WHAT S NEW IN HTML5 TABLE OF CONTENTS

Transcription

1 WHAT S NEW IN HTML5 Insignia Software is proud to announce that our HTML5 version is now available to all our customers. Our major focus in the HTML5 release was making Insignia customizable to your needs. All features available in our Silverlight version have been incorporated in our HTML5 version along with some brand new ones. TABLE OF CONTENTS TABLE OF CONTENTS... 1 SYSTEM REQUIREMENTS... 2 DISABLE POP-UP BLOCKING... 2 INTERNET EXPLORER... 2 GOOGLE CHROME... 2 MOZILLA FIREFOX... 2 CUSTOMIZATION... 2 QUICK TOOLBAR... 3 OFFLINE MODE... 4 CIRCULATION... 4 RESERVE LIST... 4 CATALOGING... 5 REPORTS... 7 CONFIGURATION... 7 SECURITY... 8 GOOGLE CHROME EXTENSION... 9 Page 1 of 10

2 SYSTEM REQUIREMENTS 1. You can now use Insignia in any leading browser including IE (version 10+), Firefox, Chrome, Opera, and Safari IE should not be in backward compatibility mode. 2. Insignia can be used on most devices including PC, Mac, and Android and Apple mobile devices. 3. Adobe Reader is strongly recommended. DISABLE POP-UP BLOCKING If you switch to a different browser, please disable pop-up blocking for your Insignia URL so reports and barcode/spine labels can be previewed. INTERNET EXPLORER When you try to preview a report or a barcode/spine label, a preview may not appear. At the bottom of the window, select Options for this site and click Always allow. GOOGLE CHROME When you try to preview a report or a barcode/spine label, a preview may not appear. In your browser, look for the icon below and click it. In the options that appear, select Always allow pop-ups from and click Done. MOZILLA FIREFOX When you try to preview a report or a barcode/spine label, a preview may not appear. In your browser, look for the icon below and click it. In the options that appear, select Allow pop-ups for. CUSTOMIZATION All customization is user-based and will only affect the account that the you are logged in as. 1. All windows can now be resized Windows can be made larger or smaller by moving your cursor to the corner of a window and dragging to resize it You can maximize a window by clicking to display more information. 2. You can increase the magnification by using the Windows zooming feature Click and hold CTRL and the + or - button on your keyboard to zoom in or out. 3. The new interface is almost completely customizable Customization features are offered to users based on their permission level You can choose to enable (check) or disable (uncheck) features based on your needs using the Options or More button on most screens. Page 2 of 10

3 4. The grid columns are now customizable. You can choose exactly what information you would like to see. Left Click + Drag to reorder the columns. QUICK TOOLBAR The quick toolbar has been updated to allow more advanced customization that ever before. 1. Add icons by dragging them from the vertical navigator on the left side of the screen into the Quick Toolbar. The orange bar must appear before you drop it. 2. You can drag and drop to change the icon order. 3. You can delete icons or set keyboard shortcuts by right clicking on the icon in the Quick Toolbar. Page 3 of 10

4 OFFLINE MODE By default, Offline Mode is enabled for all library staff. When your computer loses internet connection, Offline Mode will automatically start so that you can continue circulating items, cataloging, and/or adding patrons. After internet connection is restored, please do *not* clear your cache or restart your computer until the information has been uploaded to Insignia. If you have any questions when this happens, please do not hesitate to contact Insignia Technical Support by or by phone ( , option 2). CIRCULATION 1. The layout has rearranged so that important information can all be viewed on the left side. 2. New icons for: 2.1. Find Patron (beside the Name/Barcode field) 2.2. Patron Info 2.3. New Patron 2.4. Go Back 2.5. Find (beside the Copy Barcode field) 2.6. Check Out Receipt 2.7. Receipt Margin 2.8. Notify RESERVE LIST If your library uses reserves and sends interlibrary loans between libraries in the system: 1. When a reserve is placed by a patron/library staff, the reserve status changes to Pending. 2. When it is checked in (if previously checked out), the reserve status will change to Pickup Shelf (local reserves) or Outbound (interlibrary loan). 3. We have added additional sorting options in the Reserve List: 3.1. Reserved - On Library Shelves Now: These items are available on the shelf and ready to be pulled for the reserve. Page 4 of 10

5 3.2. Cancelled/Expired On Pickup Shelf: These items have expired or been cancelled and need to be removed from the pickup shelf View Reserves On Pickup Shelf: These items are currently on the pickup shelf. 4. When reserves are received, sent, transferred, returned, etc. it is a good rule of thumb to always scan it through Circulation > Check In to confirm that it has been processed. CATALOGING Tabs in the cataloging module have been condensed and merged. Rather than a long list of headings, the tabs are now categorized by Bib Info and Copy Info. 1. Basic Bib Info screen. Use the tabs to add/update bibliographic information. Easily edit title information. 2. Basic Copy Info screen. View circulation and edit history. Page 5 of 10

6 Use the tabs to add/update copy information. Easily edit individual copies. Check In Notes, Check Out Notes, and additional details are found in the Detail II tab. 3. The Z39.50 ISBN search has moved to the top of the Find/Add Item and Find/Add Textbook screens. Quickly catalog a new item using a Z39.50 search. Page 6 of 10

7 REPORTS Reports have moved to one place to allow easy access (Report > Reports). You can now search for a report by keyword or browse them alphabetically. Search the list of reports. Browse reports. Save frequently used settings. View report descriptions Set report criteria. *For those that prefer the tab view, we can set it as a system-wide setting to view reports in the tab format instead of as a compiled list. CONFIGURATION The Configuration feature (Administration > Library Setting > Configuration) has been completely overhauled* to simplify access to its important features. You are now able to: 1. Easily search by keyword Choose a module to search or search through all. See all relevant results on screen. Page 7 of 10

8 2. Or browse by module. Click the triangle to browse the modules. Easily update settings using dropdowns and buttons. View a description of the selected setting. *For those who prefer the classic view, it is still included in the HTML5 version of Insignia as Configuration II. SECURITY 1. Administrators will be able to easily set security permissions based on customizable groups Record access is defined by add, delete, and edit permissions while access to features of Insignia can be enabled or disable. View security options by group and module. Each permission and feature is clearly described. Give a group permission to access, add, edit, or delete Easily enable or disable the ability to access features. Page 8 of 10

9 GOOGLE CHROME EXTENSION Insignia s Google Chrome extension allows you to see results of records in your library s catalog while you are conducting a Google search. Results will only appear if you have records matching your Google search criteria in your catalog. 1. Open Google Chrome. 2. Enter chrome://extensions/ in the address bar. 3. Scroll to the bottom of the page and click Get More Extensions. 4. Enter Insignia OPAC into the search field and press Enter. 5. Click +Add to Chrome to add the extension to Google Chrome. 6. Click Add Extension when you are prompted. 7. Click on the ILS icon that appears at the top right of the browser. Page 9 of 10

10 8. Select your district and library from the dropdown menus. Enter your login username and password, which is the same as you would use when logging in to the ILS and OPAC. 9. Click Save. 10. Close Google Chrome and reopen it to start using the Insignia OPAC extension. Page 10 of 10