useful for tracking summer reading programs, book clubs and other such clubs.
**Important**
- Staff will need permission to edit clubs, templates and enroll patrons. Go
+ Staff will need permission to edit clubs, templates and enroll patrons. Go
to your staff members account tab and click on the More drop down menu.
- Select Set Permissions and make sure patron clubs have checkmarks next to
- each of the functions you want your staff to have. Remember if your staff
+ Select Set Permissions and make sure patron clubs have checkmarks next to
+ each of the functions you want your staff to have. Remember if your staff
is a superlibrarian, they will have the permission.
-
+
Creating a new club template
-Here you can add fields that can be filled out at the time a new club is
-created based on the template, or a new enrollment is created for a given club
+Here you can add fields that can be filled out at the time a new club is
+created based on the template, or a new enrollment is created for a given club
based on the template. Click on the New Club template button
-Name is required. This could be something like Adult Book Club, Children’s
-Book Club or Summer Reading Program. Remember these templates will be starting
+Name is required. This could be something like Adult Book Club, Children’s
+Book Club or Summer Reading Program. Remember these templates will be starting
point for each club you create.
Description can be any additional information
-Allow Public Enrollment: if this box is checked it will allow patrons to enroll
+Allow Public Enrollment: if this box is checked it will allow patrons to enroll
in a club based on this template from the OPAC
-Require valid email address: if this box is checked only patrons with a patrons
-with a valid email address can enroll. So they will need a email address
+Require valid email address: if this box is checked only patrons with a patrons
+with a valid email address can enroll. So they will need a email address
to enroll.
-The library drop down gives you the flexibility to enroll patrons from specific
+The library drop down gives you the flexibility to enroll patrons from specific
branches. If you let it set to blank, all branches will be able to enroll.
-Club Fields: these fields will be used when creating a club based on this
+Club Fields: these fields will be used when creating a club based on this
template you can connect authorized values here
-Enrollment Fields: you can add any additional fields you want to have filled
+Enrollment Fields: you can add any additional fields you want to have filled
out by your patrons like you can connect authorized values here.
Creating a new club based on a template
Here you can add information about a new club using a template you created.
Click on the New Club dropdown menu and select the template you want to use.
-Name is required, this will be the name of the specific club using the
-template you created. For example, if I used my Kids Club template, I can
+Name is required, this will be the name of the specific club using the
+template you created. For example, if I used my Kids Club template, I can
create Kids Club 2017
Description – any additional information
-Start and End date will depict when this club runs, the entire duration
-of the club. Once the club expires, it will be removed from the OPAC for users
+Start and End date will depict when this club runs, the entire duration
+of the club. Once the club expires, it will be removed from the OPAC for users
to enroll if that option is selected.
-The library drop down gives you the flexibility to enroll patrons from specific
+The library drop down gives you the flexibility to enroll patrons from specific
branches. If you let it set to blank, all branches will be able to enroll.
Enrolling a patron in a club
- Limit to a specific library or group of libraries
+ - **Important**
+
+ This is a filter: if you leave this set to the default
+ (all libraries selected) or select one or more libraries,
+ bib records with no items attached will not be exported. To get
+ bib records with no items you will need to 'clear all'
+ (i.e. de-select all libraries).
+
- Limit to a call number range
- Limit to an acquisition date range