How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category.

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Presentation transcript:

How do I create a category? Open the Copy Categories tab of Library Search, Media Search, or Textbook Search, in the Catalog. Next to Add Copy Category at the top of the page, enter a unique name of up to 30 characters. If you want this category available to your patrons, clear the Restricted check box. Click. The copy category appears in the Copy Categories list.

In Library Search, select Copy Categories

In Library Copy Category, type name and save

When adding records from vendor, select the Update for the Assign Copy Information

In the Assign Copy Information, select Assign

Select the Category created for this import. Remember it must be created before importing.

How do I make reports for Circulations Statistics for Copy Categories?

In Back Office, select Reports

Click Collection Statistics – Historical

In the dropdown menu by Organized By, select Copy Category

If you only want to run by specific category, click Update by Copy Categories. Also, if you want to run the report by specific date, youll need to put in the appropriate date range in Circulations From/to. You may also choose to Show Summary Only or Title & Copy Details. Click Run Report

Select Copy Category and click OK