how do i create a category? open the copy categories tab of library search, media search, or...

12
How do I create a category? Open the “Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to “Add Copy Category” at the top of the page, enter a unique name of up to 30 characters. If you want this category available to your patrons, clear the “Restricted” check box. Click . The copy category appears in the “Copy Categories” list.

Upload: maria-mcmahon

Post on 26-Mar-2015

216 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

How do I create a category?

• Open the “Copy Categories” tab of Library Search, Media Search, or Textbook Search, in the Catalog.

• Next to “Add Copy Category” at the top of the page, enter a unique name of up to 30 characters.

• If you want this category available to your patrons, clear the “Restricted” check box.

• Click . • The copy category appears in the “Copy

Categories” list.

Page 2: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

In “Library Search,” select “Copy Categories”

Page 3: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

In “Library Copy Category,” type name and save

Page 4: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

When adding records from vendor, select the “Update” for the “Assign Copy

Information”

Page 5: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

In the “Assign Copy Information,” select “Assign”

Page 6: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

Select the Category created for this import. Remember it must be created before

importing.

Page 7: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

How do I make reports for Circulations Statistics for

Copy Categories?

Page 8: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

In “Back Office,” select Reports

Page 9: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

Click “Collection Statistics – Historical”

Page 10: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

In the dropdown menu by “Organized By”, select “Copy Category”

Page 11: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

If you only want to run by specific category, click “Update” by “Copy Categories”. Also, if you want to run the report by specific date, you’ll need to put in the appropriate date range in “Circulations

From/to”. You may also choose to “Show” “Summary Only” or “Title & Copy Details”. Click “Run Report”

Page 12: How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category

Select “Copy Category” and click “OK”