Menu Options

(General Menu & each individual configuration menu)

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• Acquisitions:
• Purchase Order Lines
  • Search for PO Line
  • Order Without Inventory
  • Review
  • Claim
  • Renew
  • Review Deferred
  • Manage Trials
  • Manage EDI Tasks
  • Purchase Order
    • Package
    • Review
    • Approve
    • Delete PO
    • Receiving and Invoicing
      • Search for Invoice
      • Receive
      • Create Invoice
      • Review
      • Approve
      • Waiting for Payment
      • Post-Receiving Processing
        • Receiving Department Items
        • Scan in Items
        • Import
          • Import
          • Monitor and view Imports
          • Resolve Import Issues
          • Acquisitions Infrastructure
            • Vendors
            • Funds and Ledgers
            • Transfer Funds
            • Move Funds in Hierarchy
            • Licenses
            • Advanced Tools
              • Exchange Rates Report
              • Rollover Ledgers
              • Rollover PO Lines
              • Patron Driven Acquisition (PDA)
              • Manage Sets
              • Change Vendor in Order
              • Acquisitions Configuration
                • Configuration Menu
• Resource Management
• Search and Sets
  • Repository Search
  • Manage Sets
  • Manage exports
  • Manage Collections
  • Cataloging
    • Search External Resources
    • Browse Shelf Listing
    • Open Metadata Editor
    • Create Inventory
      • Add Local Electronic Collection
      • Add Local Portfolio
      • Add Physical Item
      • Add Digital Representation
      • Manage Inventory
        • Community Zone Updates Task List
        • Manage Electronic Resources Activation
        • Shelf Report
        • Import
          • Import
          • Update single record from file
          • Monitor and View Imports
          • Resolve Import Issues
          • Advanced Tools
            • Overlap Analysis
            • Digital Uploader
            • Resource Configuration
              • Configuration Menu
• Fulfillment
• Checkout/Checkin
  • Manage Patron Services
  • Return Items
  • Resource Requests
    • Pick from Shelf
    • Scan in Items
    • Expired Hold Shelf
    • Active Hold Shelf
    • Approve Digitization Requests
    • Monitor Requests & Item Processes
    • Course Reserves
      • Courses
      • Reading Lists
      • Resource Sharing
        • Rota Templates
        • Advanced Tools
          • Fulfillment Configuration Utility
          • Create Fulfillment Sets
          • Bulk change Due Dates
          • View Restore Request Jobs
          • View Overdue and Lost Loan Jobs
          • Offline Circulation
          • Items Requiring Action
          • Create Fines and Fees Report
          • Opening Hours
          • Fulfillment Configuration
            • Configuration Menu
• Administration
• User Management
  • Find and Manage Users
  • Purge User Records
  • Load Desk/Department Operators
  • Bulk Fine Waiving
  • Manage Sets
  • User Identifier Types
  • User Management Configuration
    • Configuration Menu
    • General Configuration
      • Configuration Menu
      • Advanced Tools
        • HealthCheck Dashboard
        • Analytics
          • Design Analytics
          • Configuration Menu
          • Subscribe to Analytics
          • Manage Jobs
            • Run a Job
            • Monitor Jobs

Configuration Menu Screens

ACQUISTIONS CONFIGURATION MENU

Purchase Orders

Reporting codes

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Acquisitions Jobs Configuration

RESOURCE MANAGEMENT CONFIGURATION MENU

Search Configuration

Search Indexes

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Library/Location Display

FULFILLMENT CONFIGURATION MENU

Library (READ-ONLY)

Opening Hours

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Book Form Mandatory Fields

USER MANAGEMENT CONFIGURATION MENU

Roles and Registration

Profiles

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Linked Account Rules 

Restricted Users

General Configuration

Libraries

Add a Library or Edit Library Information

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