KnowAll Matrix Help Centre
Menu
Home
Contact the Support Team
How can we help?
Search For
Search
Help Topics
Getting Started
Setting up the Finance and Acquisitions Module
How to catalogue online resources
General
How to Contact Bailey Solutions Support Team
Where are Our Offices Located?
How to view your subscription details and check the number of user licences you have purchased
How to add Icons and Colour to Media Types
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
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
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
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)
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
Reports
How to generate OPAC usage statistics and reports
How to create and print Catalogue reports
How to create and print borrowing/loan reports
How to view a list of items that have never been loaned
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
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
Copyright and Legal
How Bailey Solutions meets GDPR requirements for personal data held in your hosted KnowAll Matrix
How Bailey Solutions meets GDPR requirements for your personal data held in our systems
Our Privacy Policy
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
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
Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT
Loading Comments...
Write a Comment...
Email (Required)
Name (Required)
Website