ALEPH Version 18 Staff Mode Interface Guide

1. ALEPH Version 18 An overview of the staff mode client interface for Public Services Staff.

2. Getting the GUI • Install the client using L:\install\Install_AlephVer18.cmd • Get your supervisor to ask Systems (via email) for an account for you. • Your logon is your last name • Your password must be changed at first signon.

3. Using Aleph 18 Shortcuts in the Start menu under: Aleph McGill 18 • Acquisitions/Serials • Cataloguing • Circulation (ILL modules are not used)

4. Looking up records by system number in Cataloguing Enter system number here in the upper left hand corner.

5. Looking up records by system number in Acquisitions

6. Looking up by ISBN:using Find

7. Looking up by a subject:using Browse

8. What are we looking at?Bars &Panes Panes Bars

9. Let’s look at: Bars Title Bar Menu Bar Search Input Bars Other Operations Server Status Bar Application Icons Operations Bar

10. Let’s look at:Panes Tabs Mode Root Nodes Navigation Tree Navigation Pane

11. Navigation Panes:Options you can view in Acquisitions

12. Navigation Pane: Options you can view in Cataloging

13. Navigation Pane: Options you can view in Circulation

14. Right-hand PanesBrief List and Full View Brief List Full information re. highlighted record

15. Sorted Index Button

16. Sorted Index View

17. Functional & Overview

18. Overview Mode [Navigation Map]

19. Viewing • Multivolume records & looking at items

20. Viewing items Barcode search box

21. Jump to

22. Include Expanded AUT Data

23. Other features • Panes & Columns can be Re-sized • New Aleph is “Sticky” • Colour tabs

24. Aleph 16 for Public Services Acquisitions

25. Order information in Functional Mode Searching by BIB Sys No. using the Order Bar in the Acquisitions module displays the Order Tab ‘Functional mode’ with the Order Info showing in the Order Display tab in the lower pane. You will have to scroll to see all the information. The example below shows an open order for system number 2133532.

26. Order Information in Overview Mode You can also view the Order Info in the Overview Mode of the Order Tab or the Search Tab. This is very similar to the Nav Map order info in Aleph 14. Note that the order estimated price currency is now showing in the Order Info above the estimated local price.

27. Budget Code encumbered The Budget Code encumbered now shows in the Encumbrance tab only.

28. Claims and vendor replies in Functional Mode Highlight the Claims node in the Order root of the Navigation tree. The history of claims and/or vendor replies shows in the upper pane.

29. Searching for standing orders In the Search tab, select the ‘Find’ search Tab 1. Advanced Search. Select search parameters ‘Titles’ and ‘Format’ as shown below. Enter the series name and the format code for serials in the appropriate fields.

30. Click on the ‘Show’ button to see the brief list in the upper pane and the full record for the first title in the lower pane. In this case, the first entry is the standing order record and you can see that it is an open order because the ‘Copies/Status’ line shows ‘On order’.

31. Overview mode To get more order information, you can select the ‘Overview’ mode and look at the orders as you would have in the Nav Map in Aleph 14.

32. Orders tab in Functional Mode You can also push the record to the Orders tab and look at the ‘Order List’, the ‘Order Info’ or any tabs of the order. Make sure you highlight the correct order number in the order list in the upper pane.