Chapter 59. Administration Overview

Administration functions are available on the Administration drop down menu. Functions on this menu are grouped into either the target module that the configuration applies to or the effect scope, e.g. individual workstations, libraries or the whole consortium. Most of these function are visible to anyone logged into the staff client but most of them require special permissions to edit.

Workstation Administration: Here you may register your computer with extra libraries, configure printer settings, print templates, workstation settings and their storage location.

User Permission Editor: Local system administrators may add extra permissions to individual staff accounts.

Local Administration: Most settings applied to individual libraries are configured here.

Server Administration: Settings here are mainly applied to the whole consortium. But individual libraries can configure a few items, such as, call number prefix/suffix, library’s operation hours and addresses under Organizational Units.

Acquisitions Administration: Settings relating to the acquisitions module, including EDI accounts, fund management, and maintaining providers.

Serials Administration: Here you can manage and create prediction pattern and serial item templates.

Booking Administration: Here you can manage and create resources for the booking module, as well as their types and attributes.

Reports: Create and clone report templates, view shared templates and report output.

Simple Reports: This feature is not used by Sitka.

Note

You may access most of the administration functions but attempting to edit may fail silently if you do not have the required permission. Your changes will not be saved.

Menu option Description Menu Permissions

Age Hold Protect Rules

Enables libraries to block holds from being filled for patrons from other libraries or branches until the item has been active for a specified amount of time.

Server

Local System Administrators can view. Contact Co-op Support for updates.

Age Overdue Circ to Lost

To create a queue of ALL overdue items by selected patron profiles at selected libraries to be marked lost. It does not support date parameter. This feature is mainly for school libraries' end of term process. To automatically mark items lost when they are overdue for x days, contact Co-op support.

Local

Local System Administrator

Auto-Print Settings

To block automatic receipt printing in selected staff client transactions.

Local

Local System Administrator

Call Number Prefix and Suffix

Build a standard list which will be displayed as drop down options when creating or editing call number records.

Server

Local System Administrators

Carousels

Carousels are only available for use with LibPress websites.

Local

Carousels Secondary Permissions

Cash Reports

View summary report of cash transactions for selected date range.

Local

All staff

Circulation Modifiers

Information on viewing circulation modifiers.

Server

Local System Administrators can view

Circulation Policies

Information on viewing and updating circulation policies.

Local

Local System Administrators can view. Contact Co-op Support for updates.

Closed Dates Editor

Set library ad hoc closure dates. (affects due dates and fines)

Local

Local System Administrator

Floating Group

Information on viewing and updating floating groups.

Server

Local System Administrators can view. Contact Co-op Support for updates.

Group Penalty Thresholds

Set library-specific thresholds for maximum items out, maximum overdues, and maximum fines.

Local

Local System Administrator

Hold Policies

Information on viewing and updating hold policies.

Local

Local System Administrators can view. Contact Co-op Support for updates.

Holdings Template Editor

Interface to create holdings templates.

Local

Local System Administrator/Cataloguers

Hard Due Date

Information on viewing and updating hard due dates.

Server

Local System Administrators and Co-op Support

Hopeless Holds

View summary of hopeless holds for selected date range.

Local

Local System Administrator

Item Alert Suppression

Suppress item alerts on selected actions.

Local

Local System Administrator

Item Statuses

View item statuses and their properties.

Server

Local System Administrators can view

Item Tags

Not currently used by Sitka.

Local

No permissions granted.

Library Settings Editor

Detailed library configuration settings.

Local

Local System Administrator/Co-op Suppport

Non-catalogued Type Editor

Create and edit optional non-catalogued item types.

Local

Local System Administrator

Notifications / Action Triggers

Information on viewing and updating notifications and action triggers.

Local

Local System Administrators can view. Contact Co-op Support for updates.

Organizational Units

Information on viewing and updating organizational unit settings including library email address, phone number, hours of operation, and adddress.

Server

Local System Administrators

Patrons with Negative Balances

Display a list of patron accounts with negative bill balances, to whom the library may owe refunds.

Local

All staff

Permission Tree Display Entries

Information on viewing and updating permission group trees.

Local

Local System Administrators can view. Contact Co-op Support for updates.

Shelving Location Editor

Create and edit shelving locations.

Local

Local System Administrator

Shelving Location Groups

Allows one or more shelving locations to be grouped together as a search location.

Local

Local System Administrator

Shelving Location Order

Change display order of shelving locations on Holds Pull list.

Local

Local System Administrator

Statistical Categories - Item Editor

Create and manage optional categories for detailed item information.

Local

Local System Administrator

Statistical Categories - Patron Editor

Create and manage optional categories for detailed patron information.

Local

Local System Administrator

Surveys

Create patron surveys to be completed at patron registration.

Local

Local System Administrator

Transit List

View items in transit to or from your library during selected date range.

Local

All staff

Work Log

List the most recent transactions processed on the workstation.

Local

All staff

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