Follett VERSION 6.00 Manual de usuario Pagina 588
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04/04588 Reports
On the spreadsheet, locate the button named Import <data type> file. Click the
button and enter the path and filename of your data extraction file.
Use your data extraction file of: With this spreadsheet file:
Copies/Titles NonfictionDetails.xls
Copy Transactions Monthly Transactions.xls
Category Transactions Category Transactions.xls
Patrons Patron Graduation.xls
When you click OK, your data will be imported, formatted, analyzed, and
graphed automatically:
Your data is analyzed . . .
Click to enter the
path to your data
extraction file.
. . . and graphed.
To access these reports easily, copy them to your local workstation. To make
additional reports, please see your MS Excel documentation.
- User’s Guide 1
- FOLLETT SOFTWARE COMPANY 3
- PRODUCT LICENSING TERMS 3
- U.S. GOVERNMENT RESTRICTIONS 6
- Contents 9
- 10 04/04 10
- Circulation Desk 115 11
- 12 04/04 12
- Patrons 183 13
- Inventory 209 14
- Cataloging 233 15
- 16 04/04 16
- Alliance Plus 381 18
- Search Stations 403 19
- 20 04/04 20
- Reports 485 21
- 22 04/04 22
- Utilities 591 23
- Appendices 613 24
- 26 04/04 26
- Getting help 29
- About our customized training 29
- Enhancement requests 30
- About the setup chapters 31
- What you'll need 32
- 04/0434 System Setup 34
- Identifying your library 35
- 04/0436 System Setup 36
- Selecting a barcode symbology 38
- Can symbologies be mixed? 38
- To cancel changes 39
- How to test a barcode 40
- Module Password 41
- 04/0442 System Setup 42
- After setting up your site 44
- 04/0446 System Setup 46
- 04/0448 System Setup 48
- 04/0450 System Setup 50
- Sorting your call numbers 51
- 04/0452 System Setup 52
- How to add or edit categories 53
- How to delete categories 54
- 04/0456 System Setup 56
- Option Description 56
- 04/0458 System Setup 58
- 04/0460 System Setup 60
- Adding vendors 61
- 04/0462 System Setup 62
- Contact tab 63
- Notes tab 63
- Purchases tab 63
- Adding funding sources 64
- Amount tab 65
- 04/0468 System Setup 68
- Grouping your patrons by type 69
- 04/0470 System Setup 70
- 04/0472 System Setup 72
- Location prompts 73
- User Field prompts 73
- Patron information box 73
- Location 1 prompt, here 73
- Empowering your patrons 74
- 04/0476 System Setup 76
- How to limit loan periods 78
- Expiring holds 79
- Deleting holds 79
- Setting up reserves 79
- Entering the time limits 80
- 04/0482 System Setup 82
- Option Selected Cleared 82
- Template Wording 83
- 04/0484 System Setup 84
- 04/0486 System Setup 86
- 04/0488 System Setup 88
- 04/0490 System Setup 90
- Who should read this? 91
- Where do we begin? 91
- What is data exchange? 92
- Participation levels 93
- Filtering rules 94
- Setting up your union 95
- 04/0496 System Setup 96
- 04/0498 System Setup 98
- 04/04100 System Setup 100
- Setting up your members 101
- Defining your nonDX members 102
- 04/04104 System Setup 104
- Defining your DX members 106
- 04/04108 System Setup 108
- 04/04110 System Setup 110
- What's next? 112
- 04/04114 System Setup 114
- What is Circulation Desk? 115
- Starting Circulation Desk 115
- 04/04116 Circulation Desk 116
- Circulation Desk security 118
- 04/04120 Circulation Desk 120
- Transactions 101 122
- Typing or scanning barcodes 123
- Finding patrons or copies 123
- Patron dialog appears: 124
- HOME key 125
- END key takes you 125
- 04/04126 Circulation Desk 126
- 04/04128 Circulation Desk 128
- Message Cause 128
- 04/04130 Circulation Desk 130
- 04/04132 Circulation Desk 132
- 04/04134 Circulation Desk 134
- Troubleshooting 136
- Chapter 8 Checking out items 137
- How to check out a copy 138
- Adding or editing a patron 139
- 04/04140 Circulation Desk 140
- ALT + TAB to switch to it 140
- Showing due dates 142
- 04/04146 Circulation Desk 146
- Chapter 9 Renewing items 147
- 04/04148 Circulation Desk 148
- Chapter 10 Checking in items 151
- 04/04154 Circulation Desk 154
- Tracking fine payments 156
- Creating fines 158
- Editing fines 160
- Giving refunds 161
- 04/04162 Circulation Desk 162
- Chapter 12 Managing holds 165
- Readying reserves 166
- Circulating reserves 166
- 04/04168 Circulation Desk 168
- Managing holds 169
- 04/04170 Circulation Desk 170
- 04/04172 Circulation Desk 172
- 04/04176 Circulation Desk 176
- 04/04178 Circulation Desk 178
- 04/04180 Circulation Desk 180
- About Patron Maintenance 183
- Using Patron Maintenance 183
- Searching for patron records 184
- Button Description 185
- 04/04186 Patrons 186
- 04/04188 Patrons 188
- 04/04190 Patrons 190
- About global maintenance 191
- 04/04192 Patrons 192
- P 962 and click Update 193
- 04/04194 Patrons 194
- Globally deleting patrons 195
- Deleting patrons with a PHD 196
- 04/04198 Patrons 198
- Exception message Meaning 198
- Header portion of the file 200
- Importing patron records 202
- Error message Meaning 203
- Importing patron pictures 204
- 04/04206 Patrons 206
- How to export patron records 208
- Chapter 19 Inventory basics 209
- Preparing for inventory 210
- After inventory 212
- Inventory Checklist 213
- 04/04214 Inventory 214
- Steps for inventory 214
- 04/04216 Inventory 216
- Beginning an inventory 217
- 04/04218 Inventory 218
- 04/04220 Inventory 220
- 04/04222 Inventory 222
- Windows workstations 223
- 04/04224 Inventory 224
- Mac OS workstations 225
- DOS workstations 226
- RMTBAT.EXE UKREG.COM 226
- RMTBAT.HLP UKMIC.COM 226
- 04/04228 Inventory 228
- Finalizing an inventory 230
- Resetting Missing copies 231
- Deleting Missing items 232
- Chapter 21 Cataloging basics 233
- Permanent or temporary? 234
- Starting Cataloging 235
- Customizing the toolbar 236
- Cataloging Security 238
- 04/04240 Cataloging 240
- Accelerated Reader search 242
- Lexile search 243
- Reading Counts search 244
- Find-It-All Collection 245
- 04/04246 Cataloging 246
- Sources 246
- Scanning an ISBN 247
- Using your search results 248
- TitlePeek 250
- To access title information 251
- The available information 251
- Deleting a MARC record 252
- Printing MARC records 253
- 04/04254 Cataloging 254
- When to use the Easy Editor 255
- Brief MARC Record tab 256
- Added Description tab 257
- 04/04258 Cataloging 258
- Option What it contains Tips 259
- Providing additional entries 260
- Click Select to pull 261
- Easy Editor 261
- 04/04264 Cataloging 264
- The MARC Editor: an overview 265
- 04/04266 Cataloging 266
- Record component Maximum 266
- Leader tag 268
- Material type Uses Its icon 269
- 04/04270 Cataloging 270
- Its iconUsesMaterial type 270
- 04/04272 Cataloging 272
- Variable-length tags 273
- Editing indicators 274
- Working with subfield data 275
- 04/04276 Cataloging 276
- Creating crossreferences 278
- Getting started 278
- Adding new authority records 279
- 04/04280 Cataloging 280
- Authority fixed-length tags 281
- 04/04282 Cataloging 282
- Fine tuning crossreferences 283
- Adding and editing copies 285
- 04/04286 Cataloging 286
- Deleting a copy 288
- Subfields in 289
- Copy fields 289
- 04/04290 Cataloging 290
- 04/04292 Cataloging 292
- 04/04294 Cataloging 294
- 04/04296 Cataloging 296
- Examining your barcodes 297
- Exporting your records 298
- How your records will change 299
- 04/04300 Cataloging 300
- The Barcode Wizard 301
- 04/04302 Cataloging 302
- Importing Winnebago records 303
- 04/04304 Cataloging 304
- 04/04306 Cataloging 306
- Importing authority records 307
- 04/04308 Cataloging 308
- 04/04310 Cataloging 310
- Getting ready to export 311
- 04/04312 Cataloging 312
- 04/04314 Cataloging 314
- 04/04316 Cataloging 316
- Exporting authority records 318
- Splitting a collection 318
- Using categories 319
- 04/04320 Cataloging 320
- 04/04322 Cataloging 322
- 04/04324 Cataloging 324
- 04/04326 Cataloging 326
- Choose the new Circulation 327
- Type from the list 327
- 04/04328 Cataloging 328
- Updating individual copies 330
- 04/04332 Cataloging 332
- Deleting tags globally 334
- 04/04336 Cataloging 336
- Your copies appear here 337
- 04/04338 Cataloging 338
- 04/04340 Cataloging 340
- Deleting copies with a PHD 342
- Viewing the Weeding log 344
- Updating keywords 345
- Rebuilding crossreferences 346
- 04/04348 Cataloging 348
- 04/04350 Cataloging 350
- 04/04352 Cataloging 352
- Chapter 28 Cataloging tips 353
- Videorecordings 354
- Electronic resources 355
- 04/04356 Cataloging 356
- Related materials 358
- Singlerecord method 360
- Multiplerecord method 362
- Computer software 363
- Numeric data 363
- Online systems or services 363
- Web sites 366
- Computer files 367
- For further information 369
- 04/04370 Cataloging 370
- Chapter 29 Acquisitions 371
- Adding or editing an order 372
- Calculating amounts 373
- Notes for and about an order 373
- Adding a line item 374
- Finding an order 375
- Editing vendor information 376
- Updating address information 378
- Printing your order form 379
- 04/04380 Cataloging 380
- About Alliance Plus 381
- Starting Alliance Plus 381
- 04/04382 Alliance Plus 382
- Using Alliance Plus 383
- 04/04384 Alliance Plus 384
- About the Autorecon process 385
- 04/04386 Alliance Plus 386
- Preparing for an Autorecon 387
- Running an Autorecon 387
- 04/04388 Alliance Plus 388
- 04/04390 Alliance Plus 390
- 04/04392 Alliance Plus 392
- Summary 393
- 04/04394 Alliance Plus 394
- Chapter 32 Process Misses 395
- Running Process Misses 396
- 04/04398 Alliance Plus 398
- 04/04400 Alliance Plus 400
- 04/04402 Alliance Plus 402
- Accessing Setup 403
- General Setup tab 404
- Choosing the OPAC interface 405
- Controlling user access 406
- Key Combination, or 407
- Menu Function 407
- 04/04408 Search Stations 408
- Setting up passwords 409
- Text OPAC Setup tab 410
- Modifying the record display 412
- Selecting limiter options 412
- Visual OPAC Setup tab 415
- Selecting Bookbag options 416
- Saving your settings 416
- Importing the default buttons 416
- Default button sets 416
- COMMAND key 419
- Identifying the button 420
- Making the best image 421
- Launch an Application 422
- Link to a URL 423
- 04/04424 Search Stations 424
- Perform a Keyword Search 425
- Show User Type In 426
- Saving buttons 427
- Deleting buttons 427
- Putting it all together 428
- After saving your setup 429
- 04/04430 Search Stations 430
- Running WebCollection Plus 431
- Accessing WebCollection Plus 432
- A note about browser settings 433
- The Setup Information page 434
- 04/04436 Search Stations 436
- Changing the graphics 437
- Configuring the toolbar 438
- Enabling the Bookbag 439
- 04/04440 Search Stations 440
- Click to open the page 441
- 04/04442 Search Stations 442
- Select this check box 443
- 04/04444 Search Stations 444
- Enabling Patron Empowerment 445
- 04/04446 Search Stations 446
- To enable the other controls 447
- Accessing TitlePeek 448
- Setting up QuickLinks 448
- Viewing Follett eBooks 449
- Customizing your pages 450
- Web Links page 451
- Testing your setup 452
- 04/04454 Search Stations 454
- Information page 455
- Web Links page 455
- Chapter 35 Using your OPAC 457
- 04/04458 Search Stations 458
- What is a Power search? 459
- Reading Counts! search 462
- Using the search results 463
- 04/04464 Search Stations 464
- 04/04466 Search Stations 466
- Click to see 467
- Other eBooks 468
- TitlePeek button 469
- Searching tools 470
- Repeating a search 472
- Patron Empowerment 472
- Accessing other applications 474
- Using the Bookbag 475
- Viewing events 476
- Resetting the search station 476
- Getting around in Visual OPAC 477
- 04/04478 Search Stations 478
- Tracing your steps 479
- Using the Type In Search 480
- Viewing the record 482
- Clearing the search station 484
- Chapter 36 Reports basics 485
- Creating custom reports 486
- Starting Reports 487
- 04/04488 Reports 488
- Generating a report 489
- 04/04490 Reports 490
- Building a barcode list 492
- 04/04494 Reports 494
- Printing the report 495
- Printing from a PHD 496
- 04/04498 Reports 498
- Cataloging reports overview 499
- 04/04500 Reports 500
- Cataloging report Description 500
- 04/04502 Reports 502
- Generating a Code Table List 504
- 04/04506 Reports 506
- 04/04508 Reports 508
- 04/04510 Reports 510
- 04/04512 Reports 512
- Printing Copy Barcode Labels 514
- 04/04516 Reports 516
- 04/04518 Reports 518
- Generating a Lexile Report 520
- Generating a Shelf List 521
- 04/04522 Reports 522
- 04/04524Reports 524
- Generating a Title List 525
- 04/04526 Reports 526
- 04/04528 Reports 528
- Type the range of time 529
- (dates and hours) for which 529
- 04/04530 Reports 530
- 04/04532 Reports 532
- 04/04534 Reports 534
- 04/04536 Reports 536
- Circulation reports overview 537
- 04/04538 Reports 538
- 04/04540 Reports 540
- Materials: 541
- 04/04542 Reports 542
- 04/04544 Reports 544
- 04/04546 Reports 546
- 04/04548 Reports 548
- 04/04550 Reports 550
- Generating Date Slips 552
- Generating Hold Notices 553
- 04/04554 Reports 554
- 04/04556 Reports 556
- 04/04558 Reports 558
- 04/04560 Reports 560
- 04/04562 Reports 562
- 04/04564 Reports 564
- Generating an Overdue List 566
- 04/04568 Reports 568
- 04/04570 Reports 570
- Jackson School Library 571
- Generating Patron Cards 572
- Horizontal Offset* 574
- Generating a Patron Name List 575
- 04/04576 Reports 576
- 04/04578 Reports 578
- 04/04580 Reports 580
- Chapter 39 System reports 581
- 04/04582 Reports 582
- 04/04584 Reports 584
- Chapter 40 Extracting data 585
- Using extracted data 586
- To edit the extraction 587
- . . . import it into a 587
- 04/04588 Reports 588
- 04/04590 Reports 590
- About Utilities 591
- Starting Utilities 592
- Menu bar 593
- Check Database Integrity 594
- Rebuild Keywords 595
- Rebuild MARC Headings 596
- Rebuild File Indexes 597
- About the Advanced utilities 598
- Rebuild Database 599
- Reload File 600
- Remove Patron History 601
- Empty Database 602
- Enable/Disable Data Exchange 602
- Closes the Registered 603
- Products dialog 603
- 04/04604 Utilities 604
- Message Description 604
- Develop a backup strategy 605
- Media rotation 606
- Backup tips 606
- Backing up your database 608
- Restoring your database 609
- Singleuser sites 610
- Multiuser sites 611
- Restoring from backup 612
- Appendix A Glossary 613
- Cataloging System Setup 614
- Reports OPAC 614
- Utilities 614
- Available At the bindery 616
- Lost Missing 616
- Checked out Loaned out 616
- On hold 616
- 04/04 617Appendix A Glossary 617
- 04/04618 Appendices 618
- 04/04 619Appendix A Glossary 619
- 04/04620 Appendices 620
- 04/04 621Appendix A Glossary 621
- 04/04622 Appendices 622
- Circulation reports 623
- Cataloging reports 623
- 04/04624 Appendices 624
- 04/04 625Appendix A Glossary 625
- 04/04626 Appendices 626
- Bibliographic tags 627
- Tag Indicators Subfields 628
- Tag SubfieldsIndicators 629
- Tags in the Easy Editor 632
- Field name Tag/subfield 633
- Example: Tag Subfield Entry 636
- Searchable tags 637
- 04/04638 Appendices 638
- Authority tags 639
- 04/04642 Appendices 642
- Selecting a template 643
- 04/04644 Appendices 644
- 04/04646 Appendices 646
- What does a barcode contain? 647
- Barcode terminology 648
- Symbology Description 649
- 04/04650 Appendices 650
- Field Description 651
- Assigning barcodes 652
- Supported barcodes 654
- Downloading the application 655
- Using a Telxon PHD 656
- The Telxon PHD main menu 657
- Keys used most often 658
- How to change key functions 658
- PHD features 659
- PHD task commands 659
- Mastering barcode scanning 660
- Recording remote circulations 661
- Checking in items 663
- Erasing data from a PHD 664
- 04/04666 Appendices 666
- Message Cause & solution 666
- ENTER. Use the SHIFT key 666
- Rebooting your Telxon PHD 667
- Maintenance information 668
- Backup power 669
- Disposing of old batteries 670
- PHD Dolphin+ basics 672
- Scan and battery capacity 673
- Collecting inventory scans 676
- Collecting patron barcodes 676
- Collecting copy barcodes 677
- Examining barcode scans 678
- Erasing scans 679
- 04/04680 Appendices 680
- Message Cause / Solution 680
- Important Keys 682
- PHD Dolphin+ Main Menu 683
- Procedures 683
- Patron status 686
- Patron type 686
- Location 1 or 2 686
- User Field 1 or 2 686
- Circulation Type 688
- Category 688
- Copy Status 688
- Appendix G The Bar Tender 693
- Defining the barcode 694
- Adding text to the label 694
- Barcodes in The Bar Tender 696
- 04/04698 Appendices 698
- Selecting a scanner 699
- ScanTeam 3400 CCD 700
- ScanTeam 5400 Laser 701
- 04/04702 Appendices 702
- Enhancement request form 727
- The User's Guide 730
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