Chapter 61. Local Administration

Table of Contents

Overview
Age Overdue Circs to Lost
Carousels
Cash Reports
Circulation Policies
Closed Dates Editor
Group Penalty Thresholds
Hold Policies
Hold-driven Recall
Hopeless Holds
Item Alert Suppression
Item Tags
Library Settings Editor
Non-catalogued Type Editor
Notifications / Action Triggers
Patrons with Negative Balances
Permission Tree Display Entries
Shelving Location Editor
Shelving Location Groups
Shelving Location Order
Statistical Categories - Item Editor
Statistical Categories - Patron Editor
Surveys
Transit List
Work Log

Overview

The following table describes each of the menu options in use and their required permission levels. Contact Co-op support team if you have questions about settings that cannot be edited with a Local System Administrator (LSA) account.

Menu option Description Permission

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

LSA

Auto-Print Settings

To block automatic receipt printing in selected staff client transactions

Local System Administrator

Carousels

Carousels are only available for use with LibPress websites

Carousels Secondary Permissions

Cash Reports

View summary report of cash transactions for selected date range

All staff

Circulation Policies

Information on viewing and updating circulation policies.

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 System Administrator

Group Penalty Thresholds

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

Local System Administrator

Hold Policies

Information on viewing and updating hold policies.

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

Holdings Template Editor

Interface to create holdings templates

Local System Administrator/Cataloguers

Hold-driven Recall

Local System Administrator

Hopeless Holds

Local System Administrator

Item Alert Suppression

not to display copy alert on selected actions

Local System Administrator

Item Tags

Not currently used by Sitka

No permissions granted

Library Settings Editor

Detailed library configuration settings

Local System Administrator/Co-op Suppport

Non-catalogued Type Editor

Create and edit optional non-catalogued item types

Local System Administrator

Notifications / Action Triggers

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

Patrons with Negative Balances

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

All staff

Permission Tree Display Entries

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

Shelving Location Editor

Create and edit copy locations, also known as shelving locations

Local System Administrator

Shelving Location Groups

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

Local System Administrator

Shelving Location Order

Change display order of copy locations on Holds Pull list, also known as shelving locations

Local System Administrator

Statistical Categories - Item Editor

Create and manage optional categories for detailed item information

Local System Administrator

Statistical Categories - Patron Editor

Create and manage optional categories for detailed patron information

Local System Administrator

Surveys

Create patron surveys to be completed at patron registration

Local System Administrator

Transit List

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

All staff

Work Log

List the most recent transactions processed on the workstation

All staff

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