of The Year Checklist
Note : This page is no longer being updated.
Some of these
items may have been completed at the end of the previous year. Check all if
you are new to the school or unsure if they were completed.
the Calendar B2/F1 (Maintain Calendar); <G>enerate
the calendar for the current year. You can generate more than one year
in B2/F1, put in the holiday dates using <H>olidays
from the option bar. Don't forget to also include Staff Development
Days, Carnivals, Long weekends as holidays as there is
generally no borrowing/returns on those days.
the Resource Loan Categories (B2/D1). Do they still meet your needs? Make
changes if required.
the Borrower Loan Categories (B2/D2). Change the master due date for each
category of borrower. Select (curser opposite) each borrower category then
from the option bar. Does the length of borrowing time still apply? If not
change it. You may also type 00 (zero) in the number of days & this
will allow you to type a specific date in the date field.
the stocktake initialisations (B2/H1). Any locations not been finalised
should be completed ASAP; and before any new resources are added.
the end of the first week:-
students/staff (B4/R3 & R4) when the office has completed the entry of
new & amended details. Check that the system parameter
(B1/C1/<C>irculation - Student/Staff
Module available? is set to Yes).
may have to do the refresh of students 3-4 times in Term 1 as things
settle out, classes get re-shuffled etc..
Class Lists (B2/A1)
new borrower cards (B4/C1)
the borrower limits for students/staff (B2/I2). The maximum number you may
enter is 999.
the borrower usage (B4/I4). You may wish to also reset the resource usage
(B4/I2). Be aware that this action will zero the number of times an item
has been borrowed. You may not wish to do this if you want to use this
report as a guide for culling items which are never/rarely borrowed.
the loan history (B2/R1). You are required to enter a date. Determine the
reason why you wish to record Loan History:-
keeping a history of who has borrowed (eg. where a book may have been
defaced) I recommend you retain last term's loan history. I suggest
you purge to 01/10/(previous year)
keeping a history of what each student has borrowed; purge to the
start of the calendar year (01/01/current year)
all the System Parameters (B1/C1).
operators (L3/D1) & remove those no longer required. Leave the system
operators in. Check security levels & revise if needed.
with the Outstanding loans from previous year:
the Loans by return date report (B2/M4). Choose the date 31/12/current
year or 28/01/next year. This gives you a complete list of all outstanding items.
you think that there are items on this list that will never come back
(eg. class loan items/readers etc attached to teachers) then you will
need to manually return them in B2/E2. Don't throw the print-out away.
a B4/N4 Weekly Housekeeping to lock in the status of these items.
of the items returned in B2/E2 from the Loans by Return Date report -
needs to have <M>issing placed into
the status field of the bibliographic record. Go to B1/D1 General
Resources; <F>ind by <B>arcode
or <T>itle; <C>opies;
then <E>dit the status field, changing the <C> to
<M>issing & insert the date that
it was due back as the missing date; Put an appropriate comment in the
Comment field. Progressively work through the report until complete.
a B4/N4 Weekly Housekeeping