Navigating the Staff Client
Main Screen “Portal”
The main screen has three different navigation areas.
At the top, the text menus are the most complete. If you click on, or hover over, them, a drop-down menu for the various functions in that area appears.
The set of buttons underneath the text menus are some of the most commonly performed staff functions. You can click on the button directly, or click on the small arrow next to each to get a drop-down menu.
Both of these navigation types are always visible.
The lower, larger area is the main portal page, and shows up when you first login, and any time you open a new tab. There are three columns, with some of the most common functions for Circulation and Patrons, Search and Cataloging, and Administration.
Tabs
You can use tabs to have several pages open at the same time. Tabs appear below the button bar in the staff client window. To open a new tab, simply click on the “+” sign next to the existing tab(s), or go to File New Tab, or use the keyboard command Ctrl+T. Each new tab is labeled with a number and defaults to the main portal page, so is labeled “Portal”. When you click on a new tab you have opened, then click on another function, it will open in the new tab and the label will change to whatever function you have chosen.
Default behavior is to open new functions in the active tab, which will replace whatever you previously had open in that tab, possibly resulting in unsaved work being lost.
To close tabs, click on the small black X at the top right, under the Toggle Hotkeys button. Do NOT click the red X at the very top right, or you will close the whole window and lose any unsaved information in any of your tabs.
OPAC Search in the Staff Client
To search the catalog from the staff client, you can click on the Search Catalog button in the button bar, use either the Search or the Cataloging text drop-down menus and choose Search the Catalog, or use the F3 keyboard shortcut. These choices all default to the Advanced Search screen. You can also use the Search shortcut in the Item Search and Cataloging column on the portal page to do a keyword search. To make the font size of the catalog pages bigger, use the keyboard command, CTRL and + together. To make it smaller, use CTRL and – together. To restore the default font size, use CTRL with 0 (zero).
You search the catalog in the same way you do in the public OPAC. The only differences are that you may see bib records that do not show up in the public catalog—those with no items attached, most often. Your detailed item display also contains more information than in the public catalog, including age-based hold protection, create date of the record, and an option to place copy- or volume-level holds. You will also see a Record Summary at the top of the detailed item display, with a little more cataloging information.
Last Updated: April 10, 2015Page 1 of 4All 2 - Navigating the Staff Client