INSIGNIA TEXTBOOK MANAGER
HANDS ON TRAINING GUIDE
FOR
CORPUS CHRISTI ISD
Date: Aug 07-08/2013
INSIGNIA SOFTWARE CORPORATION
Insignia Textbook Management System Training Guide
Table of Contents
Welcome to Insignia Software ...................................................................................................................................3
Getting Started ..........................................................................................................................................................3
Objective: ...............................................................................................................................................................3
Important...................................................................................................................................................................3
Textbook Cataloging ..................................................................................................................................................4
Features .................................................................................................................................................................4
Objectives ..............................................................................................................................................................4
Circulation ..................................................................................................................................................................4
Features .................................................................................................................................................................4
Objectives ..............................................................................................................................................................4
Patrons.......................................................................................................................................................................4
Features .................................................................................................................................................................4
Objectives ..............................................................................................................................................................4
Reports ......................................................................................................................................................................5
Features .................................................................................................................................................................5
Objectives ..............................................................................................................................................................5
Hands-On .......................................................................................................................................................................6
Customization ............................................................................................................................................................6
Create Shortcut ......................................................................................................................................................6
Cataloging Textbooks.................................................................................................................................................6
Request Textbooks From Warehouse........................................................................................................................7
Receive Textbooks .....................................................................................................................................................8
Transferring Textbooks ..............................................................................................................................................9
Circulation ................................................................................................................................................................10
Checkout an item to a student ............................................................................................................................10
Checkout an item to a teacher or parent ............................................................................................................11
Mark an item Lost ................................................................................................................................................12
Collect or Waive Fine ...........................................................................................................................................13
Check in Items......................................................................................................................................................13
Patrons.....................................................................................................................................................................14
Add a Patron ........................................................................................................................................................14
Reports ....................................................................................................................................................................16
Print Common Reports ........................................................................................................................................16
Summary of Objectives ................................................................................................................................................17
Textbook Objectives ................................................................................................................................................17
Circulation Objectives ..............................................................................................................................................17
Patrons Objectives (District Office) .........................................................................................................................17
Reports Objectives ...................................................................................................................................................17
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Insignia Textbook Management System Training Guide
Welcome to Insignia Software
Thank you for choosing Insignia Textbook Management System for managing your textbooks.
This training will provide you the knowledge and the hands on experience to learn the key components of the
Insignia Textbook Management System so you can manage textbooks following the training.
Training format consists of lecture and then hands-on. Step by step instructions for tasks to be completed during
the hands-on are provided at the end. Please watch and learn how to use Insignia Textbook Management System.
You will have plenty of time to explorer Insignia Textbook Manager during the hands-on.
There is also a summary of task at the end of this document, so please make sure you can perform those tasks
before the end of this training.
If during the training if you have any question, please let me know.
Getting Started
Objective:
Get familiar with the interface and unique features of Insignia Textbook Manager. Login ids will be provided
during the hands-on exercise.
1. Navigating to ILS from a browser.
1.1. ILS URL: https://library.ccisd.us/ils
2. Creating a shortcut
3. Show Me:
3.1. Click on ShowMe button in a given interface to learn how to use it
4. Escape Key
4.1. To clear or close current screen
5. Login
5.1. Hide Navigator
6. Quick Toolbar
6.1. Any feature needed to manage textbooks is listed here
1.
2.
Place your mouse on the icon to see what it does
Everything you need to manage textbooks is accessible from these icons
Important
Whenever checkin textbooks or checkout textbooks, please make sure textbooks checked box is selected
Checkin
Checkout
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Make sure this is
checked
Insignia Textbook Management System Training Guide
Make sure this is
checked
Textbook Cataloging
Features
1.
2.
3.
4.
Cataloging textbooks
Printing textbook Barcodes
Request textbooks
Transfer textbooks
Objectives
1.
2.
3.
4.
Be able to add copies to existing titles
Be able to print barcodes
Be able to Request for textbooks from warehouse
Be able to transfer textbooks to warehouse
Circulation
Features
1.
2.
3.
4.
Check Out
Check In
Renew
Collect Fines
Objectives
1.
2.
3.
4.
5.
6.
7.
8.
Check out textbooks to a student
Check out textbooks to a class
Renew items from the checkout window
Add notes to a patron or an item
Mark a book as lost or claim Returned
Collect and waive fines
Renew items from the renew window
Check in a damaged item
Patrons
Features
1.
2.
Manage Patrons
Print Patron Barcodes
Objectives
1.
Update/Add patrons
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Reports
Features
1.
Predefined Reports for cataloging/circulation/patrons.
Objectives
1.
2.
3.
4.
Print key reports with different criteria.
Items in Circulation
Overdue Message
Create favorite report list.
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Insignia Textbook Management System Training Guide
Hands-On
To start using Insignia Textbook Manager
1. Start IE or Firefox.
2. Go to the insignia URL given above on page #4.
Customization
Create Shortcut
1.
2.
3.
4.
5.
Open a Browser
Go to the URL
Drag the URL link to the favorites bar in the browser
Right click on the icon to rename it to “ILS” and click Ok
Next time, simply click on the icon to start the ILS
Cataloging Textbooks
Step 3
1.
Click on the icon as shown below.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Select option Union and Show Kits
Specify the search criteria
Specify what you like to search for
Select the title
Click on Add Copy
Specify the quantity
Scan the barcodes one after another for that title
Click Ok
Click on Save
Step 4
Step 2
Step 2
Step 6
Step 5
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Step 8
Request Textbooks From Warehouse
1.
Click on the icon shown below
2.
3.
4.
5.
6.
7.
8.
9.
10.
Pick the options Union and Show Kits
Specify the criteria example by title, isbn, or group code
Specify what you want to search for
Select the checkbox on the left for the title you need
Give the request a name
Click on Request
Specify the quantity needed for each title
Click on Save, if you want to come back again later and add more titles
Click on Send Request
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Insignia Textbook Management System Training Guide
Step 3
Step 2
Step 4
Step 2
Step 8
Step 5
Step 9
Step 6
Step 10
Step 7
Receive Textbooks
1.
Click on the icon shown below
2.
3.
4.
5.
6.
7.
Click on Receive tab
Select the transfer name from dropdown list
Specify Circ Type and Location
Click on Receive
Or Scan all the barcodes
Click on Receive
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Step 2
Step 5/7
Step 4
Step 6
Step 4
Transferring Textbooks
1.
Click on the icon shown below
2.
3.
4.
5.
6.
7.
8.
Give it a name
Add any note you like to add
Pick library to transfer to
Pick Circ type and Location
Scan the barcodes of textbooks being transferred
If you like to specify a range, select checkbox Barcode Range and specify the range
When all barcodes have been scanned click on Transfer
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Insignia Textbook Management System Training Guide
Step 2
Step 4
Step 6
Step 6
Step 3
Step 7
Step 5
Circulation
Checkout an item to a student
1.
Click on the homeroom checkout as shown below
2.
3.
If your school is elementary select the homeroom from the dropdown list
If your school is middle or high school select the option Class
3.1. Then select the teacher name
3.2. Then the period or select a class
Click on a picture and scan the book barcode for all the textbooks for this student
Repeat above step for all the students
When finished Press Esc twice
4.
5.
6.
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Insignia Textbook Management System Training Guide
Step 2
Step 3
Checkout an item to a teacher or parent
1.
Click on the checkout as shown below
2.
3.
Make sure Textbook checkbox is selected
Enter few letters of patron’s last name then space and then few letters of their first name and press enter
or just scan their barcode.
Scan the textbook barcode
When done checkout out all textbooks, press Esc
4.
5.
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Insignia Textbook Management System Training Guide
Step 3
Step 4
Step 2
Mark an item Lost
1.
Click on the icon as shown below
2.
Enter few letters of patron’s last name then space and then few letters of their first name and press enter or
just scan their barcode.
Select the checkbox adjacent to the title to be marked lost
Click on Lost.
3.
4.
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Step 2
Step 3
Collect or Waive Fine
1.
Click on the icon as shown below
2.
Enter few letters of patron’s last name then space and then few letters of their first name and press enter or
just scan their barcode.
Click on Collect Fines tab.
Select the checkbox adjacent to the items for which fines is being collected or waived.
Click on Collect or Waive button.
Specify the amount collected or waived.
Click Ok.
3.
4.
5.
6.
7.
Check in Items
1.
Click on the icon shown below
Step 3
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Step 2
Step 4
2.
3.
4.
Make sure Textbook checkbox is selected
Scan the barcodes one after another
To check in the damaged book, select the “Check in Damaged textbooks” checkbox
4.1. Scan the barcode.
4.2. Specify a fine, a new location, and comments if needed.
4.3. Click on the checkin button.
Patrons
Add a Patron
1.
Click on the icons as shown below
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Insignia Textbook Management System Training Guide
Step 4
Step 4.1
2.
3.
4.
Search for the patron by last name to make sure it does not exist
If no match is found select the union option and search again
4.1. If a match is found, select the student/staff, and click on Change Library
5. If a match is not found, click on New
6. Enter First and Last Name, leave barcode blank
7. Specify Group
8. Specify Circ type
9. Specify any other information you have
10. Click Save.
Step 6
Step 7/8
Step 7/8
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Insignia Textbook Management System Training Guide
Important:
The checkbox at the bottom left should only be checked for staff who will manage Insignia.
Reports
Print Common Reports
1.
2.
3.
4.
Click on menu Reports > Circulation tab or click on
in the Quick Toolbar.
Select “Items in Circulation” for a List of overdue textbooks.
2.1. Select the parameter from the right.
2.2. Click on Preview.
Select “Overdue Message” to generate overdue letters.
Select Items on reserve for reserve list.
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Insignia Textbook Management System Training Guide
Summary of Objectives
Textbook Objectives
1.
Add holdings to existing textbook titles
Circulation Objectives
1.
2.
3.
4.
Checkout textbooks for a student/staff
Mark a book as Lost or Claim Returned
Collect/waive fine
Checkin a damaged item
Patrons Objectives (District Office)
1.
Add Patrons
Reports Objectives
1.
2.
Print key reports with different criteria
1.1. Overdue List
1.2. Overdue Messages
Create Favorite report list
Thank you for choosing Insignia and please calls us or email us if you have any question.
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