follett destiny user guide

701

Appendix G The Bar Tender

The Bar Tender for Windows can be used to replace missing or damaged barcode
labels and to print patron barcode labels. After installing The Bar Tender with the
instructions in The Bar Tender for Windows reference manual, the following
information will help you define the page layout and barcode information, print
sequential barcodes, and print patron barcode labels.

Setting up The Bar Tender

Before you can print barcodes with The Bar Tender, you need to define the layout
of your label stock and decide what information should appear on the labels.

Specifying the label stock layout

From The Bar Tender main menu, choose File | Page Setup, or choose the Page
Setup icon from the toolbar. The Page Setup dialog appears. Define your label
stock's paper size, orientation, margins, and labels. The labels in the Preview
group box change to reflect your definition. Click OK.

Note: If you've purchased stock from Follett Software Company, use the
following specifications:

Page setup for Follett Software label stock

Page Setup field Top Follett label stock
Paper size Bottom
Orientation Left Letter 8.5 x 11 in.
Margins Right
Portrait
Label Width
Height .500 in.
Vert. Repeat .500 in.
Columns .312 in.
.312 in.

2.625 in.
1.000 in.
1.000 in.
3 across

Editing the barcode label contents

To add a barcode to your label, from The Bar Tender main menu, choose Create |
Bar Code, or choose the Create Bar Code icon from the toolbar. Click in the label
viewing area of the main window. A barcode appears on the label. Reposition the
barcode, if necessary, so that it is centered on the label.

Note: If you want to add the library name to the label, move the barcode toward
the bottom portion of the label.

702 Appendices 03/05

Defining the barcode

1. To define the barcode specifications, double-click on the barcode or choose
Modify | Selected Object. From the Modify Selected Bar Code Object dialog,
select the Bar Code tab, and then choose a symbology from the Symbology
dropĆdown list.

Note: If you're using labels from Follett Software Company, under
Dimensions, change the X dimension to 9.2 mils and set the Ratio to
Auto. This reduces the size of the barcode, allowing other text to be
added to the labels.

Comparison of Follett and The Bar Tender barcode symbologies

System Setup symbologies The Bar Tender symbologies

Follett Classic Any symbology 7 digits or less:
Regular Code 39 (without a check digit) recommended

Code 39 Mod 10 Regular Code 39 with Unison Mod 10 check digit

Code 39 Mod 11 Currently not supported

Code 39 Mod 43 Regular Code 39 with Mod 43 check digit

Interleaved 2 of 5 A Currently not supported

Codabar Mod 10 Currently not available with Mod 10 check digit

Generic Code 39 Regular Code 39

Generic Interleaved 2 of 5 Interleaved 2ĆofĆ5

Generic Codabar Codabar

Generic LabelCode 5 Currently not supported

If you're using a check digit, select the Check Digit check box, and then
choose your check digit type from the dropĆdown list (Unison Mod 10 or
Mod 43 are the most common types used).

2. Select the Data Source tab. Enter the beginning barcode number in the Screen
Data text field (e.g., T 1001), and set the Data Source option to Screen Data.

To print a range of barcodes, check the Serialize check box. To specify how
you would like the barcode numbers to serialize, click Serialize Options.
After completing your barcode specifications, click OK.

Adding text to the label

1. To add text, such as your library's name, to the barcode label, from The Bar
Tender main menu, choose Create | Text, or choose the Text icon from the
toolbar. Click on the label above the barcode. The text field appears on the
label as Text Data."

03/05 Appendix G The Bar Tender 703

2. To modify the text field's size and contents, double-click on Text Data or
choose Modify | Selected Object. From the Modify Selected Text Object
dialog, select the Font tab. If the text field is too large to fit on the label,
reduce the font sizeĊpoint size 9 will probably work best, but you can
experiment with different font sizes and typefaces.

3. Select the Data Source tab. Enter your library name, or whatever you want to
print on the label, in the Screen Data text field, and set the Data Source option
to Screen Data. After completing your text modifications, click OK.

You may need to reposition the text on the label. If necessary, you can go back to
the Modify Selected Text Object dialog and make additional changes.

Printing sequential barcode labels

1. After completing your setup, from The Bar Tender main menu, choose File |
Print, or choose the Print icon from the toolbar. The Print dialog appears. To
define the desired printer and paper source, click on Printer Setup. If you are
printing one page at a time, it may be easier to set the source to manual feed.
To save your printer setup, click OK.

2. If you are printing a sequential list, make sure the Use Input Data File check
box is not selected. Define the range of the labels you want to print by setting
the Identical Copies of Label to 1 and the Number of Serialized Labels to 30.

3. To begin printing labels, click Print.

Saving sequential barcode setup

After printing sequential barcode labels, you will want to save your setup. If you
use this file the next time you print sequential labels, The Bar Tender will start
with the number at which it left off.

To save this label setup, from The Bar Tender main menu, choose File | Save, or
choose the Save icon from the toolbar. Save the file with a name you will
remember (e.g., TITLE.BTW or CODE39.BTW).

Printing patron barcode labels

Since some of the setup options for the patron barcode labels are the same as the
setup for sequential barcode labels, you can use the file you just created as a basis
for your new setup.

1. Open the file you saved in Saving sequential barcode setup." From The Bar
Tender main menu, select File | Save As and create a new file name, such as
PATRONS.BTW.

2. To modify the barcode, double-click on the barcode or choose Modify |
Selected Object. From the Modify Selected Bar Code Object dialog, select the
Data Source tab. Set the Data Source option to Input File Data and set the Use
Data Field # to 1. After verifying that the Serialize check box isn't selected,
click OK.

704 Appendices 03/05

3. To select and setup the patron file you want to use, from The Bar Tender
main menu, select File | Input Data File Setup. From the Input Data File
Setup dialog, set the Type option to Text File. In the Data Selection group box,
click Select. The Specify Data File dialog appears.

4. Set the List Files of Type to All [*.*], and then change the Drives option to the
location of the patron export file you wish to input.

See also: Patron export files are created in Patron Maintenance. For more
information, see Chapter 18, Exporting patron records."

Under File Name, select the patron export file you want to print, and then
click OK. The Input Data File Setup dialog reappears.

5. To view the records you have selected, click View Selected Records. The first
record in the View Select Records dialog is the leader from the patron file,
usually the library name. The rest of the list contains the patron numbers you
want to print. (The last name is in Field 3, and the first name is in Field 4. All
fields can be viewed by scrolling to the right in the dialog.) After verifying
the records are correct, click OK.

6. To prevent the patron file header record from printing, in the Data Selection
group box, change the Record Selection dropĆdown list to Range, and then
click Options. From the Record Range Options dialog, change the Starting
Record # to 2, and then click OK.

To Print these labels with just the library name and the patron barcode
number, go to step 8. To add patron names to the barcode labels, continue
with step 7.

7. Add a text field using the steps for Adding text to the label" on page 702.
Modify the font size of the text field as necessary. To specify the contents of
the text field, from the Modify Selected Text Object dialog, select the Data
Source tab. Set the Data Source option to Input File Data. To display the
patron's last name, set the Use Data Field # to 3. After completing your text
modifications, click OK. To add the patron's first name to the label, repeat
this step and set the Use Data Field # to 4. You may need to reposition the
text or barcode on the label.

8. To print the patron barcode labels, choose File | Print, or choose the Print
icon from the toolbar. From the Print dialog, select the Input Data File check
box. Set the Identical Copies of Label to 1, and then click Print. After printing,
save your changes to the file.

Barcodes in The Bar Tender

The Bar Tender for Windows reference manual (provided with the full program
when purchased) describes in detail how to modify barcodes. If you are using
any of the following symbologies with a check digit (checksum) and are planning
to create barcodes in The Bar Tender, do not type the last digit of any 8- through
14-character barcode:

D Codabar Mod 10 D Code 39 Mod 11
D Code 39 Mod 10 D Code 39 Mod 43

03/05 Appendix G The Bar Tender 705

Entering a check digit character in The Bar Tender will result in invalid barcodes.

Example: To define the barcode specifications for a Code 39 Mod 10 barcode with
a check digit, after selecting the symbology and check digit type, select the Data
Source tab:

Enter the beginning barcode
number in the Screen Data text
field without the check digit

(e.g., 318IU00000806), and
then set the Data Source.

The following is an example of a Code 39 Mod 43 barcode created by The Bar
Tender:

The Bar Tender automatically
calculates the check digit.

(Not shown actual size.)

706 Appendices 03/05

Notes

707

Appendix H Configuring scanners

This appendix contains the following: information on using the ISBN barcode
scanning feature; information on determining which scanners can be used to scan
the ISBN barcodes; and the programming barcodes you'll need to configure these
scanners.

Uses

Most items in your collection have ISBN barcodes imprinted on them by their
publisher or producer. To make use of these barcodes in the library, you can
configure your scanner to read them. If you have the item in hand, you can scan
the ISBN barcode during several procedures:

S Searching for items in Cataloging. Scan the ISBN on the back cover of the

book, and press the ISBN search button (not the Barcode button) on the
toolbar to find its MARC record.

S Entering the ISBN when cataloging items. Put the cursor in the 020 tag in the

MARC Editor, or in the ISBN text box in the Easy Editor, and scan the ISBN.
Using this method allows error-free data entry in a critical tag.

S Building an LCCN-ISBN-ISSN list when exporting MARC records, or

generating a Bibliography Report or Title List. In the LCCN-ISBN-ISSN List
dialog, select the ISBN radio button, and scan in the ISBNs to build the list.
You do not even have to press the Add button between scans.

S Entering the ISBN when creating a record on the fly" at the Circulation

Desk. When the Checkout procedure encounters an unidentified copy
barcode, you may choose to create a permanent record. In the Add Title
dialog, put the cursor in the ISBN text box, and just scan the ISBN to enter it.

Selecting a scanner

Of the scanners supported by Follett Software Company, the following scanners
can be used to scan ISBNs in version 4.x or higher of the Follett applications:

S ScanTeam 3400 CCD scanner. (See instructions starting in next section.)

S ScanTeam 5400 Laser scanner. (See instructions starting on page 709.)

S ImageTeam 3800 Image Reader. Reads ISBN by default. (No programming is

necessary.)

708 Appendices 03/05

The following scanners will not support the scanning of ISBNs in Circulation Plus
or Catalog Plus, version 4.x or higher:

S The ScanTeam 3210 CCD scanner and the PSC Quick Laser+ scanner.

If you want to utilize the scanning feature, you will need to upgrade to a
different scanner.

S PSC Quick Scan Laser+ scanner. If you want to utilize the scanning feature,

you will need to upgrade to a different scanner.

ScanTeam 3400 CCD

Note: The programming sheet included in this section can only be used with the
ScanTeam 3400 CCD scanner (DOS/WIN/MAC) with certain software
revisions.

Getting ready

Before you start programming the ScanTeam 3400 CCD, you'll need to verify that
you have the correct scanner by doing the following:

1. Determine which scanner you have by viewing the label underneath the
scanner. Item numbers 522022, 522021, 722151, and 722150 are all item
numbers associated with a ScanTeam 3400 CCD Scanner.

2. Determine which software revision is installed in your scanner by viewing
the label underneath the scanner. If you have any of the following revisions,
then you may proceed with the programming of the Scan Team 3400 CCD
scanner. Version: 1.0, 1.1, 3.0, 4.0.4, 4.0.5, 4.0.6, or 4.0.7.

Note: If you have software revision 4.0.6.2 (DOS/WIN) or 4.0.7.2 (MAC) or
greater, then you will not need to perform this programming. ISBN
scanning is already enabled in scanner(s) with this software revision.

03/05 Appendix H Configuring scanners 709

Programming codes for ScanTeam 3400 CCD scanner

To program the ScanTeam 3400 CCD for ISBN scanning, scan the following seven
programming codes. Scan the barcodes in order from 1) through 7). Scan each
barcode only once. After scanning each barcode, you will hear 1 or 2 beeps,
indicating that the scan was successful.

1) 2 beeps 5) 1 beep

2) 1 beep 6) 1 beep

3) 1 beep 7) 2 beeps

4 ) 1 beep

ScanTeam 5400 Laser

Note: The programming sheet included in this section can only be used with the
ScanTeam 5400 Laser scanner (DOS/WIN/MAC) with certain software
revisions.

Getting ready

Before you start programming the ScanTeam 5400 Laser, you'll need to verify that
you have the correct scanner by doing the following:

1. Determine which scanner you have by viewing the label underneath the
scanner. Item numbers 722246 and 722245 are all item numbers associated
with a ScanTeam 5400 Laser Scanner.

2. Determine which software revision is installed in your scanner by viewing
the label underneath the scanner. If you have any of the following revisions,

710 Appendices 03/05

then you may proceed with the programming of the Scan Team 5400 Laser
scanner. Version: 2.0.4 or 2.0.5.
Note: If you have software revision 2.0.5.2 (DOS/WIN) or 2.0.4.2 (MAC) or

greater, then you will not need to perform this programming. ISBN
scanning is already enabled in scanner(s) with this software revision.

Programming codes for ScanTeam 5400 Laser scanner

To program the ScanTeam 5400 Laser for ISBN scanning, scan the following two
programming codes. Scan the barcodes in order, starting with number 1). Scan
each barcode once only. After scanning each barcode, you will hear 2 beeps,
indicating that the scan was successful.

1) 2 beeps

2) 2 beeps

Index

Symbols A

?. See wildcards a. See nonfiling characters

*. See wildcards Accelerated Reader
See also 526 tags; searching
*NC circulation type, 46 cataloging instructions, 643ć644
searching in Cataloging, 248
Numbers searching in OPAC, 465

006 tags, 277 accent symbols. See diacritics

007 tags, 278 access rights. See InstallationGuide
templates, 653
Acquisitions
008 tags adding vendors, 61
authority, 287 bill-to/ship-to information, 66
bibliographic, 278ć279 billing and shipping address, 375
templates, 653 calculating amounts, 375
changing address information, 380
490 tags, indexing, 56 Defaults tab, 66
editing funding sources, 64
521 tags filling out an order, 374
cataloging instructions, 642ć643 finding an order, 377
displaying in OPAC, 414 funding sources, 64
line items, 376
526 tags order life-cycle, 373
cataloging instructions, 643ć644 order status, 373
deleting globally, 340ć341 orders notes, 375
printing an order, 381
6xx tags, deleting globally, 338 purchase information, 63
receiving line items, 378
852 tags vendor contact information, 63
subfield table, 295ć313 vendor information, 61
in Winnebago, compared, 305 vendor notes, 63

856 tags addresses
in authority records, 364 editing patron, 192
cataloging tips, 361ć363 formatting site, 36ć37
deleting globally, 340ć341 setting up library mailing address, 35ć36
displaying in OPAC, 408ć410, 417 viewing patron info in Circulation Desk,
as hyperlinks, 470 130ć133
showing authority tags in OPAC, 57
WebPath Express and data exchange (DX), 92 advanced utilities. See utilities

Alliance Plus (module)
See also autorecon; Process Misses
autorecon, 387, 393

712 Index 03/05

password, 41 description of, 387, 388, 393
selecting a data source, 384 interrupting, 392
starting, 383ć384 keyword replacement, 392
preparing for, 389, 393
Alliance Plus CDs restarting, 391
for autorecons, 384 running, 390ć396
changing in Cataloging, 251ć253 standard numbers and, 389, 390
copying records from, 257 updating bibliographic records, 388ć389
searching in Cataloging, 251ć253
B
Alliance Plus Online
for autorecons, 384 backup
copying records from, 257 See also restoring from backup
proxy configuration, 59 Backup and Restore vs. third-party software,
searching in Cataloging, 251ć253 613
media rotation, 614
an. See nonfiling characters requirements for third-party software, 618
running Backup Prep, 619ć620
analyzing your collection, 329ć330 suggestions, 614

and. See Boolean operators Backup and Restore
backup file name, 617
annual calendars, 85ć87 excluding patron pictures, 616
and exclusive mode, 615
annual statistics. See statistics media rotation, 614
media types, 613, 616
application rights. See InstallationGuide password, 41, 615
restoring in, 617ć618
articles. See nonfiling characters restricted use of the database, 615
using, 615
asterisks. See wildcards vs. third-party software, 613

attendance list. See patron name list The Bar Tender, 701ć706
barcode check digits, 704ć706
audiovisual equipment, cataloging tips, 359 editing barcode labels, 701ć703
label stock, 701
authority records printing patron barcode labels, 703ć704
cataloging electronic resources, 364 printing sequential barcode labels, 703
changing views in Cataloging, 255 setting up, 701ć703
creating, 258, 285ć286
creating cross-references, 284ć290 Barcode Wizard, for Winnebago records, 307ć309
deleting, 258ć259
duplicating, 257, 258 barcodes
exporting, 324 See also The Bar Tender
format guides for, 240 Assign Barcode button, 660
Headings without Authorities Report, 521 assigning to copies in Cataloging, 292
importing, 313ć314 assigning to copies on import, 298ć300
in the MARC Editor, 284ć290 Circulation Desk command sheet, 118
required information, 288ć289 components of, 655
searching for, 246ć251 converting Winnebago, 307ć309
selecting a template, 285 Follett Classic, 38, 656
subfield 'w', 289ć290 handling unrecognized, in Circulation Desk,
tags corresponding to bibliographic tags, 286 123
templates, 651ć654 limiting reports by, 496
PHD requirements, 38
automatically resetting search stations. See
inactivity timeouts

autorecon
See also Alliance Plus
in Book Cart, 353ć358
copy requirement for, 387, 393

03/05 Index 713

printing for copies, 518 deleting 9xx tags globally, 340ć341
printing on patron cards, 578 deleting after export, 322
printing on patron lists, 576 deleting headings globally, 338
printing patron labels, 573 deleting titles without copies automatically, 57
recognized by Follett applications, 657 deleting titles without copies globally, 341
scanning in Circulation Desk, 123 duplicating, 257, 258
scanning with a PHD Dolphin+, 684ć685 enhancing with an autorecon, 387ć389, 393
sounds while scanning, 127 exporting, 318ć323
supported by the PHD Dolphin+, 681 format guides for, 240
supported by the Telxon PHDs, 662 importing, 295ć313
symbologies, 655ć660 Leader, default, 653
defining symbologies, 39ć40 main entry tags, 272, 286
mixing symbologies, 38 matching rules in an autorecon, 387, 393
selecting symbologies, 38, 657 material types information, 274
setting up symbologies, 37ć40 merging copies onto, in Book Cart, 357
testing symbologies, 40, 658ć660 recommended content, 271ć273
terminology, 656 replacing in an autorecon, 388ć389
test print for patron labels, 575 replacing in Process Misses, 400ć401
torn or missing labels at checkin, 153 replicating, 269
type indentifiers in, 38 searching for in Cataloging, 246ć251
typing into PHD Dolphin+s, 680 searching for in Circulation Desk, 123ć125
typing into Telxon PHDs, 667 size limits, 272
Used/Unused Copy Barcodes Report, 541ć542 splitting a collection, 324ć326
Used/Unused Patron Barcodes Report, tags recognized by Cataloging, 635ć640
587ć588 templates, 651ć654
Winnebago, examining, 303 temporary records, 141ć143
Winnebago, on import, 307ć309 and union data exchange, 95
updating headings globally, 330ć332
batch processing. See global processing updating reading/interest levels, 389
updating review sources, 389
batteries updating with Alliance Plus, 388ć389
PHD Dolphin+, 679 updating with an autorecon, 387, 393
Telxon PHDs, 676 using the Easy Editor, 261ć268
using the MARC Editor, 269ć272
bibliographic records variable-length tags, 279
See also tags viewing circulation statistics, 135
adding temporary, in Circulation Desk, viewing in Book Cart, 357
141ć143
adding to Book Cart, 352ć353 bibliography
adding with the Easy Editor, 261ć268 creating in Book Cart, 355ć358
adding with the MARC Editor, 270 creating in Reports, 506ć507
enhancing with Book Cart, 352ć358 creating in text OPAC, 479
brief record tags, default, 54ć55 creating in Visual OPAC, 488
CEMARC records, 272 creating in WebCollection Plus, 441
changing the material type icon, 274ć287
changing views in Cataloging, 255 Bibliography Report, 506ć507
creating, 258
creating during checkout, 141ć143 bills, customizing, 82ć84
creating reports with extracted data, 593ć594
database utilities, 599ć612 bindery. See copy status
deleting, 258ć259
deleting 526 tags globally, 340ć341 block conditions
deleting 6xx tags globally, 338 on checkout, 138
deleting 856 tags globally, 340ć341 handling, 127ć129
overriding, 129
password, 41

714 Index 03/05

Book Cart, 352ć358 editing, 50
adding records on import, 297 printing a list of, 508
adding records to, 352ć353 sorting order, 51
autorecon in, 353ć354 updating copies globally, 332
enhancing records in, 352
using MARC Magician with, 354ć355 call numbers
merging copies in, 357 adding to copies in Cataloging, 292
printing copy barcode labels from, 519 default tag location, 47ć48
printing spine/pocket labels from, 528 printing a list of copies with different call
printing the contents, 355ć356 numbers, 515
saving the contents, 353 printing a list of copies with other call
viewing records in, 357 numbers, 516
printing a list of copies without call numbers,
Bookbag 517
setting up for Visual OPAC, 418 sorting order, 51
setting up in OPAC, 408ć410
using in text OPAC, 479 card printing, patron, 578ć581
using in Visual OPAC, 488
WebCollection Plus, 441 cataloging
See also authority records; bibliographic
books. See copies records; copies
using Alliance Plus databases, 251ć253
BookWhere. See Z39.50 Server Guide audiovisual equipment, 359
computer files, 369ć372
Boolean operators, 464ć467 copy information, 291
with the Easy Editor, 261ć268
borrowing. See circulation eBooks, 366ć367
electronic resources, 361ć372
borrowing limits. See loan policy setup local electronic resources, 363ć364
with the MARC Editor, 269
brief MARC records vertical file materials, 359ć360
See also bibliographic records; Easy Editor videorecordings, 360ć361
and autorecon, 387, 393 websites, 367ć369
defining, 54ć55
discussed, 271ć273 Cataloging (module)
fields in, 272 description of, 239
report, 507 limiting access to, 244ć246
menu bar, 241
Brief Records Report, 507ć508 password, 41, 241
printing in, 259
browse searching, WebCollection Plus search restoring access to, 244
setup, 446 security settings, 244ć246
setting up, 45ć60
browser settings, for WebCollection Plus, 435 starting the application, 241ć246
toolbar options, 242ć246
but not. See Boolean operators
categories
buttons <added by import>, 52
Cataloging toolbar, 242 adding to copies in Cataloging, 292
OPAC toolbar, 413 adding to copies on import, 298ć300
Visual OPAC, 420ć430 assigning with a PHD, 344ć346
WebCollection Plus toolbar, 440 creating, 53
creating reports with extracted data, 593ć594
C deleting, 54
discussed, 52ć54
calendars, setting up, 85ć87 editing, 53
extracting transaction data, 593ć594
call number prefixes
creating, 50
defined, 48ć51

03/05 Index 715

maximum number, 53, 106 bibliographic record searches, 123ć125
printing a list of, 508 block conditions in, 138
printing title lists by category, 536ć537 block messages, table of, 127ć129
removing from copies with a PHD, 346ć347 checking in, 153ć156
removing from copies with a PHD Dolphin+, checking out, 137ć148
697 command sheet, 118
removing globally, 54 Date Window in, 144ć145
renaming, 53 during inventory, 216ć218
setting up, 52ć54 fines, 157ć159
sorting order, 57 holds, 167ć178
splitting a collection using, 324 loan period setup, 76ć78
updating copies individually, 336 messages for patrons, 126
patron record searches, 123ć125
Category Statistics Report, 545ć546 printing fine receipts, 158
printing refund receipts, 163
ceiling dates receipt printer, 120ć121
checking out and, 138 remote with a PHD Dolphin+, 699
setting up, 77 renewals, 149ć152
reserves, 167
CEMARC records, fields in, 272 scanning barcodes, 123
searching for bibliographic records, 123
Check Database Integrity utility, 602 searching for patron records, 123
setting a special due date, 145ć146
checking in Transaction Tracker, 120ć121
See also circulation; fines; holds; remote troubleshooting, 136
circulation; reserves viewing copy status, 134ć135
alert sounds, 154 viewing due date list, 144
assessing fines when, 160ć161 viewing patron pictures, 122
barcode labels damaged or missing, 153 viewing patron records, 130ć133
copies with holds or reserves, 154
error messages, 155ć156 Circulation Desk. See circulation
lost or missing copies, 155ć156
overdue copies, 153 Circulation Desk (module)
reshelving items, 154 clearing patron information for privacy, 118
troubleshooting, 155ć156 daily holds processing, 115ć118
daily holds processing exception report,
checking out 174ć176
See also circulation; remote circulation daily startup, 115ć118
ceiling date and, 138 entering barcodes, 123
creating patron records when, 140ć141 handling unrecognized barcodes, 123
error messages, 146ć148 limiting access to, 118ć120
Follett eBooks, 139ć140, 471 passwords, 41
handling block conditions when, 138 restoring access to, 118
loan period setup, 76ć78 scanning barcodes, 123
non-circulating copies, 143ć144 security, 118ć120
non-standard circulation types, 127 setting up sounds, 88
procedure, 138ć144 sounds, 126ć127
renewing copies, 149ć150
special due dates, 145ć146 Circulation Statistics Report, 548ć551
temporary records, 141ć143
troubleshooting, 146ć148 circulation types
adding to copies in Cataloging, 292
checkouts, viewing in Circulation Desk, 135 adding to copies on import, 298ć300
assigning with a PHD, 344ć346
Checkouts/Fines Transactions Report, 546ć548 creating, 47
default for new copies, 46
circulation default types, 46
See also remote circulation
basic transactions, 122ć129

716 Index 03/05

discussed, 45ć47 deleting lost, globally, 336
editing, 47 deleting missing, globally , 336
non-standard, 127 deleting with a PHD, 348ć352
printing a list of, 508 deleting with a PHD Dolphin+, 698
printing a list of copies with certain, 520 deleting with a scanner, 343
setting maximum checkouts for, 78 duplicating, 291
standard, 88 editing, 291ć294
updating copies globally, 332 entering into inventory, 224ć236
updating copies individually, 336 extracting transaction data, 593ć594
global updates, 332ć335
classroom transactions. See remote circulation individually updating categories, 336
individually updating circulation types, 336
clearing the Circulation Desk window, 118 individually updating copy statuses, 336
linking to funding source tables, 333ć335
clock setup, 88 linking to vendor tables, 333ć335
marked, defined, 217
closed days marking as lost, 163ć165
in fine calculations, 82 marking as missing, 238
setting up, 85ć87 maximum per title, 272
merging in Book Cart, 357
Code Table List, 508ć509 missing, defined, 217
non-circulating, 143ć144
Collection Age by Call Number Report, 551ć552 printing barcodes for, 518
renewing checkouts on, 151
Collection Age by Subject Report, 553 required information, 292
resetting missing to unmarked, 237
collection reports scanning barcodes with a PHD Dolphin+,
analyzing your collection with, 329ć330 685ć686
Bibliography, 506ć507 scanning barcodes with a Telxon PHD, 671
Collection Age by Call Number, 551ć552 subfields for imported records, 295ć297
Collection Age by Subject, 553 unmarked, defined, 217
Collection Statistics, 554ć555 updating globally, 332ć335
Collection Value, 556ć557 updating with a PHD, 344ć349
Titles by Category, 536ć537 viewing checkouts in Circulation Desk, 135
viewing circulation statistics, 135
Collection Statistics Report, 554ć555 viewing status in Circulation Desk, 134ć135
from Winnebago, compared, 305
Collection Value Report, 556ć557
Copies Added Report, 510
computer files, cataloging tips, 369ć372
Copies by Funding Source/Vendor Report, 511
converting databases. See Conversion Guide
Copies with Different Call Numbers Report, 515
cookie files, and WebCollection Plus, 435
Copies with Other Call Numbers Report, 516
copies
See also barcodes; call numbers; categories; Copies without Call Numbers Report, 517
circulation types; copy status;
description/enumerations; funding sources; Copy Barcode Labels, printing, 518
sub locations; vendors
added, report, 510 Copy List by Circulation Type Report, 520
adding, 291ć294
assessing fines for lost, 165ć166 Copy List by Status, 557ć558
assigning categories, 292
checking availability in WebCollection Plus, copy status
447 adding to copies in Cataloging, 292
checking in, 153ć156 assigning with a PHD, 344ć346
checking out, 138ć144 at the bindery, 135
creating eBook, 367 changing Missing to Available, 216
creating reports with extracted data, 593ć594
deleting, 294

03/05 Index 717

checking in WebCollection Plus for Unions, description/enumerations
447 adding to copies in Cataloging, 292
interlibrary loan, 135 displaying in OPAC, 414
and inventory, 217 updating copies globally, 332
lost, 163ć165
on loan, 135 diacritics, using in the MARC Editor, 282
updating copies individually, 336
viewing during circulation, 134ć135 diagnosing library database problems, 602

counters, about resetting, 37 directory rights. See InstallationGuide

cross-references due dates
See also authority records non-circulating, 143ć144
creating as authority records saved, 56 setting up, 76ć78
rebuilding in Cataloging, 352 special, 145ć146
viewing in Circulation Desk, 144ć145
customer number, setting up, 35
DX. See Follett Data Exchange Guide
customizing. See setting up
E
D
Easy Editor
daily Circulation Desk startup, 115ć118 Added Description tab, 263
error messages, 136 Added Entries tab, 266
adding records, 261
daily holds processing, 116 adding, editing, or duplicating records,
261ć268
daily library hours, setting up, 85 automatic punctuation in, 263
Brief Record tab, 262ć263
daily statistics. See collection statistics report; editing records in, 262
statistics; system circulation statistics report electronic resources tag, 263
fields on added description tab, 264
damaged copies, fines on, 160ć161 fields on added entries tab, 266
fields on brief record tab, 263
Data Exchange. See Follett Data Exchange Guide fields on subjects tab, 265
and Find Headings, 267
data source setup interest levels, 263ć264
in Alliance Plus, 384ć385 recommended uses, 261
in Cataloging, 251ć253 required information, 262ć263
union catalog, 253 saving records, 268
selecting the default editor, 57
database servers Subjects tab, 265
See also InstallationGuide tags supported in, 640ć641
backing up, 613ć620
maintenance, 613ć620 eBooks
See also electronic resources
databases adding copies, 367
See also utilities cataloging, 366ć367
diagnosing library database problems, 602 in OPAC, 472
rebuilding, 607ć608
reindexing keywords, 603 eBooks, Follett, in WebCollection Plus, 451
reindexing MARC databases, 604ć605
electronic resources
date setup, 88 and Titles Without Copies Report, 539
cataloging computer files, 369
Date Slips, 558 cataloging tips, 361ć372
cataloging websites, 367
DCOMM.INI, for PHD Dolphin+, 689

debts. See fines

718 Index 03/05

deleting tags globally, 340ć341 extracting data
enabling, 57, 417 about, 593
enabling in OPAC, 408ć410 information you can retrieve, 593
setting up in Visual OPAC, 417 patron history, 593
tag in Easy Editor, 263ć264
viewing Follett eBooks in WebCollection Plus, F
451
viewing in OPAC, 470ć474 FairCom Server. See database servers; Installation
Guide
Empty Database utility, 610
file formats. See import file formats
enhancement request form, 735
File Reload utility. See Reload File utility
ephemeral materials. See temporary records
filtering rules (DX)
error messages. See troubleshooting changing, 112
description of, 94ć95
events impact on reports, 110
and daily Circulation Desk startup, 116ć118 setting up, 94
entering, 43ć44
notes, 44 finalizing an inventory, 236ć237
setting up, 43ć44
viewing in OPAC, 480 Find by, orders in Acquisitions, 377
viewing in WebCollection Plus, 452
Find Headings
exception reports choosing the default list, 57
daily holds processing, 174ć176 in the Easy Editor, 267
exporting MARC records, 327ć328 in the MARC Editor, 282
importing MARC records, 314ć316
importing patron pictures, 212 Find Patron dialog, in Circulation Desk, 124ć125
importing patron records, 209ć210
remote circulation, 183ć186 Find Title dialog
remote inventory, 234ć236 in Circulation Desk, 125
updating patrons with a PHD, 204 error messages, 136
utility, 611
Weeding log, 350 finding a book order, 377

exporting Fine Notices, 567ć571
authority records, 324
bibliographic records, 318ć323 fine notices, customizing, 82
copy information, 321
deleting bibliographic records after, 322 fines
exception reports from, 327ć328 alert sounds at checkin, 157
patron records, 213ć214 checking in overdue copies, 153ć154
via PHD, 321 Checkouts/Fines Transactions Report,
by ranges, 319 546ć548
by standard number, 319 for closed days, 82
in Union Catalog Plus, 323ć328 on damaged copies, 160ć161
from Winnebago, 304 editing, 162
error messages, 166
Extract Data, 593ć598 and fine limits, 165
creating reports, 594 grace periods for, 82
extract patron data check box, 88 on lost copies, 165
fields available in, 597 on overdue copies, 160ć161
selecting the fields, 597 paying individual fines, 160
setting up, 88 paying the fine balance, 159
printing overdue notices, 567ć571
printing receipts, 158
refunds for, 163
replacement-cost limits for, 82

03/05 Index 719

setting limits for patron types, 77 deleting missing copies, 336
setting up automatic option, 81ć82 deleting patron records, 201ć202
setting up maximum allowed, 76ć78 deleting subject headings, 338
setting up refund generation, 81ć82 deleting tags, 340ć341
setting up threshold, 77 deleting titles without copies, 341
setting up user-defined, 160 linking copies to funding sources, 333ć335
tracking payments, 158 linking copies to vendors, 333ć335
troubleshooting, 166 updating bibliographic headings, 330ć332
types of, 157ć159 updating bibliographic records, 330ć332
updating, 162 updating call number prefixes, 332
user-defined, 160 updating circulation types, 332
viewing patron information, 130ć133 updating enumeration descriptions, 332
waiving, 162 updating funding sources on copies, 332ć335
updating patron records, 197ć198
fixed due dates, setting up, 77 updating sub locations, 332
updating vendors on copies, 332ć335
Follett Classic barcode symbologies, 656 using a PHD, 344

Follett customer number, setting up, 35 grace periods, and fine calculations, 82

Follett Data Exchange Server groups, setting up, 101
See also members; union catalogs
while building a union, 610 guest rights. See InstallationGuide

Follett eBooks guests. See patron records
eBooks in OPAC, 471
in OPAC, 472 H
in WebCollection Plus, 451
hardware requirements. See InstallationGuide
Follett Services Setup. See Follett Data Exchange
Guide headings
deleting subject, globally, 338
Follett Software Company, contacting, 29 Headings without Authorities Report, 521

foreign characters. See diacritics headings list. See Find Headings

formats for MARC records. See authority records; Headings without Authorities, 521
bibliographic records
help. See online help; troubleshooting
formats, file. See import file formats
hold notices
full MARC records customizing, 82ć84
See also bibliographic records printing, 559
discussed, 271ć273
fields in, 272 Hold Statistics Report, 562

funding sources Hold Transactions Report, 563ć564
adding in Acquisitions, 64
adding to copies in Cataloging, 292 holdings. See copies
adding to copies on import, 298
amounts in Acquisitions, 65 holds
linking to copies, 333ć335 alert sounds, 167
report of, 511 changing the priority, 172ć178
updating copies globally, 332ć335 checking in copies with, 154
daily Circulation Desk startup, 115ć118
G daily processing report, 174ć176
deleting, 170
global processing discussed, 167ć168
deleting lost copies, 336 during remote circulation, 183ć186
editing, 172

720 Index 03/05

expired, 172 vendor records, 297
extending expiration dates, 172ć173 WebPath Express authority records, 313ć314
managing, 172 WebPath Express bibliographic records, 297
placing in Circulation Desk, 170ć171 Winnebago records, 303ć316
placing in OPAC, 478
placing in WebCollection Plus, 447 inactivity timeouts
printing notices, 559ć561 for Follett eBooks, 451, 472
queue, 172ć178 in Circulation Desk, 88
reviving, 172 setting up in OPAC, 408
setting up patron limits, 76ć78 in WebCollection Plus, 448
setting up requests in WebCollection Plus,
442ć444 indexes, rebuilding keyword, 603
setting up time limits, 78ć80
statistics report, 562 indicators
system statistics reports, 590 editing tag, 280
transactions report, 563ć564 editing the default, 653ć654
troubleshooting, 177ć178
viewing patron information, 130ć133 Information page, in WebCollection Plus, 453

hours setup, 85 installing FSC products. See Follett Data Exchange
Guide; InstallationGuide; WebCollection Plus Guide;
hyperlinks Z39.50 Server Guide
See also electronic resources
in OPAC display, 256 interest levels
See also 521 tags; Easy Editor; limiters
I cataloging, 642
displaying in OPAC, 414
import file formats displaying in WebCollection Plus, 451
copy records, 295 limiting searches by in Cataloging, 247ć248
patron pictures, 210 limiting searches by in OPAC, 474ć475
patron records, 205ć208 updating with an autorecon, 389

import options, in Cataloging, 298ć300 interlibrary loans
See also copy status; WebCollection Plus
important messages setting up requests in WebCollection Plus,
adding to patron records, 193 442ć444
viewing in Circulation Desk, 126
inventory
importing See also remote inventory
and adding to Book Cart, 297 checklist, 219ć220
authority records, 313ć314 circulation during, 216
by barcode, 301 copy status and, 217
bibliographic records, 295ć313 data files for Mac OS, 231
by control number, 302ć303 deleting missing copies globally, 336
copies, 295ć313 entering copies one at a time, 225ć226
enhanced records, 301ć302 entering copies with a data file, 233
exception reports from, 314ć316 entering copies with a PHD, 227
Import Options in Cataloging, 298ć300 exception reports for remote, 234
patron pictures, 210ć212 exclusive use and Begin Inventory, 216
patron records, 208ć210 finalizing, 236ć237
previewing an import, 300 full vs. partial, 223
reimporting your records, 302ć303 Inventory List by Call Number, 564ć565
straight import, 297 Inventory List by Title, 565ć566
unknown categories, 52 messages, 225ć227, 234ć236
updated records, 301ć302 overview, 215ć218
using a PHD Dolphin+, 684
planning, 216
using a portable computer, 229ć233
processing a data file, 233

03/05 Index 721

Remote Batch Disk utility, 230 templates, 653
remote batch files, 229
creating remote batch files for DOS, 232 leading articles
reopening last inventory, 237 See also nonfiling characters
resetting missing copies, 237 editing indicators for, 280
saving remote inventory data, 229 foreign language, 58
shelf-checking option, 228 ignoring in search terms, 58
starting an, 223 setup options, 58
statistics in main window, 236
using a Telxon PHD, 671 levels of participation. See participation levels

Inventory (module) Lexile measures
Begin Inventory process, 223ć224 See also 521 tags; reports; searching
password, 41 searching in Cataloging, 249
statistics in main window, 224 searching in OPAC, 465

Inventory List by Call Number, 564ć565 Lexile Report, 524

Inventory List by Title, 565ć566 library calendars, 85ć87

ISBNs library cards, printing, 578ć581
See also MARC Editor Help
configuring scanners for, 707ć710 library hours, setting up, 85
scanning in Cataloging, 253
Library Information page, in WebCollection Plus,
K 452

keypad instructions library setup. See setting up
PHD Dolphin+, 680
Telxon PHDs, 664 limiters
See also 521 tags
keywords setting up in OPAC, 414ć416
creating as bibliographic records are saved, 56 using in Cataloging, 247ć248
if not found in OPAC search, 468 using in OPAC, 474ć475
if not found in WebCollection Plus search, 455
including in a backup, 616 limiting access
Power searching in OPAC, 463 to Cataloging, 244ć247
rebuilding, 603 to Circulation Desk, 118ć120
searching by, 463ć464 in OPAC, 408ć410
updating in Cataloging, 351
WebCollection Plus search setup, 446 limiting checkouts. See block conditions

L links
setting up in OPAC, 410ć411
label stock setting up in Visual OPAC, 425
copy barcodes, 519 setting up in WebCollection Plus, 450, 453
patron barcode labels, 575 using in OPAC, 478
patron cards, 580
spine/pocket, 528ć531 lists. See reports
The Bar Tender, 701
loan periods, discussed, 45ć47
Leader tags
authority, 287 location fields in patron records, 72
bibliographic, 274
logging in
in OPAC, 476
in WebCollection Plus, 447

login rights. See InstallationGuide

lost copies, 163ć165
See also missing copies
checking in, 155ć156
deleting globally, 336
replacement-cost limits on fines for, 82

722 Index 03/05

M printing in, 259

main entries. See bibliographic records marked inventory status, 217

maintenance material type icons, changing, 274
See also utilities
backing up your database, 613ć620 material types
Telxon PHDs, 676ć678 See also limiters
icons for eBooks, 471
maintenance utilities. See utilities limiting searches by in Cataloging, 247ć248
limiting searches by in OPAC, 474ć475
MARC 21 records. See authority records;
bibliographic records media center. See setting up

MARC databases. See databases members
See also Follett Data Exchange Guide; union
MARC Editor catalogs; WebCollection Plus for Union
See also authority records; bibliographic assigning copies to on import, 301ć303
records; tags getting records from the union database, 253
adding bibliographic records, 270 limiting reports, 498
and Alliance Plus autorecon, 271 limiting searches, 248
authority fixed-length tags, 287ć288 limiting searches by, 414ć416, 474ć475
creating authority records, 285ć286 setting up site information, 35ć36
customizing a template, 651
duplicating authority records, 284ć290 members (union catalog)
duplicating bibliographic records, 269ć272 adding records to the union, 112
editing authority records, 284ć290 adding, to the union, 101ć112
editing bibliographic records, 269ć272 deleting, 112
fixed-length tags, 274 filtering rules, 94
overview, 271 participation levels, 93
printing proof sheets, 283 reloading DX members, 112
replicating bibliographic records, 269 updating DX connections, 112
saving authority records, 290
saving bibliographic records, 283 memory capacity
selecting a template, 270 PHD Dolphin+, 681
selecting the default editor, 57 Telxon PHDs, 666
tags recognized by Cataloging, 635ć640
merging copies, 357
MARC Magician
and the Book Cart, 354ć355 messages. See important messages;
launching from Cataloging, 243 troubleshooting
toolbar button, 243
missing copies
MARC Organization Code checking in, 155ć156
in 852 tag, 295 deleting globally, 336
and importing to union catalogs, 301ć303 marking as lost, 163ć165
obtaining, 36 outside of inventory, 238
setting up, 35 resetting to unmarked, 237

MARC proof sheet display, 255 missing inventory status, 217
resetting copies to unmarked, 237
MARC records. See authority records;
bibliographic records MOC. See MARC Organization Code

MARC tags. See tags module rights. See InstallationGuide

MARC utilities. See utilities monthly statistics. See circulation statistics report;
collection statistics report; statistics; system
MARC View Window circulation statistics report
in Cataloging, 255
multiple locations. See OPAC

03/05 Index 723

My Info OPAC
in OPAC, 477 See also WebCollection Plus
in WebCollection Plus, 447 Boolean operators, 464ć467
setting up, 74 copying setup to other search stations, 431
creating Visual OPAC button sets, 426
N deleting Visual OPAC buttons, 429
description of text OPAC, 406
name lists, patron, 581ć583 description of visual OPAC, 406
navigation, in Visual OPAC, 483 electronic resources in, 470ć474
network rights. See InstallationGuide enabling hyperlinks, 408ć410, 417
networks. See InstallationGuide Follett eBooks, 471
NiCd rechargeable batteries, 676ć678 importing default Visual button sets, 418
non-circulating copies, 143ć144 importing Visual button sets into
non-circulating eBook circulation type, 46 WebCollection Plus, 449
nonfiling characters limiting access in, 408
linking to outside applications, 410ć412
editing indicators for, 280 logging into, 476
setup options, 58 naming Visual OPAC buttons, 422ć423
not. See Boolean operators Patron Empowerment in, 476
notes Patron Empowerment setup, 74
circulation, on copies, 292 printing in text OPAC, 474
copy, 292 printing in visual OPAC, 485, 487, 488
event, 44 record view in text OPAC, 467ć474
fine, 160 record view in visual OPAC, 486ć487
patron record, 193 repeating searches, 476
notices searching in text, 462
See also reports selecting an interface, 407
customizing, 82ć84 setting display options, 414ć416
for overdue copies, 567ć571 setting limiter options, 414ć416
ready hold, 559ć561 setting search options, 412ć416
salutations for patron types, 71 setting the Visual OPAC button action,
Novell NetWare. See InstallationGuide 424ć428
Novell networks. See InstallationGuide setting up General tab controls, 406ć412
setting up links, 410
O setting up multiple search stations, 431
setting up passwords, 411
ODBC Driver. See InstallationGuide; ODBC Driver setting up Text OPAC tab controls, 412ć416
Guide setting up Visual tab controls, 417ć420
on-demand data sharing, in Cataloging, 253 accessing Setup, 405
One Search, in OPAC, 467 stop words, 463
One Search TitlePeek in, 473
toolbar options, 413ć416
in Cataloging, 251 using links, 478
toolbar button, 243 viewing events, 480
Online Public Access Catalog. See OPAC; Visual OPAC button image specifications, 423
WebCollection Plus Visual OPAC button images, 423ć424
Visual OPAC button sets, default, 418ć419
Visual OPAC buttons, adding, 420ć430
Visual OPAC buttons, editing , 420ć430
Visual OPAC navigation, 483
Visual OPAC toolbar, 481
Visual Type-in Search, 484
visual vs. text interface, 406
wildcards in searching, 463

724 Index 03/05

OPAC display mode in Cataloging, 255 patron pictures
See also patron records
or. See Boolean operators adding, 193ć194
import file formats for, 210ć212
OTH call number prefix, 48 importing, 210ć212
importing exception report, 212
overdue copies importing from Herff Jones, 211
checking in, 153ć154 importing from Lifetouch, 211
fines on, 160ć161 picture folder for import, 210
printing notices for, 567ć571 supported formats, 194
viewing in Circulation Desk, 122
Overdue List, 572
patron records
Overdue/Bill Notices, 567ć571 See also patron pictures
customizing, 82ć84 adding in Circulation Desk, 129
adding in Patron Maintenance, 191ć194
overriding block conditions, 129 addresses, 192
Circulation Desk view, 130ć133
P clearing a field in, 198
converting. See Patron Conversion Utility Guide
partial inventory, 223 creating during checkout, 140ć141
See also inventory creating reports with extracted data, 593ć594
deleting globally, 201ć202
participation levels deleting individual, 194ć196
changing, 112 deleting records by graduation year, 201ć202
setting up, 93 deleting with a PHD, 202ć203
editing in Circulation Desk, 129
passwords editing in Patron Maintenance, 191ć194
default, for modules, 41 exporting, 213ć214
Follett eBooks, 451 exporting to The Bar Tender, 213
for OPAC, 411 fines, 157ć159
for patron login, 74 global processing, 197ć198
setting up, 40ć41 import error checking, 208
for WebCollection Plus setup, 434 import file format for, 205ć208
important messages in, 193
Patron Barcode Labels, 573 important messages in Circulation Desk, 126
test print, 575 importing, 208ć210
importing errors, 209
Patron Barcode List, 576 as input data file for The Bar Tender, 213
location fields, 72
Patron Cards, 578ć581 notes in, 193
Patron Empowerment setup, 74
Patron Conversion. See Patron Conversion Utility patron pictures, 193ć194
Guide printing barcode labels, 573
printing information in Circulation Desk, 132
Patron Empowerment printing library cards, 578ć581
setting up, 74 printing statistics in Circulation Desk, 133
using in OPAC, 476ć478 scanning barcodes with a Telxon PHD, 671
in WebCollection Plus, 441, 447 searching for, 188ć190
searching for in Circulation Desk, 123ć125
patron history setting up required fields, 73
extracting data, 593 setting up user-defined field names, 72ć74
removing, 609 updating individually, 198ć199
updating with a PHD, 199ć201
patron information Used/Unused Patron Barcodes Report,
viewing in Circulation Desk, 130 587ć588
viewing in OPAC, 477ć478
viewing in WebCollection Plus, 447

Patron Maintenance, password, 41

Patron Name List, 581ć583

03/05 Index 725

user fields, 72 important keys, 690
viewing patron info in Circulation Desk, loading the application, 691
130ć133 loading the application the first time, 679
viewing statistics in Circulation Desk, 133 main menu, 691
memory capacity, 681
patron searches quick reference guide, 690ć700
in Circulation Desk, 123ć125 rebooting, 687
in Patron Maintenance, 188ć190 remote circulation with, 699
removing categories with, 697
patron statistics, removing, 609 creating reports with, 693
reviewing your scans, 686
Patron Statistics Report, 583ć584 scan counts in, 686, 700
scanning copy barcodes, 685ć686
patron types scanning in inventory, 684
defined, 69ć71 scanning patron barcodes, 684ć685
setting up circulation policies, 76ć78 supported barcodes, 681
setting up default, 72ć74 troubleshooting, 687
statistics report, 583
PHD Laser+. See PHD; Telxon PHDs
patrons. See patron records
PHD messages
paying fines (black squares), 675
See also fines 56>, 57>, 62>, 65>, 66>, 68>, or 69>, 675
fine balance, 159 C:\>, 687
individual fines, 160 Cannot Connect, 674
printing receipts, 158 Cannot Login, 674
DOS0011: Invalid Format, 688
penalties. See fines Error Opening Xaction File, 674
Invalid Entry, 674
PHD Lost DSR, 675
See also PHD Dolphin+; remote circulation; Low Battery, 675
Telxon PHDs Memory Full, 675
barcode requirements for, 38 Processing Group III?, 674
changing port and speed, 43 Ready to Update?, 663
deleting patron records with, 202ć203 Select Printout Type Group I, 674
inventorying your collection, 227ć229 Setup Group IV, 674
loading the application, 42ć43 Timeout, 687
remote circulation, 179ć186 What Sequence Group II, 674
reports with, 500
splitting a collection with, 324ć326 PHD+. See PHD; Telxon PHDs
updating copies, 344ć349
updating patron records, 199ć201 PHD+ II. See PHD; Telxon PHDs

PHD Dolphin+, 679ć700 phone numbers
See also PHD; PHD messages Follett Software Company, 29
batteries, 679 Technical Support, 30
charging, 679
checking your symbologies, 681 phonetic symbols. See diacritics
collecting remote circulations, 682
DCOMM.INI file, 689 pictures. See OPAC, Visual OPAC button image;
deleting copies with, 698 patron pictures
display symbols, 680
editing copy records with, 696 pocket labels, 528ć531
editing patron records with, 694
entering scans into inventory, 692 port, changing for a PHD, 43
erasing scans in, 687, 700
exporting MARC records with, 695 Power searches. See keywords
function keys, 680
HomeBase connection, 679 pre-reserve processing days, setting up, 79ć80

prefixes. See call numbers

726 Index 03/05

printing QuickLinks, in WebCollection Plus, 450
barcode labels with The Bar Tender, 703
copy barcodes, 518 R
date slips, 558
hold notices, 559ć561 R circulation type, 46
overdue notices, 567ć571
patron barcodes, 573 reading barcodes. See scanning
patron information in Circulation Desk, 132
patron library cards, 578ć581 Reading Counts!
proof sheets, 283, 290 See also 526 tags; searching
with Receipt Printer in Circulation Desk, cataloging instructions, 643
120ć121 searching in Cataloging, 250
reports, 499ć502 searching in OPAC, 466
setting up in OPAC, 408
spine/pocket labels, 528ć531 reading level, displaying in WebCollection Plus,
system information, 590ć592 451
text OPAC options, 474
with Transaction Tracker in Circulation Desk, reading levels
120ć121 See also 521 tags; 526 tags; limiters
Visual OPAC options, 485, 487, 488 cataloging, 642
displaying in OPAC, 414
privileges. See InstallationGuide limiting searches by in Cataloging, 247ć248
limiting searches by in OPAC, 474
problems. See troubleshooting updating with an autorecon, 389

Process Misses Reading Program - Accelerated Reader Report,
See also Alliance Plus (module); autorecon 525ć526
discussed, 397
limitations, 397 Reading Program Recon, 393
options for processing records, 397
options for updating bibliographic records, reading programs
401ć403 See also 526 tags
restarting, 399 cataloging for, 643
running, 398ć404 deleting tags globally, 340
searching Alliance Plus, 400ć401 in the Easy Editor, 263ć264
starting, 398 enhancing library records with information,
updating bibliographic records, 388ć389 393

program items. See shortcuts Ready Hold Notices, 559ć561

prohibiting circulation. See block conditions rebooting
PHD Dolphin+, 687
pronunciation symbols. See diacritics Telxon PHDs, 675

proof sheets, 283, 290 Rebuild Database utility, 607ć608

proxy configuration Rebuild File Indexes utility, 605ć606
for Alliance Plus Online in Cataloging, 59
for TitlePeek in Cataloging, 59 Rebuild Keywords utility, 603
for TitlePeek in OPAC, 407
Rebuild MARC Headings utility, 604ć605
PTC-600/PTC-620. See Telxon PHDs
Receipt Printer, setting up, 120
publishing years. See limiters
records. See authority records; bibliographic
Q records; copies; patron records

question marks. See wildcards refunds, 163
See also fines
automatic refund generation option, 81ć82
printing receipts for, 163

registered products, viewing, 611

03/05 Index 727

Reload File utility, 608ć609 customizing copy lists by call number, 51
Date Slips, 558
remote circulation, 179ć186 Extract Data, 593ć598
See also PHD; PHD Dolphin+; Telxon PHDs generating, 493ć502
before recording transactions, 180 Headings without Authorities, 521
checking in copies with holds, 183ć186 Hold Statistics, 562
exception report, 183ć186 Hold Transactions Report, 563ć564
gathering data with a PHD Dolphin+, 682ć683 Inventory List by Call Number, 564ć565
gathering data with a Telxon PHD, 669ć671 Inventory List by Title, 565
processing collected transactions, 180ć186 Lexile, 524
reshelving non-checked out items, 181 Overdue List, 572
troubleshooting, 186 Overdue/Bill Notices, 567ć571
using a PHD Dolphin+, 699 Patron Barcode List, 576
Patron Cards, 578ć581
remote inventory Patron Name List, 581ć583
See also inventory; PHD; PHD Dolphin+; Patron Statistics, 583ć584
Telxon PHDs pick list for reserves, 563ć564
data files for Mac OS, 231 printing, 499ć502
exception reports for remote, 234 Reading Program - Accelerated Reader, 525
using a portable computer, 229ć233 Shelf Checking Report, 585ć586
processing a data file, 233 Shelf List, 527
Remote Batch Disk utility, 230 system, 589ć592
remote batch files, 229 System Circulation Statistics, 590
creating remote batch files for DOS, 232 System Information, 590
saving remote inventory data, 229 Title List, 531ć534
using a PHD, 227ć229 Titles Added/Updated, 535ć536
Titles by Category, 536ć537
renewals, 149ć152 Titles With Duplicate Standard Numbers,
error messages, 152 537ć538
setting a special due date, 145ć146 Titles Without Copies, 539ć540
Titles Without Standard Numbers, 540ć541
replacement-cost limits, 82 Used/Unused Copy Barcodes, 541ć542
Used/Unused Patron Barcodes Report,
replacing bibliographic records, in Alliance Plus, 587ć588
388ć389 Weeding log, 350

reports Reports (module)
See also exception reports cataloging reports, 503ć542
analyzing your collection, 329ć330 circulation reports, 543ć588
barcode list building, 496 password, 41
Bibliography, 506ć507 selecting the report date, 498
Brief Records, 507ć508 setting up options, 493ć498
Category Statistics, 545ć546 starting the application, 491ć492
Checkouts/Fines Transactions, 546ć548
Circulation Statistics, 548ć551 reserves
Code Table List, 508ć509 See also holds
Collection Age by Call Number, 551ć552 checking in copies with, 154
Collection Age by Subject, 553 circulating in the interim, 169
Collection Statistics, 554ć555 daily processing report, 174ć176
Collection Value, 556ć557 deleting, 170ć171
Copies Added, 510 discussed, 168ć169
Copies by Funding Source/Vendor, 511 effect on circulation, 169
Copies with Different Call Numbers, 515 making ready, 168
Copies with Other Call Numbers, 516 pick list, 563ć564
Copies without Call Numbers, 517 placing in Circulation Desk, 170ć171
Copy List by Circulation Type Report, 520
Copy List by Status, 557ć558

728 Index 03/05

placing in OPAC, 478 all database sources, 252
placing in WebCollection Plus, 447 Alliance Plus by standard number, 400
setting up, 79ć80 Alliance Plus by title, 401
transactions report, 563ć564 Alliance Plus databases, 251ć253
troubleshooting, 177ć178 for authority records, 246ć251
for bibliographic records, 123ć125, 246ć251
resetting, search stations. See inactivity timeouts using Boolean operators, 464
creating cross-references as authority records
reshelving items, 154 are saved, 56
alert sounds, 154 creating keywords as bibliographic records
in remote circulation, 181 saved, 56
customizing copy lists by call number, 51
resource sharing. See exporting; importing data source options in Cataloging, 251ć253
Lexile measures, 249
restarting Lexile measures in OPAC, 465
autorecon, 391 limiters in, 247ć248
Process Misses, 399 One Search in Cataloging, 251
One Search OPAC, 467
restoring access OPAC options for, 412ć416
to Cataloging, 244 patron record search methods, 188ć190
to Circulation Desk, 118ć120 for patron records, 123ć125, 188ć190
Power, in OPAC , 463
restoring from backup Reading Counts! titles, 250
See also backup Reading Counts! titles in OPAC, 466
requirements for third-party software, 620 repeating a search, 476
using Backup and Restore, 617ć618 resetting search stations, 480, 488
by scanning ISBN, 247, 253
restrictions. See block conditions Selected Database Sources, 251ć253
tags searched, table of, 645
review sources in text OPAC, 462ć467
displaying in WebCollection Plus, 451 in Visual OPAC, 481ć488
updating with an autorecon, 389 and wildcards, 463

rights. See InstallationGuide security
See also passwords
S limiting access to Cataloging, 244ć246
limiting access to Circulation Desk, 118ć120
salutation for notices, 71
Selected database sources, in Cataloging, 251ć253
scanner, deleting copies with, 343
servers. See database servers; Follett Data Exchange
scanning ISBN barcodes, 707ć710 Guide; Installation Guide
when searching, 253
setting up
search history Acquisitions defaults, 66
text OPAC, 476 The Bar Tender, 701ć703
Visual OPAC, 483 barcode symbologies, 37ć40, 657
borrowing limits, 76ć78
search limiters. See limiters brief MARC record tag range, 54ć55
calendar, 85ć87
search results call number locations, 47ć48
using, in Cataloging, 254 call number prefixes, 48ć51
using, in OPAC, 467ć474 call number sort order, 51
using, in Visual OPAC, 485 Cataloging toolbar, 242ć246
categories, 52ć54
search station setup. See Installation Guide ceiling dates, 77
country, 36ć37
searching
See also OPAC
and 490 tags, 56
Accelerated Reader titles, 248, 465

03/05 Index 729

cross-reference generation, automatic, 56 shelf-checking option, in inventory, 228
data exchange rules, 108
database sources in Cataloging, 251 site setup. See setting up
date and time, 88
default Cataloging editor, 57 sounds
default patron type, 72ć74 adding new sounds, 90
due dates, 76 alerts while checking in, 154
events, 43ć44 barcode scanning, 127
Find Headings default list, 57 Circulation Desk, 126ć127
fine limits for patron types, 77 setting up for Circulation Desk, 88
fines calculation option, 81ć82
fixed due dates, 77 special characters. See diacritics
Follett customer number, 35ć36
General OPAC tab, 406 special due dates, 145ć146
groups, 101
holds limits for patron types, 77 spine labels, 528ć531
holds time limits, 78ć80
inactivity timeouts for Circulation Desk, 88 spine/pocket labels
keyword generation, automatic, 56 offsets, 529
leading articles in search terms, 58 vendor data, 529
library hours, 85
library identification, 35ć36 splitting a collection, 324ć326
library statistical year information, 36ć37
loan periods, 76ć78 standard numbers, searching Alliance Plus during
location fields, 72 Process Misses, 400
MARC Organization Code, 35
multiple search stations, 431 State Standards, setting up for WebCollection Plus,
OPAC, 405ć432 445
passwords, 40ć41
Patron Empowerment, 74 statistics
patron fields, required, 72 Category Statistics Report, 545ć546
patron passwords, 74 Circulation Statistics Report, 548ć551
patron record user-defined fields, 72ć74 Collection Age by Call Number Report,
patrons, 69ć71 551ć552
PHD, 42 Collection Age by Subject Report, 553
pre-reserve processing days, 79ć80 Collection Statistics Report, 554ć555
printing in OPAC, 408ć410 Collection Value Report, 556ć557
report options, 493ć498 Hold Statistics Report, 562
reserves, 79ć80 Patron Statistics Report, 583ć584
site address format, 36ć37 printing patron circulation statistics, 133
site identification, 35ć36 system circulation statistics, 590
sounds for Circulation Desk, 88 viewing copy, in Circulation Desk, 135
starting the application, 33 viewing patron, in Circulation Desk, 130ć133
State Standards, 445 viewing title, in Circulation Desk, 135
Text OPAC tab, 412ć416
union catalog, 91ć114 status. See copy status
user fields, 72
Visual OPAC tab, 417ć420 stop words, 463
WebCollection Plus, 436ć459
WebCollection Plus for student records. See patron records
keyword/power/browse, 446
sub locations
Shelf Checking Report, 585ć586 adding to copies in Cataloging, 292
adding to copies on import, 298ć300
Shelf List, 527 updating copies globally, 332

subfields
See also bibliographic records; tags
'w' in authority records, 289ć290
deleting, 281
diacritics in, 282
entering information, 281ć283
inserting, 280ć283

730 Index 03/05

subject headings, deleting globally, 338 variable-length tags (010-9XX), 279ć283

symbologies. See barcodes Technical Support, contacting, 30

symbols. See diacritics Telxon PHDs, 661ć678
See also PHD; PHD messages
System Circulation Statistics Report, 590 backup batteries, 677ć678
batteries, 676ć678
System Information Report, 590ć592 battery requirements, 661
charging batteries, 676
System Setup. See setting up cleaning, 676
collecting inventory, copy, or patron data,
T 671ć672
collecting remote circulations, 669ć671
tags connecting, 663
See also authority records; bibliographic differences between PHD+, PHD+ II, and
records PHD Laser+, 661ć662
000 (Leader), 274 downloading the application, 663ć664
006, 277 erasing scans in, 672
007, 278 error messages, 674
008, 278 functions, 666
521, 642 key commands, 667ć668
526, 643 keypad instructions, 664ć669
for Accelerated Reader program, 643 low battery warnings, 669
adding to a template, 654 main menu, 665
authority fixed-length, 287ć288 maintenance, 676ć678
authority, table of, 647ć650 memory full message, 667
bibliographic, table of, 635ć640 rebooting, 675ć676
brief record range, 54ć55 recycling batteries, 678
deleting, 272ć273 reversing the scanner heads, 669
deleting 6xx globally, 338 scan totals, 666
deleting 526, 856, 9xx globally, 340ć341 scanning , 668ć669
diacritics in, 282 sounds, 669
displayed in OPAC, table of, 646 storage, 676
used in Easy Editor, 640ć641 supported barcodes, 662
editing subfields, 280ć283 troubleshooting, 672ć675
editing, in the template, 653 updating the application, 663ć664
electronic resource in Easy Editor, 263
fixed data (008), 278ć279 TEM call number prefix, as used by Circulation
fixed-length, bibliographic, 274 Desk, 141
indexing the 490, 56
indicators in, 280 TEM circulation type, 46
inserting, 272ć273 as used by Circulation Desk, 141
interest level (521), 642
leader (000), 274 templates for MARC records. See authority
material type (006), 277 records; bibliographic records
for material types, 274
physical description (007), 278 Temporary category, as used by Circulation Desk,
for Reading Counts! program, 643ć644 141
reading level (521), 642
reading program (526), 643ć644 temporary records, 141ć143
required by MARC Editor, 283 circulation type, 46
required in authority records, 290 vs. permanent records, 240
searchable, table of, 645
templates, 651ć654 the. See nonfiling characters

tildes. See diacritics

time setup, 88

timeouts. See inactivity timeouts

03/05 Index 731

Title List, 531ć534 in barcodes, 38

title records. See bibliographic records Type-in Search, 484

TitlePeek U
in Cataloging, 256
disabling in OPAC, 408 umlauts. See diacritics
in OPAC, 473
proxy configuration, 407 uninstalling FSC products. See InstallationGuide
proxy configuration for Cataloging, 59
setting up, 58 union catalog notes
in WebCollection Plus, 450 Accelerated Reader search, 248
Add Titles to Book Cart, 353
titles. See bibliographic records assigning copies on import, 301ć303
Bibliography Report, 506
Titles Added/Updated Report, 535ć536 category search, 252
Code table list, 509
Titles by Category Report, 536ć537 Copy Barcodes Report, 541
copy information in OPAC, 469
Titles With Duplicate Standard Numbers Report, copy information pane, 256
537ć538 Data Source Setup, 253
Delete Copies via Scanner, 343
Titles Without Copies Report, 539ć540 deleting subject headings by source, 339
deleting titles when last copy is deleted, 57
Titles Without Standard Numbers Report, 540ć541 events in OPAC, 480
Follett eBooks, 472
Titlewave, accessing the website, 243 Global Delete Lost Copies, 337
Global Delete Missing Copies, 337
toolbar options Global Update Copy, 332
Cataloging, 242ć246 importing by barcode, 302
OPAC, 413ć416 Individual Update, 336
Visual OPAC, 481ć482 limitations in Cataloging toolbar setup, 242
WebCollection Plus, 440 limitations on editing MARC records, 242
limiter option in OPAC, 415
toolbars, customizing in OPAC, 413 limiting access in Cataloging, 246
limiting searches by member, 248, 475
Transaction Tracker, setting up, 120ć121 MARC Magician, 355
merging copies, 357
transactions. See circulation; remote circulation MOC requirement for members, 36
Reading Counts! search, 250
troubleshooting searching by barcode, 247
See also exception reports; utilities spine/pocket labels, 528
checking in, 155 System Information Report, 592
checking out, 146ć148 Titles Added/Updated Report, 535
circulation, 136 Titles Without Copies Report, 539
Dolphin PHDs, 687 Titles Without Standard Numbers Report, 541
fines, 166 Visual OPAC, 407
holds, 177
library database errors, 599ć612 union catalogs
patron picture imports, 212 See also Follett Data Exchange Guide; members;
patron record imports, 208, 209 WebCollection Plus for Union
reloading files, 608ć609 adding DX members, 106
remote circulation, 186 adding non-DX members, 102ć106
renewals, 152 adding non-DX members' records, 112
reserves, 177 adding/editing copies, 293
Telxon PHDs, 672ć675
WebCollection Plus, 459ć460
utilities, 599ć612

trustee rights. See InstallationGuide

type identifiers
entering, in Circulation Desk, 123ć126

732 Index 03/05

copying records from, 257 rebuilding library database indexes, 605ć606
deleting members, 112 rebuilding MARC databases, 607ć608
events setup, 98 reindexing keywords, 603
exporting MARC records, 323ć328 reindexing MARC databases, 604ć605
maintenance, 113 Reload File, 606, 608ć609
reloading DX members, 112 when to run, 599
searching, 253
and Selected database sources, 253 Utilities (module)
setting up groups, 101 accessing, 600ć601
setting up members, 101ć112 description of, 599ć600
tags not exchanged, 92 password, 41
union information setup, 95ć101 starting, 600ć601
updating DX members, 112
V
Union Data Exchange Server
creating better bibliographic records, 95 vendors
error logging, 110 adding in Acquisitions, 61
filtering rules, 94 adding to copies in Cataloging, 292
matching rules, 95 adding to copies on import, 298
participation levels, 93 linking to copies, 333ć335
tags not exchanged, 92 report of, 511
updating copies globally, 332ć335
Union Information page, in WebCollection Plus,
452 vertical file materials, cataloging tips, 359ć360

unmarked inventory status, 217 videorecordings, cataloging tips, 360ć361

updating from an earlier version. See Conversion Visual OPAC. See OPAC
Guide
W
URLs, Technical Support, 30
WebCollection Plus
Used/Unused Copy Barcodes Report, 541ć542 See also WebCollection Plus Guide
customizing background graphics, 439
Used/Unused Patron Barcodes Report, 587ć588 Bookbag, 441
and browser settings, 435
user fields in patron records, 72 changing the text and graphics, 438
for patron login password, 74 command for Setup Information page, 434
customizing hold request forms, 444
user rights. See InstallationGuide customizing ILL request forms, 444
customizing optional pages, 452ć454
USMARC Organization Code. See MARC customizing the logo, 439
Organization Code events tab, 452
exiting the service, 433
utilities Follett eBooks, 451
advanced, 606ć610 French, 457
backing up before running, 600 graphics customization, 439
Check Database Integrity, 602 hold request forms, 442ć444
clearing the database, 610 ILL request forms, 442ć444
diagnosing database problems, 602 importing Visual OPAC button sets, 449
Empty Database, 607, 610 inactivity timeouts, 448
enabling/disabling Data Exchange, 610 Information page setup, 453
exception report messages, 611 interest level, displaying, 451
exclusive access of the database, 600 Internet address, 434ć435
interrupted, 600
maintenance, 601ć606
Rebuild Database, 606, 607ć608
Rebuild File Indexes, 602, 605ć606
Rebuild Keywords, 602, 603
Rebuild MARC Headings, 602, 604

03/05 Index 733

keyword/power/browse search setup, 446 WebPath Express
Library Information page, 452 and data exchange (DX), 92
logo customization, 439 deleting bibliographic records, 341ć342
multi-language, 457 deleting bibliographic tags, 340
password for Follett eBooks, 451 enabling hyperlinks, 57
password for Setup Information page, 434 importing authority records, 313ć314
Patron Empowerment in, 447 importing bibliographic records, 297
Patron Empowerment setup, 74
Patron Empowerment toolbar buttons, 441 websites
QuickLinks, 450 cataloging tips, 367ć369
reading level, displaying, 451 link setup in WebCollection Plus, 450, 453
review sources, displaying, 451 setting up links to in Visual OPAC, 425
rights, 433
setting up, 436ć459 weeding a collection
Spanish, 457 analyzing your collection, 329
starting the service, 433 Circulation Statistics Report, 548
State Standards setup, 445 Collection Age by Call Number Report, 551
stopping the service, 433 Collection Age by Subject Report, 553
testing your setup, 455ć456 Collection Statistics Report, 554
TitlePeek in, 450 deleting copies with a PHD, 348
toolbar options, 440 deleting copies with a scanner, 343
troubleshooting, 459ć460 deleting records after export, 322
URL for search page, 434ć435 deleting titles without copies automatically, 57
URL for Setup Information page, 434 Titles Without Copies Report, 539
Visual OPAC setup, 449 Weeding log, 350
Web Links page, 452, 453
Weeding log, 350
WebCollection Plus for Union
See also WebCollection Plus Guide wildcards in searching, 463
Availability button, 447
customizing hold and ILL request forms, 444 Y
entering member URLs, 447
Information page setup, 453 yearly statistics. See circulation statistics report;
member list, 443 collection statistics report; statistics; system
searching by groups, 441 circulation statistics report
setting up, 437
setting up groups, 101 Z
testing member connections, 456
testing member settings, 455 Z39.50 Server. See Z39.50 Server Guide

734 Index 03/05

Enhancement request form

Please complete and send to: Phone: (800) 323-3397
Follett Software Company FAX: (815) 344-8774
Email address:
1391 Corporate Drive [email protected]
McHenry, IL 60050-7041
Attn: Marketing Department

An enhancement may be related to product functionality, a manual, or FSC service.
Please request only one enhancement per form.

Name: Title: Phone #:

Institution (full name): District:

Library Type: - Elementary - Jr. High - High School - Public

- Special

Address: City:

County: State/Province: Zip/Postal Code:

Enhancement Request: Check one and indicate the product, manual, or service name.

- Product - Manual - Service
Describe enhancement:

Have you seen this functionality/service offered by other companies? If so, where?
Explain how this enhancement would help you:

(You may photocopy this page. Please use other side if needed.)

FSC Internal Use:

SNAP Customer#: Module Name: Request Type:
Letter sent:
Submitted by (name and department):

Entered by: Date:





The User's Guide

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40800A

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