Mico anocus Media M S Miscellanegus Vabemw liue qo Deitription LE em it by Tin basimi rau mak r Hob ig orale i Ip So Eric heel and tube hava to make cure the mask doesn t fall 1a reg hands Otherwise it could mean merous trouble for Decor Copies View The iPAC will display all copies of the items by default If this option is selected search results will show only one copy of an item that has multiple copies Copy Management has to be enabled in Preferences for this feature to work For more infor mation on Copy Management on page 38 in the L4U Users Manual With Copies View enabled ii 4 L4U Demo Library Shawani l T5 of 145 Results tor Wustratad history ob a the Fine T ww dalada Keyword Search ihe ge Pare T5 n Era you La Pilot J2 J i 10 1 ee 13 L4U Web Manual 14 Without Copies View enabled A th ban Ma L4U Demo Library Keyword Search rhPage 15 s ecords P Tite N Subtitle Combining Search Terms When a patron uses more than one word as their search criteria LAU can handle the search using one of two boolean operators as the default If the default is set to OR a more expansive list of items will result For Example If a patron enters Dog Cat as the search criteria the results will include item records containing the w
70. a 9 Sell Check Search Criteria lt Default parch ameen o Ca kek initial Screen in PAC Gi Search Lopi First Soren aller Login C erofle Ei Home Perform Similar Searches 5 Logout settings Display Search Suggestion LoguutUuttun enable CoDesble Details Ballons O En Automate Tirmenut in Easy Search on every page Er 3 Active Directory Login Windeaws g ER ne ur MM ML B Allow Setwork Ure Logan E alal k fresdal A Lb m ilin tieg Restrict Easy Search pros every l ilema Polron s Customisation Selling Ene Sane Defi ili Cane Default iPAC Languages LAU can display the iPAC screens in one of three Languages English French or Spanish The Language selected will affect the buttons and alert messages that appear when patrons use the iPAC functions This setting does not con vert the data within your collection only the interface that displays your materials The Language selection will only apply to the iPAC and will not affect any other levels of L4U Both the default language display and the lan guage used for a specific session can be modified Default iPAC Skin The appearance of the LAU iPAC can be changed by simply selecting a differ ent skin A skin will change the look of the dialog boxes buttons etc of the iPAC interface The different skins available are selectable from the drop list Default Location The different Locations available in L4U Enterprise are selectable from
71. access for problem solving and access to tech notes If you have purchased a support package details are provided with your software package If you are interested in purchasing support and would like information and pricing contact Sales LAU com L4U Web Manual Web Site L4U users can keep up to date on the latest releases and news by visiting our web site Useful Tech Notes and Frequently Asked Questions FAQ s can also be accessed from the web site Visit us anytime http www L4U com Client Corner Client Corner is a limited access area of the LAU Website http www L4U com Cli ents with valid Support Packages are issued user ID s and passwords to view these pages Information such as current software releases Quick Tip Archives Tech Notes and account information are all accessible using your password Through Client Cor ner you can request support report a program defect and enter a feature request All requests are automatically logged in LAU Library Software s internal client manage ment system and reviewed by Support and Development technicians On Line Help LAU has the added feature of on line help If you are in the program and have a ques tion simply access the on line help from within the program and you will be directed to a virtual manual Simply click your way to an answer Email Support Email is a wonderful tool for obtaining support for your LAU software In addition to a quick response time you als
72. ag Individual items can be removed from a Bookbag without clearing its entire contents To remove an item from the Bookbag 1 Click Display Bookbag or the Bookbag link 2 Deselect the check box of the item to be removed 3 Click Update Bookbag Removing an Item from Detail View A single item or multiple items can be removed from a bookbag while in the bookbag view You may wish to review the items one by one before deleting them from the bookbag To review an item and then remove it 1 Click Display Bookbag or the Bookbag link 2 Click the title link of the record to review 3 In the detail view click Remove from Bookbag 4 Click Go Back e You are returned to the next Items Detail view Emptying the Bookbag Once you are finished with a Bookbag it can be deleted from the iPAC station To remove an entire Bookbag simply click the Empty Bookbag button displayed in the search results screen If the Empty Bookbag button is not available first click the 57 L4U Web Manual Bookbag link under the task bar to display the Bookbag contents and then click Empty Bookbag Shek st the Item Tithe ter more detaili Page t 4 items in faekbaq anw Records Per Page 15 M IPAC Voting All voting in L4U takes place in the iPAC Elec M M tions are set up and monitored from the Administration area of the program however individuals cast a vote from the iPAC stations When there are active elect
73. ain either of the items before and after the OR operand Example Selecting cat OR dog will pro duce results that con tain both cat and dog ral DZ M poet as well as only dog or Han er ee Ee only cat AND will produce results that contain both items before and after the AND operand Example Selecting mouse AND elephant will only produce results that contain both mouse and elephant e NOT will produce results that contain the item s before the NOT operand but excludes items after the NOT operand Example selecting cat NOT ele phant will produce results that contain cat but will exclude items which con tain cat as well as elephant 5 Media and or Level can be used in conjunction with the MultiSeek search crite ria e If Media and or Level are used their Boolean search operand is always AND with respect to the other criteria specified 6 Click Search Reset will reset the search to default so that a new search can be entered 7 The Results screen will display the number of hits in the Title Bar and list them in the main screen 42 Chapter 2 Internet Public Access Catalog Note Very specific searches yield a much smaller hit rate To broaden searches use the OR operand Advanced Search The Advanced Search feature searches the fields of an item record directly as opposed to searching the keywords associated with the field This means that users will have to enter more specific search crite
74. an Bibliographic The results list is similar to the Details view but in bibliographic format n VanCleave Janice Pratt Astronomy for every kid New York John Wiley amp Sons 1991 520 VAN Location Local Library Couper Heather How the universe works Pleasantville N Y Reader s Digest O Association 1994 520 COU Location Local Library VanCleave Janice Pratt Janice VanGleave s astronomy for every kid New York Wiley c1991 O c1991 520 VAN Location Local Library 45 L4U Web Manual 46 Highligh rch Criteri Momo ei bighlish t This option will highlight the search terms in the resulting lists MTS Lala acm This allows patrons to quickly Bu ee ee locate the relevant items on screen Spell Check Search Criteria EE When performing a single field Na m__ T E te 7 search 1 e not Multiseek LAU will check the spelling of the us bera P ne KV OR R search terms and suggest alterna DEN HAN E tive forms of the misspelled words from the collection s keywords For example a keyword search of aro ara boreealis will result in L4U suggesting aurora borealis Perform Similar Searches If enabled author searches will display other authors based on the subjects in the list of results For example a search for the author Anna Sewell will list these authors because of the sub jects associated with Anna Sewell s found materials Display Search Suggestions dus Beach Ku
75. an item is greater than the Global or Location Due Date the date will default to the Global or Location Due Date If necessary Select Renew Overdue Items Do one of the following To renew all items displayed Click Renew all Items e To renew specific items Click each item to be renewed to place a check mark in the box beside the item Click Renew Selected Items e To return to circulation Click Return to Circulation 145 L4U Web Manual Renewal Wizard Step 2 Renewal Preliminary Statistics or Renewal Wizard bd Cirian Hasanas Renewals Fines and Changes step 82 Renewal Preliminary Statistics 4 ttam s requaated for Renewal 4 Items will be Renewed Items to be Renewed ArpESsRm B nl i Tithe lare Taken Reiu Gain Fibra Hew ewn Mane 811 CAT Cal per Tarn T Me TliBz o8 THF Cal that waded by him seli Tha gap 11552001 11 5 2008 TAT HIS History of cur Windiod States waai AR 11 5 2008 Fat B01 CLA Skin Torz Scz Dog TI SZOOR 11 2008 1 Messages are displayed detailing which items may be renewed and which may not be renewed and why 2 To continue with the renewal Click Renew 3 To go back to Step 1 without renewing Click Go Back Renewal Wizard Step 3 Renewal Results Renewal Wizard Step 9 Renewal Results d items have been Renewed items to be Renewed Cone 11 CAT Cal poems ey E RIP Cat mat wallord bj hirrsek Thr PhP 11 5008 TXT HIS History of aur Linited States 1237007 11008
76. and has NOT been added to Inventory Please deal with this Item through a standard LAU Station msg Cdi ftom Status Not Added to Inventory meget 10 Importing Barcodes from a Portable Scanner After scanning the barcodes with the portable scanner they have to be transferred to the computer running Freedom Inventory The barcodes are then imported into L4U Please refer to the documentation that came with the scanner on how to transfer or upload the barcodes Uploading barcodes using the CipherLAB CPT 711 Scanner is 164 Chapter 9 Inventory described below For more information on other L4U Inventory scanners please refer to Inventory using a Portable Scanner Elite on page 298 in the L4U Users Manual Before attempting to upload scans to a computer please ensure that the Keyspan USB Serial Adaptor CPT 711 and desk cradle have been installed correctly as per the LAU Installation Instructions je G N Q Q AL a der 10 11 12 Upload Scans to the Computer Place the CPT 711 Inventory Scanner in the Desk Cradle Run the CPT 711 software from the CPT 711 icon on the computer desktop Click the Menu Button in the CPT 711 software application Select Com Port Settings Ensure the COM Port is set to COM 3 and click OK Press the 2 Key on the CPT 711 Inventory Scanner keypad Click the Menu Button in the CPT 711 software application Select Receive Data gt Via RS 232 or IrDA In the Save As dialogue box Choos
77. ape i 1 j Peblithing inin N w yen E WE EZDI Current Rieg RR MR loan Typa Days EFO Eegolar T es fem mies oniba lor 14 Dari Deparimen Ur GisE accu Medis PRP ida b kck Related Searches When viewing the item details for an individual record a related search can be con ducted by clicking any field data that appears as a link These fields will most often be Title Author Series Ed Illus and or Subjects By clicking one of these links a page 50 Chapter 2 Internet Public Access Catalog will display showing that search criteria and the number of records that contain the selected information Clicking in this list will display the individual records Studebaker Smith Henshaw HS lt a Title RM trom tne D oM yeme acid v d ne wond wi end j Author s Local Call Num ERES 570 PLA Status thes item s currentiy IN the l brary Pages 325p Publishing Info New York Viano Pengun 2008 Loan Type Days ERES Electrorec Resources This item may orculate for 14 Days Department MIS Miscellaneous D Current Rating Not rated yet Description Philip Plat m Includes mdex Target Earth Sunburn The st elar fury L vae Cosme blowtorche The bottomless E of As ack hole Ahen attack c death of the sun Bnght fight t6 tig galaxy The end of e o ster of ume befo reac osmic aster e E m vie she uld v bout about Mat coer And if do post a veas can ar y th
78. apped Not mapped Not mapped DLC 930277606 DLC DLC nus 2683 5 06 C48 1994 Record Matches by Location If the counter indicates that matching records have been obtained from the various loca tions these results lists can be viewed by Clicking on the appropriate tab then scrolling down to see more results than the suggested hit To view the details of a specific record in the list simply Click the Title of the i desired record Click Collapse a to hide the detail of the selected record Harry A History The True Anelli Pocket 1416554955 1416554955 2008 11 04 i Melissa Fans and Life Inside the 3 Harry Potter Schoolbooks Rowling Arthur A Levine 043932162 043932182X 2001 11 01 Box Set From the Library of J K Books Hogwarts Fantastic Beasts Han r Papert Set Books 1 6 Harry Potter and the Half Rowling Scholastic Blood Prince Book B J K apel Harry Potter Boxset Books Rowling J Arthur A K Bool x Rowling Scholastic Inc 0439887453 0439887453 2006 07 25 J K 0439785960 0439785960 2006 07 25 Harry Potter and the Rowling Scholast Sorcerer s Stone Book 1 J K Harry Potter and the Order Rowling J Scholast ofthe Phoenix Book 5 K Paperba Harry Potter and the Rowling Scholast Prisoner of Azkaban Book J K o co EJ eo e Chapter 4 Data Entry Viewing Record Detail Individual record detail is viewed by Cli
79. apter 4 Data Entry Adding Resources In addition to attaching a URL to an item record L4U call attach practically any file to an item record It is up to the internet browser to open and properly display the file type Files such as jpg gif png wmv mpg mov wav amp pdf can be opened by a modern browser The file is not externally referenced but is added to the datafile To Resource Upload Maximum file size for upload 200 Mb Browse add a resource to an item record 1 While in an item record Click the Resources icon in the Acquisition Toolbar 2 Enter the Display Name under File Resources the name as it is to appear in the iPAC 3 Click Upload 4 Click Browse and navigate to the file location e After locating the file Click Open 5 Click Upload Bookcover LAU will attempt to locate a bookcover and include it with the LAU record Some times a CheckMARC search fails to locate a bookcover LAU can search Amazon for a bookcover that matches the item s ISBN To do so 1 Locate the item using Quick Search or any other means 2 Openthe item by double clicking it or Click the pencil icon 3 Verify the item has a valid ISBNIO or 13 e Ifthe ISBN is missing from the ISBN 1 field LAU will attempt to find a bookcover with a combination of Title Author and Publisher 4 Click the Resources icon in the Acquisition File Management toolbar or scroll down to the Resources section Click Search the Web for a Bookc
80. ay is a table containing only a list of hits and the number of items associated to each For Example a Title search would result in a list of Titles only and the number of items containing the search term in that Title To view the individual items you must click the Title link More tabs will appear at the top of the results list if licensed for Federated Searching and the Service Providers login credentials have been configured in Preferences Please refer to Federated Searches on page 52 for more information on how to use Federated Search Regardless of the view chosen the total results are listed at the top of the table and the records are displayed 15 per page To view the next 15 records simply Click Next 15 Hits or the preceding records Click Previous 15 Hits Chapter 2 Internet Public Access Catalog Search Results Options Search results can be further refined with the following options These options can be set in Preferences to be the default when a new internet browser window is opened or modified on the fly in the current internet browser window current session The cur rent session settings override the settings defined in Preferences To modify the Cur rent Session iPAC Customization Settings 1 From any iPAC page hover the mouse pointer over the cog icon reh 2 Select the desired option MultiSeek Advanced Messages New Items Links OR x iPAC Customization Settings Search Results Display OList G Detail
81. bar o Al 4 tM NEM AE Q acquisitions Home Common Main Subjects Description Added Entries Info Resources Exit Log Out of Freedom see Log Out on page 77 instead of just closing the Internet Browser window Cataloging in a Union Catalog with L4U Enterprise A Union catalogue is the combined holdings of two or more libraries or collections If the library administrator allows you to catalog for more than one collection LAU needs to know which collection your administrative tasks will affect If so Select a location from the drop down list before performing Freedom administrative tasks If the drop down list is not available then you have access to only one collection la M kaz Cu LENT mie LIED Ad Messager few The Nin L4U Enterprise Training Library My Profile IM F ere To Create an Item Record 1 IniPAC login to Freedom see LAU Freedom Login on page 66 82 Chapter 4 Data Entry Click Acquisitions Records Per Page 2 Displayed page er1 Search by AccessecMNumb w ede Code Puita hama Jack Feann Sadon Click Add Record The Accession and various other fields will automatically be entered using the default settings in Preferences To change these default settings see Acquisitions Defaults on page 30 in the L4U Users Manual Tab or Click between fields to enter all relevant information Scroll or tab to the various Sections to enter additional informati
82. bels for iPAC Language Column Column Label in iPAC Duration Duration Edition Edition TUE vee Editor Ilustr Editor Illustr Page widt din et Entry Issue Entry Issue irum ISBN ISBN O Fixed Width of pixels OULccn LCCN Levels Levels Display Rank in Easy Search _ Loan Type Code Loan Type Code These fields are NOT sortable in iPAC English French Spanish D S8 Default Cancel Save 8 Change the column label for a Homeroom iPAC Customization field by clicking on it and then iv 3PAC Search Results DEME clicking on it again a slow i double click Enter the new n e General Sethingt each S Sulte Dornlay Curomizati n Accession Number Title amp SubTitle i label for the field 17 ame 1 To modify the labels for a 4 different language change daa n n ine aE TA the language by clicking on een one of the three languages oe jere radio buttons under Edit EE TIT Labels for iPAC Language 9 Adjust the space allocated to a column by pointing the mouse at the divider between two columns in the preview area and then click and drag the divider 25 L4U Web Manual 26 e You may also click the row containing the percentage figures or number of pixels if Page Width Determination has been set to Fixed Width for the dis play click on a specific number and enter a new value Homero
83. button Web Server Log Web Server Log B pd EE epod selected Sipra n 1 abla e Exit the log by clos ing the window 5 Click Save to exit the Preferences screen O22 006 MOCGRCL LangsEnlLaratianeBe 1a7 1 Orario fapicaomcL 1iLangsknmeratiancfpe 127 010 1 aiardn mcos TAL aagsEniLacatensie 127 0 0 1 buen teur wien Gen z 02 SXarup launched 193 168 0 102 ambuJu 6 314 f initiahzed Ini amp al Search page itaat Web_Gen_2002_ Stamup launched 122 1 50 0 102 Ua l l Perlurmed Quicksearch ditiat HOCOVOL DiLavgsEn Locatione Bc 192 168 0 102 127 0 0 1 127 0 0 1 127 0 0 1 132 158 0 102 187 15H 0107 182 158 D 11 72 Shee AI Hama Lala n Maximum Hits allowed in iPAC Searches Any time a search is conducted L4U compiles a list of hits that comply with the search criteria By setting a maximum the Administrator can limit the number of returned hits per search This becomes especially useful when a patron enters a vague or broad search criteria A search result consisting of hundreds of records may be overwhelming to a new or younger user as well as slow down the network To set the maximum number of hits allowed enter the preferred value in the field provided 1500 is the default value and recommended Chapter 1 Configuring iPac amp Freedom Bibliographic View Punctuation If Search Results Display is set to display in Biblio graphic view see Biblio graphic on page 45 these option
84. c Search Weeding Create 121 List Search 115 Editing Topics 123 Wide Area Search Managing 119 See Wide Area Search in the L4U Using 40 User Manual v2 3 Twitter See Social Network Links Types iPAC Connections 3 U Union Catalog Considerations Acquisitions 82 Circulation 136 158 Client Entry 128 Data Entry 82 Unmark Items 114 URL s Adding to a Record 92 User Fields 89 V View All Records 113 Viewing Bookbag 57 CheckMARC Records 97 iPAC Search Results 44 Item Detail 49 Items Out for Clients 143 MARC record in iPAC 51 New Items 53 Reserve Management 159 Reserve via iPAC 71 Reserve via My Profile 70 Reserves via Freedom 147 Subsets 114 Web links in iPAC 54 Voting From iPAC 59 W Web Administration 63 Web Links Adding a New Site 17 iPAC 54 Web Privileges Setup 27 Web Server See Configuring the iPAC amp Free dom Web Sites Adding 17 Index L4U Web Manual
85. cataloging sources can save valuable time When importing MARC Records it is helpful to know the holdings fields that 97 L4U Web Manual are used within the records see Holdings Fields on page 310 of the L4U Users Manual If this information is not provided by the supplier there is an opportunity during the import process to verify the necessary information Freedom a 9 Q da IPAC J n ZU N en Wn 2 wa EZ Labels Import MARC Record Post Records Add Record Acquisitions Management Current selected Location Studebaker Smith Henshaw HS Records Per Page 20 v Displayed page 1 v of 1 18 record s displayed 18 records in location Search by Title v 3 Title Accession Author Status Call Number Vendor Publisher To Import MARC records 1 From Acquisitions Management Click Import MARC Records 2 Click Browse Acquisitions Import MARC Records Current selected Location Studebaker Smith Henshaw HS Import MARC Records Upload File Select the File to Import Browse Upload File 3 In the open dialog Locate and Click the appropriate file Click Open Click the Acquisitions button or Exit to return to the previous screen if you re not ready to import 4 Click Upload File 5 Choose the necessary options See MARC Options below for more information on these options 6 Click Import 7 A screen appears indicating the import is being performed on the L4U Server Click Return to A
86. ch is the simplest of all the searches and will likely be the most used by your patrons The search criteria entered for this type of search can be a single entry multi ple words or a phrase Exactly how the search is executed will depend upon the search options selected in Preferences see Combining Search Terms on page 14 To use Gic gsearch Home Picture Search MultiSeek Advanced Messages New Items Links L4U Demo Library a Easy Search a Picture Search a MultiSeek g Advanced Type what you want to sex b patton to the collection a Switch Languages Vote Now A Keyword oM Subject Title Author Series Editor Illustrator Picture Search MultiSeek Advancec Messages New Items 5620 5 powered by Kelowna Software Ltd s award winning Library Automation Software Library 4 Universal Copyright 2008 Kelowna Software Ltd All Rights Reserved Worldwide C2 0 On the iPAC homepage Type in the search criteria in the field provided e This can be a single word multiple words or a phrase Chapter 2 Internet Public Access Catalog 2 Click the icon that represents the type of search to perform e Pressing ENTER on the keyboard performs a Keyword search 3 The iPAC displays a list of items that match the search criteria Note Searches are not case sensitive and do not recognize articles the and a etc Quicksearch amp Authority Quicksearches work exclusively with keywords and not all words are keyworded For mor
87. ches If enabled author searches will display other authors based on the subjects in the list of results 22 Chapter 1 Configuring iPac amp Freedom Display Search Suggestions When few or no results are returned due to complex multiword searches L4U will list different combinations of the search terms and the number of items found using those combinations Details Balloons LAU will present a pop up balloon which contains the item s bibliographic information when the cursor hovers over the title of the item Easy Search on Every Page The Easy Search button will appear on every page of the iPAC Note To restore the display to the default display settings click Default Search Results Display Customization When a search is entered in LAU iPAC the search results are displayed in List View The user can then click a link to view an item s details L4U gives you the ability to easily customize the List View for your library If licensed for LAU Freedom the List View can be customized for individual homerooms allowing you to present different levels of information to different groups of patrons Please see Creating a Custom ized Search Results Display for a Homeroom on page 30 in this chapter for more information on Homeroom customization Kenya tn repre and gt uae the heart of Canfield Jack viso CAN KEL Senior Schon andans f Hodge Deborsh ee KEL Seninr School and how tha COR was bul Default Search Results
88. cking eomm 2 the title of the record in Check 98 kn the list view Check BL REIN BN s BM o NES RU BN A MARC loads the item Hcc weren B ba TIRSEKE CINA NEYEN and displays it below the Collapse and Import buttons This view shows the record in tagged display and includes the L4U Field that each tag and sub field is mapped to View ener the complete record by aa om Fare r using the scroll bar to the right of the record data Saving a Record Once you have located a record that you wish to use you will need to save it in the Acquisitions file From there you can then edit the import per your local cataloging rules These steps are continued from above 7 The Online Search Results screen appears with the default record displayed e fno records are found a message appears Click OK to clear it 8 View the alternate records to ensure this is the record you wish to use 9 Click Import e fno record is appropriate Click Start New Search and redefine your search or cat alog the item manually 10 The Acquisitions cataloging screen appears with all the data automatically entered 11 Review the record and make any additional cataloging changes required 12 Click Save Importing MARC Records Importing MARC records is the most efficient means of creating a complete library collection Although MARC records can be downloaded or entered manually import ing MARC record files from vendors or other
89. cquisition Main Page to return to Acquisition Management or Go Back to the Import MARC Records screen to import another MARC file 98 Chapter 4 Data Entry MARC Import Options MARC Options File to import MARC 22 records Better bi Diacritical Processing No Processing UTF 8 MARC Template To Use Master Template Y Accession Barcode Numbers 9 Leave Accession Numbers Blank O Let L4U Assign Next Accession Number O Use Accession Number From MARC Record Select Fields To Import M Local Call Number V Loan Type M Cutter Advanced features Attach Imported Cutter to Imported Call Number L Take Dewey from imported Local Call Number r Import Files as MicroLIF 1987 protocol Diacritical Processing Diacritics accented characters in French Spanish etc can produce undesir able results if the proper processing is not selected MARC record vendors adoption of one standard over another is slow so there are several options to choose from in LAU They are e No Processing UTF 8 this is the default choice and is becoming a industry standard in the World Wide Web e Regular iso 8559 1 an older encoding method that supports diacrit ics better e iso 8559 1 and DOS postprocessing many book vendors still use this method to encode their MARC records and is recommended if diacritics do not display properly after importing However if one option does not produce the desired results after importing select anothe
90. cula tion to patrons with fines will be prohibited e Show Client Pictures If performing circulation while logged on as a patron within this homeroom patron pictures either their own or other patrons depending upon the options selected will display Show Hidden Items in Circulation All items out regardless of their depart ment status will display in items out for each patron Warning Do not select Advanced Circulation under Freedom Privileges if limited Circulation is required Selecting Advanced Circulation overrides the Basic Circulation settings and allows the Homeroom full circulation privileges To Enable Freedom Privileges 1 Functions Homerooms 2 Double click the Home room to modify 3 Click Web Privileges PAM E 4 Click Freedom Privi Bx RR leges HS REE uum nes m 5 Click Allow Clients Access to L4U Freedom 6 Select the specific Free dom Privileges you wish these patrons to have Select Allow Access to Advanced Circula tion if you wish the patrons to have access to full circulation functionality 29 L4U Web Manual 7 Click Save to save the Freedom Privileges settings To assign new PINs to the Patrons in a Homeroom PINs are automatically assigned when new Patrons are entered You can override the automatically generated PIN when you enter the new Patron or you can generate new PINs for all patrons in a Homeroom SAR WE 2 US L A 9 10 11 12 Functions gt Ho
91. d Date if desired 175 L4U Web Manual e Select the Sort Order lL DX ee HAM Ai Date Times Picher Wind f E Online Reports 5 Click Generate Report to produce the report e Click Go Back to return to Reports Home 6 The desired report will appear on screen e Use the drop down list to navigate to the other pages if more than one page is available e Reports Home returns to Online Reports e Report Options returns to the current Report Options page e Back returns to the previous page 7 Print the Report using your internet browser s Print command e Please consult the documentation or help files associated with your internet browser on how to Print Items Circulation Statistics for May 31 2011 at 9 56 AM for period from 9 1 2010 to 5 30 2011 Type Code Type Name Total Circs AB Audio Book 165 Audio Cassette Disks 47 Biography 552 Childrens Books Compact Disc Direct Video Disk Fiction Junior Fiction Junior Non Fiction Kit Missionary stories Music Department Nonfiction Primary Serial Spanish Video Cassette Young Adult Total Circulation Inventory Statistics These reports are used during the Inventory process For more information on these Reports please refer to the Inventory Chapter or more specifically refer to Inventory Reports on page 166 Patron Reports There are a variety of Patron Reports available
92. d SoundsLike searches C Add wikicerd to Keyword Searches from seeing this feature and add an s to Keyword Searches OY rating items Please refer to Za e Book Ratings on page 49 ERE EE dinanan for more information on how to place and view Item Ratings Show Social Network Links Social networking links are available so patrons can like and share their favorite books with friends via Facebook Twitter My Space and other popular sites Enabling this feature may frustrate some patrons if these features are blocked by your IT Department or District policy 10 Chapter 1 Configuring iPac amp Freedom Authority vs Item Display Display of search results within the iPAC fall into two categories by rem or by Authority Item Item display shows the patron the individual NE library items in more detail from the search result list This is best option if the library has a wide variety of users and different ages Item display may also show duplicate items depending whether Copy Management is enabled or not All LAU Dama Library items will show as sep Eis dev Hala J arka ara Lidii na anl xc Li rara rta nian Dre ca kek ar j orat e aqarsyire PPE baleer Fata grad Al S que u u p ad Baz a da T arate items if Copy Management is not enabled Please refer to Copies View on page 13 Authority Using Authority display of search results shows as a list of hits match
93. d and Save it e Ifthe Item already exists Locate the item and Click the Title to open it 2 Click Duplicate on the TIEREN Dashboard Duplicate 3 Inthe request screen that Type in the number of Duplicates Required pp ml appears Enter the number of additional copies required Cancel Proceed FAYED xav 409 p 4 Click Proceed B Entryllssue 1 25 2006 Clear All Selections Delete 102 L4U Freedom will remember selections or subsets when switching between different Freedom functions For example if 12 items in Acquisitions has 7 items selected and then you switch to Library File to check on some other items the 7 selected items will still be selected when you return If this is not desired click Clear All Selections and all selected items will become unchecked z a Acquisitions Management AR EI j A heer MARC Heroni Pest Aecoda Add decor EZ Labels Help Files Records Per Pag 4 Displayed page 1 of 1 sda ol vo T an aici Search By AccessianMurmber hu wy VIEW ALL Select All tama Clear All Salectiang A azm eee TET FO TT humba Author Tite Sinus Goey GH umber Vemi Cede Publisher Hama Heath 0311735 UTeck n Soup M lin protien soul Communications 031138 H w ate y u poling Hainan 3 Libraries aq T mn n4 F 0311 Poir US gavernment on tha Web 025 04 HER FIR Unimed i Libraries UA government on tha Web 2504HER FIR Unlimited If it is decid
94. dcard to perform a Contains search ie Search on 9 CAT produces Captain Cat My Family Vacation etc Click the Query Icon to start the search Click Reserve for the desired Title Multiple Item Reserve 1 2 Create a bookbag of the item s to be reserved see Working with Bookbags on page 55 From the Freedom Circulation screen Enter a patron The bookbag contents can also be created after the patron is entered Click the Reserves button To return to Freedom Circulation Click Return to Circulation Click Place a Reserve Do one of the following Dci Kak reserva e Select the checkboxes beside the items Sears to reserve and Click Reserve Selected Items on a8 2 Ramie in yaur Curren Hookeag 147 L4U Web Manual e Click Reserve All Items Reserves 6 The next page displays a listing of all the patron s reserves 7 Click Return to Circulation to return to the Freedom Circulation screen Deleting iPAC Reserves To view and delete reserves in Freedom Circulation 1 From the Freedom Circulation screen enter a patron 2 Click the Reserves button To return to Freedom Circulation Click Return to Circulation The iPAC reserves screen appears with all current reserves listed 4 Do one of the following e Select the checkboxes beside the items to be removed from reserves and Click Delete Selected Reserves Click Delete All Reserves 5 If everything is correct Click Confirm To make adjustme
95. design and under the direction of LAU Software Support L4U Web Manual iPAC Server Log All activity on the iPAC that is conducted via a browser is logged in the Web Server Log This log contains the IP address of a computer making a request when the request was made what the request was and the IP of the Server that responded This informa tion is accessed through Pref erences Additionally you can decide how long you would like to retain this infor p k r j ural ar d lacus Rear paru de w dih Fadsat vis iusagm PAT La nga aqa e gri in PAZ aba mukr gn Launch LH PAC at Startup ed Diha Convert Diarritira 4 etr E Yas iua Esbheonr aphic View Punctuation J Do ral ael awira pure bakar C Add bibliographic punc buacion hheit bible graphie punctuation Lal Cilari rium E begged sr au Lgart Patsr u District Logo z amp Fie ame Rradenpa LetterhwaclFonber jpg Upland Fizm ur Sarna Oriy SESE LAMIGU 5A Web Requests Lag Update Voting fa PAC Custormizat nr Freedom Caustonizatin mation To access the web log options 1 File gt Preferences 2 Click L4U iPAC 3 Byentering a value in the field provided or by using the slider to right of the field Enter the number of Days between log flush e This is the length of time you wish to maintain the web server log and is flushed automatically 4 To view the web activity click the Web Requests Log
96. desired patron Click the Client Code link to open the desired patron ate information Mandatory fields include Client Code must be unique and may need to begin with the designated pre fix Client Code prefix is discussed in more detail in To Create a Patron on page 129 Last Name Homeroom 5 Click Save to save the edits otherwise click Cancel to discard Note Use the Client Information Items Out Fines History amp Histories buttons to quickly navigate the Patron information Searching for Patrons To locate a patron from the Client File Management window 132 Chapter 6 Client Admin 1 IniPAC login to Freedom see L4U Freedom Login on page 66 Select Client Management 3 Do one of the following e Scan or manually enter the patron barcode or a portion of the patron barcode in the Client Code field Type the first few letters of the patron s first or last name in the respective fields Type the first few letters of the desired homeroom in the Homeroom field 4 Click the Magnifying Glass icon 5 Click the Client Code link to open the desired patron Client File Management Ea First Name Last Name mess Homeroom a 3 of 40 records are found Add New Client Show All Clients Delete Selected Clients Client Code Last Name First Name Homeroom out Max Fines Points Messenger Kylan Messenger Dawn Messenger Braden Records Per Page Page 1 Jump to Page __ Patrons can als
97. dia authoring workshop with Director 5 The Balance Return t Toe of tna Pan l Ensure that the Returned Item Fines tab is selected Check off in the Pay column those items to which the payment is to be applied Enter the payment amount in the Payment field Click Apply Payment The Confirmation Page is displayed To confirm the payment Click Confirm To return to the Fines and Other Charges screen without applying the payment Click Go Back 7 Ifthe payment amount is greater that the total fines for the items selected the amount will be displayed in the Change Due field To return the change to the patron Click Return Change e To apply the change as a credit Click Create Credit ps pM dM 149 L4U Web Manual 150 Waive Fines pls Ensure that the Returned Item Fines tab 1s selected Check off in the Waive column those items whose fines you wish to waive Click Waive Fines The Confirmation Page is displayed To confirm waiving the fines for these items Click Confirm To return to the Fines and Other Charges screen without waiving the fines Click Go Back View Active Fines Active Fines is the amount owing on items currently overdue and not yet returned To view fines that have accrued on items that are still out select the Active Fines tab Total Charges Fines or charges may be incurred for reasons other than Overdues such as lost items photocopying damaged materials
98. dichonaey of mic Tras Aiii ol angari warid T Uaa parte atus Lae panoramic gia VUTETAME Dun Ina HEBE Ares Of arscspnt America REF 26 DYE REF 418 COM REF 427 WHY REF 503 DS REF 20 GUT REF 825 PRA REF 780 3 NEW REF 11 M L REF Fit LAT REF 02 RT REF oi UAT Addie to bavaria State Ester Showing ma mang Added k ime ory REF TO GG Inventory Reports Freedom can print inventory reports for partial or full inventories with different sort options Inventory reports can be viewed or printed at any time while Inventory is enabled or active To do so uu E odo pem i VM 166 From the Freedom Toolbar click the Reports icon Click Inventory Statistics Click Continue Select which items to display for either e Full or Complete Inventory Leave the Display Items drop down list at All Loan Type s Partial Inventory Select the appropriate Loan Type from the Display Items drop down list Select either Currently Inventoried Counted or Non Inventoried Not Counted Select the desired Sort Order from the Select Sort Order drop down list Click Generate Report A list of barcodes will appear with a status of each item Print or return to another Freedom module as appropriate Chapter 9 Inventory Inventory Reports After Inventory has Been Turned Off Once Inventory has been turned off the ability to print detailed inventory reports is limited All that can been done is to use the Status Report and sea
99. ds Clicking the column label once will sort the records pest at anina in tha past weh mass you Ho in ascending order If you click the same label again the records will be listed in descending order If you reorder a list while viewing any page other than the first results page you will be returned to the first page with the new sort order displayed 48 Chapter 2 Internet Public Access Catalog Viewing ltem Detail Home Topic Search MultiSeek Advanced Messages New Items Links Help Once you have performed a search and have a list of results Studebaker Smith Henshaw HS you may wish to view the records in more detail This is done by clicking the Title link of the item you wish to view When using the Authority view you will need to display the individ ual records by clicking the link in the authority list prior to selecting an individual record Lote View the MARC Record Current Rating Rate this Item The item detail display contains all the information specific to the item chosen This can include Title Subtitle Author Local Call Number Status Pages Publishing information Circulation Loan period infor mation Department Media Subjects and Description Any data entered in the library file record will be displayed in the iPAC item detail If a book cover has been saved to this item record it will display as well Note While viewing the details of a specific record you can return to th
100. e toolbar The Mode is now changed to Status Check 2 Scan or manually enter the item to be checked and i 8 Cir Controls Search Add New Client Reserves Ri Click Enter lebaker Smith Henshaw HS The item s Status and circulation information will be displayed These steps can be repeated for as many items as necessary 3 To return to normal circulation Select Auto Mode from the Circ Mode toolbar The Mode will change to Auto and normal Circulation will resume Circulation Controls In addition to the default settings that exist in Preferences a number of the Circula tion options can be changed directly from the Freedom Circulation screen To modify these settings 1 From the Freedom Circulation Screen Click Circulation Controls 2 Select the preferred options e See definitions below 3 Click Apply Global Due Date 00 00 00 Ll circtime Override Display Client Pic CJ Incoming Grace Day Cl Disable Fines Fine Warning Cl Show Pay Fines Cancel 141 L4U Web Manual Warning Any changes to modes or circulation controls do not take effect unless O the Apply button is clicked Circtime Override By selecting Circtime Override an alternate circulation period can be desig nated when checking an item Out Before the item is circulated the new Due Date or Loan Period must be entered in the Circtime Override field The field will only be displayed if Circtime Override is selected The value entered will
101. e Web Links The library administrator has the ability to add customized Web Links to the iPAC Any patron connecting to the library via the internet will also be provided with direct links to other web sites as set up by the Library Administrator These Web Links can be added to and revised as necessary Web Links are maintained in the Library Pro file To add a Web Link to the Web Page see Creating Web Links on page 17 Viewing Web Links Web Links are an excellent tool for directing patrons to areas of interest on the Inter net If a school or school district web page has been established this is where a link can be set up To view existing Web Links 1 On the iPAC home page click Links on either the top or bottom toolbar 2 To access a listed site click the Link 3 To exit web links click Home Home Picture Search MultiSeek Advanced Messages New Items Links L4U Demo Library es D S The L4U Product Web Site The source for L4U Product Information ieee web cits The Official Apple Computers seat Find out about all things Apple The Microsoft Web Site The Official Microsoft Web Site Find out about all things Microsoft here 4 useful site for reference to all types of material You can look up just Wikipedia Encyclopedia Web Site about everything If you can not find it there you can even write your own article and post it for others to use Very innovative Picture Search MultiSeek 5 20 5 powered by Kelowna Softwar
102. e Client Name or Homeroom Code Home room Name Select the desired Client or Homeroom from the drop down list e Specify the Sort Order from the drop down list Check Print each Homeroom on a separate page to have each homeroom print on separate page Check Display zero balances rows to report on items with zero balances 8 Click Continue 9 The desired report will appear on screen Usethe drop down list to navigate to the other pages if more than one page is available e Reports Home returns to Online Reports e Report Options returns to the current Report Options page e Back returns to the previous page 10 To Print All Pages with the selected Page Break Option Click Display All Pages 11 Print the Report using your internet browser s Print command e Please consult the documentation or help files associated with your internet browser on how to Print Displaying page 1 of 2 Page Reports Home Report Options Back Fines Other Charges Report Generated on Nov 23 2008 at 2 27 PM Client Info Item Info Circ Info Charge Info L4U Demo Library Staff Scanlon Jim Title Multimedia authoring workshop Return Fines Charged 25 10 C 0006 with Director 5 The Date 11 23 2008 Cali t TR 006 6 HAR Accession 000824 Scanlon Jim Title Internet for teachers The Due Date 12 6 2007 Charge day 0 10 CO006 Call t TR 004 6 WIL Days Overdue 251 Active Fines 25 10 Accession t 000825 Scanlon Jim Title Complete idiot s quide
103. e Ltd s award winning Library Automation Software Library 4 Universal Copyright 2008 Kelowna Software Ltd All Rights Reserved Worldwide C1 5 54 Chapter 2 Internet Public Access Catalog Working with Bookbags The L4U iPAC includes a Bookbag feature The Bookbag is used to group items of interest that are not necessarily accessed from the same search and then display all selected items as one list Bookbags are local to the browser therefore individuals on separate computers can be working with their own bookbags simultaneously Homa Pics Beach Multiesh Advanced Messages Nav lerma Linke Halip b rr Hy Profile Bonkhag 1 Im Ti pnr Local Library Results 172 Showing 106 120 of 172 Results for africa detective Easy Sea rch In the Studebaker Smirhi Haenshaw HS Lacatian Slick aw the Dram Tinie far mar datallg Acords Pur Page 15 Previous 15 Hits Pag 1 4 amp 5 Z 10 Li l Hil 153 Hits lump bo Page d Ga Update fols Alini Aankhen 1 items ln Bookbag now E Title amp Subite Author Omm 000 Jiewewe li rmm rra sas jU keme des ae cerhan quem awr jAnewa nint mm Secondary ee reai a McCann Jesse Leon KE MC Pe pent amith Henshaw kevi loo e m det in the dark mystery RN Call Number Adding Items to the Bookbag Multiple items can be added to the Bookbag throughout an iPAC session The items are saved in the Bookbag
104. e a location to save the file e g computer desktop or a network share and a file name for the saved text file i e FictionInv02 04 2008 txt Once the upload is complete you will be given the option of viewing the data or not If you do view the data please ensure the file is Closed before proceeding to the next section mport Scans into Freedom Inventory At the CPT 711 Inventory Scanner it is advised to delete the scans on the scanner To Delete the Scans Press 1 on the key pad Press 1 on the key pad again The scans will now be deleted from the CPT 711 Inventory Scanner The scans are uploaded to the computer Import Scans into Freedom Inventory From the Freedom Home Page click the nventory icon From the Inventory Toolbar Click mport Inventory File Click Browse reee i Navigate to the location of the file containing z ln tt t r get the barcodes and Open it Click Upload Click Proceed e f your scans have a checkdigit Click Remove last digit checkdigit A list of barcodes will appear with a status of each item Famces tast digit check pti 165 L4U Web Manual 8 Print or return to another Freedom module as appropriate ri Ni lt Inventory start cate 2 29 2002 Chis fest Camolic donar A Comprehenahes tona E ngiah dictionary The Wy do a tip dal Del komcn encyciopedu The TEGE Teigi dew pind s ogid breda abil Ie unhe Ergeraa EWE a Haw Harvard
105. e information on excluded key words see page 36 in the L4U Users Manual Keyword The keyword search is performed by entering the search criteria and either pressing the ENTER key on the keyboard or by clicking the Keyword icon When this option is selected L4U searches the keywords of each item record looking for a match to the search criteria Keywords are derived from various fields within the item record For more information on keywords see Key words on page 35 in the L4U Users Manual Additionally LAU applies the search option selected in Preferences when performing a keyword search There are two search options that effect how the search is conducted The comparison value between multiple words entered can be set to AND or OR Selecting OR will return results that contain any of the words entered whereas selecting AND will return results that contain all of the words entered To adjust this setting Combining Search Terms on page 14 Using keywords results in a greater hit rate than using a single search category SoundsLike The SoundsLike search is a phonetic search tool It is especially useful for those hard to spell terms and patrons who experience difficulty with spelling To use the SoundsLike search Enter the word as it sounds phonetically and then click SoundsLike For Example Entering elifant will produce those records with a keyword of Elephant L4U searches a list of phonetic key words that has been ge
106. e item Out or In Multiple copies of an item appear separately a 139 L4U Web Manual e Click the Reserve button to place a hold for that Title Items with a Status of In can be reserved as well Tithe Search Title Search produced 7 results LT EET T5 1E abel Ciculuba bhat Ilam Ibema ihal ar mot linka cen n l b circulated af thia tima Accession 023442 003526 027801 829 13 HAM PE DAL 013141 620 133 MAH 001523 E WEH Circulation Options 140 Within the Freedom Circulation screen there are various control functions that can be easily accessed Many of these functions are also controlled in Preferences For more information on the Circulation Settings in Preferences see Circulation Controls on page 141 The Preference settings control the defaults whereas the Circulation Con trols control the activity taking place for that current session These special functions include activities such as Status Checks on library items and Fine notifications Circulation Modes L4U defaults to Auto Circulation This means that items can be checked In and Out at any time During the course of library operation it may become necessary to do a large number of returns or circulations By selecting Incoming Only items can now only be checked In This is helpful for catching items that have been placed in the return bin without ever having been checked out By selecting Outgoing Only L4U will now only allow items wi
107. e search results list by clicking Go Back Book Ratings LAU allows for patron ratings of books and other library materials It is based on a five star system with one being low and five being the highest rating L4U will aver age the rating based on the number of ratings received The patron has to login to the iPAC to rate materials Also the Library Administrator has to enable Show Item Rat ings in Preferences To rate an item 1 Locate the item to be rated using one of the Search options 2 Open the item Click Rate this Item 4 Click on the desired rating dd 49 L4U Web Manual 5 The Item Detail screen is _ with the current averaged rating ann Bahibek Advanced insan n Hew Dema Lista Lau Enterprise Training Library 7 Eha MAOC mecand ELLAS Sse ign Note Only one rating is allowed per patron unless Group Login is enabled for the logged in patron s Homeroom Please refer to Group Login on page 28 Social Network Links If enabled by the librarian social networking links are available so library patrons can like and share their favorite books with friends via Facebook Twitter My Space and other popular sites School district policies may block access to some of the sites or features Tite Anma purenors of the netics Muther a Somer Barbara A Lecal Call Num 391 768 309 aa Eo j i aii pbk Siatue Ths tem is oerecity D ha kirana Senes tte jeer Lowel Acrulan d b reaching P
108. ed an item or a number of items are not needed in Acquisitions they can be deleted one at a time a selected number of items or the entire selection l m A 0 2 t EI imoni MARC Heoi Posi Recods Add decor EZ Labels Help Ties Acquisitions Management Records Per Page 4 Displayed page 1 of 1 Rec NODE T aroraa Search By AccessianMumber ii Fini copy CH Rn Health Cemmuniesbens Haw ate yeu posting Artur A L avin UTreck n Soup Ll m protien Soul Hainan Libraries a i Kar a hein U S gavammeni on tha Web UH HER F Lairdin US government on tha Web i O850 HER FIR ka a Chapter 4 Data Entry To Delete items 1 In Freedom Acquisitions Management Click the check box beside the item s that need to be deleted 2 To select all the items in the current subset or view Click Select All Items In the above example all four items would be selected if Select Allis clicked not all 64 items in Acquisitions 3 Click Delete 4 Click OK to confirm the deletion Note Select All Items will only select only the items in the current view For exam EZ Labels ple if Records Per Page is set to 20 and there are 80 items in Acquisitions and all items need to be selected then select 100 from the Records Per Page If Select All Items is now clicked all 80 items will be checked Before posting the items most librarians will print the necessary labels EZ Labels allows for quick and easy label creat
109. eg istration is required Enter the client code and pass word PIN New School Mascot 5 Click Login Aconfirmation screen appears If the results are set to display During the Election a to date tally of votes will be listed 6 Tocontinue with searching click Home ewran n or r Puia oe Pubor P dad Li sad f m Ir Li i E x Fe L x l J h d LAU Dem Library i Note If concurrent elections are both free and restricted votes each election will have a separate Vote but ton However if all elections are either free or restricted the patron can make a selection for all elections and click vote once Election Results 60 Once all votes have been cast and the election is complete the results can be viewed and printed from the iPAC screen by clicking the Election Results link on the home page Chapter 2 Internet Public Access Catalog The election results can also be printed from an administration station with access to Preferences The report is generated from the Election Management screen oF S A QE A E L S File gt Preferences Click L4U iPAC On the Configuration amp Startup tab click Update Voting Highlight the election to report Click Subset Click Print On the Reports tab click Custom Use the Report Editor to create a report with the required information See Custom Report Editor on page 233 in the L4U Users Manual for more information on using the Report Edi
110. ems Out Accession Local Call Title Due Date Fines 4 22 2009 39 20 4 22 2009 39 20 39 20 730 MAC Haida art TR 306 ROD Culture smart TR 372 5 REU Complete art curriculum activities kit 4 22 2009 Return to the top Fines History Paid Waived Accession FIC Title Description Charge Date Fine Charge Amount Paid Status Items Out is a list of all items the patron is currently borrowing from the library Items listed in red are overdue 131 L4U Web Manual Fines History If the library administrator has enabled Fines History then a list of incurred fines amp other charges will be displayed It contains details of all payments made on fines and other charges including partial payments and waived fines This is very useful for audit trail purposes Note To add Other Charges such as photocopying or lost materials or Manage Fines please see Total Charges on page 150 Histories Client circulation history is displayed here Histories are only available when histo ries have been enabled in Preferences Please see Item Client Histories on page 39 in the L4U Users Manual To Modify a Patron 1 IniPAC login to Freedom see LAU Freedom Login on page 66 2 Doone ofthe following OR 3 Select Client Management 4 In the fields provided Enter or Edit the appropri Select Circulation re homeroom eee Senith liens hare Locate the patron iU em Click Modify Client A mic Locate the
111. ences To customize the Search Results display for a specific 30 homeroom 1 Functions gt Homerooms 2 Double click the Homeroom to modify 3 Click iPAC Customization or Freedom Customization as required 4 Make the required changes to the Search Results Display Chapter 1 Configuring iPac amp Freedom These options are described in Search Results Display Customization on page 23 of this chapter 5 Click Save to return to Homeroom Management 6 Click Save to save your changes Warning You must click Save on the Homeroom Management screen in order to save the changes you made to Web Customization Modifying a Single Patron s Privileges You may find that you wish to remove a patron s login access or perhaps only allow access to a few patrons within a single homeroom In order for even one patron within a specific homeroom to have access to login the homeroom must have the Web Login enabled see To Enable Web Login on page 27 It is not possible to enable only cer tain privileges for certain patrons within the same homeroom If you want only a few patrons within a homeroom to have login capability enable Freedom privileges but delete the PINs for the individual patron records Once the homeroom has been set up you can modify the patrons who do not have login privileges To modify a single patron s Freedom privileges 7 L4U Client File Control A am ama 4a i Homeroom Staff L4U Demo Lib
112. eports can be quickly and easily generated Item Reports Freedom Item Reports offers a variety of reports ranging from Items Out to statistics for Loan Types and Inventory First select the type of report required then narrow the scope of the report specify the sort and Freedom will produce a predefined report The different reports and what options are available are described in the following section Online Reports Help Files Curren selected Location Oceanview Middle School Please Select Your Report Type Item Report Optons Patron Report Options tems Ovide Repon C Paton Lisl Report tems OutRepon 3 Patron Histones Report t me Statue Report PatanFinas Other Charges Report tems Bibliographic Report Clroulation Statistics J Inventory Statistics Items Out or Overdue Report Items Out either overdue only or all items out for all homerooms or specific home rooms or patron are available The options are similar for both Items Overdue and Items Out so only the Items Overdue Report is shown below 1 Log into L4U Freedom see L4U Freedom Login on page 66 2 Click Reports 3 Choose the desired report and click Continue tems Overdue Report List of items overdue with options Include Hidden Departments tems Out Report List of Select Sort Order Homeroom M items currently circulat ing including overdues 4 Choose the Report Options Items Overdue Report Options Report on All Items Rep
113. eroom Gode Mr Forces Kindergarten Chass terne Dul Man 272 Cranide Dos Modify Client Toll far Year 7 Talal Finis 58 TU Diha Changes 0 00 Returned Item has Accrued Fines When an Overdue Item is checked back In a warning message appears notifying the user that the item has accrued fines This message only appears if Fines are being used and the Show Pay Fines option has been activated Reserve Arrival Messages If a patron is entered in Circulation and the item they have reserved is available a notification message will appear The message will appear each time the patron is entered until the reserve is either deleted or the item circulated out to the patron Circulation m RR o Dir Contras Ranarvaa Hanaewala nad ard Charged Conhinie Prior Reserves Occasionally patrons attempt to borrow items that have been reserved for someone else When the circulation attempt is made a message will appear stating that a prior reserve exists The user can then choose to circulate the item anyway by Clicking Allow or not by Clicking Disallow Suspended Client If a Patron currently has a status of suspended they are not permitted to borrow mate rials from the library When a suspended Patron is entered in Circulation an Alert will display and circulation will be prohibited 153 L4U Web Manual Account Expired If a Patron currently has a Card Expiry Date that has passed they are not permitted to borr
114. es to confirm Click Save to Exit Location Preferences Click Save to return to the Locations window SELE Q P cR Enable Inventory Access in Freedom Now that Inventory is enabled make sure that the people performing inventory have the correct web privileges to do so Determine which Homeroom the people belong to and modify the Homeroom s Web Privileges It is assumed the patrons in the Home room have a PIN assigned to them so they can login For more information on Web Privileges please refer Setting Web Privileges on page 27 in the L4U Web Manual Note Best Practice Create a Patron called Inventory Clerk and put them in a Homeroom with just Inventory privileges Give your Inventory assistants this web login and they can use any laptop as an Inventory only workstation Counting Inventory Counting items can be accomplished in two ways e Scanning or manually entering barcodes into an Inventory screen e Importing barcodes from an Inventory Scanner INVENtOTLy Start Date 2 23 2019 ibon Oceanview Middie School Cortese BEJ information for this Item The Longest home run The Accession 000244 Local Cal 8 ECAR Return Locator Oceanview Midde School tem tatus Added to Inventory msg C S9 163 L4U Web Manual Scanning Barcodes using a Scanner This is the most common method of counting items in L4U Inventory From the Freedom Home Page click the nventory icon Scan or manually ente
115. f applicable and the desired patron or homeroom The report will list outstanding items still accruing fines fines paid or outstanding and other charges paid or outstanding and waived fines or charges Log into LAU Freedom see L4U Freedom Login on page 66 Click Reports Click Patron Fines Other Charges Report Click Continue Click Other Charges to include any outstanding Other Charges Click Fines to include Fines amp Select what Type of Fines to report A W SA n Li 3 Chent Fines Other Charges Report Options Cl Other Charges LL Fines Outstanding Fines ist All Clier elect Type of Fines pat AR CMS Outstanding List Clients from a Specific Homel Active Fines Outstanding and Active Fines Report on Specific Client Select Sort Order Print each Homeroom on a separate page Display zero balances rows e Outstanding Fines are fines charged on overdue items that have been returned e Active Fines is the amount owing on items currently overdue and not yet returned 179 L4U Web Manual Outstanding and Active Fines are both of the above 7 Choose the Report Options Client Fines Other Charges Report Options e Auto Search by Client E D Outstanding and Active Fines jj Code Client Last Name or ces o List Clients from a Specific Homeroom llas Homeroom Code Home zz DN letters room Name is available if 555999 7 7 the appropriate option is checked Enter a portion of the Client Cod
116. field represents the total copies for that title in that location ISBN The International Standard Book Number assigned to each edition of a book as determined by designated agencies in each country participating in the ISBN program Enter either 10 or 13 digit ISBN s as appropriate with or with out hyphens Status This is a required field that describes the availability of an Item Although an Item may have any Status while in the Acquisition File it must have a Status of Arrived before it can be posted to the Library File Once in the Library File a record must have a Status of Jn for it to be available for circulation Title All Library Items must have a Title To enter a Title type in the first few characters and a list containing all matches will appear Click the correct entry to select Click the j Green Arrow icon to copy the bibliographic from the O Library File Please refer to Copy Cataloging from the Library File on page 83 for more info on Copy Cataloging If no match is found simply continue typing Subtitle The Subtitle is used for the remainder of the Title This may include a parallel Title or other Title information Edition Information relating to the edition of a work as determined by applicable cat aloging rules Author Author 2 These fields contain the names of the person or persons responsible for the creation of an item Standard practice is to enter the Author s name in reverse
117. from within L4U Freedom Patron lists by homeroom or by individual patron as well as circulation history and outstand 176 Chapter 10 Freedom Reports ing fines and other charges are available The format of these reports are built in to L4U and derive the header from the library information stored in Library Profile The different reports are listed below with their various options Online Reports Q Help raes Please Select Your Report Type Item Report Options Patron Report Options tems Overdue Report Patron List Report m a items Gut Report CiPatron Histories Report e OPatron Fines Other Charges Report Themes Status Report COptems Bibliographic Report 1 AX imeulation Statistica Patron List Report W a 2 am Log into LAU Freedom see L4U Freedom Login on page 66 Click Reports Click Patron List Report Click Continue Choose the Report Options Client List Report Options Auto Search by Homeroom List All Clients Code Name or Client Code Last cene from a specific Homeroom Name is available if the appro T priate option is checked Enter a portion of the Home room Code Name or Client Code Name Select the desired Homeroom or Client from the drop down list Specify the Sort Order from the drop down list Check Print each Homeroom on a separate page to have each homeroom print on separate page Select Sort Order Homeroom Print each Homerd cooo 6 Click Continue 7 The desired
118. gement Inventory Specific Reports and Labels This allows libraries to use any internet browser equipped computer as another administration station Please see Freedom Profile on page 67 for more information on My Freedom Profile These extra features are enabled and controlled through Web Privileges set in Home rooms More information can be found in Setting Web Privileges on page 27 Accessing iPAC For more information on how to access the iPAC please refer to IPAC Connection Types on page 3 Navigating the iPAC 36 The iPAC has the identical appearance whether it is the internal iPAC or on a web browser Unless your installation has been customized by your own technicians the first page that displays for the iPAC is the home page From the home page you have several options for moving between search types and a number of static links that appear on the toolbar Home Picture Search MultiSeek Advanced Messages New Items Links Midvale School Easy Search 3 Picture Search 3 MultiSeek Type what you want to search for in the box above then click once on a button to search the collection Keyword Sounds Subject Author Series Editor Like Illustrator UNES oft D m a S AUR Cowie 2008 Kelowna Sof Software Ltd All Rig eni worldwide C2 0 Chapter 2 Internet Public Access Catalog Some links and options may not appear on your screen depending upon your licens ing For Example Wide Area Searching dr
119. guide provides detailed information for L4U on the Web and all of its functions The L4U User Manual is a separate manual and provides detailed information on the Administration Utility for both LAU Enterprise and LAU Platinum Elite Please note that some iPAC and Freedom options are configured with in the LAU program and are therefore explained in the L4U Users Manual The manuals provide step by step instructions with any differences in operating systems noted in the text Screen shots may appear in either Macintosh or Windows format throughout the manual Before using this manual you need to install the LAU Platinum Elite program using the installation instructions provided with your software package L4U Enterprise Users would have this done for them by their Support group A quick overview of the product and possible feature revisions are also available in the Quick Start Guide We recommend you keep the installation instructions with the manual If you must rein stall LAU please refer back to the installation guide that you received with the soft ware or consult LAU Client Corner later in this chapter LAU documentation assumes you have a working knowledge of your operating sys tem and its conventions including how to use a mouse standard menus and com mands You should also know how to open save print and close files For more information on these techniques consult the documentation that came with your com puter Notationa
120. h The Easy Search was introduced for patrons who are not exactly sure of how to phrase a query but have a good idea of what they are looking for Easy Search uses search techniques similar to the popular internet search engines The most popular fields in L4U e g title author subtitle series etc are searched and assigned a weighted value The resulting list is then sorted on the total weighted value For more 37 L4U Web Manual 38 information on how to change the weighting scale please contact L4U Technical Ser vices To use Easy Search Home Picture Search MultiSeek Advanced Messages New Items Links L4U Demo Library Login a Easy Search a Picture Search a MultiSeek g Advanced Type what you want to search for in the box above then click once on a button to the collection a Switch Languages a Vote Now cu g A Keyword Sound Subject Title Author Series Editor illustrator Picture Search MultiSeek 5620 5 Powered by Kelowna Software Ltd s award winning Library Automation Software Library 4 Universal Copyright 2008 Kelowna Software Ltd All Rights Reserved Worldwide C2 0 1 On the iPAC homepage Type in the search criteria in the field provided e This can bea single word multiple words or a phrase 2 Click the magnifying glass icon e Pressing ENTER on the keyboard will perform the search as well 3 The iPAC displays a list of items that match the search criteria Quicksearch This sear
121. he Only X Highlighted records 4 Click the radio button to the left of the field to be changed Any changes made to the Loan Type or Dewey will prompt the request to update the Call Number By clicking OK L4U will recon struct the Call Number using the Loan Type Dewey and Cutter If any of these fields are blank or incorrectly entered the Call num bers will not update properly Use Library File Global Changes Contenia of ferst record in selectson a Tin u imaga ram o ta 9 Chapter 5 Data Management this feature only if the individual records are complete and correct otherwise Click No In the New Contents field Enter the new value e If Status is selected a pop up list appears Click the value to use and Click OK Click Update To return to the current file without making any changes Click Exit A Confirmation screen appears Double Check the number of records being changed and Click OK e If the record total is incorrect Click No An additional Request screen may appear depending on the field being changed e Do you wish Entry Date updated to Today s Date Click OK to make the change or No to leave the Entry Date as is A confirmation dialog box appears Warning Using the option to automatically update local call number is a very use ful tool however if used when data fields are incomplete or contain conflict ing data local call numbers will be lost 125 L4U Web Manual 126
122. he items in the current view For example if Records Per Page is set to 20 and there are 80 items in Acquisitions and all items need to be selected then select 100 from the Records Per Page It Select All 1s now clicked all 80 items will be checked Mark Item 114 Marking is used for a variety of tasks where any number of items need a temporary mark for later identification These tasks can involve subsetting dissimilar records and or easy location of a group of records To Mark an item s 1 Subset the items to be Marked or locate them using a Search or Query 2 Select the items to be Marked 3 Click Mark 4 Make the appropriate selection when prompted Do you wish to change high lighted records or your current selection 5 Ifan X is an acceptable Mark character Click Save If another character is preferable Enter the Mark up to two characters in length in the field provided and Click Save Edit Mark Accession Number Y Author Tite Simus Copy Call Number Publisher Hame 6 Click OK 7 Click OK when the process is complete UnMark Items 1 Subset the items to be Marked or locate them using a Search or Query 2 Select the items to be UnMarked 3 Click Mark Chapter 5 Data Management 4 Make the appropriate selection when prompted Do you wish to change high lighted records or your current selection 5 Delete the X in the Enter New Value field Litrar Fa Mark econ Mark records in Library File ki pou WI RI b
123. he same patron is checking out multiple items repeat steps 8 and 9 for each item 8 To move on to a new patron simply enter the client barcode and click Proceed 9 This process can be repeated for as many patrons and or items as necessary Note At any point during circulation if you need to clear the information displayed on the screen click the red Clear button Checking Items In If this option is selected in Web Privileges patrons can check items in through the basic circulation feature A patron must login with a valid client code and PIN Pass word and then select the Basic Circulation from My Profile To check an item in sim ply enter the item barcode and click Proceed The item information with a status of Incoming and the information for the patron that last borrowed the item will display 75 L4U Web Manuall Circulation Warnings If a patron attempts to perform a function that has not been activated they will receive a message under Circulation Information and the process will not be allowed Home Picture Search MultiSeek Advanced Messages New Items Links L4U Platinum Demo Library My Profile Logout Basic Web Circulation Enter Item or Client Barcode Client Name li f fa Fines 0 00 Items Out 0 0 hem Circulation Information 1 Cancelled Client has 1 item s OVERDUE msg C21 Item Status msg CS1 GELO Powered by Kelowna Software Ltd s award winning L
124. his feature allows Administrators and Librarians to post messages for patrons and is ideal 15 L4U Web Manual for communicating upcoming events library closures or news updates If licensed for L4U Enterprise specific locations can have unique messages just for that location Creating and Editing Messages I Other gt Messages 2 Select the language to edit the message in and click OK 3 Click Add to Create a New Message or Double Click one of the message head ings to Edit 4 Enter a Topic in the Topic field 5 Enter a Description e Enterprise users may be able to select the Location this message is applicable 6 Click Done 7 Repeat Steps 4 to 5 for all messages to be entered 8 Click Done To edit messages Repeat Steps 3 Highlight the text to change and enter the new message information e These new or edited messages will be immediately available for viewing via the iPac To Edit Message Headings Other gt Messages Select the language to edit the messages in and click OK Double Click the desired message Click in the Topic Heading to make the changes Message headings may be up to 20 characters long 5 Click Done The message headings displayed in the iPac will immediately reflect these changes mo i Viewing Messages from the iPac 1 From the iPac home page click Messages 16 Chapter 1 Configuring iPac amp Freedom 2 Click a message heading to display the message 3 Once finished viewing the
125. hout all the features of full circulation Please see Setting Web Privi leges on page 27 for more information Checking Items Out Circulation on the web can only take place after the patron has logged in with a valid client code and PIN Password Circulation and the various optional settings associ ated with it must be enabled prior to login To perform basic circulation via the web 1 From any iPAC page Login to My Profile see My Profile on page 65 2 Onthe My Profile page click Basic Circulation 3 The basic circulation screen will automatically display with the currently logged in patron s information including any items that are currently checked out Depending upon options selected in Web Privileges this screen can include the patron picture 73 L4U Web Manuall e Overdue items will display with a RED date due 4 To circulate an item out to the current user Enter the item barcode in the field provided 5 Click Proceed 6 The item Title and if available the book cover will display with a status of Out going N Basic Web Circulation Enter Item or Client Barcode Client Name Ben Shaw Fines 0 00 Items Out 3 5 Item Do all spiders spin webs Circulation Information Outgoing Item Status msg CS4 N Date Return Accession Call amp Title Taken Date 018367 595 4 BER Do all spiders spin webs 12 21 2006 1 8 2007 006122 Let s get a pup said Kate 12 15 2006 1 8
126. ibrary Automation Software Library 4 Universal Copyright 2006 Kelowna Software Ltd All Rights Reserved Worldwide C1 0 Circulation Period Hierarchy When an Item is checked Out from the Library the length of time the Item will circu late for is determined by several settings Example Loan Type Client File Circula tion etc The circulation period can be controlled on several levels therefore a hierarchy must exist with specific settings always taking precedence over others The hierarchy is listed below from lowest priority to highest Loan Type Code Each item in the library collection has a mandatory Loan Type Code Loan Type Codes are assigned a circulation period When an item is circulated its due date is based on the number of days in its designated loan type circulation period The Loan Type Code can be configured to override the Client s Circulation Override To use this feature see Creating Loan Types on page 75 in the LAU Users Manual 76 Log Out Chapter 3 Web Administration Client Circulation Override A Client s Circulation Override value will take precedence over the Loan Type Code circulation period This setting is useful for patrons who require set circulation periods that usually exceed a normal Loan Type period For Example If a Patron with a Circulation Override of 10 days checks Out a book with a Loan Type Code set to 7 days the due date will be 10 days from the current date Circt
127. icture quality deterioration Chapter 1 Configuring iPac amp Freedom To change the graphic 1 File gt Preferences 2 Click LAU iPAC if necessary 3 Click Upload 4 Click OK at the Quicktime warning 5 Click OK at the Image Type alert 6 Click Upload 7 Navigate to the new graphic and Click Open e An alert will display if the graphic does not meet recommended specifications 8 Click Save to exit the Preferences screen Note No Conversion When Uploading Logo Enable this setting if the desired graphic meets the requirements and the graphic background is still opaque on the LAU web pages Repeat steps 1 thru 6 above but check this option before clicking Save The graphic is then stored externally on the Enteprise Server in the Server Server Database Web images Logo folder and not in the Current Datafile Update Voting This button gives access to the Elections Module Please refer to Setting Up an Elec tion on page 290 in the L4U Users Manual for more information IPAC and Freedom Customization Please refer to page 18 for more information on customizing the default look of the iPAC and Freedom Customization on page 31 for Freedom customization options Search Options There are a number of options available concerning searching and display within the iPAC These include the default boolean operators used when phrase searching the format in which search results are displayed and how hyperlinks are utilized
128. ime Override By selecting Circtime Override within Circulation an alternative circulation period can be entered when checking an item Out The value entered will override all other loan periods excluding the Global Due date A setting within Preferences will determine whether L4U requests a due date or the number of circulation days To change this setting see Circtime Override Options on page 46 in the L4U Users Manual Global Due Date This is the highest level in the circulation hierarchy For a district wide set ting this date is set in Preferences and is the last possible due date This date will override all other circulation periods Global Due Date can be used for collecting materials before an inventory or library closure This date must be entered in the correct format for proper program functionality MM DD YYYY Locations can have their own Global Due Date and is discussed in Location Due Date on page 19 in the Enterprise Administrator Manual It is best practice to always log out of LAU on the Web once you have completed your work This ensures that no one else is able to view your account or perform transac tions under your login To log out of LAU on the Web 1 Do one ofthe following From a Freedom page click iPAC to return to My Profile then Click Log Out From any iPAC page Click Log Out T L4U Web Manuall 2 Do one of the following e Click Yes Logout and save my session to return later
129. in Detail view By default this list includes the Title Subtitle Author Publisher Call Number Status Location Book Cover and lists each individual item separately This initial listing of found items can also be displayed as Authorities Authorities display is available for List Details amp Bibliographic views To change from Authority or Items display or set a default see Authority vs Item Display on page 11 met FJ n xc N Subject Search Results ammi Fer Sage 1l ew rU TET IHR P ee n ES ELER Er e aT a d mcs Erda Du DRE aL Z F Tate 1 Es e T p m d am LE ERR DITE RE Cal b 3 n yas als SE r Li v ee jeana b akara te u Cal kan SHOE NIM B a ubject Search ditus rawan QAN gla T s a i allis peppad ba Ka la Rafa anm LeR a AW ani von A Za era a kr awan ewan a la ara i Uca al Saint Cappi PAE E u i an Lee az j ni AH Bigs Ea nur qad bPorifssia E BEAS reed n w r a ji xu xn dle a xwani em beac batman born dica Leer rere DIXAN preria beeen ibd E ST Items Display Details View Authority Display Note If L4U is set to rem display and you have performed a Quicksearch on one of the Authorities Title Author Subject Series Editor Illustrator you can switch to the Authority view by clicking the link at the bottom of the page In the case of a Subject search the link will read Display by Subject The Authority displ
130. ing be done to p m Resources View MARC Record Within the item detail view is a Vew MARC Record link This link is used to view the MARC tagged display of the chosen record This option is useful for using alternate LAU collections as a cataloging source The process is similar to the Internet down load described in Import Tab on page 103 in the L4U Users Manual with the exception that your MARC record source is an LAU iPAC as opposed to the Library of Congress To view the MARC record in tagged display simply click the View MARC Record link in the item detail view of the chosen record Resources If additional resources have been identified in the item s record they will be dis played as links opposite the heading Resources Additional resources may be pictures music or other types of files and links to other internet pages To access the resource click on the link eBooks Common Area LAU Enterprise allows the District Librarian to create a Common Area for the repository of eBooks All materials assigned to this Common Area will appear in all iPAC searches regardless of their current loca 51 L4U Web Manual tion and show up in iPAC search results with a special icon Physical and electronic resources are easily integrated in the same collection Federated Searches 52 Federated Searches can be best described as a simultaneous search of the local collec tion s and a remote database s Search results are then
131. ion of the selected items using the EZ Label tem plates provided or templates that have been modified for your needs EZ Labels is also available in other functions of Freedom such as Client Management and Library File C P Acquisitions Management F4 Aa amp EZ Labels Ir port MARC Record Post Records Add Record Current selected Location Studebaker Smith Henshaw HS Displayed page 1 x of 2 20 record s displayed 40 records in location Accession Author Status CallNumber Vendor Publisher U S government on the TEE 031130 Chicken soup forthe Chicken soup for the 031138 teenage soul lll Hernon Peter Arrived 025 04 HER Libraries Unlimited Canfield Jack Arrived 158 1 CAN Health Communications To Print labels using EZ Labels 1 From toolbar Select the items using one of the following methods Click the Check Box beside each PES item Search for the items then click i Bak Accessio Select All Select a large Records Per Page value to view all the items that need labels In the above example Select 50 Records Per Page would show all 40 items Then click Select All 103 L4U Web Manual E n 3 Click Barcode or Spine Label as needed 4 Select the desired template from the File drop down list 5 Click Print 6 Click Current Page amp print onto plain paper 7 Compare the print job with your H3 label stock If it is close enough uM Click Print All Pages after
132. ions taking place a Vote Now link appears on the home page 58 Chapter 2 Internet Public Access Catalog Casting a Vote Voting takes place on the web client PAC Depending on whether it is a free or restricted vote all or only specific clients will be able to cast a vote Home Picture Search MultiSeek Advanced Messages New Items Links c L4U Demo Library Vote Now Vote by selecting your candidates from the drop down menu Please vote only in the elections that you did not vote before New Items Copy X JATU o re An a To cast a vote 1 On the iPAC Home page Vote Now click Vote Now Thank you for your vote 2 From the drop down list Vote by selecting your candidates from the drop wn menu A m lick here for r e 1 It more than one election occae v is active each election will di splay on a sepa Intermediate results for the following election rate line with a drop o mete Name votes rmm School President Manah eyan element ay En 29 35 d l f d d Held from 1 19 2006 to 1 19 2010 own list of candidates Total votes cast 109 Kies tei 22 0195 3 Click Vote Aconfirmation screen appears If the results are set to display During the Election a to date tally of votes will be listed 1 1096 2 Suzie Queue Senior Class Student Fran Star Senior Class Max Story Kindergarten a Class Student DOCS 59 L4U Web Manual 4 If the vote is restricted r
133. item Click Mark As Lost Select one of the available options No Charge The patron will not be billed Charge If the item does not have a Replacement Value then enter the amount due e Charge RV LAU will bill the patron the Replacement Value of the item Click Save Item Lost Chapter 7 Circulation Renew ltems Items that are currently circulated Out to a patron can be renewed for either an addi tional loan period or until a specified date Renewals are accomplished by Check the item In and back Out again Maximum Number of Renewals will be ignored using this method e One Click Renewal see One Click Renewal on page 144 Renewal Wizard see Web Renewal Wizard below Renewal Wizard Step 1 1 2 3 4 5 Enter the Patron in the Circulation win w dow 2 9 Click Renewals Add New Client Reserves Renewals Fines a Either enter the new due date or use the pop up Calendar to select a date m Fra Renewal Wizard NUM papers Henewals nen and Charges Wendy Brown currently has d item s out Renew Selected Items Renew AH Tem DEL So F DabrTaken Fatu Daig Finin Dada BgTTCAT Dal paimi MARO amor 01401 E KJP Cal mal wiii bi hit Th THe TIMANE p d 117 Tat r5 Misery Of dav Lert Sides Lira ra NET aT LAT TE D3 CLA Trina 172152005 11 5 2008 e fno date is entered the Loan Type s Loan Period will be used to calculate the new due date e Ifthe date used to renew
134. iteria is shown as records dis played econ Per Page 2 Displayed a of 17 record s disp nj gt Note The default field that LAU searches on is stored in the LAU Session as is any search results Please see Log Out on page 77 Also the Search will remember the results of your search until you click View All from the Side bar This allows you to move from one part of Freedom to another and retain the results of your search until they are not needed Quick Sort Another method of quickly finding records in a file is through the use of the column sort feature When in the list display of any file in LAU you can temporarily sort the information displayed by the following method 112 Chapter 5 Data Management e To perform an ascending sort on a single column Click the column heading To perform an descending sort on the same column Click it again Select All Items Edit Mark Accession Number Author Tijle v Status Copy 011354 Cohen Miriam BaSort by this columr 017825 West Colin Only joking laughed the lobster 023811 Hutchins Pat 1 hunter Greenspan 100 greatest moments in Olympic Bud history 025465 The white triangle indicates the sort order The file is sorted and displayed by the information in the column selected You can use this feature after doing a Quick Search or other Query presenting the records matching your criteria in the order of your choice Da
135. ive Fines 150 Freedom Dashboard 67 Login 66 Search Results Display Customize 31 Toolbar 67 Freedom Circulation See Circulation Freedom Freedom Dashboard v G General Material Designation See Media Global Changes 124 Global Due Date 155 Global Return Date See Global Due Date Grace Days 142 Group Login Enabling 28 H Help iPAC Freedom iv Navigating Freedom iv iPAC 36 Tips and Tricks v Highlight Search Criteria In iPAC Set as Default 22 View 46 Histories Client Histories via Freedom 132 via My Profile 72 Fines History 132 Holds See Reserves Homerooms 134 iPAC Search Results Display Customization 30 Web Privileges Configuring 27 Hyperlinks 12 Import MARC Records 97 Internet Public Access Catalog See iPAC IP Address Identifying 4 iPAC 35 Bookbag 55 Combining Search Terms 14 Configuration Options 4 5 Configuring 2 Connection Types 3 Copies View 13 Creating web links 17 Enabling 2 Help iv vii Login 64 Maximum Hits 6 My History 72 My Profile 67 Navigating 36 New items 12 Picture Search 15 Placing Reserves 70 Privileges 27 Publishing 7 Ratings Related Searches 50 Reserves 70 Search Defaults 14 Search Results Display Configure 18 Customize Homeroom 30 Library 24 Customizing List View 23 Options 45 47 Search Techniques 37 Searches Advanced 43 by Author 40 by Editor or Illustrator 40 by Series 40 by Subject 39 by Title 40 Multi Seek 42 SoundsLike 39 Topic Search 40 Use Exact Matching
136. l Conventions Dialog box names options menu names button names and menu commands will appear in talic type e Case sensitive characters that are required to be typed as is will appear in Bold e Shortcut options may be provided and will appear in square brackets Exam ple Ctrl 1 e Navigating through the menus will be represented with the gt symbol Example Choose File gt Import File means select the sub menu Import File from the File main menu L4U Web Manual Keyboard Conventions Names of keys that you type will appear in SMALL CAPITALS Example TAB and SHIFT e Aplus sign between two key names means that you must press those keys at the same time Example Press ALT TAB means that you hold down ALT while you press TAB e You can choose menu commands by pressing the key combination listed next to the particular menu command For example in Windows CTRL Y or in Macintosh Y may be used to reach the circulation screen These are referred to as shortcuts Icons The following table describes the icons that are used throughout this manual Icon Description Context Sensitive Help is available throughout the iPAC and LAU Freedom wherever this icon appears Click this icon to display the relevant information in the L4U Manual Notes contain explanations of possible results or alternative methods of performing a task These notes may also suggest best practices
137. le from L4U Library Software L4U Resources There are several resources available to assist you with the L4U program To com pletely understand and utilize all the functions and features available we recommend you take advantage of these resources Show Me Show Me is an audio visual tool that is designed to enhance your under standing of the L4U program A pop up video explains what the feature does and how to use it Look for this icon in key areas of Administrative LAU If you are interested in purchasing Show Me and would like infor mation and pricing contact Sales L4U com Training Product Training is available in a variety of formats Online training is available via a web connection as individual or packaged modules Previously recorded training CD s are available on a variety of topics Certified trainers are available for on site training or in house training held at L4U Library Software s head office Informa tion on our Online training options can be found in Client Corner at http www L4U com Context Sensitive Help Context Sensitive Help is available throughout the iPAC and L4U Freedom wherever these icons appear Click this icon L Help to display the relevant information in the L4U Manual Support Packages In a continuing effort to provide the best customer service possible we offer a choice of support packages They include options such as toll free phone support free upgrades remote
138. lear to clear the edits and start again Note Topic Search Images preferred size is 208 by 208 pixels Preferred format is png but transparent gif files as well as jpg will do All images are internally converted to PNG or GIF and resized L4U will accept practically any image size and format but large images will affect performance Assigning a Saved Query to a Topic It is possible to assign a Saved Query to an existing topic or assign the query to a topic when creating the query To do so 1 From the Query List click the Pencil icon on the Saved Query or Create a Query see page 116 2 Click Assign this Query to a Topic 121 L4U Web Manual 3 Click Select a New Image to assign a picture to this Search Click Choose File navigate to the desired picture and click Choose Click Upload File Select the Topic from the Topic Name drop down list Eie Query Editor Library File ALLES IL LI 7 Click one of the following Save to Save the edits and return to the Query List e Run Query to open the resulting list in a new Library File window Close this new Library File window when finished to return to the Query that was being edited created Edit the Query if the query results are not correct e To exit without saving Click Cancel or Clear to clear the edits and start again 8 The Query is now assigned to the Topic 9 Click Exit to return to the Library File Reassign a Topic Query to Another Topic It is
139. lic etc This functionality can be changed so only items are found where the keyword is equal to the search cri teria In the same example the search would return Cat In The Hat Cat Goes Fid dling The Dog and the Cat Go Out etc Searches can automatically be pluralized as well To set these options 1 File gt Preferences 2 Click L4U iPAC 3 Select the Search Options tab Alow Meserves Bookings from PAC Yes GNO 4 For the Add wildcard to Show Item Ratings O Yes No Show Social Networks links Yes No Keyword Searches Default Search Result Display C Select Yes OT No Number of days items stay new 15 Use Exact Matching of Hyperlinks Yes e fsetto No LAU will Copies View OC Authority Keyword Searches 0 find only items where a Riad SRT D Add wikicerd to Keyword Searches 1 Yes ONo the keyword is equal Add an Y to Keyword Searches O Ye to the search term fa c For the Add an s to PAC Customization Freedom Customization Keyword Searches select Yes or No This setting is only applicable if the Add wildcard is set to No 6 Click Save Creating Picture Searches This L4U Platinum v2 3 and earlier feature has been replaced by Topic Search LAU Enterprise or L4U Platinum Elite users should refer to Query In Library File on page 116 on how to configure LAU Freedom Topic Searches Posting Messages on the iPAC The equivalent of an electronic message board can be accessed from the iPac T
140. lick Delete Selected Reserves Click Delete All Reserves If everything is correct click Confirm To make adjustments before finalizing the deletion click Go Back The iPAC returns to the updated reserves screen Send Bookbag by Email If enabled in their Homeroom preferences patrons can send their bookbag contents to their email account The bookbag can be sent in text or HTML format in a biblio graphic listing The email settings in Preferences have to be configured and the patron s email and mail server must be entered into the patron s record in Client Man T1 L4U Web Manuall agement before LAU can send the emails Please see Email on page 52 in the L42U Users Manual for more information on how to enter global email settings Your Dis trict Technician or IT Department will have this information Patron specific informa tion is entered in the respective patron record in the Client File To Send a Bookbag List via email 1 On the iPAC home page click Log In 2 Create a bookbag 3 Click My Profile 4 Click Email Bookbag 5 The Email Biblio graphic contents of the Bookbag screen will appear If required change the destination email Make any desired changes to the Email Format Options amp Sort Options Click Send This may Format Optiorms tz Rich Text HTML Bam Test ramavg all text larmathngl feokbag 5 Logout hi regule Email Bibliographic contents of Bookbag Ram curren
141. ll 113 Renewals From Freedom Circulation 145 From My Profile 68 One Click 144 Report Packs 180 Reports 169 Circulation Statistics 175 Client Fines amp Other Charges 179 Client Histories 178 Client List 177 Item Bibliographic 174 Item Status 174 Items Out amp Overdue 170 Overdue by Email 172 Reserves 157 161 From Freedom Circulation 146 From My Profile 70 On a Bookbag 70 One Click 147 Viewing Modifying 159 Resources Adding 92 S Saved Queries 116 Search Options iPAC Authority vs Item 9 Search Results Viewing iPAC 44 Search Results Display Authority vs Item Display in iPAC 11 Customize for Freedom Library File Customize Display Reserves Customize Display 31 Customize for iPAC 18 Sorting 48 Search Stations Public 35 Searches iPAC See Also iPAC Searches Acquisitions 101 Building Multi Level 116 For Clients 138 Library File 116 List Search 115 Picture search 15 Query 116 Quick Search 112 Topic Search 119 Selecting Items Select All 103 114 Similar Searches In iPAC set as Default 22 Skins See iPAC Skins Social Network Links Enable 10 View 50 Sorting iPAC Search Results 48 Quick Sort 112 SoundsLike Search 39 Spell Check Search Criteria In iPAC Set as Default 22 View 46 Status Check Freedom Circulation 141 Subjects Adding to a Record 89 Searching via iPAC 39 Subsets 114 Suspending Clients 130 T Temporary barcodes 154 Toolbar Acquisitions 80 Circulation 139 Freedom 67 iPAC 37 Topi
142. load ing label stock into the printer For more information on EZ Labels please see Modifying Easy Labels on page 212 in the L4U Users Manual Posting to the Library File 104 When an item has been fully cataloged and is ready to be put into circulation it must be posted to the Library File To qualify for posting an item must have a Status of Arrived and a unique Accession Also it is now possible to post a subset of quali fied items by selecting them before posting Once the item is in the Library File it can be searched and displayed in the iPAC During the posting procedure there are options available to assist with the continued maintenance of the records P Status CallNumber Vendor Publisher WELLA Powered bry 1was y 4 Unrvertal 7 Lour Ades tra en bef trreen LS 1 raven Copy C 2889 LEB Eder amem Vedi AB eerie 7 37 Note A maximum of 2000 records can be posted at one time If the current selec tion exceeds 2000 L4U will automatically subset a group of 2000 and post only those records To Post records from Acquisitions 1 IniPAC login to Freedom see L4U Freedom Login on page 66 2 Click Acquisitions 3 Confirm that only the Items to be posted have a Status of Arrived a Unique Accession and are checked Chapter 4 Data Entry e Select the Items to post by clicking the check box This allows to subset a range of qualified items 4 Click Post 5 Under Advanced
143. lows custom ization for the these Freedom screens 5 After customizing the appropriate Freedom Screen Click Save Configuring these Freedom options is the same as configuring the iPAC Search Results screens Please refer to Search Results Display Customization on page 23 for more information Chapter 1 Configuring iPac amp Freedom Note After saving your edits log out of Freedom and then back in to see your changes 33 L4U Web Manual 34 CHAPTER 2 INTERNET PUBLIC ACCESS CATALOG Accessing the Internet Public Access Catalog iPAC Navigating the iPAC Searching Techniques Topic Searches Viewing search results Book Ratings Modifying search results display Using Federated Searches Messages New Items Web Links Working with Bookbags iPAC Voting 35 L4U Web Manual Accessing the Internet Public Access Catalog iPAC The iPAC Internet Public Access Catalog is the interface that patrons use to access the library collection Patrons can search view details sort result lists print bibliogra phies and create bookbags If licensed for L4U Freedom and using My Profile patrons may also place Reserves Renew amp Circulate materials Please see L4U On The Web on page 64 for more information on My Profile Additional administrative features are available via the L42U Freedom Profile These include cataloging Acquisitions Advanced Full Circulation Client Mana
144. merooms Double click the Homeroom to modify Click Login Settings From the drop down list select the Length of PIN to use Select the Type of PIN you wish to assign If all patron records contain a valid email address check Send an email to notify clients of the new PIN Password Click Generate Now If any of the patrons already have PINs assigned a confirmation screen appears Click Overwrite PINs or Skip these clients A confirmation appears click OK An alert appears confirming the number of PINs assigned Click OK Click Save Click Save to save the Homeroom Note If you are not satisfied with the automatically generated PIN Passwords or you want your patrons to choose their own you can modify the patron records individually However Web access must be enabled in homerooms Creating a Customized Search Results Display for a Homeroom If licensed for L4 U Freedom you can customize the search results display for indi vidual homerooms allowing you to present different levels of detail for different groups of patrons This version of the List View will be displayed to the patron after they have logged in and will override the global iPAC Search Results display setting in Preferences This is true for any Freedom Customization changes made in the homeroom The version of the List View for the Library File or Reserves will be dis played to the patron when they view the respective Freedom pages and will override the settings in Prefer
145. message click the Back button on the browser to view further messages or click Home to return to the iPac home page Creating Web Links The L4U user has the ability to add Web Links to the iPAC Home page This means that any patron connecting to the library via the Internet will also be provided with direct links to other related web sites These Web Links can be added to and revised as necessary As with Messages L4U Enterprise administrators can assign specific Web Links to certain locations and not others Adding a New Site Once the iPAC Server has been set up the library administrator can add as many Web Links as they choose Web Links are maintained in the Library Profile where addi tions and deletions can be performed To add a Web Link to the Web Page File gt Library Profile rs E Click Web Links s Library Profile O n Click Add Site E NN 2 SENI Enter the Site Name irm adan irren t w mactare crai erm ig mike Enter the URL Universal Resource Locator 6 The URL must include http at MEL the beginning of the address ow 8 7 Enter a brief Description of the Serene Nene mE ee web site 8 Click Update e LAU Enterprise administra tors can assign a Location or select All Locations as appropriate 9 Click Save e see Web Links on page 54 for information about viewing the links a uec S ee Federated Search The L4U iPAC can search different databases in the deep web depending on
146. mo Borm ht UP 4 8 apa Meet vet wc tings will display here For Example Reserves or Renewal will only appear for those patrons that have this type of access My Profile outlines the details of the patron and their circulation activity To view the items currently on loan overdue or on reserve click the appropriate tab for more detail If licensed for LAU Enterprise select the location to be used in iPAC searches if available Select Location to be used in IPAC Starches ALL Mr LOCAT HVE Hibview Elam arin VES Vantage Elementary School NES 65 L4U Web Manuall L4U Freedom Login In order to access the L4U Freedom features users must login to My Profile first see iPAC Login on page 64 To login to Freedom 1 From the My Profile page click L4U Freedom 2 The L4U Freedom Profile appears 9999 Circulation Ar equite iit ier Ma sanen FREGE Current Location being used in Freedom Session SSH Studebaker Smith Henshaw H amp S Note Forced login enabled by the library administrator means all iPAC users have to login to access the iPAC features 66 Chapter 3 Web Administration Freedom Profile Wendy Brown Homeroom SSHadmin Chent Code C0002 Reserve Management Current Location being used in Freedom Session SSH Studebaker Smith Henshaw HS The Freedom Profile page has the Freedom Toolbar which allows quick access to the various functions zz S O
147. n defined In other words they will see the dis play as specified in Preferences Once patrons log in the Freedom customization will be displayed as specified in their Homeroom dis X R Home Topic Search Multiseck Advanced Messages New Items Links Help Nia Ta Eya Studebaker Smith Henshaw HS My Profile ae Local Library Results 185 Showing 1 15 of 185 Results for literature Keyword Search In the Studebaker Smith Henshaw HS Location ch the Item Tithe lor more details Records Per Page 15 v Pagelzg432602891U 13 Next 15 Hits Jump to Page Go ELLE IM mm E I EDE REH a RL 2 o men e a E ALI be oig took Book esoo 1 2 3 draw cartoon animals garr Steve 741 5 BAR MIS Miscellaneous Eu a step by step quide A to Z do you ever feel like me a guessing alphabet of n eal T words and other cool su Freedom Customization 1 Files gt Preferences 2 Click Freedom Cus 4 sa Freedom Customizati Z tomization 3 The Freedom Cus tomization screen will Default Fre eps CUOI zat appear with a drop Pinata select the Columns to splay f from the list Column Column Label in cree T eadiy Chuma Label d the Selig down menu The Iz Acces Murer 5 RU Rs Ha msc Rois hi T Eae e Z ai rfe sala an tia buhan and add iba tas options are lutter L Tablograohnic Note Library File I ca Number LJ tortion e Reserves Copy Copy Reference Citak 4 This al
148. n in this homeroom to login If PIN Passwords are not assigned Click the desired Type Check Send an email to notify clients of the new PIN Password if email notifica tion of the change is desired e Email settings have to configured before email notifications will work Please see Email on page 52 of the L4U Users Manual for more information Click Generate Now to automatically generate passwords Delete iPAC Sessions will delete all sessions in this Homeroom This is useful to delete all the bookbags in the homeroom or to purge the LAU cache for this Homeroom Click Save to exit Login Settings otherwise Cancel to discard any changes Click Save to exit Homeroom Management Note Auto Login is described in more detail in Active Directory Integration on page 23 in the L4U Users Manual 27 L4U Web Manual 28 To Enable Web Privileges 1 Functions gt Homerooms 2 Double click the Home room to modify Tian reste rate Click Web Privileges Group Login Geom Art e leaning ruo amis on madii Ratings 3 Cie cars per hore Horea I5 Cents can perfum Reuerees Bekira 7 Dient can sarki Emall 4 Select the specific Web eme A hci Privileges you wish Si din eW Eze alin 2 Akra kanan Wem ungue Fra these patrons to have e Dbends ran perform Bak Circulatson Cun ala bon Dus i enabled These options are Bai Ordin Settings Aire Greda for Cree Chena Miike Circulation with d here explained below Cet b sinw croto
149. n weh Uroa Fre Group Login Enable this feature to allow simultaneous Group or Generic Logins This allows each login to have it s own session and allows for unique bookbags and multiple book rat ings If Group Login is Enabled then one patron can put multiple ratings on one item as long as this patron is doing it from multiple sessions If Group Login is Disabled then one patron can put only one rating on one item Please refer to Group Patrons Logins on page 14 in the Enterprise Administrator Manual for more information Renewal Reserve Options Enable this option to allow the patron to renew their materials Allow Specific Date Renewal Allows patrons to assign the due date for cir culated materials If not selected the due date will be based on the Loan Type specifics of the material Allow Overdue Items Renewal Allows patrons assigned to this homeroom to renew their items even if they have overdue items If not selected renewals for patrons with overdues will be prohibited Show Hidden Items Materials that belong to Hidden Departments will show up in Items Out The list could be quite extensive if tracking Textbooks which are usually hidden from patron searches Allow Renewal with unpaid Fines Allows patrons assigned to this home room to renew their items even if they have outstanding fines If not selected circulation to patrons with fines will be prohibited Allow Bookings for any specific period Allows patr
150. ner Publications Co 2000 MEJA RER 0 X ee ree Sumners Carolyn Earthing s guide fo deep space An Toronto ON McGraw Hill cies 629 4 SUM mean Journey ta Mars Mankato Minn smani Apple Media c2000 End of Report HTML Format If Client Histories are being maintained by the library see Item Client Histories on page 39 in the L4U Users Manual then information about your current and previous circulations is available 72 Chapter 3 Web Administration To view your history 1 From any iPAC page Login to My Profile see My Profile on page 65 2 From the M Profile screen click My History Hame L4U Demo Library My Profile Logout L4U s Circulation History Viewing 2 bansaclans Add to Bookbag Pigman The Zindel Paul FIC ZIN eee 12 24 2007 1511 09 55 VID E 12 24 2007 item currently sui midi a Ta Twr Tes 02 55 r W200 rone ered oy Cony RTE 2008 keka ns Sonare Lod FT ed Wo Ane Basic Circulation on the Web LAU Freedom users can perform Basic Circulation on the web in addition to Freedom Circulation Basic Circulation allows library administrators to assign limited circula tion privileges to trusted groups of library patrons Control over what features of cir culation are available to a user is specified in the user s Homeroom For example a librarian may allow teachers to circulate materials to their classes or allow self circu lation but wit
151. nerated from the item keywords Authority Quicksearches Authorities have their own keywords and these keywords are searched when using the following functions Authority keywords are created from the respective Authorities and use the same Keyword Exclusion list in Preferences For more information on excluded keywords see page 36 in the L4U Users Manual Subjects To search for a Subject Enter the Subject or a portion of the Subject and click Subject For Example plan would produce records with Subjects such as Plants Trips Planning or Planets Enter a complete term for more exact searching If multiple search criteria has been entered L4U will apply the Authority Keyword Searches preference setting and look for matching items in the Subjects keywords table 39 L4U Web Manual Title To search for a Title Enter the Title or a portion of the Title excluding all articles The An A etc and then click Title Example enter cat and the results will include items such as Cat in the Hat The To catch a mocking bird and Catcher in the Rye Enter a complete term for more exact search ing If multiple search criteria has been entered LAU will apply the Authority Keyword Searches preference setting and look for matching items in the Title keywords table If an exact match is desired please use the Advanced search The Advanced Search doesn t use keywords and looks at the complete title in the Librar
152. ngs Login Defaults 20 General Settings Search Result Settings 21 Search Results Display Customization 23 Setting Web Privileges llle 25 Customized Search Results Display for a Homeroom 30 Freedom Customization 0000 duay 31 Chapter 2 Public Access Catalog iPAC Accessing the Internet Public Access Catalog PAC 36 Navigating the IPAC i Ax sen b band eee eae 36 Searchme Techitquess se Kn kak RR Ete 37 Viewing Search Results 0 0 0 0 0 0 aes 44 Search Results Options 0 000000 0 45 Federated Seances iy a i ae ay Are n db SE 52 Messa COS cece deb r KA teet bnt usen K k 53 NeWll lli yan yo KA W Wa der e A Ka weg Ke a day et 53 W CO IGINKS 4 ed eid os oar en n ean ted le dk A 54 Working with Bookbags 00005 55 IPAC NOUNS i a Ka oe ALYE eta datus dec Oe 58 Casts dq VOLO Sy A Ar dw e DEN RARE RR NEAN TEARS 59 Election Results u xenon balk ct rc bau Reds 60 Chapter 3 Web Administration L4U On The WeD i s2 vae y n Wala EAE eae se Se 64 IFAC LOSIN xo due c duit em des sek Rede Sedes 64 IV V PEOPH ost tad ev vA ek aca ee ereba testi ues 65 LAW Freedom LOS T evene 15 0e d eR eee ees 66 Precdom PEOPM G ss se ura ra rae pa de oo e ee 67 My Items Out amp Renewals 4 68 SC Seb E itte emo ore a ania dba mca bos 70 Send Bookbag by Email 5 71 My HISO PP X
153. nicn ruran tly hat 11 meris put Plagin spect the Batun Cate or leaena black for loan trpa mira a Bares Oraris Poems Fertur Tr a IDEE Claris Aion Four berid En chri Eren A as i From the My Profile screen you can renew an item or all items currently checked out to you Whether the renewal process includes overdue items or items renewed until a specific date depends upon the iPAC privilege settings assigned to your homeroom see Setting Web Privileges on page 27 To renew items from Circulation in LAU Freedom please refer see Renew Items on page 145 Renew Selected Items Patrons can renew specific items First they must login to the iPAC then view their current items out To renew only specific items 1 From My Profile screen click Renewals 2 The Web Renewal Wizard is dis played Check the items to be renewed 4 If required Check the Renew Overdue Items option ae 5 Ifa specific date is required Enter the date by typing in the field pro vided or by using the pop up cal endar 6 Click Renew Selected Items Step 2 of the Web Renewal Wizard is displayed detailing whether or not items can be renewed and for what dates Click Renew e Ifyou wish to make Chapter 3 Web Administration changes click the Back ao T EUR button ar ee m fern EI REZI p mm a Step 3 of the Web Renewal EWI KETI nm T Wizard appears with the new due dates s click Return to Renewals to c
154. nt file will display Click the Red X for the desired Topic Click OK to Delete e Any Topic Queries assigned to this Topic are not deleted and become Saved Queries Click Save Click Exit to return to Library File 123 L4U Web Manual Globals 124 Globals permits large scale changes to the cur rent file Globals should be used when modifying a specific field in a large number of records The field will be updated in all the currently selected records or only the records currently high lighted This may mean adding a subject to 5 items or updating the Replacement Value to 75 items Library File Global Changes 434 bobona e2 74 5n Add ew Setyect Cond on Hew Contents There are 2817 Lara Fla records ready lo be change CDO fe Update buton to mate me ange Pate Note This Change Can not be undone Warning This is a very powerful and time saving feature Use caution when mak ing any type of Global Change Global Changes cannot be undone Although it is not required we recommend that a Subset be created of the records to be changed before performing the Global Change It is highly advised to ensure that you have a current backup of your data before perform ing Global Changes Performing a Global Change 1 Subset or Highlight the records to be changed 2 Click Global Changes 3 frecords were highlighted but not Subset a confirmation screen appears Select either Current Selection of X or t
155. nts before finalizing the deletion Click Go Back 6 The next page displays a listing of all the patron s reserves 7 Click Return to Circulation to return to the Freedom Circulation screen a Fine Payments From Freedom Circulation you can e View Returned Item Fines e View Active Fines e View Total Charges e Add Other Charges e View Patron Fine History e Enter Payments to Fines and or Other Charges e Waive Fines and or Other Charges To access Fines and Charges 1 From the Freedom Circulation screen enter a patron 148 Chapter 7 Circulation 2 Click the Fines and Charges button p s DOS O o wu Circulation S Cir Controls Reserves Renewals Fines and Charges 3 Process the transactions as below 4 To return to circulation at any point Click Return to Circulation Returned ltem Fines Returned Item Fines are fines charged on overdue items that have been returned Until an overdue item has been returned fines that are accruing on the item appear in Active Fines Returned Item Fines can be paid or waived Pay Fines Fines amp Other Charges Total Amount Due 72 00 Jim Scanlon Fines 72 00 alive ines cnc don m0 ee Homeroom Staff ee orn Change Active fines Total Charges Add a Charge Chent fine History Accession lithe Relurn Date ting Amount Paid Internet Seld tips 11 5 2008 Internet tor teachers The 116 2008 11 56 2008 Mulime
156. o be entered into the LAU program in other ways The most efficient way to enter patrons is to import them from an ASCII text Tab delimited file For instructions on this procedure see Import Client Data on page 332 in the L4U Users Manual EZ Labels in Client File Patron Barcode Labels can be printed from the Client File The Patron Picture if any will appear on the label The process for selecting patrons printing and minor modifi 133 L4U Web Manual cations to the template are similar to the process in Acquisitions Please refer to page 103 for more information on EZ Labels Client File Management hon Halivi w Elma ntar Chien Code Last Marne Lips Marne Homeroom E Gii Max Lines Points Location Homerooms Homerooms are any division or group of patrons This can mean homerooms in a school schools within a district or even individual groups within an organization Homerooms are used to track patrons for Overdue reporting and to determine Web Privileges for patrons Please see Homerooms on page 62 in the L4U Users Manual for more information on Creating or modifying Homerooms 134 CHAPTER 7 CIRCULATION Freedom Circulation Enabling Freedom Circulation Checking an Item Out Checking an Item In Locating Patron s and Items Circulation Options Items Out for a Patron Dealing with Lost Materials 9 Renew Items 9 Placing Reserves 9 Fine Payments 9 Circulation Alerts 9
157. o have the ability of attaching files such as screen shots and import files The attached information helps the technician understand your par ticular concern much faster To access our support department through email simply send an email to Support LAU com Listserver All current accounts are added to the L4U Listserver Subscribers will receive weekly tips and announcements regarding program updates product releases and sales spe cials throughout the months of September to June This is an optional service and users can unsubscribe at the click of a mouse Telephone Support Telephone support is included with most Support Packages This service can be avail able via a toll free number 24 hours a day 7 days a week Our technicians will be happy to answer any questions that you may have about your LAU software In order to answer your call as quickly as possible please have the following information available Customer ID e Library name e A telephone number where you can be reached Introduction Whether this is a new call or a previous incident If it is a previous incident please have the incident number available During the telephone support process you will be issued an incident number for your call This incident number will remain with your support record indefinitely If you are calling about an ongoing issue simply provide the incident number to any techni cian and they will be presented with the complete
158. older is replaced during major upgrades Chapter 1 Configuring iPac amp Freedom Setting Web Privileges LAU installations that are licensed for LAU Freedom have the added web functionality of patron login and various other features such as customization of search results cir culation on the web editing patron information and viewing patron profiles Before any patron has access to these features they must be activated in the Homeroom file Access settings are controlled in the individual homerooms therefore all patrons assigned to the same homeroom will have the same access privileges Once the Homeroom Patrons are allowed to log in a PIN password for each Patron in the Homeroom should be generated either manually see Modifying a Single Patron s Privileges on page 31 automatically see To assign new PINs to the Patrons in a Homeroom on page 30 or manually entered in the Patron record if the patron wants to use their own PIN see Additional Info on page 131 of this manual for Web Users After Allow All x Clients in this Homeroom to Login has been checked any new Patrons added to the Homeroom will have a PIN assigned automat ically To Enable Web Login 1 2 Functions gt Homerooms Double click the Homeroom to mod ify Click Login Settings Select Allow All x Clients in this Homeroom to Login x being the number of patrons assigned to this homeroom e This must be enabled to allow even one patro
159. om iPAC Customization IPAC Search Res ll oe eneral Settings Search Results Display Customization Title amp SubTitle Author Sta Call Number Levels Media Code 17 6 14 15 13 10 Beside Page Width Determination select either Automatic or Fixed Width e If Fixed Width is chosen enter the number of pixels 11 Click Save to save the customized iPAC Search Results Display 12 Click Save to save the revised Preferences Note To restore the display to the default display settings click Default iPAC Customization via Direct Web Page Modification LAU Web Server is written entirely in HTML utilizing CSS Cascading Style Sheets enabling the user with the appropriate knowledge to modify their web pages CSS style sheets separate content and design Historically designers and developers have relied upon extensive markup in each individual web page to style their web pages meaning both the design elements as well as the content were included in each page With CSS style sheets the design elements have been taken out of each individual page and placed in one file the css file leaving only the content in each web page Warning Do not attempt any customizing unless familiar with HTML program ming and Cascading Style Sheets L4U Library Software will not support these pages after they have been customized Also ensure the modified files are archived to a safe location as the modified files will be replaced when the L4U Web f
160. on See the following Field Definitions for specific information on data entry Click Save e To exit without saving Click Cancel or Click Clear Warning Data additions or modifications will only be saved once the Save button has been clicked If the record is exited without clicking Save all data addi tions or modifications for this record will be discarded Copy Cataloging from the Library File LAU can speed up cataloging by pulling bibliographic information from items cur rently in your collection This is known as Copy Cataloging If LAU locates a match while entering an ISBN or a Title clicking the Copy button will pull the item s infor mation from the Library File To Copy Catalog during Item Entry 1 2 3 From Acquisitions Management screen Click Add Record Click in the SBN or Title field and start typing the ISBN or Title respectively After a few charac LJ ters LAU may find a Nine Cos casa 9o match and display wen evre t green e quem unu N eni navo down erik ae tut test a list Click the desired item 83 L4U Web Manual 5 Click the green arrow at the end of the Title field if the search was performed on Title or at the end of ISBN field if the search was performed on ISBN 6 L4U copies the MARC record from the Library File 7 Make any desired edits 8 Click Save Field Definitions Field definitions are provided for those fields with special requirements and or options
161. on a spe cific date If performing Inventory with a portable Inventory scanner unpack the scan ner about a month before the Inventory is scheduled and test to ensure that the scanner is working properly All items currently out of the library are ignored during Inventory It is assumed that if an item is out its location is known and therefore does not need to be inventoried If time is a factor Inventory can be processed one Loan Type at a time If Inventory only needs to be processed for a few Loan Types use this option for Inventory Don t restart Inventory to count one or two Items that were missed during Inventory Deal with the missed items on an individual basis though Library File Don t change the Status of Library Items to Lost while Inventory is Active Leave the item uncounted and LAU will automatically change the Status when the counts for that loan type are processed Avoid adding or deleting items in the collection during Inventory Changes to the data file should be done after Inventory is complete Chapter 9 Inventory Enable Inventory Inventory must be enabled or turned on in Location Preferences before actual count ing of materials takes place Currently this is done in the Enterprise Administrative Utility Admin Utility or AU To turn Inventory on by Location From the Admin Utility Authority Files Locations Open the desired Location Click Preferences Place a Check in the Inventory checkbox Click Y
162. onfiguration amp Startup Launch LAU IPAC at Startup Yes Allow AutoLogin Single Sign On 9 Yes C Convert Diacritics etc 4 Yes t wnct e Add bibkonehic punctuation O Normalize bblioaraohic punctuation L4U Charms uw te aged o ss Loren Meron Web Requests Log Update Voting fa Ji 1PAC Customization Freedom Customization Allow Auto Login This option must be enabled to allow Auto Login to the iPAC Requires Active Direc tory and Internet Explorer 9 Please refer to IPAC Auto Login on page 24 of the LAU Users Manual Convert Diacritics The convert diacritics option is used for collections that contain materials cataloged in languages that employ diacritics accents The diacritics must be converted from either the Macintosh or DOS character set to the ISO character set In other words the accents must be converted to display correctly on a web browser This option is not necessary for collections that do not contain diacritics and by turning this setting off response time may improve To ensure that diacritics display correctly 1 File gt Preferences 2 Click L4U iPAC 3 Beside the Convert Diacritics 6 etc option click Yes 4 Click Save Home Page The Home Page is the first page displayed when a patron accesses the iPAC By default this page is set to home shtm The start or home page of the iPAC can be changed however this should only be done by someone knowledgeable in web
163. ons assigned to this homeroom to book materials for any length of time If not selected the reserve or booking period will be the circulation time associated with that item Clients can send Emails Click to allow patrons to email the bookbag con tents Chapter 1 Configuring iPac amp Freedom Basic Circulation Options All settings apply to their own circulation unless Allow Circulation for Other Clients is selected These options have no effect on Freedom Circulation e Clients can perform Basic Circulation Circulation Out is enabled Enabling this option allows patrons assigned to this homeroom to circulate items Out to themselves You can expand on the patrons capabilities by acti vating the following options Allow Circulation for Other Clients Enabling this option allows patrons assigned to this homeroom to circulate items out to any patron e Allow Circulation In Allows patrons assigned to this homeroom to check items in e Allow Circulation with Overdue Items Allows patrons assigned to this homeroom to circulate items out to either themselves or all patrons depend ing upon the options selected that have overdue items If not selected circu lation to patrons with overdues will be prohibited e Allow Circulation with Unpaid Fines Allows patrons assigned to this home room to circulate items out to either themselves or all patrons depending upon the options selected that have outstanding fines If not selected cir
164. ontinue Renew All Items In addition to the ability to perform renewals on specific items patrons can renew all items currently checked out to them The ability to renew overdue items or request renewals for a specific date is controlled by a setting in Homeroom Web Privileges To renew all items l 2 From a My Profile screen click Renewals Step 1 of the Web Renewal Wizard appears If required Check the Renew Overdue Items option If a specific date is required Enter the date by typing in the field provided or by using the pop up calendar Click Renew All Items Step 2 of the Web Renewal Wizard appears detailing whether or not items can be renewed and for what dates Click Renew e If you wish to make changes click the Back button Step 3 of the Web Renewal Wizard appears with the new due dates click Return to Renewals to continue Note Any fines that are accumulating for overdue items will be listed under the Fines column beside the item that has accrued the fine 69 L4U Web Manuall Reserves 70 With L4U Freedom patrons can place reserves via the web Reserves can be placed via My Profile or from Advanced Circulation This option is controlled through a Preference setting and the Homeroom Freedom privileges and can be enabled or dis abled by the library administrator Reserves can be placed on individual items from item detail view or multiple reserves can be placed on an entire bookbag Placing a Re
165. ontos Search Add New Client Reserves Kanewals Hes and Charges H li Fil Current selected Localtan Studebaker Smith Henshaew HS Tithe Placido hi way Ten Accession Sah tie Mart Greg Cope 14 Code CUZ The i Local Call s E 7 KAW Homeroom Studebaker Smah Henshaw Sec Staff Mac intosh Tyne S amp H MF Studebaker Smith Henshaw Mon Hurmerngm Code SSHstaff Way Fiction Heme Qut Mac 3 25 Circ daysiminy 24 Cramride Canes O gh 1 Slatus In Talal far fiar 4 2 Changed LT Toka Fina 07 480 Fiola on Mim dum 28 2040 Cher Chargas ILI Sa ay Cut ll EE on Sudebaker st Hensta is Locating Patrons and Items 138 LAU offers several means of locating Patrons and Items while in Freedom Circula tion The most efficient method is the use of barcodes Enter the barcode by either manually typing it in or by using a scanner and L4U will display either the Patron information or the Item information Occasionally barcodes can become damaged and unreadable In this situation alternative ways of locating Patrons or Items can be used Chapter 7 Circulation Using the Search Icon to find Patrons The Freedom Circulation Toolbar contains several icons one of which is Search Clicking this icon reveals two search areas Patron Search and Title Search with data entry fields Entering partial information in one of these fields and Clicking the Query Icon beside it will provide a list of records to choose from To use the Query Icon
166. op down list Log In Location drop down etc IPAC Toolbar The iPAC toolbar remains consistent throughout all iPAC pages and appears at both the top and bottom of the page To access the specific search types or links simply click the preferred option Home Picture Search MultiSeek Advanced Messages New Items Links L4U Demo Library _ __ j Toolbar at top of each page Picture Search MultiSeek Wessages Mew Iterns G lan Powered by Kelowna Software Ltd s award winning Library Automation Software Library 4 Universal Copyright 2006 Kelowna Software Ltd All Rights Reserved Worldwide 1 0 Toolbar at bottom of each page Searching Techniques LAU offers several ways for clients to search the Library collection ranging from Easy Search or Quicksearch to a complex multi level search Access to the more complex searches can be restricted by employing a modified iPAC skin The Picture Search Multiseek and Advanced searches are accessed through the toolbar or from the menu on the left of the homepage On the standard iPAC skin either Easy Search or Quicksearch is the default displayed on the homepage Which search screen dis plays depends on the iPAC Customization Settings The default settings are config ured in Preferences please refer to Default Search Screen on page 20 or can be configured on the fly from within the Internet Browser please refer to Viewing Search Results on page 44 Easy Searc
167. or appears More information on the Query Editor Options is discussed below In the Query Name and Query Description field Type in the desired information In the What to Search drop down Click on the field of choice Click the comparison that is needed from the Command drop down Click in the Value to Search For and type in the search value If additional criteria are needed Click the Green Plus 1con In the Operator drop down list Click on the boolean operator And Or or Not Repeat steps 4 to 7 until the complete Query is built Query List Library File eni oeected Locahon tudebaker Smitn danihgw HS select Wildcard All Queries and or Search Current Selection if applicable Click one of the following Save to Save the edits and return to the Query List e Run Query to open the resulting list in a new Library File window Close this new Library File window when finished to return to the Query that was being edited created Edit the Query if the query results are not correct To exit without saving Click Cancel or Clear to clear the edits and start again Click Exit from the Query List and return to the Library File window or click the Library File icon in the Freedom Toolbar Query Editor Options Asahan ihis Guerry bo Topit GER LA wararadi iu L l lee fete BIS HP prayien b b Y d birnan Hart inan Dar AU phis Basas ce WarESA Eka jl OL Query Name and Description This area contains the Que
168. order For Example Blume Judy This field may also contain the name of a corporate body or conference responsible for the creation of the item To enter an Author or Author2 type in the first few characters and a list contain ing all matches will appear Click the correct entry to select If no match is found simply continue typing The new Author will automatically be added to the Authority File when the item record is saved 85 L4U Web Manual CheckMARC Publisher Publisher is a mandatory field for which an Authority File is maintained To enter a Publisher type in the first few characters and a list containing all matches will appear Click the correct entry to select PI Pub A Place of Publication can be entered with an associated Publisher in the Control File see Creating Publishers on page 84 in the L4U Users Manual By doing so the Place of Publication will automatically be entered when the Publisher is selected If no associated Publisher has been assigned simply Click in the P Pub field and type in the appropriate information Yr of Pub The copyright date or year of publication is entered in this field Call The Call or the shelf location of an item is entered in this field If left blank upon saving the record LAU will automati cally generate a Call Z comprised of the Loan Type Dewey and Cutter To prevent LAU from automatically adding the Loan Type to the Call Z see Automatic Local Call Num bers
169. ords Dog or Cat or both Dog and Cat The more restrictive or more accurate search would be an AND search Using the same example the results would include only item records containing the words Dog and Cat Search types available on the Home page of the iPAC are Keyword Soundslike and table specific searches i e Subject Title Author Series Ed Illus For more information on iPAC searches see Searching Tech niques on page 37 The default operator for these two types of searches are set up separately To set the default operators 1 File gt Preferences 2 Click L4U iPAC 3 Select the Search Options tab 4 Forthe Authority Key Wanne ia word Searches Select shave Socal networks iris OY Default Search Result Display lt os AND Number of days items stay mew 15 e This operator 1S Use Exact Matching of Hyperlinks used when search Tater Kerra seades oe G ing Subject Title Author Series and Ed Illus 5 For the Keyword SoundsLike searches select AND or OR e This operator is used when searching Keywords SoundsLike and pressing ENTER Chapter 1 Configuring iPac amp Freedom 6 Click Save Note All blank data files and conversion data files provided by L4U Library Soft ware will have the Preference default for all searches set to AND Keyword Search Options By default iPAC keyword searches perform a Starts With search In other words a Keyword search of cat would return catatonic catch Catho
170. ort on Specific Homeroom Report on Specific Client 170 Chapter 10 Freedom Reports Auto Search by Client Code Client Name or Homeroom Code Homeroom Name is available if the appropriate option is checked Items Overdue Report Options Report on All Items Report on Specific Homeroom Report on Specific Client Include Hidden Departments Select Sort Order Homeroom Enter a portion of the Client Code Client Last Name or Homeroom Code Homeroom Name Select the desired Client or Homeroom from the drop down list Specify the Sort Order from the drop down list Check Include Hidden Departments if desired to include materials normally hidden from patron searches Check Print each Homeroom on a separate page to have each homeroom print on separate page Click Generate Report to produce the report Click Reports Home or Go Back to return to the Online Reports The desired report will appear on screen Use the drop down list to navigate to the other pages if more than one page is available Reports Home returns to Online Reports Report Options returns to the current Report Options page Back returns to the previous page To Print All Pages with the selected Page Break Option Click Display All Pages Print the Report using your internet browser s Print command 171 L4U Web Manual 172 e Please consult the documentation or help files associated with your internet browser on how to Print Displaying page 1
171. ortant differences The Library File e sa place to store items that are viewed in the iPAC and can be cir culated e Allows records to be modified excluding the Accession e Allows users to copy records back to the Acquisitions File for dupli cation Library File Management x ation Studebaker Srvin Henihaw HS 8 recerd s displayed 2813 records in Records Per Page i Displayed paq ot 8 amp 3 l6 ati Search by Tii KITE Copy BEE l Tn Vond Code NER COLL SR und Cneabng web pajes Ini n beds A parents Zio u a bidarri an Tor dumm E mail Nor Gotten VitxuM Barn Pest Navigating the Library File Navigating the Library File or more specifically navigating within the Library File is the same as Acquisitions In other words the Dashboard controls for Save Cancel Previous or Next operate the same way as in Acquisitions Please see Navigating Freedom Acquisitions on page 80 Modifying Item Records Item Records can be modified in both the Acquisitions File and the Library File For more information on locating amp modifying items in Acquisitions please see page 101 Complete information on modifying records is covered in the Data Man agement chapter starting on page 111 To modify an Item Record this example uses a record in the Library File 1 From the Freedom Toolbar click the Library File icon 2 Locate the item to be changed 3 Double Click the record or Click Edit
172. over 6 LAU will either Find a Bookcover Click Save to save the item with the new bookcover A 93 L4U Web Manual Find an Incorrect Bookcover If the ISBN is correct but it is the wrong book cover either Click Cancel to discard this selection or try the suggestion below in Find No Bookcover e Find No Bookcover Go to Amazon com and perform a title search for the material Copy the ISBN13 from the item s record and try that ISBN for the bookcover search 7 Click Save or Cancel as appropriate CheckMARC in Freedom Acquisitions CheckMARC Platinum is a cataloging tool built into LAU This service is included and is annually renewed as a subscription Installations that are licensed to include CheckMARC Platinum have the ability to search multiple MARC record providers simultaneously Currently those locations include Library of Congress LOC Ama zon com and CheckMARC CheckMARC is the MARC record database maintained by LAU Library Software CheckMARC is first configured in the Preferences area of LAU and then is used within the Acquisitions file Check MARC increases cataloging efficiency by search ing for and importing MARC records directly from the cataloging screen Catalogers simply enter as little or as much information as desired For Example ISBN and Title and then Click the CheckMARC icon L4U automatically searches the activated MARC sites and displays all matching results Cataloguers can then review the vari o
173. ow or renew materials from the Library When a Patron with an expired account is entered in Circulation an Alert will display To clear the Alert Click Allow or Dis allow as appropriate Bonus Reached If a library chooses to award bonuses to patrons circulating a specified number of books that value can be entered in Preferences Once a patron reaches the designated number of circulations L4U will display a message notifying the user that the bonus amount has been reached Temporary Barcodes Occasionally a library collection contains items that are disposable or new items that have not yet been cataloged but are available for circulation Users may wish to uti lize a temporary barcode to track the circulation of these types of items A generic record must be created and posted to the Library File see To Create an Item Record on page 82 for each temporary barcode number Generic records must have a Depart ment of VF Vertical File Records assigned the Vertical File Department are designed to be defined at the time of circulation To circulate an item as a temporary barcode 1 In Circulation Enter a client 2 Manually enter the Barcode or Title of the generic item 3 The Bibiliographic Note field displays Enter the item description 4 Click OK e This item has now been circulated Out To circulate the item back In 1 In Circulation manually enter the Barcode or Title of the generic item 2 The Bibliographic Note field
174. password to proceed If the search provider allows search Britanicca Results 347 EBSCO Results 203 ing of specific databases make the Showing 25 of 203 Search Results for holy roman empire at EBSCO Search Database Academic Search Premier desired choice from the Select Data Go Directly to EBSCO Interface for Search Results orjust Click on the Item Title for more details base drop down C Set erasoaren Database _ EMT Description of the iPAC To view messages 1 2 gt New Items On any iPAC page click Messages on either the top v Hours or bottom toolbar Lunch Specials Select a Message Category Coming Events e Only categories that have messages will appear as a link Exam Schedule The message will appear Student Council To exit the message screen either click the browser Field Tris Back button or Home on the toolbar Home Picture Search MultiSeek Advanced Messages Mew Items Links The iPAC contains a New Items link that can be used to display a list of items recently added to the collection The number of days an item stays new is determined by a Preference setting see New Items Search Options on page 12 and the Entry Issue field within each record To access New Items 53 L4U Web Manual 1 On any iPAC page click Vew Items on either the top or bottom toolbar 2 A page appears listing all items that are classified as new 3 To exit New Items click Hom
175. ppears here in the Topic Search 2 Create a Topic Query or Queries Create one or more Topic Queries that appear LIES E m 7IrrE ZIRTA ma ni aS d ms m Ji ST SAZA Sie see kaza ele m m Si Kik kar k ee Ro See Kim Hun Waki EEE Lau Hatarpelan Training Library me fap ieee Bee Geese Gee aue tama inka meig ar E Lal Enterprise Training Library Topic Search P in the Topic Topic Queries have a picture assigned to them which the patron clicks on to produce a list of results 120 Chapter 5 Data Management Create A Topic Search Create a Topic and then create a Topic Query 1 While in Freedom Library File Click Topic Management from the Library Management tool bar e A list of previously saved meren Topics appears 2 Click Create Topic The Topic Editor appears ey 3 Inthe Topic Name and Topic Topic Editor Description field Type in the desired information The Topic Name will appear in the iPAC 4 Click Select a New Image 5 Click Choose File navigate to the desired picture and click Choose 6 Click Upload File 7 Click Create Topic Query e Please see Creating and Saving Queries on page 116 for more information but at Step 11 Select a image to associate with this Topic Search 8 Once one Topic Query is cre ated Click one of the following from the Topic Editor window e Save to Save the edits and return to the Topic Manage ment list Click Cancel or C
176. ption Click Load Databases List 6 Select the desired Default Database to Search from the Default Database Name drop down list 7 Click Save to save the edits 8 Click Save to close Preferences A iPAC Customization 18 L4U gives you the ability to easily customize the look of the iPAC what features to have enabled and how information is displayed You can create a customized display to use as a default for your library in Preferences This defines the look of the iPAC and search results in List View as displayed to all patrons If licensed for L4U Free dom you can also customize the display for individual Homerooms see Creating a Customized Search Results Display for a Homeroom on page 30 In this case Chapter 1 Configuring iPac amp Freedom patrons who are not logged in will see the display as specified in Preferences Once patrons log in the search results will be displayed as specified in their Homeroom Home Topic Search MultiSeek Advanced Messages New Items Links Help Hillview Elementary f B Type what you want to search for in the box above then click once on a button to search the collection x A Sounds Like Home Topic Search Author Series j gt A X Editor Illustrator Easy Search Switch Languages Messages New Items Links Help GES powered by L4U Library Software Copyright 2010 SRB Education Solutions Inc All Rights Reserved Worldwide C3 0 IPAC Customization Default
177. quisitions To copy an item record to Acquisitions 1 From the Freedom Toolbar click the Library File icon 2 Locate the appropriate item 3 Double Click the record or Click the Pencil 4 Click Copy 5 Click OK at the confirmation dialog box 6 From the Freedom Toolbar click the Acquisitions icon 7 Locate the newly created duplicate and Open it 8 If the Status is anything other than Arrived change it to Arrived 9 Make any other changes as required 10 Click Save e The record is now ready to be posted Chapter 4 Data Entry EZ Labels in Library File Labels can be printed from the Library File in addition to Acquisitions Barcode labels for materials amp Spine labels can easily be printed on a variety of label stock Please refer to page 103 for more information on EZ Labels Teki Denisy hohoa The Sirr qi Ham yya binis Fa dean Emeis Tan li TEET CWE Meis Pag Sy wl nm ow Kin Wak os Basil ii Pe ti 109 L4U Web Manual 110 C HAPTER 5 DATA MANAGEMENT 9 Working in list view 9 Quick Search 9 Subset or grouping records 9 Marking items in a list 9 Sorting items in a list 9 Advanced Queries 9 Saving modifying and deleting Queries 9 Topic Searches 9 Global Changes 111 L4U Web Manual Overview of Data Management Data Management is the daily task of keeping the library information up to date Updating acquisitions as orders come in or modifying materials in the shelf list are examples
178. r option and re import MARC Template To Use From the MARC Template To Use drop down menu Select the appropriate template For information on creating and modifying templates see page 320 of the LAU Users Manual Accession Barcode Numbers If pre printed barcodes are being used then select Leave Accession Numbers Blank These numbers can then be assigned manually in the Acquisitions File prior to posting Let LAU Assign Next Accession Number will automatically generate numbers based on the Preference Settings A confirmation screen appears to verify next available number 99 L4U Web Manual e Use Accession Number from the MARC Record should be used only if the records contain Accession Numbers and the Import template is set up to accept them Select Fields to Import The options in this section enable the user to import specific fields These fields must exist in the MARC record and the tags must be assigned in the import template If the data does not exist or the tags are incorrect the fields will be left empty When the data does not exist in the MARC record do not select the option to import and LAU will generate the field using Entry Defaults The Current Location is assigned to the imported data See Cata loging in a Union Catalog with L4U Enterprise on page 82 for more infor mation Advanced Features e Attach Imported Cutter to Imported Call Number is used if the call number has been broken into two separa
179. r the item s Accession Number barcode into the Enter Item Barcode field LAU will beep and tem Status will indicate that the item is Added to Inven tory 1e counted towards Inventory e Ifthe barcode was manually entered Click Proceed OR Press ENTER RETURN on the keyboard 3 Repeat step 2 until all Items have been processed e Ifan Item with a Status of Jn is scanned into a Circulation screen it is circu lated Out and counted towards Inventory e Ifan Item with a Status of Out is scanned into a Circulation screen it is circu lated In and counted towards Inventory It s status will then be Jn Inventory e Ifan Item with a Status of Jn is scanned into an Inventory screen it is counted towards Inventory It doesn t matter if you scan it multiple times TT Jj Item Status Added to Inventory msg C S9 cm e Ifan Item with a Status of Out is scanned into an Inventory screen it is circu lated back In and counted towards Inventory It s status will then be Jn Inven tory L v Item Status Incoming Added to Inventory msg C S8 J e Ifan Item with a Status of anything other than Jn or Out eg Missing Lost etc is scanned into an nventory screen it is not counted towards Inventory and the Status remains as it was Correct the status of the item in the Library File and then scan the item into an Inventory screen to count it towards Inven tory N e Web Inventory Inte This Item has a status of Missing
180. ra ek hy arcu LITE LAU will list different combina N in reme Ptr Lau Demo Library tions of the search terms and the DEM NE pum number of items found using those combinations For exam ple a keyword search of civil war videos is too specific and returns no hits LAU will suggest alternative search terms with the number of items associated with that search term M marchas hava baan Feud for your poarch Get more nik ilbi with herir herrea mund for cbelll mar 1153 md for eka war videos found dor givij war widana LI found eor ieil iir vielen Chapter 2 Internet Public Access Catalog Details Balloons L4U will present a pop up bal loon which contains the item s bibliographic information when the cursor hovers over the title of the item To dismiss the balloon either click the close box or click on another item s title Easy Search on Every Page The Easy Search button can be displayed on every page of the iPAC Default Search Screen Easy Search will present the iPAC user with one search field to search the collection This may be the best solution for younger patrons Quick Search offers more search options for the patron Please see Searching Techniques on page 37 Default iPAC Languages LAU can display the iPAC screens in one of three Languages English French or Spanish The Language selected will affect the buttons and alert messages that appear when clients use the iPAC functions
181. raries often maintain multiples of the same equipment For Example VCRs televisions computers etc Individual Serial s can be entered to dif ferentiate between similar items Resources 92 URLs Universal Resource Locators or Web site addresses associated with the Item can be entered in this tab These links and or their friendly name are displayed when the record is viewed from the iPAC The URLs or links can be accessed directly from the library record This feature can also be used to link files to a record such as eBooks or other eResources The process for Adding files is similar to that of a URL RL URL hip enwkupede cr gwik H P Lovecra URLNAME H P Lovecraft at Wikipeda URL fini Le hpsdavacra eom File Resources isplay Name H P Lovecrat Mythos In Depth pes Resource HPLo vaca Miyos pdf Adding URLs Often it is helpful to include related website addresses to items within your collection These links can be accessed by the patron as they view the item record online To add a URL to an item record 1 While in an item record Click the Resources icon in the Acquisition Toolbar 2 Enter the full website address in URL e Enter http and www if applicable This ensures that the URL works prop erly even in older Internet browsers 3 Enter the name as it is to appear on the iPAC screens in the URL Name 4 Toadd more URL s Click the Green Plus button or to delete a URL Click the Red X button Ch
182. rary Staff First Name Crystal LastName Wal Type admn tS Fines Points Total Size of Picture 74 kbs Total Items Out Now QB Standard Info L Additional Info Items Out Now Z Notes P Other Charges FY Fines Fines History W Histories Gender N A v Alternate Phone Drivers License E mail address SalesL4U com Server address Message Parent s Nane CC TT Entry Date 03 02 2006 Mother s Name rz Mother s Phone FathersName Father s Phone GuardansName Guardian s Phone lt gt 5 Previous Next Cancel Save Functions gt Clients Locate and Double click the patron to modify Click the Additional Info tab Make the required change in the PIN field Delete existing PIN to stop access to Freedom login e Enter the requested or preferred PIN to allow access to Freedom login 5 Click Save pole Ta Freedom Customization L4U gives you the ability to easily customize how the information is displayed in Freedom You can create a customized display to use as a default for your library in 31 L4U Web Manual 32 Preferences This defines the look of Freedom and search results in List View as dis played to Freedom users You can customize the display for individual Homerooms see Creating a Customized Search Results Display for a Homeroom on page 30 Patrons in a homeroom will see the customization as configured in Preferences if their Homeroom s Customization hasn t bee
183. rch the Status that was used to mark those Items as Lost when inventory was turned off To do so 1 From the Freedom Toolbar click the Reports icon 2 Click Items Status Report 3 Click Continue 4 Inthe type Status Manually field enter the Status that was assigned to Lost Items i e Lost 20012 5 Select the desired Sort option 6 Click Generate Report 7 Use the internet browser s Print function to print these items in a detailed report Turning Inventory Off Inventory should be turned off after all required reports have been printed and miss ing materials have been accounted for The steps to Turning Inventory Off differs depending on which version of LAU you re currently using Platinum Elite Users Please refer to Turning Inventory Off Elite on page 303 in the L4U Users Manual for more information e AU Enterprise Users Please refer to Turning Inventory Off on page 307 in the L4U Users Manual for more information 167 L4U Web Manual 168 CHAPTER 1 0 FREEDOM REPORTS 9 Online Reports in LAU Freedom 9 Creating Item Reports 9 Creating Patron List Reports 9 Creating Patron History Reports 9 Creating Patron Fines Other Charges Reports 169 L4U Web Manual Online Reports in L4U Freedom Reports can be quickly and easily produced in L4U Freedom The reports fall into two categories materials based or patron based Overdue reports materials currently circulating fines and or other charge r
184. rching Note Press ESCAPE to cancel the CheckMARC Search Selecting a Record The search is conducted first using the ISBN or LCCN and then if no match is found L4U will continue searching using the fields of data entered For Example If you enter a record with the ISBN Title and Author Series or Publisher L4U will try searching by the ISBN If no match is found L4U will search using the Title If still no match is found L4U will use the author and so on through all the available data L4U will automatically display the best match as the default in the Online Search Results screen The best match being first from the LOC then CheckMARC and then Amazon Each location has a tab with a counter This counter lists the number of 95 L4U Web Manual 96 matches obtained from each of the locations and the highlighted tab represents the location that the currently displayed record is from Check MARC Results 4 Start a New Search Linary of Congress 1 Hits CheckMARC 0 Hits Amazon 1 His Title Author Publisher ISBN LCCN Place of Publication Date ound and Chan Lows McGraw Hill 0070105085 0070105055 New York Classification Mai alk pap alk pao Collapse Data Bookcover 3469158 001 Field 20020907 203530 0 005 Field 83043051994 nyua b 001 eng 00 Field ATALOGING w 93022606 LOON u CLASSIFICATION 0070105065 alk paper ESON D Not mapped DLC Not j mapped ap ee Not mapped Not mapped Not m
185. rectly to EBSCO Interface for Search Results or just Click on the Item Title for more details Setup Default Search Database Monkey Town The Summer of the Scopes The article reviews the book Monkey Town The Summer of the scopes trial by Ronald Kidd Easy Search Trial Records Per Page 15 ee The article reviews the book Ringside 1925 Views from the scopes trial by Jen Bryant Monkey Town The Summer TIT MORE eae the Scopes The article reviews the book Monkey Town The Summer of the scopes trial by Ronald Kidd Trial DUE The article reviews the book Ringside 1925 views from the scopes trial by Jen Bryant Monkey Town The Chapter 2 Internet Public Access Catalog To use Federated Searching 1 2 Messages Library patrons can access a message area from any page Login to iPAC see page 64 Perform a Quick Search keyword or an Easy Search see page 37 e Federated Search only works with these search methods In addition to the search results from the local collection s tabs will allow browsing of the content as provided by the other sites Only the first 25 hits are listed in the iPAC results based on their relevance as determined by the Content Provider Click on the Title or Click the Go Directly to Search Provider Interface for Search Results link for more information on the item e The Search Providers web page will open in a separate window and may require a secondary username
186. ria This search is conducted in a direct or left to right order For Example entering cat would result in hits such as Cats and Dogs or Cat erpillars but it will not find Arthur catches a train This search type also includes the ability to do between searches for finding ranges of items For Example items with Deweys from 001 to 010 To use the Advanced search 1 On the iPAC homepage click Advanced from the toolbar or the menu 2 Select the field to search 3 In the first field provided Enter the search criteria e To search for the criteria exactly as typed type a after the entry Example cats 4 Click Search L4U Demo Library Between Searching Between search can be enabled to perform RRE searches for items in a range This could be items between a certain range of dewey designations or items entered into the col lection between specific dates To perform a between search using Advanced 1 On the iPAC homep age click Advanced e From the toolbar or the menu Select the field to search In the first field provided Enter the from search criteria Click the Enable Between Searching checkbox Enter the to value in the second field Click Search Advanced Search W W P u Note To clear the field selected and the value s entered click Reset 43 L4U Web Manual Viewing Search Results 44 By default the iPAC local collection search results are displayed
187. riod of the item To Enter a Loan Type type in the first character and a list containing all matches will appear Click the correct entry to select Media Media is a mandatory field The code entered here is the General Material Designation To enter the Media type in the first character and a list contain ing all matches will appear Click the correct entry to select Department Department is a mandatory field and is entered in the same manner as the Media and Loan Type To enter the Department type in the first character and a list containing all matches will appear Click the correct entry to select If it is necessary to hide an item from the iPAC it is done so through the use of Departments For more information on the uses for Departments see Departments on page 81 in the L4U Users Manual Vendor Vendor is a mandatory field and is entered in the same manner as Loan Type To enter the Vendor type in the first character and a list containing all matches will appear Click the correct entry to select The Vendor code entered here is used to identify the source of the material being cataloged Location The Location field is usually set by the LAU Enterprise Administrator Please see Cataloging in a Union Catalog with L4U Enterprise on page 82 Editor Illustrator This field contains the Editor or Illustrator information To enter an Editor Illustrator type in the first few characters and a list containing all matches will
188. rop down list before performing Freedom administrative tasks If the drop down list is not available then you have access to only one collection NC Nn L4U Enterprise Training Library My Profile To Create a Patron In iPAC login to Freedom see L4U Freedom Login on page 66 Click Circulation or Client Management Click Add New Client In the fields provided Enter the appropriate information Mandatory fields include a A W Ei e Client Code must be unique and is either supplied by the local First Name a school office district board office or the librarian can create a temporary client barcode by clicking the icon Last Name Homeroom Client Code Click Save Repeat steps 4 and 5 until all patrons have been entered Click Cancel to return to Client Management Note The most efficient way to enter Patrons is to import them from an ASCII text file Please contact your District Librarian to obtain Class Lists for your cam pus location or refer to the Importing Exporting chapter in the L4U Users Manual 129 L4U Web Manual Patron Information Client Information contains basic patron information It includes several fields that are entered by the user and others that L4U generates automatically Some of these fields are self explanatory where others require some explanation They are 130 Client Information Address 400 1632 Dickson dive Circ Overide Days Kelowna BC
189. rrent file will display 2 Click the Green Magnifying Glass for the desired Query e The search results will display 10 record s displayed 241 records Displayed page ef 5355 in location Modifying Saved Queries Existing searches can be modified after they have been saved To modify an existing search 1 While in the appropriate file Click Query List e A list of all searches saved for the current file will display 2 Click the Yellow Pencil for the desired Query 3 Make the necessary changes or Click Clear to clear all edits for this query 4 Click one of the following e Save to Save the edits and return to the Query List 10 record s displayed 5241 records Dispiayed page of bse in location 118 Chapter 5 Data Management e Run Query to open the resulting list in a new Library File window Close this new Library File window when finished to return to the Query that was being edited created 5 To exit without saving Click Cancel or Clear to clear the edits and start again Deleting Saved Queries If at any point a search is no longer necessary it can be completely deleted To Delete a search 1 While in the appropriate file Click Query e A list of all searches saved for the current file will display Click the Red X for the desired Query ino ementi 2 Aconfirmation dialog box appears Click OK to delete or cancel 10 recerd s displayed 5241 records in location
190. rt Packages L4U Library Software provides various support pack ages which include options such as email fax phone and online technical support Some support packages also contain product patches and upgrades Training Product Training is available in a variety of formats Online train ing is available via a web connection as individual or packaged modules Pre viously recorded training CD s are available on a variety of topics Certified trainers are available for on site training or in house training held at LAU Library Software head office RECON Retrospective Conversion Services are offered for customers that are not currently automated This is a straightforward process where the library ships its traditional shelf list to our office and our staff converts this information to an electronic format known as MARC21 Once converted these MARC records can be imported into any library management system including L4U Conversions Convert existing library management systems MARC MicroLIF ASCII exports to LAU format L4U Library Software can convert Introduction most automation systems to L4U without rebarcoding or re entering your col lection Process and pricing vary depending upon the format of your current data e Scanners Printers and Consumables Barcode Labels of various sizes and formats Label Protectors Client Cards Barcode Readers and printers Porta ble Inventory Scanners and Slip Printers are also availab
191. ry Name and Description for future reference What to search This drop down list on the left of the Query Editor contains a list of fields in the current file Search Commands This drop down list is located in the center of the Query Editor screen and contains all of the comparison statements e Value to search for field This is where the search value is entered It is not case sensitive 117 L4U Web Manual e Boolean Operators These three options And Or and Not are located at the beginning of each line of the Query Editor and are used to invoke Boolean logic between the search criteria Green Plus Icon and Red Delete Icon These buttons allow you to add or delete the various lines of the advanced search e Wildcard All Queries When selected LAU will automatically add the wild card character to all of the Search Criteria Search Current Selection LAU will search the subset items only and not the entire file In essence a search within a search Note The Command s Equal To is a literal search In other words if CAT is entered only items matching CAT nothing more nothing less will be found Add the LAU wildcard at the end of the search criteria to perform a Starts With search Using a Saved Query Once a search has been saved it displays in the Query List and can be used at any time To run a saved query 1 While in the appropriate file Click Query List Alistofall saved searches for the cu
192. s amp a Files gt Preferences Click L4U iPAC Click iPAC Customiza tion e Freedom Customiza tion 1s discussed on page 31 4 iPAC Customization Settings amp Defaults screen will appear with two tabs General Settings which is described below pe ie Launch LIU PAC at Startup Yes All w Autologin Single Sign n Convert Diacrities etc Yes Bibliographic View Punctuation ODo not add extra punctuation Add biblogragchic punctuation CO Normale bibrah punctuation LAL Cienki mesi be Logged ec en Library P abes Publish On LIU Server Ordy Web Requests Log Update Voting apo Reach Options Wide Aves Seah FVedeialed Search Home Page home stem Days between Web Log deletion 30 Maximum Hits allowed in PAC parches 1500 IP Ackiress Port To Listen en Osiy srie pasihe IP a dilete ii more Pan one adapter 814 u Otetert of the machine acting di he wad server Help Server Address Externe A d ata for LAU Mel fanchienmg Distrkt Logo No conversion when uploading Logo CURE Search Results Display Customization Search Results Display Customiza tion on page 23 19 L4U Web Manual General Settings Login Defaults Dafaull FAC Customization Lozan Sel tir Search Meads sul tie Del andit PAC Language Default Results Displag Default IPA Skin Coud Default Sort LCN Default Location Ma Datat Highlight search Criteri
193. s on page 148 Show Pay Fines If this option is selected LAU will automatically display a payment message for any item that is checked in and has accrued a fine Fine payments are then 142 Chapter 7 Circulation processed by clicking the Fines and Charges tab For more information Fine Payments on page 148 Items Out for a Patron LAU provides a list of currently circulating items in a quick at a glance format Any time a Patron is entered in Freedom Circulation a list of Current Items Out is dis played on the Freedom Circulation screen These items are color coded for convenience Printing from this window produces a printer friendly page Hame Greg Coyle Code CIZ H T T l T TI Ssdeladpr Sar H n lune Supr EMT Haomeream Code S5gtadT Hurr Cut Mas Ach Cmenrrida Dara Total foe Tew B Total Finta EM cmer charges TUN Itema Out Hockey hera fcnonssion 5 001350 Local Call 8 E MAR Diet Thal 14231111 Arcessi n f TLNE Local Cal Z30 MAG Dire Dal 4 22 2000 Local Call TR 308 ROI Dips Date AGENT Compia ar currickdum acifvnias kir Arcesgsign amp 004305 Lacal Gal TH 172 58 HERI Dus Das AGO The item just circulated to the patron is listed in Blue Items listed in Black are items currently circulating but are not overdue and Items listed in Red are Overdue From this screen it is easy to get Information on the Item and Renew the Item Item Information Clicking on the
194. s O Bibliographic 1 From any iPAC page click the cog icon 2 Select the desired options lahore cone W da 3 Click Apply Cpe lala Perform Similar Searches GEnable O Disable Display Search Suggestions OEnable Disable Details Balloon GEnable Disable Easy Search on every page GEnable O Disable Default Search Screen Quick OEasy Default iPAC Language English v Default iPAC Skin Standard x The settings are then applied to the current ses sion If the window is closed these options will be lost and any new internet browser sessions will use the settings in Preferences Default Results Display List This view is similar to the list of materials as presented in the Library File and other files in LAU This view presents the most items on the screen with the minimum amount of space Astronomy for every kid VanCleave Janice Pratt 3 520 VAN Local Library Janice VanCleave s astronomy for VanCleave Janice Pratt 101 easy experiments that really work In 520 VAN Local Library 101 easy experiments that really work Details Detail display shows the patron the individual library items in more detail than the List results ATDODIR tor avery kil o DOI hii s ar Tara ust rad j werk e h Vanilagsa lania Prat Call Aas 520 VA eee Lira Titri In 4 ed Haar iihi ureyary wort M ha d mache s IHE A iiiar Te Call n 520 COU ENEI Sime nm Location Local Lb
195. s is the same as for the rems Biblio graphic Report and is described in the next paragraph Items Bibliographic Report The Item Bibliographic Report is a quick way to create reports for Authors Titles Subjects Publishers and more The report can then be sorted by key fields to produce the desired report To create an Item Status or Bibliographic Report 1 Log into L4U Freedom see L4U Freedom Login on page 66 2 Click Reports 3 Choose the Items Bibliographic ag Item Report Options Report and click Continue 4 JN 4 Choose the Report Options O tems Stare Repe Select the desired fields to C tems gblogrepnic Report gt search and or sort Inventory Statistics e Data Entry fields perform a Starts With search unless the search value starts with the L4U Wildcard which is the symbol Items Bibliographic Report Search by Title Nazan Select Sort Order LocalCallNumber 5 Click Generate Report to produce the report Click Go Back to return to Reports Home 6 The desired report will appear on screen Usethe drop down list to navigate to the other pages if more than one page is available e Reports Home returns to Online Reports e Report Options returns to the current Report Options page e Back returns to the previous page 7 Print the Report using your internet browser s Print command 174 Chapter 10 Freedom Reports e Please consult the documentation or help files associated
196. s will attempt to cor Launch LAU IPAC at Startup Gre C Nare Paie praen j Allow Autologin Single Sj e Oho Dares between Wah Lin deletion Z1 T rect punctuation 1nCORnSIS Corvert Diatrilics etik ves No Mindrum Hits allowed in PAC searches 1500 for ap View Pur luati tenc es n the collection to 1 ku not add extra p ra bialkkr Labo Part To Listen Osasuna ke e DE yan conform to the Modern Lan e Hub Server Acie Md Mens Un id guage Association http av Euer Ty Pie District Lona Co comeron when kina Lono Publish Dn LU Senor Only ua Hamm www mla org guidelines vamen Ca t e The L4U data is not affected only the iPAC dis play of the data To modify these settings PAC Customirakion Freedom Customization 1 File gt Preferences 2 Click L4U iPAC 3 The options in Bibliographic View Punctuation are e Do not add extra punctuation Display the data unaltered Add bibliographic punctuation Add appropriate punctuation between the fields e g author title publication information etc e Normalize bibliographic punctuation Add or omit appropriate punctuation where necessary 4 Click Save to exit the Preferences screen Publishing the L4U iPAC The L4U iPAC Server is an integrated component of the LAU application and does on not require a separate server 4e kese 5ta erse mas ntu Fesat s In a single user installation Launch LA
197. serve from item detail view 1 While logged into the iPAC search for the desired item and click the Title for details Click P ace a Reserve Enter an optional Requested For date or use the pop up calendar Enter an optional Requested Until date or use the pop up calendar Click P ace Reserve e A screen confirming the reservation will display W a Reserves on a Bookbag Reserves can be placed on multiple items at one time This is done by first collecting items into a bookbag Please see Working with Bookbags on page 55 for more information on using a bookbag To place a reserve on items in a bookbag While logged into the iPAC search for the desired items and create a bookbag Click Bookbag under the top toolbar Click P ace a Reserve on Current Bookbag below the Bookbag display area Click P ace a Reserve Do one of the following e Select the checkboxes beside the items to reserve and click Reserve Selected Items e Click Reserve All Items 6 The next page displays a listing of all reserves id ak eS Placing Perr on your Current Bookbag Current Bookbag has 7 items Reserve Selected items Call Loan Copies Copies of Number period In Out Copies i Han 019618 st century in space ation The EN 019319 Bleeps and blips to rocket ships EN voci i An Bal aw INN SEED es EWE oon t The EN rip mm aA i e i lt RA cy KE WA KA ZA machines Chapter 3 Web Administration Deleting iPAC Reserves
198. serves in Freedom Circulation 146 Pine Payments Suec Kya eee hehe ene ha ted so he 148 Circulation ATerts ueste EE wan EE kw Ww 152 Temporary Barcodes 0 0c cece kb eeee 154 Circulation Period Hierarchy 154 Chapter 8 Reserves Placing Reserves steer Feeder relieta 158 Reserves in a Union Catalog with LAU Enterprise 158 Viewing and Modifying Reserves 159 Chapter 9 Inventory Inventory on the Web 0 0 00 3 162 Best PRACUCCS nun ewe ators ext ROT WA Reb E 162 Enable Inventory 5a kk n heen REESE WOW vane 163 Counting InventoEy s 054 axi REX REX 163 Inventory Reports aca 2 ky bei ke date MSS buch 166 Turning Inventory OF y yaw XA kn Y k 167 Chapter 10 Reports Online Reports in LAU Freedom 170 Hem RODOPIS 4 205 sue feces Edu Ea eds 170 Patton Repos accu bd ehe Ane a kO ern eae a baled 176 L4U Enterprise Web Manual CHAPTER 1 CONFIGURING IPAC amp FREEDOM Enabling iPAC and Connection Types Setting Configuration Options Publishing the L4U iPAC Allow Reserves Bookings from the Web 9 Authority vs Item Display in the iPAC 9 Creating Topic Searches 9 Messages amp Web Links 9 Federated Search Settings 9 iPAC Customization 9 Customizing the Search Results Display 9 Setting Web Privileges iPac and Freedom 9 Homeroom Customized Search Results L4U Web Manual Configuring L4U iPAC The iPAC
199. ta Management Tools Although the majority of data management will take place in the Acquisition and Library files the following actions or commands are common to most files in LAU Library File Management n Studebaker Sm th Henshaw HS 4Oisplayed page of 63 gt Ure MINUM Jite roaa M Title Creatng web pages for bogs amp parents Selig up an internet 36e tor Gumos Emal for Ourrias Visual Basic 6 for View All The first time any file is entered in the L4U program the screen appears with the complete list of records displayed At any time while working with different subsets the complete list can be restored by Clicking View All The list can then be viewed using the scroll bar or arrows to the right of the list Note View All will use the Records Per Page to limit how many items appear on the web page 113 L4U Web Manual Subset When working with a list of records it is often beneficial to reduce the number of records being dealt with at any given time Specific groups of records can be selected using the Subset button or the group of items can be the result of a query Any records subset in this way then become the Current Selection making them easier to view and work with Selecting Records 1 Click the check box beside the item s that need to be Subset 2 To select all the items in the current subset or view Click Select All 3 Click Subset Note Select All will select only t
200. te Tags Cutter and Local Call Number must be selected in Select Fields to Import before this option is enabled Take Dewey from Imported Local Call Number creates a separate Dewey field using the first component of the Local Call Number This option does not recognize alpha designations Example FIC e Import files as MicroLIF 1987 protocol must be selected when importing MicroLIF records LAU uses the Import Template when importing MicroLIF records and will default to the one selected Users who need to import MicroLIF records on a regular basis may wish to create a special MicroLIF Import Template to use in place of the standard MARC import template provided with L4U 100 Chapter 4 Data Entry Search Locating an item in Acquisitions is quick and easy Once the item is found it can be modified as required Acquisitions Management NA EZ Labels Import MARC Record Post Records Add Record Help Files Current selected Location Studebaker Smith Henshaw HS Records PerPage 20 v isplayed page e record s displayed 18 records in location J Search by Title v amp Q Accession Author Status CallNumber Vendor Publisher U S government on the Web 031130 Hernon Peter Arrived 025 04 HER Libraries Unlimited To Search in Freedom Acquisitions 1 In Freedom Acquisitions Management Click into the search area and start typing 2 To change the field to search Click the Search by dropdown and select the
201. ted computer 2 Inthe Address field Enter the IP Address of the LAU iPAC computer e This is usually an LAU Server Enterprise or Platinum Elite or LAU Single User 3 Click Go or Press ENTER 4 The L4U iPAC will load and the main search page will display Note LAU Platinum Enterprise Elite 3 1 works with the current versions of the fol lowing internet browsers Apple Safari Microsoft Internet Explorer Google Chrome amp Mozilla Firefox To access the LAU iPAC easy create a shortcut on the desktop or create a bookmark in the browser L4U Web Manual Locating an IP Address In order to connect to the server from a browser it is necessary to know the IP Inter net protocol address of the computer publishing the library collection It is easy to determine the IP address in L4U 1 With L4U Admin Utility running do one of the following e Application Menu L4U Elite or LAU Admin Utility gt About LAU Mac OS e Help gt About LAU WIN 2 The IP Address of the L4U Server is displayed in the Server IP Address field If the IP address es of the server is not known consult a computer technician to help with the following steps Macintosh OS X 10 5 10 7 1 Apple menu gt System Preferences 2 Click Network 3 From the Sidebar click on the interface that has a status of Connected For desktop computers this is usually Ethernet for portable computers it is usually Airport or Wireless e The machines IP Address is displayed
202. tems that are new to the collection By entering a value number of days in Preferences the librarian can determine how long an item is con sidered new L4U determines whether an item is deemed new by comparing the cur rent date to the Entry Date of the item plus the value entered in Preferences To adjust this value go to File gt Preferences gt LAU iPAC gt Search Options and Enter the desired value in the field provided for Number of days items stay new Matching of Hyperlinks When a patron views the item details of a specific record some of the data appears as a hyperlink For Example Author Series Subjects Patrons can click these links to perform searches using the hyperlink data For Example While viewing the item detail of a record the patron clicks the Author name which displays as a hyperlink Atkins Peter William A search is then conducted using Atkins Peter William as the search criteria When the Preference option Use Exact Matching on Hyperlinks is set to Yes L4U will only return records that contain author data that exactly matches the hyperlink If this Preference option is set to No L4U will return items with author entries that contain Atkins or Peter or William To adjust the Hyperlink option go to Chapter 1 Configuring iPac amp Freedom File gt Preferences gt LAU iPAC gt Search Options and Select either Yes or No for the Use Exact Matching of Hyperlinks option Publishing Inis Pies
203. th a status of In to be checked Out to a patron This can be helpful for processing large groups of Patrons To return to Auto Circulation select Auto Mode Auto Mode in summary e Ifthe Item has a status of Out when scanned LAU will circulate the Item in e Ifthe Item has a status of Jn when scanned L4U will circulate that Item to the currently entered Patron If no Patron is entered LAU will visually alert the circ operator that a Patron is first needed to circulate materials INCOMING ONLY Note L4U s Circulation beeps help with circulation so ensure your computer speakers are connected and turned on Chapter 7 Circulation To change the Circulation Mode 1 Select a circulation mode from the Circulation Mode toolbar e The icon changes color to indicate this is now the current mode Note When in Out Only mode L4U will alert the circulation operator if materials have been swapped between users For example if a patron has materials that are Out to another Patron L4U will ask the operator if they want this material to circulate to the patron bypassing the step of manually circulating that item in first Normal Circulation versus Status Check By default LAU automatically circulates items both in and out This is called Auto Mode The Status of an item can be verified without actually circulating the item out or in To check the Status of an item 1 From within Circulation Click Status Check from the Circ Mod
204. the drop list Locations are created and maintained in the Locations Control File which is covered in more detail on page 78 in the L4U Users Manual Default Search Screen Easy Search will present the iPAC user with one search field to search the collection This may be the best solution for younger patrons Quick Search offers more search options for the patron Please see Searching Techniques on page 37 Initial Screen in iPAC LAU Freedom administrators have the option to select which screen end users will see when the iPAC first opens Select Login to force patrons to log in to use the iPAC After logging in the iPAC Customization amp Default Settings 20 Chapter 1 Configuring iPac amp Freedom for their current homeroom will override the global iPAC Customization Set tings First Screen after Login LAU Freedom administrators have the option to select which screen the end user will see after logging into the iPAC Home will present the standard iPAC search screen and is the preferred option for a typical library patron Select Profile if the end user will use L4U Freedom Restrict Easy Search Processing This setting allows administrators of large districts to lower the CPU load when performing concurrent phrase searches in Easy Search results These settings should only be adjusted if directed to do so by L4U Library Software Support Department Patron s Customization Settings Patrons will be able to modify the iPA
205. the record Click Save e To Exit without saving changes Click Cancel From the list view Reserves can be sorted queried and or deleted For more information on these functions please see Overview of Data Management on page 112 C HAPTER 9 INVENTORY 0 Inventory Concepts Best Practices Web Privileges Enabling Inventory Counting Inventory Inventory Reports Processing Inventory Turning Inventory Off 161 L4U Web Manual Inventory on the Web Inventory can be performed at any location at any time Inventory reports can be gen erated from Freedom Reports or the Admin Utility Portable Inventory Scanners bar codes can be imported into Freedom too Inventory via the web allows for remote inventory counts such as classroom bound textbooks or secondary locations for col lections housed in various buildings Best Practices 162 em MET ou Code Mem Taken Ch T Local Call status True 113a Firich ng Prince andthe Pauper M FIC TA Mri True 73513 Harry Poer and ine Order of fe Fir in PFhin nin Rowling krear F Fidan True 21981 iT Inveenbory Tes Babushka s doll E Coil COUG68 wends 2 22 7012 2 29 2012 FOLACCO brown True A120 H Shine ck 912 4 dui COUGO waendy 2227012 IH n amp cha n PLATT Brown Showing 1104 of 4 entries Before starting Inventory make sure to set a schedule and stick to it Place a reminder somewhere near the Inventory station to shut off Inventory
206. tion 136 via My Profile 73 Circulation Basic 73 Checking Items In 75 Circ Period Hierarchy 76 Circulating to Other Clients 74 Circulation Out 73 Circulation Warnings 76 Circulation Freedom Alerts 152 Applying Credits 151 Auto Mode 141 Checking Items In 138 Checking Items Out 137 Circ Period Hierarchy 154 Circtime Override 142 Circulation Modes 140 Client Management 128 Controls 141 Deleting Reserves 148 Disable Fines 142 Display Client Picture 142 Fine History 151 Fine Payment 148 Fine Warning On 142 Fines View Active Fines 150 View Returned Fines 149 Index Waive Fines 150 Full Circulation 136 Global Due Date Grace Day 142 Items Out for Clients 143 Locating Clients and Items 138 Lost Items 144 Options 140 Other Charges Adding 151 Payments 150 Total Charges 150 Waiving 151 Pay Fines Alert 142 Query Icon 139 Renewals 145 Reserves See Reserves Setting Web Privileges 27 Status Check 141 Toolbar 139 Clear All Selections 102 Clients 127 Circtime Override 130 Creating 129 Entering messages 131 Fines 130 Fines History 132 Histories via Freedom 132 via My Profile 72 Items Out 131 143 Locating 138 Max Items Out 130 Modifying 132 Network Username 131 Quick Search 112 Quick Sort 112 Reports 176 Client List 177 Fines amp Other Charges 179 Histories 178 Items Out 170 Items Overdue 170 Search Stations 3 Internet Browser 3 LAN3 Suspending 130 Type 130 Configuring iPAC amp
207. tly in the Dookbag are naady b be ama led please chark the opboane below and chek Sand ta deliver the amail or FARCE n return ta your My Preia paga Plana enter the email address te send the ibbegraahe repert to ie namegdeenain cam hibenngusarzihangicombschnol ong Sort options Sert by Thie t Sort by Aublsar Sort by Local Call Humb r GoBack Sani take up to 60 seconds depending on various email server settings markgei amp u com to m 10 54 AM 3 LAU Emlographic Hager Created on 12 19 2007 at 10 54 07 dina J Asimov lean Aist century in space The Milwnukee WI G S005 AW p re EI Hicolson Cynthia Pratt Planets The Toronto Kids Gan Press 543 4 HIL a gt Kerrod Robin Mars Minneapolis MM Lerner Publications Co 323 43 KER Sumnarz Caron Earthling quide to deep apace An Terent eitig 678 4 SUM Gaines Ann Journey l Mars Mankato Minn Smart Apple M 5313 9 GAI End of Report Text Format My History L4U Bibliographic Report 12 19 2007 10 54 07 mes LAU Bibliographic Report 12 19 2007 10 48 16 35x x markgpdu cor l m TOE AM 2 minutes ago Reply LAU Bibliographic Report Created on 12 19 2007 at 10 48 16 Asimov isaac 2131 century in space The Milwaukee Wi G Stevens Pub 1996 500 5 ASI Hicalson Cynthia Pratt Planets The Toronto Kids Can Press c1998 523 4 MIC Kaerrod Robin Mars Minneapolis MN Ler
208. to Due Date 12 6 2007 Charge day 0 10 COD0065 creating an HTML 4 Web page The Days Overdue 251 Active Fines 25 10 Cali t TR 005 7 COM Accession tt 000858 180 Chapter 10 Freedom Reports 181 A Acquisitions Copy to Acquisitions 108 Data Entry Tips amp Tricks 81 Delete 102 Description 89 Duplicate 101 Field Definitions 84 Labels 103 Modifying 101 Multi Dupe 101 Overview 80 Posting 104 Search 101 Subjects 89 Toolbar 80 Active Directory Allow Auto Login 5 Allow Network User Name 21 See Also L4U User Manual Added Entries Entering 90 Advanced Bookings See Also Reserves Web Privileges 27 Advanced Circulation See Circulation Freedom Advanced Query See Query Alerts Circulation 152 Fine Warnings 142 Pay Fines 142 Allow Auto Login 5 Authorities Display Format in iPAC 11 Quick Sort 112 Auto Circulation 141 Auto Login 5 B Barcodes Temporary 154 Basic Circulation See Circulation Basic Batch Changes See Global Changes Book Ratings See Ratings Bookbag 55 Adding items 55 Deleting items 57 Emptying 57 Placing a booking 70 Send Bookbag by Email 71 Viewing 57 Bookcover Acquisitions 93 Library File 107 Building Queries 116 C Cast a ballot 58 Cataloging Materials See Acquisitions Categorizing Clients 134 CheckKMARC Cataloging with 94 Saving a record 97 Selecting a record from 95 Setting up 94 Circtime Override 130 142 Circulation On the Web Enabling 27 via Freedom Circula
209. to the next Description field Tag 300c to add extra Description EE e Click the X icon to the right of an unwanted line to Ble delete 5 Click in any other field to finish entering the Descrip tion ae Note Keywords are created after the item is saved Added Entries 90 The Added Entries section stores names titles and or terms that provide access to a record that is not given through the main fields This field is used for entries such as additional persons responsible for the creation of an item translators photographers etc additional titles and or translations of a title To create an Added Entry Added Entries 4 Entry O Byrne John Dr Tag 700ac Entry Nature Company quide Tag 830a 9 1 While in an Item record Click Added Entry icon in the Navigation Bar Inthe field provided Enter the data 3 Tab or Click to the Tag field and Enter the appropriate Tag Subtag or Tab or Click to the next Entry field to accept the default Tag Subtag Info Chapter 4 Data Entry 4 Continue to Tab or Click to the next Entry field to add extra Entries Tag 70a Click the X icon to the right of an Tag unwanted line to delete 5 Click in any other field to finish entering the Added Entries The nfo section contains fields such as Donated By Although these fields are not mandatory PO and Entry Issue see page 89 are useful when using the Claims fea ture of LAU Donated By Imported Via Hillview TXT D
210. tor ae Home Picture Search MultiSeek Advanced Messages New Items Links School President Finished Elections Results mm Te I z Suzie Queue Senior School President E isse etu dan E 21 8196 Held from 1 19 2006 to 1 4 2008 Total votes cast 110 2 Fran Star Senior i9 17 27 Class Student e Mariah Stabb Elementary Class 29 09 Studer t Max Story Kir dergarten Class ii 10 00 Student Carl Wood et Class 21 81 Student Home Picture Search MultiSeek Advanced Messages New Items Links 61 L4U Web Manual 62 C HAPTER 3 WEB ADMINISTRATION iPAC and Freedom Login to L4U on the Web My Profile and Freedom Profile My Items Out amp Renewals Reserves Sending Bookbags by Email My History Basic or Limited Circulation Circulation Period Hierarchy Log out of L4U on the Web Quit iPAC 63 L4U Web Manuall L4U On The Web Everything discussed in the iPAC chapter is available to all L4U Freedom licensed users After a patron logs in and using My Profile they may place reserves renew amp circulate materials Additional administrative features include Freedom Circulation Client Management Inventory Online Reports EZ Labels and Online Cataloging via My Freedom Profile This allows libraries to use any internet browser equipped com puter as another administration station These extra features are enabled and con trolled through Web Privileges set
211. until they are cleared or a new iPAC session is started To add items to the Bookbag 1 2 While in the iPAC Con a gt duct a search A rpm From the results list Select items of interest by clicking the check box to the left of the record Click Add to Bookbag Easy Search 55 L4U Web Manual 56 Note The Bookbag e If items already exist in the Bookbag this button will read Update Bookbag 4 A count of items Zi in the Bookbag de UT L4U Demo Library will appear on screen and under the task bar Bookbeg 2 19 of 515 Resuks for Jiwa ve kalahar a Easy Search a n RA Records Per Page 15 M Page 12245 6Z 9 10 25 Next 15 Hfs Jump to Page Go link will only appear under the task bar if it is currently in use Once a bookbag is emptied the link will no longer appear Adding to the Bookbag from Item Details Adding multiple items to a bookbag from the list view is quick and easy however you may also wish to view the details of an item before adding it to the bookbag You can add an item to the bookbag while viewing the chosen record s details Simply view the record detail and click the Add to Bookbag button The button changes to red and reads Remove from Bookbag To remove from the Bookbag click the Remove from Bookbag button Home Picture Search MultiSeek Advanced Messages New Items Links L4U Demo Library Add to Bookbag Title The
212. uration Serial Bibliographic Note Donated By If applicable enter the name of the individual or organization that funded or donated the item This field may also be used to track the budget source Imported Via This field tracks the origins of imported records and is entered automatically When records are imported from a vendor disk for example the source File name of the record will appear in this field Duration Enter the playing time of videos or filmstrips etc The standard format for entry is hhmmss Bibliographic Note Sometimes it is desirable to record information about an item when that item is being circulated This is useful for Temporary Barcodes see page 154 Also use it to record extra information about an 1tem such as kit contents or items that have to be returned with the item If the Department Code is VF then the Bibliographic Note will appear when the item is circulated In or Out PO The Purchase Order Number can be manually entered or assigned by default If a large number of materials are being catalogued from one purchase set the PO as a default in Preferences see Administration on page 29 of the 91 L4U Web Manual L4U Users Manual and the purchase order number will automatically be generated and entered in this field Model Model s can be entered to help identify pieces of equipment within the library collection For Example VCRs projectors etc Serial Lib
213. us matching records and select the one they wish to use The record is imported into LAU with the click of a button and then any necessary changes and or additions can be made to the record This process can increase cataloging speed by up to eighty per cent CheckMARC Setup The District Librarian would setup and configure CheckMARC prior to first use of the software Check MARC must be enabled in your License Number before the Check MARC preferences become available If you open Preferences and the Check MARC options are inaccessible your license may not be entered correctly Contact LAU Library Software for information on purchasing CheckMARC Platinum or obtaining the correct license number Please refer to CheckMARC Setup in the LAU Users Manual for information on Check MARC preferences Cataloging with CheckMARC 94 Once the preferences have been set for ChecKMARC you are ready to start catalog ing As with normal item record entry this takes place in Freedom Acquisitions To catalog with Check MARC 1 IniPAC login to Freedom see LAU Freedom Login on page 66 2 Click Acquisitions 3 Click Add Record Chapter 4 Data Entry 4 Enter as much or as _ little data as preferred CP eedom The more informa a s Acquisitions tion provided the Common more accurate the emer search Kr Ideally the ISBN 2 I e or LCCN and Title are used 5 Click CheckMARC 6 Stepsare continued on y page 97 Sea
214. usting Column Width How much space is allocated to each column of the display can be easily adjusted Please refer to the screen shot below Specifying Page Width The width of the table returning the search results may be specified as Auto matic or Fixed If Automatic is used the width of the table displaying the search results will be determined by the monitor settings of the patron In this case the size of the columns is shown as a percentage of the table Alterna tively you may set the table width to a fixed width of a specified number of pixels In this case the size of the columns is shown as both a percentage and an number of pixels Display Rank in Easy Search This will display the rank of the hit in the results screen Please see Easy Search on page 37 for more information 24 Chapter 1 Configuring iPac amp Freedom Cont d from previous page 7 Choose which fields to display from the table under Please select the Columns to display from the list below To add a field to the display click the field s check box To delete a field from the display click the field s check box to uncheck it lt Homeroom iPAC Customization Sie L lt A IPAG Search Results Display Gustomization L General Settings Search Results Display Customization Title amp SubTitle Author Sta Call Number Levels Media Code 35 17 6 14 15 13 Please select the Columns to display from the list below Edit La
215. ves Harwnin Tinan end Charges hinia Filan Title Search produced X results lich any arm links baita t imin b l Croslabr thal k m Ima thal ace nal imis Accession amp Call Status ELAS FIC THA TR 507 TOU Enter Barcode Here Huarmn Fran Star Code COZ a HWnmaresem amp iudabakar Seether Sant Gracie 10 s H rmereem Code SSH 10 Hina Dui Mic WIG Ceenide Days D Total dor Year Tota Finks 0000 Dinar Charnasas PIO Reserves are placed Circulation for the current patron Please refer to Placing Reserves in Freedom Circulation on page 146 for more information on Single Item or Multiple Item Reserves Note When multiple copies of an item exist all copies will be Reserved The circu lation of any of the copies to the patron will satisfy the Reserve Reserves in a Union Catalog with L4U Enterprise A Union catalogue is the combined holdings of two or more libraries or collections If the library administrator allows you to work or edit in more than one collection L4U needs to know which collection your administrative tasks will affect If so Select a 158 Chapter 8 Reserves location from the drop down list before performing Freedom administrative tasks If the drop down list is not available then you have access to only one collection Sana L4U Demo Library Chant Code EDD 18 Ine Cur Versi WILE Viewing and Modifying Reserves Existing Reserves can be viewed modified and or deleted
216. which service the L4U site is licensed for This licensing and login information is entered in Preferences and is supplied by the service provider Two service providers EBSCO and Encyclopedia Britannica are supported in Platinum Elite and Enterprise More providers are planned but this depends on the service providers licensing and market ing plans To enter a service providers licensing login information 17 L4U Web Manual 1 File gt Preferences 2 Click LAU iPac Fermer 3 Select the Federated Search tab Eom 4 Click Setup for EBSCO e EBSCO will be used in this example other pro viders will be similar 5 Enter the information as sup plied by EBSCO For example e Login Profile also known as E Provider Name the Authentication string Loon Profi Password bx e Password enter the pass Matentkaten ye wea A Subscription Expiry Date 12 02 2008 word as supplied x Default Search Database Setting Authentication Type enter Load Databases List the information exactly as a 1 1 supplied by EBSCO 6 Click Save 7 Click Enable checkbox for EBSCO 8 Click Save to close Preferences Some Service Providers may allow access to only certain databases depending on your subscription To select the default database to search 1 Reopen Preferences 2 Click L4U iPac 3 Select the Federated Search tab 4 Click Setup e EBSCO may allow access to only certain depending on your subscri
217. y File Author To search for an Author s name Enter the search criteria and click Author The name does not have to be entered completely or in direct order For example Entering alex smith can produce a result of Smith Alexander If multiple search criteria has been entered L4U will apply the Authority Key word Searches preference setting and look for matching items in the Author keywords table Series To search for a Series Enter the Series or a portion of the Series and click Series For Example read would produce results such as Reading rainbow or Step into reading Enter a complete term for more exact searching If multiple search criteria has been entered L4U will apply the Authority Key word Searches preference setting and look for matching items in the Series keywords table Editor Illustrator The Editor Illus search applies the same method as the Author search To search the Editor Illustrator field Enter the search criteria and click Editor Illustrator Topic Search Topic Searches are predefined searches that are executed by clicking on graphics dis played in the iPAC Topic Searches are configured by the Librarian and allow quick 40 Chapter 2 Internet Public Access Catalog access to relevant materials in the collection Please see for more information on how to setup and configure Topic Searches To execute a Topic Search PU KE RA KK KK KEK L4U Enterprise Training Library
218. y to select If no match is found simply con tinue typing When entering data into a Control File field Loan Type Depart ment Location and so on a complete list of all available codes can be viewed by typing Cutter will be automatically generated upon saving a new record The Cutter is taken from the first three letters of the Author s last name If no Author is present L4U will use the first three letters of the Title To quickly Rebuild the Cutter or Local Call Number click the Euler DEM To Rebuild Icon to the right of the Call 373 331 DEM QJ i corresponding field Copy Cataloging shortcut buttons _ are available for ISBN and Title and speeds up data entry See page 83 81 L4U Web Manual e Ifa Title is entered starting with an article The An A etc LAU will auto matically move it to the end of the Title when the record is saved When selecting Tag in Description area the Up and Down Arrows can be used to navigate to the correct MARC Tag or just type the Tag in the tag field To Delete a line of unwanted data click the X icon to the right of the unwanted line Tag b50av Tag bo0av e Many new materials have a UPC bar code which is the ISBN 13 Look at the number under the UPC If it starts with 978 Scan this barcode into the SBN field and then click Check MARC e To exit the Acquisition record without saving click Cancel Acquisitions Home or Exit from the appropriate Tool

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