pergamonmu:quickstart:new_reader
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pergamonmu:quickstart:new_reader [2017/08/10 11:08] admin created |
pergamonmu:quickstart:new_reader [2017/08/10 13:48] (current) admin |
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| ====== Creating a New Reader ====== | ====== Creating a New Reader ====== | ||
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| + | In order to create a new reader: | ||
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| + | - Start Pergamon and login using your managerial user, '**SmithW**' (the user that you created earlier), and navigate to [**Manager**] > [**Readers**].\\ \\ | ||
| + | - Click the [**Create**] button in the [**Readers**] toolbar icon group to create a new entry in the left-hand list, then select the new reader to display it's details.\\ \\ {{:pergamonmu:quickstart:quickstart-readers-create.png?direct&100|Create Reader}}\\ \\ | ||
| + | - Note that as soon as the reader is selected, the toolbar menu re-orients to display additional toolbar icons used to edit the reader record.\\ \\ | ||
| + | - Change the [**Barcode**] value to a valid number in your library (we will use '00001'), and ensure that the reader's [**Active**] is checked to **ON** so that it can be used in other functional areas such as circulations.\\ \\ | ||
| + | - Use the [**TAB**] key or your mouse to move between each of the additional fields and select valid entries. Note that the [**Age Range**], [**Date End**], [**Circulation profile**] and [**Audience**] are all required for correct Circulations, though many of these will be auto selected from the Lookup items available as long as they have been set to be '**default**'. Setting appropriate lookup items to **default** will increase the speed at which a new reader can be created and configured.\\ \\ {{:pergamonmu:quickstart:quickstart-readers-new-reader.png?direct&100|New Reader}}\\ \\ | ||
| + | - Click [**Update**] to save the new reader details into the database.\\ \\ | ||
| + | - While optional, it can be useful to have contact details for the reader. We will create a new contact for the purposes of education.\\ \\ | ||
| + | - With the new reader selected in the left-hand list, click [**Create**] in the [**Contacts**] toolbar menu group to create a new contact for this reader.\\ \\ | ||
| + | - Change the [**Name**] of the contact to reflect who it refers to - it is often best to enter the name as if it would appear in written communications.\\ \\ {{:pergamonmu:quickstart:quickstart-readers-new-contact-a.png?direct&100|New Contact}}\\ \\ | ||
| + | - On the [**Address**] tab page, enter the address and post code into the fields provided.\\ \\ {{:pergamonmu:quickstart:quickstart-readers-new-contact-b.png?direct&100|New Contact}}\\ \\ | ||
| + | - On the [**Numbers**] tab page, enter any contact methods that you have in the fields provided.\\ \\ {{:pergamonmu:quickstart:quickstart-readers-new-contact-c.png?direct&100|New Contact}}\\ \\ | ||
| + | - Click [**Update Contact**] to save the new contact details into the database. | ||
| + | - If you would like this reader to be able to login into the OPAC, select the reader in the left-hand list then click [**Password**] in the toolbar menu [**Readers**] group. Enter the new password for the reader. In this case, we are just using the reader barcode number as a password, but it is advised to use something more unique in practice.\\ \\ {{:pergamonmu:quickstart:quickstart-readers-password.png?direct&100|New Password}}\\ \\ | ||
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pergamonmu/quickstart/new_reader.1502363308.txt.gz ยท Last modified: 2017/08/10 11:08 by admin
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