INSIGNIA LIBRARY SYSTEM TRAINING GUIDE FOR TORONTO CATHOLIC SCHOOL DISTRICT DATE: AUG 25 -SEP 05/2014 INSIGNIA SOFTWARE CORPORATION

Transcription

1 INSIGNIA LIBRARY SYSTEM TRAINING GUIDE FOR TORONTO CATHOLIC SCHOOL DISTRICT DATE: AUG 25 -SEP 05/2014 INSIGNIA SOFTWARE CORPORATION

2 Table of Contents Welcome to Insignia Software... 4 System Requirements... 4 Part I: Lecture... 5 Getting Started: 20 min... 5 Objectives:... 5 Search: 10 min... 5 Features... 5 Objectives... 5 Circulation: 30 min... 6 Features... 6 Objectives... 6 Patrons: 10 min... 6 Features... 6 Objectives... 6 Reports: 10 min... 6 Features... 6 Objectives... 6 Coffee Break: 15 min... 6 Hands-on: 60 min... 6 Lunch Break: 30 min... 7 Cataloging: 30 min... 7 Features... 7 Objectives... 7 Administration: 30 min... 7 Features... 7 Objectives... 7 Online Public Access Cataloge (OPAC): 15 min... 7 Features... 7 Objectives... 7 Tech Support: 10 min... 7 Features... 7 Objectives... 8 Coffee Break: 15 min... 8 Hands-on: 60 min... 8 Part II: Hands-On... 9 Search: 10 min... 9 Simple Search... 9 Circulation: 30 min... 9 Checkout an item... 9 Mark an item Lost Renew an item Reserve an item Collect or Waive Fine Check in Items Renew By Scanning Book Barcode Homeroom Checkout Patrons: 10 min Add a Patron Delete a Patron Reset Patron Password: Reports: 10 min Print Common Reports Insignia Software Corporation Page 2 of 32 Insignia Library System Training Guide

3 Add Reports in Favorite List Cataloging: 30 min Add Holdings Catalog a Title by ISBN (Cataloger only) Catalog from a File/Import Record Catalog using Z3950 (Cataloger only) Original Cataloging (Cataloger Only) Print Barcodes: Administration: 30 min Create Loan Types Define System Messages OPAC: 15 min OPAC... Error! Bookmark not defined. Search Bar Simple Search Kids Search Offline Circulation Set Up... Error! Bookmark not defined. Using Offline Circulation... Error! Bookmark not defined. Technical Support Submit an Issue: 5 min Online Technical Support Meeting: 5 min Toll Free Number Knowledgebase Summary of Objectives Search Objectives Circulation Objectives Patrons Objectives Reports Objectives Cataloging Objectives Administration Objectives OPAC Objectives Tech Support Insignia Software Corporation Page 3 of 32 Insignia Library System Training Guide

4 Welcome to Insignia Software Thank you for choosing Insignia Library System for your library. This training will provide you with the knowledge and the hands-on experience needed to learn the key components of the Insignia Library System that you will use to manage your library. Training format consists of a lecture followed by hands-on practice. For each module we have defined the objectives and the tasks that we would like you to complete during the hands-on period. Step by step instructions for tasks to be completed during the hands-on portion of the training are in the second half of the training guide. Please pay attention to the lecture as it is the best way to get the most out of the training. You will have plenty of time to explore Insignia Library System during the hand-on session. Login IDs will be provided during the hands-on exercise. There is a summary of tasks at the end of this document. Please make sure you can perform those tasks by the end of this training. If you have any questions during the training, please let me know. System Requirements The computers in the training lab and the computers in the library for cataloging and circulation should meet the following requirements: 1. Windows XP+ (Recommended Windows 7). 2. PIV+ with 1 GB RAM (Recommended 2 GB). 3. Resolution 1024x Adobe Reader Internet Explorer 8.0 (recommended IE9), Firefox, Chrome. 6. Microsoft Silverlight. 7. Microsoft Critical update in last six months. For student and staff search, the requirement is: 1. Any computer with leading browser 2. Resolution 1024x800. Insignia Software Corporation Page 4 of 32 Insignia Library System Training Guide

5 Part I: Lecture Getting Started: 20 min Objectives: 1. Get familiar with the interface and unique features of Insignia Library System. 2. Navigating to ILS from a browser Librarian: ILS URL: Students: OPAC URL: 3. Creating a shortcut on your Desktop and in Favorite Bar For ILS delete everything after /ils in the URL For OPAC delete everything after /library in the URL. 4. Login Screen Remember Me (select if you are the only person who uses ILS from this computer) Link to OPAC Online Meeting Hide Navigator (I will show you what you can hide once we log in). 5. Interface 5.1. Menu, Navigator, and Quick Toolbar Opening Multiple Windows. 6. Show Me Videos. 7. Help Online Help Online Tech Support Meeting Feedback New Case. 8. Escape Key 8.1. Pressed once clears the screen Pressed twice closes the screen. 9. Alerts Reserves New Requests Past students with fines New Students. 10. Color template. 11. Breadcrumbs Form Header. 12. New/Edit Mode When background of the fields is grey, it means it is in Read-Only mode When background of the fields is white, it means it is in edit mode To modify any record you must click Edit first To save changes you must click Save. 13. Customize Quick Toolbar Add the most commonly used features to it Make icons large, menu Help > Large Icons Search: 10 min Features 1. Simple Search. 2. Advanced Search. Objectives 1. Find a book for a patron using simple search engine and give them the call no and status of the book. 2. Be able to reserve an item for a patron using patron barcode or their name. Insignia Software Corporation Page 5 of 32 Insignia Library System Training Guide

6 Circulation: 30 min Features 1. Check Out. 2. Check In. 3. Renew. 4. Collect Fines. 5. Homeroom/Class Checkout Objectives 1. Check out books for patrons by scanning their barcode or typing their name. 2. Renew items from the checkout window. 3. Reserve an item from the checkout window. 4. Add notes or warnings for a patron or add notes to an item. 5. Reset a different checkout date other than that based on circulation type. 6. Mark a book as Lost or Claim Returned. 7. Collect and waive fines. 8. Renew items from the renew window. 9. Check in a damaged item. 10. Checkout books using Homeroom checkout interface. Patrons: 10 min Features 1. Manage Patrons. 2. Print Patron Barcodes. Objectives 1. Update/add/delete patrons, only for non-student and non-staff patrons, student and staff are being imported daily. 2. Update your profile with the address and phone #. 3. Reset patron password. 4. Print patron barcodes. 5. Set patron preferences. 6. Take patron pictures (if applicable). Reports: 10 min Features 1. Predefined Reports for cataloging/circulation/patrons. Objectives 1. Print key reports with different criteria Items in Circulation Overdue Message. 2. Create favorite report list. Coffee Break: 15 min Hands-on: 60 min Please complete the hands-on section given on page Insignia Software Corporation Page 6 of 32 Insignia Library System Training Guide

7 Lunch Break: 30 min Cataloging: 30 min Features 1. Catalog Books. 2. Print Barcode/Spine Label. Objectives 1. Add holdings to existing titles. 2. Add new title using (catalogers only): 2.1. Scan ISBN Search Z Import from a file (if applicable) Cloning records Original Cataloging. 3. Print barcodes and spine labels. 4. Link titles to kiosk categories. 5. Recommend titles. 6. Approve Book Reviews. 7. Add cover image using webcam (if possible, catalogers only). Administration: 30 min Insignia Library System has been configured so it is fully functional, but there are some important parameters that we would like you to be aware of. Features 1. Library Info. 2. Circulation Types. 3. Configuration. 4. System Message. Objectives 1. Set loan parameters 2. Set override password 3. Configure system message 4. Set library parameters Online Public Access Catalogue (OPAC): 15 min Features 1. Simple Search. 2. Kids Search. 3. My Account. 4. Smartphone Apps. Objectives 1. Show patrons how to search the OPAC. 2. How to use Smart Phone Apps. Tech Support: 10 min Features 1. New Case. Insignia Software Corporation Page 7 of 32 Insignia Library System Training Guide

8 Online Support. Objectives 1. How to submit a case. 2. How to start online meeting. Coffee Break: 15 min Hands-on: 60 min Please do hands-on given on page Insignia Software Corporation Page 8 of 32 Insignia Library System Training Guide

9 Part II: Hands-On To start using Insignia Library System 1. Start IE or Firefox. 2. Go to the ILS URL. Search: 10 min Simple Search 1. Click on menu Search > Simple or click on in the Quick Toolbar. Step 2 Step 6.1 Step 3 Step 5 Step Enter the search query. 3. Click on the icon representing the search criteria, such as title, author, subject, barcode. 4. To view item details double click on the desired item in the grid. 5. Holding information is provided in the bottom grid If it is out, it will show whom it is checked out and when it is due. 6. Reserve an item Select the title and click on Reserve to reserve by patron barcode Select the title and click on Reserve By Name to reserve by patron name. Circulation: 30 min Checkout an item 1. Click on menu Circulation > Checkout or click on in the Quick Toolbar. Insignia Software Corporation Page 9 of 32 Insignia Library System Training Guide

10 Step 5 Step 2 Step 9.1 Step 3 Step 9.2 Step 8 Step 7 2. Enter a few letters of patron s last name then space and then a few letters of their first name and press enter or just enter/scan the patron barcode. 3. Scan the barcode of the item to be checked out. 4. Repeat above steps for other items to be checked out. 5. To checkout textbooks, select the option Textbook if textbooks barcodes are not unique; if barcodes are unique simply scan the barcode. Mark an item Lost 6. If not in checkout screen Click on menu Circulation > Checkout or click on in the Quick Toolbar Enter a few letters of patron s last name then space and then a few letters of their first name and press enter or just enter/scan the patron barcode. 7. Select the checkbox left of the item to be marked lost. 8. Click on Lost. Renew an item If not in Checkout screen Click on menu Circulation > Checkout or click on in the Quick Toolbar Enter a few letters of patron s last name then space and then a few letters of their first name and press enter or just enter/scan the patron barcode. 9. Select the checkbox left of the item to be renewed Click on Renew To renew all items, click on checkbox right below Items on Loan tab and click on Renew. Reserve an item If not in Checkout screen Click on menu Circulation > Checkout or click on in the Quick Toolbar Enter a few letters of patron s last name then space and then a few letters of their first name and press enter or just enter/scan the patron barcode. Insignia Software Corporation Page 10 of 32 Insignia Library System Training Guide

11 Step 11 Step 10 Step 12 Step 14 Step Click on the Reserve tab. 11. Click on the Find button. 12. Specify search string for the item and click on Search. 13. Select the item to be reserved. 14. Click on Reserve. Collect or Waive Fine 15. If not in Checkout screen Click on menu Circulation > Checkout or click on in the Quick Toolbar Enter a few letters of patron s last name then space and then a few letters of their first name and press enter or just enter/scan the patron barcode. Step 16 Step 18 Step 17 Insignia Software Corporation Page 11 of 32 Insignia Library System Training Guide

12 16. Click on Collect Fines tab. 17. Select the checkbox left of the item for which fine is being collected or waived. 18. Click on Collect or Waive button If you are waiving fines, you will need to specify a reason. 19. Specify the amount collected or waived When waiving an amount you can specify either the value or %. 20. Click Ok. Check in Items 1. Click on menu Circulation > Check in or click on in the Quick Toolbar. Step 2/3.2 Step 3.4 Step 3.1 Step Scan the barcodes If an item is on Reserve, a popup message will show up requesting confirmation for the reserve. 3. To check in the damaged book: 3.1. Select the Check in Damaged Books checkbox Scan the barcode Specify a fine, a new location, and comments if needed Click on the Check In button. Renew By Scanning Book Barcode Step 6 Step 6 Step 2/5 Step 4 1. Click on menu Circulation > Renew or click on in in the Quick Toolbar. 2. Scan in the items to be renewed. Step 3 Insignia Software Corporation Page 12 of 32 Insignia Library System Training Guide

13 2.1. If the item is not on reserve and the loan constraints are not exceeded the system will automatically renew the items for the patron based on the loan parameters If patron has breached any constraints, a popup message will require an override password 3. To renew the items for a different date other than the date based on circulation type, click on Renewal Due Date checkbox. 4. Specify the date. 5. Scan in the items to be renewed. 6. To open Checkout and load the profile of the current patron whose books are being checked in, click on Checkout 7. To check in textbooks, select the checkbox if textbook barcodes are not unique Homeroom Checkout 1. Click on menu Circulation > Homeroom Checkout or click on in the Quick Toolbar. Step 2 Step 3 Step 4 Step 9 Step 8 2. Select the homeroom 3. Click on the student 4. Scan the book barcode 5. Repeat step 5 for all the books for the selected patron 6. Click on next patron picture 7. Scan the book barcode 8. You can also adjust rows and columns (we recommend 9x3) 9. To change default due date, select the checkbox and specify a date Patrons: 10 min Add a Patron All student and staff have been added, you only need to add non-district patrons such as volunteers or parents. 1. Click from the Quick Toolbar. Insignia Software Corporation Page 13 of 32 Insignia Library System Training Guide

14 Step 2 Step 8 Step 4 Step 5 2. Click New. 3. Enter the patron s information in the available fields Required information is last name, first name, group and circulation type 4. Select the proper Circulation Type and Patron Group from the dropdown list. 5. If this patron will help you catalog/circulate books in the library then select the checkbox Can Use Desktop and Silverlight. 6. If this patron works in more than one library, select all the libraries they work in. If no libraries are selected, the patron will be able to work in all of the district s libraries. 7. Click on Save 8. To set a password click on Set Password, and specify a password and click Change, NOT Reset & Send Step 6 Insignia Software Corporation Page 14 of 32 Insignia Library System Training Guide

15 9. When adding a student/staff, it is recommended you wait until next day when automated process imports it automatically. If you have to add student/staff right away, do the following: 10. Search for any student in the district by selecting the Union checkbox 11. If you find the patron, select it 12. Click on Change Library Select your Library, Group Type, and Circulation Type, the rest is optional 13. If you cannot find it add as shown above 14. You must enter the student id or staff id as patron id/student id, if you do not have student id/staff id please do not enter it. Step 10 Step 22 Step 10/16/20 Step 18 Step 12 Delete a Patron Only non-district patrons such as volunteers or parents need to be deleted, others will be archived automatically. 15. Click on menu Patron > Find/Add Patron or click in the Quick Toolbar. 16. Search for the patron by selecting search criteria from the dropdown list and enter a search term in the search field. 17. Select the patron from the list. 18. Click Delete. Reset Patron Password: 19. Click on menu Patron > Find/Add Patron or click on in the Quick Toolbar. 20. Search for the patron by selecting search criteria from the dropdown list and enter a search term in the search field. 21. Select the patron from the list. 22. Click Set Password: Enter the new password and confirm password and click on Change To automatically generate and send a confidential password to the patron by click on Reset and Send. Insignia Software Corporation Page 15 of 32 Insignia Library System Training Guide

16 Reports: 10 min Print Common Reports 1. Click on menu Reports > Circulation tab or click on in the Quick Toolbar. 2. Select Items in Circulation for a List of overdue books: 2.1. Select the parameter(s) from the right Click on Preview. 3. Select Overdue Message to generate overdue letters. Add Reports in Favorite List 1. Click on Circulation tab (any other tab). Step 2 Step 3 Step 4 2. Search for the report. 3. Select the report: 3.1. Items in Circulations Overdue Message. 4. Click on Add To Favorites. 5. Repeat above steps to add your important reports to the favorites list. 6. Next time the report is needed, simply go to My Favorites tab. Insignia Software Corporation Page 16 of 32 Insignia Library System Training Guide

17 Cataloging: 30 min Add Holdings 1. Click on menu Cataloging > Find/Add Item, or click on in the Quick Toolbar. Step 3 Step 2 Step x Step 11 Step 5 Step 4 Step Step Search for a title. 3. Select the title and click on Add Copy: 3.1. If entering more than one copy specify the quantity and Click OK Select how you like to generate the barcodes and Click OK Specify price and Call No and circulation type, everything else is optional If adding a single copy, enter the quantity 1 and click Ok. Step 3.1/3.2 Insignia Software Corporation Page 17 of 32 Insignia Library System Training Guide

18 If you have a preprinted barcode scan it into the barcode field or leave it blank to let system generate a barcode automatically Click on Save. Insignia recommends that you let the system generate the barcodes for you. Quick Cataloging 1. Start internet explorer 2. Go to this url: 3. Login with user id and password, your user id is cat0### and password is 0###, where ### is your school id (if not sure what it is please call us) 4. More than one person can use the same login ID Step 5 5. Click on the icon Step 6.3 Step Do the following to catalog a book: 6.1. If there is no barcode label on the book, place one on it Scan or type the ISBN Enter Call No (strongly recommended but not required) Enter Price (optional) Scan the book barcode Click on Catalog. 7. Repeat step 6 for all the books to be cataloged. Step 6.5 Step 6.6 Insignia Software Corporation Page 18 of 32 Insignia Library System Training Guide

19 Catalog a Title by ISBN Step 3.1 Step 3.1 Step 4 1. Click on menu Cataloging > Find/Add Item or click on in the Quick Toolbar. 2. Scan the ISBN at the bottom left and click on Z3950 Cataloging: 2.1. ILS will search for that ISBN and if it finds a match it will import the MARC record Repeat step 2 for all items to be cataloged. 3. Select the title and click on Edit to make changes: 3.1. Make sure call no, material type, and collection type is set according to your standard. 4. If you like to limit lending to a specific group, select the group. 5. Click on Save. 6. To add copies click on Add Copy in the Basic tab: 6.1. Specify the quantity and click OK If entering more than one copy specify the quantity and Click OK Select how you like to generate the barcodes and Click OK Specify price and Call No and circulation type, everything else is optional If adding a single copy, enter the quantity 1 and click Ok If you have a preprinted barcode scan it into the barcode field or leave it blank to let system generate a barcode automatically Click on Save. Insignia Software Corporation Page 19 of 32 Insignia Library System Training Guide

20 Catalog from a File/Import Record Step 5 Step 3 Step 6 1. Click on menu Cataloging > Find/Add Item or click on in the Quick Toolbar. 2. Click on Import. 3. Click on Select File. 4. Click on Browse: 4.1. Select the File Click open. 5. Specify additional parameters or use default values: 5.1. Leave defaults unless you want to select a different parameter. 6. Click on Import If the file does not have 852 tag then search for item by Date Created (step 1 above) and specify today s date Select the title. 7. To add copies click on Add Copy in the Basic tab: 7.1. Specify the quantity and click OK If entering more than one copy specify the quantity and Click OK Select how you like to generate the barcodes and Click OK Specify price, Call No, and circulation type, everything else is optional If adding a single copy, enter the quantity 1 and click Ok If you have a preprinted barcode scan it into the barcode field or leave it blank to let system generate a barcode automatically Click on Save. 8. Repeat above steps for all titles imported. Important: If MARC file contains tag 852, please make sure the barcodes are 14 digits. Insignia Software Corporation Page 20 of 32 Insignia Library System Training Guide

21 Catalog using Z39.50 (Catalogers only) Step 2 Step 4 Step 3 Step 6 Step Click on menu Catalog > Cataloging > Z39.50 or click on in Quick Toolbar. 2. Select the Z39.50 server to search: 2.1. Strongly recommended that you do not pick more than three Z39.50 servers Right now we have added three for you: Mitinet Amicus Library of Congress. 3. Enter the search term such as title, author and the criteria to search by 4. Click Search. 5. System will return titles matching the search criteria: 5.1. To see more detailed of the title, double click on the title in the grid. 6. If you wish to import the MARC record, select the checkbox for the item in the grid If you like to catalog as regular library book, click on Catalog It: 6.2. If you like to Catalog it as textbook click on Catalog As Textbook. 7. Now Go to Find/add Item. 8. Search for item by Date Created by today s date. 9. Edit each record to make any change you like: 9.1. The most important fields to check will be call no, collection type, material type and audience type as those many not match your district standard. 10. Click on Save. 11. To add copies click on Add Copy in the Basic tab: Specify the quantity and click OK If entering more than one copy specify the quantity and Click OK Select how you like to generate the barcodes and Click OK Specify price and Call No and circulation type, everything else is optional If adding a single copy, enter the quantity 1 and click Ok If you have a preprinted barcode scan it into the barcode field or leave it blank to let system generate a barcode automatically Click on Save. 12. If it is a textbook go to Find/Add Textbook and add copies there. Insignia Software Corporation Page 21 of 32 Insignia Library System Training Guide

22 Original Cataloging (Cataloger Only) Step 3 Step Click on menu Cataloging > Find/Add Item or click on in the Quick Toolbar. 2. Click on New. 3. Select the Bibliographic Item Type (e.g. Books, Maps, Music): 3.1. Click Select % of the time it will be the default type Books. 4. Enter all the information available in the Basic Information tab and Notes/Subjects tab: 4.1. Remember the author s name is entered as last name, first name in main entry Additional authors and subjects can be added in the Subjects tab You will get a dropdown list for all authority items, such as series title, author, subject headings, publisher, etc. 5. Click on Save when all information has been entered. 6. To add copies click on Add Copy in the Basic tab: 6.1. Specify the quantity and click OK If entering more than one copy specify the quantity and Click OK Select how you like to generate the barcodes and Click OK Specify price and circulation type, everything else is optional If adding a single copy, enter the quantity 1 and click Ok If you have a preprinted barcode scan it into the barcode field or leave it blank to let system generate a barcode automatically Click on Save. Insignia Software Corporation Page 22 of 32 Insignia Library System Training Guide

23 Step 6 Step 4.2 Print Barcodes: Important: When printing barcodes, ensure that Auto Rotate is unchecked and Page Scaling is set to none in the Print window. Insignia Software Corporation Page 23 of 32 Insignia Library System Training Guide

24 1. Click on menu Cataloging > Barcode Spine Label from or Click on in the Quick Toolbar. 2. Select filtering criteria ('Date Created' and 'Created By' criteria are always selected by default). 3. Select the layout from the Layout Type dropdown list. 4. Click Preview. 5. To print click on the printer icon Remember to set the page scaling to none and auto-rotate unchecked. Insignia Software Corporation Page 24 of 32 Insignia Library System Training Guide

25 Step 3 Step 4 Administration: 30 min Create Loan Types 1. Click on Administration > Library Setting > Circulation Types. Insignia Software Corporation Page 25 of 32 Insignia Library System Training Guide

26 Step 2 2. Click on Patron Circ Type tab. 3. Click on Edit. 4. Specify the constraints to limit checkout privilege: 4.1. Total # of items that can be borrowed How many overdues allowed How many reserves allowed How many lost allowed. 5. Click on Save. Step 8 Insignia Software Corporation Page 26 of 32 Insignia Library System Training Guide

27 6. Double click on a row in the grid below. 7. Click on Edit Grid. 8. Specify the constraints: 8.1. The total # of items of this type allowed to user of this type The loan period to user of this type The renewal period to user of this type. 9. Click on Save. Define System Messages Step 2 Step 5 Step 6 1. Click on Administration > Library Setting > System Messages. 2. Select a message type from dropdown list. 3. Click on Edit. 4. Edit the message. 5. To add a filler click in the text where the filler should be added. 6. Select the filler and click on Add. 7. Click on Save. Insignia Software Corporation Page 27 of 32 Insignia Library System Training Guide

28 OPAC: 15 min Search Bar School list Kids Search Simple Search 1. In OPAC your school will be selected based on your school IP or the login id You may be prompted to enter login information When prompted for login, enter your network login id and password you use to login to your computer in the morning. 2. To search for an item in your library select your library if not already selected. 3. Enter a search term and press enter. 4. To refine search click on any of the refine search parameters on the left. 5. Click on the shelf list to see the shelf list. 6. Click on Locate It to see the shelf where book is located. 7. Click on Text It to send the title as a text message. 8. Use the More drop-down: 8.1. Add Reviews. Step Rate Books 8.3. Create a Favorite List Step 3 9. Click on a title to see more information Step 4 Step 5/6/7 Step 8 Kids Search Insignia Software Corporation Page 28 of 32 Insignia Library System Training Guide

29 New Books Series Title Kiosk/Pictorial Recommended Books 10. Click on Kids link in the search bar. 11. To search for an item in your library select your library if not already selected. 12. Enter a search term and press enter. 13. Click on cover image to see brief summary. 14. Click on Where Is It, to see where it is located in the library. 15. Click on Kiosk to search by categories. Step To see what s New Click on New icon. 17. To search by series. 18. To see books recommended, click on the Recommended icon. Step 9 Step 8 Step 4 Step 5 Insignia Software Corporation Page 29 of 32 Insignia Library System Training Guide

30 Technical Support **** s are monitored all the time (including holidays and after hours), and are the most reliable means of getting hold of insignia technical support *** Submit an Issue: 5 min To submit a case you must have your address and phone # in your profile in the patron record. Step 2 Step 3.1 Step 5 Step 4 1. Click on menu Help > New Case. 2. Enter a title. 3. Fill-out the information Case Type, Category, Priority. 4. Description: provide specific examples, such as instead of stating I cannot checkout a book, specify which patron (name/barcode) and which book (title/barcode) you cannot checkout. 5. To upload an attachment, click on Attachment. 6. Click on Submit to submit the issue. 7. Next time when you call us, please refer to the case #, with the last 4 digits. Online Technical Support Meeting: 5 min When are not able to help you over the phone we will ask you to start an online meeting. To start an online meeting, please follow these steps: 1. Click on menu Help > Online Meeting. 2. When you are prompted to Run or Open, do so, you may have to do that twice depending on your browser. 3. It may ask you to trust the program, click Yes. 4. The window as shown below will pop up. Please give us the meeting id and password that you see here. Insignia Software Corporation Page 30 of 32 Insignia Library System Training Guide

31 5. Sometimes it may take few seconds (15-20) for this window to popup, and sometimes it may be hidden behind another program. 6. Once we finish helping you, you can close the above screen. Toll Free Number Option 2 insigniasupport@insigniasoftware.com Knowledgebase Click on the link Knowledgebase Your login ID is your address and password is your last name, you can login and reset the password Insignia Software Corporation Page 31 of 32 Insignia Library System Training Guide

32 Summary of Objectives Search Objectives 1. Help patron find books in the library. 2. Be able to reserve an item for a patron using barcode or patron name. Circulation Objectives 3. Check out books for a Patron, override default due date. 4. Renew an item from checkout. 5. Reserve a book by title or copy. 6. Add notes to a patron or a book. 7. Mark a book as Lost or Claim Returned. 8. Collect/waive fine. 9. View an Item Loan History and patron loan history. 10. Renew an item by scanning barcode. 11. Check in a damaged item. Patrons Objectives 12. Update your profile with the address and phone #. 13. Add/Delete Patrons. 14. Reset patron password. 15. Print out Patron Barcodes. Reports Objectives 16. Print key reports with different criteria: Overdue List Reserve List Overdue Messages. 19. Create Favorite report list. Cataloging Objectives 17. Add holdings to existing titles. 18. Add new title using: Scan ISBN Search Z Import from a file (if applicable) Original Cataloging. 19. Print out Barcodes and Spine Labels. 20. Link title to different kiosk categories. 21. Recommend Books. 22. Approve Book Reviews. Administration Objectives 23. Set loan parameters. 24. OPAC preferences. 25. Configure System message. OPAC Objectives 26. Get familiar with Easy, Kids, and Simple search. Tech Support 27. Be able to submit an issue. 28. Be able to start an online technical support meeting with Insignia. Insignia Software Corporation Page 32 of 32 Insignia Library System Training Guide