Comprehensive documentation for library administrators and staff. Step-by-step guides, reference pages, and configuration help for every part of the system.
Essential orientation guides for new users and administrators setting up the system.
Add a member, catalogue a book, add stock, and issue and return an item — the complete first-day workflow.
Plain-English explanations of BRN, ARN, Member Types, Publication Types, Privileges, and more.
Signing in, Remember Me, forgotten passwords, new user registration, and security advice.
Library statistics panel, user menu, full menu bar reference, licence details, and new features.
Step-by-step video guides covering Getting Started, Parameters, Members, and Cataloguing — organised by topic.
System configuration screens. Set up before going live and reviewed periodically.
Library identity, cataloguing defaults, OPAC settings, fine frequency, and payment options.
Days open, Front Desk no-issue date, stock take date, and budget period dates.
Date ranges excluded from loan period calculations and fine accrual.
Staff back-office accounts, five permission flags, and special permissions.
Branches, departments, and sites for multi-site libraries.
Barcode generation, label layout, PDF and ZPL support, member ID card settings.
SMTP server, overdue reminder template, statement format, and test email.
Primary member classification, borrowing ceilings, and the promotion chain (Grade 1 → Leavers).
Secondary grouping within Member Types — typically class groups such as 7C, 7L, 7S.
Detailed lending rules per Member Type × Publication Type: quota, days, grace, fines, renewals.
Primary stock classification, Textbook flag, type-level restrictions, and planning guidance.
UNIMARC cataloguing field sets for AdvanceCAT — per Publication Type, with defaults and compulsory flags.
Condition and availability codes for individual stock items. Controls Front Desk issue gating.
Manual damage and loss charges — amount, price cap, and automatic Stock Status change on application.
Same Privilege data as Member view, sliced by Publication Type — all member type rules for one publication type.
All 15 parameter screens in one index — setup order, Privileges matrix, and quick reference table.
Managing library patrons — adding, editing, and viewing member records, ID photos, and membership fees.
Find, view, create and edit individual member records. Six tabs: Basic Details, Contact, Circulations, Notes, Fees, and Information.
Filter by Member Type, Category, and Status. Inline-edit three fields per member. Ten-action menu: Edit, Issues, Print/Email Account, and more.
Batch print ID cards (5 per page). Printed/unprinted flag workflow. Filter by grade and class. Six print options.
Capture webcam photos at the desk. Member lookup, live preview, centre-crop framing. Browser permission setup and camera tips.
Set fee amounts and billing cycle per Member Type. Four view filters. Four per-member actions: Renew, Renew & Pay, Pay, Transactions.
Adding and managing bibliographic records and their physical stock items. Four tools suited to different workflows — all sharing the same underlying catalogue.
The recommended day-to-day cataloguing screen. ISBN lookup, full bibliographic fields across seven tabs, multi-copy stock management, attachments, and circulation history in one place.
A streamlined screen showing only the essential fields — ISBN, Title, Author, Subjects, Publication Type, Accession Number, and Barcode. Fast intake of straightforward titles.
Extends the core fields with Publisher, Series, Shelf location, Price, and Dewey number. Also supports browsing through the catalogue using navigation arrows — useful for review sessions.
Full UNIMARC field-by-field cataloguing with multiple segments per field, authority record links, attachments, circulation history, and complete stock management across all copies.
Generate and print barcode and spine labels — print after cataloguing, pre-print blank sheets, or reprint individual labels by range or selection.
Transfer or loan stock items between locations — permanently or temporarily — with a two-step send and receive confirmation workflow.
Audit your physical collection by scanning barcodes. Each scan stamps the item with the Stock Take Date — with shelf range checking and mobile support.
Analyse stock take results across five views — All Stock, Scanned, Not Scanned, Issued, and Not Scanned & Issued. Filter by location or call number range, and export to CSV.
Create and maintain curated reading lists targeted by Member Type, Category, Program, and Module — published to members through the OPAC Reading Lists screen.
The Front Desk — issuing and returning items, managing overdues, fines, bespeaks, and transaction records.
The main issue-and-return screen. Scan member and item barcodes to loan or return items, process renewals, and handle bespeak alerts.
View all items past their due date. Filter by grade or category and send overdue notices by email or print.
View and collect fines on member accounts. Record full or partial payments, waive fines, and review fine history.
A summary report of all circulation activity — issues, returns, renewals, and fines — over any date range. Export to CSV.
View a member's current loans and due dates. Renew or return individual items and browse the member's full loan history.
View, manage, and fulfil item reservations. Monitor the queue, notify waiting members, and cancel bespeaks where needed.
Return all items on loan to a specific member in one operation. Essential for end-of-term clearances and leaver processing.
A specialised module for schools managing textbook sets — bulk issuing to classes, individual student tracking, and year-end returns.
Configure subject–grade mappings, assign BRNs to grades, and set issue rules before running the bulk textbook issue.
Bulk issue textbook sets to classes, process individual issues and returns, and track lost or damaged copies per student.
Review holdings and issue counts at a glance with the Summary, or drill into per-student and per-subject detail with the full Textbook Report.
Periodic housekeeping tasks — importing and promoting members, managing catalogue records, and maintaining accession numbers.
Import members from CSV, D6+, Adam, Engage, or Wonde. Promote members between grades. Renumber or merge member records. Bulk-load ID photographs.
Rebuild search indexes, merge duplicate titles, weed out empty records, bulk-import new catalogue records, and browse your collection by publication type or stock status.
Maintain Authority Reference Numbers — fix misspelled author names, merge duplicate headings, and push corrections out to all linked catalogue records in one step.
The full reporting suite covering members, stock, circulation, overdues, and usage statistics.
Comprehensive reports on members, stock, circulation, overdues, and more. Export to PDF or Excel.
Visual charts covering library usage trends, readership statistics, and stock analysis.