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Doing My Part

Enterprise Portal Solution (EPS). Latest-generation end-user interface for Unicorn and SymphonThe portal structure allows for the library to integrate:OPAC for your bibliographic catalogueLimit access to licensed databasesIncorporate federated searching, Z39.50 searching and electronic full text

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Doing My Part

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    2. Doing My Part… 10:00 to 10:30 – Enterprise Portal Solution Version 2.2, current release overview Sites to visit Plans for the future 10:45 to Noon – Unicorn GL 3.1 to SirsiDynix Symphony 3.2 Brief history and overview of Unicorn up to GL 3.1 What’s new in the first release of Symphony 3.2 Improved services to end users Enhancements for staff Behind the scenes changes continued growth 1:45 to 2:15 – Web-based Staff Client and PocketCirc Product specific, productivity solutions

    3. Enterprise Portal Solution (EPS) Latest-generation end-user interface for Unicorn and Symphon The portal structure allows for the library to integrate: OPAC for your bibliographic catalogue Limit access to licensed databases Incorporate federated searching, Z39.50 searching and electronic full text resolving into a single search or presentation page Indexing of library’s favourite web destinations Graphical administrative interface to build content in context Library’s website presentation Infrastructure to grow and incorporate more into your library web space

    4. Enterprise Portal Solution (EPS)

    5. Enterprise Portal Solution (EPS)

    6. Enterprise Portal Solution (EPS) Version 2.2 Highlighted Optional Features Federated Searching Open_url Resolver Enterprise Searching (OEM) Datastream Audiobooks - Overdrive Online Booking, Summer Reading Programs & Events Calendar

    7. EPS Sites SirsiDynix Demo page http://roomsdemo.sirsi.com:11080 Columbia County Public Library (FL) http://www.ccpl.sirsi.net/rooms/portal/page/Sirsi_HOME Arcadia University (PA) http://search.arcadia.edu/rooms/portal/page/Sirsi_HOME SchoolRooms – Boston Public Library http://bpl.schoolrooms.net/rooms/portal/page/Sirsi_HOME

    8. Enterprise Portal Solution (EPS) Status Version 2.2 has been in production since June Subrelease 2.2.1 will be released by end of 2007 Incorporation of AJAX to improve the speed of the display of hitlist Version 2.3 is currently in planning stage Emphasis on “consortial/group” capabilities for content

    9. Unicorn GL 3.1 – Have you seen it?

    10. Unicorn GL 3.1 – History and Background Unicorn was first introduced in 1981 and the product has never reached an end of life Originally developed on Unix, with a relational database Standard single upgrade release per year, and one sub-release per year New public interfaces developed New staff interfaces developed New OS/DB environments developed A history of integrating functionality of other ILS’s into product

    11. Unicorn GL 3.1 – Module Functionality Circulation Offline Circulation Inventory Control Catloguing and Authority Maintenance Z39.50 Server and Client Reports User Requests and Information Management Serial Control and Checkin Acquisitions and Fund Accounting EDI 9xx Ordering Selection Lists Outreach Services (Homebound) Academic Reserves

    12. Unicorn GL 3.1 – Module Functionality (2) Materials Booking Collection Exchange Accountability and Clearance Management Collection Agency Interface Telephone Notification System PocketCirc (online/offline handheld devices) Directors Station (Analytical Report and Trend Analysis) SIP2 and NCIP interfaces for certified vendor list

    13. Unicorn GL 3.1 – Take a Look

    14. Symphony 3.2 – Functional Highlights Patron Services Delivery Service (Books-By-Mail) Online Patron Registration Patron Credits Family/Group/Proxy Circulation Language Field in Patron Record Multiple, Active Patron IDs

    15. Symphony 3.2 – Functional Highlights (2) Staff Efficiencies Ordered Holds Fill Updates to Loading Bibliographic Records Selection List and Online Order Suite Improvements EDI PO Call Number Updates Acquisition Fund Use Scoping Acquisition Tax Profiles Acquisition Holding Code Searching Use of CONSER information to create Serial Patterns Materials Booking is available in the Java Client Web Client (More on this later)

    16. Symphony 3.2 – Functional Highlights Delivery Service (Books-By-Mail) Serve your customers where they are! Allows staff or end users to specify that they want items delivered to them at home or office. Can be controlled by many parameters such as library, item type and patron type. Includes cost recovery options for if you need to charge to cover expenses Bonus feature: patron labels can be used to print patron library cards Available with EPS version supporting Symphony 3.2

    17. iLink/iBistro/web interface. Note deivery method, etc.iLink/iBistro/web interface. Note deivery method, etc.

    18. Option to charge if necessaryOption to charge if necessary

    19. Tracking number available for staff and public access.Tracking number available for staff and public access.

    20. Details on tracking from patron record.Details on tracking from patron record.

    21. Sample patron label—these are used to ship materials (or specify campus delivery location) and also used to produce return mailing labels. The labels work very similarly to the spine/book label wizards and you can even include patron photo if available, meaning you could do things like print patron barcodes with this.Sample patron label—these are used to ship materials (or specify campus delivery location) and also used to produce return mailing labels. The labels work very similarly to the spine/book label wizards and you can even include patron photo if available, meaning you could do things like print patron barcodes with this.

    22. Patron photo—yes, that would be Berit in 1995. Unfortunately, the patron label wizard will NOT make you look the way you did 12 years ago.Patron photo—yes, that would be Berit in 1995. Unfortunately, the patron label wizard will NOT make you look the way you did 12 years ago.

    23. Sample packing slip. Sample packing slip.

    24. Symphony 3.2 – Functional Highlights Online Patron Registration Makes it easy to allow new customers to register for services and start using the library immediately. Customers can design their own forms to capture locally essential information Records may be reviewed first; typical scenario if users ‘auto-registered’ that they have low privileges initially “Word” list may be used to filter inappropriate language SirsiDynix will not supply a default word list ? Planned Availability with EPS version supporting Symphony 3.2

    25. Sample online patron registration screen. The Library can determine what details it actually wants to prompt for.Sample online patron registration screen. The Library can determine what details it actually wants to prompt for.

    26. Symphony 3.2 – Functional Highlights Patron Credits Users can pre-pay fines and fees for library services. On to the slides…

    27. Patron credits provide service to all. Make it easy for an end user to deposit money with the library for various library fees.Patron credits provide service to all. Make it easy for an end user to deposit money with the library for various library fees.

    28. Showing how to pay bills via credit account. It is possible to configure (by library) which bill reasons can be paid by credit account and/or are eligible for autopayment via the credit account.Showing how to pay bills via credit account. It is possible to configure (by library) which bill reasons can be paid by credit account and/or are eligible for autopayment via the credit account.

    29. A manual refund can be provided via the credit account. E.g., if an overdue has been billed and paid and the item is then found and returned, if library policies allow that a refund amount go to the credit account that can be handled via the manual refund.A manual refund can be provided via the credit account. E.g., if an overdue has been billed and paid and the item is then found and returned, if library policies allow that a refund amount go to the credit account that can be handled via the manual refund.

    30. Symphony 3.2 – Functional Highlights Family/Group/Proxy Circulation Associate groups of patrons with each other and allow them to have access to each others’ holds, fines, etc. Define access with granularity to ensure appropriate privacy among group members. Define dependencies for delinquency – for example, a faculty member might not be delinquent due to a “proxy” borrower’s transgressions This capability also provides the option of grouping notices for the group. Just want to combine fines on checkin? Use “group checkin” a GL 3.1 feature

    31. Sample linked patronSample linked patron

    32. Options to see linked borrowersOptions to see linked borrowers

    33. Additional examplesAdditional examples

    34. Searching for groupsSearching for groups

    35. It is easy to see all group members (appropriate details) from the single search or from a given member of the group.It is easy to see all group members (appropriate details) from the single search or from a given member of the group.

    36. Symphony 3.2 – Functional Highlights Language Field in Patron Record A new field in the patron record may be used to record patron preferred language. This field may be used to produce notices in the patron’s preferred language Removes the current need to establish language-specific patron profiles to accomplish language-based notification.

    37. Sample pull down list for languages (list is policy-defined)Sample pull down list for languages (list is policy-defined)

    38. Symphony 3.2 – Functional Highlights Multiple, Active Patron IDs For consortial situations in which the patron has a different ID at different institutions but otherwise shares patron record. Any active ID may be used to call up patron record. Patron may also have multiple inactive IDs; inactive IDs will result in warning message.

    39. Symphony 3.2 – Functional Highlights Ordered Hold Fill Completely control the order in which holds are filled from individual libraries or groups of libraries. Particularly appealing for consortia or libraries whose service locations cover a wide geographical range who want to keep down transit costs while maximizing the rate at which holds are filled. Requires use of Demand Management. Another new option in Symphony 3.2 will allow System Range holds to be changed to group or library if suitable copies exist and hold is placed from OPAC (note that sites using Traditional Holds should begin thinking about moving to demand management.(note that sites using Traditional Holds should begin thinking about moving to demand management.

    40. Prioritizing by pickup library: Holds ordered fills allow you to customize your hold fills even further by political region, delivery routes/geography, etc. In addition, a new “random fill” option can be used to ensure that we don’t pull items from the same library first every time.Prioritizing by pickup library: Holds ordered fills allow you to customize your hold fills even further by political region, delivery routes/geography, etc. In addition, a new “random fill” option can be used to ensure that we don’t pull items from the same library first every time.

    41. Symphony 3.2 – Functional Highlights Updates to Loading Bibliographic Records Utilities allowing load of bibliographic records (including bibload, 9xx suite, SmartPort, etc) have been updated to support multiple match points on numeric fields Option to use CatKey for explicit matching Ability to create holdings information during a single load even if holdings data is included in different MARC fields in the records in a given record load. Delete handling options and subject field processing options also updated.

    42. Symphony 3.2 – Functional Highlights Selection List and (9xx) Online Order Suite Updated to accommodate selection or order load files that include different accounts in the same file. Improves efficiency by removing need for multiple loads Addresses increasingly typical scenario in which Vendors require different accounts for different material types Also accommodates library use of different accounts for greater granularity in accounting practices “Bibload” improved matching updates also available

    43. Load Bibs with Order (aka 9xx ordering) includes new and improved ‘bibload’ matching options as do all of the bibload programs.Load Bibs with Order (aka 9xx ordering) includes new and improved ‘bibload’ matching options as do all of the bibload programs.

    44. Symphony 3.2 – Functional Highlights EDI PO Call Number Updates Allows new option to define bibliographic call number hierarchy in outgoing x.12 order. Previous option could only send “call number” record Improves options for sites who have vendors perform most processing prior to shipment

    45. New Options for x.12 ordering allow more flexibility in defining call number and/or holding code information to be sent in x.12 order so that vendors who perform processing such as provision of spine/book labels have the details they need.New Options for x.12 ordering allow more flexibility in defining call number and/or holding code information to be sent in x.12 order so that vendors who perform processing such as provision of spine/book labels have the details they need.

    46. Symphony 3.2 – Functional Highlights Acquisition Fund Use Scoping Unicorn has long accommodated security levels on funds that control which operators could view, encumber or authorize expenditures on funds. In Symphony, additional security is available so that it is possible that given operators may be privileged to perform some or all functions on funds, but use of funds may be limited to orders for individual libraries or groups of libraries. In a centralized ordering situation, this ensures that the correct funds are used for ordering/invoicing of materials for designated libraries.

    48. Symphony 3.2 – Functional Highlights Acquisition Tax Profiles Tax policies may be established Taxes may be calculated automatically or manually entered and charged to appropriate funds on invoicing.

    49. As we’ve discussed, one of life’s two inevitabilities is taxes. We’ve updated Acq. to accommodate tax structures. In fact, Acq. updates continue to be a major focus for both functionality and efficiency updates –don’t miss this session!As we’ve discussed, one of life’s two inevitabilities is taxes. We’ve updated Acq. to accommodate tax structures. In fact, Acq. updates continue to be a major focus for both functionality and efficiency updates –don’t miss this session!

    50. Symphony 3.2 – Functional Highlights Acquisition Holding Codes Searching Holding code search helper useful for libraries with hundreds of holding codes

    51. New option to search for holding codes—great if you have hundredsNew option to search for holding codes—great if you have hundreds

    52. Symphony 3.2 – Functional Highlights Use of CONSER Information for Serials Use of CONSER information to create Serial Patterns Pattern suggestion capabilities have been updated to allow use of CONSER data embedded in bibliographic records to be used to create new patterns

    53. Pattern predictions—option to use CONSER if MARC 891 information available.Pattern predictions—option to use CONSER if MARC 891 information available.

    54. Symphony 3.2 – Functional Highlights Materials Booking in Java The last of the modules for Unicorn is now available in the Java client in Symphony

    55. Sample booking screenSample booking screen

    56. Sample booking screenSample booking screen

    57. Symphony 3.2 – Functional Highlights Web Reporter optional with Symphony: Web-based ad hoc query tool that allows you to develop detailed reports against your data or to take advantage of “pixel perfect” output if you want to customize your notices or other forms. Optional Purchase. Requires embedded or full Oracle First release will focus on tools allowing sites to generate ad hoc reports; not attempting to reproduce Symphony standard reports in Web Reporter Training and consulting services will be available Will go to beta late in Symphony beta cycle

    58. Symphony 3.2 – Functional Highlights Microsoft Vista Supported Vista complicates security needs on install further For this and other reasons, we plan to offer a new install option for WorkFlows at or slightly after Symphony 3.2 release: support for Install Shield “silent install” which will allow sites who wish to “push” initial or upgrade installations via other technologies than those supplied by SirsiDynix Once Mac OSX: Leopard is released, we will probably provide a compliant Symphony 3.2 build

    59. Symphony 3.2 – Functional Highlights Web Clients Basic Circulation and Cataloguing capabilities; geared toward K12 Unicorn sites already asking for other “WorkFlows” functionality No need to load software on each staff workstation—server lives on Unicorn server or on separate server depending on scaling needs. Early Fall release expected Plans for incremental updates to meet needs of non-K12 sites who want simplified interfaces for circulation, cataloguing, and possibly other modules

    60. Sample menu and circ. screenSample menu and circ. screen

    61. More circ—straightforward, easy to trainMore circ—straightforward, easy to train

    62. Basic cataloging features.Basic cataloging features.

    63. More cataloging in web clientMore cataloging in web client

    65. PocketCirc Why PocketCirc? Would you like to help clear up long lines at the check out counter? Would you like to be able to register patrons at remote locations? Is the population you serve growing? Would you like to replace your trackers and offer new services? Would you like to check on materials while in the stacks?

    66. PocketCirc What is PocketCirc? Staff will be able to work with items & users: Charge Items, Discharge Items, Renew Items, Renew Reserves Mark Item Used and Inventory functions When online, you can modify and/or create users When offline, you can create users Offers Context Sensitive Help

    67. PocketCirc From the initial screen you can select to login to client, setup, or exit The setup option is used to configure settings for PocketCirc such as mode, policies, etc.

    68. PocketCirc Setup Server: IP address Port number Station name Login timeout PocketCirc Setup Before logging into the PocketCirc client, you will need to access the setup option and configure basic settings. Using the setup options you can configure your connection information. This is the server information for your Unicorn database.PocketCirc Setup Before logging into the PocketCirc client, you will need to access the setup option and configure basic settings. Using the setup options you can configure your connection information. This is the server information for your Unicorn database.

    69. PocketCirc Setup Client: Offline/Online Inventory option Language File path for offline log PocketCirc Setup The client tab is where you configure if the PocketCirc is run in online or offline mode. This is also where you would set the default language and default file path for the offline transaction log file. NOTES ON LANGUAGE FILE: I seem to remember that manual step of copying the language files to different names was the work-around we decided on. -----Original Message----- From: Roy Tune Sent: Tuesday, February 22, 2005 9:10 AM To: Sukmi Ledru; Laurie Porter Cc: Brant Warren Subject: RE: languages in PocketCirc That is true. Installshield admitted that they could reproduce our problem and opened an "issue" but have not fixed it. The directories for the other Languages are there and if I remember correctly the corresponding language file is in there but with another name. Renaming this file may be all that's required. -----Original Message----- From: Sukmi Ledru Sent: Tuesday, February 22, 2005 8:54 AM To: Laurie Porter Cc: Roy Tune; Brant Warren Subject: RE: languages in PocketCirc You need to check with Roy on that. The only reason we can not deliver multiple labels files was because of a bug in Install Shields. PocketCirc Setup The client tab is where you configure if the PocketCirc is run in online or offline mode. This is also where you would set the default language and default file path for the offline transaction log file. NOTES ON LANGUAGE FILE: I seem to remember that manual step of copying the language files to different names was the work-around we decided on. -----Original Message----- From: Roy Tune Sent: Tuesday, February 22, 2005 9:10 AM To: Sukmi Ledru; Laurie Porter Cc: Brant Warren Subject: RE: languages in PocketCirc That is true. Installshield admitted that they could reproduce our problem and opened an "issue" but have not fixed it. The directories for the other Languages are there and if I remember correctly the corresponding language file is in there but with another name. Renaming this file may be all that's required. -----Original Message----- From: Sukmi Ledru Sent: Tuesday, February 22, 2005 8:54 AM To: Laurie Porter Cc: Roy Tune; Brant Warren Subject: RE: languages in PocketCirc You need to check with Roy on that. The only reason we can not deliver multiple labels files was because of a bug in Install Shields.

    70. PocketCirc Setup Policies: Create policy lists PocketCirc setup The policy tab allows you to create policy lists that are used within the PocketCirc client. The creation of policy lists allows you to simplify data entry for specific functions. For example, you can create a list of user ID’s that will display at login to simplify the login process. Or you can create a list of titles that would display in a drop down list for the title field when adding a user record. PocketCirc setup The policy tab allows you to create policy lists that are used within the PocketCirc client. The creation of policy lists allows you to simplify data entry for specific functions. For example, you can create a list of user ID’s that will display at login to simplify the login process. Or you can create a list of titles that would display in a drop down list for the title field when adding a user record.

    71. PocketCirc Setup Delinq: Download user delinquency information for offline use PocketCirc setup The ‘Update user delinquency status’ option on the delinq tab allows you to determine if the delinq file & dumpdate file is downloaded each time the PocketCirc client connects. The delinq file is used when the client is run in offline mode to alert the operator if a user is delinquent, blocked or barred. The ‘Use user delinquent list file’ option determines if the delinq file is checked when the client is run in offline mode. The delinq tab also contains information regarding how old the current delinq file is. When delinq file is created a dumpdate file is also created with date information. THe dumpdate file is downloaded with the delinq file to the PocketCirc client and alerts the operator to the age of the delinq file being used.PocketCirc setup The ‘Update user delinquency status’ option on the delinq tab allows you to determine if the delinq file & dumpdate file is downloaded each time the PocketCirc client connects. The delinq file is used when the client is run in offline mode to alert the operator if a user is delinquent, blocked or barred. The ‘Use user delinquent list file’ option determines if the delinq file is checked when the client is run in offline mode. The delinq tab also contains information regarding how old the current delinq file is. When delinq file is created a dumpdate file is also created with date information. THe dumpdate file is downloaded with the delinq file to the PocketCirc client and alerts the operator to the age of the delinq file being used.

    72. PocketCirc Setup Barcode: Work with barcode policies in offline mode (add, modify, and delete) PocketCirc setup This allows you to configure & work with the barcode policies when running the client in Offline mode.PocketCirc setup This allows you to configure & work with the barcode policies when running the client in Offline mode.

    73. PocketCirc Items From the Items tab you can select Charge, Discharge, Renew, Mark Item Used, Inventory, or Check Item Status functions PocketCirc Login & Items Once you have configured the PocketCirc client with desired settings, you can login. After the client has logged in the above screen displays. From this screen you can select to work with items, users or perform miscellaneous functions. The item tab provides you with the basic circulation functions such as charge, discharge, renew, mark item used & inventory item.PocketCirc Login & Items Once you have configured the PocketCirc client with desired settings, you can login. After the client has logged in the above screen displays. From this screen you can select to work with items, users or perform miscellaneous functions. The item tab provides you with the basic circulation functions such as charge, discharge, renew, mark item used & inventory item.

    74. Charge Item When charging items you can set an alternate due date or use the due date set through policies The item ID and due date will display in the charge list PocketCirc charge item The above is an example of the charge screen in PocketCirc client. The main entry point to retrieve a user is user ID. Once the user ID has been entered, the item ID field & due date options will be enabled. When items are charged out, the item ID & due date display in the charge list. To move to the next user, select the next button at the bottom of screen. Or you can use the cancel button to close the charge screen. As you check out items in online mode the PocketCirc client will display alert information about users and about items. PocketCirc charge item The above is an example of the charge screen in PocketCirc client. The main entry point to retrieve a user is user ID. Once the user ID has been entered, the item ID field & due date options will be enabled. When items are charged out, the item ID & due date display in the charge list. To move to the next user, select the next button at the bottom of screen. Or you can use the cancel button to close the charge screen. As you check out items in online mode the PocketCirc client will display alert information about users and about items.

    75. Charge Item When charging items in online mode or in offline mode with an updated user delinquency list, PocketCirc will display status alert information for users who are blocked or delinquent For example, when charging items in online mode the above screen will display if the user has alerts. If the user is blocked, an override option will display.For example, when charging items in online mode the above screen will display if the user has alerts. If the user is blocked, an override option will display.

    76. Charge Item An example of checkout display The ‘Next’ button at the bottom of the screen will allow you to charge items to a new user without exiting the charge screen The above is an example of the checkout display when an item has been charged to a user.The above is an example of the checkout display when an item has been charged to a user.

    77. Discharge Item A discharged item will display the item ID as well as routing information Discharge can be backdated for bookdrop items

    78. Discharge Item When discharging items in online mode, the client will alert the operator if the item is on hold, has a lost status, needs to be sent to another library for shelving, etc. PocketCirc Discharge Items may also be discharged using the PocketCirc client. When discharging items in online mode, the client will display alert information. However, due to limited screen space you may not get as much detail as you would with the Workflows client. For example, the above screen shows what displays when an item is discharged and immediately goes to hold. We display information that hold is available followed by the user ID for the user who has the hold. If the item was lost, or needs to be routed to another library this information would display in the information field in the discharge list. PocketCirc Discharge Items may also be discharged using the PocketCirc client. When discharging items in online mode, the client will display alert information. However, due to limited screen space you may not get as much detail as you would with the Workflows client. For example, the above screen shows what displays when an item is discharged and immediately goes to hold. We display information that hold is available followed by the user ID for the user who has the hold. If the item was lost, or needs to be routed to another library this information would display in the information field in the discharge list.

    79. Inventory Item Can be used offline or online Scan the barcodes Real time inventory in online mode Upload the files in offline mode PocketCirc Miscellaneous The miscellaneous tab contains options to logout, upload and help. The upload option is used to move the offline transaction file from PocketCirc to the server.PocketCirc Miscellaneous The miscellaneous tab contains options to logout, upload and help. The upload option is used to move the offline transaction file from PocketCirc to the server.

    80. Inventory Upload New with GL3.1 – included due to popular demand File located in Unicorn/Scanner Use reports located in the Unicorn scanner tab to process PocketCirc Miscellaneous The miscellaneous tab contains options to logout, upload and help. The upload option is used to move the offline transaction file from PocketCirc to the server.PocketCirc Miscellaneous The miscellaneous tab contains options to logout, upload and help. The upload option is used to move the offline transaction file from PocketCirc to the server.

    81. Check Item Status Used to find out where an item SHOULD be Various alerts will tell staff members how to handle the item

    82. Item Status Alert Item checked out alert provides title, call number, user ID

    83. Item Status Alert Transit alert tells staff which library should receive transit item Includes title, call number, item ID, transit date

    84. Check Item Status Check Item Status list provides a running list of all items scanned through Check Item Status and includes the status and what action needs to be performed

    85. PocketCirc Users You may create a user or modify existing users with PocketCirc Users can be created either offline or online You can modify users only when running in online mode PocketCirc User options The user tab in pocketcirc client provides you with the ability to create or modify users. The modify option is only available when working in online mode. PocketCirc User options The user tab in pocketcirc client provides you with the ability to create or modify users. The modify option is only available when working in online mode.

    86. Create User Ability to auto-generate or enter (scan) user ID Select profile from a drop-down menu Walk through various fields in the user record

    87. Modify User Enter (scan) user ID or select search

    88. Modify User Search All searchable user fields available Can choose keyword or browse

    89. Modify User Search Select user from hit list

    90. Modify User Tab 1 Basic user information such as User ID, Name, Profile, etc. PocketCirc Create/modify users When modifying or creating users in PocketCirc, there are 4 tabs containing user information. The first tab contains basic user information such as user ID, name, title, library, profile & department.PocketCirc Create/modify users When modifying or creating users in PocketCirc, there are 4 tabs containing user information. The first tab contains basic user information such as user ID, name, title, library, profile & department.

    91. Modify User Tab 2 Demographic information such as user categories 1-5 and birth date PocketCirc Create & Modify users The 2nd tab contains the demographic information such as user categories & birth year.PocketCirc Create & Modify users The 2nd tab contains the demographic information such as user categories & birth year.

    92. Modify User Tab 3 Address fields PocketCirc Create & Modify users The 3rd tab contains the address information. The address fields that display should match what you would see in the Workflows client. PocketCirc Create & Modify users The 3rd tab contains the address information. The address fields that display should match what you would see in the Workflows client.

    93. Modify User Tab 4 Extended information fields PocketCirc Create & Modify Users The 4th tab contains the extended information fields. These fields should match what displays in the Workflows client for extended information. ADDRESS & EXTENDED INFO NOTES: The helpers to add before, add after, delete or restore are not available in the PocketCirc client. You can remove information by highlighting the text and using the back arrow or back space key. PocketCirc Create & Modify Users The 4th tab contains the extended information fields. These fields should match what displays in the Workflows client for extended information. ADDRESS & EXTENDED INFO NOTES: The helpers to add before, add after, delete or restore are not available in the PocketCirc client. You can remove information by highlighting the text and using the back arrow or back space key.

    94. Miscellaneous Logout Upload transactions the next time you are online Help is available PocketCirc Miscellaneous The miscellaneous tab contains options to logout, upload and help. The upload option is used to move the offline transaction file from PocketCirc to the server.PocketCirc Miscellaneous The miscellaneous tab contains options to logout, upload and help. The upload option is used to move the offline transaction file from PocketCirc to the server.

    95. PocketCirc System Requirements Minimum Unicorn 2003.1.4 and GL3.1 for full functionality Requires use of ActiveSync 4.0 Requires use of Microsoft .NET Compact Framework Network access PocketCirc System requirements The PocketCirc software requires that both ActiveSync & .NET Compact framework be installed. The devices we currently support are the PSC Falcon 4220 & the HP IPaq H555. For information regarding pricing, please contact your account representative.PocketCirc System requirements The PocketCirc software requires that both ActiveSync & .NET Compact framework be installed. The devices we currently support are the PSC Falcon 4220 & the HP IPaq H555. For information regarding pricing, please contact your account representative.

    96. Recommended PocketCirc Devices DataLogic Pegaso HP iPAQ 2490* CF slot required for the barcode scanner PocketCirc System requirements The PocketCirc software requires that both ActiveSync & .NET Compact framework be installed. The devices we currently support are the PSC Falcon 4220 & the HP IPaq H555. For information regarding pricing, please contact your account representative.PocketCirc System requirements The PocketCirc software requires that both ActiveSync & .NET Compact framework be installed. The devices we currently support are the PSC Falcon 4220 & the HP IPaq H555. For information regarding pricing, please contact your account representative.

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