Current module
Dashboard
Overview of circulation, cataloging, acquisitions, and patron activity.
Staff workflow
Manage orders, receive incoming materials, review donations, and move collection items into the catalog.
Track each acquisition path from intake through activation.
Use one circulation mode at a time for safer, clearer service-desk workflows.
Checkout Mode
You are checking OUT items
Load a patron first, then scan items into a checkout queue before completing the transaction.
Check-In Mode
You are checking IN returned items
No patron selection is used here. Scan returned items and confirm the return result immediately.
Holds & Reserves
Manage patron requests
Place new requests here and monitor active, ready, and closed hold activity.
Place hold or reserve
Use holds for the waiting list. Use reserves only when you need a distinct request type for staff to explain to patrons.
Workflow filters
Quickly focus on the items staff need to act on now.
Pending Queue
Requests still waiting in line for an available item.
| Item | Patron | Type | Queue | Date placed | Status | Actions |
|---|
Ready for Pickup / Hold Shelf
Items already trapped and waiting for patrons on the hold shelf.
| Item | Patron | Trapped | Pickup expiration | Days left | Status | Actions |
|---|
Closed Issues
Picked up, cancelled, and expired requests with recent history.
| Item | Patron | Type | Closed status | Closed date | Actions / History |
|---|
Circulation Rules
Set loan periods by material type. Checkout will auto-assign due dates from these rules.
| Material Type | Loan Days | Actions |
|---|
Receipt Settings
Manage thermal receipt branding, contact details, and the message shown at the end of checkout slips.
ILL workspace
Launch new requests in modals, then use the workflow tiles to review and update work by queue.
Workflow overview
Counts update automatically as incoming and outgoing ILL requests move between statuses.
Select a workflow tile
Choose a dashboard tile to open a clean, filtered transaction view.
Incoming and outgoing queues use the dashboard workflow
Use the ILL Dashboard tab to add requests, open filtered queues, and edit transactions in clean modal popups.
Monthly ILL activity
Outgoing and incoming workload totals grouped by month.
Daily Register
Keep this workspace focused on the selected day's transactions, quick-add tools, and drawer totals.
Quick Copy Charges
Fast-fill the form for the most common copy transactions.
Add register transaction
Record one daily transaction at a time.
Find patron account
Search by name or card number to open an account.
Patron account
Only the selected patron appears here. Open account work in modals.
Overdue Notices
Review overdue patrons, generate one notice per account, and track staff follow-up history.
Filters
Filter overdue accounts by age, patron, material type, or account standing.
Overdue by patron
No overdue patrons loaded.
Notice history
Generated notices remain stored for follow-up and future communications work.
| Patron | Type | Date generated | Date sent | Delivery | Staff | Status | Actions |
|---|
Template manager
Seeded staff templates save in the same local settings storage as the rest of the ILS.
Add magazine issue to catalog
Subscription tracker
| Title | Frequency | Renewal | Status | Cost | Vendor | Actions |
|---|
Recently added issues
| Magazine | Issue | Date Added | Material # | Location |
|---|
Import first, then review and complete one continuous cataloging form.
Cataloging workflow
Start with an identifier import
Enter an ISBN, UPC, OCLC number, or LCCN to bring bibliographic data into this editor before saving.
| Title | Creator | Format | Year | Curated Shelf | Status | Actions |
|---|
Staff reporting
Browse reports by category, then open a single focused workspace to review filters and results without the clutter of one long page.
Report category
Category
Choose a report to open.
Report workspace
Report
Review filters and report output.
Monthly Circulation Report
View total checkouts over time plus a material-type breakdown for the selected reporting period.
Weeding Report
Identify inactive and never-circulated items for review.
Most Borrowed Authors
Aggregate circulation by normalized author key so the grouping can later support authority IDs.
Least Used Sections
Compare circulation against section size to identify underused locations and collections.
Missing Biblio Report
Choose a bibliographic field to find all materials that are missing that information.
| Title | Creator | Format | Missing Field | Status |
|---|
60+ Days Past Due Report
| Title | Patron | Material # | Due Date | Days Overdue |
|---|
Busiest Hours Report
Use visitor-counter timestamps to spot the busiest service windows.
Operational Reports
Building use, reference, interlibrary loan, and register activity grouped for staff reporting.
Fines and Fees
Outstanding balances, fee detail, category totals, and monthly charge/payment trends.
Collection Stats
Cataloging standards
Authority Control
Browse authority categories first, then drill into entries in focused modals instead of a separate lower-page workspace.
Daily Register
Transactions
Review the selected day's transactions.
Authority category
Authority Category
Browse entries in this category.
| Preferred Term | Alternate Terms | In Use | Status | Updated | Actions |
|---|
Item queue
See every patron waiting for this item and any staff override options.
Authority entry
Add Authority Entry
Create or revise a standard entry.
New ILL Request
Create or update an interlibrary loan transaction.
Patron account
View patron account details.
Add Patron
Create a new patron account or update an existing one.