Signing Up a Single Patron From the Staff Side From the Public Side Registration-Related Oops! - Transferring Signing Up a Family on One Card From the Staff Side From the Public Side Logging a Book / Volunteer Hour From the Staff Side From the Public Side Awarding Prizes How to Award a Prize Prize-Related Oops! - Unawarding Managing Reviews Approving or Denying Pending Reviews Editing Reviews Before Approval Adding Catalog Links & Images Review-Related Oops! TRAINING ASSIGNMENT

 

IMPORTANT NOTE: 

Due to a quirk of the system, staff will see the words "User Name" 

"User Name" will always refer to "Patron Barcode"

 

Signing Up a Single Patron

 

From the Staff Side

 

It may be helpful to create a shortcut to your desktop so you have easy access to the login page. To create a shortcut: highlight the URL in the address bar and drag it to the desktop. Dragging the tab header works too.

Step 1: Log in to Summer Reader   ... password: read

Step 2: For signing up a child, click "Be Creative" ; for a teen, click "Express Yourself"

Step 3: Click "Register Patron" 

Step 4: Fill out form and click "Save"

NOTE: Registering individual members of a family? If each person is using their own library card, you can use the "Recall" button to help speed up the data entry process.

 

From the Public Side

Step 1: Visit the SRP homepage

  - On an OPAC, have the patron click on the FCPL link in the upper-left-hand corner to get to the FCPL website

Step 2: Click on "Sign Me Up"

Step 3: Fill out form and click "Save"

 

Registration-Related Oops! - Transferring

Transferring a Patron Enrolled in the Wrong Program

Step 1: Search All Programs for patron’s barcode, then click the Suitcase icon to transfer

  - Log entries, reviews, and prizes will be lost when transferring, so keep a record of these to re-enter

 

 

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Signing Up a Family on One Card

 

From the Staff Side

Step 1: Log in to Summer Reader   ... password: read

Step 2: For signing up a child, click "Be Creative" ; for a teen, click "Express Yourself"

Step 3: Click "Register Patron" 

Step 4: Fill out form and click "Save"

 

From the Public Side

Step 1: Fill out registration for one family member and save

Step 2: Click on the blue "Add Family Member" button

Step 3: On the pop-up, pick the Children's Program or the Teen Program from the dropdown menu, then click "Continue"

 

 

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Logging a Book / Volunteer Hour

 

From the Staff Side

Step 1: Log in to Summer Reader   ... password: read

Step 2: For signing up a child, click "Be Creative" ; for a teen, click "Express Yourself"

Step 3: In the "User Name" field of the search box, type/scan the patron's library barcode.

Step 4: Click "Go"  

     - You should now see the patron's information and manage links on the right side of the screen.

     - Note: If a patron has the "Manage Members" icon (a red-shirted and green-shirted person standing together), that patron has multiple family members signed up on the same card.

Step 5: Click the Clipboard "Log" icon (2nd from the left) to add a book to the patron's log.

Step 6: Fill out the log.

     - For kids, title and author are required.

     - For teens, none of the fields are required, as the same form is used to log both books and volunteer hours. 

     - For teens, fill out as many of the book-related fields as you can; and encourage teens to log their own books.

     - For teens logging volunteer hours, answer the first two questions, briefly write what was done in the "Review" field, and be sure to change the Log Type from Books to Volunteer Hours, so that the information is correctly recorded.

Step 7: Click on "Save"

     - You will see the newly-updated log screen. To award a prize from this page, click on the GREEN "back" button. (The one in the system, not the browser's.)

 

From the Public Side

Step 1: Log in

Step 2: Click on "Log Your Books"

Step 3: Fill out the form

Step 4: Click "Save"

 

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Awarding Prizes

 

How to Award a Prize

 

Step 1: Log in to Summer Reader   ... password: read

Step 2: For awarding a prize to a child, click "Be Creative" ; for a teen, click "Express Yourself"

Step 3: Scan / enter in the patron's barcode into the "User Name" field and click on "Go"

Step 4: Locate the patron's name in the list and click on the red-colored present

Step 5: Check one tickbox to award one prize. Clicking the blue diskette will save the change(s) and then automatically close the window.

  - Children get 1 prize (up to 3) each time they visit the library and show that they’ve read in the meantime

  - Teens get 1 prize (up to 3) for each book they read or for every 1 hour of volunteer work

  - For the Teen SRP, make sure to use the save icon beside the checkboxes. Clicking on the solitary one beneath "volunteer hours" will result in an error message.

 

 

 

Prize-Related Oops! - Unawarding

Unawarding a Prize

- If you've accidentally awarded too many prizes, repeat the steps for awarding the prize, but uncheck a box and save.

 

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Managing Reviews

You must be logged in as Staff (not Basic or Volunteer) to manage reviews

 

Approving or Denying Pending Reviews

Step 1: From the main page, click on the green checkmark beside "Be Creative" or "Express Yourself" to access review management for that program

Step 2: Click on the number cell beneath "Pending" to view pending reviews

  - Note that there are separate pending areas for reviews and comments (and that the columns don't line up)

Step 3: Hover the mouse cursor over each row to view the review (or click edit to read a longer review and/or insert images and links) and mark "Accept" or "Deny"

Step 4: When you want to finalize your review choices, click on the "Accept/Deny" button at the bottom of the page

Step 5: Click the green "Back" and rinse and repeat for the comments

Step 6: Click "Home" and rinse and repeat for the other program

 

Editing Reviews Before Approval

  - During Step 3 of the approval process, you can click on the paper/pencil icon to edit the review

  - Please obscure foul language and real names

  - You can safely edit a review, approve/deny it, and then return to the list you were working on without losing your already-marked approve/deny choices

 

Adding Catalog Links & Images

  - During the editing process, it is possible to link the item to the catalog and insert the book cover image

Step 1: Scroll to the bottom of the edit screen & click "Load Default Catalog Info"

Step 2: Verify that the title and author are spelled properly

  - Example: http://hip1.sjvls.org/ipac20/ipac.jsp?menu=search&aspect=power&index=.TW&term=the%20hobbit&oper=and&index=.AW&term=tolkien

  - To link to a specific ISBN when there are numerous records, use:

http://hip1.sjvls.org/ipac20/ipac.jsp?index=ISBNEX&term= and paste the ISBN after the final =

  - Example: http://hip1.sjvls.org/ipac20/ipac.jsp?index=ISBNEX&term=0061345660

Step 3:

 Test the link

Step 4: On the catalog page for the item, right-click on the small book cover image. (We want the small one, not the bigger image)

Step 5: For FF browsers, select "Copy Image Location" from the right-click menu. For IE browsers, select Properties from the right-click menu, then highlight the entire URL address (be aware that this can be more than the 2 lines showing... it's often 3 lines, so start at the top left and drag down right).

  - Image URL should look like: http://contentcafe.btol.com/Jacket/Jacket.aspx?SysID=sjvls&CustID=bt0212&Key=0064408337&Type=S&Return=0 

Step 6: Paste this link into the Book Jacket URL field

Step 7: Click on Accept to save and post the review

 

Review-Related Oops!

Disapproving or Editing Approved Reviews

Step 1: Click the cell beneath Accepted

Step 2: Locate the review (the search field on the side can help narrow by title, etc.)

Step 3: Click on the Edit icon (paper/pencil)

Step 4: Edit the review and Accept, or Deny the review to move it into the Denied pile.

 

Approving Disapproved Reviews

Step 1: Click the cell beneath Denied

Step 2: Locate the review (the search field on the side can help narrow by title, etc.)

Step 3: Click on the Edit icon (paper/pencil)

Step 4: Edit the review and Accept

 

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TRAINING ASSIGNMENT

 

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