Chapter 54. Local Administration

Table of Contents

Overview
Age Overdue Circs to Lost
Carousels
Cash Reports
Circulation Policies
Closed Dates Editor
Group Penalty Thresholds
Hold Policies
Hopeless Holds
Item Alert Suppression
Item Tags
Library Settings Editor
Non-catalogued Type Editor
Notifications / Action Triggers
Patrons with Negative Balances
Permission Tree Display Entries
Hold-driven Recall
Shelving Location Editor
Shelving Location Groups
Shelving Location Order
Statistical Categories - Item Editor
Statistical Categories - Patron Editor
Surveys
Transit List
Work Log

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 Dates Editor

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

LSA

Group Penalty Thresholds

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

LSA

the section called “Creating Holdings Templates”

Interface to create holdings templates

LSA/Cataloguers

Item Alert Suppression

not to display copy alert on selected actions

LSA

Item Tags

Searchable copy information

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

Shelving Location Editor

Create and edit copy locations, also known as shelving locations

LSA

Shelving Location Group

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

LSA

Shelving Location Order

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

LSA

???

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

the section called “Work Log”

List the most recent transactions processed on the workstation

All staff

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