Part V. System Administration From the Staff Client

Table of Contents

22. Introduction
23. Acquisitions Administration
Acquisitions Permissions in the Admin module
Cancel/Suspend reasons
Create a cancel/suspend reason
Create a claim policy
Create a claim type
Create a claim event type
Create a claim policy action
Currency Types
Create a currency type
Edit a currency type
Distribution Formulas
Create a distribution formula
Edit a distribution formula
EDI Accounts
EDI Messages
Exchange Rates
Create an exchange rate
Edit an Exchange Rate
MARC Federated Search
Fund Tags
Funding Sources
Create a funding source
Allocate Credits to Funding Sources
Allocate credits to funds
Track Debits and Credits
Create a fund
Allocate Credits from Funding Sources to Funds
Transfer credits between funds
Track Balances and Expenditures
Core Source Added for Fund Reporting
Edit a Fund
Perform Year End Closeout Operation
Enhancements to Fiscal Rollover
Invoice menus
Invoice item type
Invoice payment method
Line item features
Create a line item alert
Line Item MARC Attribute Definitions
24. Authorities
Authority Control Sets
Control Sets
Authority Fields
To create an Authority Field:
Browse Axes
OPAC Searching of Authorities
25. Call Number Prefixes and Suffixes
Configure call number prefixes
Configure call number suffixes
Apply Call Number Prefixes and Suffixes
26. Restrict Z39.50 Sources by Permission Group
Administrative Settings
Restrict Z39.50 Sources by Permission Group
27. Booking Module Administration
Creating Bookable Non-Bibliographic Resources
Create New Resource Type
Create New Resource Attribute
Create New Resource Attribute Value
Create New Resource
Map Resource Attributes and Values to Resources
Editing Non-Bibliographic Resources
Editing Resource Types
Deleting Non-bibliographic Resources
28. User and Group Permissions
Staff Accounts
Staff Account Permissions
Granting Additional Permissions
29. SMS Text Messaging
Administrative Setup
Enable Text Messages
Authenticate Patrons
Configure SMS Carriers
Configure Text Message Templates
Receiving Holds Notices via Text Message
Sending Copy Locations via Text Message
30. User Activity Types
Enabling this Feature
Using this Feature