Selected Silver Enhancements

Nathan Scott JamesSenior Sales System Engineer

Silver Enhancements

• Complete list of enhancements available• http://csdirect.iii.com/csd/release_notes/

Acquisitions

• Fiscal Close• Multiselection groups

Fiscal Close

Acq: Fiscal Close

Multiselection Groups

Acq: Multiselection Groups using

Acq: Multiselection Groups using

Acq: Multiselection Groups using

Multiselection Groups

• Setup– Create groups using Admin/Parameters– Configure groups using Admin/Settings

• Use– Use the groups when adding or editing order record

location/fund/copies distribution.

Acq: Multiselection Groups setup

Acq: Multiselection Groups setup

Acq: Multiselection Groups settings

Acq: Multiselection Groups settings

Cataloging

• Multi-window mode• MARC Validation• INN-View• Data Exchange

– Read/Write MARC Records

Multi-window Mode

Cat: Multi-window mode setup

Cat: Multi-window mode

MARC Validation

Cat: MARC Validation error display

Cat: MARC Validation tag info

Cat: MARC Validation tag info

Cat: MARC Validation corrections

INN-View & Heading Verification

Cat: INN-View

Cat: INN-View

Cat: INN-View

Cat: INN-View

Cat: INN-View & Heading Verification

Data Exchange

Data Exchange

• Replacement for Read/Write MARC Records• Setup

– Configure using Admin/Login Manager/Manager-controlled Options

Cat: Data Exchange setup

Cat: Data Exchange setup

Cat: Data Exchange profiles

Cat: Data Exchange loading from PC

Cat: Data Exchange loading from PC

Circulation

• New loan rule elements• Copy patron records• Course Reserves : active/inactive update

New Loan Rule Elements

Circ: Parameters

Circ: Active/Inactive & Age Range

Copying Patron Records

Copying Patron Records

• Available when editing patron records• From Edit menu choose Copy Record• Fields which are copied and which are not

copied is customizable– Contact the Help Desk for assistance– Provide a list of all field you would like copied from

the existing record to the new record

Circ: Copy Patron Records

Circ: Copy Patron Records

Circ: Copy Patron Records

Course Reserves

Course Reserves

Course Reserves

OPAC

• Featured Lists display• Available item limit• Reading History

Featured Lists Display

OPAC: Featured Lists old

OPAC: Featured Lists new

Available Item Limit

OPAC: Available item limit

Reading History

Reading History

Silver Enhancements

• Complete list of enhancements available• http://csdirect.iii.com/csd/release_notes/

• Thank you!