Chapter 47. Local Administration

Table of Contents

Overview
Cash Reports
Circulation Policy
Closed Date Editor
Copy Alert Suppression
Copy Location Editor
Copy Location Group
Copy Location Order
Copy Tag
Group Penalty Thresholds
Hold-driven Recall
Hold Policy
Library Settings Editor
Non-catalogued Type Editor
Statistical Category Editor
Survey
Transit List

Overview

The following table describes each of the menu options in use and their required permission levels. Contact Co-op support team if you have questions about settings that cannot be edited with a Local System Administrator (LSA) account.

Menu option Description Permission

Age Overdue Circs to Lost

To create a queue of ALL overdue items by selected patron profiles at selected libraries to be marked lost. It does not support date parameter. This feature is mainly for school libraries' end of term process. To automatically mark items lost when they are overdue for x days, contact Co-op support

LSA

Auto-Print Settings

To block automatic receipt printing in selected staff client transactions

LSA

Cash Reports

View summary report of cash transactions for selected date range

All staff

Circulation Policy

View circulation policies

Viewable to LSA. Contact Co-op support for editing

Closed Date Editor

Set library ad hoc closure dates (affects due dates and fines)

LSA

Copy Alert Suppression

not to display copy alert on selected actions

LSA

Copy Location Editor

Create and edit copy locations, also known as shelving locations

LSA

Copy Location Group

Allows one or more shelving locations to be grouped together as a search location.

LSA

Copy Location Order

Change display order of copy locations on Holds Pull list, also known as shelving locations

LSA

Copy Tag

Searchable copy information

LSA

Group Penalty Thresholds

Set library-specific thresholds for maximum items out, maximum overdues, and maximum fines

LSA

Library Settings Editor

Detailed library configuration settings

LSA/Co-op suppport

Non-catalogued Type Editor

Create and edit optional non-catalogued item types

LSA

Patrons with Negative Balances

Display a list of patron accounts with negative bill balances, to whom the library may owe refunds

All staff

Statistical Category Editor

Create and manage optional categories for detailed patron/item information

LSA

Survey

Create patron surveys to be completed at patron registration

LSA

Transit List

View items in transit to or from your library during selected date range

All staff

Volume Copy Template

Interface to create volume copy templates

LSA/Cataloguers

Work Log

List the most recent transactions processed at the selected workstation

All staff

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