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User Guide - Libraries and Literacy Service Centre

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1. 2 Use the search source checkboxes to select deselect the desired favorite search sources Favorite Search Sources Screen e A checkmark indicates the associated search source is selected will be included as a favorite search sources Managing Users 2 19 User Administration User Guide ent e An empty checkbox indicates the associated search source is not selected will not be included as a favorite search sources e Clicking a checkbox repeatedly will toggle it on and off 3 To select an individual search source select the checkbox for the desired search source 4 To select all search sources within a source heading select the checkbox I for the desired source heading The checkboxes for all search sources under the source heading are selected automatically The maximum number of search sources that can be selected for any single search was established when your library s Agent system was installed according to the requirements specified by your library or consortium If you select more than the established maximum number of search sources as favorite search sources a warning dialog displays the message The maximum number of selected databases per broadcast search for your library is number Click the OK button on the warning dialog to close the dialog The ast search source you selected is automatically deselected 5 When all desired search sources have been selected click the Submit button to save your
2. e If your Login request is unsuccessful AGent Windows Internet Explorer e v http demov2 agent auto graphics com agent ErrorPage asp errCode File Edit View Favorites Tools Help we le a El e pave O Tos 3B AGent has detected a possible difficulty with the cookie setting in your browser and may not be able to show you the information from certain resources You may either proceed to searching or adjust your cookie settings Continue How to Adjust Cookie Setting AGent and Impact are trademarks of Auto Graphics Inc Copyright 2001 2008 Auto Graphics Inc Pomona California gt Si Internet Cookie Settings Message AGent Windows Internet Explorer 4 lol x Invalid account entered Please see your librarian You can still access the system as a guest Continue or Try Again Auto Graphics Inc Piti internet Invalid Account Entered Screen o Ifyou enter an invalid Username or Barcode the message Invalid account entered Please see your librarian displays Click the Continue button to login to AGent as a guest or click the Try Again button to return to the staff login screen Check the Library name Username or Barcode and Password or PIN Make any necessary corrections then click the Go button to resubmit the form Getting Started User Administration User Guide Lier o Ifyou enter an invalid Password
3. User Administration User Guide The User Reports function lets you generate a customized listings of authenticated users for any single library in the consortium or collective or a combined report for a libraries in the consortium or collective based on the criteria you specify Reports are displayed on screen To generate a user report 1 From the User Administration menu see The User Administration Menu on page 1 for details select User Reports e The User Reports screen displays 2 Select the library for which you wish to generate the report from the Library Code menu e The Library Code menu lists the AGent Menu Windows Internet Explorer dj xj Go http demov2 agent auto graphics com AgentMenu AGentMenu we de fp gt El gt o tege gt Gio E DB A SARA SN RM elem User Admin MUI SS ESE A M8 1 The Auto Graphics ES Inc Library Zei es Dis aspx myses 741 90 amp cuid demove Y Add a User Maintain RPA Error Define Valid IP Ranges Configure User Record User Reports Reader Reviews Summary Valid Barcode Ranges Search IP Ranges Patron Categories Patron Groups Default User Password About AGent AGent News library codes for all libraries in your consortium or collective You may generate a report for a single selected library or for All libraries combined I T I LL Tale nemne User Reports Screen e The default selection for Library Code is All 3 Selec
4. AGent User Administration Version 3 3 User Guide auto sraphics inc a g canada ltd Copyright 2009 by Auto Graphics Inc All Rights reserved 3201 Temple Avenue Pomona CA 91768 This documentation may not in whole or in part be copied reproduced translated or reduced to any electronic or machine readable form without the prior written consent from Auto Graphics Inc The software described in this document is furnished under license agreement by Auto Graphics Inc The information contained in this document is subject to change without notice Although every effort is made to update documentation in a timely manner Auto Graphics Inc does not assume responsibility for the accuracy of the information presented Companies names and or data used in screens and sample output are fictitious unless otherwise noted All trademarks are the property of their respective owners EFFECTIVE DATE FOR THIS DOCUMENT Version 3 3 23 MARCH 2009 REVISION HISTORY Version 3 2 07 NOVEMBER 2008 Version 3 1 Rev A 10 JUNE 2008 Version 3 1 02 MAY 2008 Version 3 0 Rev A 11 FEBRUARY 2008 Version 3 0 03 AUGUST 2007 Version 2 6 14 FEBRUARY 2007 Version 2 4 20 DECEMBER 2005 Version 2 3 25 MAY 2005 Version 2 2 01 DECEMBER 2004 Version 2 1 Rev A 03 MAY 2004 Version 2 1 15 APRIL 2004 Version 2 0 08 DECEMBER 2003 Version 1 8 22 APRIL 2003 Version 1 7 14 APRIL 2003 Version 1 6 23 DECEMBER 2002 Initial Issue 26 SEPTEMBER 2001 Cent User
5. fields you may select to include in the default user record form for your consortium or collective F xl xl xl N zech LA ahtaitahtdtlatlatls a a 4 xI xl Y S xI lt 1 xl aaa x a1 xl xl xl The Username field not included on the Configure User Record z a a a oder lollbellbel alps KKK A aja CHE screen is mandatory and is always included in the user record form Configure User Record Screen 2 Use the Include and Required Field checkboxes to select the data fields you wish to include in the default user record form e A checkmark indicates the associated option is selected an empty checkbox indicates the associated option is not selected Clicking a checkbox repeatedly will toggle it on and off User Administration 4 1 User Administration User Guide Lier e Select the Include checkbox for each data field you wish to include in the default user record form The Password field is a ways included in the user record form and cannot be deselected e Select the Required Field checkbox for each data field you wish to configure as a mandatory entry field If a data field is selected as a Required Field a user record cannot be saved unless data is entered in the field The Password field is a ways a mandatory field and cannot be deselected 3
6. On the Patron Groups screen use the Seq text boxes to enter the desired display sequence for each Patron Group o You can enter any number from 1 to 999999 as a display sequence number o You can enter a unique display sequence number for each Patron Group or you can use the same display sequence number for multiple Patron Groups If the same display sequence number is used for more than one Patron Group the associated Patron Groups are displayed in alphabetic order o You can enter display sequence numbers in numeric order 1 2 3 etc or you can skip numbers 10 20 30 etc to allow for insertion of added Patron Groups between existing Patron Groups without the need to re sequence the entire list When display sequence numbers have been entered for a listed Patron Groups click the Submit button to save your changes You must enter a display sequence number for all listed Patron Groups If you do not enter a display sequence number for a given Patron Group the display sequence value for the Patron Group will revert to 1 when you submit your changes Viewing Patron Group Statistics Patron Group statistics show the current number of patrons assigned to each Patron Group To view Patron Group Statistics gt AGent Windows Internet Explorer Oj x http demov2 agent auto graphics com ils PatrongroupStats asp myses 7387 0 amp cuid demovZ amp cusrvr pandora On the Patron Groups scr
7. Se eee e The screen refreshes to display the sme ken Fe SE User Account List The User a be co ee ee eee Account List shows a listing of all en been omn en pac Aa users that match your search criteria eee AGent News Ear ES mene User Account List e Use the Prev and Next links to view other pages of the list The Prev and Next links are active only if your library s user database contains more than 20 users Editing User Records Y ou can edit the user records for authenticated users for your library only To edit a user record 1 Access the User Account list and locate the user for whom you wish to edit the user record see Viewing the User Account List on page 2 13 for details If a user account for the desired user does not exist select Add a User from the User Administration menu to add a new user record The Add a User Account screen displays in an additional browser window see Adding a User on page 2 1 for details 2 Click the User Name link for the desired user e The Edit User Account screen displays in an additional browser window e The Edit User Account screen is pre filled with the current data for the associated user 3 Add change or delete information as desired see Adding a User on page 2 1 for details Depending on the specific configuration of AGent for your library or consortium some User Record fields may not be available 2 14 Managing Users Lier User Administration User
8. To view a list of a users associated with the currently specified User s Group leave the User Barcode or Last Name text box blank When searching by a user s name you may enter a complete or partial last name g Dy y y p p 4 6 User Administration ent User Administration User Guide e To search other fields of the user records enter the desired search term in the And text box and select the desired search index City Email Address etc from the in menu 3 Click the Submit button to submit your search of the user database e The screen refreshes to display the User Account List The User Account List shows a listing of all users that match your search criteria e Use the Prev and Next buttons to view other pages of the list The Prev and Next buttons are active only if your library s user database contains more than 20 users 4 Click the User Name for the user barcode for which you wish to search BuildFrameset Windows Internet Explorer http testv32 wpbpl verso auto graphics comfils BuildFrameset aspx w SPamyses 243368cuid wpbpl amp cusrvr acis Submit cto se He All Groups DI User Barcode or Last Name smith User s Group ll x and in Select an Index DI Prev Next User Name Inactive Address Phone 41100001926994 SMITH ABAIGAEL 4211 PARKER AVE 7 561 586 7131 41100001857506 41100001917557 SMITH ADAM T SMITH ALISON J P
9. 5 x E http demov2 agent auto graphics com Agent useracct asp myses 738638uname patron amp popup Vew DUP amp cui Y Enter My Passwords 2 Use the options in the Define User Preferences field to configure general preferences for AGent Display Banner Header Search ves C No Display Banner Header Patron Menu Yes No Search y No Collapsed y Displayed Displayed z View of Resources Advanced Search Displayed y Number of Items in Brief Display Page 10 y Labeled Newest Publication Date First D Labeled DI bo Default Continuous Brief Browse Format ListFormat y Default System Access Use Icon Menus The Enter My Passwords function is not intended for use with the generic Resource Headings View of Resources Keyword Search patron or generic guest record Do not enter values for this option View of Resources Browse Default Brief Browse Format e Select the desired display language for the AGent Search interface from the Select Default Language menu Sort Results By Default Record Display Format Searches to save in History o The Select Default Language menu lists al display languages available through your library or consortium Use the Display Banner Header Select Default Search Method Keyword Search D Default Browse Scan Index All Headings DI Default Boolean I
10. Administration User Guide TABLE OF CONTENTS INTRODUCTION a 1 EE 1 Re Ree l The User eeh E e WT incio aaa ioedoici l ie en NEE 3 CHAPTER GETTING STARTED ntc ios 1 1 Hardware Sottware egenen ii A A A Ae 1 1 o AVAA a ge ee ec eo 1 1 Cn ds 1 1 Configuring Your Browser for ACent nn 1 1 Conteurme Your Popup Blocker sanas aid a 1 1 LOMO paid 1 2 Use Librar Codi OO a 1 4 Poterne Y out Permanent PassWord di 1 5 soe cine ln trom the Splash Pape enee 1 5 AP A 1 6 CHAPTER 2 MANAGING USERS E 2 1 ADO AGE BEE 2 1 A as 2 1 Modo ILL ent Ee aa 2 5 Medio AGE AT KEE ee 2 6 Modityine Web HLD Peras ee 2 8 Modifying Translate Authority Preferences cccccccccccccccccccccccceeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeessesesseeeeess 2 10 Modifying Statistics Permissions ccccccccnnnnnnnnnnnnnnnononn nn anno nn nn nn non nnnnnnnnnnnnnnnnnnnnnnnininess 2 11 Setting the Default User Password oooooocccccocoooooooonooooonooono nono non no nono nono non nono nono non nn nn non nn non nn n non nn nn nn nro nn nn non nn nn nn nn nro conos 2 12 Editing Oyo as taaan a 2 13 Viewing the User Account List ini 2 13 Editing User RSCOLO een ee ee ee ee ee ee ene ee ne ne ee eee eee ee 2 14 Contiourme ILL Permissions Tor Patrona 2 15 Editing Preferences for Generic USES isis int 2 16 EEN 2 16 Pate e 2 19 Setna Display Hide Search Source Te 2 20 ee Eege 2 21 cercano US RENO a 2 21 ee a AAA PP e A A ae ee 2 22 Nana Parton Cal td AA AA
11. Er DB O The Manage Reader Reviews screen Ston Out 1 Beturm to Searchng 1 statt A ele um User Admin MUN Lub Admin meses Splash Page Admin Help displays Manage Reader Reviews EAE eg Allow Display of Reader Reviews yes No 3 Use the Display Average Reader Display Average Reader Review Score on Brief Record C Yes No Review Score on Brief Record radio maen Ze e buttons to enable or disable display of A Ee User Reports Patron Reviews Mediated C Yes E No the Reader Reviews link and average Render Reviens AA E Reader Reviews score in brief EMS Search IP Ranges Enable Inappropriate Review Link records shown on the CBB di splay TEES Staff Email for Reporting Inappropriate Reviews Patron Groups Default User Password YOUR REVIEWS ARE IMPORTANT TO US e Select the Yes radio button to enable a o aa display of the Reader Reviews link and average Reader Reviews score Select the No radio button Made eran Reader Reviews View Reader Reviews Summary to disable display of the Reader COOCOO Oe EE Reviews link and average Reader Manage Reader Reviews Screen Reviews score Reviews Policy Statement these Guidelines 4 Use the Allow Display of Reader Reviews radio buttons to activate or deactivate Reader Reviews functionality on Full Record Displays e Select the Yes radio button to activate Reader Reviews functionality Select the No radio button to deactivate Read
12. Guide e Click the ILL Permissions link to modify ILL permissions for the user see Modifying ILL Permissions on page 2 5 for details e Click the AGCAT Permissions link to modify cataloging permissions for the user when using AGCAT see Modifying AGCAT Permissions on page 2 6 for details e Click the Web HLD Permissions to modify locations holdings permissions for the user when using AGent CAT Administration see Modifying Web HLD Permissions on page 2 8 for details e Click the Edit Translate Authority Preferences link to configure the authority validation hierarchy and enable or disable Translation functionality for the user when using AGent s optional Translate Authority module see Modifying Translate Authority Preferences on page 2 10 for details e Click the Statistics Permissions link to modify Statistics permissions for the user see Modifying Statistics Permissions on page 2 11 for details 4 When all desired changes have been made click the Submit button to submit your changes to the user record e The Edit User Account screen closes automatically 5 Repeat steps 2 through 4 to edit additional users AGent Windows Internet Explorer l loj x http demov2 agent auto graphics com Agent useracct asp myses 738638 cuid demow28 cusrwr pandora8Refre M PAC Staff e Regular PAC C Library SuperUser M ILL Staff IV CAT Staff M User Administrator M UDMM Admin M UDMM Notes I UDM
13. In from the Splash Page If your library has enabled the optional Splash Page feature your library s Splash Page displays when you access the system Getting Started 1 5 To login from the Splash Page 1 Click the Account Login button on the Splash Page e The Account Login screen displays Enter your user name in the Username text box Enter your password in the Password or PIN text box e Your password will display on the screen as a series of asterisks Click the Login button to submit your Login request Logging Off To prevent unauthorized access to staff features and functions you must exit User Administration and log off from AGent To exit User Administration User Administration User Guide Lier Splash Page Windows Internet Explorer sv JE http demov2 agent auto graphics com WelcomePages Login aspx cid demov28did demow2 Y s 11 Live Search Ei D fad El ge Page O To E Y A Big Sky Public Library Global Splash Page Quick Search vanced Searc COU August 29 2008 WELCOME TO MY LIBRARY See the Librarian if you need help opyright 1994 2008 Auto Graphics Inc All Rights Reserved III 7 _ internet Account Login Screen Click the Sign Out button on any AGent screen o The AGent Login screen displays If your library has enabled the Display Browser Home Page on Sign Out option the Home page for the browser from which you accessed AGent displ
14. News Start Barcode End Barcode Description 41100001792265 41100001792265 Mr Staff Repeat steps 1 through 4 to add additional barcodes To edit a current barcode range ds El 3 0 Internet Valid Barcode Ranges Screen R10 4 From the Valid Barcode Ranges screen click the Edit button for the barcode range you wish to edit The Edit Valid Barcode Range screen displays The screen is prefilled with the current values for the selected barcode range 2 Edit the Start Barcode End Barcode and Description as desired 3 Click the Submit button to submit your changes to the barcode range 3 4 Maintaining the User Database Cent User Administration User Guide e The Edit Valid Barcode Range screen closes automatically and the Valid Barcode Ranges screen refreshes to display your changes If you enter an improperly formatted or invalid barcode or if the Start Barcode is greater than the End Barcode an error message displays Re enter the Start Barcode and or End Barcode as appropriate 4 Repeat steps 1 through 3 to edit additional barcode ranges To delete a current barcode range 1 From the Valid Barcode Ranges screen click the Delete button for the barcode range you wish to delete e A confirmation dialog displays the message Are you sure you want to delete this record 2 Click the OK button to delete the selected barcode range Click the Cancel button
15. Starting IP Address and Ending IP Address text boxes III 1 Lag mene e To enter an IP address range enter Search IP Ranges Screen the desired starting IP address in the Starting IP Address text boxes enter the desired ending IP address in the Ending IP Address text boxes The Ending IP Address must be greater than the Starting IP Address You may use only the third and fourth bytes of the IP Addresses to specify an IP address range e g 208 193 118 1 to 208 193 119 255 e To enter a single IP address enter the desired address in the Starting IP Address text box 4 To limit your search by library code enter the desired library code in the Library Code text box You must enter a complete library code You may enter a single library code only e If desired you may use the Lookup feature to locate the code for the library for which you wish to search see Using Library Code Lookup on page 4 6 for details 5 To limit your search by user barcode enter the desired user barcode in the User Barcode text box You must enter a complete user barcode You may enter a single user barcode only e If desired you may use the Lookup feature to locate the barcode for the user for which you wish to search see Using User Barcode Lookup on page 4 6 for details 6 To display a list of all currently defined valid IP ranges leave all text boxes blank 7 Click the Submit button e The screen refreshes to display a list of al v
16. Use the Display to User and User Edit checkboxes to configure the User Record displayed to patrons or staff members using the My Account function e A checkmark indicates the associated option is selected an empty checkbox indicates the associated option is not selected Clicking a checkbox repeatedly will toggle it on and off e Select the Display to User checkbox for each field that will be displayed to patrons or staff members when viewing their User Record using the My Account function o The Include checkbox must be selected for any field for which you have selected the Display to User checkbox e Use the User Edit checkboxes to select the fields that may be edited by patrons or staff members when viewing their User Record using the My Account function o The Include and Display to User checkboxes must be selected for any field for which you have selected the User Edit checkbox 4 Use the Order menus to establish the order in which selected fields will be listed in the User Record e Each Included field must be assigned a unique Order display sequence number 5 The Default Labels fields show the default names for the associated User Record fields If desired use the Your Labels text boxes to specify a different name for the associated field 6 When all desired information has been entered click the Submit button to save your changes e The User Administration Welcome screen displays If you assign the same Order d
17. User Administration where to get help procedures for system Login and Logoff and how to change the Staff Login password Hardware Software Requirements AGent can be accessed by a Web capable PC 486 minimum or Macintosh using a conventional Internet account and a Java enabled Web browser such as Microsoft Internet Explorer version 5 5 minimum Netscape version 6 2 minimum or Firefox version 1 0 7 minimum No stringent hardware requirements are necessary to support AGent User Administration 1s available through appropriate Staff Login to AGent see Logging In on page 1 2 for details System Availability User Administration 1s available via AGent 24 hours daily Getting Help If you need help using User Administration contact Auto Graphics Help Desk by one of the following means voice 800 852 8686 5am 5pm Pacific Time email HelpDesk auto graphics com fax 909 595 5190 Before calling the Help Desk consider referencing one of the following sources of information e Online Help User Administration s HTML based Help displays in a separate browser window that you can view concurrently with your online session e The AGent News link in the Staff Menu on all staff screens is intended to be a source for helpful information and documentation From this link you can view the latest Release Bulletins Product Information Bulletins User Guides and News Items Configuring Your Browser for AGent When a browser is
18. changes e A confirmation dialog displays the message Your changes will not be applied until you log back in 6 Click the OK button on the confirmation dialog e The Favorite Search Resources screen closes automatically Setting Display Hide Search Source Options By default the Resources list shown on each AGent search screen lists a search sources available to a user through your library You can use the Display Hide Search Sources function to hide selected search sources in the Resources list for the generic patron and generic guest users Each time a user accesses AGent as an unauthenticated patron or as a guest all search sources you have selected to hide are not shown in the Resources menu of each AGent search screen To display or hide search sources gt AGent Windows Internet Explorer E 01 Sl E http demov2 agent auto graphics com Agent useracct asp myses 738638uid patron amp popup Vaw HT S amp cuid demov2e amp cusrvr pandora Bottom of Page Hide These Search Resources Bottom of Page L 1 Click the Display Hide Search Sources link at the bottom of the Edit User Account screen for the generic patron Ce 39 6 a TT My Library J Burlington County and Burlington J Sturgis Public Library or generic guest see Editing User T prs internal Revenue Service County Colege Libraries Verso Library 05 Otsego District E Y a 6 Canada Database 9 Canada s Digital Collection
19. close the confirmation dialog o The confirmation message REVIEW HAS BEEN SUCCESSFULLY DELETED displays Click the Close button to close the message The Reader Reviews screen refreshes with the selected review deleted To delete all reviews for the user e In the User Information field click the Delete ALL Reviews by This User link o A confirmation dialog displays the message Continue to Delete ALL Reviews by patron name e Click the OK button on the confirmation dialog to complete the deletions Click the Cancel button to cancel the deletions and close the confirmation dialog o The confirmation message REVIEWS HAVE BEEN SUCCESSFULLY DELETED displays Click the Close button to close the message The Reader Reviews screen refreshes with ALL reviews deleted Maintaining the User Database Cent User Administration User Guide Blocking and Unblocking Reader Review Privileges You can block any AGent user that has accepted your library s Reviews Policy Statement see the AGent User Guide for more information from submitting Reader Reviews You may also unblock currently blocked users To block Reader Review privileges 1 Access the Reader Reviews screen for the desired user see Accessing and Viewing Reader Reviews on page 3 8 for details 2 In the Patron Information field click the Block Unblock This User from Writing Reviews link e The Block Patron Review screen displays in a
20. demov2 agent auto graphics com Agent useracct asp myses 738638W TAP amp popup yeacuid demov2 amp cus Y 1 Use the Enable Translation checkbox to set Translate preferences for the user O T T Enable Translation e A checkmark indicates the user is N Authority Preferences for new_user enabled to use Translation o NOE Check to indicate which subject heading system you want to use for validation o An empty checkbox IT indicates the T 0 Library of Congress Subject Headings user is not enabled to use Priority Translation fo Library of Congress LC o National Library of Canada Name Authorities English CAE o National Library of Canada Name Authorities French CAF E Clicking the checkbox repeatedly Subject headings for children s literature KIDS will toggle it on and off IT 2 Medical Subject Headings MESH I 5 Canadian Subject Headings CSH Translation functionality is not T 6 Repetoire de vedettes matiere RVM currently implemented A Priority 2 Use the Subject Authority 600 65X O National Library of Canada Name Authorities Engish CAE Validation Hierarchy checkboxes to O atonalLibrary of Canada Name Authorities French CAF select the authority files you wish to use O enn of Congress Name Authorities LCA for subject validation I TT TEO internet Translate Authority Preferences Screen 2 10 Managing Users Cent User Administration User Guide e lt A checkmark
21. displays The Web HLD Permissions screen shows the permissions currently granted to the user when performing locations holdings maintenance functions using AGent CAT Administration see the AGent CAT Administration User Guide for details Web HLD Permissions determine the libraries for which the user can perform locations maintenance their library only selected libraries or all libraries You may change Web HLD Permissions as desired To modify HLD Permissions 1 Use the radio buttons to select the permissions you wish to grant to the user e Use the definitions below to determine whether a permission should be granted or denied for a given user Depending on the HLD Permissions currently granted to your library by the Customer SuperUser for your consortium or collective some permissions may not be available for assignment to library staff members Managing Users Lier User Administration User Guide HLD Permissions O Update Any HLD Can upload added edited deleted holdings locations information for any library Update List HLD Can upload added edited deleted holdings AGent Windows Internet Explorer i loj x http demov2 agent auto graphics com Agent useracct asp myses 738638w V CP amp popup yacuid demoyv2 amp cusr Y Holdings Maintenance Permissions for new_user HLD Permissions Update Any HLD Update Only My HLD Update List HLD locations information for mu
22. e From the User Administration menu select Patron Grou ps AGent Menu Windows Internet Explorer _ 5 xj de http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 738708 cuid demowZ Y 9 11 coogle Pir o The Patron Groups screen displays PR A E i W E e o The Patron Groups screen lists all ll currently defined Patron Groups for teen RPA Error your library and shows the current E Active status for each group listed Define Vad IP Ranges a either Yes the associated Patron SSES bk Reader Reviews fo ooo Group is active or No the associ a 7 1 Search IP Ranges 1999 ated Patron Group is not active mee a e From the Patron Groups screen you may Deut User Password select to AGent News Bar LL 3 0 Internet o Set the display sequence for Patron Groups Patron Groups Screen o View Patron Group statistics o Add anew patron group o Edit an existing patron group o Merge two Patron Groups into a single Patron Group o Print a copy of the Patron Groups list o Save a copy of the Patron Groups list to your local workstation o Email a copy of the Patron Group list to yourself or to another party Setting the Patron Group Display Sequence You can specify the order in which Patron Groups are listed in Patron Group menus throughout AGent Managing Users 2 27 2 28 User Administration User Guide Lier To set the display sequence
23. from writing reviews e The Reviews Written by This User field shows all currently active reviews written by the user If desired click a title link for any review to view all reviews for the title by all users e A listing of all reviews written for the title by al users displays in an additional browser window Click the X button in the upper right hand corner of the window to close the window 4 From the Reader Reviews screen you may choose to 5 e Delete a selected review or delete all reviews written by the user see Deleting Reader Reviews on page 3 10 for details e Block or unblock Reader Review privileges for the user see Blocking and Unblocking Reader Review Privileges on page 3 11 for details Click the Close button to close the Reader Reviews screen Deleting Reader Reviews You can selectively delete reviews written by any AGent user You may also choose to delete all reviews for a user To delete Reader Reviews 1 Access the Reader Reviews screen for the desired user see Accessing and Viewing Reader Reviews on page 3 8 for details To delete a selected review for the user e Locate the review you wish to delete e Click the Delete this review link for the review o A confirmation dialog displays the message Continue to Delete Review review name by patron name e Click the OK button on the confirmation dialog to complete the deletion Click the Cancel button to cancel the deletion and
24. installed on your workstation it is configured with a default set of preferences Some of these preferences must be modified to configure the browser for use with AGent You must verify the browser 1s properly configured to ensure full access to all features and functions available through AGent Refer to Product Information Bulletin AGent 009 Configuration Recommendations for Browsers and Firewalls for more information Configuring Your Popup Blocker AGent uses popup windows to display search results Help files and other information screens Popup blockers will prevent the display of these screens In order to access all features and functions available through AGent you must configure your popup blocker for operation with AGent Refer to Product Information Bulletin AGent 010 Using AGent with Popup Blockers for more information Getting Started 1 1 User Administration User Guide Logging In If the Splash Page has been enabled for your library see Logging In from the Splash Page on page 1 5 for login procedures Staff access to AGent is password protected You must provide a valid Username or Barcode and Password or PIN to log into AGent with staff privileges Some workstations within your library may be configured to provide generic patron access to AGent based on the IP address of the workstation If your library utilizes IP authentication for generic patron login and your workstation falls wit
25. page 3 12 for details e The message Pending Reader Reviews from User s shows the total number of pending Reader Reviews and the total number of users with pending reviews 3 To approve a selected pending review for a user e Locate the review you wish to approve e Click the Approve This Review link for the review 3 14 Maintaining the User Database Cent User Administration User Guide o The screen refreshes with the selected review removed from the pending list The review is now available for viewing in the AGent Search module 4 To approve all pending reviews for a user e Inthe User Information section for the desired user click the Approve All Pending Reviews by This User link o The screen refreshes with all reviews for the user removed from the pending list The reviews are now available for viewing in the AGent Search module 5 To delete a selected pending review for a user e Locate the review you wish to delete e Click the Delete This Review link for the review o A confirmation dialog displays the message Continue to Delete Review review name by patron name e Click the OK button on the confirmation dialog to complete the deletion Click the Cancel button to cancel the deletion and close the confirmation dialog o The confirmation message REVIEW HAS BEEN SUCCESSFULLY DELETED displays Click the Close button to close the message The Mediate Pending Reader Revie
26. search D AMICUS Ubrery amp Archives torso 22 000 carefuly reviewed resources E O V Ask com 7 v2 0 Demo Database including the top 5 percent in education sources available to you through TD Askoom ERA C Vessco medine i JP Athabasca University AB Canada a Vi Ee DO G Gale General Reference Center your library S 7 Athenaeum of Philadelphia Ni re Gold Atlantic City Public Library Bees rape 7 Proquont National News a TT S Awesome Library Awesome oO O Web Links Library organizes the Web with 22 000 carefully reviewed resources including the top 5 percent in education O A NEOS Library Consortium Catalogue AB Canada TT NJ Union List of Serials L Y Simon Fraser University BC Canada G Chaffey College Library Toronto Public Library blah Bloomsburg University e Databases are organized under source headings category groupings such as My Library Union Libraries Web Resources etc Source headings are shown in bold type and are indicated by a icon MT G Awesome Library Awesome Library organizes the Web with 22 000 carefully reviewed resources including the top 5 percent in education OT Reference Sites T Y Biblioth que nationale du Qu bec Montr al QC TS Awesome Library Awesome Library organizes the Web with 22 000 carefully reviewed resources including the top 5 percent in education TT NJ Union List of Serials T Top of Page Top of Page T Done TT 4 0 Internet 100 4
27. to Searching SIM User Admin upuu Admin SO TE Admin 1 Help Ss The Auto Graphics Inc Library Add a User Maintain RPA Error Codes Delete Obsolete Records Edit User Accounts Define Valid IP Ranges Configure User Record User Reports Reader Reviews Summary Valid Barcode Ranges Search IP Ranges Patron Categories Patron Groups Default User Password About AGent AGent News EE Location Name Starting IP Address fs MN 7 Ending IP Address Se n Library Code Lookup User Barcode Lookup To search ALL leave blank and click Submit Library Code Library Name IP Address MZB fne Auto Graphics Inc Library 208 193 119 201 to 208 193 119 255 MZB The Auto Graphics Inc Library 208 195 119 201 to 208 195 119 255 RICA A G Library 208 193 119 100 to 208 193 119 255 5 Select the location in which you wish to save the file 6 Click the Save button to download the file l Ef LL 0 nene Search IP Ranges Results Screen e Depending on your browser a status dialog may display while the file is being downloaded When the file has been downloaded a Download Complete message displays Click the Close button to close the status dialog User Administration User Administration User Guide THIS PAGE INTENTIONALLY LEFT BLANK 4 8 Lier User Administration 3201 Temple Avenue 3300 Bloor Street West Pomona C
28. A 2 23 Setting the Patron Category Display Sequence ooooooooconoooooooooooooononononnnnnnnnnonononononnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 2 24 Vie Wine PatronC ate cor y Stats OS aiii 2 24 Addie Parton Ale iii 2 25 Pine Patton CAOS ET EE E E 2 26 Mortine Paron EE NN Ee 2 26 Manasning Patron e 2 27 Setting the Patron Group Display SSQUE CE sais 2 27 Viewing Patron Group Statistics EE 2 28 Adde a Panon roU od 2 29 Edine PAG OO A e o E O E AEA EE 2 30 Moere ime Patron Ee EE 2 30 Table of Contents i User Administration User Guide Lier Printing Patron Category Group Parameters socia RRA aran aiii 2 31 Saving Patron Category Group Parameter ooooccccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnninininss 2 31 Emailing Patron Category Group Parameter 2 31 CHAPTER 3 MAINTAINING THE USER DATABAGL ccccssssssscssssssssssscccesssscssscsssssccssscesscsssssccsscessoceess 3 1 Defining Valid IP Ranges ac 3 1 Defining Valid Barcode Ranes asian 3 3 Mainta imine RPA Error Code iia idad 3 5 Amo a BOCE TE 3 5 Pomo ee GG i a R E R E E ee 3 6 Delinme Bock CodEp i a i OnE ONE eon OnE ART ee Oe 3 7 Delft TVA CH VC BE oda 3 7 Working with Reader Reviews 3 8 Accessing and Viewing Reader Reviews 3 8 Deleting Reader Reviews 3 10 Blocking and Unblocking Reader Review Privileges anna nana 3 11 Managing Reader Reviews 3 12 ads e Po ene ee ere ee mee ee ee ere 3 14 CHAPTER 4 USER ADMINISTRAT
29. ASS AA logs into AGent for the first time the Verty pennen O Permanent Password screen displays The user must provide a permanent password to complete the login process Auto Graphics Inc OS meme Permanent Password Screen 2 12 Managing Users ent User Administration User Guide It is recommended that only the password USERPASS or STAFFPASS by used as the default user password Use of any other password will not trigger display of the Permanent Password screen To set the default user password ER Go http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 73863 amp cuid demov2 Y 9 11 X oogle we de Ed El gt de y Page gt Gos O E DB eKO T 1 Beturm to Searching 1 start Men ee lm elm mee A User Admin MILES 1 Spiasb ON Help erop Feet EISES e The Set Default User Password E EEE Maintain RPA Error screen displays codes Delete Obsolete Records 1 From the User Administration menu select Default User Password Edit User Accounts Define Valid IP Ranges 2 Enter the desired default user password Configure User Record in the Default User Password text box Gen 3 Click the Submit button to save your changes Sg Default User Password About AGent The specified Default User Password will AGent Hews be applied to all new user records patron and staff that are created in the AGent User Administration module Ef La l
30. Authority Preferences are available only 1f your library has purchased the optional Translate Authority module When you add a new user and assign CAT Staff permissions see Adding a User on page 2 1 for details the Translate Authority Preferences screen displays automatically when you submit the new user record When you click the Edit Translate Authority Preferences link on the Edit User Accounts screen see Editing User Accounts on page 2 11 for details the Translate Authority Preferences screen displays Authority Preferences are used to configure the authority validation hierarchy for the user The authority validation hierarchy determines the order in which authority records are searched during authority control processing see the AGent Authority Translate User Guide for details The validation hierarchy may include records from sources such as the Library of Congress National Library of Canada Medical Subject Headings etc During authority control processing AGent searches authority records from the top of the validation hierarchy down until a match is found When a match for a bibliographic heading is found in an authority record at the top of the validation hierarchy the bibliographic heading is flagged as VALIDATED and the remaining authority records are not searched Translate Preferences are used to enable or disable Translation functionality for the user To modify Authority Translate H refe rences http
31. ION E 4 1 Configuring the User NRG MAA ege ege 4 1 EREECHEN 4 3 SA 4 4 Be ch UM TP a OS ster cess crests eee se dene ere sea ogc occ seed nes Ges sea eget occ eesti AE cep dee degen E 4 4 Using Library Code LO OID sccssssssscsaecantcasesadeessesnsteanentticenesaetcanesadeeeeqensbeanenhGecesesnbtcaneondeesqenoeeenenhbecesqnneeeanaondatess 4 6 Using User Barcode LOOK e rta 4 6 Saving E 4 7 ii Table of Contents Lier User Administration User Guide INTRODUCTION This User Guide is designed to provide a working understanding of the features and functions of AGent User Administration for authenticated systems Overview User Administration is an online application that provides administrative control over your library s database of authorized authenticated users both library staff and patrons Using User Administration you can e Add edit and delete users for your library or consortium e Generate user reports e Manage the user database The Web Interface The User Administration web interface 1s designed to provide a logical and efficient means of performing administrative functions The screens are structured to assist workflow and contain navigational links and expandable menus to provide single click access to administrative features and functions The User Administration Menu S AGent Menu Windows Internet Explorer Go Je http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 73863 amp cui
32. IP Address leave the Search for text box blank select the desired sort format from the in menu either Name or IP Address then click the Go button To add an IP range 1 From the Define Valid IP Ranges screen click the Add button E http demov2 agent auto graphics com agent useracct asp myses 738708W AIR amp cuid demov2e amp cusrvr pandor Y e The Add IP Range screen displays in an additional browser window Location Name 2 O O 2 Enter a name to identify the IP address i WO IE Ending IP Address E E ee range in the Location Name text box E e The Location Name may include both alphabetic and numeric characters The Location Name may be a maximum of 50 characters in Add IP Range Screen length including spaces La E Internet R100 3 Enter the desired IP address or address range in the Starting IP Address and Ending IP Address text boxes e To enter an P address range enter the desired starting IP address in the Starting IP Address text boxes enter the desired ending 1P address in the Ending IP Address text boxes The Ending IP Address must be greater than the Starting IP Address You may use only the third and fourth bytes of the IP Addresses to specify an IP address range e g 208 193 118 1 to 208 193 119 255 e To enter a single IP address enter the desired address in the Starting IP Address text box 4 Click the Submit button to add the specified IP address es to the list
33. Internet Set Default User Password Screen The default user password will display in the Password and Confirm Password or PIN fields of the Add a User Account screen see Adding a User on page 2 1 for details as a series of asterisks Editing User Accounts You can edit the user record for any current authenticated user for your library only You cannot change the Username or Barcode for a current authenticated user Viewing the User Account List The User Account List shows all current authenticated users for your library in alphabetic order by Name last name first and includes the User Name Name and User Type user group assignments for each user Disabled users are indicated by a red asterisk following the User Name From the User Account list you may choose to edit the record for a current authenticated user see Editing User Records on page 2 13 for details or delete an authenticated user from your library s database see Deleting Users on page 2 21 for details To view the User Account list w le a El liae G Tools O br DB A SORA EG OS OT MI Ma User Admin MILE SS Splash Page Admin Help AS A O E Inc Library E 9 5 Add a User Maintain RPA Error i Codes User Barcode or Last Name WP elect an Index I e The Edit User Account Search Belete obsolete Setect an index E 1 From the User Administration menu select Edit User Accounts User s Type All ha Screen displays Edt User Acc
34. Loan permissions for a given authenticated patron you must edit the permissions manually Managing Users 2 15 User Administration User Guide Lier To configure ILL permissions for patrons 1 From the User Account List see Viewing the User Account List on page 2 13 for details click the Username link for the user for whom you wish to edit ILL Permissions to edit ILL permissions for unauthenticated users select the Username patron e The Edit User Account screen displays in an additional browser window 2 Click the ILL Permissions link e The ILL Permissions screen displays in an additional browser window 3 Use the checkboxes to select the permissions you wish to grant to the user e Clicking the checkbox next to a permission will toggle it on and off A checkmark in the checkbox h indicates the user is granted the associated permission An empty checkbox indicates the user 1s denied the associated permission e To allow the user to submit borrow requests select the Originate borrow requests checkbox e To allow the user to submit copy requests select the Originate copy requests checkbox e To allow the user to track their in process ILL requests select the Patron request tracking checkbox 4 Click the Submit button on the ILL Permissions screen to save your changes e The ILL Permissions screen closes automatically 5 Click the Close button on the Edit User Account screen Editing Preferences for Generi
35. Locations Title LC Call Number Title Dewey Call Number Title Local Call Number Title URL or Relevancy Select the desired default display format for Full Record Displays from the Default Record Display Format menu either Card Labeled or MARC Enter the number of searches to be saved in the user s Search History in the Searches to save in History text box o You may specify to save from 0 to 50 searches Select the desired default Continuous Brief Browse display format from the Default Continuous Brief Browse Format menu either Thumbnail Format or List Format 3 Use the options in the Default Search Indexes field to configure search preferences for AGent 2 18 Select the desired default search method from the Select Default Search Method menu either Keyword Search Browse or Advanced Search o Your default search method determines the AGent search screen that displays when you initially login to AGent Select the desired default search index for Browse searches from the Default Browse Scan Index menu o The Default Browse Scan Index menu lists all indexes supported by your library s AGent system Select the desired default search indexes for Advanced Search searches from the Default Boolean Index 1 Default Boolean Index 2 and Default Boolean Index 3 menus o The Default Boolean Index 1 Default Boolean Index 2 and Default Boolean Index 3 menus list all indexes supported by your library s AGent system Indicate whethe
36. M Merge M Customer Superuser M Statistics lll Permissions AGCAT Permissions Web HLD Permissions Edit Translate Authority Preferences Statistics Permissions Username or Barcode agstaff Account Status Enable e IT is an Institution Password eeeeeee Confirm Password or PIN ELLIT Reminder Question Example What is my pet s name First Name acstTaFF F o Middle initial e CS rrti lt iC COOCOC C Y Last Name AGSTAFF_L o Address 1 3 Address 2 E EH City ee State Please Select y zo PS E Mail abc auto graphics com Home Phone AAA FAX rr SSN gt Mobile Phone Work Phone O Date of Birth A Notes Patron Category defaut zl Patron Group default gt Expiration Date r EA z R10 y Edit User Account Screen Configuring ILL Permissions for Patrons If your library participates in Interlibrary Loan you may wish to allow library patrons to submit ILL requests and to track the progress of their in process requests The generic patron account see About AGent Users on page 2 1 for details lets you enable or disable Interlibrary Loan permissions for unauthenticated patrons Additionally when you add an authenticated patron to your library s user database the patron automatically inherits the Interlibrary Loan permissions assigned to the generic patron If you wish to change the Interlibrary
37. NTAINING THE USER DATABASE User Administration lets you define valid IP ranges and or barcode ranges for authenticated access to AGent and to maintain RPA error codes You may also delete obsolete inactive users from the database Defining Valid IP Ranges If your library utilizes IP authentication you can use the Define Valid IP Ranges function to define the IP ranges for which generic patron access to AGent will be granted AGent Menu Windows Internet Explorer To view IP ranges Go Je http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 73870 amp cuid demov2z Y we de En El 3 gt Page gt Gok O br YA Sign Out Return to Searching DAN RI MN User Admin MILE SS Splash Page Admin Help 1 From the User Administration menu Een D D inc pos select Define Valid IP Ranges oe Previous Next e The Define Valid IP Ranges screen ii Location Name EXA D Define Valid IP Ranges East Branch 208 193 119 201 to 208 193 119 255 Delete displays The screen lists all Configure User Record North Branch 208 195 119 201 to 208 195 119 255 Delete currently defined IP Ranges for your eL library in alphabetic order by va eco Range Location Name If multiple IP SE addresses have been assigned the aaa same Location Name the IP a addresses with the same Location a a Name are sorted in numeric order Define Valid IP Ranges Screen e The screen shows the Location Name and IP Range for
38. PAC Staff o I ILL Staff o C Cat Staff o UA UDMM Admin o UM UDMM Merge o UN UDMM Notes o LS Library SuperUser o SA User Administrator Searching IP Ranges 4 4 The Search IP Ranges function lets you generate a listing of all libraries that have configured a specified IP range as valid using the Define Valid IP Ranges function You can search by location name IP address range library code and or user barcode You can also define a new valid IP range see Defining Valid IP Ranges on page 4 1 for details The Search IP Ranges function is available to Customer SuperUsers only User Administration Cent To search IP ranges 1 From the User Administration menu select Search IP Ranges e The Search IP Ranges screen displays 2 To limit your search by Location name enter the desired location name in the Location text box You may enter a complete or partial Location name User Administration User Guide AGent Menu Windows Internet Explorer 6 e E http testv32 wpbpl vers File Edit View Favorites Tools Help er Tools EF DB Submit Add Save Reset Close Help Location Name eae aes Starting IP Address d i z eeng Ending IP Address Sege a A Ez i A Library Code _Lookup User Barcode Lookup To search ALL leave blank and click Submit 3 To limit your search by IP address enter the desired IP address or address range in the
39. STAFFPASS when creating an account for a new user library patron or staff member When you log into AGent for the first time using the default password USERPASS or STAFFPASS you are prompted to provide a permanent password to complete the login process see Entering Your Permanent Password on page 1 5 for details On systems configured with the optional multiple language display feature the Select your Language menu is used only for guest logins to AGent You can use the My Preferences function to set the desired default display language for your account see the AGent User Guide for details 4 Click the Go button to submit your Login request e If your library provides access to third party databases that require cookies for authentication and your browser s Privacy Security settings are not sufficient to accept cookies from third party databases an advisory Cookie Settings message displays o If you wish to ensure access to third party databases that require cookies for authentication adjust your browser s Privacy Security settings as needed see the AGent User Guide for details then click the Continue link to complete your login o Ifyou do not wish to change your browser s Privacy Security settings click the Continue link to complete your login If you choose not to adjust your browser s Privacy Security settings searches of any databases utilizing cookie authentication will fail
40. a currently established IP ranges for your library 2 Use the Previous and Next links to view other pages of the list e The Previous and Next links are active only when the list of Valid IP ranges contains more than 20 defined address ranges 3 Use the Search for function to locate a specific IP Range in the list You may search for IP Ranges by Location Name or IP Address e Enter the desired Location Name or IP Address in the Search for text box o When searching the Valid IP Ranges list AGent reads the Search for term as a string of characters rather than as separate words reading each character from left to right You may enter either a partial or complete Location Name or IP Address as the search criteria e Select Name or IP Address from the in menu as appropriate e Click the Go button When searching by IP Address the list of Valid IP Ranges is automatically resorted in numeric order by IP Range o The Define Valid IP Ranges screen refreshes o Ifan exact match is located the first occurrence of the Location Name or IP Address as appropriate appears as the first entry in the list Maintaining the User Database 3 1 User Administration User Guide Cent o Ifan exact match is not located the first entry in the list which immediately follows the Location Name alphabetically or IP Range numerically as appropriate appears as the first entry in the list To resort the list by either Location Name or
41. alid IP ranges that match your search criteria If there are no matches to your search criteria the message No Libraries found displays e If desired click the Edit link for an IP range to edit the current values for the IP range see Defining Valid IP Ranges on page 3 1 for details e If desired click the Delete link for an IP range to delete the IP range see Defining Valid IP Ranges on page 3 1 for details e H desired you can save a copy of your search results to a file on your local workstation see Saving Search Results on page 4 7 for details User Administration 4 5 User Administration User Guide Lier Using Library Code Lookup If you are not sure of the Library Code for which you wish to search you can use the library code Lookup feature to locate the desired library code To use Library Code Lookup 1 Click the Library Code Lookup button on Search IP Ranges screen The Library Code Lookup screen BER displays in an additional browser 6 http testy32 wpbplwerso auto graphics comfagentilogin asp cid wpbpl e window This list shows the Library Code and Library Name for all libraries in your consortium or collective Library Code Verso V3 0 Test Syst e Click the Sort by Library Code SE est System button to sort the list alphabetically by Library Code West Palm Beach Branch B West Palm Beach Branch A e Click the Sort by Library Name button to sort the list alphabetically La e Inter
42. alifornia 91768 Toronto Ontario M8X 2X3
43. ary screen displays To view the User Report The User Report provides the following information AGent Windows Internet Explorer na http demov2 agent auto graphics com agent reports asp myses 751748wf m8w GRU amp cuid de Y we le Em A leae O Tools D DD O Library Code The unique library code User File Print Text Format for the library of which the associated User Name Password User Id First and Last Name Last Activity Group ID Patron Group user is a member This field is shown Y UN ie Se only for reports in which Library Code mt oid 5 1262006 E All was selected during report setup pemes fied 20 222007 pacstaff 23 E KR LS ST fre 12 2 2 2007 LS SA ST e User Name The unique username fe El 18 2006 LS 1 C ST assigned to the patron or staff member a ert Deeg bobsmith Bed 3307 29 2 P Idoctest fred 12 i 15 2 S LS L C SA ST e Password The current password for E Sean TES EMS the associated user joe oe jpac jpac Zeg fred E L e User ID The system assigned user CCC identification number for the associated user Typical User Reports Screen e First and Last Name The user s first and last name last name first name middle initial e Last Activity The most recent date on which the user logged into AGent e Group ID The Group ID s to which the user is assigned as follows o P Patron o A
44. atron 966 38TH STREET 321 228 6482 1801 SOUTH FLAGLER 561 653 9796 DRIVE 41100001815132 SMITH ALTHEA V Patron 1560 WINDORAH WAY 561 697 8615 41100001926976 SMITH ALWIN Patron 430 10TH STREET 561 396 4530 41100001613255 SMITH ANDREA M Patron 835 SANCTUARY COVE DRIVE 561 630 4069 41100001915171 SMITH ANNE M Patron 2800 GEORGIA AVE 561 838 9447 41100001625838 SMITH ANTHONY Patron 1065 W 9TH ST 881 8121 La Internet User Account List e The Lookup a User screen closes and the selected User Name is entered in the User Barcode text box on the Search IP ranges screen automatically Saving Search Results You can save a copy of the list of valid IP ranges to a file on your local workstation To save search results 1 Use the Search IP Ranges function to generate a list of valid IP ranges see Searching IP Ranges on page 4 4 for details 2 Click the Save button on the Search IP Ranges Results screen e A File Download dialog displays 3 Click the Save button on the File Download dialog e A standard Save As dialog displays 4 Enter a name for the file in the File Name text box AGent Menu Windows Internet Explorer sv E http demovy2 agent auto graphics com AgentMenu AGentMenu aspx myses 751748xcuid demowZ Y we de Ed El gt EE gt Page Gok gt O E YA 10 x Ston Out 1 Betum
45. ays when you sign out of AGent Getting Started Cent User Administration User Guide Chapter 2 MANAGING USERS AGent s User Administration module lets you add edit or delete authenticated users within your library s database This chapter provides the procedures to e Add anew authenticated user to the database e Edit the user account for an existing authenticated user e Delete an existing authenticated user account About AGent Users AGent can be accessed by three types of users guests patrons and library staff Guest users are unauthenticated users who access your library s AGent system via the Internet from outside the library Guests are generally offered a limited set of search resources see the AGent PAC Administration User Guide for more information cannot submit Interlibrary Loan requests and are not granted access to AGent s My Account feature see the AGent User Guide for more information Patron users can be either unauthenticated or authenticated Unauthenticated patrons are users who access your library s AGent system from an IP authenticated workstation inside the library without providing login credentials Username or Barcode and Password or PIN Authenticated patrons are users who access your library s AGent system from either inside or outside the library and provide valid login credentials Patrons are generally offered an expanded set of search resources see the AGent PAC Administration User Guide f
46. braries in your consortium or collective CC AGent Windows Internet Explorer o Click the Sort by Library Code button to sort the list alphabetically by Library Code o Click the Sort by Library Name button to sort the list A alphabetically by library name o b RMC A G Library O Click the Library Code for a Seen EE Ser T Ge to X Gs 2157 Aberdeen City Council Schools Library Service egen ge s AEE ECE CONE 2022 Aberdeen City Libraries is automatically added to the list Select additional codes as SE desired 2056 Aberdeen University 2030 Aberdeenshire Library amp Information Service o When all desired libraries have EE EE been selected click the Close ae EEE button to close the Library Code PATATA gp Onee Ao y Lookup window and return to the CAT Permissions screen Library Code Lookup Screen 3 When all desired changes to CAT Permissions have been made click the Submit button to save your changes Modifying Web HLD Permissions Web HLD Permissions are available only if your library has purchased the optional CAT Administration module When you add a new user and assign CAT Staff permissions see Adding a User on page 2 1 for details the Web HLD Permissions screens display automatically when you submit the new user record When you click the Web HLD Permissions link on the Edit User Accounts screen see Editing User Accounts on page 2 11 for details the Web HLD Permissions screen
47. by This User One more for the road a new short story collection Bradbury Ray Default User Password O U se r N a m e a The us ername Or About AGent The Auto Graphics Inc Library tort Highly recommended barcode of the user AGent News Date Added 11 6 2008 12 46 30 PM Date Last Updated 11 6 2008 12 46 30 PM O Pat ro n N am e The name of the Bradbury s shot story work is almost always his best A must read for fantasy fans us er Approve This Review Delete This Review T LLL cd 1 nene 100 o Screen Name The screen name most recently entered by the user when submitting a review Mediate Pending Reader Reviews Screen o Blocked Indicates whether or not the user is currently blocked from writing reviews either Y user is blocked from writing reviews or N user is not blocked from writing reviews o Last Block Reason The reason the user has been blocked from writing reviews e The Pending Reviews Written by This User field shows all pending reviews written by the user o If any previous reviews for the user were subsequently reported as inappropriate these reviews are also included in the pending queue preceded by the notation INAPPROPRIATE REVIEW Inappropriate reviews are included in the pending queue only if your library has selected the Enable Inappropriate Review Link Yes radio button on the Manage Reader Reviews screen see Managing Reader Reviews on
48. c Users 2 16 Agent is configured with generic patron and generic guest user records These records let you configure a number of system defaults for unauthenticated users that access your library s AGent system as either a generic patron or as a guest In addition to the editing functions available with all user records see Editing User Accounts on page 2 11 for details you may also edit the generic patron and generic guest user records to e Set general user preferences e Set favorite search sources e Set display hide search source options Editing User Preferences The Edit Preferences feature lets you easily configure a number of system options for the generic patron or generic guest user You may also add up to five Web Links to the Resources menu for the users The Edit Preferences feature is accessed from the Edit User Accounts screen for the desired user Depending on the configuration of AGent for your library or consortium some options may not be available To edit user preferences 1 Click the Edit Preferences link at the bottom of the Edit User Account screen for the generic patron or generic guest user see Editing User Records on page 2 13 for details Managing Users User Administration User Guide Lier e The User Preferences screen for the associated user displays in an additional browser window gt AGent Windows Internet Explorer
49. creen Be sure to select the Patron Categories you wish to merge in the correct order Patrons associated with the Patron Category selected in the Edit patron with Category menu will be reassigned to the Patron Category selected in the Change to Patron Category menu 2 26 Managing Users Cent User Administration User Guide e The Patron Categories screen refreshes to reflect your changes If the merged Patron Category selected from the Edit patrons with Category menu will no longer be used by your library set the status for the Patron Category to inactive Managing Patron Groups AGent provides two options for classifying library patrons Patron Categories and Patron Groups e Patron Categories is an optional feature used with ILL Request Limits Patron Categories lets you create one or more categories to which patrons may be assigned Each category is designated an ILL Request Limit the maximum number of active ILL requests allowed for a patron assigned to the category through the ILL Administration module Library patrons are assigned to Patron Categories through the User Administration module e Patron Groups lets you create one or more groups to which users may be assigned for accessing resources Access to specific resources can be limited to only those users associated with a given group Linking Resources to Patron Groups is accomplished through the PAC Administration module To access patron groups
50. d demov2 Y The User Administration menu provides lS Al RSE et Mi ale access to features and functions related to administration of your library s database of authenticated users To access the User Administration menu 1 Click the Staff Menu button on any screen in the AGent Search interface e The Staff Menu screen displays User Administration Define Valid IP Ranges Configure User Record User Reports Reader Reviews d Summary Comments Feedback Valid Barcode Ranges Search IP Ranges Patron Categories Patron Groups Default User Password About AGent AGent News III Lag meme User Administration Menu 2 Click the User Admin button to display the User Administration menu If User Administration 1s your default login mode the User Administration Welcome screen displays automatically when you select Staff Menu from the AGent Search interface refer to the AGent User Guide for information on configuring your default login mode 3 The User Administration menu provides access to the following options e Adda User Lets you add a new authenticated user patron or staff member to your library s user database see Adding a User on page 2 1 for details e Maintain RPA Error Codes Lets you define block codes provided by your library s remote ILS that will prevent patron access to AGent see Maintaining RPA Error Codes on page 3 5 for details Introduction 1 User Administration Us
51. demow28x Y e Click the icon next to the Statistics Menu heading to view a hierarchical listing of all submenus features and functions available within the module 7 Statistics Menu IT E ILL Statistics Reports And Download Click the next to the Statistics Menu T CONTU Copyright Tracking Reports heading to close the listing Database Statistics Database Index Stats o Click the next to a submenu name DO Database Fist Stats to view a hierarchical listing of all T system Activities features and functions available as 4h Graphi isti within the submenu Click the CS 7 Graphical WebStats icon next to the submenu name to PE close the listing I AGentNews e Permissions granted to the current user are indicated by a checkmark next to Statistics Permissions Screen the permission name e Use the checkboxes associated with each submenu feature and function to grant or deny access to the function A checkmark Iw indicates the user is granted the associated permission an empty checkbox indicates the user is denied the associated permission o To grant a user access to a submenu feature or function within the Statistics module you must select the Statistics Menu checkbox To grant a user access to a feature or function within a given submenu you must select the checkbox for the associated submenu e Use the following definitions to determine whether a permission should b
52. display shown to authenticated users via the My Account function see the AGent User Guide for more information To configure the default user record form The default user record form is used by all libraries within a consortium or collective The form cannot be modified by individual libraries The Language function on the Configure lox User Record screen is available only for e3 SE coo de de gt By She Ep Page Op Tools br DB those libraries consortia or collectives that have purchased AGent s optional multi ce language functionality ee a er SE ini 1 Sree UN KR Password Password 1 From the User Administration menu a a E aa TON see The User Administration Menu on EE a IS E page 1 for details select Configure z Fleig Lasi nane LastName Valid Barcode Ranges 6 yIiM M v Address 1 address 1 User Record Search IP Ranges HE Vivi Ww Address 2 address 2 Patron Categories 8 YIM IMI City City Patron Groups a d VIIN State Sate e The Configure User Record screen veta userpasswora ay e gt Zp About AGent DE Country Country displays The screen lists 18 data Se ge CHE Home Phone Home Phone FAX Fx o Patron Group Patron Group Patron Category Patron Category SSN SSN Mobile Phone Mobile Phone Work Phone Work Phone Expiration Date Expiration Date Notes Notes Date of Birth Date ofBinh III ed nene 100 4
53. dministration User Guide for more information To view barcode ranges e From the User Administration menu select Valid Barcode Ranges o The Valid Barcode Range screen displays The screen lists all currently defined Barcode Ranges for your library in numeric order o The screen shows the Start Barcode and End Barcode for all currently established barcode ranges for your library o The Description column shows the institution name or other identifier with which the barcode range 1s associated Maintaining the User Database 3 3 ent User Administration User Guide To add a barcode range AGent Menu Windows Internet Explorer 1 From the Valid Barcode Ranges screen click the Add button A e E http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 73870 amp cuid demovz Y Zell oogle we le y El gt E Page O Tools br DB e The Add New Valid Barcode Range screen displays ADO NEW VALID BARCODE RANGE EA Add a User Maintain RPA Error Start Barcode Delete Obsolete Records End Barcode Edit User Accounts Description 2 Enter the desired barcode or barcode range in the Start Barcode and End ence Barcode text boxes ee Valid Barcode Ranges Define Valid IP Ranges Auto Graphics Inc Configure User Record Auto Graphics Inc Search IP Ranges Patron Categories e To enter a barcode range enter the desired starting barcode in the Start Barcode t
54. do not save your login information to a cookie Once your login information has been saved to a cookie on your workstation the Authenticated User Login screen will display each time you access AGent Click the Begin button to login using the saved login data If you choose to login as a different user the cookie containing your current login data will be overwritten with the new login data To login to AGent 1 On the Login screen enter your library name in the Library text box as necessary e By default the system will prefill the library name for your library If desired you may use the Lookup feature to locate the code for the library to which you wish to login see Using Library Code Lookup on page 1 4 for details AGent Windows Internet Explorer e e http demov2 agent auto graphics com agent login asp cid demov2a amp id MZB w le Em El e y pave O Tos Y A Big Sky Public Library spe Men es y Click REECH to start searching OR Click SSES to search and use MyAGent features Auto Graphics Inc III TT internet Login Screen Getting Started Cent User Administration User Guide 2 Enter your user name in the Username or Barcode text box 3 Enter your password in the Password or PIN text box e Your password will display on the screen as a series of asterisks In some cases libraries may assign the default password USERPASS or
55. e catalog Maintaining the User Database 3 15 User Administration User Guide Lier 8 If desired you can use the Block Unblock this user from writing reviews link for a selected user to block the user from submitting Reader Reviews or to unblock a currently blocked users see Blocking and Unblocking Reader Review Privileges on page 3 11 for details The Mediate Pending Reader Reviews screen also provides links allowing you to Manage Reader Reviews see Managing Reader Reviews on page 3 12 for details or View Reader Reviews Summary see Accessing and Viewing Reader Reviews on page 3 8 for details 3 16 Maintaining the User Database ent User Administration User Guide Chapter 4 USER ADMINISTRATION In addition to the standard features and functions available to all User Administrators Customer SuperUsers can use AGent s User Administration module to maintain the default user record form and to generate user database reports for a selected library or for all libraries within a consortium or collective This chapter provides the procedures to e Configure the default user record form e Generate user reports e Search IP Ranges Configuring the User Record Agent s User Record is comprised of up to 18 preset data fields The Configure User Record function lets you establish the specific fields you wish included in the user record determine the order in which the selected fields are displayed and configure the User Record
56. e granted see Defining Valid Barcode Ranges on page 3 3 for more details The Valid Barcode Ranges function is available only to User Administrators that are also granted Library SuperUser permissions see the AGent PAC Administration User Guide for more information e Search IP Ranges Lets you generate a listing of all libraries that have configured a specified IP range as valid using the Define Valid IP Ranges function see Searching IP Ranges on page 4 4 for details The Search IP Ranges function is available only to Customer SuperUsers e Patron Categories The Patron Categories function is associated with the optional ILL Request Limits feature see the AGent ILL Administration User Guide for more information that lets you create and maintain one or more Patron Categories to which patrons may be assigned for the purpose of restricting the number of ILL requests a patron may have active at any given time see Managing Patron Categories on page 2 26 for details The ILL Request Limits feature 1s optional and may not be enabled for all systems e Patron Groups The Patron Groups function provides an additional level of control over access to specific resources Patron Groups lets you create and maintain one or more Patron Groups to which patrons may be assigned see Managing Patron Groups on page 3 27 for details Once created access to selected Resources can be restricted through the PAC Administration module to only t
57. e granted or denied for a given user Managing Users 2 11 User Administration User Guide Lier Semer tn SSS Allows the user to view the ILL Statistics submenu User may be selectively granted permissions for the following functions Reports and Download Allows the user to generate ILL activity reports borrowing activity lending activity net activity and download request records and or lender response records CONTU Copyright Allows the user to generate reports related to Copyright Tracking Tracking reports Database Statistics Allows the user to view the Database Statistics submenu User may be selectively granted permissions for the following functions Database Index Stats Allows the user to view and download general statistics index statistics qualifier statistics and holdings statistics for the Union catalog Database Field Stats Allows the user to view general information related to the number of bibliographic and locations holdings record in your library s AGent VERSO database and detailed MARC Field statistics for the entire database for your library Locations Collections Allows the user to view the number of items in your AGent VERSO database that are associated with a selected library branch or collection Locations Collections statistics are available for AGent VERSO systems only System Activities Allows the user to view summary information related to your library s AGent system for a specified report pe
58. east one Group ID for the user Last Name Address 1 Address 2 IN City SE Please Select y e Select either the Patron or the Staff radio button E Date of Birth o Patron User can access wr oe AGent as an authenticated ee Ee library patron see the AGent Se Enable E User Guide for details TTT ab 1 internet o Statt User can access AGent Add a User Account Screen as an authenticated staff member with access to one or more staff modules A user can be either a patron or a staff user A user cannot be both a patron and a staff user e For Staff users use the Group ID checkboxes and radio buttons to select one or more staff modes to which the user will be granted access A description of each available staff mode 1s provided below Goin TI Deseription O S User can view Database Statistics via the Statistics module User must also be assigned to the Statistics Group ID PAC Staff Regular PAC User can access all standard administrative functions within the AGent PAC Administration module see the AGent PAC Administration User Guide for details Library SuperUser User can access all standard administrative functions within the AGent PAC Administration module can manage Valid Barcode Ranges can view the Z39 50 Transaction Error Log see the AGent PAC Administration User Guide for details and can configure ILL Pick Lists see the AGent ISO ILL Administration User Guide for detai
59. ecords from your library s user database to define valid IP ranges for IP authenticated systems to define valid barcode ranges for access to barcode authenticated databases and to maintain remote patron authentication RPA error codes for systems utilizing remote patron authentication Optional Features AGent is modular in design and offers libraries a high degree of flexibility in configuring the system to suit the specific needs of their patrons and staff members The basic AGent search module can be enhanced by adding staff level functionality to support User Administration and user authentication PAC Administration Cataloging Union Database Management Statistics ILL Administration and or Splash Page Administration Additionally a number of optional features and functions are available within each AGent module This manual provides instructions covering all features and functions available through AGent User Administration Depending on the specific configuration of AGent for your library some features and functions may not be available to you For information on enabling optional features and functions for your library contact Auto Graphics Sales and Marketing Introduction 3 User Administration User Guide Lier THIS PAGE INTENTIONALLY LEFT BLANK 4 Introduction Lier User Administration User Guide Chapter 1 GETTING STARTED This chapter identifies the hardware and software necessary to access and operate AGent
60. ed users for your library only You cannot delete the generic patron or generic guest users To delete a user 1 Access the User Account list and locate the user for whom you wish to delete the user record see Viewing the User Account List on page 2 13 for details 2 Click the Delete button for the desired user e The message Continue to Delete Username displays 3 Click the OK button to delete the user Click the Cancel button to cancel the deletion and return to the Select User Account list e The User Account list refreshes with the deleted user removed from the list 4 Repeat steps 2 through 3 to delete additional users Generating User Reports The User Reports function lets you generate a customized listing of authenticated users for your library based on the criteria you specify Reports may be displayed on screen or downloaded as a tab delimited file to a local workstation Customer SuperUsers may generate user reports for any single library in the consortium or collective or a combined report for a libraries in the consortium or collective see the AGent Customer SuperUser User s Guide for details To generate a user report 1 From the User Administration menu select User Reports Managing Users 2 21 User Administration User Guide ent e The User Reports screen displays Ci AAA we de thy E o Page Gis E DB o The Library Code field shows the sign Out Return to Searc
61. een click the Stats button Pret save Ema Close Hei Date 10 18 2008 No G Status Staff Patron Stats o The Patron Group Statistics screen a e displays in an additional browser eeh EE po y 7 ER doctest2 Active No No 0 window The date on which the a Leen Active Yes No o statistics report was requested 1s O aes eg Se e a 6 staff2 Active Yes No 0 shown at the top of the screen 7 Lem inactive No No 0 8 ff i No Yes 0 The Patron Group Statistics screen Avto Grephics Inc provides the following information f Ly Internet E 100 o No the sequence number of the Patron Group Statistics Screen associated Patron Group o Group the name of the Patron Group o Status the current status of the associated Group either Active or Inactive o Staff A Yes No value indicating whether the Group is available to staff o Patron A Yes No value indicating whether the Group is available to patrons o Stats the total number of users patrons and staff currently assigned to the associated Group If desired you may o Print a copy of the Patron Group statistics report o Save a copy of the Patron Group statistics report to your local workstation o Email a copy of the Patron Group statistics report to yourself or to another party Managing Users Cent User Administration User Guide e Click the Close button to close the Patron Group Statistics screen and return to the Pat
62. er Guide Lier e Delete Obsolete Records Lets you delete obsolete user records from your library s user database see Deleting Inactive Users on page 3 7 for details e Edit User Accounts Lets you edit or delete an existing user record in your library s user database see Editing User Accounts on page 2 11 for details e Define Valid IP Ranges Lets you define valid IP ranges for workstations within your library through which generic patron access to AGent will be allowed see Defining Valid IP Ranges on page 3 1 for details e Configure User Record Lets you configure the content and arrangement of the default user record for your consortium or collective see Configuring the User Record on page 4 1 for details The Configure User Record function is available only to Customer SuperUsers e User Reports Lets you generate database reports for your library s user database see Generating User Reports on page 2 21 for details Customer SuperUsers may generate user database reports for any library in a consortium or collective see Generating User Reports on page 4 3 for details e Reader Reviews Summary Provides a means of managing book reviews created by library patrons and or staff members through the AGent Search module see Working with Reader Reviews on page 3 8 for details e Valid Barcode Ranges Lets you specify the valid barcode range s for which access to barcode authenticated databases will b
63. er Reviews functionality e When Yes is selected the Reader Reviews button will be shown on the Full Record Display for any item retrieved from your library s AG catalog s 5 Use the Allow Staff to Write Reviews and Allow Patrons to Write Reviews radio buttons to permit or deny the ability to write reviews based on user type e Select the Yes radio button to permit users of the associated user type to write reviews Select the No radio button to deny users of the associated user type the ability to write reviews e When No is selected for a user type users of that type may view reviews written by others but may not contribute reviews of their own 3 12 Maintaining the User Database Cent User Administration User Guide 10 11 Use the Staff Reviews Mediated and Patron Reviews Mediated radio buttons to require that reviews submitted by the associated user type must be reviewed and approved by library staff prior to being made available for viewing through the Search module e Select the Yes radio button to require review and approval of reviews submitted by users of the associated user type Select the No radio button to allow reviews submitted by users of the associated user type to be made available for viewing without review and approval Use the Allow Reviewer Screen Names radio buttons to establish whether or not users may identify themselves by adding a screen name to their reviews e Select the Yes radio button
64. ers 2 1 User Administration User Guide ent The content and arrangement of the User Record is customer selectable see the Agent Customer SuperUser User s Guide for details Depending on the specific configuration of AGent for your library or consortium some User Record fields may not be available 1 From the User Administration menu select Add a User S AGent Menu Windows Internet Explorer Go Je http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 73863 amp cuid demov2 Y 9 11 X coogle w de fp El gt E Page G Tools br DB e The Add a User Account screen Sign Out Return to Searching statt menu in mu Admin Cat en vota Admin displays The Library field shows Biereg the library code for the library to stn PA Eror which the new user account will be E Os added Seed SE E Car 2 Assign the user to one or more desired Reader Reviews EE user groups using the Group ID Ce SS checkboxes and radio buttons Ee EE e Zeen EES TT Statistics Y ou must assign the user to at least one user group If you do not assign the user to at least one Group ID a dialog displays the message Please select at Username or Barcode TI Password 25 Confirm Password or PIN a Reminder Question Example What is my pet s name First Name Middle Initial least one Group ID when the record 1s saved Click the OK button on the dialog to close the message and select at l
65. es block codes for your library Patron Categories 2 Click the Add Code button About AGent one eat C le nene e The Edit Block Codes screen o displays in an additional browser Maintain RPA Error Codes Screen window BER i http Idemow2 agent auto graphics comfagentfuseracct asp myses 738708w ABC8wf m xcuid demow2t cusrwr Y ee ae O E EE patron block in the Code text box Message mmm e Sa La E Internet 4 Enter the message you wish to be displayed to patrons who are blocked from authenticated access to the system Edit Block Codes Screen as a result of the associated Code in the Message test box 5 Select the desired unauthenticated login mode for patrons who are blocked from authenticated access to the system as a result of the associated Code from the Mode menu either Guest or generic Patron 6 Click the Submit button to add the block code to your library s AGent database Click the Cancel button before submitting to cancel the addition e The Edit Block Codes screen closes automatically and the Maintain RPA Error Codes screen refreshes to display the added code 7 Repeat steps 2 through 6 to add additional codes Editing Block Codes You can edit an existing block code for your library To edit a block code 1 From the User Administration menu select Maintain RPA Error Codes e The Maintain RPA Error Codes screen displays e The Maintain RPA Error Codes screen lists all c
66. ext box enter the desired Ss ending barcode in the End Barcode text box Patron Groups Default User Password El II Ca 1 nene E 100 Y 4 Add New Valid Barcode Range Screen The End Barcode must be greater than the Start Barcode e To enter a single barcode enter the same barcode in both text boxes 3 Enter the name of the institution or other identifier with which the barcodes are associated in the Description text box e The Description may be a maximum of 50 characters including space 4 Click the Submit button to add the specified barcode s to the list of valid barcodes for your library AGent Menu Windows Internet Explorer i loj x Go http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 73870 amp cuid demov2 Y 44 oogle Arde Gras Or ED 3 5 e The Add New Valid Barcode Range ES screen closes automatically and the Valid Barcode Ranges screen refreshes to display your changes If you enter an improperly formatted or invalid barcode or 1f the Start Barcode is greater than the End Barcode an error message displays Re enter the Start Barcode and or End Barcode as appropriate Maintain RPA Error Delete Obsolete Records Edit User Accounts Define Valid IP Ranges Configure User Record User Reports Reader Reviews Summary Valid Barcode Ranges Search IP Ranges Patron Categories Patron Groups Default User Password About AGent AGent
67. fthe Update List Bib or Update List HLD option is selected for either the Bib Permissions or HLD Permissions enter the library codes for which the user may perform database updates in the Library List text box If your library has been granted Update Any Bib or Update Any HLD permissions see the AGent Customer SuperUser User Guide for details the Library List option is available If your ibrary has been granted Update List Bib and Update List HLD permissions only the Library List field is read only and contains the library codes for which you library is authorized to perform cataloging maintenance functions as established by the Customer SuperUser for your consortium or collective AGent uses the same Library List for both the bibliographic update permission and the holding update permission when the by Library codes option is selected You cannot specify a different Library List for bibliographic and holding update permissions e Enter the library codes for the libraries for which the user may perform database updates in the Library List text box Separate multiple library codes with commas DO NOT use spaces in the Library List e If desired click the Lookup button to use the Lookup feature to locate the desired Library Codes Managing Users 2 7 2 8 User Administration User Guide Lier o The Library Code Lookup screen displays in an additional browser window This list shows the Library Code and Library Name for a li
68. g AGent queries the AGent database for login to the system The granting or denying of authenticated access 1s accomplished in a manner similar to that described above The Maintain RPA Error Codes function lets you define which patron error codes returned in the patron record from the remote ILS user database will result in a patron being blocked from authenticated access to AGent You may also provide a text message to be displayed to blocked users and to determine the appropriate unauthenticated access mode for blocked users either Patron or Guest You must know the specific error codes returned by your library s ILS in order to use the Maintain RPA Error Codes function Adding a Block Code You can add a new block code to your library s database Maintaining the User Database 3 5 User Administration User Guide Lier To ad d a b OC k cod e x AGent Menu Windows Internet Explorer EAT http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 738708 cuid demowZ Y ES E w e A gt e Page O To E DD 1 From the User Administration menu select Maintain RPA Error Codes en Te Auto Graphics S adacode Code e The Maintain RPA Error Codes SE Se RK screen displays cite Your privileges have been suspended Please contact your local branch staff for assistance Patron e The Maintain RPA Error Codes See screen lists all currently defined Valid Barcode Rang
69. g into AGent or Enable account is active user can log into AGent The default selection for Account Status is Enable 15 Ifthe user account will be used simultaneously by multiple users select the Is an Institution checkbox The Is an Institution feature allows an authenticated user to be identified as an institution a single entity that 1s used to validate one or more individuals affiliated with that institution Managing Users Cent User Administration User Guide 16 When all desired information for the user has been entered click the Submit button to add the new user to your library s database e The status message User Username added displays If you assigned the user to the ILL Staff CAT Staff and or Statistics groups s a permissions screen displays when you submit the record Modify ILL Permissions CAT permissions Authority Translate preferences and Statistics Permissions as appropriate see Modifying ILL Permissions on page 2 5 Modifying AGCAT Permissions on page 2 6 Modifying Web HLD Permissions on page 2 8 Modifying Translate Authority Preferences on page 2 10 or Modifying Statistics Permissions on page 2 11 as appropriate for details If you assigned the user to the Patron group 1t may be necessary to edit the ILL permissions for the user see Configuring ILL Permissions for Patrons on page 2 15 for details 17 Click the OK button on the status message to close the message and return
70. graphic records in a union database see the AGent UDMM Administration User Guide for details User can access the Statistics module to view Database Statistics user must also be assigned to the Staff User Group ID and or ILL Statistics user must also be assigned to the ILL Staff Group ID Initially the user is not granted access to any specified statistics report When you save the record you are given the opportunity to select the specific statistics reports to which the user will be granted access see Modifying Statistics Permissions on page 2 11 for details o A checkmark indicates the user is assigned to the associated user group o An empty checkbox indicates the user is not assigned to the associated user group o Clicking a checkbox repeatedly will toggle it on and off 3 Enter a name for the new user in the Username or Barcode text box e The Username or Barcode can contain any combination of alphabetic and or numeric characters and the underscore character _ Do not include spaces in the Username or Barcode Each user must be assigned a unique Username or Barcode If you attempt to add a user with a Username or Barcode that already exists in your library s user database the message This Username has already been used Please use another displays at the top of the screen when you save the user record 4 Enter a password for the new user in the Password and Confirm Password or PIN text boxes e The Passw
71. he Lookup feature to locate the desired Library Codes o The Library Code Lookup CC AGent Windows Internet Explorer i E http demow2 agent auto graphics cor pAgent useracct asprmyses 30 lol x A Testing Library y Se AGEI A Testing Library screen displays in an additional Seng RMC A G Libr browser window This list ae shows the Library Code and al Sey Library Name for a libraries in your consortium or collective Aberdeen City Council Schools Library Service Aberdeen City Libraries o Click the Sort by Library Code aoe eee button to sort the list as ee alphab etically by library code 2030 Aberdeenshire Library amp Information Service PENN Academic University Library o Click the Sort by Library Name VIRAGO AGent RS Library button to sort the list Yr TP PT Ce l internet ano y alphabetically by library name Managing Users Library Code Lookup Screen 2 9 User Administration User Guide Lier o Click the Library Code for a library you wish to add to the Library List The selected code is automatically added to the list Select additional codes as desired o When all desired libraries have been selected click the Close button to close the Library Code Lookup window and return to the CAT Permissions screen 3 When all desired changes to CAT Permissions have been made click the Submit button to save your changes Modifying Translate Authority Preferences Translate
72. he Mediate Pending Reader Reviews function lets you access review and approve or delete pending Reader Reviews Additionally 1f your library has enabled the Report this review as inappropriate link any reviews reported as inappropriate are also placed in the pending queue for review by library staff To mediate Reader Reviews 1 From the User Administration menu select Reader Reviews Summary e The Reader Reviews Summary screen displays 2 Click the Mediate Pending Reader BER LI Reviews link 6 Je http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 751 74 amp cuid demovz Y 4 X E ogle Pir we de fh A E peace gt Gos O bry DY 3 Sign Out Return to Searching Statt Menu 1 Bac Admin 1 LL Cee Ci User Admin MUU Admm mci Splash Page Admin Help e The Mediate Pending Reader i BE Te Dato Graphics Reviews screen displays The screen e is divided into separate sections for codes peg roma ae each user with pending reviews an Userintormation User ID Approve All Pending Reviews by This User Define Valid IP Ranges S User Name Delete All Pending Reviews by This User Configure User Record Screen Name e The User Information field provides SE Reader Reviews Summary general information about the user a arse ag Search IP Ranges inc luding Patron Categories Patron Groups Last Block Reason Block Unblock This User from Writing Reviews Delete ALL Reviews
73. hin the specified IP range the IP Authenticated screen displays when you first access AGent Click the My AGent button to display the Login screen click the Begin button to access AGent as a generic patron GC y http demov2 agent auto graphics com agent login asp cid demov2e amp id MZB Cent AGent Windows Internet Explorer we de DE gt o y eos gt G To O EA cick EEE to start searching OR Click to search and use MyAGent features Auto Graphics Inc III 0 internet IP Authenticated Screen If your library has enabled the optional Suppress My AGent Login feature the My AGent button is not shown on the IP Authenticated login screen You cannot perform an authenticated login to AGent from this workstation Some AGent systems may be configured to provide authentication via a cookie saved to your workstation If you wish to save a cookie containing your login information to your workstation for future logins select the Remember me checkbox on the login screen then submit your login request e A checkmark indicates a cookie will be saved to your workstation e An empty checkbox indicates a cookie will not be saved to your workstation e Clicking the checkbox will toggle it on and off If your workstation is used by more than one person to prevent unauthorized access to AGent staff features and functions it is recommended that you
74. hing staff menu Pac Admin iLL Admin Cat Admin PERRA vomm Admin statistics splash Page Admin Help library code for the library under e which you logged in o _ e Libary Code 2 Select the desired current account status al SS for users you wish included in the report GE z from the Status menu either Enabled Summary siop A Disabled or Both sch age 2 Account status 1S set 1n the User Default User Password About AGent AGent News Record for each authenticated AGent user patron or staff member l El ET 8 Internet User Reports Screen e The default selection for Status is Both 3 Select the desired sort order for the report from the Order By menu either alphabetically by Last Name alphabetically by Username chronologically by Last Activity Date or alphabetically by Library Code e The default value for Order By is Last Name 4 If desired use the Last Activity Date text boxes to limit the report to users who last logged into AGent on a specified day or range of days e Enter dates using the format MM DD YY YY including slashes e Enter the start date for the desired last activity date range in the Start text box e Enter the stop date for the desired last activity date range in the Stop text box e To limit the last activity date range to a single day enter the same date in both the Start and Stop text boxes 5 When all desired report parameters have been specified clic
75. hose patrons associated with a specified Patron Group see the AGent PAC Administration User Guide for more information 2 Introduction Cent User Administration User Guide e Default User Password Lets you specify a default user password to be applied to all new user records patron and staff that are created in the AGent User Administration module see Setting the Default User Password on page 2 12 for details e About AGent Displays the About AGent screen e AGent News Displays the AGent News page 4 Click the Return to Searching button to return to the AGent Search interface Organization of the User Guide This User Guide is designed to provide an overview of the features and functions of the AGent User Administration module and includes the detailed procedures to maintain your library s database of authenticated users The User Guide 1s divided into three chapters as follows Chapter 1 Getting Started This chapter explains how to prepare to use User Administration The chapter includes hardware software requirements system availability and system Login and Logoff Chapter 2 Managing Users This chapter provides the procedures to add edit and delete authenticated users library staff or patrons for your library or consortium and to generate user reports Chapter 3 Managing the User Database This chapter provides the procedures to import user records from an external file to delete obsolete user r
76. idemov2 agent auto graphics we de dE gt She peace gt O To gt br DB o The Patron Categories screen displays fiver ese urea cod le o The Patron Categories screen lists BE the currently established Patron pt o Categories for your library and ES provides the following information ee s for each category psc eve o a A Valid Barcode Ranges Search IP Ranges Seq the display sequence for the Patron Category in the Patron o Category menu on the Add and Edit sie User Account screens Patron Categories af 1 CO nene Category the name of the Patron Patron Categories Screen Category Active indicates whether or not the associated Patron Category 1s currently active shown in the Patron Category menu on the Add and Edit User Account screens either Yes the associated Patron Category is active or No the associated Patron Category is not active Managing Users 2 23 User Administration User Guide Cent e From the Patron Categories screen you may o Set the display sequence for Patron Categories o View Patron Category statistics o Add anew Patron Category o Modify an existing Patron Category o Merge two Patron Categories into a single Patron Category o Printa copy of the Patron Categories list o Save a copy of the Patron Categories list to your local workstation o Email a copy of the Patron Categories list to yourself or to another party Setting the Patr
77. ies screen Adding a Patron Category You can add a new Patron Category for your library Once a Patron Category has been added to the AGent system it cannot be deleted If a Patron Category is no longer used by your library and you wish to remove the Patron Category from the Patron Category menus throughout the system you must set the status for the Patron Category to inactive Additionally all patrons associated with the inactive category will retain the association and the ILL limits set for the category while active To add a Patron Category lol x http fdemov2 agent auto graphics compils EditPatronCategories asp myses 738708cuid demow28 cusrvr pandora Y 1 From the Patron Categories screen click the Add a Category button Add Patron Category REISE e The Add Patron Category screen SECH displays in an additional browser Active window Auto Graphics Inc 2 Enter the desired display sequence for the Patron Category in the Sequence text box y Internet Add Patron Category Screen 3 Enter a name for the Patron Category in the Category text box The Label cannot exceed 50 characters including spaces 4 Use the Active checkbox to set the desired status for the Patron Category e A checkmark W indicates the Patron Category is active is available in the Patron Category menu on the Add and Edit User Account screens An empty checkbox indicates the Patron Category is
78. inactive is not available in Material Type menu on the Add and Edit User Account screens Clicking the checkbox repeatedly will toggle it on and off 5 Click the Submit button on the Add Patron Category screen to submit the new Patron Category Click the Close button to close the Add Patron Category screen without adding the new Patron Category e The Add Patron Category screen closes automatically and the Patron Categories screen refreshes to display the new Patron Category Managing Users 2 25 User Administration User Guide Cent Editing Patron Categories You can edit a currently defined Patron Category for your library To edit a Patron Category gt AGent Windows Internet Explorer loj x http demov2 agent auto graphics com ils EditPatronCategories asp pcatid 3 amp myses 75174 amp cuid demov2 amp cusrvr Y 1 On the Patron Categories screen click i e Ett Patron Category EE EE EE the Edit button for the desired Patron ST E SE E C ateg Ory A Sequence Category Active e The Edit Patron Category screen displays in an additional browser Auto Graphics Inc window The screen 1s prefilled with current information for the selected Patron Category Edit Patron Category Screen Ly Internet 2 Edit the display Sequence Category and Active status as desired 3 Click the Submit button on the Edit Patron Category screen to save your changes Click the Close button to close the Edit Patr
79. isplay sequence to two or more fields an error dialog displays the message You cannot have 2 fields with the identical order when you submit your changes Click the OK button on the error dialog to close the dialog and return to the Configure User Record screen Make sure each Included field has a unique Order display sequence number then resubmit the form If you select the Display to User User Edit and or Required Field checkbox es for a field for which the Include checkbox is not selected an error dialog displays the message field name Include must be checked in order for others to be checked when you submit your changes Click the OK button on the error dialog to close the dialog and return to the Configure User Record screen Select the Include checkbox or unselected the Display to User User Edit and or Required Field checkbox es for the affected fields as desired then resubmit the form If you select the User Edit for a field for which the Display to User checkbox is not selected an error dialog displays the message field name If User Edit is Checked then Display to User must also be checked when you submit your changes Click the OK button on the error dialog to close the dialog and return to the Configure User Record screen Select the Display to User checkbox or unselected the User Edit checkbox for the affected fields as desired then resubmit the form 4 2 User Administration Cent Generating User Reports
80. istration User Guide e First and Last Name The user s first and last name last name first name middle initial e Last Activity The most recent date on which the user logged into AGent e Group ID The Group ID s to which the user is assigned as follows O P Patron o A PAC Staff o I ILL Staff o C Cat Staff o UA UDMM Admin o UM UDMM Merge o UN UDMM Notes o LS Library SuperUser o S Staff User o SA User Administrator o ST Statistics Staff Managing Patron Categories AGent provides two options for classifying library patrons Patron Categories and Patron Groups e Patron Categories is an optional feature used with ILL request Limits Using Patron Categories you can create one or more categories to which patrons may be assigned Each category 1s designated an ILL Request Limit the maximum number of active ILL Requests allowed for a patron assigned to the category through the ILL Administration module Library patrons are assigned to Patron Categories through the User Administration module e Patron Groups lets you create one or more groups to which users may be assigned for accessing resources Access to specific resources can be limited to only those users associated with a given group Linking Resources to Patron Groups is accomplished through the PAC Administration module To access Patron Categories e From the User Administration menu Wi ms select Patron Categories de v Je http
81. k Patron Review screen displays 3 If desired you may edit the Screen Name for the user 4 Unselect the Blocked checkbox to unblock reader review privileges for the user e Anempty checkbox indicates the user is not blocked from submitting Reader Reviews 5 Delete any text from the Blocked Reason text box Maintaining the User Database 3 11 User Administration User Guide ent 6 Click the Submit button to save your changes Click the Close button to cancel your changes and close the Block Patron Review screen e The Block Patron Review screen closes automatically and the Reader Reviews screen refreshes to display your changes Managing Reader Reviews The Manage Reader Reviews function lets you permit or deny the ability to write reviews based on user type library patrons and or staff members define policies governing the submittal and content of reviews determine whether or not users may identify themselves by adding a screen name to their reviews enable mediated Reader Reviews functionality and allow users to report inappropriate Reader Reviews To set Reader Reviews parameters 1 From the User Administration menu select Reader Reviews Summary e The Reader Reviews Summary screen displays 2 Click the Manage Reader Reviews link EE Go http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 741908 cuid demow2 Y 44X Locke tst sS Pe ie de NOA er Drei Or
82. k the Submit button to submit your report request e The User Report screen displays in an additional browser window see Viewing User Reports on page 2 22 for details BER y E EY le http idemov2 agent auto graphics com agent reports as y 11 loo View ng User Repo rts File Edit View Favorites Tools Help ve de En El gt 4 gt gt Page gt G Tools bry Y 3 When you submit a report request the User Report Summary screen displays User File Print Text Format User Name User Id First and Last Name Last Activity Group ID Patron Group E patron 2 11 2004 P To view the User Report regpac 5182 8 17 2007 A well S 2 2 2007 IL The User Report provides the following new user 3313 10 18 2008 S LS I C SA UA UN UM ST b S newtest2 247 E 2 2 2007 P information pacstaff 239 8 9 2008 ILS ST pacsuper 244 2 2 2007 LS SA ST e User Name The unique username ben 313 1 332006 ILS LC ST assigned to the patron or staff member auth 367 8 8 2006 _ LS 1 C ST autotest 3065 5 11 2007 P e User ID The system assigned user iden bobsmith 3307 8 29 2008 P tification number for the associated user oes 2 Se aoa abe in a fred 243 10 18 2008 LS I C SA UA UN UM ST imchicar DMA 11 20 9007 ID H La Internet R10 y Typical User Reports Screen 2 22 Managing Users Cent User Admin
83. l indicates the associated authority file will be used for subject validation e Anempty checkbox indicates the associated authority file will not be used for subject validation e Clicking a checkbox repeatedly will toggle it on and off 3 Ifthe Library of Congress Subject Headings option has been selected use the Priority text boxes to specify the priority order of preference for the authority files listed beginning with 1 e You must enter a unique preference number in each Priority text box 4 Use the Name Authority Validation Hierarchy Priority text boxes to specify the priority order of preference for the authority files listed beginning with 1 e You must enter a unique preference number in each Priority text box 5 When all desired changes to authority translate preferences have been made click the Submit button to save your changes Modifying Statistics Permissions When you add a new user and assign Statistics permissions see Adding a User on page 2 1 for details or when you click the Statistics Permissions link on the Edit User Accounts screen see Editing User Accounts on page 2 13 for details the Statistics Permissions screen displays The Statistics Permissions screen shows the Statistics permissions currently granted to the user You may grant or deny additional permissions as desired EREECHEN http demov2 agent auto graphics com Agentfuseracct asp myses 738638w YSTATPS8popup y8 cuid
84. lly selected in the Resources menu of each AGent search screen If the user makes changes to the Resources selected for a given search the favorite search sources can be restored by clicking the Reset button To edit favorite search sources 1 Click the Edit Favorite Search Sources BER link at the bottom of the Edit User Account screen for the generic patron or generic guest see Editing User https demov2 agent auto graphics com Agent useracct asp myses 73863 amp uid patron amp popup Vaw FS amp cuid demov2 amp cusrvr pandora T Bottom of Page My Favorite Resources Bottom of Page L a C My Library J Burlington County and Burlington Sturgis Public Library IRS Internal Revenue Service County College Libraries 7 Verso Library 05 Otsego District Records on page 2 13 for details T Pass Canada Database Canada s Digtal Colectons Library 7 ABC CLIO America History and Life 7 EBSCO Newspaper Source TS Awesome Library Awesome E AG DEMOV2 Z39 50 HU Registrar Library organizes the Web with H G ROST 739 50 JerseyClicks 22 000 carefully reviewed resources O The Favorite S earch S ources screen z SES Public Library Service E JWT Demo a Genee xi SE percent in education A S A i ar IT Reference Databases H P AllTheWeb 5 Philips Memorial Public Library G g displays 1n an additional browser Q AAA O Awesome Library Awesome B geg Books SE Library organizes the Web with window The screen lists all
85. ls 2 2 Managing Users Cent User Administration User Guide Gemein TI Desoription S ILL Staff User can access the AGent ILL Administration module by default user is granted all permissions except Cancel Change request Change any library and Patron Request Tracking see the AGent ILL Administration User Guide for details When you save the record you are given the opportunity to grant or deny additional ILL permissions see Modifying ILL Permissions on page 2 5 for details CAT Staff User can access all functions within the AGent CAT Administration module see the AGent CAT Administration User Guide for details If your library has purchased the optional AGCat module the user s AGCat permissions are set to Cannot Update Bib and Cannot Update HLD by default When you save the record you are given the opportunity to modify the user s AGCat permissions see Modifying AGCAT Permissions on page 2 6 for details User Administrator User can access all functions within the AGent User Administration module see the Agent User Administration User Guide for details User can view edit and delete bibliographic record notes created by anv UDMM user see the AGent UDMM Administration User Guide for details User can add cataloging notes to bibliographic records in a union database and view notes created by other UDMM users see the AGent UDMM Administration User Guide for details UDMM Merge User can merge and de duplicate biblio
86. ltiple selected libraries only for bibliographic records to which one or more of the libraries shown in the Library Codes list are the only holders attached Cannot Update HLD Doe TT EA eme R100 y HLD Permissions Screen o Update Only My HLD Can upload added edited deleted holdings locations information for your library only for bibliographic records to which your library is the only holder attached o Cannot Update HLD Cannot upload added edited deleted holdings locations information for any library 2 Ifthe Update List Bib or Update List HLD option is selected for either the Bib Permissions or HLD Permissions enter the library codes for which the user may perform database updates in the Library List text box If your library has been granted Update Any HLD permissions see the AGent Customer SuperUser User Guide for details the Library List option is available If your ibrary has been granted Update List HLD permissions the Library List field is read only and contains the library codes for which you library is authorized to perform locations maintenance as established by the Customer SuperUser for your consortium or collective e Enter the library codes for the libraries for which the user may perform database updates in the Library List text box Separate multiple library codes with commas DO NOT use spaces in the Library List e If desired click the Lookup button to use t
87. m the Resource Headings menu o Select Collapsed to display the resource headings only in the Resources menu clicking a heading name displays the individual search sources under the heading o Select Expanded to display the individual search sources under each resource heading in the Resources menu Managing Users 2 17 User Administration User Guide Lier Use the View of Resources menus to display or hide the Resources menu on the AGent Keyword Search Browse and Advanced Search screens o Select Displayed to display the Resources menu on the associated AGent search screen o Select Hidden to hide the Resources menu on the associated AGent search screen The Resources menu can be selectively displayed at any time by clicking the Display the Resources of library name link on any AGent search screen for which the Resources have been hidden Select the number of search results items to be shown on each page of Title Lists Term Lists and Number Lists from the Number of Items in Brief Display Page menu either 10 20 30 40 50 or 100 Select the desired default display format for Title Lists from the Default Brief Browse Format menu either List or Labeled Select the desired default sort order for search results Title Lists from the Sort Results By menu either Newest Publication Date First Newest Publication Date Last Newest Record First Newest Record Last Alphabetically by Title Alphabetically by Author Number of
88. maintenance functions using AGCat see the AGent AGCat Client User Guide for details CAT Permissions determine the specific cataloging functions the user can perform within the Union database CAT Permissions determine the type of information the user can upload to the database bibliographic and or holdings and the libraries for which the user can perform database maintenance their library only selected libraries or all libraries You may change CAT Permissions as desired 2101 xi E http demov2 agent auto graphics com Agent useracct asp myses 738638w V CP amp popup yacuid demov2 amp cusr Y To modify CAT Permissions CAT Permissions for new_user If any bibliographic update permission 1s Bib Permissions HLD Permissions granted a holding update permission must Update Any Bb A O Update Only My Bib C Update Only My HLD also be granted Update List Bib Update List HLD e Cannot Update Bib e Cannot Update HLD 1 Use the radio buttons to select the Define Library List permissions you wish to grant to the Issel Sr ES user TTT CAT Permissions Screen y E Internet 100 Done Managing Users Lier User Administration User Guide e Use the definitions below to determine whether a permission should be granted or denied for a given user Depending on the CAT Permissions currently granted to your library by the Customer SuperUser for your consortium or collective some permissions may
89. n 2 30 Managing Users Cent User Administration User Guide Be sure to select the Patron Groups you wish to merge in the correct order Patrons in the Group selected from the Edit patrons with group menu will be re identified as patrons of the Group selected from the Change to Patron Group menu e The Patron Groups screen refreshes to display your changes If the merged Patron Group selected from the Edit patrons with group menu will no longer be used by your library set the status for the Patron Group to inactive Printing Patron Category Group Parameters You can print a copy of the Patron Category Group list or Patron Category Group Stats To print Patron Category Group parameters 1 On the desired parameters screen click the Print button e A standard Windows Print dialog displays 2 Make the appropriate selection on the Print dialog then click the OK or Print button as applicable Click the Cancel button to cancel the print request Saving Patron Category Group Parameters You can save a copy of the Patron Category Group list or Patron Category Group Stats to your local workstation To save Patron Category Group parameters 1 On the desired parameters screen click the Save button e A File Download dialog displays 2 Click the Save button on the File Download dialog e A standard Save As dialog displays 3 Enter a name for the file in the File name text box 4 Select the location in which yo
90. n additional browser OE Wp 1ienovz agent aso gen Bl coge window ZE MO d r eee gt O Tos gt DB 3 If desired you may edit the Screen Name for the user Patron Name AGSTAFF_L AGSTAFF_F G Screen Name MZB Staf 4 Select the Blocked checkbox to DEPA m block reader review privileges for the user Blocked Reason e A checkmarkl indicates the user is blocked from submitting Reader Reviews 5 Enter the reason the user s privileges have been blocked in the Blocked Block Patron Review Screen Reason text box e The Blocked Reason is shown in the Last Block Reason field in the Patron Information section of the Reader Reviews screen for the user see Accessing and Viewing Reader Reviews on page 3 8 for details and is displayed to the user when the Write an online review option is selected in the AGent Search module see the AGent User Guide for more information 6 Click the Submit button to save your changes Click the Close button to cancel your changes and close the Block Patron Review screen e The Block Patron Review screen closes automatically and the Reader Reviews screen refreshes to display your changes To unblock Reader Review privileges 1 Access the Reader Reviews screen for the desired user see Accessing and Viewing Reader Reviews on page 3 8 for details 2 Inthe Patron Information field click the Block Unblock This User from Writing Reviews link e The Bloc
91. nd 3 to delete additional block codes Deleting Inactive Users You can delete inactive obsolete user records from your library s database based on a specified cutoff date User records for all users who have not logged into AGent from the specified date to the current date are deleted from your library s database The User Administrator and generic patron user records will not be deleted from the database under any circumstances To delete inactive users AGent Menu Windows Internet Explorer Ey y E http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 738708 cuid demowZ Y Zell oogle a 7 we de fh gt El gt deh 1 Page Gok O br DD 1 From the User Administration menu select Delete Obsolete Records e The Delete Obsolete Records screen di spla y S it User Accounts e Define Valid IP Ranges Enter Cut Off Date Configure User Record Please use mnvdd yyyy format 2 Enter the desired cutoff date in the Enter Cut Off Date text box Se Se Ranges Search IP Ranges Patron Categories Patron Groups Enter the cutoff date using the format mm dd yyyy Be sure to include the Default User Password Content frame About AGent AGent News slashes when entering the cutoff date CIS p e Internet Delete Obsolete Records Screen Maintaining the User Database 3 7 User Administration User Guide e For example to delete user records for all users that have not logged i
92. ndex 1 All Headings DI Default Boolean Index 2 All Headings DI Default Boolean Index 3 All Headings DI Apply Scoping to All Searches Yes No Search options to enable or disable display of the library or consortium banner on all screens in the AGent Search interface o Select the Yes banner header will be displayed or No banner header will not be displayed radio button as desired Typical User Preferences Screen e Use the Display Banner Header Patron Menu options to enable or disable display of the library or consortium banner on the Patron Menu screen Select the Yes banner header will be displayed or No banner header will not be displayed radio button as desired e Select the desired default system access display from the Default System Access menu o The Default System Access selection determines the screen that displays when the user first logs in to AGent Select Search to display the default search screen set for the user when the user logs in to AGent Select Patron Menu to display the Patron Menu when the user logs in to AGent e Use the Use Icon Menus option to enable or disable the icon based toolbar in the AGent search interface o Select Yes to use the icon based toolbar Select No to use the text based toolbar e Select the desired display format for search sources in the Resources menu on all AGent search screens fro
93. net 100 gt by Library Name Library Code Lookup Screen 2 Click the Library Code for the library for which you wish to search e The Library Code Lookup screen closes and the selected library code is entered in the Library Code text box on the Search IP ranges screen automatically Using User Barcode Lookup If you are not sure of the User Barcode for which you wish to search you can use the user barcode Lookup feature to locate the desired user barcode To use User Barcode Lookup 1 y Click the User Barcode 8 Loo ku p BuildFrameset Windows Internet Explorer O xj http testv32 wpbpl verso auto graphics comfils BuildFrameset aspx w SPamyses 24336 amp cuid wpbpl amp cusrvr acis sd button on Search IP Ranges screen EXA User s Group An Groups DI O The Lookup a User screen di splays User Barcode or Last Name l And in Select an Index DI in an additional browser window III Tale Internet E 100 5 Lookup a User Screen 2 Enter the desired search criteria e To limit the list to only those users associated with a specific user group select the desired user group from the User s Group menu then click the Search button o Select All Groups to display users for all user groups o Select the desired user group to display users for the associated group only e To locate a specific user by barcode or name enter the user s barcode or last name in the User Barcode or Last Name text box
94. not be available for assignment to library staff members Bib Permissions o Update Any Bib Can upload new edited bibliographic information or delete bibliographic records for any library o Update List Bib Can upload new edited bibliographic information or delete bibliographic records for multiple selected libraries only for bibliographic records to which one or more of the libraries shown in the Library Codes list are the only holders attached o Update Only My Bib Can upload new edited bibliographic information or delete bibliographic records for your library only for bibliographic records to which your library is the only holder attached o Cannot Update Bib Cannot upload new edited bibliographic information or delete bibliographic records for any library HLD Permissions o Update Any HLD Can upload added edited deleted holdings locations information for any library o Update List HLD Can upload added edited deleted holdings locations information for multiple selected libraries only for bibliographic records to which one or more of the libraries shown in the Library Codes list are the only holders attached o Update Only My HLD Can upload added edited deleted holdings locations information for your library only for bibliographic records to which your library is the only holder attached o Cannot Update HLD Cannot upload added edited deleted holdings locations information for any library 2 I
95. nto AGent since January 1 2002 enter 01 01 2002 in the Enter Cut Off Date text box 3 Click the Continue button Click the Cancel button to cancel the deletion and close the Delete Obsolete Records window e The Delete Obsolete Records screen refreshes to display a confirmation message indicating the estimated number of user records that will be deleted from your library s database 4 Click the Continue button to delete the inactive records Click the Go Back button 1f you wish to enter a different cutoff date e The Delete Obsolete Records screen refreshes to display a status message indicating the actual number of user records deleted from your library s database 5 Click the Close button to close the status message Working with Reader Reviews 3 8 AGent Menu Windows Internet Explorer de Je http demov2 agent auto graphic com AgentMenu AGentMenu aspx myses 738708 cuid demowZ Y we de y El gt deb Page Oi Tools O Lb DD Sign Out Return to Searching Staff Menu The Auto Graphics ES Inc Library Add a User Maintain RPA Error Define Valid IP Ranges Configure User Record Default User Password About AGent AGent News tim UserAdmin MINE Deleting User records with no activities since 01 01 2004 Approximately 3 records will be deleted E 100 eat TT 0 Internet am The Auto Graphics Inc Library Define Valid IP Ranges Configure User Record User Repo
96. of valid IP ranges for your library e The Add IP Range screen closes automatically and the Define Valid IP Ranges screen refreshes to display your changes If you enter an improperly formatted IP address in the Starting IP Range or Ending IP Range text boxes an error dialog displays the message Invalid Starting Ending IP Address Please reenter Click the OK button to close the message and re enter the Starting IP Address or Ending IP Address as appropriate If the Starting IP Address is greater than the Ending IP Address an error dialog displays the message Ending IP MUST be greater than Starting IP Click the OK button to close the message and re enter the Starting IP Address and or Ending IP Address as appropriate 5 Repeat steps 1 through 4 to add additional IP addresses 3 2 Maintaining the User Database Cent User Administration User Guide To edit a current IP address 1 From the Define Valid IP Ranges screen click the IP Range link for the IP range you wish to edit e The Edit IP Range screen displays in an additional browser window e The screen is prefilled with the current values for the selected IP range 2 Edit the Location Name Starting IP Address and Ending IP Address as desired 3 Click the Submit button to submit your changes to the IP range e The Edit IP Range screen closes automatically and the Define Valid IP Ranges screen refreshes to display your changes If you enter an improperly format
97. on Category Display Sequence You can specify the order in which Patron Categories are listed in Patron Category menu on the Add and Edit User Account screens To set the display sequence e On the Patron Categories screen use the Seq text boxes to enter the desired display sequence for each Patron Category o You can enter any number from 1 to 999999 as a display sequence number o You can enter a unique display sequence number for each Patron Category or you can use the same display sequence number for multiple Patron Categories If the same display sequence number is used for more than one Patron Category the associated Patron Categories are displayed in alphabetic order o You can enter display sequence numbers in numeric order 1 2 3 etc or you can skip numbers 10 20 30 etc to allow for insertion of added Patron Categories between existing Patron Categories without the need to resequence the entire list e When display sequence numbers have been entered for all listed material types click the Submit button to save your changes You must enter a display sequence number for all listed Patron Categories If you leave the Seq field blank for a Patron Category an advisory message displays when you submit your changes Click the OK button to close the message and verify a sequence number is entered in each Seq text box Viewing Patron Category Statistics Patron Category statistics show the number of
98. on Category screen without saving your changes e The Edit Patron Category screen closes automatically and the Patron Categories screen refreshes to display your changes Merging Patron Categories You can combine two individual Patron Categories into a single Patron Category by merging the contents of one category into another To merge Patron Categories BER 1 On the Patron Categories screen click http fdemov2 agent auto graphics compils MergePatronCategories asp myses 738708 cuid demow28 cusrvr pandor Y the Merge Categories button A E ese Cesa E e The Merge Patron Categories screen Edit patrons with Category Adut 3 displays in an additional browser eee Acun R window Auto Graphics Inc 2 Select the Patron Category you wish to RIES 100 gt y merge into another category from the Edit patrons with Category drop down menu The Edit patrons with Category menu lists a Patron Categories currently defined for your library 3 Select the Patron Category into which you wish to merge the previously selected category from the Change to Patron Category drop down menu The Change to Patron Category menu lists a Patron Categories currently defined for your library 4 Click the Submit button on the Merge Patron Categories screen to merge the selected Patron Categories Click the Close button to close the Merge Patron Categories screen without merging the selected Patron Categories Merge Patron Categories S
99. or PIN with a valid Username or Barcode the message Invalid Password Entered displays Click the Email my reminder question link to receive an email copy of your password reminder question and return to the staff login screen Make any necessary corrections to the Library name Username or Barcode and Password or PIN AGent Windows Internet Explorer ioj xj I TT internet 100 then click the Go button to resubmit the form Invalid Password Entered Screen If an email address is not included in your user profile or if you do not wish to receive an mail copy of your password reminder message click the Try Again button to return to the staff login screen Check the Library name Username or Barcode and Password or PIN Make any necessary corrections then click the Go button to resubmit the form e If your Staff Login request is successful o AGent enters the default staff mode for your user account o Appropriate links and buttons are added to Title Lists and Full Record Displays throughout AGent Using Library Code Lookup If you are not sure of the Library code for your library or if you wish to login to a different library you can use the library code Lookup feature to locate the desired library code Manchester Library and Information Service To use Library Code Lookup Liverpool Libraries amp Information Services 1 Click the Lookup button on the Login Lancashire County Library
100. or Reporting Inappropriate Reviews text box the message Email address is required displays when you save your changes Enter any policies guidelines rules or terms and conditions by which submission of Reader Reviews will be governed in the Reviews Policy Statement e The first time a user requests to write a review the Review Policy Statement is displayed The user 1s required to agree to the terms and conditions before being permitted to write a review Once a user has agreed to the terms and conditions specified in the Review Policy Statement the statement is not displayed for subsequent requests to write reviews If you wish to make changes to your Review Policy Statement users that have agreed to a prior version of the policy will not be made aware of the changes through the AGent system When all desired information has been entered or edited click the Submit button to save your changes The Manage Reader Reviews screen also provides links allowing you to Mediate Pending Reader Reviews see Mediating Reader Reviews on page 3 14 for details or View Reader Reviews Summary see Accessing and Viewing Reader Reviews on page 3 8 for details Maintaining the User Database 3 13 User Administration User Guide ent Mediating Reader Reviews If your library has enabled mediated Reader Reviews functionality for patrons and or staff reviews submitted by users of the associated type are placed in a pending queue T
101. or more information and may be authorized to participate in Interlibrary Loan Additionally authenticated patrons are granted access to AGent s My Account and My Preferences features see the AGent User Guide for more information Each library is provided with a generic patron account Library staff may log into AGent using the generic patron account to access the My Account and My Preferences features to configure several system defaults for unauthenticated users see the AGent User Guide for more information Additionally the generic patron account is used to enable or disable Interlibrary Loan permissions for unauthenticated patrons and to set the default Interlibrary Loan permissions for authenticated patrons see Configuring ILL Permissions for Patrons on page 2 15 for details Staff users are library staff members who access the AGent system from either inside or outside the library and provide valid login credentials Username or Barcode and Password or PIN Staff users are granted access to AGent s search interface and to one or more staff module ILL Administration CAT Administration etc Staff users are also granted access to AGent s My Account and My Preferences features see the AGent User Guide for more information Adding a User You can add an authenticated user for your library only To add a user Mandatory fields are indicated by a red asterisk all other fields are optional Managing Us
102. ord can contain any combination of alphabetic and or numeric characters and the underscore character _ Do not include spaces in the Password Enter the password in exactly the same way in both text boxes Managing Users 2 3 User Administration User Guide Lier If you do not enter the password identically in both the Password and Confirm Password or PIN text boxes a dialog displays the message Passwords do not match Please reenter when the record is saved Click the OK button on the dialog to close the message and reenter the password in the Password and Confirm Password or PIN text boxes e If desired you may enter the default password USERPASS or STAFFPASS Upon logging into AGent for the first time the user will be required to provide a permanent password of their own choosing to complete the login process 5 If appropriate enter a reminder question related to the user s password in the Reminder Question text box In the event a user forgets their password they may request that their reminder question be e mailed to them to provide a hint as to their password When a reminder question is entered in the user record be sure to include an e mail address for the user in the E mail Address text box see step 7 below 6 Enter the user s first name middle initial and last name in the First Name Middle Initial and Last Name text boxes If you enter the user s fu middle name in the Middle Initial text box the sy
103. ors only Change own library Allows the user to update the participant record for their own library allows the user to access the Reports and Download feature for their own library This permission should be reserved for System or Library Administrators only Originate borrow Allows the user to create and submit borrow requests using AGent s Interlibrary requests Loan functions or the Blank Request Form Originate copy requests Allows the user to create and submit photocopy requests using AGent s Interlibrary Loan functions or the Blank Request Form Patron request tracking Allows library patrons to view the status of their own ILL requests from an AGent station Respond to request Allows the user to process ILL requests This permission is obsolete 2 When all desired changes to ILL permissions have been made click the Submit button to save your changes Modifying AGCAT Permissions AGCAT Permissions are available only if your library has purchased the optional AGCat module When you add a new user and assign CAT Staff permissions see Adding a User on page 2 1 for details the CAT Permissions screen displays automatically when you submit the new user record When you click the CAT Permissions link on the Edit User Accounts screen see Editing User Accounts on page 2 11 for details the CAT Permissions screen displays The CAT Permissions screen shows the CAT permissions currently granted to the user when performing cataloging
104. ount Define Valid IP Ranges Configure User Record User Reports 2 Enter the desired search criteria SR Summary Valid Barcode Ranges Search IP Ranges e To limit the list to only those users Ee associated with a specific user group select the desired user group from the User s Type menu then click the Search button Patron Groups Default User Password About AGent AGent News l Ef LL 0 nene Edit User Account Search Screen Managing Users 2 13 User Administration User Guide ent o Select All to display users for all user groups o Select Patron or the desired staff mode PAC Admin ILL Admin etc to display users for the associated mode e To locate a specific user by barcode or name enter the user s barcode or last name in the User Barcode or Last Name text box To view a list of a users associated with the currently specified User s Type leave the User Barcode or Last Name text box blank When searching by a user s name you may enter a complete or partial last name g Dy ye y p Pp e To search other fields of the user records enter the desired search an term in the And text box and select EI the desired search index City Email _____ gt Address etc from the in menu p SC Ps Delete Obsolete Baar Barcada or Lant eer anal in Select an Index 3 3 Click the Submit button to submit your Dn GER search of the user database
105. patrons that are associated with each Patron Category gt AGent Windows Internet Explorer Oj Sl http demov2 agent auto graphics com ils PatronCategoriesStats asp myses 73870 amp cuid demov2 amp cusryr pandore Y To view Patron Category statistics rnd Save Emai Cosa Hen e On the Patron Categories screen click aa Date 10 18 2008 AR the Stats button lt Ze Ce 2 Commercial Active 0 o The Patron Category Stats screen a Probationary Active 2 displays The date on which the ae Aave statistics report was requested is shown at the top of the screen j yl 100 Patron Category Stats Screen 2 24 Managing Users Cent User Administration User Guide e The Patron Category Stats screen provides the following information for each Patron Category o No the display sequence for the material type o Category the name of the Patron Category o Status indicates whether or not the associated Patron Category is currently Active or Inactive o Stats the total number of patrons associated with the Patron Category e If desired you may o Print a copy of the Patron Category statistics report o Save a copy of the Patron Category statistics report to your local workstation o Email a copy of the Patron Category statistics report to yourself or to another party e Click the Close button to close the Patron Category Stats screen and return to the Patron Categor
106. r or not scoping will be applied to all searches using the Apply Scoping to All Searches radio buttons o Select the Yes radio button to apply the user s scoping selection to all searches Keyword Search Browse Advanced Search Select the No radio button to apply the user s scoping selection to Advanced Search only Managing Users ent User Administration User Guide 4 If desired use the Define MyWebLinks for the Resources section to add up to five personalized Web Links to the Resources menu for the user Personal Web Links are displayed at the top of the Resources menu under the heading My Web Links e Enter the full Uniform Resource Locator including http for the desired Web Link in the URL text box e Entera name for the web link in the associated Label text box The Label can include alphabetic and numeric characters and spaces The Label may be a maximum of 50 characters in length including spaces 5 Once all desired preference have been specified click the Submit button to submit your changes e The User Preference screen closes automatically Editing Favorite Search Sources Use the Edit Favorite Search Sources function to select and save favorite search sources for the generic patron or generic guest user from a list of all search sources available through your library Each time a user accesses AGent as an unauthenticated patron or as a guest the favorite search sources are automatica
107. riod displayed statistics include login data search data ILL request data and cataloging data Statistics Report Allows the user to generate detailed statistics reports based on user specified parameters Graphical Statistics Allows the user to view summary information related to your library s AGent Report system for a specified report period in a graphical format available statistics include login data search data ILL request data and cataloging data Graphical Webstats Allows the user to view detailed Web statistics related to the access and use of your library s AGent system About AGent Allows the user to view the About AGent page AGent News Allows the user to view the AGent News page e When all desired submenus feature and functions have been selected click the Submit button to submit your changes to Statistics permissions Setting the Default User Password AGent lets you pre configure the User e Internet Explorer 2101 xi http demov2 agent auto graphics com agent verifyuser asp w vauth amp cid demovZastafftype Zt Y KE cole Dis Record with a default user password to be EA gee re mE ae applied to all new user records patron and staff that are created in the User Administration module Additionally AGent supports the use of two specialized default password USERPASS and Big Sky Public Library STAFFPASS When a user assigned the Doe password USERPASS or STAFFP
108. ron Groups screen Adding a Patron Group You can add a new Patron Group to your AGent system Once a Patron Group has been added to the AGent system it cannot be deleted If a Patron Group is no longer used by your library and you wish to remove the Patron Group from the Patron Group menus throughout the system you must set the status of the patron group to inactive peer a pavengreuy ARE http fdemov2 agent auto graphics compils EditPatronGroups asp myses 738708cuid demow28 cusrvr pandorafpai Y APRA E 1 On the Patron Groups screen click the Add a Group button Sequence e The Add Patron Group screen o displays in an additional browser eng window Patron Auto Graphics Inc 2 Enter the desired display sequence number for the new group in the A Done a O internet Sequence text box Add a Patron Group Screen e The Sequence number determines the order in which the group is displayed in the Patron Groups screen e You can enter any number from 1 through 999999 as the display Sequence number 3 Enter a name for the new group in the Group Name text box The Group Name cannot exceed 50 characters including spaces 4 Use the Active checkbox to set the desired status for the Patron Group e A checkmark indicates the patron group is active is available in Patron Group menus throughout the system e Anempty checkbox indicates the patron group is not active is not a
109. rts Reader Reviews Summary Valid Barcode Ranges Search IP Ranges Patron Categories Patron Groups Default User Password About AGent AGent News Delete Process Results 3 records deleted javascript void 0 at E TO nene 100 Status Message AGent offers a Reader Reviews feature that allows AGent users library patrons and staff members to contribute to the OPAC by submitting comments reviews ratings and other information related to a title to provide peer input to the library s collections Users retain control to edit or delete reviews they have submitted Availability of Reader Reviews functionality including the ability to establish policy for submitting reviews 1s facilitated through both the User Administration module and the PAC Administration modules see the AGent PAC Administration User Guide for details The Reader Reviews Summary feature lets you view the content of reviews submitted by any AGent user library patron and staff member selectively delete reviews and block selected users from submitting Reader Reviews You can access the Manage Reader Reviews screen to enable disable availability of Reader Reviews establish policy for submitting reviews enable mediated Reader Reviews functionality and allow users to report inappropriate Reader Reviews You can also access the Mediate Pending Reader Reviews screen to approve or delete pending reviews on a user by user ba
110. s Library Records on page 2 13 for details E ABC CU et History andre EES Newspaper Source A ear 7 AG DEMOV2 239 50 TT HU Registrar Library organizes the Web with I AG ROSTZ39 50 7 JerseyClicks 22 000 carefully reviewed resources including the top 5 percent in education e The Display Hide Search Sources T Alabama Pub Library Service senn CI Reference Databases SC C S AllTheWeb G goe ng SC TC Awesome Library Awesome screen di sp lays 1n an a d d l t LO nal TC S Amazon Books a da a Library organizes the Web with A A 7 AMICUS Library amp Archives Canada SE A 22 000 carefully reviewed resources browser window The screen lists all Oasen OR SE M v20 7 including the top 5 percent in education v2 0 Demo Database T Y ask com gegen T Y EBSCO Medine search sources available to you SR CE SE 7 Athenaeum of Philadelphia CAF Virtual Libraries Gold through your library 7 Atlantic City Public Library O Rutgers University TT Proquest National News Tm Bares amp Noble I G Awesome Library Awesome COM Web Links T blah El eer se eng 7 Y chaffey College Library o Databases are organized under 7 Bloomsburg University E eR AMEE PARLE O Gamm Poble Library B Y neos Library Consortium Catalogue E a maid O source headings category group AB Canada ppt S e T NJ Union List of Serials EE SE SC ings such as My Library Union E Simon Fraser University BC Hee eases odas J Canada G SE s 2 Libraries Web Reso
111. s Written Reviews Blocked Library ecords Edit User Accounts fred Jon 0 N MZB Define Valid IP Ranges agstaff AGSTAFF_L AGSTAFF_F G MZB Staff 5 N MZB Configure User Record ifaulkner Faulkner John S Goony 0 N MZB User Reports vicki Kim Vicki L 0 N MZB Reader Reviews newtest Public John Q 0 N MZB Summary Valid Barcode Ranges w tiw 0 N MZB Search IP Ranges Patron Categories Patron Groups Default User Password About AGent AGent News Bar LL 3 0 nene 100 Reader Reviews Summary Screen 7 h e Each line in the listing provides the following information o User Name The username or barcode of the user o Patron Name The name of the user last name first name middle initial o Screen Name The screen name most recently entered by the user when submitting a review o Reviews Written The total number of currently active reviews written by the user o Reviews Blocked Indicates whether or not the user is currently blocked from writing reviews either Y user is blocked from writing reviews or N user is not blocked from writing reviews o Library The code assigned to the library under which the user submitted the review 2 Click a User Name to view all currently active reviews written by the user e The Reader Reviews screen for the selected user displays in an additional browser window e The User Information field provides general information about
112. screen Cheshire Libraries Culture Cumbria County Lib e The Library Code Lookup screen cee des Blackburn displays in an additional browser SE window This list shows the Library BORO Pubie Mimiek Code and Library Name for all sefton libraries in your consortium or Bury Metro Libraries collective Oldham MBC Rochdale e Click the Sort by Library Code Library Service button to sort the list alphabetically by Library Code ee Warrington Library amp Information Services ot Helens e Click the Sort by Library Name button to sort the list alphabetically by library name Library Code Lookup Screen 2 Click the Library Code for the library to which you wish to login e The Library Code Lookup screen closes and the selected library code is entered in the Library text box on the Login screen automatically 1 4 Getting Started w Cent User Administration User Guide Entering Your Permanent Password O AGent Windows Internet Explorer When you log into AGent for the first time Ga y 6 http demov2 agent auto graphics comjagent verifyuser asp w vauth amp cid demov2 amp stafftype Z8dic Y using the default password USERPASS or ee 8 8 8 te Dien 8 8 3 IM STAFFPASS the Permanent Password Big Sky Public Library screen displays You must provide a permanent password to complete the login process Select a password that you will remember Your password may be a maximum of 20 characters in leng
113. ser Edit User Accounts E Approve a request M originate borrow requests e Clicking the checkbox next to a Define Vals IP Ranges F7 Automati approval F originate copy request R S d e Configure User Record O CancellChange request T Patron request tracking permission will toggle it on and off User Reports T Change any brary F Respond to request Reader Reviews Vv Change own library M View own request e lt A checkmark in the checkbox Deeg indicates the user is granted the SES associated permission an e Anempty checkbox indicates the O rs user is denied the associated ILL Permissions Screen permission e Use the definitions below to determine whether a permission should be granted or denied for a given user Managing Users 2 5 User Administration User Guide Lier User Permissions C remisso Ta SSS Approve a request Allows the user to process requests while in Awaiting Approval status for electronic submission to lenders Automatic approval Automatically sends requests to the first lender when the user submits an ILL request using AGent s Interlibrary Loan functions or the Blank Request Form Cancel Change request Allows the user to cancel a request made as a Borrower or to update fields on a request made as a Borrower Change any library Allows the user to update any participant library record allows the user to access the Reports and Download feature for any library This permission should be reserved for System Administrat
114. sis Accessing and Viewing Reader Reviews You can view the content of reviews submitted by any AGent user library patrons and staff members To access and view reader reviews 1 From the User Administration menu select Reader Reviews Summary Maintaining the User Database 2 ent User Administration User Guide e The Reader Reviews Summary screen displays e The Reader Reviews Summary screen shows an alphabetical listing by Patron Name of all library patrons and staff members that have accepted your library s Reviews Policy Statement and have submitted at least one review For libraries that have enabled mediated Reader Reviews see Managing Reader Reviews on page 3 12 for details users are not added to the Reader Reviews Summary screen until at least one review submitted by the user has been approved by library staff AGent Menu Windows Internet Explorer de yy E http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 75 1 74 amp cuid demov2 Y Zell coogle File Edit View Favorites Tools Help we de IDE peace gt Goo br OB Sign Out Return to Searching Staff Menu Pac Admin ILL Admin Cat Admin User Admin d UDMM Admin Splash Page Admin f The Auto Graphics ES Inc Library AddaUser _ Maintain RPA Error Mediate Pending Reader Reviews Manage Reader Reviews g Lee UserID User Name Screen Name Review
115. stem will truncate the name to show the middle initial only when the record is saved 7 Enter the mailing address for the user using the Address1 Address2 City Zip and Country text boxes and the State drop down menu 8 Enter the e mail address telephone number s and fax number for the user in the E Mail Home Phone FAX Mobile Phone and Work Phone text boxes 9 Enter the user s Social Security Number and date of birth in the SSN and Date of Birth text boxes 10 If desired enter any additional information related to the user in the Notes text box 11 If your library has enabled the optional ILL Request Limits feature see the AGent ILL Administration User Guide for more information select the category to which you wish to assign the user from the Patron Category menu 12 If your library limits access to certain Resources based on Patron Group assignment select the group to which you wish to assign the user from the Patron Group menu 13 If your library has enabled the optional Expiration Date feature enter the expiration date for the user in the Expiration Date text box e Enter the Expiration Date using the format MM DD YYYY including slashes When the date entered in the Expiration Date text box is reached the user will be prohibited from logging into AGent 14 Select the desired status for the user from the Account Status drop down menu either Disable account is inactive user cannot lo
116. t the desired current account status for users you wish included in the report from the Status menu either Enabled Disabled or Both Account status is set in the User Record for each authenticated AGent user patron or staff member e The default selection for Status is Both 4 Select the desired sort order for the report from the Order By menu either alphabetically by Last Name alphabetically by Username or chronologically by Last Activity Date or alphabetically by Library Code e The default value for Order By is Last Name 5 If desired use the Last Activity Date text boxes to limit the report to users who last logged into AGent on a specified day or range of days e Enter dates using the format MM DD YYYY including slashes e Enter the start date for the desired last activity date range in the Start text box e Enter the stop date for the desired last activity date range in the Stop text box e To limit the last activity date range to a single day enter the same date in both the Start and Stop text boxes 6 When all desired report parameters have been specified click the Submit button to submit your report request e The User Report screen displays in an additional browser window see Viewing User Reports on page 4 22 for details User Administration 4 3 User Administration User Guide Lier Viewing User Reports When you submit a report request and select the Type of Report Text option the User Report Summ
117. ted IP address in the Starting IP Range or Ending IP Range text boxes an error dialog displays the message Invalid Starting Ending IP Address Please reenter Click the OK button to close the message and re enter the Starting IP Address or Ending IP Address as appropriate If the Starting IP Address is greater than the Ending IP Address an error dialog displays the message Ending IP MUST be greater than Starting IP Click the OK button to close the message and re enter the Starting IP Address and or Ending IP Address as appropriate 4 Repeat steps 1 through 3 to edit additional IP addresses To delete a current IP range 1 From the Define Valid IP Ranges screen click the Delete button for the IP range you wish to delete e A confirmation dialog displays the message Are you sure you want to delete this Range 2 Click the OK button to delete the selected IP Range Click the Cancel button to cancel the deletion and return to the Define Valid IP Ranges screen e The Define Valid IP Ranges screen refreshes with the selected IP Range removed from the list 3 Repeat steps 1 and 2 to delete additional IP ranges Defining Valid Barcode Ranges The Valid Barcode Ranges function lets you establish valid barcode ranges for use by AGent s optional barcode authentication feature The Valid Barcode Ranges function is available only to User Administrators that are also granted Library SuperUser permissions see the AGent PAC A
118. th with no spaces Your Please supply a permanent password Passwords can have a maximum of 20 alphanumeric chara New Password Verify Password password may have any combination of alphabetic and numeric characters and the Auto Graphics Inc nn underscore character Your password is not case sensitive III TI _ internet Permanent Password Screen To enter your permanent password 1 Enter the password you have chosen in the New Password and Verify Password text boxes Enter the password in exactly the same way in both text boxes 2 Click the Go button to save your permanent password and complete the login process e If you enter an invalid password an error dialog displays the message Passwords do not match o Make sure there are no spaces in your password o Make sure you enter your password in exactly the same way in both the New Password and Verify Password text boxes e Re enter your password in the New Password and Verify Password text boxes then click the Go button REMEMBER TO KEEP YOUR PASSWORD SECURE DO NOT tell your personal password to anyone DO NOT write your password down You will use your new password for all future logins so remember it If you think your password may be compromised you can change it at any time using the My Account feature see the AGent User Guide for details If you forget your password notify your Library or System Administrator Logging
119. the user including o User Name The username or barcode of the user o Patron Name The name of the user o Screen Name The screen name most recently entered by the user when submitting a review Maintaining the User Database BuildFrameset Windows Internet Explorer loj x E http demov2 agent auto graphics compils BuildFrameset aspx w PRS8myses 741908 cuid demow2txcusrvr panc Y User ID agstaff User Name AGSTAFF_F AGSTAFF_L Screen Name MZB Staff Blocked N Last Block Reason Block Unblock This User from Writing Reviews Delete ALL Reviews by This User To killa mockingbird Lee Harper The Auto Graphics Inc Library Yoke Highly Recommended Date Added 9 12 2007 3 02 52 PM Date Last Updated 9 12 2007 3 24 56 PM A solid illustration of the affects of bigotry and prejudice and the failure of the American jury system Although based in the 1930 s deep south plenty of parallels for today Delete This Review The cat primary visual cortex Payne Bertram R The Auto Graphics Inc Library wie COOL El Done TT TI 13 09 Internet 100 Reader Reviews Screen 3 9 3 10 3 User Administration User Guide Lier o Blocked Indicates whether or not the user is currently blocked from writing reviews either Y user is blocked from writing reviews or N user is not blocked from writing reviews o Last Block Reason The reason the user has been blocked
120. to cancel the deletion and return to the Valid Barcode Ranges screen e The Valid Barcode Ranges screen refreshes with the selected barcode range removed from the list 3 Repeat steps 1 and 2 to delete additional barcode ranges Maintaining RPA Error Codes This feature is applicable to systems utilizing remote patron authentication based on a Username or Barcode and Password or PIN retrieved from a library s remote Standard Interchange Protocol SIP2 user database Remote patron authentication in Agent is accomplished by passing the Username or Barcode and Password or PIN from the Agent login screen as a query to a library s remote Integrated Library System using the Standard Interface Protocol SIP2 The SIP2 protocol supports the transmission of patron and other circulation data between systems The AGent query is used to search the remote ILS user database and to return the appropriate patron record to Agent If the retrieved patron record shows the patron as being in good standing AGent permits an authenticated login to the system If the patron record shows the patron as being blocked based on patron codes returned by the remote ILS system AGent permits unauthenticated login to the system as either a generic patron or as a guest A copy of each patron record returned by the remote ILS system 1s also added to the AGent database In the event the remote ILS database is unavailable or if the SIP interface is not functionin
121. to permit users to add a screen name to their reviews Select the No radio button to prevent users from adding a screen name to their reviews Use the Enable Inappropriate Review Link radio buttons to enable or disable display of the Report this review as inappropriate link on all Reader Reviews available through the Search module The Report this review as inappropriate link lets users automatically submit an email to a specified email address to report reviews that may contain inappropriate content The email message includes the Title of the item to which the review is attached and the User Barcode and User Name of the user that submitted the review The name of the user submitting the report is not included in the email message Reported reviews are temporarily removed from the catalog and placed in a pending queue for review by library staff see Mediating Reader Reviews on page 3 14 for details e Select the Yes radio button to enable display of the Report this review as inappropriate link Select the No radio button to disable display of the Report this review as inappropriate link If you selected the Enable Inappropriate Review Link Yes radio button enter the email address to which emails reporting inappropriate review should be sent in the Staff Email for Reporting Inappropriate Reviews text box If you select the Enable Inappropriate Review Link Yes radio button but do not enter an email address in the Staff Email f
122. to the Add a User Account screen 18 Repeat steps 2 through 17 to add additional users to your library s database When all desired users have been added click the Close button to close the Add a User Account screen When you add a new patron record to your library s database default preferences are applied to the user s record according to the default values specified for the generic patron record see Editing Preferences for Generic Users on page 2 16 for details Modifying ILL Permissions When you add a new user and assign ILL Staff permissions see Adding a User on page 2 1 for details or when you click the ILL Permissions link on the Edit User Accounts screen see Editing User Accounts on page 2 11 for details the ILL Permissions screen displays The ILL Permissions screen shows the ILL permissions currently granted to the user You may grant or deny additional permissions as desired AGent Menu Windows Internet Explorer To modify ILL permissions Je http demov2 agent auto graphics com AgentMenu AGentMenu aspx myses 73863 amp cuid demov2z Y ae de fp gt El gt whe 1 Page Gols Or by DB SR OS RI Ma User Admin Muu eeu SiS Splash Page Admin Help 1 Use the checkboxes to select the permissions you wish to grant to the Add a User Maintain RPA Error You have added ILL Permissions for new_user Please verify these permissions Codi user gt SE ILL Permissions for new_u
123. u wish to save the file 5 Click the Save button to download the file e Depending on your browser a status dialog may display while the file is being downloaded When the file has been downloaded a Download Complete message displays Click the Close button to close the status dialog Emailing Patron Category Group Parameters You can email a copy of the Patron Category Group list or Patron Category Group Stats to yourself or another staff member To email Patron Category Group parameters 1 On the desired parameters screen click the Email button Managing Users 2 31 User Administration User Guide Lier o The Email Address screen displays AGent Windows Internet Explorer l O x in an addi ti ona I browser window http demov2 agent auto graphics com ils Email_admin asp menu PatronGroups amp systype AG 2 Enter a subject line for the email in the ai j Email Subject text box ee Paron Gospo Your Email Address 3 Enter your email address or the email E a Le 100 address of the person to whom you wish E ee SE to send the statistics report in the Your Email Address Screen Email Address text box 4 Click the Send button to send of copy of the selected circulation parameters to the specified email address e The message An Email was sent to email address y displays Click the Close button to close the message 2 32 Managing Users Cent User Administration User Guide Chapter 3 MAI
124. up screen Patron y displays in an additional browser window The screen is prefilled with the current values for the selected lt TS trternet Group Edit a Patron Group Screen 2 Make any necessary changes and click the Submit button on the Edit Patron Group screen to submit your changes Click the Close button to close the Edit Patron Group screen without saving your changes Auto Graphics Inc 4 100 4 4 Error on page e The Patron Groups screen refreshes to display your changes Merging Patron Groups You can combine two individual Patron Groups into a single Patron Group by merging the patrons from one group into another To merge patron groups 1 On the Patron Groups screen click the Merge Groups button Edit patrons with group doctest D e The Merge Patron Groups screen Kameidi doctest y displays in an additional browser coa window 2 Select the Patron Group you wish to GO nene merge into another Group from the Edit patrons with group drop down menu The Edit patrons with group menu lists a Patron Groups currently defined for your library 3 Select the Patron Group into which you wish to merge the previously selected Group from the Change to Patron Group drop down menu The Change to Patron Group menu lists a patron groups currently defined for your library 4 Click the Submit button on the Merge Patron Groups screen to merge the selected categories Merge Patron Groups Scree
125. urces etc traia y Awesome Library Awesome Source headings are shown in bold T Mer S T 22 000 carefully reviewed resources type and are indicated by a L icon sha bos a plc T NJ Union List of Serials 4 Top of Page Top of Page 2 Use the search source checkboxes to display hide the desired search sources La Internet 100 4 Display Hide Search Sources Screen 2 20 Managing Users Cent User Administration User Guide e A checkmark indicates the associated search source is selected will be hidden in the Resources list on all AGent search screens e Anempty checkbox indicates the associated search source is not selected will be displayed in the Resources list on all AGent search screens e Clicking a checkbox repeatedly will toggle it on and off 3 To select an individual search source select the checkbox for the desired search source 4 To select all search sources within a source heading select the checkbox I for the desired source heading The checkboxes for all search sources under the source heading are selected automatically 5 When all desired search sources have been selected click the Submit button to save your changes e Aconfirmation dialog displays the message Your changes will not be applied until you log back in 6 Click the OK button on the confirmation dialog e The My Favorite Search Resources screen closes automatically Deleting Users You can delete authenticat
126. urrently defined block codes for your library 2 Click the Code you wish to edit e The Edit Block Codes screen displays in an additional browser window e The Edit Block Codes screen 1s pre filled with current information for the code 3 Edit the Code Message and login Mode as desired see Adding a Block Code on page 3 5 for details Maintaining the User Database Cent User Administration User Guide 4 Click the Submit button to submit your changes to the block code Click the Cancel button before submitting to cancel your changes e The Edit Block Codes screen closes automatically and the Block Codes screen refreshes to display your changes 5 Repeat steps 2 through 4 to edit additional codes Deleting Block Codes You can delete an existing block code from your library s database To delete a block code 1 From the User Administration menu select Maintain RPA Error Codes e The Maintain RPA Error Codes screen displays e The Maintain RPA Error Codes screen lists all currently defined block codes for your library 2 Click the Delete button for the code you wish to delete e A confirmation dialog displays the message Continue to Delete Code code 3 Click the OK button on the confirmation dialog to delete the block code from your library s database Click the Cancel button to cancel the deletion e The Block Codes screen refreshes with the deleted code removed from the list 4 Repeat steps 2 a
127. vailable in Patron Group menus throughout the system e Clicking a checkbox repeatedly will toggle it on and off 5 Use the Active checkbox to indicate whether the Patron Group includes Staff e A checkmark indicates the Patron Group includes Staff e An empty checkbox indicates the Patron Group does not include Staff e Clicking a checkbox repeatedly will toggle it on and off 6 Use the Active checkbox to indicate whether the Patron Group includes Patrons e A checkmark indicates the Patron Group includes Patrons e Anempty checkbox indicates the Patron Group does not include Patrons e Clicking a checkbox repeatedly will toggle it on and off Managing Users 2 29 User Administration User Guide Lier 7 Click the Submit button on the Add Patron Group screen to submit the new Patron Group Click the Close button to close the Add Patron Group screen without adding the new Patron Group e The Patron Groups screen refreshes to display the new Patron Group Editing Patron Groups You can change the name display sequence or status of any existing Patron Group AGent Windows Internet Explorer Ioj x http demov2 agent auto graphics comfils EditPatronGroups asp pgid 88myses 738708 cuid demow28 cusrwr panc Y EPA EES To edit a patron group 1 On the Patron Groups screen click the Edit button for the Patron Group you Sequence wish to edit a Boast _ ctive Iv Staff Vv e The Edit Patron Gro
128. ws screen refreshes with the selected review deleted The review is not made available for viewing in the AGent Search module 6 To delete all pending reviews for a user e Inthe User Information field for the desired user click the Delete All Pending Reviews by This User link o A confirmation dialog displays the message Delete ALL Pending Reviews for This User e Click the OK button on the confirmation dialog to complete the deletions Click the Cancel button to cancel the deletions and close the confirmation dialog o The Reader Reviews screen refreshes with ALL pending reviews deleted The reviews are not made available for viewing in the AGent Search module 7 To delete all active reviews for a user e In the User Information field for the desired user click the Delete ALL Reviews by This User link o A confirmation dialog displays the message Continue to Delete ALL Reviews by patron name e Click the OK button on the confirmation dialog to complete the deletions Click the Cancel button to cancel the deletions and close the confirmation dialog o The confirmation message REVIEWS HAVE BEEN SUCCESSFULLY DELETED displays Click the Close button to close the message The Mediate Pending Reader Reviews screen refreshes with all pending reviews deleted The reviews are not made available for viewing in the AGent Search module Additionally all currently active reviews written by the user are removed from th

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