Page 4 - M5 User Guide

Table of Contents
Using My Account ....................................................................................................................86
Kids OPAC ...............................................................................................................................88
Using the Catalog ................................................................................................................................91
Bib Records (Add, Duplicate, Edit, Add from Z39.50) ...................................................................92
Holding Records (Add, Edit) ..........................................................................................................97
Patron Records (Add, Duplicate, Edit, Delete) ............................................................................101
Custom Record Templates ..........................................................................................................105
Advanced Cataloging Tools ...............................................................................................................106
Importing Records ........................................................................................................................107
MARC Records ......................................................................................................................109
Delimited Records ..................................................................................................................113
Fixed Width Records .............................................................................................................116
Exporting Records ........................................................................................................................119
Using ISBN/ISSN Fetch ...............................................................................................................121
Using Find and Replace ..............................................................................................................122
Using Circulation ................................................................................................................................126
Circulation Features .....................................................................................................................127
Setting Up the Schedule ..............................................................................................................130
Conducting Transactions ..............................................................................................................138
Using the Transaction Menu ..................................................................................................139
Searching for Item or Patron .................................................................................................141
Viewing Patron and Items ......................................................................................................142
Loaning Items .........................................................................................................................143
Returning Items ......................................................................................................................145
In-House Circulation ...............................................................................................................146
Changing an Item's Due Date ...............................................................................................147
Recording an Item as Lost or Damage .................................................................................148
Recording an Item as "Claimed Returned" or "Claimed Never Had" ....................................149
Renewing a Loan on an Item ................................................................................................150
Reserving or Holding an Item ................................................................................................151
Booking an Item .....................................................................................................................152
Processing Patron Fines ........................................................................................................154
Using Self-Check and Self-Return .........................................................................................156
Using Library Transactions Mode ..........................................................................................157
Changing the M5 System Date ...................................................................................................159
Using the Report Generator ..............................................................................................................160
Using Inventory ..................................................................................................................................163
Overview .......................................................................................................................................164
Setup ............................................................................................................................................165
Conducting Inventory ...................................................................................................................166
Statistics .......................................................................................................................................168
Minimum System Requirements ........................................................................................................169
Appendix .............................................................................................................................................170
Releases .......................................................................................................................................171
5.1- July 2016 ........................................................................................................................172
5.2- December 2016 ..............................................................................................................174
5.2.0.3- January 2017 ............................................................................................................176

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