INSIGNIA LIBRARY SYSTEM LIBRARIAN TRAINING GUIDE DATE: NOVEMBER 9, 2017 INSIGNIA SOFTWARE CORPORATION

INSIGNIA LIBRARY SYSTEM LIBRARIAN TRAINING GUIDE DATE: NOVEMBER 9, 2017 INSIGNIA SOFTWARE CORPORATION

TABLE OF CONTENTS TABLE OF CONTENTS... 2 WELCOME TO INSIGNIA SOFTWARE... 4 SYSTEM REQUIREMENTS... 4 TRAINING OVERVIEW... 5 GET STARTED (15 MINUTES)... 5 SEARCH (5-7 MINUTES)... 5 CIRCULATION (25 MINUTES)... 5 PATRON (5 MINUTES)... 6 CATALOGING (15 MINUTES)... 6 BREAK (10-15 MINUTES)... 6 REPORTS (10 MINUTES)... 6 ADMINISTRATION (20 MINUTES)... 6 HELP (5 MINUTES)... 6 DISCOVERY LAYER (10 MINUTES)... 6 DISCOVERY LAYER MANAGER (20 MINUTES)... 7 INSIGNIA GOOGLE CHROME EXTENSION (5 MINUTES)... 7 INSIGNIA SMARTPHONE APP (15 MINUTES)... 7 TECHNICAL SUPPORT (5 MINUTES)... 7 GET STARTED... 7 CREATE SHORTCUT... 7 DISABLE POP-UP BLOCKING... 7 CUSTOMIZE USER EXPERIENCE... 8 COLOR TEMPLATE... 8 QUICK TOOLBAR... 8 COLUMNS... 9 CUSTOMIZE OPTIONS/BUTTONS... 10 RESIZE WINDOWS... 11 SEARCH... 12 SIMPLE SEARCH... 12 CIRCULATION... 12 CHECK OUT AN ITEM... 12 MARK AN ITEM LOST... 13 RENEW AN ITEM... 13 MARK AN ITEM CLAIM RETURNED... 13 RESERVE AN ITEM FROM THE LOCAL LIBRARY... 13 COLLECT OR WAIVE FINE... 14 CHECK IN ITEMS... 15 RENEW BY SCANNING ITEM BARCODES... 15 HOMEROOM CHECK OUT... 16 LOCAL RESERVES... 16 INTERNAL ILLS... 17

PATRON... 21 ADD A PATRON... 21 CATALOGING... 22 ADD COPIES TO AN EXISTING TITLE... 22 CATALOG A TITLE BY ISBN... 23 CATALOG BY CLONING... 24 CATALOG USING Z39.50... 25 ORIGINAL CATALOGING... 25 CATALOG MARC RECORDS FROM A FILE... 27 ADD A TEMPORARY RECORD... 28 PRINTING MULTIPLE BARCODES OR SPINE LABELS... 29 REPORTS... 30 PRINT COMMON REPORTS... 30 ADD REPORTS IN FAVORITE LIST... 30 ADMINISTRATION... 30 LIBRARY SETTINGS... 30 HELP... 36 SHOW HELP... 36 KNOWLEDGE BASE... 37 DISCOVERY LAYER... 38 SEARCH... 38 MY ACCOUNT... 39 DISCOVERY LAYER MANAGER... 41 DESIGN... 41 CONTENT... 45 CONFIGURATION... 47 SOCIAL MEDIA INTEGRATION IN THE DISCOVERY LAYER... 47 INSIGNIA GOOGLE CHROME EXTENSION... 56 INSIGNIA SMARTPHONE APP... 58 FEATURES... 58 TECHNICAL SUPPORT... 65 SUBMIT A QUESTION OR ISSUE... 65 ONLINE TECHNICAL SUPPORT MEETING... 66

WELCOME TO INSIGNIA SOFTWARE This training will provide you the knowledge and the hands on experience to learn the key features of the Insignia Library System so you can manage your library following the training. We recommend working in pairs during the hands-on part of the training. Navigating to Insignia Library System from a browser. 1. Library Staff interface: http://spsk12.insigniailsusa.com/ils 2. Student interface : http://spsk12.insigniailsusa.com SYSTEM REQUIREMENTS The computers in the training lab and the computers in the library for cataloging and circulation should meet the following requirements: 1. Recommended Windows 7+ 2. PIV+ with 2GB RAM (Recommended 4 GB). 3. Resolution 1024x800+. 4. Adobe Reader 10.0+. 5. Internet Explorer 9.0+, Firefox, Opera, Chrome For patrons to search the system, the system requirement is: 1. Any computer with leading browser. 2. Minimum resolution 1024x800+. We thank you again for choosing Insignia and appreciate very much if you can provide some feedback on the training, Insignia Library System features and Insignia customer care by sending email to wecare@insigniasoftware.com. Insignia Library System Training Guide Page 4 of 66

TRAINING OVERVIEW GET STARTED (15 MINUTES) 1. Get familiar with the interface and unique features of Insignia Library System 2. Navigate to the ILS from a browser 3. Create a shortcut on your desktop and in your browser s favorites bar 3.1. For ILS, delete everything after /ils in the URL 3.2. For OPAC, delete everything after /library in the URL 4. Login Screen 4.1. Remember Me (select if you are the only person who uses the ILS from the computer you are on) 4.2. Link to OPAC 4.3. Online Meeting 5. Interface 5.1. Disable pop-up blocking 5.2. Color template 5.3. Menu, Vertical Navigator, and Quick Toolbar 5.4. Keyboard shortcuts through Quick Toolbar 5.5. Size of icons (Help > Small/Large Icons) 5.6. Opening multiple windows 5.7. Columns 5.7.1. Show/Hide 5.7.2. Reorder 5.8. Customizable buttons/options 6. Escape Key 6.1. Press once to clear the screen 6.2. Press twice to close the screen 7. New/Edit Mode 7.1. When the font or background of the fields are grey, it is in Read-Only mode 7.2. When the font or background of the fields are write, it is in Edit mode 7.3. Always click Save to save changes SEARCH (5-7 MINUTES) 1. Find an item for a patron using Simple Search and give them the call number and status 2. Reserve an item for a patron using their name or patron barcode CIRCULATION (25 MINUTES) 1. Check out items for patrons by typing in their name or scanning their barcode 2. Renew items from the checkout window 3. Mark an item as lost or claim returned 4. Reserve an item from the checkout window 5. Collect and waive fines 6. Check in items 6.1. Check in a damaged item 7. Renew items from the renew window 8. Use Homeroom Check Out to check out items 9. Process a local reserve Insignia Library System Training Guide Page 5 of 66

9.1. View items to be pulled from the shelf to process for a reserve 9.2. View expired and cancelled reserves to remove items from the pickup shelf 10. Process inter-branch loans 10.1. Search and reserve items from other libraries 10.2. Process a reserve request if the item is on the library s shelf or if the item was checked out 10.3. Create a reserve slip at the pickup library 10.4. View expired and cancelled reserves to remove items from the pickup shelf PATRON (5 MINUTES) 1. Add a patron 2. Reset passwords CATALOGING (15 MINUTES) 1. Add copies to existing titles 2. Catalog new title by using: 2.1. ISBN 2.2. Clone function 2.3. Z39.50 Search 2.4. Original cataloging 3. Add temporary records 4. Print barcodes and spine labels BREAK (10-15 MINUTES) REPORTS (10 MINUTES) 1. Print common reports 1.1. Items on Loan/Overdue 1.2. Overdue Message 2. Create a favorite report list ADMINISTRATION (20 MINUTES) 1. Configure patron borrowing policies 1.1. Circulation types 1.2. Loan traps 2. View configuration settings 2.1. Enable/disable settings 2.2. Useful configuration settings to note HELP (5 MINUTES) 1. View Show Help 2. Search the Knowledge Base DISCOVERY LAYER (10 MINUTES) 1. Search the discovery layer using different search engines Insignia Library System Training Guide Page 6 of 66

1.1. Simple 1.2. Kids 1.3. Advanced 2. Get familiar with My Account DISCOVERY LAYER MANAGER (20 MINUTES) 1. Design the discovery layer layout 1.1. Create/edit the header 1.2. Create/edit the home body 1.3. Create/edit the left banner 1.4. Create/edit the right banner 2. Create/edit a custom content template 3. Set a message to appear on the discovery layer for a set period of time 4. Add/edit/delete News which can appear on the discovery layer 5. Customize the menu options which appear at the top of the discovery layer 6. Add social media (Facebook, Twitter, Flickr, Pinterest, Instagram) INSIGNIA GOOGLE CHROME EXTENSION (5 MINUTES) This extension is only available for the Google Chrome browser. 1. Add extension to Google Chrome. 2. Search in Google to see the extension show results that match the search in the selected library. INSIGNIA SMARTPHONE APP (15 MINUTES) 1. Search for items 2. View a list of items (recently viewed, recommended, suggestions based on authors, and popular items) 3. View items on loan, reserves, fines, place reserves on items, and renew items 4. Download the app through the Apple App Store (ios) or the Google Play Store (Android) TECHNICAL SUPPORT (5 MINUTES) 1. Submit a case 2. Start an online meeting GET STARTED CREATE SHORTCUT 1. Open a browser. 2. Go to the ILS URL given on page 4. 3. Drag the URL link to the favorites bar in the browser. 4. Right click on the icon, select Rename to rename it to Insignia, and click Ok. 5. Right click on the icon, select properties, and delete everything after insigniails.com/ils. 6. Next time, click on the icon to start the ILS. 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. Insignia Library System Training Guide Page 7 of 66

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. CUSTOMIZE USER EXPERIENCE COLOR TEMPLATE 1. Click a color to set it as the background for your ILS. 2. The color will be set to that color until changed again. QUICK TOOLBAR REARRANGE THE QUICK TOOLBAR 1. Click and hold an icon. 2. Drag it left or right to move it to another position in the Quick Toolbar. ADD ICONS TO THE QUICK TOOLBAR 1. Select the icon you would like to add from the Vertical Navigator. 2. Click and hold the icon. 3. Drag it into the Quick Toolbar. Insignia Library System Training Guide Page 8 of 66

Step 2/3 DELETE ICONS FROM THE QUICK TOOLBAR 1. Right-click on the icon you would like to remove from the Quick Toolbar. 2. Click Delete. Step 2 EASILY SET UP KEYBOARD SHORTCUTS 1. Right-click on the icon you would like to set up to open with a keyboard shortcut. 2. Hover your mouse over Shortcut. 3. Select the keyboard combination you would like to use to quickly bring up that window. Step 2 Step 3 CHANGE SIZE OF ICONS 1. Go to the Help menu. 2. Click Small Icon or Large Icon. COLUMNS SHOW OR HIDE COLUMNS 1. Click on the small down arrow at the end of a column. 2. Click Choose columns. 3. Check off the checkbox next to the column to show it in the window or uncheck to hide the column. Insignia Library System Training Guide Page 9 of 66

Step 1 Step 2 Step 3 REORDER THE COLUMNS 1. Click on the small down arrow at the end of a column. 2. Click Choose columns. 3. Hover over the column you would like to reorder. 4. Drag and drop it to reorder it in the list, which will reflect in the window. Step 4/5 CUSTOMIZE OPTIONS/BUTTONS In several windows, (i.e. Check Out, Check In, Find/Add Item, etc.) you may see an Options or More option. If you select it, you will be able to select the buttons and options to display in that window. This allows users to set up the window to show functions they commonly use and declutter their screen of less frequently used features. 1. Select Options or More depending on the window you have open. 2. Check or uncheck the checkboxes to select which features you would like to display in the window. Insignia Library System Training Guide Page 10 of 66

3. To show or hide all buttons and options in the window, check or uncheck All. Step 1 Step 3 Step 2 RESIZE WINDOWS Windows can be made larger or smaller by moving your cursor to the corner of a window and dragging to resize it. Insignia Library System Training Guide Page 11 of 66

SEARCH SIMPLE SEARCH 1. Go to Search > Simple or click on Simple in the Quick Toolbar. Step 2 Step 3 Step 5 Step 6.1 2. Enter the search terms. 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. Copy information is provided in the bottom grid. 5.1. If it is out, it will show the patron it is checked out to and when it is due. 6. Reserve an item. 6.1. Select the title and click on Reserve to reserve by patron barcode or name. CIRCULATION CHECK OUT AN ITEM 1. Go to Circulation > Check Out or click on Check Out in the Quick Toolbar. Insignia Library System Training Guide Page 12 of 66

Step 2 Step 3 2. Enter a few letters of the patron s last name then space and then few letters of their first name and press enter or just enter/scan the patron barcode. You can also type their first name first. 3. Scan the barcode of the item to be checked out. 4. Repeat above steps for other items to be checked out. 5. When done checking out for this patron, press Esc to clear the screen. MARK AN ITEM LOST 6. Select the checkbox to the left of the item to be marked lost. 6.1. Click Lost. RENEW AN ITEM 7. Select the checkbox to the left of the item to be renewed. 8. Click Renew. 9. To renew all items, click on the checkbox above all of the items, and click Renew. MARK AN ITEM CLAIM RETURNED 10. Go to the Lost/Claim Returned tab. 11. Select the checkbox left of the item to be marked Claim Returned. 12. Click Claim Returned. 12.1. Specify the date it was claimed to have been returned. 12.2. System will not charge any overdue fines from the selected date onward, but the items stay on the patron profile. RESERVE AN ITEM FROM THE LOCAL LIBRARY 1. If you are not in the Check Out window, go to Circulation > Check Out or click on Check Out in the Quick Toolbar. 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. You can also type their first name first. 3. Click on the Reserve tab. 4. Click on the Find button. 5. Enter your search terms for the item and click Search. 6. Select the item to be reserved. Insignia Library System Training Guide Page 13 of 66

7. Click Reserve. Step 3 Step 4 Step 5 Step 7 Step 6 COLLECT OR WAIVE FINE 1. If not in the Checkout screen, go to Circulation > Checkout or click on Check Out in the Quick Toolbar. 1.1. 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. You can also type their first name first. Step 2 Step 4 Step 3 2. Select the Collect Fines tab. 3. Select the checkbox to the left of the item for which fine is being collected or waived. Insignia Library System Training Guide Page 14 of 66

4. Click Collect or Waive. 4.1. If you are waiving fines, you will need to specify a reason in the notes field. 5. Specify the amount collected or waived. 5.1. When waiving an amount, you can specify either the value or percentage (%). 6. Click OK. CHECK IN ITEMS 1. Go to Circulation > Check In or click Check In in the Quick Toolbar. Step 4.1 Step 3.4 Step 2/3.2 Step 3.3 Step 3.1 2. Scan the barcodes. 2.1. If an item is on Reserve, a popup message will show up to alert you of the reserve. 3. To check in a damaged item: 3.1. Select the Check in Damaged Items checkbox. 3.2. Scan the barcode. 3.3. Specify a fine, a new location, and comments if needed. 3.4. Click the Check In button. 4. To set the check in date to a previous date (due to library closure, for example): 4.1. Select the Force Check In Date To checkbox. 4.2. Select the date. 4.3. Scan the barcodes. RENEW BY SCANNING ITEM BARCODES 1. Go to Circulation > Renew or click Renew in the Quick Toolbar. 2. Scan in the items to be renewed. 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. 2.2. If the patron has breached any constraints, a popup message will require an override password. Insignia Library System Training Guide Page 15 of 66

Step 2/5 Step 6 Step 3 3. To renew the items for a different date other than the date based on circulation type, select the Renewal Due Date checkbox. 4. Specify the date. 5. Scan in the items to be renewed. 6. To open Check Out and load the profile of the current patron books being renewed, click Check Out. HOMEROOM CHECK OUT 1. Go to Circulation > Homeroom Check Out or click Homeroom Check Out in the Quick Toolbar. Step 2 Step 4 Step 3 Step 8 2. Select the homeroom 3. Click on the student. 4. Scan the barcode of the item. 5. Repeat step 4 to check out items to the selected student. 6. Click on the next student s picture. 7. Scan the barcode of the item. 8. To change the default due date, select the Set Due Date To checkbox and specify a date. LOCAL RESERVES The Reserve List gives a preview of the list of reserves requested by patrons. The Reserve List can be accessed through Circulation > List > Reserve List or Circulation > Alerts > Reserve List tab. To view the status of all reserves, uncheck the Only On Shelf and Remove from Pickup Shelf checkboxes and click Search. Insignia Library System Training Guide Page 16 of 66

IF THE ITEM IS ON THE LIBRARY S SHELF The Only On Shelf option allows you to view requests from patrons for items with copies currently available on your shelves. By default, Show All is selected and Only On Shelf is checked to show you reserve requests for items with copies currently available at your library. To process the copy after it has been taken off the shelf to put on the pickup shelf at your library: Step 1 Step 2 1. Scan in the barcode(s) for the copies to be processed in the Copy Barcode field. 2. Press Enter or click Confirm. 2.1. The reserve status will change to Pickup Shelf and you will be prompted to print a reserve slip. REMOVE EXPIRED AND CANCELLED RESERVES FROM THE PICKUP SHELF The Remove from Pickup Shelf option allows you to view reserves that have expired or have been cancelled by the patron. 1. Check the Remove from Pickup Shelf checkbox. 2. Click Search. 3. Click Preview if you want to print a list of the reserves to be removed from the pickup shelf. 4. Go to Circulation > Check In to check in the expired and cancelled reserves. INTERNAL ILLS PLACING A RESERVE ON AN ITEM THROUGH SIMPLE SEARCH 7. Go to Search > Simple or click on Simple in the Quick Toolbar. Insignia Library System Training Guide Page 17 of 66

Step 2 Step 3 Step 4 Step 6 Step 7.1 1. Click the Union radio button to view availability within the consortium. 2. Enter the search terms. 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. Copy information is provided in the bottom grid. 5.1. If it is out, it will show the patron it is checked out to and when it is due. 6. Reserve an item. 6.1. Select the title and click on Reserve. 6.2. Scan the patron barcode or type their name. 6.3. Press Enter or click OK. Step 6.2 Step 6.3 6.4. Select a pickup library. 6.5. Select the library to reserve the item from. 6.6. Click OK. Step 6.4 Step 6.5 Step 6.6 THROUGH THE PATRON S ACCOUNT 9. Go to Circulation > Check Out or click on Check Out in the Quick Toolbar. Insignia Library System Training Guide Page 18 of 66

10. 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. You can also type their first name first. 11. Click on the Reserve tab. 12. Click on the Find button. 13. Click the Other Libraries in Union radio button to search through other library s item availability. 14. Enter your search terms for the item and click Search. 15. Select the item to be reserved. 16. Click Reserve. Step 3 Step 4 Step 6 Step 8 Step 7 Step 5 17. You will be prompted to choose the library to request the item from and the pickup library. 18. Click OK to confirm and place the reserve request. Step 9 Step 10 PROCESS AN RESERVE REQUEST IF THE ITEM IS ON THE LIBRARY S SHELF An alert will appear at the top of your screen with a red needle spinning in the green circle if there is a new request for an item currently available at your library. Click the green circle with the needle in it. Alternatively, you can also go to Circulation > List > Reserve List or Circulation > Alerts > Reserve List tab. Insignia Library System Training Guide Page 19 of 66

The Reserve List window will appear with the Only On Shelf option checked, which allows you to view request from patrons for items with copies currently available on your shelves. To process the copy after it has been taken off the shelf to put in transit to the pickup library: 1. Scan in the barcode(s) for the copies to be processed in the Copy Barcode field. 2. Press Enter or click Confirm. 2.1. The reserve status will change to Outbound and you will be prompted to print a transfer slip. Step 1 Step 2 IF THE ITEM WAS CHECKED OUT If the item was checked out when the reserve was placed and it is returned by a patron: 1. Go to Circulation > Check In or click Check In in the Quick Toolbar. 2. Scan the barcode. 3. If the item has a reserve on it, a pop-up message will alert you of the reserve. 4. Click Yes to print a transfer slip. AT THE PICKUP LIBRARY CREATE A RESERVE SLIP When you receive the item from the other library, you will need to print a reserve slip to physically attach to the item. 1. Go to Circulation > Check In or click Check In in the Quick Toolbar. 2. Scan the barcode of the item. 3. You will receive a prompt that informs you the item belongs to another library. Click Yes. 4. You will receive a prompt afterwards asking if you would like to print a reserve slip. Click Yes. Insignia Library System Training Guide Page 20 of 66

REMOVE EXPIRED AND CANCELLED RESERVES FROM THE PICKUP SHELF The Remove from Pickup Shelf option allows you to view reserves that have expired or have been cancelled by the patron. 5. Check the Remove from Pickup Shelf checkbox. 6. Click Search. 7. Click Preview if you want to print a list of the reserves to be removed from the pickup shelf. 8. Go to Circulation > Check In to check in the expired and cancelled reserves. PATRON ADD A PATRON To add a patron, follow these steps: 1. Go to Patron > Find/Add Patron or click Find/Add Patron from the Quick Toolbar. 2. Search for the patron s name to make sure you are not creating a duplicate patron record. Step 3 Step 2 3. Click New Patron. 3.1. Scan a preprinted barcode number if you use library cards or leave the barcode field blank for the system to assign one. Insignia Library System Training Guide Page 21 of 66

Step 6 Step 4 Step 5 Step 8 4. Enter the patron s information in the available fields. 4.1. Required information is last name, first name, group and circulation type. 5. Select the proper Circulation Type from the dropdown list and Group from the checklist. 6. If the patron will be needing access to the ILS, check the Library Staff checkbox. 7. Click Save. 8. To set a password, click Set Password, specify a password, and click Change. 8.1. The default password is configured in Administration > Library Setting > Administration > Patron tab. 8.2. To automatically generate and send a password to the patron click on Email Random. CATALOGING ADD COPIES TO AN EXISTING TITLE 1. Go to Catalog > Cataloging > Find/Add Item or click Find/Add Item in the Quick Toolbar. 2. Search for an item using the search parameters you wish to use and click Find. 3. Select the title record from the results and click Add Copy. Insignia Library System Training Guide Page 22 of 66

Step 2 Step 3 4. Specify the number of copies you want to add and click OK. 4.1. If you are adding more than 1 copy, you will be prompted to select how you would like to set the barcodes*. You can have barcodes generate automatically, set them individually (if they are preprinted), or create successive barcodes starting from a particular barcode number. 4.2. Specify the Price, Call No, and Circulation Type for the copies. Everything else is optional. 4.3. If you have a preprinted barcode, scan it into the barcode field or leave it blank to let the system generate a barcode automatically. 4.4. Click Save. *Insignia recommends you let the system generate the barcodes for you, unless you use preprinted barcodes. CATALOG A TITLE BY ISBN 1. Go to Cataloging > Find/Add Item or click Find/Add Item in the Quick Toolbar. 2. Scan the ISBN at the top, under the search fields, and click Z3950 Cataloging: 2.1. Insignia will search for the ISBN and if it finds a match, it will import the MARC record. 2.2. Repeat step 2 for all items to be cataloged. 3. Select the title and click Detail. 4. Click Edit to make changes: 4.1. Make sure the call no, audience type, and collection type are according to your standard. 5. If you like to limit searching of the item to a particular group, select the group from the Misc tab. 6. Click Save. 7. To add copies, click Add Copy in the Basic Info tab: 7.1. Specify the quantity and click OK. 7.1.1. If entering more than one copy, specify the quantity and click OK. 7.1.1.1. Select how you would like to generate the barcodes and click OK. 7.1.1.2. Specify Price, Call No, and Circulation Type. Everything else is optional. 7.1.2. If adding a single copy, enter the 1 as the quantity and click OK. 7.1.2.1. If you have a preprinted barcode, scan it into the barcode field or leave it blank to let the system generate a barcode automatically. 7.2. Click Save. Insignia Library System Training Guide Page 23 of 66

Step 3 Step 2 Step 4 Step 7 Step 4.1 Step 4.1 CATALOG BY CLONING The Clone feature allows staff to clone a record from another site or clone an existing record to make minor changes and save it as another record. 1. Go to Cataloging > Find/Add Item or click Find/Add Item in the Quick Toolbar. 2. Select the Union option to search for records from other libraries in the district. 3. Specify the search parameter and click Find. 4. Select the title. 5. Click Detail. 6. Click Clone. 7. Make any changes necessary, such as call no, and click Save. 8. Click Add Copy to add your copy/copies. Insignia Library System Training Guide Page 24 of 66

CATALOG USING Z39.50 The Z39.50 search allows you to search other libraries for MARC records and import them into your system. When searching for MARC records using the Z39.50 interface, staff can choose which record to import, and from which library. Step 2 Step 3 Step 5.1 Step 5 Step 6 1. Click Catalog > Cataloging > Z39.50 or click Z39.50 in the Quick Toolbar. 2. Select the Z39.50 host to search: 2.1. We strongly recommend that you do not pick more than three or four Z39.50 hosts to load results quickly. 3. Enter the search term such as title, author and the criteria to search by and click Search. 4. The system will return titles matching the search criteria: 4.1. To see more details of the title, double click on the title in the grid. 5. If you wish to import the MARC record, select the checkbox for the item in the grid. 5.1. If you would like to add the record to your catalog, click Catalog It. 5.2. Click Add Copy to add your copy/copies. 6. You can compare two MARC records by selecting the checkbox for two records and then clicking Compare. ORIGINAL CATALOGING Original cataloging involves creating a new title record using the cataloging guidelines followed by your library. Original cataloging is often necessary when you are unable to find a suitable record for an item at another library (e.g., a different branch or through Z39.50) and the record has not been supplied by a vendor. Insignia Library System Training Guide Page 25 of 66

Step 3 Step 3.1 1. Go to Catalog > Cataloging > Find/Add Item or click Find/Add Item in the Quick Toolbar. 2. Click New. 3. Select the Bibliographic Item Type for the item you are cataloging (e.g., Books, Maps, Music). 3.1. Click Select. 3.2. The default Bibliographic Item Type is set to Books. Step 4.2 Step 4.1 4. Enter all the information available about the title in the Basic Info, Notes, and Subjects tab. 4.1. The top of the Basic Info tab contains essential information such as ISBN, Call No, and Dewey #. 4.2. Remember the author s name is entered as Last Name, First Name. in the Main Entry. 4.3. Authority records, standardized form of names and subjects (e.g., Author and Subject Heading), can be integrated into the cataloging system. As you begin typing into authority fields, you will see a dropdown list of authority records that may match for the field you are completing with Authorized in brackets. Insignia Library System Training Guide Page 26 of 66

4.4. If the title should be restricted to being searchable by a specific group, use the checkbox to select the groups allowed to search for it in the Misc tab. 4.5. Specify General Note, Content Notes, and Summary Notes in the Notes tab. 4.6. If the title is digital content, enter the URL in the Notes tab to allow patrons to click on the link from the Discovery Layer. 4.7. If applicable, specify the Categories that the title will display under in the Kids view in your Discovery Layer in Kiosk mode. 5. Click Save when all information has been entered. 6. Enter in the Subject Headings for your title. 7. Click Save when all the information for your record has been entered. 8. To add copies to a title in your catalog, click Add Copy on the right side of any Cataloging tab when you have a record open. 9. Specify the number of copies you want to add and click OK. 9.1. If you are adding more than 1 copy, you will be prompted to select how you would like to set the barcodes. You can have barcodes generate automatically, set them individually (if they are preprinted), or create successive barcodes starting from a particular barcode. 9.2. Specify Price, Call No, and Circulation Type. Everything else is optional. 9.3. If you have a preprinted barcode, scan it into the barcode field or leave it blank to let the system generate a barcode automatically. 9.4. Click Save. Step 4 Step 5 CATALOG MARC RECORDS FROM A FILE MARC records within a file can be imported into your catalog. 1. Go to Catalog > Cataloging > Find/Add Item. 2. Click Import. 3. Click Import From File and select the file from your computer. 4. If the item being imported already exists in your catalog, you can choose to Skip The Item, Update The Item, or Create New Item. 5. If the copy being imported already exists in your catalog, you can choose to Skip The Copy or Update The Copy. Insignia Library System Training Guide Page 27 of 66

6. We recommend putting the imported items into a subset so you can review the items and make changes to them easily. 6.1. Check the checkbox for Put The Imported Items Into Subset. 6.2. Enter a name for the subset. 7. Enter any other information as needed. 8. Click Test to test if the file has any errors. 9. If there are no errors, click Yes to import the file. Step 3 Step 8 Step 4 Step 5 Step 6.1 Step 6.2 ADD A TEMPORARY RECORD Temporary records can be created through Catalog > Cataloging > Quick Cataloging or by clicking the Temporary button in Circulation > Check Out. This is useful if the item needs to be circulated prior to a complete record being created for it. It can also be used to create Temporary items within the system. When a temporary record is checked in, you will be prompted to finish cataloging it. 1. Go to Catalog > Cataloging > Quick Cataloging. 2. Click New. 3. To manually catalog an item: 3.1. Check Temporary if it is a temporary item. 3.2. Enter the information available. 3.3. Add a cover image by clicking Add Cover and selecting the image from your computer. 3.4. Click Save. 4. To Auto Catalog by ISBN: 4.1. Select to search the Consortium or Z39.50. 4.2. Scan or enter the ISBN and click Find. 4.3. Fill in the remaining fields as needed. 4.4. Click Catalog to catalog the item. Insignia Library System Training Guide Page 28 of 66

Step 3.3 Step 3.1 Step 3.4 Step 4.1. Step 4.2 PRINTING MULTIPLE BARCODES OR SPINE LABELS When printing a large number of barcodes or spine labels, it is usually more efficient to print them on a laser printer using label sheets. To print multiple labels, follow these steps: 1. Go to Catalog > Barcode Spine Label from or click on Barcode Spine Label in the Quick Toolbar. 2. Select filtering criteria ('Date Created' and 'Created By' criteria are selected by default). 3. Select the barcode and/or spine label layout your library uses from the Layout Type dropdown list. 4. Click Preview and a PDF of the labels to be printed will open in a new browser tab. 5. To print, click on the printer icon. 5.1. Remember to set the Page Sizing to Actual Size (your PDF software may require you to uncheck Auto Rotate & Center and/or set page scaling to none) and select the Orientation according to how your labels sheets are laid out. Step 4 Insignia Library System Training Guide Page 29 of 66

REPORTS PRINT COMMON REPORTS 1. Go to Report > Reports or click Reports in the Quick Toolbar. 2. Search for a report in the Search Criteria field. 3. You can set up the report s criteria and parameters to output. 4. Click Preview to view a PDF of the report in a new tab. ADD REPORTS IN FAVORITE LIST 19. Go to Reports > Circulation tab or click Circulation in the Quick Toolbar. 20. Search for a report in the Search Criteria field and click Find. 21. Select a report such as Overdue/Checkout List. 22. Click Add To Favorites. 23. Repeat the above steps to add your important reports to the favorites list. 24. Next time the report is needed, simply go to the My Favorites tab. Step 2 Step 4 ADMINISTRATION LIBRARY SETTINGS CONFIGURE PATRON BORROWING POLICIES 1. Go to Administration > Library Setting > Circulation Types. Insignia Library System Training Guide Page 30 of 66

Step 2 2. Click on the Patron Circ Type tab. Step 3 3. Select a Patron Circ Type from the Name dropdown list. Click on New to create a new Circ Type or Edit to modify an existing Circ Type. 4. Specify borrowing policies for that type of patron (e.g., Adult or Juvenile). 4.1. Loan limits the maximum number of items that a patron can have checked out at once. 4.2. Overdue Limits the maximum number of overdue items the patron may have before borrowing privileges are denied and require an override from staff. 4.3. Reserve Limits the maximum number of reserves (holds) that can be placed by an individual patron in the Circ Type. 4.4. Lost Limits - the maximum number of items a patron type can lose (without paying) before borrowing privileges are denied. 5. Click Save. Insignia Library System Training Guide Page 31 of 66

CONFIGURATION ILS is pre-configured so that it can be used immediately. However, if you would like to further configure the ILS, you can do so in the Configuration feature. 1. Go to Administration > Library Setting > Configuration. 2. Search for a configuration setting by entering a keyword into the search field. Use the arrows by the head settings to expand the subcategories. 3. To change the value of a setting, click Edit. 4. Click Save when finished. Step 3 Step 4 USEFUL CONFIGURATION SETTINGS 1. Track Loan History: Enabling this setting allows staff to view the past circulation history of a specific patron or a specific item from the point that it is enabled. 2. Declare An Overdue Book As Lost: When enabled, overdue items will be marked as Lost by the system after a specified number of days have elapsed after their due date. 2.1. Overdue Book Not Returned After Another Days: Specify the number of days after which an item that is overdue will be marked as Lost. 3. Circulate Current Library s Book Only: When enabled, only items from the local library s collection can be checked out. 4. Prompt Before Circulate Other Library's Book: When enabled, staff will be prompted if they attempt to check in items belonging to a different library. 5. Capitalize Call Number: When enabled, the system will change new call numbers to be all caps even if entered in as lower case. 6. No Authority Control: When enabled, headings will not be validated with authority headings when cataloguing. 7. Default Copy Status: Set the default status for new copies that are added to an item record. 7.1. Change Copy Status From Processing To In After Days: Set the number of days after which the Status of copies will be changed from Processing to In. 8. Recommend Period: Set the number of days before a recommended title is removed from the recommended display on the discovery layer. 9. Email Notification Overdue Message: Select the message format of email notifications sent to patrons when they have overdue items. This message is customizable from Administration > Library Setting > System Message. Insignia Library System Training Guide Page 32 of 66

10. Email Librarian When A Reserve Is Made: When enabled, the email specified in your library's Library Info will receive an email when a reserve has been placed online. 11. Allow Add Review: When enabled, patrons are allowed to add reviews of items in the discovery layer. By default, reviews will not be visible until approved by library staff in Catalog > Cataloging > Book Review. 12. Allow Patron To Book: When enabled, patrons can make bookings through the discovery layer. 13. Allow Patron To Renew: When enabled, patrons can renew checked out items through My Account in the discovery layer. 14. Allow Patron To Place Reserve: When enabled, patrons can make reserves through the discovery layer. 15. Homeroom Checkout Picture Layout Column: Specify the number of columns of students to show in Homeroom Check Out. 16. Homeroom Checkout Picture Layout Row: Specify the number of rows of students to show in Homeroom Check Out. 17. Relevance Weight: Specify the relative weighting matches the author/notes/other/series title/subjects/title fields should receive when search results are sorted by relevance in the discovery layer. 18. Minimum Search Character: Specify the minimum number of characters needed for searches to be submitted in the discovery layer. 19. Find/Add Patron Default Search By: Select the search option selected by default associated with the first, second, and third search boxes of Find/Add Patron. 20. Find/Add Items Default Search By: Select the search option selected by default associated with the first, second, and third search boxes of Find/Add Item. LIBRARY INFORMATION OFFICE HOURS Office hours are used to calculate fines when books are checked out hourly and are also used to determine weekend holidays, as well as when computers can be booked. Office hours may differ between libraries. Use the dropdown menu for Office Hours in Administration > Library Setting > Library Info > Library Information tab to select the hours for the corresponding library. 1. Go to Administration > Library Setting > Library Info. 2. Click the Office Hours tab. 3. Select the category using the dropdown and click Edit or click New to create a new category. 4. Set the library hours. 4.1. To disable the hours for a particular day, deselect the checkbox. 5. Click Save. Insignia Library System Training Guide Page 33 of 66

Step 2 Step 3 HOLIDAYS Holidays are used in the calculation of overdue fines. The system can either include or exclude fines for specified holidays (see Administration > Library Setting > Configuration, setting: Due Date = Loan Period + Holidays). 1. Go to Administration > Library Setting > Library Info. 2. Select the Holidays tab. 3. Use the dropdown to select the year or type it in. 4. Click New. 5. Ender in a name for the holiday category. 6. Click Add Holiday. 7. Enter a name for the holiday. 8. Specify a single date or a date range. 9. Click OK. 10. Repeat steps 6 to 9 to add more holidays. 11. Click Save. Insignia Library System Training Guide Page 34 of 66

Step 2 Step 6 Step 4 Step 11 SEMESTER Semesters can calculate due dates and be used to checkout regular materials or textbooks for academic libraries. Note: Libraries must select the desired semester in Administration > Library Setting > Library Info > Library Information tab and select the semester from the Semester dropdown. 1. Go to Administration > Library Setting > Library Info. 2. Select the Semester tab. 3. Click New. 4. Type in the category name. 5. Specify the number of semesters in an academic year. 6. Specify date ranges for the semesters. 7. Click Save. Step 2 Step 3 Step 5 Step 6 Insignia Library System Training Guide Page 35 of 66

SYSTEM MESSAGE Insignia Library System allows users to customize message sent to patrons when required. These messages are used for the Automated Email Notification settings found in Administration > Library Setting > Configuration. 1. Go to Administration > Library Setting > System Message. 2. Use the dropdown to select the message Type from the dropdown list. 3. Click Edit. 4. Add, remove, or move parameters. 4.1. You can add a parameter by placing the cursor where the parameter is to appear. 4.2. Select the variable from the Parameters list. 4.3. Click Add. 5. Enter additional text or edit the message as needed. 6. Ensure that the Visible checkbox is selected. This will make this message visible in other windows if there is a system message dropdown list available. 7. Click Save. Step 3 Step 4 HELP SHOW HELP The Show Help feature allows you to search for information found in the user manual. 1. Go to Help > Show Help. 2. Use Contents to view the table of contents and click to navigate throughout. 3. Use Index to view an index layout. 4. Use Search to type in a keyword search. Insignia Library System Training Guide Page 36 of 66

Step 2 Step 3 Step 4 KNOWLEDGE BASE The Knowledge Base is a searchable database which provides answers to common questions and issues. 1. Go to Help > Knowledge Base. 2. Search by Keyword, Title, or Article ID number. 3. Click Find. 4. Select the article you would like to read and click the Detail tab to view the answer. 5. You can also rate the answer by writing in the Comments field and giving it a score between 1-10 and clicking Rate It. Step 2 Step 3 Step 4 Insignia Library System Training Guide Page 37 of 66

DISCOVERY LAYER Insignia Library System (ILS) empowers patrons to do much more than just search the library for books. Patrons can share favorites, add book reviews, rate and review books, and much more. The discovery layer can be accessed from any browser. Important: Before providing patron access to My Account, it is important that patron security is enabled with unique passwords for each patron s account. Otherwise, patrons may inadvertently have unauthorized access to another patron s information. SEARCH There are several search types available in the discovery layer: Simple, Advanced, Kids, and Kiosk. This interface provides patrons the ease (Simple, Kids, and Kiosk search) and power (Advanced Search) to search the library s collection. SIMPLE SEARCH 1. Go to the Discovery Layer. 2. In the Home page, simple search will display at the top of the page. 3. Select which library you would like to search. 4. Select the search criteria (Keywords, Relevance, Title, Author and etc.). 4.1. Tip: When searching by author name enter last name and then first name. 5. Enter the search term(s). 6. Press Enter or click. Step 4 7. Refine search results by clicking one of the headings on the left. The system lists related subjects, authors who have written similar titles, series, publication dates, and Reading Programs on the left. Insignia Library System Training Guide Page 38 of 66

8. Click the reload button to view refined search results. 9. If a word is misspelled, the system will provide alternate suggestions. KIDS SEARCH Kids Search allows patrons to search by keyword. Simply enter a term and click search by icon. 1. Go to the Online Catalog. 2. Click the Home tab. 3. Click the Kiosk search button. 4. Enter your search term and click enter. 5. Click arrows to browse results. The bottom display will allow you to browse through results more quickly. 6. Click on an item to view more information, including the call number. 7. Clicking the Where is it? button will show you the item s location in the library map. ADVANCED SEARCH Advanced Search allows the patrons to define more parameters for their search. 1. Go to the Online Catalog. 2. Click the Home tab. 3. Click the Advanced button to the right of the search box. 4. Select the library to search; To select more than one library or different library, check the boxes beside the desired libraries in the At category. 5. Enter search criteria and click Search. 6. The Refine Your Search toolbar can sort your results according to your preferences. Click to view refined search results. 7. Federated search results can be seen by using the local and online tabs. 8. Patron can also specify viewing the categories the desired Language, Material Type, Collection Type, Audience, library under At and Reading Program. Step 4 MY ACCOUNT My Account allows the patron to login to the online catalog and view their borrowing information. 1. Go to the Online Catalog. 2. Click the Login button. 3. Enter Patron ID and Password and click login. 4. This will allow you to access your information via the My Account tab. Insignia Library System Training Guide Page 39 of 66

MY BIO This page displays personal information for this patron, such as phone number, email, address, and password. Click Edit to change information. MY FAVORITES 1. Login to your patron profile. 2. Search for a topic or title. 3. Adding to Favorites from the Search Results page: 3.1. If Add To Favorite button is displayed to the right of the Title, Click it. 3.2. If not, Click More > Add to Favorite. 4. To add multiple items; select the checkbox beside each item, or select the Search Results checkbox to select all items displayed on that page. Click More > Add to Favorite. 5. To add one item to a favorites list; click in the catalog title on the Details page 6. Select a Favorites List from the dropdown, or select New Favorite Title and enter in the name of a new Favorites List. 7. Click OK, the Title will be added to that List. 8. The following options are available in My Account > My Favorites: Share, Reserve, Email, and Print. HISTORICAL DATA Loan History Allows patron to view their loan history. The default search is a year from today. 1. To change the date click the calendar icon and select the dates preferred. 2. Click Search. 3. Click Preview to view a printable list of items. Fine History Allows the patron to view their fine history. 1. The default search is a year from today. 2. To change the date click the calendar icons and select the dates preferred. 3. Click Search. 4. Click Preview to view a printable list of items. Insignia Library System Training Guide Page 40 of 66

MY BORROWING Loan Displays items currently on loan. 1. Select an item and click the Renew button to renew that item. 2. Click Preview to create a printable list of current items on loan. 3. View statistics on the left-hand side. Reserves Displays items currently on reserve. 1. You can Suspend, Resume, or Cancel a reserve by clicking on these buttons. 2. Click Preview to create a printable Reserve list. 3. View completed, cancelled, and expired reserves by using the checkboxes at the top right. 4. View statistics on the left-hand side. Fine Displays all outstanding fines. 1. Click Preview to create a printable Fine list. DISCOVERY LAYER MANAGER Insignia offers a fully customizable Discovery Layer for your library s OPAC. This is done by editing webpages using the Discovery Layer Manager. To access the Discovery Layer Manager, go to your OPAC Site and click on Insignia Discovery Layer Manager at the bottom of the page. Type in your administrator username and password. Click Log In. DESIGN The Design section of the Discovery Layer Manager manages the look and feel of the website. It allows you to change the design and layout of the Header, Home Body, Left Banner, and Right Banner. For each of these elements, multiple designs can be created and you can select one to appear as the default design. Insignia Library System Training Guide Page 41 of 66

HEADER The Header is the portion of the webpage that appears at the top of the page above the menu icons. NEW 1. Go to Design > Header. 2. Click New. 3. Enter a title for the header. 4. If you want your header to always appear by default, check Default. 5. Create your custom header using the design window. 6. Click Save when finished. EDIT 1. Go to Design > Header. 2. Select the Header title to edit. 3. Click Detail. 4. If you want your header to always appear by default, check Default. 5. Edit your custom header using the design window. 6. Click Save when finished. HOME BODY The Home Body is the center part of your library s Discovery Layer. NEW 1. Go to Design > Home Body. 2. Click New. 3. Enter a title for the Home Body. 4. If you want your home body to always appear by default, check Default. 5. Drag elements from the Content column on the left into the Design window on the right. 6. Rearrange elements in the design window by dragging and dropping them in. 7. Remove elements by clicking on the X in the top right corner. 8. Click Save when finished. Insignia Library System Training Guide Page 42 of 66

EDIT 1. Go to Design > Home Body. 2. Select the Home Body title to edit. 3. Click Detail. 4. If you want this home body to always appear by default, check Default. 5. Edit your custom home body using the design window. 6. Click Save when finished. Tip: You can also choose your defaults by selecting the title and clicking Set Default in the main Discovery Layer manager window. CONTENT CATEGORIES This section provides explanations for all of the content categories available in the Home Body. 1. Most Circulated: Displays the covers of books that are the most circulated in the system. 2. News: Allows custom news stories to be added. The news stories are added under Content > News in the Discovery Layer Manager. 3. New Titles: Displays the covers of the recently cataloged books that were created in the ILS under Catalog > Cataloging > Find/Add Item. 4. Online Resources: Online resources organized by category can be entered in the ILS under the Administration > Library Setting > Home Page > Online Resources tab. 5. Picture: Pictures can be added to the Discovery Layer from the ILS under the Administration > Library Setting > Home Page > Image tab. This is useful if you would like to showcase an event at the library or an author visit. 6. Recently Viewed: Displays the covers of the books that have been viewed recently in the system. 7. Recommended: Displays the recommended titles entered in the ILS under Catalog > Cataloging > Recommended List. 8. Top Rated: Displays the covers of the top rated titles which received the highest star ratings from patron profiles that can log in to the Discovery Layer. 9. Video: Displays a screenshot of each video that is playable on the homepage. LEFT BANNER The Left Banner manages the left side of your library s Discovery Layer. Insignia Library System Training Guide Page 43 of 66

NEW 1. Go to Design > Left Banner. 2. Click New. 3. Enter a title for the Left Banner. 4. If you want your left banner to always appear by default, check Default. 5. Drag elements from the Content column on the left into the Design window on the right. 6. Rearrange elements in the design window by dragging and dropping them in. 7. Remove elements by clicking on the X in the top right corner. 8. Click Save when finished. EDIT 1. Go to Design > Left Banner. 2. Select the Left Banner title to edit. 3. Click Detail. 4. If you want this Left Banner to always appear by default, check Default. 5. Edit your custom banner using the design window. 6. Click Save when finished. CONTENT CATEGORIES This section provides explanations for all of the content categories available in the Left Banner. 1. Announcements: You can post announcements for your library. This can be done from the ILS under the Administration > Library Setting > Home Page > Announcement tab. 2. Did You Know: You can populate this box with interesting facts. This can be done from the ILS under the Administration > Library Setting > Home Page > Quote tab. 3. Library Hours: The library hours is populated with the hours from the Administration > Library Setting > Library Info > Office Hours tab selected and added to the Library Information tab. RIGHT BANNER The Right Banner manages the right side of your library s Discovery Layer. NEW 1. Go to Design > Right Banner. 2. Click New. 3. Enter a title for the Right Banner. 4. If you want your right banner to always appear by default, check Default. 5. Drag elements from the Content column on the left into the Design window on the right. 6. Rearrange elements in the design window by dragging and dropping them in. 7. Remove elements by clicking on the X in the top right corner. 8. Click Save when finished. EDIT 1. Go to Design > Right Banner. 2. Select the Right Banner title to edit. 3. Click Detail. 4. If you want this Right Banner to always appear by default, check Default. 5. Edit your custom banner using the design window. 6. Click Save when finished. CONTENT CATEGORIES 1. Quote of the Day: You can populate this box with interesting quotes. This can be done from the ILS under the Administration > Library Setting > Home Page > Quote tab. 2. Weather: Shows the local weather based on your library s location. Insignia Library System Training Guide Page 44 of 66

CONTENT The Content section of the Discovery Layer Manager allows users to determine the content of the elements which appear in the web page. TEMPLATE The Template window is used to create and edit content that appears under the Content column of the design windows (Home Body, Left Banner, and/or Right Banner). NEW 1. Go to Content > Template. 2. Click New. 3. Enter a title for your new content template. 4. Choose where the content will be located: Left Banner, Home Content, or Right Banner. 5. Choose an icon that will appear on the Discovery Layer next to the title of the content box. 6. Create your custom content using the design window. 7. Click Save when finished. EDIT 1. Go to Content > Template. 2. Select the Template title to edit. 3. Click Detail. 4. Edit your content template using the design window. 5. Click Save when finished. MESSAGE The Message window allows the user to create and edit messages that appear on the Discovery Layer for a fixed length of time. Messages show at the top of the homepage under the search box. NEW 1. Go to Content > Message. Insignia Library System Training Guide Page 45 of 66

2. Click New. 3. Select a start and end date for the length of time you would like the message to appear for. 4. Use the design window to create your message. 5. Click Save when finished. EDIT 1. Go to Content > Message. 2. Select the Message to edit. 3. Click Detail. 4. Edit your message using the design window. 6. Click Save when finished. NEWS The News window allows the user to add, edit, and delete news articles. Content saved in the news window is part of the New Content element in the Home Body design window. NEW 1. Go to Content > News. 2. Click New. 3. Enter a title for the news article. 4. Create your news article using the design window. 5. Click Save when finished. EDIT 1. Go to Content > News. 2. Select the News title to edit. 3. Click Detail. 4. Edit your news article using the design window. 5. Click Save when finished. Insignia Library System Training Guide Page 46 of 66

CONFIGURATION MENU CUSTOMIZED The Menu Customized window allows the user to choose which parts of the site menu appear on the Discovery Layer. HIDE/UNHIDE MENU ITEMS 1. Go to Configuration > Menu Customized. 2. Click Edit. 3. Check the menu items you want to be displayed. 3.1. Uncheck the menu items that you want to hide. 4. Click Save. ADD A NODE 1. Go to Configuration > Menu Customized. 2. Select the menu that you want to add a node to. 3. Click Add Node. 4. Enter a name for the new node. 5. If you are using an existing URL, ensure that the URL button is selected and paste in the URL. 6. If you are not using an existing URL, you can create content using the HTML design window. 7. Click OK then click Save. SOCIAL MEDIA INTEGRATION IN THE DISCOVERY LAYER In this social media integration guide, you will learn how to create a template in the Discovery Layer Manager and embed content from the following social media sites: 1. Facebook 2. Twitter 3. Flickr 4. Pinterest 5. Instagram Insignia Library System Training Guide Page 47 of 66

CREATING A TEMPLATE To add embedded social media to your OPAC, you will need to know how to create a template in the Discovery Layer Manager. 1. In the Discovery Layer Manager, click Template under the Content heading. 2. Click New. 3. Enter a title for your template (e.g. Follow us on Twitter! ) 4. Choose where on the page you want this template to display (Left Banner, Home Content, or Right Banner). 5. Click Save. FACEBOOK 1. Go to https://developers.facebook.com/docs/plugins/page-plugin 2. Enter your Facebook page URL (e.g. https://www.facebook.com/insigniasoftwareinc). 3. Follow the steps to create a Page Plugin. 3.1. When selecting a width for your timeline, enter 220px for the left and right banners and 500px if you want to display the timeline in the middle (home content) section of the OPAC. 3.1.1. The Facebook Page Plugin will display best in the Home Content section. 3.2. Height is dependent on how much space you want the feed to take up. 4. Once you are finished personalizing your plugin, copy the code Facebook provides. 4.1. Facebook offers two forms of code (JavaScript SDK, and iframe), both of which work in the Discovery Layer. If you choose the JavaScript SDK option, you must copy both sections of code. You may want to paste these one after the other into Notepad until you are ready to use it. 5. Create a Template using the steps outlined at the beginning of this guide. 6. Click the View HTML button. Insignia Library System Training Guide Page 48 of 66

7. Paste the code you copied from Twitter into the View HTML window. 8. Click Update. 9. Click Save to close the design window. 10. Under the Design heading, click the location you chose for your template (e.g. Home Content). 11. Select your default design and click Detail. 12. Find your new template under the content heading and drag it to the position you would like it to appear under the design heading. 13. Click Save. Your Facebook Page s feed will now be visible on your home page. Insignia Library System Training Guide Page 49 of 66

TWITTER 1. Go to https://publish.twitter.com/. 2. Enter your handle (e.g. @insigniasftware). 3. Follow the steps to create an embedded timeline. 3.1. When selecting a width for your timeline, enter 220px for the left and right banners and 500px if you want to display the timeline in the middle (home content) section of the OPAC. 3.2. Height is dependent on how much space you want the feed to take up. 4. Once you are finished personalizing your widget, copy the code Twitter provides. 5. Create a Template using the steps outlined at the beginning of this guide. 6. Click the View HTML button. 7. Paste the code you copied from Twitter into the View HTML window. 8. Click Update. 9. Click Save to close the design window. 10. Under the Design heading, click the location you chose for your template (e.g. Left Banner). 11. Select your default design and click Detail. 12. Find your new template under the content heading and drag it to the position you would like it to appear under the design heading. 13. Click Save. Your Twitter feed will now be visible on your home page. Insignia Library System Training Guide Page 50 of 66

FLICKR Flickr no longer offers official tools for adding a widget to your website. You will need to use a 3 rd party to build a widget. We recommend using Flickr Slideshow or Flickr Badge. 1. Go to http://www.flickrslideshow.com/ or http://www.flickrbadge.com/. 2. Enter the URL of the Flickr album you want to showcase. 3. Follow the steps to create a Flickr widget. 3.1. When selecting a width for your widget, enter 220px for the left and right banners and 500px if you want to display the timeline in the middle (home content) section of the OPAC. 3.2. Height is dependent on how much space you want the feed to take up. 4. Once you are finished personalizing your widget, copy the code the website provides. 5. Create a Template using the steps outlined at the beginning of this guide. 6. Click the View HTML button. Insignia Library System Training Guide Page 51 of 66

7. Paste the code you copied from the website into the View HTML window. 8. Click Update. 9. Click Save to close the design window. 10. Under the Design heading, click the location you chose for your template (e.g. Left Banner). 11. Select your default design and click Detail. 12. Find your new template under the content heading and drag it to the position you would like it to appear under the design heading. 13. Click Save. You Flickr album will now be visible on your home page. Insignia Library System Training Guide Page 52 of 66

PINTEREST 1. Go to https://developers.pinterest.com/tools/widget-builder/. 2. Enter your Pinterest URL. 3. Follow the steps to create an embedded Pinterest widget. 3.1. When selecting a size for your widget, choose one with a width of 200px or smaller for the left and right banners and 500px or smaller if you want to display the widget in the middle (home content) section of the OPAC. 3.2. Height is dependent on how much space you want the widget to take up. 4. Once you are finished personalizing your widget, copy the code Pinterest provides. 5. Create a Template using the steps outlined at the beginning of this guide. 6. Click the View HTML button. Insignia Library System Training Guide Page 53 of 66

7. Paste the code you copied from Pinterest into the View HTML window. 8. Click Update. 9. Click Save to close the design window. 10. Under the Design heading, click the location you chose for your template (e.g. Left Banner). 11. Select your default design and click Detail. 12. Find your new template under the content heading and drag it to the position you would like it to appear under the design heading. 13. Click Save. Your Pinterest feed will now be visible on your home page. INSTAGRAM 1. Go to your Instagram page (e.g. https://www.instagram.com/americanlibraryassociation). 2. Click to expand the first photo on your timeline. 3. Click the button in the bottom right-hand corner. Insignia Library System Training Guide Page 54 of 66

4. Click Embed. 5. Copy the code Instagram provides. 6. Create a Template using the steps outlined at the beginning of this guide. 7. Click the View HTML button. 8. Paste the code you copied from Twitter into the View HTML window. 9. Click Update. 10. Click Save to close the design window. 11. Under the Design heading, click the location you chose for your template (e.g. Left Banner). 12. Select your default design and click Detail. 13. Find your new template under the content heading and drag it to the position you would like it to appear under the design heading. 14. Click Save. Your Instagram feed will now be visible on your home page. Insignia Library System Training Guide Page 55 of 66

INSIGNIA 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. Step 2 1. 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. Insignia Library System Training Guide Page 56 of 66

Step 5 6. Click Add Extension when you are prompted. Step 6 7. Click on the ILS icon that appears at the top right of the browser. Step 7 8. Select your district and library from the dropdown menus. Enter your Insignia username and password. Insignia Library System Training Guide Page 57 of 66

Step 9 9. Click Save. 10. Close Google Chrome and reopen it to start using the Insignia OPAC extension. INSIGNIA SMARTPHONE APP Insignia currently offers a mobile application that allow patrons to search the library 24/7 from anywhere with internet access. The mobile application exists for Android and Apple ios operating systems. FEATURES SEARCH Patrons can search the library catalog using Keywords, Title, Author, or ISBN. WHAT S NEW This feature provides a list of the items they have recently viewed, recommended items from library staff, suggestions based on authors they have circulated, and a list of Most Circulated items. MY ACCOUNT Patrons can manage their library accounts. The user ID and password are the same as those used to log in to the Discovery Layer and can be set up in the patron profile in the ILS. Patrons are able to place reserves and renew items. IOS APP FROM APPLE APP STORE 1. Search for Insignia ILS in the App Store. Insignia Library System Training Guide Page 58 of 66

2. Tap on the Insignia ILS icon to view more details. Then, tap on Install or the Cloud icon to download and install it onto your Apple device. 3. Tap Open once the download and install are finished. 4. Select or Search for the Library or District you would like to view. 5. The Search screen allows you to search for a title or select by Rating (indicated by stars), Title, Keyword, Author, Series, Call No, Subject, and ISBN. Insignia Library System Training Guide Page 59 of 66

6. The What s New screen is where you can see Recently Viewed, Bookmarks, Suggestions, Recommended, and Most Circulated titles as they are shown on the Discovery Layer. 7. The My Account screen is where you can log in and view your account details such as items checked out, holds/fines, and history. Insignia Library System Training Guide Page 60 of 66

8. The Admin screen below may display, if logged in, depending on the patron s permissions. This page will vary with options, such as Self Check Out or Check In for staff or patrons. 9. The More screen allows you to choose a library and apply additional settings. Insignia Library System Training Guide Page 61 of 66

10. The Library screen allows a library to be selected or to be set as the default library. 11. The Settings screen allows various settings to be customized. ANDROID APP FROM GOOGLE PLAY STORE 1. Search for Insignia ILS in the Google Play Store. Insignia Library System Training Guide Page 62 of 66

2. Tap on the Insignia ILS icon and click Install. 3. Tap Accept when the permissions page displays to begin the download. 4. Tap Open once finished downloading/installing to start Insignia ILS. 5. Select or Search for the Library or District you would like to view. 6. If you would like to switch the currently selected library, tap > Settings > Select your library or district. 7. The Search screen allows you to search for a title or select by Rating (indicated by stars), Title, Keyword, Author, Series, Call No, Subject, and ISBN. Insignia Library System Training Guide Page 63 of 66

8. The What s New page below is where you can see Recently Viewed, Bookmarks, Suggestions, Recommended, and Most Circulated as they are shown on the OPAC Page. 9. The My Account screen is where you can log in and view your account details such as items checked out, holds/fines, and history. 10. The Library page below allows you to select the library or set a library as a default library Insignia Library System Training Guide Page 64 of 66

11. The Admin page below may display, if logged in, depending on the patron s permissions. This page will vary with options, such as Self Check Out or Check In, for staff or patrons. TECHNICAL SUPPORT Emails are monitored all the time (including holidays and after hours), and is the most reliable means of contacting Insignia Technical Support. SUBMIT A QUESTION OR ISSUE To submit a case, you must have your email address and phone number in your profile in the patron record. Step 2 Step 3 Step 5 Step 6 Step 4 Step 2 Insignia Library System Training Guide Page 65 of 66

1. Go to Help > Find/Add Case. 2. Enter a Title to identify the issue concisely. 3. Fill out additional details including Case Type, Category, and Priority. 4. Description: Provide specific examples of the issue(s) you are experiencing. For example, 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. 7. If you need to call us with additional information, please provide us with the Case No. you have been assigned (the last 4 digits). ONLINE TECHNICAL SUPPORT MEETING When we are not able to help you over the phone we may ask you to start an online meeting. To start an online meeting please follow these steps: 1. Go to Help > Online Meeting. 2. When you prompted to Run or Open, do so. You may have to do that twice depending on your browser. 3. It may ask you if you trust the program, click Yes. 4. The window as shown below will popup, please give us the meeting ID and password that you see here. 5. Once we finish helping you, you can close the above screen Toll Free Number: 866-428-3997 Option 2 Technical Support email: insigniasupport@insigniasoftware.com Insignia Library System Training Guide Page 66 of 66