Customization Manager Basics


This workshop will review the basics that you need to understand the Customization Manager including navigation, updating keys and adding table records.

Details

Author
John Brunswick
Subjects
Customization Manager, Intermediate
Products
ILLiad
Duration
1h 5m 19s
Created
January 24, 2014
Updated
July 27, 2017

Customization Manager

Intro
1m 23s
What is the Customization Manager?
1m 19s
How Do I Access the CM?
3m 52s
How Do I Navigate the CM?
4m 47s
How Do I Make Changes?
3m 36s
Contact Information
1m 35s
Document Delivery
1m 33s
Z39.50 Tab
1m 47s
Email Templates and Server Addons
3m 24s
Good Practices
1m 6s
For More Information
0m 41s

Borrowing Settings in the CM

Billing and Cancellations
1m 39s
Check In and Direct Request
1m 3s
Electronic Delivery
1m 23s
Email
1m 33s
Overdues
1m 6s
Printing
1m 15s
Renewals and Searching
1m 28s

Lending Settings in the CM

Billing and Cancellations
2m 41s
Conditionals and Import Queues
1m 49s
Renewals and Overdues
0m 58s
Printing and Searching
2m 21s

Odyssey Basics

Coversheets and Defaults
1m 51s
Email and Trusted
2m 42s

System

Custom Queues and DOCLINE
1m 45s
Email
1m 47s
General
2m 9s
OCLC
2m 14s
Routing
2m 13s
System Billing
1m 36s

Web Interface

Authentication and Defaults
1m 16s
General and Labels
1m 17s
Limits and Open URL
0m 56s
Renewals and Status Lines
1m 19s
System, Validation, and Web Circulation
1m 55s