How can we help?
Help Topics
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OPAC
- How to switch the ‘NEW!’ badge off/on for new titles
- How to change the welcome message on the home page for library users
- How to add/maintain Useful Links on the Home Page
- How to configure your OPAC Home Page layout
- How to add/maintain Notifications on the Home Page
- How to access the Check-In/Check-Out function
- How to change permissions for menu items in KnowAll Matrix
- Configuring the Check-In/Check-Out screen
- How to add custom data fields for title records
- How to block anonymous access to your system
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Library Admin General
- Overview of setting up and using keyword hierarchies
- How to print to different label sizes
- How to reset a user’s password
- Overview of Authority Lists in KnowAll Matrix
- How to view and change classifications for personal data
- How to print or export user data from KnowAll Matrix
- How to change the fields available when adding/editing users
- How to add custom data fields for title records
- How to add new classmarks / shelfmarks
- Overview of adding, editing, and deleting keywords for titles and users
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Catalogue
- How to enable or disable scannable barcodes on book labels
- How to switch the ‘NEW!’ badge off/on for new titles
- Configuring AutoCat
- Configuring KnowAll Matrix to use pre-printed barcode labels
- Overview of setting up and using keyword hierarchies
- Deleting and restoring records using Deleted Items
- How to add custom data fields for title records
- How to add new classmarks / shelfmarks
- Overview of adding, editing, and deleting keywords for titles and users
- Adding Classmarks / Shelfmarks to Titles
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Copies
- How to remove a user from all circulation lists for serials
- Overview of the catalogue structure in KnowAll Matrix
- How to add additional copies to existing titles in KnowAll Matrix
- How to add items to your New Titles list
- How do I set-up ‘Permanent Loans’ / add a new location in KnowAll Matrix?
- Deleting Title, Copy and Copy Item records
- How to add electronic documents to catalogue records
- How to add multiple Copies to Title Records
- How to update Copy Status information
- Searching for copies (admin)
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Loans
- How to access the Check-In/Check-Out function
- Configuring the Check-In/Check-Out screen
- How to configure loan notices in KnowAll Matrix
- How do I set-up ‘Permanent Loans’ / add a new location in KnowAll Matrix?
- Viewing a list of current loans – overall and by borrower
- How to add a new loan
- How to create a Reservation
- How to enable and configure Reservations functionality
- How to view and edit Blocked Loans
- How to retrieve a list of overdue loans/users with overdue loans
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Acquisitions and Finance
- Adding and editing Account Years
- Adding and Editing Budget Codes
- Adding and Editing Currencies
- Adding and Editing Order Categories
- Setting and Updating Annual Budget Allowances
- Setting up and Editing Signatures for Email Templates
- Adding and Editing Email Templates
- Creating an Order for a New Title
- Adding Titles to a Draft Order
- Overview: Editing, Sending, Receiving and Cancelling Orders
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Serials Management
- How to remove a user from all circulation lists for serials
- How to replace one user with another on all circulation lists for serial titles
- How to create and edit circulation list review memos
- How to add/edit frequency options for serial titles
- Adding and Editing Email Templates
- Creating a Retrospective Order
- Adding and editing Frequencies
- How to Review Predicted Subscription Issues or Parts
- Creating a Subscription using the Subscription Wizard
- Using Quick Check-In
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Users
- Adding and editing Library Users
- Making bulk changes to Library User accounts
- How Bailey Solutions meets GDPR requirements for personal data held in your hosted KnowAll Matrix
- How to view and change classifications for personal data
- Logging in to KnowAll Matrix
- How to remove a user from all circulation lists for serials
- How to replace one user with another on all circulation lists for serial titles
- How to reset a user’s password
- How to view and change classifications for personal data
- How to print or export user data from KnowAll Matrix
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Configuration
- How to view and change classifications for personal data
- Accessing and changing configuration settings in KnowAll Matrix
- How to enable or disable scannable barcodes on book labels
- How to switch the ‘NEW!’ badge off/on for new titles
- Configuring AutoCat
- How to change the welcome message on the home page for library users
- Configuring KnowAll Matrix to use pre-printed barcode labels
- How to set up the ‘from’ email address in KnowAll Matrix
- Overview of setting up and using keyword hierarchies
- Accessing and changing styling settings in KnowAll Matrix
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