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Location Setup program elements

1. S o S S o General Search Window Found Window Details Window Z39 50 tab Reserve Gale Setup Other Libraries 239 50 Here you establish WEE Sell Labratories Library Network Legend communication to O California Institute of the Arts VV Searchable remote databases O Canada Institute for Scientific and Technical Information 739 50 Server r O Dept of Foreign Affairs amp Internation Trade using Z30 50 Database O Five Colleges Database technology O Florida State Library O Getty Research Institute New Server Hong Kong Academy of Performing Arts Hong Kong University of Science amp Technology New Database oO Library of Congress 1 Massachusetts Institute of Technology O Minnesota MnSCU PALS Delete Server 0 New York State Dept of Health 5 O VofMinnesota Mediy Sewer O UofWisconsin Madison 0 Yale University Test Server Test All m cont ree The following table describes the elements in the Catalog Setup Other Libraries Z39 50 tab Option Description Server and Database By default the server and database information for fifteen list Z39 50 servers is included with Spectrum Red denotes items that were tested but failed Green denotes items that were tested and passed Black denotes items that haven t been tested Legend This lets you know that if a server s box is selected its database s
2. Reserves tab Catalog Setup Important If you do not have any patron records in your database this tab is not displayed You can choose whether patrons are able to view their circulation status and or place reserves If you select either of these options you must set up your patron access information in the Patron Access group If you don t select either of these options you won t have to set up patron access information because the Patron Access group will be unavailable For help setting up reserve options see Setting reserve options in the Setup chapter of the Spectrum CIRC CAT User Manual Setup Catalog Setup program elements 37 SCC5um1200tb Catalog Setup Reserves tab Here you decide whether patrons can view their circulation status or place reserves The following table describes the elements in the Catalog Setup Reserves tab Option Description Allow patrons to view If selected lets patrons view their own circulation their circulation information such as the materials they currently have checked status out fines owed if any and so on Allow patrons to If selected lets patrons reserve materials from the catalog place reserves Important Only patrons who are assigned to a patron type that has the Place reserves in Catalog option selected in the Privileges tab of the Patron Type Setup window will be able to place reserves For more information see Privileges tab in the Patron Type Setup
3. The color options that you choose in the Color tab of Circulation Setup determine the colors of certain circulation attributes You can set a different color for overdue items in a patron s checked out list and Check In window holdings on special reserve projected fines in the Fines tab in Patron Inquiry and so on If you specify different colors for options in Circulation Setup it makes it easy to spot if a patron has expired privileges or fines for example when you load a patron in Circulation For help with setting up circulation color options see Setting color options in the Setup chapter of the Spectrum CIRC CAT User Manual Setup Circulation Setup program elements 55 SCC5um1200tb Circulation Setup Color tab Here you can choose to display different elements in Circulation in different colors The following table describes the elements in the Circulation Setup Color tab Option Description Change Color Open a window that contains a standard system color palette In this buttons window you choose the color you want each circulation attribute to be displayed in Each circulation attribute has its own Change Color button When you select colors be sure to choose a color that can be viewed easily on screen Circulation The items that can be displayed in a different color The list attributes list includes Overdue holdings Holdings on special reserve Projected fines Posted fines Reserves pl
4. You set up passwords for management functions and set up the maximum password entry attempts in this tab 64 Spectrum CIRC CAT Reference Manual SCC5rm1200tb The following table describes the elements in the Password Setup General tab Option Description Feature Indicates the specific commands functions or areas to protect Level Indicates the degree of access assigned to the corresponding feature 0 9 If you don t want to password protect a feature enter 0 zero in the Level box for that feature Maximum Indicates the number of times users can incorrectly enter a password entry password before the program doesn t let them try again You may attempts set the number of entry attempts from one to five 1 5 Features level password tabs You set the password levels for a variety of commands functions and areas in the following tabs General Materials Setup Reports Catalog Circ Circ Inquiry and Patrons If you update password information you should click the Save button before you exit Password Setup If you click the Exit button before you save your updated password information the information is not saved For help assigning password levels to program features see Protecting your program features with passwords in the Setup chapter of the Spectrum CIRC CAT User Manual Password Setup Password Setup CIRC tab This is one example of the tabs in password setup where you set the passw
5. chapter for more information Check out with Lets patrons check out materials even if they have fines fines 70 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Check out with overdues Lets patrons check out materials even if they have overdue materials Renew overdues Lets patrons renew overdue materials The program still assigns a fine to a patron for the time the item was overdue before being renewed Exceed renewal limit Lets patrons renew materials more times than normally allowed for those materials All materials in your database have a set number of times that they can be renewed according to the renewal limits you set in Material Type Setup Set their own due date Lets patrons set their own due date for materials When you check out a material to a patron with this privilege a window opens and asks what due date the patron wants The patron can use the default loan period the material s loan period or request a different date Checkout limit Restricts the number of materials a patron can have checked out at one time to the amount entered here Display materials currently out Shows in the Circulation window the titles of materials that a patron has checked out You may want to suppress this display for a patron type that typically checks out hundreds of books such as another library branch or a classroom However the default option setting is to
6. menu of Patrons Catalog Using this menu item patrons can limit catalog searches by reading grade level interest age level and interest grade level Local passwords group Controls the use of the setup password at local catalog computers Note The contents of the Local passwords group depend on whether you access the Catalog Setup window through Spectrum CIRC CAT or Spectrum Patrons Catalog Enable local passwords Spectrum CIRC CAT only Lets each lookup computer have a different setup password When selected each Patrons Catalog computer checks for the presence of a local preferences file CATSETUP PRF If it finds the file the Patrons Catalog requires that you enter the local password stored in that file or the master level 9 password before you can access Catalog Setup If no local preferences file is found the Patrons Catalog refers to the system s standard password setup Setup Catalog Setup program elements SCC5um1200tb 29 Option Description Allow passwords to be changed locally Spectrum CIRC CAT only Lets you change or enter a unique catalog setup password for each patron lookup computer at each patron lookup computer After you change or enter a password at each patron lookup computer you should disable this option but leave the Enable local passwords option enabled This step is important because by doing this the password that you entered is still accepted
7. are searchable It also lets you know that the initial item in the collapsible list is a server and the next level item is a database A server can have more than one database associated with it New Server button Opens the Server Properties window in which you set up the information for a new Z39 50 server New Database button Opens the Database Properties window in which you enter information to add a new database to the currently selected Z39 50 server Spectrum CIRC CAT Reference Manual SCC5rm1200tb Delete Server Database button Removes the currently selected server or database from the list The name of this button changes depending on the item you currently have selected For example if you currently have a server selected the button is called Delete Server Modify Server Database button Opens the Server Properties or Database Properties window in which you can edit the information for the currently selected item in the list The name of this button and the window it opens depends on the item you currently have selected For example if you currently have a database selected the button is called Modify Database Test Server button Lets you test the database s of the currently selected server or the server of the currently selected database When you click this button a test results window opens and shows you what items passed and or failed Test All button Lets you test all the servers and
8. be zero to 255 For example 1 160 10 240 could be an IP address Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Port number Enter the number of your proxy server port number in this box Available only if the Access the internet using a proxy server option is selected When an Internet message arrives at a proxy server the port number identifies where that message should be forwarded In other words the port number identifies what type of port it is For example port 80 is used for HTTP traffic port 80 is the most common Internet port number If you re not sure what or where your port number information is contact your network administrator Other Libraries Z39 50 tab The options in the Other Libraries Z39 50 tab allow you to set up communication to remote library databases such as the Library of Congress or another library in your district After you establish communication you search the remote databases using the Other Libraries tab in Catalog Make sure you select the Other libraries option in the Search Window tab of Catalog Setup otherwise the Other Libraries tab will not be available in the Search window in Catalog For help setting up other library Z39 50 options see Setting up servers and databases for other libraries Z39 50 in the Setup chapter of the Spectrum CIRC CAT User Manual Setup Catalog Setup program elements SCC5um1200tb 41 Other Libraries
9. box below enter the format forthe new number configuration using the following Configuration characters window Here you can either add new or edit existing number configurations For the number type indicator character use an For the location code character use an L For the item number character use a B For a fill character use an F For example a format of LLLLBBBBBBBGF is a 14 digit configuration where the first character is the type indicator the following 4 characters are the location code the next 8 characters are the item number and the last character is a fill character Eormat I Patron indicator s Material indicator s ance Spectrum CIRC CAT Reference Manual SCC5rm1200tb The following table describes the elements in the New Edit Configuration window Option Description Format Indicates the order of the characters within a configuration with options of I indicator character L location character B item number character and F fill character The letters must be capitalized Patron indicator s Material indicator s Setup Location Setup program elements SCC5um1200tb Indicates which number s are used as the patron indicator s for patron numbers If two numbers are listed the patron indicator is either one or the other not both Indicates which number s is are used as the material indicator s for material numbers If two numbers are listed
10. can add linefeeds after the information on your SLIP printouts You may want to add linefeeds if your SLIP bibliographies are not printing correctly This inserts a blank space for each linefeed Show SLIP Printing option in Catalog menu If you have this option selected all catalog users are able to change the SLIP printing settings If you clear this option the SLIP Printing option in the Catalog menu is not available The only way to make it available again is to delete the local sliprint prf file Setup SLIP Setup program elements SCC5um1200tb 79 80 Spectrum CIRC CAT Reference Manual SCC5rm1200tb
11. display the materials Set special fine rate per day or hour Lets you specify a different fine rate for overdues to patrons which takes precedence over the material type s fine rate If you don t want to fine certain patron types for overdue materials you could enter 0 zero for their special fine rate Setup Patron Type Setup program elements 71 SLIP Setup program elements To print slips you need to purchase the Spectrum SLIP add on program for Spectrum CIRC CAT For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 In SLIP Setup you determine what is printed on your SLIP receipts notices and bibliographies Spectrum SLIP is an add on program that produces receipt sized printouts for your library patrons to use as a record of their circulation activity fine amounts and catalog searches For help performing SLIP Setup tasks see Setting up the SLIP printer in the Setup chapter of the Spectrum CIRC CAT User Manual SLIP Printing Setup window Spectrum CIRC CAT To print slips you need to purchase the Spectrum SLIP add on program for Spectrum CIRC CAT For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 Installation directions for Spectrum SLIP are included in the Spectrum CIRC CAT Installations Guide The SLIP Printing Setup window contains three tabs General Checkouts and Fines Each tab helps you set up your options for printing fine and checko
12. material type and updates the When no pattern matches the call number use statement Call Number Patterns button Opens the Material Type Setup window with the Call Number Patterns tab activated Material Type Setup window General tab In the General tab of the Material Type Setup window you set the loan period fine amounts and other circulation options for each material type After you select the material type options you set up call number patterns which the program uses when adding new material records See Managing call number patterns in the Setup chapter of the Spectrum CIRC CAT User Manual for more information 58 Spectrum CIRC CAT Reference Manual SCC5rm1200tb For help with setting up general material type options see How to add a material type and How to edit a material type in the Setup chapter of the Spectrum CIRC CAT User Manual Material Type Setup e i xj Material Type ae er a er Setup window General tab In this tab you can set up different circulation options for each material type in your database The following table describes the elements in the Material Type Setup window General tab Option Description Type The material type number You may not edit this number This number is specified when you add a new material type Description The name of the material type up to 20 characters long Enter any term that describes the materials that belong to th
13. section of this chapter 38 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Patron number Lets you choose the information that patrons must provide in User defined order to access their circulation status and place reserves If selected each field is patron information that the patron must enter before gaining access to their circulation information For this access information you can choose any combination of the following patron record fields patron number last name first name user defined 1 user defined 2 and user defined 3 You must choose at least one of the six patron record fields Try to choose an option that has a unique identifier such as Patron number For example if Last name is the only option you choose it s probable that two or more patrons have the same last name If patrons with the same last name try to access circulation information or place a reserve an alert informs them that more than one patron matches the information they entered and that they must ask the librarian to reserve materials for them Note You can choose all six options but that might congest patrons use of the catalog Maximum login The number of times users can incorrectly enter their access attempts information before the program doesn t let them try again You can choose from one to five attempts Gale Setup tab If your library uses a proxy server and has a subscription to Gale multimedia resour
14. the material indicator is either one or the other not both 21 Calendar Setup program elements You manage your schedules and library hours in Calendar Setup In the Calendar Setup window you set up different schedules for each patron type You set up your library s open days and hours in the Weekly Hours window The Circulation part of the program uses the library hours that you set up to determine material due dates and calculate fines for overdue materials For help performing Calendar Setup tasks see Setting up the calendar in the Setup chapter of the Spectrum CIRC CAT User Manual Calendar Setup window When you open Calendar Setup the program adds two menus Schedule and Calendar to the menu bar The commands on these menus let you perform the same functions as the buttons at the top of the window The Calendar Setup window is the starting point for managing your schedules and setting up your library s hours For help setting up your calendar see Managing library schedules or Managing your calendar in the Setup chapter of the Spectrum CIRC CAT User Manual Calendar Setup window Schestle SEUNG Yeor oo ore youset up your library s Mar Apr May June July Aug Sep Oct Nov Dec gt schedules and Sun Tue Wed Thu Fri Sat weekly hours 22 Spectrum CIRC CAT Reference Manual SCC5rm1200tb The following table describes the elements in the Calendar Setup wi
15. times the printing starts cursor is moved down a line before the SLIP printer starts to print This inserts a blank line for each linefeed Linefeeds after The number you enter in this box is the number of times the printing finishes cursor is moved down a line after the SLIP printer finishes printing This inserts a blank line for each linefeed Checkouts tab In the Checkouts tab of the SLIP Printing Setup window you can print receipts automatically after every checkout by selecting Print receipt after checkouts and then specifying what information is printed on receipts For help setting up checkout receipt options for Spectrum CIRC CAT see How to set checkout receipt printing options in the Setup chapter of the Spectrum CIRC CAT User Manual Spectrum CIRC CAT Reference Manual SCC5rm1200tb SLIP Printing Setup Mi d a a a a Vv Checkouts tab Here you set up SLIP options for checkout receipts The following table describes the elements in the SLIP Setup Checkouts tab Option Description Print receipts after If selected the program automatically prints receipts after every checkouts checkout You can choose additional options so your checkout receipts print additional information However if you don t select any options or comments your checkout receipts include only the patron s name and barcode number and the date and time of the printout Print options If the Print receipts after checkou
16. In theory the maximum fine would be the cost of the material If the price field is blank the program accrues system generated fines as if you didn t set a maximum fine To avoid this problem you should also select the option Use Set amount if price of material is unavailable below Use Set amount if price of material is unavailable If you set the maximum fine allowable for a material to be equal to its price but the material s record doesn t have any data available in the price field you can use the set amount as the fallback maximum Set amount The amount that fines can accrue up to Circulation Setup Logs tab In the Logs tab of Circulation Setup you can choose to log fine and circulation transactions To see circulation and fine log information for patrons and materials conduct a patron or material inquiry in the Circulation window For help with setting up circulation log options see Setting log options in the Setup chapter of the Spectrum CIRC CAT User Manual Spectrum CIRC CAT Reference Manual SCC5rm1200tb Circulation Setup Logs tab You decide if you want to create logs for fine and circulation transactions in this tab The following table describes the elements in the Circulation Setup Logs tab Option Description Log fine Enables the fine log The fine log maintains a record of patrons transactions fine activity The log lists the patron and material involv
17. P IP services are available this box is checked Host was available box If a Z39 50 server was found at the tested server s address this box is checked Database was available box If the tested Z39 50 server contained at least one of the databases that you set up this box is checked Search supported box If at least one of the tested Z39 50 server s database s can be searched this box is checked Present supported box If at least one of the tested Z39 50 server s databases can present records this box is checked Close supported box If the tested Z39 50 server sends a close response to a close response this box is checked Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Type 1 queries If the tested Z39 50 server indicates that it can handle Type supported box 1 queries which are the only type of queries Spectrum Z39 50 Client supports this box is checked USMARC requests If the tested Z39 50 server indicates that it can handle supported box USMARC present responses which are the only type Spectrum Z39 50 Client supports this box is checked BIB1 attributes If the tested Z39 50 server indicates that it can handle Bib 1 supported box search attributes which are the only attributes Spectrum Z39 50 Client supports this box is checked View Messages button When clicked this button opens the Search Log window which displays any messages that are comm
18. Setting password levels in the Setup chapter of the Spectrum CIRC CAT User Manual Password Setup x Password Genera Meee Soup Repons casey Cre Cremuiy Estons Setup Passwords tab Here you can choose to enter a password for each password level x D O i Setup Password Setup program elements 63 SCC5um1200tb The following table describes the elements in the Password Setup Passwords tab Option Description Level Determines the degree of access given to the password you enter Password Holds the password for the corresponding level Important The level nine box must hold a password The default level nine password is CIRC We recommend you change it to a word more unique to the person s using the level nine password Case Indicates whether passwords must match the exact case you use For sensitive example if you set up HSCirc for the Circulation password and you select the case sensitive option you must type HSCirc to access Circulation HSCIRC or hscirc won t work Password Setup General tab You set the password levels for inventory file management key word management and auto MARC merge in the General tab of Password Setup The maximum password entry attempts is specified in this tab as well For help setting up password levels see Setting password levels in the Setup chapter of the Spectrum CIRC CAT User Manual Passirana SS Mixi Password Setup General tab
19. Setup SCC5um1200tb Understanding the setup program elements 0000000 14 Location Setup program elements csssssessssesseeeseeeeens 15 Calendar Setup program eleMents sssessccccssserereeseereeees 22 Catalog Setup program eleMents ccccccsceeeeeesceereeereeeees 27 Circulation Setup program elements 49 Material Type Setup program elements ssssseseseseeeee 57 Password Setup program elementts scsssssssssssssssesenees 63 Patron Type Setup program elements sssesesessseneeees 67 SLIP Setup program elements sedi ccccccccescccedececdecdeesdescdienseseceeses 72 13 Understanding the setup program elements The Setup part of the program lets you determine how your program looks and operates For this purpose Spectrum has several Setup categories Location Calendar Catalog Circulation Material Types Passwords Patron Types and SLIP printer About password protected features When you try to access the various setups in Spectrum CIRC CAT you may be prompted to enter a password If you just installed the Spectrum CIRC CAT program you are prompted to enter the master password The default master password is CIRC in all capital letters We advise that you change the master password to a word more unique to the person s using the master password See Setting up passwords in the Setup chapter of the Spectrum CIRC CAT User Manua
20. T Reference Manual SCC5rm1200tb Option Description Fax number Saves the fax number entered here This is for storage and reference purposes only Material user defined Saves names for the material records user defined fields For names example material user defined fields could be vendor name who you bought a book from or book set the name of the book set a book belongs to The names entered here are used as additional entry fields in the Holdings window of Material Edit Numbers tab The numbers setup options include options for formatting your material and patron numbers and setting up how the program recognizes and uses those numbers This includes defining number configurations for your barcodes For help setting up your numbers options see Setting your location s number options in the Setup chapter of the Spectrum CIRC CAT User Manual Location Setup e i c Numbers tab If you want to partition your materials and patrons you can do so in this window 100000 100001 1000000 Setup Location Setup program elements 17 SCC5um1200tb The following table describes the elements in the Location Setup Numbers tab Option Description Formatting Determines whether you want to remove leading zeros from material and patron barcodes imported into the Spectrum program Sagebrush recommends removing leading zeros if you use 14 digit barcodes in your library Also determines whether to exclud
21. This start date is assigned when patrons are added After a patron type s privileges expire all patrons assigned to type have expired privileges In order to change the expiration date for these patrons Sagebrush suggests you use the Patron Batch Process part of the program See Batch processing patrons in the Patrons chapter of the Spectrum CIRC CAT User Manual for more information Global due date Setup Patron Type Setup program elements The specific date by which a patron type must return all checked out materials 69 Privileges tab In the Privileges tab of the Patron Type Setup window you set up unique privileges for each patron type Privileges are options that determine how a type of patron can use the library For help setting up patron type privilege information see Adding patron types in the Setup chapter of the Spectrum CIRC CAT User Manual Patron Type Setup x Privileges tab In this tab you set up each patron type s privileges E a E a ee The following table describes the elements in the Patron Type Setup Privileges tab Option Description Type The number and description of a patron type whose privileges you change in this tab This field is not editable in this tab Place reserves in Lets patrons reserve materials in the catalog as long as the catalog Allow patrons to place reserves option in Catalog Setup is selected See Reserves tab in the Catalog Setup section of this
22. aced on holdings Text for patron s with messages fines reserves or expired privileges and Text for patron s without messages fines or reserves Spectrum CIRC CAT Reference Manual SCC5rm1200tb Material Type Setup program elements Material Type Setup lets you categorize the materials in your collection into types Materials of one type all share the same circulation properties such as their renewal limit You should set up material types before you add materials to your database The program automatically installs 20 material types you can customize to meet your library s needs and you can add more if necessary To access Material Type Setup Choose Setup gt Material Types from the Winnebago menu The Material Types window opens For help performing Material Type Setup tasks see Setting up material types in the Setup chapter of the Spectrum CIRC CAT User Manual Material Types window You manage your material types in the Material Types window For help using items in this window see Managing material types and Changing the default material type in the Setup chapter of the Spectrum CIRC CAT User Manual Material Types 2 Fiction window 3 Reference Here you set up 4 Biography your library s material types 10 400 499 11 500 599 12 600 699 13 700 799 14 ANN A9A z When no pattern matches the call number use 3 Change Default Add Edit Delete Call Number Patterns Set
23. al and patron indexes that the Lookup window uses each time you open it You can also choose if you want the Lookup window to automatically open whenever an invalid barcode is entered in Circulation In the Lookup window you search for a patron or material s and return the item s to the Circulation window to process a transaction For help with setting up circulation lookup options see Setting lookup options in the Setup chapter of the Spectrum CIRC CAT User Manual Circulation Setup Lookup tab Here you choose the options that determine how the Lookup window operates in the Circulation part of the program Patron Name 54 Spectrum CIRC CAT Reference Manual SCC5rm1200tb The following table describes the elements in the Circulation Setup Lookup tab Option Description Show Lookup window When selected opens the circulation Lookup window after entering an automatically when you enter an invalid patron or material invalid barcode number in the Circulation window Set default material When selected lets you specify the material index that lookup index displays each time you open the circulation Lookup window If you don t select this option the default index is Material Number Set default patron When selected lets you specify the patron index that lookup index displays each time you open the circulation Lookup window If you don t select this option the default index is Patron Number Color tab
24. an period that can be checked out overnight Circulation Setup Fines tab You choose circulation fine options in the Fines tab of Circulation Setup For help with setting up circulation fine options see Setting fine options in the Setup chapter of the Spectrum CIRC CAT User Manual Circulation Setup Fines tab Here you choose how the Circulation part of the program manages fines Setup Circulation Setup program elements SCC5um1200tb 51 The following table describes the elements in the Circulation Setup Fines tab Option Description Accrue fines when the library is closed Lets fines for overdue materials accumulate even when the library is closed To specify when the library is open and closed see Setting up the calendar in the Setup chapter of the Spectrum CIRC CAT User Manual Set maximum fine using Set amount Controls how high patrons system generated fines may accumulate System generated fines are fines for overdue materials that the program accrues according to the fine rates you set up in Material Type Setup and or Patron Type Setup If you don t enable this function the program continues to accrue fines until they are paid When selected lets system generated fines accrue up to but not exceed the amount you enter The price of the material Lets system generated fines accrue up to but not exceed the amount entered in the price field of each material record
25. are being paid On the fine receipt you can include a list of the fines for which the library has just collected payment Print remaining materials with fines On the fine receipt you can include a list of the materials with fines not yet paid Print library name and address fine receipts Print comments 1 5 fine receipts On the fine receipt you can include library information including the name address city state and postal code of your institution Spectrum uses the name and address entered in the Location Setup window See Setting up your location in the Setup chapter of the Spectrum CIRC CAT User Manual If selected includes the comment lines that you enter in the General tab on fine receipts Print posted fines On the fine notice you can include a list of a patron s posted fines See Managing fines in the Circulation chapter of the Spectrum CIRC CAT User Manual for more information Print projected fines On the fine notice you can include a list of a patron s projected fines See Managing fines in the Circulation chapter of the Spectrum CIRC CAT User Manual for more information Print library name and address fine notices On the fine receipt you can include library information including the name address city state and postal code of your institution The program uses the name and address entered in the Location Setup window See Setting up your location in
26. ation Setting general location information in the Setup chapter of the Spectrum CIRC CAT User Manual Setup Location Setup program elements 15 SCC5um1200tb Location Setup 2022 Location Setup General tab Your library information including library name and Springfield High School address and your 1210 Spruce St barcode configurations are Springfield managed in this window 65801 555 779 6013 The following table describes the elements in the Location Setup General tab Option Description Location code Saves the library location code and incorporates it into printed material labels The location code can be one to four characters long however Sagebrush recommends that you use four character location codes Valid characters for the location code are all uppercase letters A Z and all numerical characters 0 9 Spaces are not valid characters Note If your library participates in a cooperative library system that uses a program such as Winnebago Union CAT or Spectrum Union Catalog you need the location code to identify materials from your library Library name Saves the name entered here and includes it on printed receipts and reports It also adds the name to the title bar of the Spectrum program Address Postal code Saves the address including city state province and postal code entered here and includes it on printed receipts and reports 16 Spectrum CIRC CA
27. ays the Easy Search tab when you open the Catalog window Cross Reference Enables or disables cross referencing capabilities in the specified search tab s With cross referencing enabled you can use the See Also button while searching Note The See Also button is only available if you purchase the Cross Reference Words Database from Sagebrush Corporation Contact Sagebrush s Sales Department at 1 800 533 5430 for more information Visual search Enables or disables the Visual Search tab in the Catalog window If you select this option the Visual Search tab is available in the Catalog window The Visual Search tab lets you design specific searches and link them to visual search buttons Note The Visual Search option is only available if you purchase Visual Search from Sagebrush Corporation Contact Sagebrush s Sales Department at 1 800 533 5430 for more information Allow visual search button properties to be changed If selected you have the ability to modify the visual search buttons in Catalog Note If you select this option you can only change the properties in Spectrum CIRC CAT and not in Patrons Catalog News Enables or disables the News tab in the Catalog window You add news content by clicking the Set news text button and entering text in the News window If the News tab is available at the Catalog Search window the patron can click it to view the news text Set news text Button Lets you acce
28. by each lookup computer but patrons won t be able to change local passwords If you disabled both the Enable local passwords and Allow passwords to be changed locally options the password that you entered at each Patrons Catalog computer will not be accepted Change the setup password Patrons Catalog only Enables the Setup password box in the General tab of Catalog Setup in Patrons Catalog so that you can enter or edit the local password needed to access Catalog Setup in Patrons Catalog This option is only available if both the Enable local passwords and Allow passwords to be changed locally options are selected in your Spectrum CIRC CAT program Note This option must remain selected when you exit Catalog Setup in Patrons Catalog otherwise changes to the password won t be saved Setup password Patrons Catalog only Lets you enter or edit the local password for entering Catalog Setup in Patrons Catalog If you enter a password here the user must enter this password or the master level 9 password to access Catalog Setup in Patrons Catalog If you leave this entry blank the program doesn t prompt users for any password before accessing Catalog Setup in Patrons Catalog This option is only available if the Enable local passwords and Allow passwords to be changed locally options are selected in your Spectrum CIRC CAT program and the Change the setup password option is selected at Patr
29. ced SLIP Printer Setup window where you can button specify the number of linefeeds to insert before printing starts and after printing finishes You may want to add linefeeds if your SLIP bibliographies are not printing correctly see SLIP troubleshooting in the Setup chapter of the Spectrum CIRC CAT Reference Manual for details Comments Lets you enter additional information to appear on the SLIPs that you print up to five lines in length You can include any or all of these lines on each SLIP printout To include a comment line on a particular type of SLIP printout enable it on the respective tab either Checkouts or Fines tab Setup SLIP Setup program elements 73 SCC5um1200tb Advanced SLIP Printer Setup window The options in the Advanced SLIP Printer Setup window let you add linefeeds before and after the information on your SLIP printouts For help setting up advanced SLIP options for Spectrum CIRC CAT see How to set advanced SLIP options in Spectrum CIRC CAT in the Setup chapter of the Spectrum CIRC CAT User Manual Advanced SLIP Printer Setup Linefeeds before printing starts a Advanced SLIP Printer Setup window Here you can add linefeeds before printing begins or after printing finishes Linefeeds after printing finishes f Cancel The following table describes the elements in the Advanced SLIP Printer Setup window Option Description Linefeeds before The number you enter in this box is the number of
30. ces you set up the proxy server information in the Gale Setup tab of Catalog Setup Note Sagebrush no longer offers Gale multimedia subscriptions but we continue to support Gale for those libraries that already have subscriptions to it For help setting up proxy options for Gale see Setting Gale setup options in the Setup chapter of the Spectrum CIRC CAT User Manual Setup Catalog Setup program elements 39 SCC5um1200tb Catalog Setup Gale Setup tab If your library has a subscription to Gale multimedia 193 166 2 06 resources and uses a proxy poo server you must set up your proxy server information in this tab The following table describes the elements in the Catalog Setup Gale Setup tab Option Description Access the internet using a proxy server If selected informs your Spectrum CIRC CAT program that you have a proxy server If this is selected the other items in the tab become available Address of proxy server Enter the address of your proxy server in this box Available only if the Access the internet using a proxy server option is selected A proxy server is a server that connects internal networks to the Internet If you extend your network to the Internet a proxy server can provide firewall security content caching and management functions The format of an IP address is a 32 bit numeric address written as four numbers separated by periods Each number can
31. databases listed in the tab This process may take a long time to complete Plus you can t stop the process once you start it Once the process is finished the Search Log window opens showing the test results for all the Z39 50 servers and databases in the list Server Properties window In the Server Properties window you set up a Z39 50 server or host This is the computer where the Z39 50 server program you re trying to access is located The name of the host or server can be whatever you want but try to make it descriptive so you and your patrons know which server it is in the list You may need to contact the library whose Z39 50 server you re trying to connect to in order to get the information you need to connect to it Consult your network technician if you need help setting up this information For help with Z39 50 tasks see Managing Z39 50 servers in the Setup chapter of the Spectrum CIRC CAT User Manual Setup Catalog Setup program elements SCC5um1200tb 43 Server Properties Server Properties CARL Corporation Po The server is based on the YAZ toolkit from Index Data window The following table describes the elements in the Catalog Setup Server Properties window Option Description Name box Enter the name of the server in this box For example if you re trying to connect to the library database at New York University you could enter New York University in this box The name you ent
32. e 9 digit patron numbers You may want to exclude 9 digit patron numbers if you use social security numbers for your patron numbers By excluding 9 digit patron numbers leading zeros will not be removed from these barcodes Partition material and patron numbers Configurations button Determines whether you want to set partitions for your program If ranges are set up the material and patron numbers don t overlap If you don t set up a partition for your material and patron numbers your barcodes could mix together and it would be hard to decipher if a number was for a patron or a material If you don t set up ranges we recommend placing the letter P for patron before each of your patron barcodes Opens the Configurations window where you can add edit and delete barcode configurations Configurations window You can configure barcodes to include material and patron indicators the location code and the actual number indicators for material or patron numbers The length format and indicators are defined by the barcode configuration You add new configurations edit existing configurations and delete configurations in the Configurations window The Configurations window has four configurations set up by default including a 10 11 13 and 14 digit barcode configuration Very rarely do you need to add or edit existing barcode configurations For help setting up your barcode formats see Configuring your locat
33. e sensitive Case sensitive is a setting that tells the program to distinguish uppercase letters from lowercase letters When selected a symbol appears next to the call number pattern in the Call Number Patterns tab of the Material Type Setup window Enter pattern Lets you enter a new call pattern If you enter a pattern that is already being used by another material type an alert window asks you to either enter a new pattern or delete the conflicting pattern that s assigned to another type Spectrum CIRC CAT Reference Manual SCC5rm1200tb Password Setup program elements Password Setup is where you set up passwords to protect your program from being accessed by unauthorized personnel You can use up to nine passwords throughout your program You provide a password for each level your library wants to set up a password for Then you assign a level to each password protected part of the program You can then access that part of the program by using the assigned level password or any higher level password For help performing Password Setup tasks see Setting up passwords in the Setup chapter of the Spectrum CIRC CAT User Manual Passwords tab Before you can assign one of the nine level passwords to a feature you need to make sure you designate a password for that level It is not required to set a password for each level However the level nine password must be filled in For help setting up password levels see
34. ed in the transaction the date and the amount paid Log circulation Enables the circulation log The circulation log maintains a transactions record of patrons and materials circulation activity The log tracks the dates and times that materials were checked in and out by whom and the date due Important If your library is part of a district using the Spectrum Union Catalog program you must have your circulation log turned on in order for the Union Transaction Agent UTA to function properly For more information please refer to the Spectrum Union Catalog documentation or your district administrator Setup Circulation Setup program elements 53 SCC5um1200tb Option Description Save all Stores all transactions in the circulation log However you may transactions not want to have the log keep track of all past transactions Saving all transactions may require more disk space Save a maximum Sets a limit on the number of transactions per material the of _ transactions circulation log stores If you set a transaction limit of three for example then a material s first log record is removed when the material is checked out for the fourth time This option does not limit the log of transactions per patron all transactions are automatically logged for all patrons Lookup tab The lookup options that you choose from this tab determine how the Lookup window functions in Circulation You can set the default materi
35. er here is the one displayed in the Other Libraries tab in both Catalog Setup and Catalog Address box Enter the address of the Z39 50 server that you re trying to connect to in this box This is usually an IP or Internet Protocol address The format of an IP address is a 32 bit numeric address written as four numbers separated by periods Each number can be zero to 255 For example 1 160 10 240 could be an IP address You can also enter the URL address of the library you re trying to connect to in this box For example the URL for the Library of Congress is 23950 loc gov The address can be up to 100 characters Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Port box Enter the number of your Z39 50 server port number in this box When a message arrives at a Z39 50 server the port number is an identifier for where that message is to be forwarded You should accept the default value of 210 the default port for most Z39 50 compliant programs unless you know the port number of the server you re setting up Contact your network administrator for more information Description box Lets you enter a description of the Z39 50 server that you re setting up You might want to enter a detailed name for the library whose database you want to search hours the server is up and so on You can enter up to 200 characters in this box Username box Lets you enter the username to use if authenticati
36. erent options for each patron type in your database 68 Spectrum CIRC CAT Reference Manual SCC5rm1200tb The following table describes the elements in the Patron Type Setup General tab Option Description Type The number associated with a patron type You may not edit this number It is specified when you add a new patron type Description The full name of a patron type for example 01 Class Faculty User defined field names Youth Each patron type can have up to three user defined fields up to 16 characters long each for special information These user defined fields may be different for each patron type and are in addition to the fields that already exist in CIRC CAT patron records first and last name address city state postal code patron type and barcode number You enter the names of the fields here and later in the Patron Edit window you enter the data for the three fields for example home phone number Social Security Number parent or classroom Schedule The schedule assigned to a patron type You must have already set up your schedules in the Calendar Setup window The program assigns the default schedule if you have no other schedules set up Privileges expire on The specific month day and year entered MM DD YYYY when privileges for a patron type expire Privileges expire after _ months The number of months until the privileges for a patron type expire Note
37. ing by which your library hours are recorded Click the radio button of the setting you use Open The open or closed status of the library for each day of the week Select the box to change the status as necessary inserting a check mark open or removing the check mark closed Setup Calendar Setup program elements 25 SCC5um1200tb Option Description Time Open Closed The times HH MM that the library opens and closes AM PM Available only if you selected 12 Hour time The expression of time of day for the time entered Click the button to switch between AM and PM 26 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Catalog Setup program elements Catalog Setup lets you control the appearance availability and content of catalog windows The options you choose determine how the catalog functions and what your patrons can do when using the catalog For help performing Catalog Setup tasks see Setting up the catalog in the Setup chapter of the Spectrum CIRC CAT User Manual Catalog Setup General tab In the General tab of Catalog Setup you set search options for the catalog including limits on patrons activities in the catalog For help setting up general catalog setup options see Setting general catalog options in the Setup chapter of the Spectrum CIRC CAT User Manual Catalog Setup Catalog Setup General tab Here you decide what restrictions you re going to set u
38. ion s barcodes in the Setup chapter of the Spectrum CIRC CAT User Manual 18 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Configurations Length Format Material Patron window This window lists FFFBBBBBBBB all of your 13 ILLLLBBBBBBBF 1 0 barcode formats 14 ILLLLBBBBBBBBF 3 2 Type indicator From this window you can add edit or delete a barcode format B Item number indicator L Location indicator F Fill character indicator Add Edit Delete _ cose The following table describes the elements in the Configurations window Option Description Length This indicates the number of characters in a barcode configuration By default the Configurations window has four different length barcode configurations 10 11 13 and 14 digits Format Indicates the order of the characters within a configuration with options of I type indicator character L location character B item number character and F fill character The letters must be capitalized Material Indicates the number of the material type indicator 1 If two numbers are in this column the material type indicator is either one or the other not both This number is used to differentiate material barcodes from patron barcodes Patron Indicates the number of the patron type indicator I If two numbers are in this column the patron type indicator is either one or the other not both This nu
39. is type such as Fiction Reference Art and so on Loan period The amount of time patrons can have materials of this type out on loan You enter either the number of calendar days or the number of hours that a material can be checked out The loan period includes days the library is open and closed Grace period The length of time after a material is overdue before fines accrue You can set a grace period of 0 zero to make fines accrue as soon as a material is overdue The grace period s unit of time days or hours is determined by your loan period s unit of time Setup Material Type Setup program elements 59 SCC5um1200tb Option Description Fine rate The rate by which fines for overdue materials of this type increase This rate is per day or per hour depending on the loan period The program automatically calculates and assigns these fines for overdue materials when they are checked in Special fine rates that you set up in Patron Type Setup take precedence over the material type fine rates Renewal limit The number of times a material of this type can be checked out repeatedly by one patron If the renewal limit is 0 zero materials of this type can t be renewed You can override the renewal limit in circulation Allow overnight checkout Materials with hourly loan periods can be checked out overnight To set the number of hours after the library opens that overnights are due see Setting
40. l for more information about passwords For help performing setup tasks see Setting up the program in the Setup chapter of the Spectrum CIRC CAT User Manual 14 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Location Setup program elements In the Location Setup part of the program you enter your library s user defined 1 and 2 fields for your materials and the location code if you use 14 digit barcodes If your library participates in a cooperative library system such as Winnebago Union CAT or Spectrum Union Catalog you may need the location code to identify materials from your library You can also set up a partition between material and patron records All of these entries are optional For help performing Location Setup tasks see Setting up your location in the Setup chapter of the Spectrum CIRC CAT User Manual Location Setup General tab The General tab of the Location Setup window prompts for general details about your local library such as your library s location code name address postal code fax number and material user defined fields Although it s not required that you set up all the information in the General tab we recommend that you enter it here so you can reference it Plus some of the information prints on reports and the items that you enter in the user defined fields are used as additional entry fields in the Holdings window of Material Edit For help setting up your general location inform
41. log Setup program elements 35 SCC5um1200tb WebConnect Includes the WebConnect tab in the Details window The WebConnect tab lists web addresses associated with the selected material Important If no web addresses are listed in the selected material s record the tab won t display even if the WebConnect option is selected in Catalog Setup Default Determines the record format to be displayed when you open the Details window You can choose from MARC Record Itemized List Card Image Copies or the format most recently displayed One of the first four options for which tabs to show in the Details window must be selected in order to view details about the materials you find If you don t select MARC record Itemized list Card image or Copies an error message informs you that you must select one of these options before closing the Catalog Setup window Show Records group You can choose how text for search terms and hyperlinks is displayed in the catalog s Details window The search terms used to find the records are emphasized in the Details window by formatting the word in a specific color bold or italic text This option helps users see why the record was found during the search by emphasizing the search term words that appear in the record Color search terms Sets the color for search terms When you click this button you open a window that contains a standard system color palette Here you can choose the co
42. lor you want search terms to be displayed in By default search terms are blue If you change colors be sure to choose a color that can be viewed easily on screen Bold search terms If selected displays search terms as bolded text By default this box is checked Italic search terms If selected displays search terms as italicized text By default this box is not checked 36 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Show hyperlinks If selected displays hyperlink text in the color you specify A in records as material s author s subject s series title added entry title and added entry author hyperlinks in the Spectrum Catalog are underlined text that when clicked launch a new catalog search on the text After you click the underlined text the Materials Found window contains all of the materials found in a catalog search using the selected underlined word as the search term Color Sets the color for hyperlinks When you click this button you open hyperlinks a window that contains a standard system color palette Here you can choose the color you want hyperlink text to be displayed in By default hyperlinks are purple If you change colors be sure to choose a color that can be viewed easily on screen Important In order for search terms and hyperlinks to display correctly on a Windows based computer monitor color settings must be set at a minimum of High Color 16 bit or higher
43. mber Patterns tab Here you manage your library s call number patterns The following table describes the elements in the Material Type Setup Call Number Patterns tab Option Description Type The material type number You may not edit this number This number is specified when you add a new material type Add button Opens the Call Pattern window in which you can set up a new call number pattern Edit button Opens the Call Pattern window in which you can modify the selected call number pattern Delete button Removes the selected call pattern from the call pattern list and from the program database Setup Material Type Setup program elements 61 SCC5um1200tb Option Description Test call number pattern Call number Lets you test the call number to verify that it assigns the correct material type to a material imported into the program Testing ensures that the pattern doesn t conflict with an existing pattern Call Pattern window You enter new call patterns in the Call Pattern window Each time you click the Add or Edit button in the Call Number Patterns tab this window opens Call Pattern x Call Pattern window I Case sensitive Here you enter new or edit Enter pattern FIC existing call l patterns Cancel The following table describes the elements in the Call Pattern window Option Description Case sensitive Lets you decide if you want the call pattern to be cas
44. mber is used to differentiate patron barcodes from material barcodes Add button Opens the New Configuration window in which you can set up a new barcode format Note You cannot have a barcode format of the same length as an existing barcode format For example you cannot set up two configurations that are made up of 10 characters Setup Location Setup program elements 19 SCC5um1200tb Option Description Edit button Opens the Edit Configuration window in which you can modify an existing barcode format Delete button Removes the currently selected barcode configuration New Edit Configuration window The New Configuration and Edit Configuration windows are identical except for their titles The Edit Configuration window opens with the data for the selected configuration already in the format and indicator boxes You set up how many digits you want in your material and patron numbers and whether you want material or patron type indicators I location indicators L item number indicators B or fill characters indicators F when you add or edit the configurations You can also determine what numbers to use for patron and material type indicators Note The Format box only accepts the letters I L B and F and they must be capitalized For help adding or editing barcode formats see How to add and edit a barcode configuration in the Setup chapter of the Spectrum CIRC CAT User Manual New Edit In the
45. n the Server Properties window in address the server is not a Catalog Setup and make sure the address proper internet you listed for the server is correct see address Managing Z39 50 servers in the Setup chapter of the Spectrum CIRC CAT User Manual If the address listed in the Server Properties window is correct contact the remote library and verify you have the correct address Valid server addresses are either an IP address or a URL Host closed Host has refused the Open the Server Properties window in connection Catalog Setup and make sure you have could also say Z association not accepted by the host or Z association terminated If all else fails connection possibly because a password is required and or the password entered is incorrect You may get these messages in a Z39 50 defined message If you still can t resolve the problem entered the correct password see Managing Z39 50 servers in the Setup chapter of the Spectrum CIRC CAT User Manual If you didn t enter a password and one is required or you entered the wrong password contact the remote library for the correct password 1 Document what you were trying to do the error message and what you tried to do to resolve it 2 Contact Sagebrush Technical Support 48 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Circulation Setup program elements The Circulation Setup window consists of several tabs where you can access all
46. nal material information after check in Opens a program window immediately after you do a checkin and shows the following information about each material you just checked in material number title last borrower name of any patron who has the material on reserve From this window you also access more details about the material s you checked in such as date and time checked out date and time due and the patron number of anyone who has the material on reserve Clear patron information after each complete transaction When selected removes the patron information and the materials in the Materials checked out list after all materials entered in the Materials list are successfully processed 50 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Save in library usage for materials When selected tracks materials used in the library but not checked out You record in library use by simply checking in materials found left around the library after patrons use them To view statistics of the in library use of a material load the material into the Circulation window and click the Material Inquiry button or double click the material Then in the Material Inquiry window click the Local Information tab Overnight checkouts due __ hours after library opens Lets you set the number of hours after the library opens that overnight checkouts are due Overnights are materials with an hourly lo
47. ndow Option Description Calendar toolbar Contains buttons that help you set up your calendar For more information Available button and menu commands in Calendar Setup later in this section Schedule Contains the schedules that you add and set up in Calendar Setup If you don t have any schedules set up the list only contains the Default schedule The Default schedule is set up so that the library is open Monday through Friday and closed on the weekends for every month of the year You can modify the Default schedule but you cannot delete it There is no limit to the number of schedules that can be added to the calendar Year Contains the years that you add for a particular schedule The current year is displayed by default for the active schedule When years are added to the calendar they are added to the schedule selected in the Schedule box When a year is added and the year immediately prior to that year exists in the calendar the information for that year open close hours etc is set to be equal to the previous year If the preceding year does not exist in the calendar the default settings are used There is no limit to the number of years a schedule can have but the range of valid years is from the current year to 2038 Calendar month Contain the calendar days on each month tab for the year tabs currently selected There are 12 month tabs that correlate with the months of the year starting with the Jan Janua
48. of the circulation options to customize your library s circulation activities For help performing Circulation Setup tasks see Setting up circulation in the Setup chapter of the Spectrum CIRC CAT User Manual Circulation Setup General tab The circulation options in the General tab of Circulation Setup determine how the program functions when you perform circulation activities For help with setting up general circulation options see Setting general circulation options in the Setup chapter of the Spectrum CIRC CAT User Manual Circulation Setup Circulation Setup General tab Here you set up general options for the Circulation part of the program Vv Mi d Mi Mi y d Setup Circulation Setup program elements 49 SCC5um1200tb The following table describes the elements in the Circulation Setup General tab Option Description Set privacy option Suppresses all material titles in the Circulation window regardless of material type material numbers checkout dates and due dates still appear However even if you select this option you can still find out a material s title by doing a material inquiry Allow sounds in circulation Enables beeps that occur when you do certain circulation related actions Display an alert when a patron with fines is loaded When selected opens an alert in the Circulation window when you load a patron who has outstanding fines Display additio
49. on is required by the Z39 50 server that you re setting up The username is provided by the remote library whose database you want to search You can enter up to 30 characters in this box Password box Required fields Lets you enter the password to use if authentication is required by the Z39 50 server that you re setting up The password is provided by the remote library whose database you want to search You can enter up to 30 characters in this box Test Results window When you run a test on a Z39 50 server you re checking to make sure all the items in the test results window pass A checked box indicates a passed item If any boxes other than the Close supported box are not checked the site is not available to the Z39 50 client in other words no searches can be performed using the Z39 50 server that didn t pass the test For help testing servers see How to test an individual server and its databases and How to test all servers and databases in the Setup chapter of the Spectrum CIRC CAT User Manual Setup Catalog Setup program elements SCC5um1200tb 45 Bell Labratories Library Network M M d M M M M M Example of a Test Results window This is what your test results window would look like if the test for an individual server passed The following table describes the elements in the Catalog Setup Test Results window Option Description TCP IP available box If TC
50. ons Catalog computers Spectrum CIRC CAT Reference Manual SCC5rm1200tb Search Window tab In the Search Window tab of Catalog Setup you set up the options for how the main search window in Catalog looks and operates For help setting up search window setup options see Setting search window options in the Setup chapter of the Spectrum CIRC CAT User Manual Catalog Setup ee S xl Search Window tab You can specify the searching abilities news information and what tabs to display in the Catalog window The following table describes the elements in the Catalog Setup Search Window tab Option Description Easy search Enables or disables the Easy Search tab in the Catalog window If you select this option the Easy Search tab is available in the Catalog window The Easy Search tab has simple limited searching abilities Expanded search Enables or disables the Expanded Search tab in the Catalog window If you select this option the Expanded Search tab is available in the Catalog window The Expanded Search tab allows more detailed searches such as Boolean searches than the Easy Search tab Setup Catalog Setup program elements 31 SCC5um1200tb Option Description Default Displays the selected search tab Easy Search Expanded Search or Visual Search by default when you open the Catalog window For example if you choose Easy Search as your default search tab the Catalog window displ
51. ord levels for different commands and functions in the specified area of the program Setup Password Setup program elements 65 SCC5um1200tb The following table describes the elements in the Password Setup Materials Setup Reports Catalog Circ Circ Inquiry and Patrons tabs Option Description Feature Indicates the specific commands functions or areas to protect Level Indicates the degree of access assigned to the corresponding feature 0 9 f you don t want to password protect a feature enter 0 zero in the Level box for that feature 66 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Patron Type Setup program elements Patron Type Setup lets you categorize your library s patrons so you can specify circulation privileges for each type Patrons of one type all share the same circulation privileges such as their schedule or whether they can check out with fines You should set up patron types before you add patrons to your database For help performing Patron Type Setup tasks see Setting up patron types in the Setup chapter of the Spectrum CIRC CAT User Manual Patron Types window You manage your patron types in the Patron Types window For help performing Patron Type Setup tasks see Adding patron types Editing patron types and Deleting patron types in the Setup chapter of the Spectrum CIRC CAT User Manual Patron Types ioj xi Patron Types window 2 Juni
52. ors H 4 Sophomores ere you set 5 Seniors up your library s patron types Add Edit Delete The following table describes the elements in the Patron Types window Option Description Patron Types list Contains the list of patron types set up in your library database By default this list is empty Add button Lets you add new patron types and set up their options Setup Patron Type Setup program elements 67 SCC5um1200tb Option Description Edit button Opens the Patron Type Setup window in which you can modify the selected patron type Delete button Removes the selected patron type from the patron types list and from the program database Note You cannot delete a patron type that is currently being used for patrons If you try to delete a type that is in use the program warns that you must first change all patrons of this type to another type Patron Type Setup General tab When you add or edit a patron type the program displays the Patron Type Setup window which has two tabs General and Privileges In the General tab of the Patron Type Setup window you set user defined fields the associated schedule expiration date and global due date for each patron type For help setting up general patron type information see Adding patron types in the Setup chapter of the Spectrum CIRC CAT User Manual Patron Type Setup Patron Type Setup General tab In this tab you can set up diff
53. p for the catalog and whether Patrons Catalog computers can be set up locally Setup Catalog Setup program elements 27 SCC5um1200tb The following table describes the elements in the Catalog Setup General tab Option Description Number of minutes before windows reset Clears the search window and closes all other catalog windows after a specified time in minutes that the catalog is inactive The following items are reset or removed material type limits locked items search terms and indexes and window positions Maximum number of items to print in a bibliography Limits the number of bibliography materials a patron can print from a catalog search Setting this number can reduce the time a patron uses the printer and the amount of paper used Maximum number of items to find in a search Limits the number of records the catalog locates through a search Placing restrictions on searches may be useful to speed up the results of catalog searches While searching stop counting copies after Limits how many copies of a material the program counts in a search Choosing a low number can reduce search times because the program doesn t process several copies of the same material Open Patrons Catalog full screen Provides extra security so patrons can t easily access or change computer settings If selected Patrons Catalog opens in a full screen concealing the task bar on Windows work
54. ry tab These tabs are where you set up your library s open and closed days Closed days appear blue with white text and open days appear white with black text You can change the status of a day from open to closed or vise versa by clicking it Closed days are calculated into the loan period but materials will never be due on a closed day Setup Calendar Setup program elements 23 SCC5um1200tb Available button and menu commands in Calendar Setup You manage your library s calendar and schedules by using either the commands in the Calendar and Schedule menus or the corresponding buttons The following table describes the available button and menu commands in the Calendar Setup window Command Button Description Add New Creates another schedule with a name you enter Schedule ag 2 Delete Permanently removes the selected schedule from your Schedule list of available schedules You cannot delete the EA ma Default schedule Save Changes m Saves the currently selected hour and year settings You don t have to manually save your changes before exiting when you exit after making changes the program prompts you to save However you may want to save your settings periodically during a long setup process Rename Schedule Changes the name of the selected schedule to a name you enter Add New Year Creates an additional year for your calendar The first available unused year displa
55. s for how the Materials Found window in Catalog looks and operates The following table describes the column options that can be included in the Found window in Catalog Option Description Material type If selected displays the description of the material type for each material in the Materials Found window Location If selected displays the location information for each material in the Materials Found window Copyright date If selected displays the copyright date information for each material in the Materials Found window 34 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Details Window tab In the Details tab of Catalog Setup you choose the record format s available in the Details window in Catalog For help setting up details window setup options see Setting details window options in the Setup chapter of the Spectrum CIRC CAT User Manual Catalog Setup Details Window tab Here you set up the options for how the Details window in Catalog looks and operates Most recent display Normal Search Term Hyperlink The following table describes the elements in the Catalog Setup Details Window tab Option Description MARC record Displays the MARC Record tab in the Details window Itemized list Displays the Itemized List tab in the Details window Card image Displays the Card Image tab in the Details window Copies Displays the Copies tab in the Details window Setup Cata
56. ss the News window where you can enter any text you want patrons to view at catalog computers You can enter community and school events or any other newsworthy items You can enter up to 30 000 characters in the News window For more information see Managing library news in the Setup chapter of the Spectrum CIRC CAT User Manual 32 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Collections available Enables or disables the Collections Available tab in the Catalog window Using this tab you can select the collections to be searched Your library collection consists of the material records of your library Resource collections contain such items as news articles and abstracts Note You can only access resource collections if you purchase a subscription You can purchase the Resource Collection Subscription program from Sagebrush Corporation For more information contact Sagebrush s Sales Department at 1 800 533 5430 Other libraries Enables or disables the Other Libraries tab in the Catalog window If you select this option the Other Libraries tab is available in the Catalog window The Other Libraries tab let your patrons search remote databases using Z39 50 technology Note The Spectrum Z39 50 Client feature may be sold separately from Spectrum CIRC CAT For information on obtaining this feature contact Sagebrush s Sales Department at 1 800 533 5430 Use wild card searching for a
57. station computers and the menu bar on Macintosh workstation computers Using this feature in conjunction with an exit Catalog password results in a more secure Patrons Catalog See Security options for Patrons Catalog in the Setup chapter of the Spectrum CIRC CAT User Manual for more information Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Setup in Patrons Catalog Enables the Setup command on the Catalog menu at Patrons Catalog computers CIRC CAT computers are not affected Selecting this option lets you access all the setups where you or patrons can customize the catalog settings for each Patrons Catalog computer The program stores local settings in a local preference file at each Patrons Catalog computer Catalog Setup options you set at a Patrons Catalog computer affect that computer only Sagebrush doesn t recommend selecting this option unless you also set up the local password so patrons don t have the ability to alter your settings See the Relationship between Catalog Setup and Patrons Catalog topic in the Setup chapter of the Spectrum CIRC CAT User Manual for more details Set Material Type Limits Enables the Material Type Limits selection in the Catalog menu of Patrons Catalog Using this menu item patrons can limit their searches by material type Set Reading Interest Levels Enables the Reading Interest Levels command in the Catalog
58. the Setup chapter of the Spectrum CIRC CAT User Manual Print comments 1 5 fine notices Setup SLIP Setup program elements If selected includes the comment lines that you enter in the General tab on fine notices 77 SLIP Printing Setup window Patrons Catalog To print slips you need to purchase the Spectrum SLIP add on program for Spectrum CIRC CAT For details contact Sagebrush Corporation s Sales Department at 1 800 533 5430 You set up your SLIP printing options for Patrons Catalog locally at each Patrons Catalog station For help setting up SLIP options for Patrons Catalog see Setting SLIP printing options in Patrons Catalog in the Setup chapter of the Spectrum CIRC CAT User Manual SLIP Printing Setup SLIP Printing Setup window Patrons ee Catalog Here you set up HP C LaserJet 4500 PS options for catalog bibliographies The following table describes the elements in the SLIP Printing Setup window in Patrons Catalog Option Description SLIP printer Choose your printer from the SLIP Printer box Number of line You can add linefeeds before the information on your SLIP feeds before printouts You may want to add linefeeds if your SLIP printing starts bibliographies are not printing correctly This inserts a blank space for each linefeed 78 Spectrum CIRC CAT Reference Manual SCC5rm1200tb Option Description Number of line feeds after printing finishes You
59. ts option is selected the following options are available materials being checked out textbooks being checked out materials currently checkout out to patron textbooks currently checkout out to patron available reserves for patron patron s fines library name and address You can choose any combination of the options above to include that information on your checkout receipts Setup SLIP Setup program elements SCC5um1200tb 75 Option Description Print comments If selected includes the comment lines that you enter in the 1 5 General tab on all checkout receipts SLIP Setup Fines tab You can specify your options for printing fine receipts and notices The top group in the Fines tab of the SLIP Printing Setup window contains the options for fine receipts The bottom group in the Fines tab contains options for fine notices For help setting up fine receipt and notice options for Spectrum CIRC CAT see How to set fine receipt and notice printing options in the Setup chapter of the Spectrum CIRC CAT User Manual SLIP Printing Setup Fines tab Here you set up SLIP options for fine receipts and notices 76 Spectrum CIRC CAT Reference Manual SCC5rm1200tb The following table describes the elements in the SLIP Setup Fines tab Option Description Print receipt after fine payment Automatically prints the fine receipt immediately after a fine payment is recorded Print fines that
60. unicated between Z39 50 servers and clients This item has no impact on the success or failure of a test for either a server or database Search Log window The Search Log window tracks any messages that are communicated between Z39 50 servers and clients You can view this log in the Other Libraries tab in Catalog and Catalog Setup This window opens automatically after you test all Z39 50 servers in the Other Libraries tab in Catalog Setup or when you click the View Messages button in the Test Results window after you test an individual server The Host column indicates which Z39 50 server generated the message and the Message column displays the contents of the message The following table describes common error messages that may be listed in the Search Log window along with possible solutions to help resolve the problems Error message Description Solution Connection to This is received Test the server in Catalog Setup see host failed when the server is Managing Z39 50 servers in the Setup not responding chapter of the Spectrum CIRC CAT User properly Either itis Manual Make sure the information that is down it does not listed in the Other Libraries tab in Catalog exist or itis nota Setup is correct If that doesn t work wait a Z39 50 site few hours and try to test the server again Setup Catalog Setup program elements 47 SCC5um1200tb Error message Description Solution Invalid host Address given for Ope
61. up Material Type Setup program elements 57 SCC5um1200tb The following table describes the elements in the Material Types window Option Description Material Types list Contains the list of material types set up in your library s database The program automatically installs 20 material types which are 1 Default 2 Fiction 3 Reference 4 Biography 5 Easy 6 000 099 7 100 199 8 200 299 9 300 399 10 400 499 11 500 599 12 600 699 13 700 799 14 800 899 15 900 999 16 Story Collection 17 Juvenile 18 Audio Visual 19 Professional 20 In Library Use Add button Lets you add new material types and set up their options Edit button Opens the Material Type Setup window in which you can modify the selected material type Delete button Removes the selected material type from the material types list and from the program database Note You cannot delete a material type that is currently being used for materials If you try to delete a type that is in use the program warns that you must first change all materials of this type to another type If you need to change materials of one type to another type Sagebrush suggests you use the Material Batch Process part of the program See Batch processing materials in the Materials chapter of the Spectrum CIRC CAT User Manual for more information Change Default button When clicked makes the selected material type the new default
62. up circulation in the Setup chapter of the Spectrum CIRC CAT User Manual Allow advance bookings Enables the advance booking feature in Circulation for the selected material type Do not display in checked out list The materials of this type are suppressed so they re not visible in the patrons Materials Checked Out list in the Circulation window If you enable the privacy option in circulation all material titles regardless of type are suppressed Textbook or fixed asset This material type is for textbooks or fixed assets Textbooks and fixed assets don t count toward patrons checkout limits The checkout limit is the number of items a patron can have checked out at a time Checkout limits are specified in the Privileges tab of the Patron Type Setup window Searchable When a material type is designated for textbooks or fixed assets specifies whether materials of this type are searchable through the catalog Materials that are not textbooks or fixed assets are searchable Spectrum CIRC CAT Reference Manual SCC5rm1200tb Call Number Patterns tab In the Call Number Patterns tab of the Material Type Setup window you add edit or delete call number patterns as necessary You also test call number patterns in this tab For help with setting up call number patterns see Managing call number patterns in the Setup chapter of the Spectrum CIRC CAT User Manual Material Type Setup Call Nu
63. ut receipts and fine notices from your Spectrum CIRC CAT program To set up SLIP options for Spectrum Patrons Catalog you have to set specific SLIP options in the Patrons Catalog program on each computer For help setting up SLIP for Spectrum CIRC CAT see Setting SLIP printing options in Spectrum CIRC CAT in the Setup chapter of the Spectrum CIRC CAT User Manual SLIP Setup General tab The General tab of the SLIP Printing Setup window includes options for printing checkout and fine receipts as well as bibliographic lists printed from the catalog For help setting up general SLIP options for Spectrum CIRC CAT see How to set general SLIP printing options in Spectrum CIRC CAT in the Setup chapter of the Spectrum CIRC CAT User Manual 72 Spectrum CIRC CAT Reference Manual SCC5rm1200tb SLIP Setup General Checkouts Fines General tab Here you Tae choose which HP C LaserJet 4500 PS Advanced printer to use and set up any Comments for printouts additional comments that Comment 1 you want to Comen fo print on your SLIP printouts Comment 3 Comment 4 Comment 5 The following table describes the elements in the SLIP Setup General tab in Spectrum CIRC CAT Option Description Printer The name of the printer where the SLIP data is sent for printing These names are based on which printers are currently installed on your computer Advanced Opens the Advan
64. uthor title subject Lets you choose whether your catalog users can use the implied wildcard The implied wildcard in Catalog is placed at the end of each search word For example if you enter the search term cat the search results would display cat as well as catamaran and catacomb but not bobcat because cat appears at the end of the word The default setting is to allow searching with the implied wildcard Automatically display browse window after unsuccessful search If selected unsuccessful searches automatically display the Browse window instead of a No materials were found alert window Bottom line Displays the text you enter in the Bottom line box at the bottom of the Catalog window You can enter up to 100 characters Note Your entire message may not be visible in the Catalog window it depends on your operating system s font settings and the width of the characters Setup Catalog Setup program elements SCC5um1200tb 33 Found Window tab In the Found Window tab of Catalog Setup you can specify whether to display additional information for a found material in the Catalog At a minimum the Materials Found window displays the call number title and author of each material found in a search For help setting up found window setup options see Setting found window options in the Setup chapter of the Spectrum CIRC CAT User Manual Catalog Setup xj Found C m Window tab Here you set up the option
65. ys by default You can choose to add a year to the selected schedule or to all schedules Delete Year Permanently removes the selected year from your list of available years You cannot delete a year to which a patron type is assigned Set Weekly Hours H El E Opens the Weekly Hours window in which you can set the opening and closing times for all days of the week for an entire year Spectrum CIRC CAT Reference Manual SCC5rm1200tb Weekly Hours window For each year in your calendar you can set the library s hours in 12 hour or 24 hour time You can print out the hours you enter here as open closed times by printing the Calendar Hours report in the System reports see the Reports chapter in the Spectrum CIRC CAT reference and user manuals For help setting up the library hours see Setting your library hours in the Setup chapter of the Spectrum CIRC CAT User Manual Weekly Hours Weekly Hours for 2000 Weekly Hours window Here you set up your library s opening and closing times C 24 Hour time 12 Hour time Open Time Open Time Closed J Sun AKA a Pi IV Mon 0200 AM os 00 V Tue 03 00 AM 05 00 P V Wed 09 00 AM 0500 P M Thu 09 00 AM 0500 P W Fri 09 00 AM os 00 P M Sat 09 00 i PAM f 05 00 P Cancel i The following table describes the elements in the Weekly Hours window Option Description 24 12 Hour time The standard of timekeep

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