How do I create a category?

1. How do I create a category? • Open the “Copy Categories” tab of Library Search, Media Search, or Textbook Search, in the Catalog. • Next to “Add Copy Category” at the top of the page, enter a unique name of up to 30 characters. • If you want this category available to your patrons, clear the “Restricted” check box. • Click . • The copy category appears in the “Copy Categories” list.

2. In “Library Search,” select “Copy Categories”

3. In “Library Copy Category,” type name and save

4. When adding records from vendor, select the “Update” for the “Assign Copy Information”

5. In the “Assign Copy Information,” select “Assign”

6. Select the Category created for this import. Remember it must be created before importing.

7. How do I make reports for Circulations Statistics for Copy Categories?

8. In “Back Office,” select Reports

9. Click “Collection Statistics – Historical”

10. In the dropdown menu by “Organized By”, select “Copy Category”

11. If you only want to run by specific category, click “Update” by “Copy Categories”. Also, if you want to run the report by specific date, you’ll need to put in the appropriate date range in “Circulations From/to”. You may also choose to “Show” “Summary Only” or “Title & Copy Details”. Click “Run Report”

12. Select “Copy Category” and click “OK”