Atriuum Training Manual

Table of Contents 

Overview ..................................................................................... 2 

Log On ..................................................................................... 3 

Top Menu Bar .......................................................................... 4 

Left column ...................................................................................... 4 

Accessing On-Line Help .............................................................. 4 

Administration .......................................................................... 5 

Library Administration .......................................................................... 6 

Worker Records .......................................................................... 6 

Worker Groups .......................................................................... 7 

Workers ..................................................................................... 7 

E-mail Settings ..................................................................................... 8 

Library Settings ..................................................................................... 9 

User Defined Fields .......................................................................... 11 

Machine Settings .......................................................................... 12 

Worker Settings .......................................................................... 14 

Worker Settings - Circulation Settings ................................................... 14 

Worker Settings - Circulation Desk Settings ....................................... 17 

Worker Settings - Item Settings .............................................................. 19 

Worker Settings - Report Settings ................................................... 20 

Downloads ..................................................................................... 21 

Catalog Administration .............................................................. 22 

Item Classes ..................................................................................... 22 

Item Classes - Changing and/or Adding An Item Class Category ............. 23 

Condition ..................................................................................... 24 

Study Programs .......................................................................... 25 

Vendors ..................................................................................... 26 

Vendors - Adding A Vendor .............................................................. 26 

Vendors - Editing or Deleting A Vendor ....................................... 27 

Catalog Settings .......................................................................... 29 

Quick Cataloging (Z39.50) Settings ................................................... 32 

Patron Administration .......................................................................... 34 

Patron Circulation Class .............................................................. 34 

Patron Report Class .......................................................................... 37 

Circulation Administration 

...............................................................39 

Circulation Rules .......................................................................... 39

Circulation Settings .......................................................................... 42 

Circulation Settings - Receipt Settings ................................................... 47 

Circulation Settings - Printed Circulation Transactions ............................ 49 

Circulation Settings - Self Check Settings ........................................ 51 

Due Date Calendar - Setup ............................................................... 54 

Due Date Calendar - Default Closed Days ............................................. 57 

OPAC Administration .......................................................................... 59 

OPAC Settings ..................................................................................... 59 

Custom OPAC Links .......................................................................... 68 

Library Information .......................................................................... 70 

News And Messages .......................................................................... 71 

SURFit ..................................................................................... 72 

Customizing Atriuum’s OPAC Theme ................................................... 76 

OPAC Theme Options .......................................................................... 77 

Patrons Menu .......................................................................... 85 

Add Patron ..................................................................................... 86 

Edit Patron ..................................................................................... 90 

Print Form Letters .......................................................................... 91 

Print Patron Barcodes .......................................................................... 93 

Reclassify Patron .......................................................................... 96 

Catalog Menu .......................................................................... 99 

Quick Cataloging ....................................................................... 101 

Using eZcat with Atriuum ............................................................ 105 

Edit Item ................................................................................... 111 

Importing MARC Records ............................................................ 117 

Print Item Barcodes ....................................................................... 119 

Print Item Barcodes - Customizing Item Barcode Labels ........................ 119 

Print Item Barcodes - Queuing Barcodes ..................................... 121 

Print Item Barcodes - Printing Queued Barcodes .......................... 121 

Print Item Barcodes - Aligning Your Printer ..................................... 122 

Print Spine/Pockets ....................................................................... 123 

Print Spine/Pockets - Customizing Spine and/or Pocket Labels .............. 123 

Print Spine/Pockets - Queuing Spine and/or Pocket Labels .............. 123 

Print Spine/Pockets - Printing Queued Spine and/or Pocket Labels ........ 124 

Print Spine/Pockets - Aligning Your Printer ..................................... 125 

Reclassify Items ....................................................................... 126

Circulation Menu ....................................................................... 129 

Circ Menu - Check Out ............................................................ 131 

Circ Menu - Check In ....................................................................... 133 

Circ Menu - Renew ....................................................................... 134 

Circ Menu - Reserve ....................................................................... 135 

Circ Menu - Mark Lost ....................................................................... 136 

Circulation Desk ....................................................................... 138 

Circ Desk - Renew ....................................................................... 140 

Circ Desk - Reserve ....................................................................... 140 

Circ Desk - Mark Lost ............................................................ 141 

Self Check Module ....................................................................... 142 

Self Check Out ....................................................................... 143 

Self Check In .................................................................................. 145 

Reports Menu ....................................................................... 147 

Patrons With Items ....................................................................... 148 

Holdings Summary ....................................................................... 149 

Customize and Save Report Templates ..................................... 150 

Access Saved Report Templates ................................................ 151 

Menu Reports .................................................................................. 152 

Other Reports .................................................................................. 155 

Statistical Reports ....................................................................... 161 

Filtering Reports ....................................................................... 164 

Appendix .................................................................................. 171 

Comments/Suggestions ........................................................... 172 

Computer Skills ....................................................................... 173 

Creating a Shortcut to Atriuum ................................................ 174 

Browser Configuration ...................................................................................... 175 

Media Icons .................................................................................. 180 

Special Barcodes for Cordless Linear Imager ..................................... 182 

Special Barcodes for Circulation ................................................ 183 

Index ............................................................................................. 184

Overview 

Tips: 

Use this Guide as a 

refresher and as a 

Reference after your initial 

Atriuum training. 

Notes: 

Overview 

Welcome to Atriuum, Book Systems’ web-based integrated library automation solution. 

We believe that you will benefit by referring to this Guide as a refresher after your initial 

Atriuum training session. During your training session, please take notes and jot down 

specific questions to help you gain the most after the session is over. Your instructor will 

accept your written questions and respond to them during the last half of the session. 

An Index is provided at the end of this document. 

First, let’s look at what these Instructions are intended to do. 

They are intended to: 

• Reinforce your acquaintance with: 

º º Log On and Log Off 

º º Top Menu Bar and Left Column 

º º Accessing On-Line Help 

º º Administration 

º º Patron Entry 

º º Communicating Using Patron Form Letters 

º º Circulation (Check Out and Check In) 

º º Cataloging (Quick, Manual and Using eZcat) 

º º Reports 

• Remind you of some general principles to facilitate navigation of Atriuum. 

Specific information referenced in these Instructions may vary because you 

are making changes to your database. You are utilizing your library 

database in your training session; therefore things you learn today that 

result in changes are being posted dynamically to your library database. 

• Refresh your training in your “Go Live” encounter with Atriuum at your library. 

You will begin using Atriuum for real as you manage the transactions in your 

library. This document provides step-by-step instructions to specific functions 

that you will use regularly in the operation of your library. 

Second, let’s look at what these Instructions are not intended to do. 

They are not intended to: 

• Be equivalent to a full-scale training event. 

• Provide a comprehensive look at all that Atriuum can do for you. 

• Provide answers to all questions that you may have at this time. 

Following your initial training, you may want to repeat the procedures using your 

notes and these Instructions to pursue your own interests. Additionally, you may want 

to explore some options that are not addressed in this document nor were addressed 

completely in your training session. 

Let’s access Atriuum via your browser address line as we did during your initial training. 

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• Type the following text http://____________________________________ 

into the address line ofyour browser and press Enter. 

Example: 

A list of all libraries appears. To log on to your library, first go to the bottom of the list. 

• To do so, press End (key) on the keyboard. 

• Then click Librarian Log On (blue text) below the library names. 

Tips: 

Did you know 

To go to the bottom of the list 

or page quickly 

Press 

Overview 

• Finally, click Log On (blue text) next to your library name. (You may have to 

scroll to see it in the list.) 

The Log On dialog appears. 

Notes: 

• Type your Username and Password in the respective fields. 

[For the training session, your Username was librarian and the Password 

was admin. It should be different after your training because you were 

instructed to edit it with your own Username and Password thus disabling 

librarian and admin during the training session.] 

• Click Log On (button); OR press Enter. 

www.booksys.com 3

Overview 

Tips: 

The Quick Cataloging field 

accepts 10- or 13-digit ISBNs. 

Scan the publisher printed barcode 

or type and click Add (button) to 

“quick” catalog an item. 

You can lookup items by Title 

using the Barcode field in the 

Item Lookup panel of the left 

column. 

Atriuum’s On-Line Help is context 

sensitive and it is your best resource 

for information regarding Atriuum 

and its features. It is updated 

frequently and can provide you with 

vital information about new features. 

Notes: 

Atriuum’s initial screen contains a Top Menu Bar which consists of six library task 

menus located between, OPAC … Help. 

The left column displays the Worker Log On section 

and forms for Quick Cataloging, Item Lookup and 

Patron Lookup. Each panel can be collapsed or 

expanded by clicking on the up or down arrows 

in the top right corner. 

Notice: The name of the library that you logged 

into for this session is displayed in the Worker Log On 

section in the left column. 

Quick Cataloging is for expedited lookup and the 

cataloging of items by ISBN. 

Item Lookup is a quick item lookup by Keyword or 

Barcode. 

The Keyword field takes you from the results 

to the Bibliographic record in the cataloging 

screen. 

The Barcode field takes you to the Review 

Item screen to see the Item and Copy Status, 

in addition to whether it is on reserve or fines 

are owed on this material by a patron. 

Patron Lookup is a quick patron lookup by 

Name / Barcode. It takes you to a page that gives 

you a summary of that patron’s information and 

links to other forms related to patron functions. 

Accessing On-Line Help 

Atriuum has context sensitive help topics. Access 

it by clicking Help on the Top Menu Bar. 

We encourage you to use the Help menu anytime to 

assist you in understanding Atriuum and its features. 

Additionally, we encourage you to communicate 

with your colleagues because they understand your 

library environment. 

In addition to the On-Line help, an electronic 

User’s Guide is available in the Downloads area 

of Library Administration. PDF’d documents are 

updated approximately two times a year. On-line 

Help is updated regularly and is your best resource 

for information on new features. 

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Administration

Library Admin 

Tips: 

Configure each area of 

Atriuum via the menu option 

under Administration on the 

Top Menu Bar. 

Administrative configuration helps 

ensure consistency in Atriuum. 

Notes: 

Administering Atriuum 

Atriuum is easy to administer. There are a variety of 

configuration options that are available for customizing 

how each worker interfaces with the program. The 

Administration menu consists of 5 different areas: 

Catalog, Circulation, Library, OPAC and Patrons. The 

options that you select initially in each Administration 

area will facilitate the management of your library. 

Making the initial selections may seem tedious while 

you are doing it; however, it allows you to configure 

Atriuum to match the operation of your library. 

Be patient, thorough and think through each option as 

you make your choices. 

Library Administration 

The Library option on the Administration menu 

takes you to the Library Administration area that 

contains links appropriate to important features, 

functions and settings. Decisions made in this area 

apply to the entire Atriuum application. 

Descriptions and illustrations follow to assist you 

in making the right decisions for your library 

environment. 

• Click Administration on the Top Menu Bar. 

The Administration menu options are 

extended below the Top Menu Bar. 

• Click Library from the menu options. 

Worker Records 

Worker Records are configured and maintained by a library administrator. Library 

administrators can identify each worker and assign permissions of what the worker is 

allowed to do when logged into Atriuum. Worker Records are divided into two areas: 

List of Worker Groups and List of Workers. 

Note: A Username, Password and definitive permissions should be established for 

each library worker. 

For example, you can limit workers to only check in and check out or give them access 

to even more functions. Administrative privileges, such as overriding check out limits, 

configuring worker records, etc., can be restricted to the librarian and/or key library staff. 

Atriuum groups permissions according to type. You can enable Patron and/or Circulation 

Related Permissions, but restrict Administrative or Supervisor permissions. 

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The Administration menu options are extended below the Top Menu Bar. 


• Click Worker Records. 

Worker Groups 

Adding workers and defining their respective permissions individually can be time 

consuming, so Atriuum offers a way to create Worker Groups. If several workers have 

the same permissions, then creating a Worker Group with preset permissions will save you 

time in assigning worker privileges as you add new workers. 

• In the List of Worker Groups area click the Add New Worker Group (button). 

• Type Admin in the Group Name field. 

• Click Select All (button) to give full permissions to this group. 

• Click Add (button). 

Note: Create as many Worker Groups as you need, but remember that Worker Groups 

can’t be deleted; they can only be edited (modified). 

Tips: 

Create Worker Groups when more 

than one worker has the same 

permissions for operating 

Atriuum. 

Use Worker Groups to quickly 

assign all workers with the same 

permissions to their respective 

group. 

Notes: 

Worker Records / Groups 

Workers 

Each library worker will need a Username, password, and permissions. Permissions 

define each worker’s authority to access information and/or change database records. 

Most workers will be assigned specific permissions. Let’s add a Worker. 

Creating A New Worker 

Note: Atriuum is delivered with several 

pre-configured Usernames, i.e., 

PatronWorker, bsi_install, conversions, 

librarian, patronimport, selfcheckin, 

selfcheckout, and trainer. Please don’t 

disable any of these Usernames. 

• Click Add New Worker (button). 

• Type the Username of the new worker in the Username field. 

• Press Tab. 

• Type the Password of the new 

worker in the Password field. 


• Retype the Password in the Verify field. 

www.booksys.com 7

E-mail Settings 

Tips: 

Did you know 

Atriuum can e-mail notfications 

(overdue, reserve notices, etc.) to 

patrons. All you have to do is fill in 

the Sender’s E-mail Address. 

Notes: 


• If applicable, select the appropriate Worker Group from the drop down list; 

otherwise, leave “None” selected and continue to the next step. 

Note: If you choose to select a Worker Group for the new worker, you don’t 

need to specify the permissions because they are automatically assigned by 

the Worker Group; simply click Add after making the appropriate selection. 

• Decide about this worker’s permissions: 

º º To set this worker up with full permissions, click Select All (button). 

º º To limit this worker’s permissions, 

click the desired checkbox(es) in the 

Enabled column in each section 

as it applies to this worker. 

Note: Should you choose to limit worker permissions, make sure that you 

enable Log On in the Special Permissions section. 


Note: Workers can only be disabled, not deleted. When disabled, they will 

not appear in the List of Workers. 

If someone isn’t employed and/or doesn’t volunteer to work in the library 

anymore, simply click Disable in the Action column, of the List of Workers 

section, next to the appropriate Username to prevent them from logging 

into Atriuum. 

E-mail Settings 

Atriuum can e-mail overdue notices, reports, etc. Define the library’s return e-mail 

address on form letters (such as overdue notices, reserve notices, etc.) and other 

information (such as overdue list, etc.) sent electronically to your patrons. 




• Click E-mail Settings. 

• Type the E-mail address of the 

person responsible for sending electronic library communication in the 

Sender E-mail Address field. 

• Click Save Changes (button). 

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Library Settings 

Library Settings are global settings in 

Atriuum meaning that they apply to 

various parts of Atriuum, i.e., OPAC, 

reports, cataloging, etc. 

Additionally, links are provided for 

configuring the other 4 Settings of the 

Administration area: Catalog, Circulation, 

OPAC, & Patron. 




• Click Library Settings. 

• Read through the chart below. Select radio buttons or type entries as necessary. 


Successful change to settings will be indicated in green text, 

“Settings Saved Successfully.” 

Setting / Definition / Image 

Action 

Tips: 

Library Settings in Atriuum have a 

global effect in the OPAC, Reports, 

Catalog, etc. 

Refer to the definition and images 

for each setting and apply each 

setting to meet your library’s 

needs. 

Notes: 


Setting: 

Library Name 

Definition: 

The name entered will display at the top of the OPAC 

pages and in the Worker Log On panel. 

Type the name of your 

library. 

Screen Images: 

OPAC Example: 

Worker Log On Example: 

Note: If the name of your 

library changes, you can 

change it accordingly here. 

Setting: 

Max Report Results Per Page 

Definition: 

Everytime you create a report, this number of results will 

display on the page. 

Screen Image: 

Change the number if you 

do not want the default 

number of 60 results to 

display on a page. 

www.booksys.com 9


Tips: 

Did you know 

Patron pictures can be imported into 

Atriuum. Additionally, you can 

add pictures to patron records 

manually. 

If you choose, Atriuum can supply the 

“next available” barcode number. 

Verify the number as you attach 

barcodes to the items. 

Notes: 

Setting: 

Display Links Instead Of Pictures 

Definition: 

With Atriuum, you can add pictures to patron records 

and select to view the picture, or to click a link that 

shows you the picture. 

Screen Images: 

With Picture Added: 

Setting: 

Default To Next Available Barcode 

Links Only: 

Definition: 

Choose this option to have Atriuum insert 

"next available" in the barcode field each time you 

add a patron or add holding(s) to an item. 

Screen Image: 

Default to Next Available Barcode: 

Click Yes, to display a link. 

Click No, to display a 

Patron picture. 

Click Yes, to use the default 

“next available.” 

Click No, if you prefer to 

type or scan your barcode 

into the field. 

Your Preferred Barcode: 

Setting: 

Translate Scanned Barcodes 

Definition: 

When scanning a barcode that has fewer digits than 

others that exist in your library database, Atriuum will 

convert it. For example, Atriuum will translate 1 to 

an 8-digit barcode, i.e., 00000001. 

Click Yes, If you want 

Atriuum to translate 

scanned barcodes. 

Click No, to accept the 

barcode as it was scanned. 

Setting: 

Collect Log On History 

Definition: 

History reports track which workers log on and off over a 

designated period. 

Screen Image: 

Log On History: 

Click Yes, If you want 

Atriuum to collect log on 

history. 

Click No, to not keep 

track of log ons. 

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User Defined Fields 

Atriuum provides User Defined Fields 

so you can customize field label names 

in the cataloging and patron entry 

screens to better fit your library. 

Newly-defined names are global 

changes and are inserted automatically 

into Atriuum forms, report columns, and/or drop down lists on Filter dialogs. 




• Click User Defined Fields. 

• From the row of the User Defined Field you wish to change, click Edit in 

the Action column. 

• Type the New Name in the 

New name for ‘the one you’re 

changing’ field. 

• Click Save (button). 

Tips: 

User Defined Fields allows you to 

customize field label names on 

cataloging and patron entry 

screens to fit you library 

environment. 

Notes: 

User Defined Fields 

www.booksys.com 11

Machine Settings 

Tips: 

Machine Settings are not global - 

they are specific to the computer on 

which they are set. 

Read the setting information and 

take the appropriate actions for 

your library. 

Notes: 


Machine Settings allow you to make changes that apply only to the current machine: 

º º enable the machine as a Self Check Station and choose its lookup mode 

º º change the appearance and specify the refresh time of your OPAC pages 

º º allow ComPeer on this machine 

º º change the font size for printing circulation receipts 

Other settings, in contrast, are global. For example, if you want to change the 

appearance of the OPAC pages for all your library’s computers, you would change 

the settings under Administration | OPAC | OPAC Settings. 

Changes to local machine settings apply only to the computer you’re working on 

and the browser you’re using. The browser creates a file called a cookie, which 

remembers settings for a particular page you’ve visited. If you make changes to 

your Machine Settings while using Microsoft Internet Explorer, they won’t apply to 

Mozilla Firefox or Netscape Navigator. You’ll need to change Machine Settings for 

the browsers that are used regularly on this machine. 

Note: The steps below change only the settings for the machine you’re working on now. 




• Click Machine Settings. 





Setting 

Setting: 

Assign This Machine As A Self Check 

Station 

Action 

Click No if this machine will not be used as 

a self check station. 

Click Check Out Station if this machine will 

be used as a check out station; OR 

Click Check In Station if this machine will be 

used as a check in station. 

Note: if you select No, then you can do both 

on the same machine. 

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Setting: 

Self Check Out Patron Lookup Mode 

Image: 

Class Button: 

Barcode: 

Setting: 

OPAC Theme For This Machine 

OPAC Themes: 

Click Choose By Class if this machine will 

identify patrons by their Patron Report 

Class; OR 

Click Scan Barcode if this machine will 

accept barcodes (from a Scanner, 

Fingerprint Reader, or typed with a 

Keyboard or input via a Touch Screen 

monitor) for patron identification. 

By default, the Use Circulation Setting 

radio button is selected to use your 

preselected Self Check Station Setting. 

Note: If you select Choose By Class or Scan 

Barcode, it may override the Check Out 

Patron Lookup Mode: Circulation Setting. 

To use one method for all machines in your 

library, click Use Circulation Setting and then 

select a global default from Administration 

| Circulation | Circulation Settings. 

To change the default, click the drop 

down list (button) to view a list of theme 

choices. Click your choice to select it 

from the list. 

Tips: 

Did you know 

You can enable Self Check Out and 

Self Check In on specific computers in 

your library. 

Select specific OPAC themes for 

various computers or select one of 

them for all computers. 

Notes: 


Setting: 

Max Wait On OPAC Pages Before 

Refresh 

Refresh Selection: 

Enter seconds (numeric value) that you 

want Atriuum to allow before refreshing 

the OPAC home page. After the 

specified period OPAC will refresh back 

to the home page. Without a value 

in this field, Atriuum’s OPAC doesn’t 

refresh. 

Setting: 

Allow ComPeer On This Machine 

ComPeer Selection: 

Click Yes, to simultaneously search 

another participating library’s database 

on the OPAC of this computer. 

Click No, to use the default ComPeer 

Setup. 

Setting: 

Circulation Receipt Font Size 

Receipt Font Size Selection: 

Change the number if you don’t want the 

default receipt font size of 8. 

www.booksys.com 13

Worker Settings 

Tips: 

Did you know 

Each Worker can choose their own 

Worker Settings. 

Additionally, they can choose 

the text-based Circulation Menu 

or the graphical interface of the 

Circulation Desk. 

Notes: 


All workers can use this page to set their individual preferences for how they interface 

with Atriuum in the areas of Circulation (including the Circulation Desk), Cataloging 

and Reports. 




• Click Worker Settings. 





Note: These settings only apply to the worker currently logged on. 

Circulation Settings 


Setting: 

Use Circulation Desk 

Action 

Definition: 

The Circulation Desk provides a graphical interface for 

workers who prefer working with icons. 

The Circulation Menu interface is a text-based screen. 

Images: 

Circ Desk: 

Click Yes, to use the 

Circulation Desk form. 

Click No, if you prefer 

to use the text-based 

Circulation Menu. 

Circ Menu (Text-Based): 

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Setting: 

Use Batch Check Out 

Definition: 

Batch Check Out queues scanned barcodes for items 

being checked out. You must click the Check Out 

button or scan “Check Out” (special barcode) after 

you’ve scanned all item barcodes to complete the 

transaction(s). 

Single Check Out completes each check out transaction 

upon scanning the barcode. Single Check Out doesn’t 

queue items; each is processed individually. 

Image: 

Batch Check Out: 

Note: Both settings apply to the worker that uses the 

Circulation Menu interface, not the Circulation Desk. 


Batch Check Out form. 


use the Single Check Out 

form. 

Tips: 

If you chose to use the 

Circulation Menu interface, you 

have a choice of Batch or Single 

Step Circulation processes. 

Barcode numbers are queued for 

Batch Check Out and Batch Check 

In. This method requires 2-steps. 

When “Batch” is used, you 

process the queue by clicking the 

Check Out or Check In button to 

complete the group of 

transactions. 

Single Check Out and Single 

Check In (non-batch), completes 

each transaction immediately. 

Notes: 


Setting: 

Use Batch Check In 

Definition: 

Batch Check In queues up scanned barcodes for items 

being checked in. You must click the Check In 

button or scan “Check In” (special barcode) after 

you’ve scanned all item barcodes to complete the 


Single Check In completes each check in transaction 

upon scanning the barcode. Single Check In doesn’t 

queue items; each is processed individually. 


Batch Check In form. 

Click No, if you prefer 

to use the Single Check In 

form. 

Image: 

Batch Check In: 

Note: Both settings apply to the worker that uses the 

Circulation Menu interface, not the Circulation Desk. 

www.booksys.com 15


Tips: 

Did you know 

You can configure Atriuum to 

anticipate the next patron after a 

successful Check Out. 

Additionally, you can configure 

Atriuum to display abbreviated or 

full patron data. Toggle using the 

“More” button on the Circulation 

Screen. 

Notes: 

Setting: 

Set Up The Next Patron After A Successful Check Out 

Definition: 

You can configure Atriuum to clear the form (screen) 

anticipating the next patron after a successful check 

out. Patron information is automatically cleared in 

the Circulation Desk after you complete the check out 

transaction(s). Also, ESC (key) may be pressed at any 

time to clear patron data. 

Using the Circulation Menu, the cursor automatically 

displays in the New Patron Name / Barcode field, 

ready for you to scan the next patron’s barcode. 

Note: “No” is recommended for workers using the 

Circulation Menu interface. 

Setting: 

Display Less Circulation Info 

Definition: 

Configure Atriuum to display patron information in full 

or abbreviated form. Information is shown in abbreviated 

form unless you click the “More” button to see complete 

patron information. 

Click Yes, to instruct 

Atriuum to set up the Circ 

Desk for the next patron 

after a successful check 

out. 


click the Next Patron (button 

on the Circ Desk) or scan 

“Next Patron” (special 

barcode) for either 

circulation interface. 

Click Yes, to display brief 

patron information and 

additional circulation 


Images: 

Circ Menu button: 

Click No, to display full 

patron information. 

Circ Desk button: 

Setting: 

Open Circulation Links In A New Window 

Definition: 

Configure Atriuum to keep your original window open 

beneath the new window when you click a link related to 

Circulation, i.e., navigating to another topic or to change 

screens in the current window. 

Image: 

Link display (blue text): 

Click Yes, to open link in 

a new window. 

Click No, to open link in 

current window. 

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Circulation Desk Settings 

Note: These settings only apply to workers who are using the Circulation Desk interface. 


Setting: 

Automatically Close Check In/Check Out Pop Ups 

Definition: 

Configure Atriuum to automatically close Pop-up 

windows on the Circulation Desk after successful 

circulation transaction(s), i.e., checkin, checkout, etc. 

Image: 

Note: Error messages pop-up, awaiting worker 

decision, even when the “Yes” setting is chosen. 

Setting: 

Search By Patron Name After Barcode 

Action 

Click Yes, to 

automatically close 

successful Pop-up 

messages. 

Click No, to allow 

Pop-up messages, which 

the worker must close. 

Tips: 

Did you know 

You can configure Atriuum to have 

a collapsed list of the most recently 

used menu options. 

Configure Atriuum to 

automatically close pop-up 

windows after successful 

transactions. Or, each worker 

may choose to close the “pop-up” 

manually. 

Notes: 


Definition: 

Scan a patron barcode into the Barcode field on the 

Circulation Desk. When valid for a patron the patron data 

will be displayed. When no match is found, a pop-up 

provides the worker with additional lookup options, 

i.e., Patron Name. 

Image: 

Click Yes, to enable the 

Search By Patron Name via 

a pop-up option. 

Click No, to prevent 

alternate search via 

a pop-up option. 

Note: This option works best when patron and item 

barcode ranges are unique. 

www.booksys.com 17


Tips: 

Did you know 

Atriuum can be configured to 

perform an alternate patron search 

by Name following an 

unsuccessful patron barcode 

lookup. 

Unique ranges of Patron and Item 

Barcodes provide the best results 

for this scenario. 

Notes: 

Setting: 

Quick Reload of Last Patron 

Definition: 

Configure Atriuum to pull up the last patron’s record on 

the Circulation Desk. A Reload The Last Patron link displays 

next to the Patron Name field. Clicking this link reloads the 

previous patron’s information. 

Image: 

Setting: 

Expand Searches After Not Found 

Definition: 

Scan an item barcode into the Barcode field on the 

Circulation Desk. When valid for a item the item data 

will be displayed. When no match is found, a pop-up 

provides the worker with additional lookup options, 

i.e., Title, Subject, Author’s Name, or Call Number. 

Image: 

Click Yes, to reload the 

last patron for expedited 

checkouts to the same 

person. 

Click No, disable this 

option. 

Click Yes, to enable a 

pop-up with the additional 

search options. 


alternate search options 

via a pop-up. 

Note: This option works best when patron and item 

barcode ranges are unique. 

Setting: 

Clear Scanned Items After Reserve 

Definition: 

Configure Atriuum to keep item(s) in the Materials 

Entered queue on the Circulation Desk. Enabling this option 

makes for fast and easy reserves of the same item(s) to 

multiple patrons. Or, choose to have them removed 

(cleared from the screen) after reserving the item(s) to 

one patron. 

Click Yes, to remove 

scanned items from the 

Materials Entered queue 

after they are reserved to 

one patron. 

Click No, to hold the 

item(s) in the Materials 

Entered queue for reserving 

to multiple patrons. 

18 

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Setting: 

Show Scanned Materials At Top Of List 

Tips: 

Definition: 

Configure Atriuum to position items at the top of the 

Materials Entered queue of the Circulation Desk instead 

of the bottom. This option prevents scrolling to see the 

last scanned item in the queue. 

Click Yes, to display the 

most recently scanned 

item at the top of the 

queue. 

Configure Atriuum to show the most 

recent transactions at the top of the 

Materials Entered queue on the 

Circulation Desk Interface. 

Image: 

Setting: 

Number Of Materials Out To Display 

Definition: 

Specify the number of circulated items that will be 

displayed for a patron on the Circulation Desk. The default 

is set to 4. The additional items (above the default 

number) are viewable by clicking the “More” button. 

Image: 

Click No, to display the 

item at the bottom. 

Change the number 

to display if you want a 

default other than 4. 

You can determine the number of 

items to display before scrolling 

occurs. 


Note: It is recommended to 

keep this number set low. 

Notes: 


Setting: 

Display Most Recently Used Menu Selections 

Definition: 

Atriuum allows you to display only the most recently 

used menu options at the top of the menu bar options. 

Click the (chevron) at the bottom to display the 

entire menu. 

Image: 

Click Yes, to display only 

the recently used menu 

options. 

Click No, to display all 

menu options. 

Note: This feature is great for workers that are very familiar 

with all menu options. Not recommended for new workers. 

Item Settings 

Setting: 

Easy Cataloging 

Definition: 

Atriuum’s Add Item: Bibliographic Record and Edit Item: 

Bibliographic Record forms have two types of entry forms: 

Full or Easy Entry. (See page 100 for screen shots.) 

Note: Easy Entry is best for manual cataloging. 

www.booksys.com 19 


Easy Entry form. 

Click No, to use the 

Full Entry form.


Tips: 

Easy entry is great for manual 

(keyboard) input of catalog data! 

Easy Filtering simplifies the creation 

of reports; especially helpful for 

persons unfamiliar with Boolean 

search operators. 

Notes: 

Setting: 

Mark Imported MARC Records For Review 

Definition: 

Configure Atriuum to allow you to review imported 

records before adding them to your database. After 

review, you must click Add Imported Holdings. (The Add 

Imported Records To Database form appears.) Then 

you must click Accept All Imported Items. (See pages 

118-119 for screen shots.) 

Note: If you opt to have Atriuum automatically add your 

holdings during the import process, you can still generate 

a report of those imported items. 

Setting: 

Use Title Sort Ranking 

Definition: 

Configure the librarian side of Atriuum to sort search 

results based on the title and its relevance to the search 

term. Search results are displayed in this order: 

• Titles that are an exact match 

• Titles that begin with the search term 

• Titles that have all term(s) together 

• Remaining results sorted by title. 

Click Yes, to review 

imported records before 

adding holdings to the 

database. 

Click No, to import 

and have Atriuum 

automatically add 

holdings. 

Click Yes, to do title sort 

ranking based on 

relevance to the search 

term. 

Click No, to not sort. 

Report Settings 

Setting: 

Default Filtering Level 

Definition: 

Easy Filtering simplifies the step of creating a report 

filter and is especially useful for workers that aren’t 

familiar with using Boolean operators. 

Advanced Filtering allows you to use Boolean operators to 

connect multiple report filter criteria. 

Image: 

Easy Filtering: 

Advanced Filtering: 

Click Easy, to set Easy 

Filtering as your default. 

Click Advanced, to set 

Advanced Filtering as your 

default. 

20 

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Setting: 

Printable Reports Font Size 

Definition: 

Atriuum allows you to choose the font size for printable 

reports. The default font size is “8”. 

Setting: 

Display Borders For Printable Reports 

Definition: 

Each report in Atriuum has a Printable Version link. 

Configure Atriuum to add lines between each row of 

the Printable Version report for easier viewing. 

Image: 


don’t want the default 

report font size of 8. 

Note: for best results, keep 

the font size to 12 or less. 

Click Yes, to add these 

borders to printable 

reports. 

Click No, to print without 

lines between each row. 

Tips: 

Did you know 

The Offline Circulation Tool is useful for 

capturing Circulation transactions when 

the Network and/or Internet is down. 

Upload the transactions when it is 

back up. 

Click Administration on the Top Menu 

Bar. 

Click Library from the menu options. 

Click Downloads. 

Download both 

the PDF and the ZIP file for the 

Offline Circulation Tool NOW! 

Notes: 

Downloads Section 

Downloads 

All workers can access this page for Atriuum Reference Materials, i.e., User’s Guide, 

etc. Other items available for use by a library administrator or network technician are 

Drivers for Receipt Printers and other utilities. 




• Click Downloads. 

Following is a list of all the items that are available for download: 

The SpecialBarcodes.Pdf is included in the appendix of this Manual. 

The QuickMenuReference.pdf is also known as the Flow Chart. 

www.booksys.com 21

Catalog Admin 

Tips: 

Catalog Administration is 

important because it assists 

with consistent cataloging 

input. The decisions you make 

apply to all cataloging screens. 

Notes: 

Catalog Administration 

The Catalog option on the Administration 

menu takes you to the Catalog Administration 

area which contains links appropriate to 

important features, functions and settings. 

Decisions made in this area apply to the 

cataloging screens in Atriuum. Descriptions 

and illustrations follow to assist you in 

making the right decisions for your library 

environment. 



• Click Catalog from the menu options. 

Item Classes 

Atriuum has Item Classes that appear as drop down lists on the Bibliographic and Holdings 

screens in the Cataloging area of Atriuum. Item Classes allow you to categorize your items 

systematically; consequently reports of almost any conceivable type can be generated 

dynamically with speed and accuracy. Item Class Categories include: Item Circulation Class 

(Loan Period), Item Report Class (Classification/Category), Physical Location (Where Items 

are Shelved or Stored), Age Groups (Target Audience) and Material Types (Item Format). 

Note: There is no limit to the number of Item Classes that can be created in Atriuum. 

The default settings for each Item Class are: 

Item Class Category 

Age Group 

Default 

Students (School Libraries) 

Adult (Public Libraries) 

Item Circulation Class 

Circulation 

Item Report Class 

Undefined 

Note: It is highly recommended that you 

leave this as the default of this Item Class 

Category. 

Items in “Undefined” can easily be retrieved 

for editing (correction or completion) 

and reclassifed when they are edited. 

Material Type 

Book 

Physical Location 

Main Library 

22 

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Changing and/or Adding An Item Class Category 




• Click the ‘Item Class’ you want to modify. Choose one of Atriuum’s Item Classes: 

º º Item Report Class 

º º Item Circulation Class 

º º Physical Location 

º º Material Types 

º º Age Groups 

Note: The following instructions can be used with any of the Item Classes listed above. 

• To change the Default of an Item Class 

• Click the drop down list button next to the Default field. 

• Highlight (select) your preferred Default from the list of options. 

• Click on the new Default to select it. 

Tips: 

Selecting an appropriate 

default option in each Item 

Class expedites the 

cataloging process. The 

decisions you make apply to all 

cataloging screens. 

It is highly recommended that 

“Undefined” be the default Item 

Report Class. 

Notes: 

Add / Edit Item Classes 


In the example above, Professional will become the default Item Circulation Class. 

• To change the Name and/or Description of an Item Class 

• Click Edit in the Action column 

• Change the text to your preferred Name in the Name field 


• Change the text to your preferred Description in the Description field. 

• Change the text to your preferred maximum number of reserves in the Max 

Reserves field. 

• Change the text to your preferred maximum number of OPAC reserves in the Max 

OPAC Reserves field. 


www.booksys.com 23

Tips: 

• To Add a New Item Class 

• Click Add New ‘Item Class’ (button). 

Describe, in meaningful terms, 

each Item Class option. The 

description assists you and 

subsequent workers to know your 

intentions when each option was 

established. 

• Type the ‘New Name’ in the Name field. 

Condition 


• Type the Description for the New Item Class in the Description field. 

Describe in the Description field a meaningful statement, even if you feel it 

is self-explanatory, concerning the name that you put in the Name field. 

Notes: 

• Type the maximum number of reserves patrons in this class can request. 

• Type the maximum number of OPAC reserves patrons in this class can request. 


Condition 

Condition defines the level of use or wear of items in your collection. Periodically, such as 

when you inventory your library’s holdings, you may want to log the Condition of some 

of the items on your shelves. There are several pre-configured conditions, i.e., New, Like 

New, Poor, etc. The default condition is New. 

Note: The way that you modify or add a Condition is similar to the instruction in the 

“Changing and/or Adding An Item Class Category” section of this Manual. 

24 

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• Click Condition. 

Study Programs 

Many schools and libraries use reading incentive programs, i.e., Accelerated Reader, 

Reading Counts!, etc. to encourage and promote reading. Most programs assign point 

values for the materials and reward the students’ reading comprehension. According 

to the MARC 21 format, this information is technically referred to as Study Programs. 

Atriuum comes pre-configured with two study programs, i.e., Accelerated Reader and 

Reading Counts. 

Note: If you only use one Study Program, simply delete the one you don’t use from this list 

by clicking Delete in the Action column. By deleting the unused Study Program, Atriuum’s 

OPAC will pull up the search screen accordingly for that Study Program. Additionally, 

when importing MARC records, it will omit the other Study Program information from being 

imported into your database. 

Tips: 

Did you know 

Reading Incentive Programs, 

such as Accelerated Reader and 

Reading Counts!, can be 

configured via the Study 

Programs dialog screens. 

Delete any unused Study 

Program for immediate 

search access in OPAC 

for the remaining program. 

Study Program information 

is stored in the 526 tag of 

the MARC record. If you receive 

MARC records with your book order 

and they have the 526 tag with the 

appropriate study program info, they 

will import directly into Atriuumm. 

Notes: 

Setup Study Programs 




• Click Study Programs. 

• Click Edit in the Action column to change the existing Study Program 

name to your preferred Study Program name. 

• Click Delete in the Action column to delete the Study Program from Atriuum. 

• Click Edit Interest Levels to review, add, edit, or delete. 

www.booksys.com 25

Setup Vendors 

Tips: 

Did you know 

You can keep track of all 

your Vendors and their 

contact information in 

Atriuum. This elimates having to 

keep numerous business cards for 

future reference. 

Select the appropriate 

Default Vendor prior to 

imprting your MARC records 

to assign the vendor to all 

imported MARC records. 

Notes: 

Vendors 

Identifying and keeping track of the Vendors that you purchase library materials from is 

easy to do in Atriuum. In this Administrative area, you can enter specific 

information about each of your vendors, i.e., Vendor Name, Contact Person, Address, 

Phone Number(s), etc. When you add holdings to an item’s record, you can select the 

appropriate vendor. 

Adding A Vendor 


The Administration menu options 

are extended below the Top Menu Bar. 


• Click Vendors. 

• Click Add New Vendor (button). 

• Vendor Code – insert an abbreviation 

or acronym of the vendor’s company 

name. For example, B&T for Baker & 

Taylor, BTSB for Bound To Stay Bound, PB for Perma-Bound. OR enter the 

code used to identify the company on your Purchase Orders. 


• Contact Person – insert the sales or customer service person’s name with 

whom you have dealings. 


• Company Name – insert the vendor’s company name. 


• Address – insert the street address of the vendor. 


• City – insert the city in which the vendor is located in. 


• Select the appropriate State from the drop down list. 

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• ZIP Code – insert the zip code for the vendor’s address. 


• Phone – insert the vendor’s phone number. 


• FAX Phone – insert the vendor’s fax number. 


• E-mail – insert the e-mail address of the company, sales person, or customer 

service person with whom you have dealings. 


• Comments – insert any notes or statements that are beneficial to you about 

the vender, i.e., conversations, compliments, etc. 


• Web Site – insert the vendor’s web site address. 


• Account Number – insert your account number with the vendor. 


• Claim Code (Days) – this feature only applies to the Acquisitions Module 

of Atriuum. This is the number of days that will trigger a claim notice for 

unfulfilled orders. 


• Discount (%) – insert the discount rate that you generally receive by 

purchasing from this vendor. 


• Tax Rate (%) – If applicable, enter the tax rate that you pay to this vendor. 


Editing or Deleting A Vendor 




• Click Vendors. 

Tips: 

Edit or delete Vendor 

records as necessary to 

maintain accurate contact 

information. 

The Comments field can 

be used to record barcode 

range information that you 

provide to your book vendor. 

Notes: 

Setup Vendors 

www.booksys.com 27

Setup Vendors 

Tips: 

Did you know 

You can edit company 

information, account 

information, etc. pertaining to 

Vendor records that you maintain 

in Atriuum. 

Notes: 

• To change a vendor’s company info, your account info, etc... 

• Click Edit in the Action column next to the vendor that you want to 

modify their company info, your account info, etc. 

• Make your changes 

accordingly. 

• Click Save (button) when 

you are finished. 

• Click Go Back (button). 

• To delete a vendor... 

• Click Delete in the Action 

column next to the vendor 

that you want to remove. 

• Click OK (button). 

28 

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Catalog Settings 

Catalog Settings apply to the bibliographic 

and holdings screens in the cataloging 

area of Atriuum. Display in the OPAC 

may be affected by choices that you make. 

These settings don’t apply to Circulation, 

Patrons, etc. Make your selections based 

on your library’s specific cataloging needs. 




• Click Catalog Settings. 






Action 

Tips: 

Did you know 

Atriuum will insert the Call Number and 

Cutter during Quick Cataloging when 

available. 

Atriuum can be configured to 

automatically uppercase Call Numbers, 

for your cataloging convenience. 

Notes: 


Setting: 

Enable Call Number Generation 

Definition: 

Configure Atriuum to generate Call Numbers for 

electronically cataloged records. Author names or 

title information will be used to create the cutter for 

Classification (Dewey or LC) information from the 

electronic input. 

Click Yes, (recommended) 

to enable automatic insertion 

of the classification 

number and/or cutter for 

records added to Atriuum 

electronically via Quick 

Cataloging, eZcat, etc. 

Click No, to disable. 

Setting: 

Default Uppercase On Call Number Generation 

Definition: 

Configure Atriuum to capitalize any letters in an 

Atriuum-generated Call Number. 

Click Yes, if you 

prefer uppercased Call 

Numbers. 

Click No, to use Call 

Numbers as is, i.e., Gri, 

DeR, etc. 

www.booksys.com 29


Tips: 

Configure within Atriuum: 

º º Call Number Cutter 

length 

º º Classification Scheme 

(Dewey or LC) 

º º To display Holdings 

above the Bibliographic 

field data 

Notes: 

Setting: 

Use First Specify A Number Characters Of Author's 

Last Name In Call Number Generation 

Definition: 

Each time you catalog an item, this is how many 

characters of the author's last name or title will be used 

for creating the Call Number’s cutter. 

Setting: 

Use Library Of Congress Call Numbers 

Definition: 

Configure Atriuum to use Library of Congress 

Classification for Call Number generation during 

MARC import. 


don’t want Atriuum to use 

the first 3 letters for the 

Call Number’s Cutter. 

Note: to use the author’s 

entire last name, enter a 

zero. 

Click Yes, to use Library of 

Congress Classification. 

Click No, to use Dewey 

Classification. 

Setting: 

Display Holdings Before Bibliographic 

Definition: 

Holdings information can be displayed above or 

below the Bibliographic record in the cataloging 

screen of Atriuum. 

Image: 

Click Yes, to view the 

library holdings above the 

bibliographic record (near 

the top of the screen). 

Click No, to display 

holdings below the 

bibliographic record (at 

the bottom of the screen). 

Setting: 

Display Physical Location Where Applicable 

Definition: 

Atriuum shows you exactly where an item is, the physical 

storage or shelving location in your library, i.e., Main 

Library, Office, Workroom, etc. or the branch 

(Centralized Atriuum only) location. 

Image: 

Click Yes, to view physical 

locations. 


30 

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Setting: 

Check Items Order During Inventory 

Definition: 

Configure Atriuum, for inventory purposes, to warn 

(notify) you about items that are scanned out of order. If 

disabled, the warning won’t display. Neither will the link 

to the “Show Out Of Order Inventory Items” appear in the 

Inventory Reports section. 

Click Yes, to view items 

out of order without a 

warning. 

Click No, to disable order 

checking. 

Note: if your library isn’t 

shelved based on strict 

classification rules, i.e., 

Call Number, Author’s 

Name, and Title, click No. 

For example, Study 

Program items are shelved 

based on Reading Level 

or Point Value. 

Tips: 

Did you know 

Atriuum can provide a list of 

items scanned out of order 

during inventory. 

It is not recommended, unless you 

take inventory in strict shelf order. 

Notes: 


www.booksys.com 31

Quick Cataloging Settings 

Tips: 

Did you know 

Quick Cataloging lets you 

catalog gifts and/or items 

for which you don’t have 

electronic MARC records to 

import. 

eZcat can take your cataloging to 

the next level. Search and review 

record(s) and instantly add the 

record of choice to your catalog. 

Additionally, you can search by 

Title, Author, Series Title, LCCN, 

and several other ways. 

Notes: 

Quick Cataloging (Z39.50) Settings 

Atriuum allows you to catalog library materials in a flash using its built in 

Quick Cataloging feature. As part of the conversion process, we have already 

pre-configured your Atriuum to include six (6) Z39.50 sites. The pre-configured 

libraries and the order in which they are searched by Atriuum are as follows: 

Setting Up Additional Z39.50 Server Addresses 

Ohio Link 

Access Pennsylvania 

Metro Boston Library Network 

Library of Congress 

North of Boston Library Exchange 

Auburn University 


The Administration menu options are 



• Click Quick Cataloging (Z39.50) 

Settings from the Catalog 

Administration options. 

Your cursor will be in the Name 

field on the Quick Cataloging 

(Z39.50) Settings form. 

• Type in the name of the library 

that you have a Z39.50 server 

address for that you want to be 

able to search in the Name field. 

• Type in the IP Address for that 

library’s Z39.50 server in the 

IP Address field. 

• Type in the Port for that library’s 

Z39.50 server in the Port field. 

• Type in the Database Name for 

that library’s Z39.50 server in 

the Database Name field. 

• Click Add (button) after filling in 

all 4 fields. 

32 

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More Z39.50 Server Addresses 

Tips: 

Name: 

IP Address: 

Port: 

Database Name: 

Name: 

IP Address: 

Port: 


Name: 

IP Address: 

Port: 


Name: 

IP Address: 

Port: 


Brooklyn Public Library 

nell.boulder.lib.co.us 

210 

INNOPAC 

Colorado Unified Catalog 

prospector.coalliance.org 

210 

INNOPAC 

Knox County Public Library (TN) 

cat.knoxlib.org 

2200 

UNICORN 

San Diego County Library 

dbpcosdcsgt.co.san-diego.ca.us 

210 

INNOPAC 

Did you know 

Quick Cataloging can be 

enhanced by adding 

additional Z39.50 servers to 


To locate additional database 

addresses and their reliability use 

the IRSpy web site as shown below. 

Notes: 

Quick Cataloging Settings 

A good source for obtaining information about other Z39.50 server addresses can 

be gotten from here: http://targettest.indexdata.com/. 

www.booksys.com 33

Patron Circulation Class 

Tips: 

Did you know 

Setting up Patron Circulation 

Classes establishes 

circulation blocks for patrons 

that exceed the set limits. 

Even if you don’t charge 

fines for overdue library 

materials, you should put 

a small Fine Limit. This will 

prevent patrons that have lost 

library materials from being 

allowed to checkout more items 

until fines for the lost item(s) are 

paid. 

Notes: 

Patron Administration 

The Patron option on the Administration menu takes 

you to the Patron Administration area which contains 

links appropriate to important features, functions 

and settings. Decisions made in this area apply to 

the patron entry screens and/or Circulation Rules 

in Atriuum. In this section we will discuss the two 

most important areas: Patron Circulation Class and 

Patron Report Class. Descriptions and illustrations 

follow to assist you in making the right decisions for 

your library environment. Refer to Atriuum’s On-line 

Help for additional assistance with other options 

listed in the Patron Administration area. 

It is important that you know that each patron in Atriuum is assigned to: 

• a Patron Circulation Class (broad categories for establishing circulation rules) 

AND 

• a Patron Report Class (specific categories for report / overdue notice purposes). 

Values on the Patron Circulation Class form and the Item Circulation Class form 

cross reference each other to establish the privileges and restrictions for members of 

each Patron Circulation Class. If you converted electronically to Atriuum, this area 

was set up for you by Book Systems’ Data Management Team. 


Patron Circulation Class refers to how patrons are grouped (categorized) based on 

uniform restrictions and circulation privileges. They expedite the circulation function by 

establishing rules that prevail when items are circulated to any member of the group. 

Patron Circulation Class deals with broad groupings of patrons for defining circulation 

privileges; not to be confused with Patron Report Class (next section) which deals with 

specific groupings of patrons for reporting / overdue notice purposes. Because Patron 

Circulation Classes represents broad groups of patrons, there should be a limited 

amount of them. For example, Staff and Student (for School Libraries) or Adult and 

Children (for Public Libraries). 

Here, you can create names for the patron 

groups and establish constraints (blocks) 

related to lending practices. Numeric values 

established on this form compliments 

Circulation Rules for each Patron Circulation 

Class. Together, the loan periods, fine 

amount, etc. and the constraints, instruct 

Atriuum concerning all transactions for 

each patron in the Patron Circulation Class. 

Additionally, maximum circulation limits are established. When a patron reaches one or 

more of the set limits, circulation to that patron will be blocked, i.e., require an override. 



• Click Patrons from the menu options. 

• Click Patron Circulation Class to open the Default Patron Circulation Class 

and Add/Edit Patron Circulation Class forms. 

34 

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• To change the Default Patron Circulation Class: 





In the example above, Staff will become the default Patron Circulation Class. 

• To change the Name and/or Description of a Patron Circulation Class: 

• Click Edit in the Action column. 

Tips: 

Selecting the appropriate 

default option for each 


expedites the management 

of patron groups. 

Notes: 


• Change the text to your preferred Name in the Name field. 



• If no other changes are necessary, click Save (button). 

www.booksys.com 35


Tips: 

It is recommended that 

Patron Circulation Classes 

(PCC) be few in number. The 

PCCs represent large categories for 

groups of persons in each category; 

for Schools, “Students” (broad PCC 

category) is the umbrella term for 

7th grade students; 8th grade 

students, etc. 

Additionally, each grade may be 

divided into smaller groups all of 

which would be correctly positioned 

under the broad category of 

“Students.” 

Notes: 

• To change the Limits for Fines, Overdues, Items Out, and/or Items Reserved of 

an Patron Circulation Class: 

• Click Edit in the Action column 

Note: Limits established here create blocks on the Circulation screen. When 

a patron reaches one or more of the set limits, circulation to that patron will be 

blocked, i.e., require an override from a Worker with Atriuum override permissions. 

• Press Tab two times or use your mouse to highlight the amount in 

the Fine Limit field. 

• Type the maximum fine amount patrons in this class can accumulate before 

restrictions limit their item check outs. 

Enter the amount as shown in the illustrations above or below. 

Note: The Fine Limit field refers to the maximum amount of outstanding fines 

patrons can accrue before Atriuum blocks them from checking out additional 

items, not the maximum fine the library can charge them. 

Important! If you require patrons to pay for lost items, but don’t charge fines, 

you should enter an amount in the Fine Limit field. Atriuum will block patrons 

that meet or exceed the amount entered until fines for lost item(s) are repaid. 

It is recommended that you enter a low amount to ensure repayment of lost 

item(s) is cleared up before allowing patrons to check out again. 


• Type the maximum number of overdue items for patrons in this class. 

• Type the maximum number of items patrons in this class can check out. 



• To Add a New Patron Circulation Class: 

• Click Add New Patron Circulation Class (button). 

36 

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• Type the ‘New Name’ in the Name field. 


• Type the Description for 

the New Patron Circulation 

Class in the Description field. 



• Type the maximum fine amount patrons in this class can accumulate 

before restrictions limit their item check outs. 

Enter the amount as shown in the illustrations above. 

• Type the maximum number of overdue items for patrons in this class. 

• Type the maximum number of items patrons in this class can check out. 




Note: While you can add additional Patron Circulation Classes, remember 

that these are broad categories and the number of Patron Circulation Classes 

should remain few in number. 

Patron Report Class 

Atriuum allows you to group your patrons into various classes for tracking and report 

purposes, i.e., form letters, statistical reports, lists, etc. Patron Report Classes are used 

for quick generation of overdue notices / patron report data, whereas Patron Circulation 

Classes are used to define circulation privileges. 

Note: If you have Patron Report Classes for each homeroom or block teacher, each 

student in a particular teacher’s class would be a member of the same Patron Report 

Class. In other words, the Patron Report Class “7 Bates” would consist of all 7th grade 

students in Mrs. Bates’ class. 

Public Libraries may use Patron Report Classes of Adult, Youth, Juvenile, Children, 

Staff, etc. 



• Click Patrons from the menu options. 

• Click Patron Report Class to open the Default Patron Report Class and 

Add/Edit Patron Report Class forms. 

• To change the Default of a Patron Report Class: 


Tips: 

Patron Report Class should 

be configured to make 

generating Patron reports, 

i.e., overdues, fines, form letters, etc. 

simple and easy! 

Notes: 


www.booksys.com 37

Tips: 




Notes: 


In the example above, Staff will become the default Patron Report Class. 

• To change the Name and/or Description of an Patron Report Class: 

• Click Edit in the Action column. 

• Change the text to your preferred Name in the Name field. 




• To Add a New Patron Report Class: 

• Click Add New 

Patron Report 

Class (button). 

• Type the ‘New 

Name’ in the Name field. 


• Type the Description for the New 

Patron Report Class in the Description field. 




Note: The number of Patron Report Classes are likely to be more than the number 

of Patron Circulation Classes. The Patron Report Classes define specific groups of 

individuals within each Patron Circulation Class. 

38 

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Circulation Administration 

The Circulation option on the Administration 

menu takes you to the Circulation 

Administration area which contains links 

appropriate to important features, functions 

and settings. Decisions made in this area 

apply to the circulation screens in Atriuum. 

Descriptions and illustrations follow to assist 

you in making the right decisions for your 

library environment. 



• Click Circulation from the menu options. 

Circulation Rules 

The Circulation Rules By Patron Circulation Class form displays circulation permissions 

for each of your Patron Circulation Classes and Item Circulation Classes. This form is 

where you establish: 

º º Circulation periods - by day(s), date, or by hour expressed in minutes 

º º Fine Amount - for each overdue item 

º º Fine Period - how often fines are to be assessed 

º º Maximum Fine - that can be accrued for each overdue item 

º º Grace period - time beyond the due date when penalties won’t apply 

º º Maximum Items Out (at any given time) 

º º Maximum (Consecutive) Renewals 

º º Maximum Reserves - that can be reserved 

º º Maximum OPAC Reserves - that can be reserved from OPAC 

On the Circulation Rules By Patron Circulation Class form, you can view, edit, and 

clone (copy) circulation rules for both Patron Circulation Classes and Item 

Circulation Classes. 

Tips: 

Notes: 


Circulation Rules By Patron Circluation Class 

www.booksys.com 39

Tips: 

Changing Circulation Rules For Members of a Patron Circulation Class 




Notes: 

• Click Circulation from the menu 

options. 

• Click Circulation Rules. 

• Click the drop down list button next to Patron Circulation Class. 

• Highlight (select) one of the Patron Circulation Classes that you want to modify. 

• Click on that specific Patron Circulation Class to select it. 

• From the row of the Item Circulation Class you wish to change the loan 

permissions, click [Edit] (next to Action: in the Max Renewals column). 

The cursor defaults to the Circulation Period (Days) field on the Edit Circulation 

Rule form. 

• Establish the Loan Period for this Patron Circulation Class and this Item 

Circulation Class 

In Atriuum you can define loan periods by day(s), date, or as short 

period circulation (hourly). 

• For standard circulation in days, type the number of days in the 

Circulation Period (Days) field. 

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• For Hourly circulation, click Yes next to Short Period Circulation 

(Measured in Minutes); then type the number of minutes in the 

Circulation Period (Minutes) field. For example, 60 mins. for 1 hour 

Tips: 

• For checking items out to be due on a specific date, i.e., 

End of School Year, End of Block Scheduling, etc. click Yes next 

to Use Date For Circulation Period; Click the calendar button to 

choose a date or type in a date (mm/dd) in the Circulation Period 

Date field. For example, 12/19 for December 19th. 

• Establish Fines, Grace, Maximum Limits, and/or Bookings for this Patron 

Circulation Class and this Item Circulation Class 

Notes: 


• Fine Amount – the amount (in dollars and cents format, i.e., 0.10) you 

want to accrue per overdue item. 0.00 indicates fines aren’t assessed. 

• Fine Period (Days for standard circulation or Minutes if short period 

circulation) – the numeric value representing how often you want 

fines assessed per overdue item. 

Note: If you use standard circulation and you want overdue fines 

to be assessed daily, type 1; if weekly, type 7. 

If you use short period circulation and you want overdue fines to be 

assessed every 15 minutes, type 15; if every hour, type 60. 

• Max Fine – the maximum amount (in dollars and cents format) of 

fines you want assessed per overdue item. 

• Grace Period (Days for standard circulation or Minutes if short period 

circulation) – the numeric value representing the number or days 

or minutes granted beyond the loan period for materials of this 

type to be returned without assessment of fines provided the 

material(s) are returned within the grace period. 

Note: If a patron fails to return an overdue item during the grace 

period then the fine is calculated from the due date, i.e., the “grace 

days” become fine days. 

For Example: In a library where fines are charged, overdue items 

returned after the grace period expires still accrue fines for all days 

the items were overdue (including the “grace days”). The patron 

forfeits the grace period by failing to return the items during the 

grace period. 

www.booksys.com 41

Tips: 

• Max Items Out – the numeric value representing the maximum number of 

items that can be checked out. 


Notes: 

• Max Renewals – the numeric value representing the maximum number of 

consecutive renewals you will allow per item. 

• Max Reserves – the numeric value representing the maximum number of 

items that can be reserved. 

• Max OPAC Reserves – the numeric value representing the maximum number 

of items that can be reserved from OPAC. 

• Allow Bookings – choose to allow bookings (reserves done in advance 

associated with a date range); click Yes or No. 

Note: This feature is useful when patrons know specifically when they need 

material(s) available for use. It allows for reserving materials in advance of the dates 

needed to ensure they are checked back into the library. 

For Example: a teacher will be teaching a Curriculum topic in the near future 

about which you have library material(s) or a specific Classroom set of books will 

be needed for all of his/her students. That teacher gives you the dates in advance 

(prior to) of the 2 week period that they want to reserve the material(s). When 

that teacher comes to the library those material(s) will be available for check out. 



The Circulation Settings allow you to specify circulation configuration options. You 

can change these settings anytime by repeating the steps below. 




• Click Circulation Settings. 




“Settings Saved Successfully. 

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General Circulation Settings 

Tips: 


Action 

Setting: 

Show Failed Barcodes On Circulation 

Definition: 

Unrecognized or incorrect barcodes for checked in or 

checked out items stay in the Items field, allowing you 

to correct the barcode. An error message also displays 

on the form. 

Image: 

Note: This feature is especially helpful for workers that 

use the Circulation Menu with Batch Check In and/or 

Batch Check Out. 

Setting: 

Pop-Up Reserve Notifications 

Definition: 

When a patron checks in an item that another patron 

has reserved, Atriuum generates a pop-up alert 

indicating the reserve status. 

Click Yes, (recommended) 

to see failures during 

check out or check in. 

Click No, to disable error 

messages. 

Click Yes, if you want 

pop-up reserve 

notifications. 

Notes: 


The Reserve Shelf Notification (Atriuum pop-up) can 

be printed and placed in the item as you put the item 

on your library’s Reserve Shelf. Some librarians have 

referred to the printed copy of the notification as a 

“Routing Slip.” 

Click No, to display the 

reserve notification in the 

current window (as an 

orange text message, but 

not as a pop-up). 

Image: 

Reserve Shelf Notification on the Circulation Menu: 

Reserve Shelf Notification on the Circulation Desk: 

www.booksys.com 43


Tips: 

Did you know 

If you can’t refund money 

paid for lost items, choose 

“No” for the Automatically 

Notify When Refund Is Due 

setting. 

Notes: 

Setting: 

Pop-Up Kit Notifications 

Definition: 

When a patron checks out or checks in a multi-part 

item (kit), Atriuum notifies you to verify the contents of 

the multi-part item for complete distribution and return. 

Image: 

Kit Info on the 

Circulation Menu: 

Kit Info on the 

Circulation Desk: 

Note: You must enter the contents information in the Kit 

Information field on the Holdings form of the Cataloging 

screen. This must be done for each item for which you want 

the pop-up to prompt you. 

Setting: 

Show Patron Info On Check In 

Definition: 

Using the Circulation Menu Interface, patron 

information can be carried over from the Check Out 

form and displayed at the top of the Check In form. 

Image: 

Click Yes, if you want kit 

pop-up notifications. 

Click No, to display the kit 

notification in the current 

window (as an orange text 

message, but not as a 

pop-up). 

Click Yes, to show patron 

info during check in. 

Click No, to show only 

item info. 

Setting: 

Notify When Lost Item Is Found 

Definition: 

When a patron checks in an item previously marked 

Lost, Atriuum alerts you concerning the previous item 

status. You have the option to decide whether to refund 

any part of the previous payment. 

Image: 

Click Yes, if you have a 

refund policy. 

Click No, if you don’t offer 

refunds. 

Setting: 

Automatically Notify When Refund Is Due 

Definition: 

Atriuum automatically displays a warning on the Check 

In form indicating monetary transactions related to lost 

items that are checked in. Additionally, it automatically 

displays a refund notice on the Check Out form in the 

amount that was paid. 

Image: 

Click Yes, to enable an 

automatic refund message. 


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Setting: 

Treat Checked In Items As In-House If Not Checked Out 

Definition: 

Atriuum will mark checked in items as used in-house 

(in library) if the items were never checked out. These 

items will be counted as in-house transactions for 

History and Item Usage report statistics. 

Setting: 

Play Sound Alerts During Circulation 

Definition: 

Configure an audible alert for circulation transactions. 

Note: Successful check outs produce a “book fairy” 

noise, failed transactions are indicated by the sound of 

a “whistle”. Successful check in is indicated by a muted 

“gong” sound. 

Click Yes, to tabulate 

in-house usage as a 

circulation statistic for 

items used only in the 

library. 


tabulation. 

Click Yes, to enable sounds. 


Tips: 

Use Light background colors 

with the Circulation Menu 

and 

Dark background colors with 

the Circulation Desk. 

Notes: 


Setting: 

Circulation Background Color 

Definition: 

Customize the background color for the Circulation 

Desk or the Circulation Menu Interfaces. Additionally, 

Circulation Desk pop-ups will also display in the color 

you choose. 

Note: Dark background colors aren’t recommended 

when using the Circulation Menu. 

Click the [Pick] link and 

choose a color from the 

Color Palette. 

To return to the default 

pale blue color, enter 

“#D6DFEF”. 

Setting: 

Show Error If Item Is Already Checked Out 

Definition: 

Configure Atriuum to display an error message for 

item(s) already checked out. You may override the error 

with the proper circulation permissions by selecting 

“Yes.” 

Configure Atriuum to check in the circulated item and 

check it out to the current borrower without having to 

do an override by selecting “No.” 

Image: 

Note: Schools and libraries using Self Check Out 

probably will prefer to bypass all overrides by saying 

“No” to this setting. 


Click Yes, to fail the check 

out and require an 

override. 

Click No, (highly 

recommended for schools) 

to perform the check out to 

the current patron without 

override intervention. 

Additionally, Atriuum 

displays an orange text 

message to inform you 

concerning the previous 

borrower’s information.


Tips: 

Notes: 

Setting: 

Default Bookings Buffer Period (Days) 

Definition: 

Configure Atriuum to supply a default buffer period 

[day(s) immediately prior to the requested booking 

schedule] on the Bookings screen in Circulation. During 

the buffer period, other patrons are prevented from 

checking out the booked item(s) to ensure availability. 

Image: 

Setting: 

Display OPAC Snapshot Information When Reviewing 

Items 

Definition: 

If you subscribe to OPAC Snapshot, your library has 

a Customer ID for Syndetics or Content Cafe that is saved 

under Administration | OPAC | OPAC Settings. 

Configure Atriuum to display enriched content, i.e., 

Cover Images, Tables of Content, etc. on the Review 

Item form in the Librarian (logged in) side of Atriuum. 

Image: 



buffer period of 1 day. 

Click Yes, to display 

enriched content in the 

Review Item form. 

Click No, if you aren’t a 

subscriber or you wish to 

show enriched content in 

the OPAC only. 

Setting: 

Display Patron Barcode During Circulation 

Definition: 

Configure Atriuum to display the patron’s barcode in 

the Patron Barcode field at check out. 

Image: 


patron’s barcode number 

during check out. 

Click No, to not display. 

Setting: 

Use Grace Period When Assessing Fines 

Definition: 

Configure Atriuum to assess fines with regard to the 

grace period or not. 

Click Yes, to assess fines 

using the traditional 

method of the grace 

period, where penalties 

don’t apply provided the 

item is returned within the 

grace period. 

46 

Click No, to assess fines 

for an overdue beyond 

the grace period. 

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Receipt Settings 

Tips: 

Setting / Definition 

Action 

Setting: 

Send Circulation Receipt To 

Definition: 

Select an option for printing circulation receipts: 

Slip Printer Client 

or 

HTML 

Setting: 

Circulation Receipt Font Size 

Definition: 

Specify the font size for receipt text. 

Image: 

Click Slip Printer Client to 

print receipts on a BSI 

compatible slip printer. 

Click HTML to print receipts 

on a local library printer. 



receipt font size of 8. 

Did you know 

Software for Supported 

Slip Printers can be 

downloaded from 

Administration|Library| 

Downloads in the Receipt 

Pritner Files area. 

Notes: 


Setting: 

Automatic Receipt Printing On The Circulation Desk 

Definition: 

Configure Atriuum to automatically print receipts when 

using the Circulation Desk interface. 

Click Yes, to automatically 

print receipts on the 


Note: This setting only applies to workers using the 

Circulation Desk interface. 

Click No, to print only 

when you click Print 

Receipt (button). 

Setting: 

Print Receipts In All Bold 

Definition: 

Configure Atriuum to print receipts in bold text for 

increased visibility. 

Click Yes, to print receipt 

text in bold type. 

Click No, to print normal. 

www.booksys.com 47

Tips: 

Setting: 

Print Colored Text On Receipts 


Notes: 

Definition: 

Configure Atriuum to print overdue items and fine 

amounts in red on circulation receipts. 

Note: Your receipt printer must support multiple colors 

for this feature to work. 

Setting: 

Print Item Costs On Receipts 

Definition: 

Configure Atriuum to print the cost of each item on 

circulation receipts. 

Image: 

Setting: 

Print Patron Name On Receipts 

Click Yes, to print overdue 

items and fine amounts in 

red type. 

Click No, to print normal. 

Click Yes, to print an 

item’s cost on receipt. 

Click No, to omit an 

item’s cost from printing 

on receipt. 

Definition: 

Configure Atriuum to print the patron’s name on 


Click Yes, to print the 

patron’s name on receipt. 

Note: Refer to your state and/or library’s policies 

regarding the Privacy Act. 

Click No, to not print the 

patron’s name on receipt. 

Setting: 

Print Patron Barcode On Receipts 

Definition: 

Configure Atriuum to print the patron’s barcode on 




on receipt. 

Note: Refer to your state and/or library’s policies 

regarding the Privacy Act. 

Click No, to not print the 


on receipt. 

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Printed Circulation Transactions 

Tips: 

Note: In the next four (4) rows, the requirement for printing meaningful information 

on your circulation receipts is a choice of “Yes” on either: 

Print Today’s Transactions or Print Current Status On Receipts. 

When “Yes” is chosen for all four (4) rows, a comprehensive receipt of today’s 

transactions and Current Status Info, i.e., Fines Owed, Items Out, and Reserved 

Items will be listed on the circulation receipt. 

Setting: 

Print Today's Transactions On Receipts 

Definition: 

This setting instructs Atriuum to print only today's 

transactions on circulation receipts. 

Setting: 

Print Check Ins On Circulation Receipt For Today's 

Transactions 

Definition: 

Configure Atriuum to print a circulation receipt that 

contains all circulation transactions for today, excluding 

reserves (see next setting to include them). 

For example, a patron who checks out items and has 

also checked in items today, will have both types of 

transactions listed on their circulation receipt. 

Click Yes, to limit printing 

to today’s transaction(s) 

only on receipt. 

Click No, negates the 

possibilities in the next 

two (2) rows. 

Click Yes, to print today’s 

check in transaction(s) on 

receipt. 

Note: Must select “Yes” to 

Print Today’s Transactions 

on Receipts to activate 

this option. 

Click No, to exclude 

check in info on receipt. 

Notes: 


Setting: 

Print Reserves On Circulation Receipt For Today's 

Transactions 

Definition: 

Configure Atriuum to print a circulation receipt that 

contains all check out transactions for today, including 

reserves. For example, a patron who checks out items 

and has reserved item(s) today, will have both types of 

transactions listed on their circulation receipt. 

Click Yes, to print reserve 

information on receipt. 

Note: Must select “Yes” to 

Print Today’s Transactions 

on Receipts to activate 

this option. 


reserve info on receipt. 

www.booksys.com 49


Tips: 

Notes: 

Setting: 

Print Current Status On Receipts 

Definition: 

This setting instructs Atriuum to print the current status, 

i.e., Fines Owed, Items Out, and Reserved Items on 

patron receipts. 

Setting: 

Print Fine Receipts By Default 

Definition: 

This setting instructs Atriuum to automatically print a 

receipt when a patron pays a fine. 


current status. 


transactions from the 

receipt because they 

weren’t done today. 

Click Yes, to automatically 

print a receipt for payment 

of a fine. 

Click No, to print only 

when you click Print 

Receipt (button). 

Setting: 

Circulation Receipt Header 

Definition: 

Atriuum allows you to personalize receipt headers with 

your library's information, such as address, phone, 

hours, special events, etc. 

Type the information that 

you wish to appear at the top 

(header) of your circulation 

receipts. 

To omit the header text, 

leave the field blank. 

Setting: 

Circulation Receipt Footer 

Definition: 

Atriuum allows you to personalize receipt footers with 

a closing statement, i.e., “Check us out frequently!”, 

“Come back soon!”, “Visit again real soon!”, “Have 

a great day!”, etc. 

Type the information that 

you wish to appear at the 

bottom (footer) of your 


To omit the footer text, 

leave the field blank. 

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Self Check Settings 

Tips: 

Note: Additional Module for Public, Academic, and Special Libraries. 

Please contact your BSI Account Manager for more details. 

Setting: 

Theme 


Defintion: 

Like Atriuum’s OPAC, the Self Check module has a choice 

of themes from which to choose. Accept the default or 

designate your choice of screen image for your Self Check 

Station(s). 

Image: 

Action 

To change the default, 

click the drop down list 

(button) to view a list 

of theme choices; click 

your choice to select it from 

the list. 

Notes: 


Setting: 

Color Of Background 

Defintion: 

Atriuum allows you to customize the background color 

of the Self Check Station. This background area is any 

part of the screen that is not covered by the Self Check 

Theme screen image. 

Click the [Pick] link and 

choose a color from the 

Color Palette. 

To return to the default 

of black (color), type 

“#000000”; OR “black”. 

www.booksys.com 51


Tips: 

Notes: 

Setting: 

Check Out Patron Lookup Mode 

Defintion: 

Atriuum allows you to choose the method your patrons 

will use to check out items: Choose By Class (Patron 

Report Class) or Scan Barcode. 

Image: 

Class Button: 

Barcode: 

Note: If the warning “Currently overridden by Machine 

Settings” displays below the setting, you have already 

selected a lookup method for your current machine. Click 

Machine Settings and choose another method for your 

current machine or click Use Circulation Setting to use 

the Check Out Patron Lookup Mode Circulation setting for 

all machines in your library. 

Click Choose By Class, 

if you want patrons to 

access their name via 

the Patron Report Class 

buttons. 

Click Scan Barcode, to allow 

patrons to type their 

barcode number, to scan 

their patron barcode, or 

use a fingerprint reader 

to identify themselves in 

the Barcode field. 

Setting: 

Display Library Name 

Defintion: 

Configure Atriuum to personalize your Self Check Station 

with your library's name. 

Image: 

Click Yes, to display your 

library’s name on the Self 

Check Station. 

Click No, to omit it. 

Setting: 

Expect Only One Book On Check Out 

Defintion: 

Configure the Self Check Station by choosing “Yes” to 

allow one check out at a time before resetting itself. 

Choose “No” to Configure the Self Check Station to 

allow checkouts up to the maximum number permitted 

based on your Circulation Rules. 

Click Yes, if your patrons 

are only allowed to check 

out one item at a time. 

Click No, to allow 

sequential checkouts up 

to the maximum number 

allowed to a patron. 

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Setting: 

Look Up Patron Barcode If Scanning Item Barcode Is 

Not Found 

Defintion: 

On the Self Check Out Station, when a patron barcode 

is scanned into the item barcode field, it aborts the 

check out process and retrieves the patron that matches 

the barcode number. 

Note: Choose “No” to this option unless your patron and 

item barcode ranges are unique. 

Setting: 

How Long To Display Messages Before Moving To 

Next Patron 

Defintion: 

Designate in seconds how long Atriuum should pause 

before refreshing after a success or error message is 

displayed. 

Images: 

Success Message: 

Click No, (recommended) 

to prevent potential 

substitution of a patron 

barcode number for an 

item barcode number. 

Click Yes, to restrict 

retrieval of patron info to 

the patron barcode field 

or retrieval of item info to 

an item barcode field. 

Change the number as you 

deem necessary, if you 


value of 5 (seconds) for 

the Self Check Module 

refresh rate. 

Tips: 

Notes: 


Error Message: 

Setting: 

How Much Inactivity Allowed Before Moving To Next 

Patron 

Defintion: 

Designate in seconds how long Atriuum should 

pause before refreshing the screen after a period of 

inactivity. 



value of 30 (seconds) for 

the Self Check Module 

“inactivity” refresh rate. 

www.booksys.com 53

Tips: 

Setting Up the Due Date Calendar 

Due Date Calendar 

Notes: 

Note: Enter Due Date Calendar notation only for the exceptions to your rules. 

Atriuum’s Due Date Calendar may be considered as an extension of the Circulation 

Rules based upon calendar days. The Due Date Calendar let’s you declare days when 

normal circulation actions are redirected to another day that you specify by date. 

These dates must be entered into the Due Date Calendar in advance of their use in 

Atriuum in lieu of the regular due dates established in Circulation Rules. 

Until the schedule changes for the days your library opens, you will not have to modify 

the Due Date Calendar form(s) for the time period [month(s) or year(s)] that you set using 

the instructions that follow. Administrative settings may seem tedious when applying 

them; however, such efforts provide handsome rewards ultimately. Remember, only 

enter dates in the exception dates during the year; otherwise, the Circulation Rules 

in Atriuum prevail over the Due Date Calendar settings. 

Examples of scheduled closings include: 

• Major holidays (MLK day; Mardi Gras; Good Friday; Labor Day, etc.); 

• District Calendar scheduled activities (Spring Break;Teacher Work Days; 

End of School Year, etc.). 

Important! Unscheduled closings of the library are not covered by Atriuum’s Due 

Date Calendar. 

Examples of unscheduled closings are: 

• Inclement weather events (tornadoes; sleet or snow, etc.) 

• Threats to security (bomb threats; violence on campus, etc.) 

Open the Due Date Calendar 

• Click Administration from the Top Menu Bar. 



• Click Due Date Calendar. 

The View/Edit Calendar form displays. 

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Viewing Existing Calendar Settings 

Look at the existing calendar settings. The calendar display is a regular monthly calendar 

page unless it has been modified. Modifications appear in the Due On dialog fields 

and on the icon in each calendar date square. 

Tips: 

Buttons surrounding the calendar page let you go to the Previous Month, Next Month, 

Save and/or Close Calendar (bottom of calendar page). 

Reasons for Editing Due Date Calendar Settings 

Let’s discuss some reasons why and how you might want to edit the Due Date Calendar 

in Atriuum. Then we will look at the process of editing your Due Date Calendar. 

You may find it advantageous to move the due date forward or backward to facilitate 

your workflow before or after scheduled closings. When a holiday, such as Martin 

Luther King Day, occurs at the beginning of a week, you may want to change the 

circulation due date to the following day. When a holiday occurs near the end of 

a week, such as Thanksgiving, you may want to change the circulation due date to 

occur before the holiday. 

Sometimes when there is a two-day holiday, it may be advantageous to have one 

changed circulation due date to occur before the holiday period and the other 

changed circulation due date to occur after the second day of the holiday period. 

This might apply to Mardi Gras or Thanksgiving. With Thanksgiving for instance, you 

might want items that normally would be due on Thursday (Thanksgiving Day) to be 

due on Wednesday before Thanksgiving. Likewise, you might want items that normally 

would be due on Friday after Thanksgiving Day to be due on Monday of the following 

week. This assumes that you are normally closed on Saturday and Sunday. 

More specific to a school environment, you may want to declare a certain day as the 

final day for the return of all circulated items. For instance you may declare May 7th 

as the day all materials are to be returned. By redirecting the due dates in May, you 

can let Atriuum assist you in this effort. 

We will illustrate a two-day Thanksgiving holiday event and the End of School Year 

event in the next section. 

Editing the Due Date Calendar 

We will use the May, 2008 calendar page to illustrate the End of School Year event. 

As stated above, we are using May 7 as the day all items should be returned to the 

library. Use the following instructions to make this possible in Atriuum. 

Note: Dates entered in the dialog fields must be in the mm/dd/yyyy format including 

the slashes. Dashes (-) will return an error message. 

Notes: 


www.booksys.com 55


Tips: 

Enter Dates in 

mm/dd/yyyy format 

in the Due On fields of the 

Due Date Calendar. 

Notes: 

Remember, you may override the Due Date Calendar changes whenever you want to 

lend something to someone during the period after May 7. You will have to specify 

a special due date unless the loan period will go beyond the days in which you have 

made changes to the normal circulation due date. 

Example 1: End of School Year 

1. Insert your cursor in the Due On 

field of the May 8 calendar date square. 

2. Type 05/07/2008 in the dialog 

field (as shown); OR click the 

Calendar icon, select the month on 

the pop-up Calendar, and click the date 

of the month that you want inserted into the dialog field. 

3. Block (highlight) and Copy (Ctrl-C) the 05/07/2008 text. 

4. Place your cursor in the dialog field on each calendar date square on the May 

calendar form that you want to change to this date. Use Ctrl-V to paste 

the copied data (05/07/2008) into each calendar date square. 

Note: if your loan period is defined in your Circulation Rules as 14 days, 

you will need to paste the date in the blocks covering a two-week period, so 

that the due date will be redirected back to May 7. Based on the example 

shown, when an item is checked out on May 5th Atriuum will redirect the 

due date to May 7th instead of the normal due date of May 19th. 

5. For this example it is assumed that you have a 14-day (two-week) loan period 

for circulation; therefore, you should place 05/07/2008 in the dialog fields 

within the calendar date squares for May 8-9; May 12-16 and May 19-21. 

6. Click Save (button) to save your changes for this calendar page. 

7. Click the Next Month (button) repeatedly to advance to the November, 2008 

calendar page. 

Example 2: Thanksgiving Holiday (2-day event) 

We will use the November, 2008 calendar page for our example of the two-day Thanksgiving 

holiday event. 

1. Insert your cursor in the calendar date square for the fourth Thursday in 

November, (Nov. 27th). 

2. Type 11/26/2008 in the dialog field of the Nov. 27th calendar date square; 

OR click the Calendar icon, select the month on the pop-up Calendar, and 

click the date of the month that you want inserted into the dialog field. 

Note: The notation entered in step 2 above will redirect the due date for 

items due on Thanksgiving Day to be due the day before Thanksgiving. 

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3. Insert your cursor in the calendar date square for the fourth Friday in November, 

(Nov. 28th). 

4. Type 12/01/2008 in the dialog field of the Nov. 28th calendar date square. 

OR click the Calendar icon, select the month on the pop-up Calendar, and 

click the date of the month that you want inserted into the dialog field. 

Note: The notation entered in step 4 above will redirect the due date for 

items due on the next work day after the Thanksgiving Holiday which 

happens to be the first day of December. 

5. Click on the (button) to nullify fine calculation for each day the library 

is closed for the holiday or other event. 

6. Click Save (button) to save your changes for this calendar page. 

7. Click Close Calendar (button) when you are finished. 

Blocking Fine Calculation 

If you currently charge fines for overdue items, you can prevent Atriuum from calculating 

fines for days the library is closed. Click on the (button) in the upper right corner 

of each calendar date square. The null sign displays over the sign, i.e., ; thus 

no fines will be charged for any day that has the null sign displayed. 

Note: Remember, the Due Date Calendar notation is only for the exceptions to your rules. 

If your rule is to charge fines, then the exception is to place the null sign over the 

sign. If your rule is not to charge fines, there is no exception; therefore, you do not 

have to click the sign to place the null sign on it. 

Set Default Closed Days 

Default Closed Days is an integrally related function associated with the Due Date 

Calendar. You do not have to set the Due Date Calendar for each regularly scheduled day of 

the week that your library is closed. For instance, if you are normally closed on Saturday 

and/or Sunday, you can globally set all those dates using the Default Closed Days form. 

When the library is closed both Saturday and Sunday as directed by the choices on the 

Default Closed Days form, the Due Date Calendar is instructed to advance the due date 

to the following Monday. The global settings chosen for Closed day(s) on the Default 

Closed Days form do not display any notation in the calendar day squares in the Due 

Date Calendar form(s); however, the action that Atriuum takes is based upon your 

settings on the Default Closed Days form. 

This global setting capability saves you time and allows flexibility. You may be closed 

one of the days of each weekend or both days each weekend. Or your library may be 

closed each Friday. Therefore, the Due Date Calendar automatically follows the advice for 

days of the week marked “Closed” from the choices on the Default Closed Days form. 

Open the Default Closed Days form 

• Click Administration from the Top Menu Bar. 



• Click Default Closed Days. 

The Default Closed Days form displays. 

Tips: 

Notes: 


www.booksys.com 57

Tips: 


Notes: 

• View the choices already registered for each day. If changes need to be made: 

• Click in each circle (radio button) so that a green dot is displayed 

in the appropriate choice for each day of the week. 

• If you are open only Monday through Friday, you will have green 

dots in the Open radio buttons for all weekdays. 

• If you are closed on Saturday and Sunday, you will have green dots 

in the Closed radio buttons for both Saturday and Sunday. 

• Click Save Changes (button) above the border on the Default Closed Days form. 

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OPAC Administration 

The OPAC option on the Administration menu takes 

you to the OPAC Administration area which contains 

links appropriate to important features, functions 

and settings. Decisions made in this area apply to 

the Public Access Catalog screens in Atriuum. 

In this section we will only discuss four areas: 

OPAC Settings, Custom OPAC Links, Library 

Information, and News And Messages. Descriptions 

and illustrations follow to assist you in making the 

right decisions for your library environment. Refer to Atriuum’s On-line Help for 

additional assistance with other options listed in the OPAC Administration area. 

OPAC Settings 

The Circulation Settings allow you to specify OPAC configuration options. You can 

change these settings anytime by repeating the steps below. 



• Click OPAC from the menu options. 

• Click OPAC Settings. 





Tips: 

Notes: 

OPAC Settings 

www.booksys.com 59

Tips: 


Action 

OPAC Settings 

Did you know 

Atriuum offers a variety of OPAC 

Themes. To take a peek at 

each of the OPAC Themes 

refer to Pages 77 - 84 for 

labeled screen shots of 

each OPAC Theme. 

Notes: 

Setting: 

Default OPAC Theme 

Definition: 

Designate the OPAC screen your patrons see 

whenever they access your library’s catalog. 

Image: 

Note: If “Currently overridden by Machine Settings” 

displays below the setting, you have already selected 

an OPAC theme for your current machine. Click Machine 

Settings and choose another theme for your current 

machine or click None to use the Default OPAC 

Theme OPAC setting for all machines in your library. 

To change the default, 

click the drop down list 

(button) to view a list 

of theme choices; click 

your choice to select it from 

the list. 

Setting: 

Menu Position 

(Not Applicable To All Themes) 

Definition: 

Designate where the main menu will display in OPAC. 

The location of the menu varies depending on the OPAC 

theme being used. A choice about the menu placement 

doesn’t apply to all themes. 

Image: 

Click Default For Theme to 

use the default menu 

position. 

Click Side Menu to display 

the menu on the side of 

the screen. 

Note: “Default For Theme” option is required for all 

KidZviZ and Nuevo OPAC themes. 

“Top Menu” option is recommended for Custom OPAC 

Links that have long names, i.e., more than 16 characters. 

Click Top Menu to display 

the menu at the top of 

the screen. 

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Setting: 

OPAC Home Page 

Tips: 

Definition: 

The News and Messages is the default home page 

for OPAC, with the exception of all KidZviZ themes. 

Use this setting to designate a different home page, 

i.e., the first screen that displays to patrons, in your 

library’s OPAC. 

Image: 

Note: “Default Home Page” option is required for all Kid- 

ZviZ themes. 

Setting: 

Max Search Results Per Page 

Click the drop down list 

(button) to view a 

list of options; click your 

choice to select it from the 

list. 

OPAC Settings 

Definition: 

Designate the number of search results that will display on 

each page of your library’s OPAC. 

Image: 


don’t want the default of 

25 to be the maximum 

search results per page. 

Note: It is recommended 

that the number be less 

than or equal to 100 

to prevent patrons from 

having to scroll a lot. 

Notes: 

Setting: 

Syndetics Customer ID 

Definition: 

If you subscribe to OPAC Snapshot, your library 

may have a Syndetics Customer ID. By entering your 

Customer ID into this field and saving the Settings, your 

library’s OPAC will display enriched content, i.e., Cover 

Images, Table of Contents, etc. in the search results. 

Image: 

Type your Syndetics 

Customer ID in this field. 

www.booksys.com 61

OPAC Settings 

Tips: 

Notes: 

Setting: 

Content Cafe Customer ID 

Definition: 

If you subscribe to OPAC Snapshot, your library may 

have a Content Cafe Customer ID. By entering your 

Customer ID into this field (along with the necessary 

Content Cafe Password) and saving the Settings, your 

library’s OPAC will display enriched content, i.e., Cover 

Images, Table of Contents, etc. in the search results. 

Image: 

Setting: 

Content Cafe Password 

Definition: 

If you have a Content Cafe Customer ID, you will also 

have a Content Cafe Password. 

Setting: 

Display Library Info On OPAC 

Definition: 

OPAC’s General menu includes a link that displays 

your library’s information. The location of the link 

varies depending on the OPAC theme you chose. 

Images: 

Sample Library Information (right) 

& Library Info Link (button below): 

Type your Content Cafe 

Customer ID in this field. 

Type your Content Cafe 

Password in this field. 


Library Info link. 

Click No, to hide it. 

Setting: 

Display Patron Info On OPAC 

Definition: 

If patrons log on to the My Items page, OPAC greets 

them by name and displays their account information. 


My Items link on OPAC. 

Images: 


or 

Note: For security, Atriuum logs off patrons after 

specified intervals. Identifying information is invisible 

to other users. 

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Setting: 

Display My Items On OPAC 

Definition: 

The My Items link contains the Patron Log On form which 

can be displayed or hidden. The default setting displays 

this link, but you can hide it. 

My items is the place where patrons can log in and 

view reserved items that are waiting for pick up; see 

items that they currently have checked out; see items 

that they have on reserve; and can create book lists. 

Images: 

Note: My Items isn’t available on KidZviZ themes. 

Setting: 

Display Card Image On OPAC 

Definition: 

Customize OPAC to display a “catalog card” image at 

the bottom of the Full Display page. 

Image: 


My Items link on OPAC. 



card image on the Full 

Display page in OPAC. 


Tips: 

Notes: 

OPAC Settings 

Setting: 

Display OPAC Search Possible Misspellings 

Definition: 

Misspelled OPAC search terms are replaced with an 

alternate suggestion. 

Image: 

Click Yes, to give patrons 

a “Did you mean” option. 

Click No, to indicate “0 

Result(s)” found. 

Setting: 

Use Title Sort Ranking 

Definition: 

Configure OPAC to sort search results based on the 

title and its relevance to the search term. Search results 

are displayed in this order: 

Click Yes, to do title 

sort ranking based on 

relevance to search term. 

• Titles that are an exact match 

• Titles that begin with the search term 

• Titles that have all term(s) together 

• Remaining results sorted by title. 

Click No, to not sort. 

www.booksys.com 63

OPAC Settings 

Tips: 

Notes: 

Setting: 

Display Study Program Information 

Definition: 

When you conduct a search in OPAC, the study program 

information for each item displays on the page. 

Image: 

Setting: 

Show Study Program Search Option 

Definition: 

In OPAC, a STUDY link displays to search your library’s 

study programs. The default setting displays this link, 

but it can be hidden. 

Images: 


items’ study program 

information. 

Click No, to remove it 

from view. 


STUDY link in OPAC. 

Click No, to remove it 

from view. 

Study Program 

Search Option: 

Study Program Search Screen: 

Study Program 

Search Option 

in KidZviZ: 

Setting: 

Show Lexile Search Option 

Definition: 

During OPAC searches, this setting enables you to 

find books labeled with Lexile information. 

Click Yes, to enable Lexile 

searching. 

Image: 

Lexile Search Button: 

Lexile Search Screen: 


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Setting: 

Show Lexile In OPAC Summary Results 

Tips: 

Definition: 

Results for Lexile searches will display Lexile measure(s) 

on OPAC with this setting enabled. 

Image: 

Setting: 

Allow Visual Search in OPAC 

Definition: 

This setting allows you to disable OPAC’s Visual Search 

option from your home page’s main menu. 

Image: 

Click Yes, to display Lexile 

measure(s) for search 

results. 


Click Yes, to enable Visual 

Search. 

Click No, to disable Visual 

Search. 

OPAC Settings 

Notes: 

Note: Visual Search is not available KidZviZ. 

Setting: 

Display Ignored Words in OPAC 

Definition: 

Configure OPAC to display search terms that are 

excluded. 

Image: 


ignored words. 

Click No, to hide them. 

Setting: 

Show Curriculum Objective Search Option 

Definition: 

This setting allows you to search by curriculum objectives 

in Basic and Expert search options. A Curriculum Objectives 

option is added to the Search Type drop-down list. 

Click Yes to enable the 

Curriculum Objectives search 

option. 

Image: 

Click No, to disable it. 

www.booksys.com 65

Tips: 

Setting: 

Show Number Of Prior Patron Reservations 

Definition: 

Configure My Items to display where the patron is in 

the reserve queue, i.e., 1st in line, 2nd in line, etc. 

Image: 

Click Yes, to provide 

patrons with information 

about their position in the 

reserve queue. 

OPAC Settings 

Notes: 

Setting: 

Move Reservation To Reserve Shelf If Not Checked 

Out 

Definition: 

Configure OPAC to automatically add a 

non-circulated item to the reserve shelf. 

Image: 


Click Yes, move checked 

in items to the reserve 

shelf automatically. 

Click No, to not move it. 

It will still be included on 

the List Of Reserved Items 

report. 

Note: To print a list of all the items that are sitting on 

the reserve shelf awaiting patron pickup, click Reports 

| Other Reports | List On Reserve Shelf. 

Setting: 

Allow Reserve Comments In OPAC 

Definition: 

Configure OPAC to allow patrons to type a note when 

reserving an item from OPAC. 

Image: 


patrons with a comment 

field when reserving 

item(s) from OPAC. 


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Setting: 

Reserve On Order Items In OPAC 

Definition: 

Configure OPAC to allow patrons to reserve items that 

have been purchased, pre cataloged and marked as 

On Order. 

Image: 

Setting: 

Default Boolean In Expert Search To 

Definition: 

Designate which Boolean operator will be automatically 

chosen as the default in the Expert (Advanced) Search 

screen in OPAC. 

Image: 


patrons the ability to 

reserve items that have 

been ordered, but aren’t 

currently part of the 

collection. 

Click No, to prevent it. 

Click Or, the default 

which broadens search 

results to include all 

terms. 

Click And, which limits 

search results to include 

only items with all terms. 

Tips: 

Notes: 

OPAC Settings 

Setting: 

Limit Misspellings Search To Specific Number of Words 

Definition: 

The search will only suggest alternates for a set number 

of misspelled words in a title stream. For example, if 

the patron enters “Green Egs and Ham” in the OPAC 

Search field, the following will be returned: Did you 

mean: Green eggs and Ham. Click eggs and results 

found will display. 


don’t want the default of 

5 words. 

Note: To disable the limit, 

enter a 0. 

Setting: 

Ignore Words For Searches 

Definition: 

Search terms entered here will be disregarded by 

OPAC searches. 

Image: 

Note: Ignore words should consist of terms that 

are used prevalently, i.e., a, an, the, etc. They 

shouldn’t be expletive terms. 

Type words that you want 

Atriuum to ignore when 

patrons search in OPAC. 

The default is blank. For 

example, a, an and the 

with a space or hard 

return between each tells 

Atriuum to ignore these 

words when searching in 

OPAC. 

www.booksys.com 67

Tips: 

Did you know 

Custom OPAC links are listed 

Custom OPAC Links 

Atriuum provides a way to add links to your library’s OPAC pages for quick reference 

and use by your patrons. The links may be to your library, school or district’s web site or 

to other web sites your patrons reference often, i.e., state library resources, Marco Polo, 

Ancestry.com, Discovery Channel, etc. 


under Library Info 

all kidZviz themes. 

Notes: 

in 

Add a Custom OPAC link 



• Click OPAC from the menu 

options. 

• Click Custom OPAC Links. 

º º Name – type the name 

for the link you are adding. 

Note: If you have chosen the Side Menu position (in OPAC settings) for the 

following OPAC themes: Bicentennial, Blue Plate Special, Cedar Ridge, 

Classic, Flax Run, Marbelize, Silver Streak, Slider and Titan, remember to 

keep the Name of the link to 16 characters or less. 

Should you need to create a name to identify your Custom OPAC Link 

that is more than 16 characters, choose the Top Menu position for the 

themes named in the previous Note. By configuring Atriuum this way, a 

menu bar with “LINKS” option displays in OPAC. By clicking “LINKS” 

patrons are taken to a web page of your Custom OPAC Links, which 

includes your Description (as shown). 

º º URL – Atriuum automatically supplies the http:// in this field. 

Type the remainder of the web site’s address beginning with www. 

º º Description – type a meaningful description to help you and/or 

your patrons identify this site from other web sites you add. 

Note: If you have configured Atriuum’s OPAC to position the Menus along 

the Top of the screen, the information that you type in the Description field will 

display on the LINKS page. This is a great way to list web sites and provide 

instructions for patrons that will need a Login Name and/or Password to 

access the site. 

º º Click Add (button). The link will now display in the queue. 

º º Repeat the four steps listed above to add additional web site links. 

• When you are finished adding, click Save Changes (button). 

Note: Links aren’t published in OPAC until you click Save Changes (button). 

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Edit or Delete a Custom OPAC link 



Tips: 


• Click Custom OPAC Links. 

• Click to highlight the name of the link in the queue that you wish to modify. 

• Click Edit (button). 

• Make your changes in the Name, URL and/or Description fields as 

needed. 

• Click Update (button) to commit your changes. 

• Click the Up or Down arrows to reposition the order of the 

link in the list. The order that the link appears in the queue, 

is the order it will appear on the page when a patron accesses 

the LINKS menu in OPAC. 

• To delete a link, click the name of the link to highlight it in the queue. 

• Click Delete (button). 

• When you finish editing, repositioning or deleting links from the queue, 

click Save Changes (button). 

Notes: 


www.booksys.com 69

Library Information 

Tips: 

Block (highlight) and 

Copy (Ctrl-C) 

Open or Closed times. 

Then insert your cursor and 

Paste (Ctrl-V) the time in 

each Open and Closed 

field without having to retype it. 

Notes: 

Library Information 

Library Information allows you to enter and modify library data that is posted on your 

OPAC pages, including the following: 

º º Days the Library is open 

º º Library Hours of Operation 

º º Library Map Link 

º º Library’s Contact Information, i.e., Librarian’s Name, E-mail Address, etc. 

º º Library’s Address 

º º Miscellaneous Information about the Library, i.e., Mission Statement, 

what your Library specializes in, etc. 

Add Library Information 




• Click Library Information. 

• Open – Insert the time of day that your library opens for each day of the 

week. For days that your library isn’t open, type Closed. 

• Closed – Insert the time of day that your library closes for each day of the 

week. For days that your library isn’t open, type Closed. 

Note: Library hours entered here are simply information for your patrons. 

They don’t have any bearing on the Due Date Calendar. 

• Library Map Link – Insert the link to where your library is located. 

Example: MapQuest allows you to create a map showing your library’s 

location. Go to MapQuest’s site (www.mapquest.com). Type in the name 

of your library, the physical address (no PO Boxes) including City, State and 

Zip; then click Search. Block (highlight) and copy (Ctrl-C) the URL in 

the Link to this Page field. Enter the URL in the field by putting your cursor 

in the Library Map Link field and pressing Ctrl-V (paste). Patrons who click 

the Library Map link from the Information page in OPAC will see a map 

showing your location. They can also get driving directions to and from your library. 

• Librarian Name – Insert the name of the Librarian, Media Specialist or Director. 

• E-mail Address – Specify an e-mail address for your library. 

• Phone Number – Insert the library’s phone number. 

• Address – Insert the library’s address, including City, State and Zip Code. 

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• Miscellaneous Information – Insert your mission statement or other information 

about your library that may benefit your patrons. 


Note: Personalizing your Library Information page is also beneficial with respect to 

generating form letters for overdue notices, items out, etc. Default form letters are 

customized with Misc Fields, i.e., Library Address, Library Phone Number, etc. Each 

time form letters are printed, the data you entered here will be merged automatically 

into your form letter(s). 

News And Messages 

News and Messages allows you to create a custom Welcome Message for display in 

Atriuum’s OPAC. You can also advertise your library news and events using this form. 

Customize Your News and Messages 




• Click News and Messages. 

• Message 1 Heading – Change to your preferred opening or welcome heading 

if you don’t want the default “Welcome!” heading. 

• Message 1 Text Box – Use this field to elaborate and enter more text welcoming 

patrons to utilize your library and Atriuum’s OPAC. 

• Message 2 Heading – Change to your preferred announcement or news 

heading if you don’t want the default “News” heading. 

• Message 2 Text Box – Enter announcements, library news and/or events that 

you want to make known to your patrons. 

• You can create you news and messages in Atriuum via HTML or Plain Text. 

Change to HTML if you don’t want to use the default of Plain text. 

Note: HTML is written in the form of tags, surrounded by angle brackets (< >). 

Should you decide to use HTML (HyperText Markup Language) for creating 

your News and Messages, you will need to type your entries into the fields 

in HTML format. 

A plus to using HTML is that a web calendar, i.e., Google Calendar, can be 

embedded into your News and Messages page for scheduled library 

events, i.e., Author Visit, Workshops, Book Fair, Summer Reading, etc. 


Tips: 

Did you know 

Entering your Library Info 

is useful in populating form 

letter data. 

Notes: 

News and Messages 

www.booksys.com 71

Tips: 

SURFit (Federated Searching) 

Note: SURFit is an Annual Subscription Service that maintains active connections to 

a variety of Free and Paid Subscription databases. Please contact your Account 

Manager for more details about this optional service. 

SURFit Settings 

Notes: 

SURFit is a powerful Federated Search tool for Atriuum’s OPAC that fulfills the need to 

search and retrieve information simultaneously across multiple resources including, 

online databases, web resources and Z39.50 targets. 

SURFit supports a multitude of Metasearch protocols such as OpenSearch, OpenURL, 

OpenContent, Free and Subscription-based electronic databases and Z39.50 

clients. Some of the pre-configured selectable “Free” resources included in SURFit 

are: Google Books, WikipediA, Project Gutenberg, etc. Additionally, you can specify 

the sources your patrons search and choose the order in which the results will 

display. 

Configuring SURFit Settings 

SURFit (button) can be displayed in multiple locations in OPAC. Decisions made in 

this area apply to the location(s) and search option(s) of SURFit. 

• Click Admininstration on 

the Top Menu Bar. 

• Click OPAC from the 

menu options. 

• Click SURFit Settings. 

The SURFit Settings 

form appears. 

• Read through the chart below. Select radio buttons or type entries as 

necessary. 



“Link Resolver Settings Saved Successfully.” 


Action 

Setting: 

In Keyword Search in Search Results 

Definition: 

Configure Atriuum to display a SURFit 

(button) next to the Keyword Results. 

When clicked, SURFit will do a Keyword 

search on all the Web Services that you 

have enabled. 

Image: 

Click Yes, to display a SURFit option for 

Keyword search. 


Note: some sites only support Keyword 

and/or ISBN search. 

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Setting: 

In ISBN Search in Search Results 

Tips: 

Definition: 

Configure Atriuum to display a 

SURFit (button) next to each search result 

found in the Summary Results screen. 

When clicked, SURFit will do an ISBN 

search for that specific item on all the 

Web Services that you have enabled. 

Image: 

Setting: 

In ISBN Search in Full Details 

Click Yes, to display a SURFit option for 

an ISBN search in the Search Results list 

for that item. 



Definition: 

Configure Atriuum to display a SURFit 

(button) within the Full Details screen. 

When clicked, SURFit will do a search 

by ISBN for that specific item on all the 

Web Services that you have enabled. 

Click Yes, to display a SURFit option 

for an ISBN search in the Full Details 

screen for that item. 


Notes: 

Image: 

Setting: 

Number of Keyword Search Results 

Displayed Initially 

Definition: 

Configure Atriuum to display X number 

of results returned from each Web 

Service without having to click on the 

See More Results link (blue text). 

Change the number if you don’t want the 

default of 5 results to display under 

each Web Service. 

Image: 

www.booksys.com 73

Tips: 

Defining SURFit Search Strategy 

• Click Admininstration on the Top Menu Bar. 

• Click OPAC from the menu 

options. 


The SURFit Settings form appears. 


• To define your SURFit Search Strategy, select one of the following: 

º º List of Web Services – list of pre-configured web services within Atriuum 

from which you can choose. 

º º External Resolver – useful for libraries that already have a subscription 

with another vendor for Federated Searching, i.e., WebFeat, etc. that 

supports OpenURL. 

Note: List of Web Services is recommended for most libraries. 


If you selected List of Web Services, the Add Web Services (button) will 

appear so that you can choose the web services that your patrons will be 

able to search. 

Notes: 

• Click Add Web Services (button). 

The SURFit Web Services form 

appears. 

• Select the Appropriate Web 

Service from the drop down list of Available web services. 

• Click Add To SURFit (button). 

The Web Service will now display in the queue. 

Note: some of the “Free” services require you to create an account prior to 

selecting them. Amazon requires a Subscription ID and ISBNdb requires an 

Account ID. Click on the Subscription ID (blue text) or the Account ID (blue text) 

to go to the web site of those services and create your “Free” account. 

• Repeat the two steps listed above to add additional Web Services to the 

queue. 

Note: the order that the Web Service appears in the queue, is the order it will 

appear on the page, with its search results, when a patron accesses SURFit 

in OPAC. 

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• To reposition the order of the Web Service, thus changing the Web Service’s 

results placement in OPAC, click to highlight the name of the Web Service in 

the queue. 

Tips: 

• Click the Up or Down arrows (buttons) according to your specifications for 

positioning. 


Deleting a Web Service 

• Click Admininstration on the Top Menu Bar. 




The SURFit Settings form appears. 

Notes: 

• Click Add Web Services (button). 

The SURFit Web Services form appears. 

• Click to highlight the name of the Web Service in the queue. 

• Click Remove (button). 


www.booksys.com 75

OPAC Theme Customization 

Tips: 

Notes: 

Customizing Atriuum’s OPAC Theme 

With Atriuum you have a choice of OPAC themes to choose from. To globally set the 

OPAC theme for your library do the following: 



• Click OPAC from the menu option. 

• Click OPAC Settings. 

• To designate the OPAC screen your patrons see whenever they access your 

library’s catalog, click on the drop down list next to Default OPAC Theme as 

shown below. 

• Highlight the theme of your choice and click to select it. 

Note: Refer to the “OPAC Themes” section of this training manual for screen 

shots of each available theme. 

• Click Save Changes to keep your setting. 

Customizing the OPAC Theme for a Specific Workstation 

Atriuum allows you the flexibility of setting up other computers in your library with 

different theme(s). If your library has both elementary and middle school students you 

might want to simultaneously have KidZviZ and Lazy Days set up on one or more of 

your computers. Go to each machine that you want to change the theme for and do 

the following: 




• Click Machine Settings. 

• To designate a different OPAC 

screen for a specific workstation in 

your library, click on the drop down 

list next to OPAC Theme For This 

Machine as shown below. 

• Highlight the theme of your choice 

and click to select it. 

• Click Save Changes to keep your 

setting. 

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OPAC Themes 

Classic OPAC Themes 

www.booksys.com 77

OPAC Themes 

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OPAC Themes

OPAC Themes 

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OPAC Themes 

Holiday OPAC Themes 

www.booksys.com 81

OPAC Themes 

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OPAC Themes 

Seasonal OPAC Themes 

www.booksys.com 83

OPAC Themes 

Other OPAC Themes 

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Patrons Menu

Add Patron 

Tips: 

Did you know 

Nicknames can be 

searched for just like first 

names and it appears 

in Atriuum with quotes 

around it, i.e., “Buddy”. 

(Refer to Page 90 for details.) 

Notes: 

Patrons Menu 

The Patrons Menu allows you to manage your patron records database by adding, 

editing, and/or deleting patron records. You can perform these processes individually 

or in batch. Preparation of Form Letters (for overdue notices, items out, etc.) and/or 

patron barcode production are also available from this menu. 

Note: Define Patron Circulation Classes before adding patron record(s) to your database. 

Add Patron 

The Patron entry screen is divided into 5 sections: 

Name/Barcode, Demographics, Other Info, Media, and 

Patron Picture. All that is required to save a patron to 

the Atriuum database is their Name and Barcode. 

However, it is highly recommended that you also 

choose a Patron Circulation Class and Patron Report 

Class. 

Just in case you have to enter a patron manually, 

the steps that follow indicate how to do it. 

• Click Patrons on the Top Menu Bar. 

The Patrons menu options appear. 

• Click Add Patron from the menu options. 

• Last Name – insert the last name of the patron. 


• First Name – insert the first name of the patron. 


• Nickname – insert the nickname or name that the patron goes by. 


• Barcode - press Tab twice if you accept the “next available” barcode; 

otherwise, press Tab once and type your specific barcode while “next available” 

is highlighted. 

Note: You may configure Atriuum so that you can type a specific barcode number 

into this field instead of assigning the next available barcode number. 

Administration | Library | Library Settings | Default to Next Available. 

Select “No” and click Save Changes. 

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Tips: 


• Select the appropriate Patron Circulation Class from the drop down list. 

Patron Circulation Class refers to the Circulation Rules that govern loan 

permissions for specific groups of patrons. Your drop-down list options 

might include Staff, Student, Adult, Children, etc. 


• Select the appropriate Patron Report Class from the drop down list. 

Patron Report Class should correlate to the way that you intend to generate 

your overdue notices, i.e., teacher’s class, homeroom, etc. Statistical Reports 

can also be generated by Patron Report Class. 


• Address – insert the street address of the patron. 


• City - insert the city in which the patron is located in. 


• Accept the default State; or select the appropriate State from the drop down 

list. 


• Accept the default Country; or Select the appropriate Country from the drop 

down list. 

• ZIP Code – insert the zip code for the patron’s address. 

• Home Phone – insert the patron’s home phone number. 


• Work Phone – insert the patron’s work phone number. 


• FAX – insert the patron’s fax number. 


• Other Phone – insert the patron’s cell phone number or another phone 

number that you can use to get in touch with this patron. 

• Press Tab to move to the Other Info section; otherwise, click Save (button). 


Notes: 

Add Patron

Tips: 

Other Info Section of Add Patron 

º º User Def 1 – 5 fields can be renamed to something more meaningful as 

mentioned in the Library Administration section of this Manual. For 

example, Block 1 Teacher, Homeroom, etc. If applicable to this patron, 

enter info relative to the User Defined field you are in. 

Add Patron 

Notes: 

º º Unique User Def 1 – 2 fields can also be renamed to something more 

meaningful. However, it is important to note that information entered 

into these fields must have only one occurrence in the database. 

Examples of Unique User Defined data are Driver’s License Number, 

Social Security Number, etc. 

º º Comment – insert a general comment about the patron, such as 

a preference for mystery novels or biographies, etc. 

º º Press Tab. 

Alert – insert a warning about the patron to alert staff members when 

circulating materials to this patron. Alerts display in red and appear 

when patron information is accessed. 


º º Patron Note – insert additional information about the patron. 

This additional information might be positive, like Internet Permission Form 

on file, or negative, like documentation about previous disciplinary action, 

etc. This field is intentionally hidden from view. Click the More button to view. 


º º Lexile – insert the Lexile reader measure (a person’s reading ability on 

the Lexile scale) or the patron’s Lexile range (the suggested range 

of Lexile measures that a reader should be reading, i.e., 50L above 

to 100L below his or her Lexile measure). 


º º Refund Notice – insert a message explaining why a refund should be given. 

Note: If you have enabled the “Automatically Notify When Refund Is Due” 

Setting under Circulation Administration, a refund notice displays 

automatically in this field and on the Circulation screen. If you disable 

this feature, this field won’t appear on the Patron Entry form. 


º º Birthdate – insert the patron’s birthdate (mm/dd/yyyy). 


º º Card Expires – insert the expiration date (mm/dd/yyyy) of a patron’s 

library card. This date provides Atriuum the mechanism to block 

the patron from circulating item(s) when the expiration date is reached. 

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º º Patron Link Identifier – insert a unique identification number in this field. 

It will be used to identify a patron during patron import. When the Patron 

Link Identifier value is matched, Atriuum will update the patron’s information. 

When the value isn’t matched, Atriuum will add patron data as a new patron. 


º º Grade Level – this field may be referenced as Marital Status. It can be 

defined by the user as a User Defined Field. Therefore, the field name label 

will reflect the terminology saved under Library Administration (as described 

previously in the “User Defined Fields” section of this training manual.) 

Insert the appropriate notation for the grade level; or appropriate notation 

that represents the person’s Marital Status. 


º º PIN - type the patron’s Personal Identification Number. This field is 

populated with eight (8) dots by default. The value (up to 32 alphanumeric 

characters) that you place in this field must be retyped again in the Verify 

PIN field. 

Note: Patron Barcode, or Patron User Name, and PIN are required to log 

on to My Items in OPAC to access personal circulation data, reserve items 

and/or create book lists. 


º º Patron User Name – insert a name for the patron to be able to log on 

(gain access) to My Items in OPAC. This field may contain alphanumeric 

characters if you choose. 


º º Verify PIN – retype the patron’s Personal Identification Number as 

you typed it initially. 


º º Has Barcode Been Printed – indicate the patron’s barcode has been 

printed by placing a check mark in the check box. 


º º Can Create Book Lists – indicate, by placing a check mark in the check 

box, that the patron has permission to create book lists via the My items 

area of OPAC. 


• Media – this section relates to electronic file(s) or document(s) associated with 

the patron (in .pdf, .doc, .rtf, .jpg, etc. format). For example, copy of driver’s 

license, application for library card, Internet permission form, etc. In the Name 

field, type a meaningful name for the associated file; insert the path to the 

document to upload the file to the Atriuum server. 


Tips: 

If you choose, Patron(s) can 

log on to My Items in OPAC 

with their Barcode Number, or a 

Patron User Name, and a PIN 

to access: 

Personal Circulation Data, 

Reserve Items, 

Renew Items 

and/or 

Create Book Lists. 

Notes: 

Add Patron

Tips: 


• Patron Picture – Insert the path of the picture file to upload a patron’s photo 

to the Atriuum server. 

Edit Patron 

Notes: 

Note: Patron pictures may also be imported into Atriuum. Refer to the 

documentation provided under Administration | Library | Downloads. 

• Click Save (button) to add this patron to your database. 

• To add another patron manually, click Add New Patron (button) on the Edit 

Patron form and repeat the process above. 

Edit Patron 



• Click Edit Patron from the menu options. 

• To lookup a patron, do one of the following: 

º º Scan the patron’s barcode in the Barcode 

field; OR type the patron’s barcode 

number and press Enter. Proceed to 

Modify/change information in any of the fields. 

º º Type the patron’s name and press Enter. 

Note: Patrons can be looked up by their whole name (last name, first name); 

a partial or whole last name; a partial or whole first name; a nickname. 

Examples: 

• whole name – smith, bryan or bryan smith (with a space between 

first and last name) 

• partial last name – smi 

• partial first name – ,bry (to search by first name enter a comma (,) before 

the patron’s given name) 

• nickname - ,buddy 

º º Select the patron by clicking on the patron’s name (blue text) in the list of 

results. 

• Modify/change information in any of the fields on the Edit Patron form. 

• Click Save (button) to save your changes. 

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Print Form Letters 

Communicating Using Patron 

Form Letters 

Atriuum provides a variety of form letter templates 

for your use. You may edit any of the existing 

form letters to meet your needs. All variable 

data, i.e., library name, patron information, item 

information, etc. are derived dynamically from 

the Atriuum Item and Patron databases. 

Tips: 

To print multiple Form 

Letters on a page, select a 

Form Letter with (3/page) in 

the name from the letter To Print 

drop down list. 

Note: Before you begin printing letters, make 

sure that you have the latest version of Adobe 

Acrobat Reader installed on your computer. 



• Click Print Form Letters (menu option). 

• Select Overdue Items w/Cost (3/page) from the 

Letter to Print drop down list. 

• Click Filter (button). 

• Check the box (in front of) Patrons Who Have 

Items Overdue. 

Notes: 

Form Letters 

• Click Generate List (button) or press Enter. 

• Click Print / Send E-mail (button). 

• Once the form letters are generated, they automatically appear in a PDF 

window for your observation. Print from the generated PDF. 

Note: Atriuum supports e-mail communication of overdue notices. Since this is 

a cumulative notice (3/page), e-mail transmission is not recommended. 

Also, form letter queues may be sorted (see drop down list for sorting options). 

Atriuum is capable of updating your patron data dynamically daily from the district 

Student Management System. Book Systems’ technician(s) and your district technician(s) 

will set up the appropriate protocol between the Student Management System and Atriuum. 

www.booksys.com 91

Print Patron Barcodes 

Atriuum allows you to print smart or dumb barcodes for your patrons. Smart barcodes 

contain patron information on the top of the barcode. Dumb barcodes only contain the 

barcode number with no patron information, i.e., patron name or patron circulation 

class. You can print as few as one label or as many as you need. You can even 

customize the layout of what prints on the patron barcode label. Let’s get started! 

Tips: 

Customizing Patron Barcode Labels 



• Click Print Patron Barcodes from the menu options. 

• To customize the barcode layout (the way it will print on the label), click 

Choose Patron Barcode Fields. 

º º Review the Sample area of this screen 

first; then make the appropriate 

selections of the fields to be printed in 

each of the drop down lists next to 

Barcode Field(s) 1 – 4. 

º º Click Font… (button) next to any of 

the fields on this screen to change 

how the data will appear in print. 

From this screen, choose the font, 

font style, font size, font color, and/or position of the text on the printed 

label, i.e., left, center, right. Click Set Font (button) to save your changes. 

Notes: 


º º Display Human Readable – the “Yes” option will print the number below 

the barcode stripe; “No” will print only the barcode stripe without the 

corresponding barcode number. The default selection of “Yes” is 

recommended for patron barcodes. 

º º Display Library Name - the “Yes” option will print the library name on the 

barcode label; “No” will cause the library name not to be printed. 

The default selection of “Yes” is recommended for patron barcodes to 

provide identification about members of the library. 

º º When checked, Use Static Library Name allows you to type in the name 

of your library as you want it to print on the barcodes. Number of 

characters is dependent on font size and/or label width. 

º º Click Save Changes (button) when you are finished. 

www.booksys.com 93


Tips: 

When you need to print 

a partial page of labels, 

print the bottom labels 

first by changing the 

Starting Row and Starting 

Column fields according to 

the number of labels you need 

to print. 

Notes: 

Queuing Barcodes 



• Click Print Patron Barcodes from the menu options. 

• To queue up the barcode numbers for the barcode labels you want to print, 

do one of the following: 

º º Type the Patron barcode number(s) in the Barcode list; click Add (button) to 

insert them in the Print Queue. 

º º Click Lookup (button) and type search term(s) in the Name / Barcode 

field; press Enter. Click the name to insert the barcode into the Print 

Queue and repeat the steps for other patrons. 

º º Click Filter (button) and use the Creating List: Patron Report Wizard 

to queue up groups of labels in batch. On the Filter screen create the 

query by making the appropriate drop down list selection(s) and/or use the 

Data Type and Search Term field(s) to add the barcodes to the Print 

Queue; click Generate List (button). 

Note: Refer to the “Filtering Reports” section of this Training Manual for 

more information about how to use the filters in Atriuum. 

Additionally, if you add an item to the Print Queue by mistake, click 

the check box next to the label you want to remove and then click 

Remove Selected From Queue (button) to remove it from the Queue. 

Printing Queued Barcodes 

• Select the appropriate label stock 

from the Label to Print drop down 

list. 

Note: If the Label To Print drop down ºº list appears empty, click Refresh Labels 

(button), then make your selection. The last label type used to print patron 

barcodes automatically displays in this field. 

• To print on a partial page of labels, change the Starting Row and Starting 

Column position of the first label available for print from the default of 1. 

Columns 

1 

Rows 

2 3 

1 

2 

3 

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• Change the number of Copies Per Barcode if you need duplicate, triplicate or 

more than the default of 1 copy. 

Note: This feature is useful for printing the same barcode for multi-part items, 

Braille books, etc. 

• The Print Queue may be sorted before printing. To do so, click the drop down 

list button next to Queue By and click on the option to select it; click 

Sort (button). 

• If you have successfully printed 

patron barcode labels from Atriuum before, click the check box next 

to Clear Queue After Print to remove the barcodes from the Print Queue. 

It isn’t recommended that you check this box until your printer has been 

properly aligned. 

• Click Print Labels In Queue (button). 

A progress bar displays the label generation process. 

Note: Atriuum previews your labels as a 

PDF in a new window. The first time that 

you print, select Current Page on the 

print dialog. Always verify that the 

labels are aligned before you print and 

possibly waste a lot of label stock. If edits or 

adjustments are needed, click the 

close button on the PDF. When changes 

are made, click Print Labels In Queue. 

Repeat this process until you have your 

printer aligned and configured properly. 

If the label meets your needs, click the 

PDF Print button. 

Tips: 

Before printing barcode labels, 

make sure: 

page scaling is set to none 

and 

Auto-Rotate and center is 

unchecked 

(as shown below the barcode 

label image on this page) 

Notes: 


• Click Print (button). 

• If this is your first time to print patron barcode labels from Atriuum, print on 

white paper. Additionally, select Current Page (as shown above) from the Print 

Range section of the Print window and click OK (button). Put a sheet of label 

stock in front of the printed page of labels and hold it up to the light to make 

sure that the labels will print inside each label’s border. 

• If you have successfully printed patron barcode labels from Atriuum before, put 

your label stock in your printer and click OK (button). 

Aligning Your Printer 

To align your printer, make changes to the horizontal and vertical adjustments for the print 

head by entering the new values in the appropriate fields in the Choose Barcode Alignment 

Settings section. The default values are “0”. It is recommended that you use increments 

of 5, 10, 15, 20, etc. when changing a value in these fields. 

• For Horizontal Offset (in points), enter a smaller number to move the print head 

to the left or a larger number to move the print head to the right. Should the 

horizontal offset not be aligned when you are at “0”, use a negative number 

to continue left. 

www.booksys.com 95

Tips: 

• For Vertical Offset (in points), enter a smaller number to move the print head 

up or a larger number to move the print head down. Should the vertical offset 

not be aligned when you are at “0”, use a negative number to continue up. 

• Internal Label Padding (in points) is the space 

(margin) between the label’s edge and its 

printed information. For more space between 

them, specify a larger number. For less space 

between them, specify a smaller number. 

Fic Gri Grisham, John 

The Client 

1233456678997885214 

00000001 

Your Library Name 

Reclassify Patrons 

Notes: 

Reclassify Patrons 

Global changes of Patron records are done via Reclassify Patrons. You can use this 

feature to make the following modifications to groups of patrons: 

º º Patron Circulation Class – Specified by user. 

º º Patron Report Class – Specified by user. 

º º User Defined Fields – Marital Status, Grade Level, or User Def 1-5. 



• Click Reclassify Patrons from the menu options. 

• To queue up the barcode numbers for the patrons you want to reclassify, 

do one of the following (Filter option is preferable unless you have the 

barcodes for the patron in hand): 

º º Type the patron barcode number(s) in the Barcode list; click Add (button) to 

insert them in the Reclassify Patrons Queue. 

º º Click Lookup (button) and type search term(s) in the Name/Barcode field; 

press Enter. Click the name to insert the barcode into the Reclassify Patrons 

Queue and repeat the steps for patrons entries. 

º º Click Filter (button) and use the Creating List: Patrons Report Wizard 


query by making the appropriate drop down list selection(s) and/or use 

the Data Type and Search Term field(s) to add the barcodes to the Print 

Queue; click Generate List (button). 

Note: Refer to the “Filter Reports” section of this Training Manual for 


Additionally, if you add an item to the Reclassify Patrons Queue by 

mistake, click the check box next to the patrons you want to remove. 

Then click. Remove Selected From Queue (button) to remove it from the 

Queue. 

• Click one or more of the following check boxes to enable the option(s) you 

want to change: 

º º Change Patron Circulation Class 

º º Change Patron Report Class 

º º Change Marital Status or Grade Level 

º º Change User Def 1-5 

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• For each check box you check (enable); click its drop down list (button) 

to open a list of options and select an appropriate one from the list. If a 

field displays, enter your notation in the field. 

Tips: 

• Click Reclassify Patrons (button) to make the 

changes to all queued records. 

A progress bar opens showing the percentage of completion. 

Once it finishes, the Reclassify Items form reopens telling you how many successful 

moves (changes) were made. 

Notes: 

Reclassify Items 

www.booksys.com 97

Catalog Menu

Tips: 

Catalog Menu 

The Catalog Menu allows you to manage your item and 

holdings database by adding, editing, and/or deleting. 

When adding items to your database, you’ll complete 

two processes: creating and saving a bibliographic 

record and adding a holding record (for each copy). You 

have a choice of bibliographic entry forms: Full or Easy. 

Catalog Menu 

Notes: 

Full Entry form 

Easy Entry form 

You can view saved cataloged records as a Card Image or in the MARC Editor. On 

the MARC Editor, you can add, edit or delete MARC fields and/or subfields, including 

editing the leader. 

Additionally, from the Catalog menu you can: 

• Add Imported Records 

• Brief Record Marking (in batch) 

• Consolidate (merge) Bibliographic 

• Create Brief Records 

• Delete Bibliographic and/or Holdings (in batch) 

• Edit Items (make changes to individual records) 

• Import / Export MARC Records 

• Perform Inventory 

• Mark Items Lost/Found 

• Print Item Barcodes and/or Spine/Pocket Labels 

• Reclassify (change) Items 

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Quick Cataloging 

Atriuum actually makes cataloging fun! Quick Cataloging and ISBN scanning is as 

good as it gets. 


• Put your cursor in the ISBN field in the left column. 

• Scan the ISBN number; or type the 

ISBN number and click the Add (button). 

Note: only the publisher printed 

barcodes that begin with 978 are 

ISBN encrypted barcodes. Any 

other is a standard UPC barcode. 

10 or 13 digit ISBNs are acceptable. 

Tips: 

The Quick Cataloging field 

accepts 10- or 13-digit 

ISBNs. Scan the publisher 

printed barcode or type and 

click Add (button) to “quick” 

catalog an item. 

Configure your web 

browser to work 

optimally with Atriuum. 

(Refer to Page 175 for details 

before you begin cataloging). 

• Select the appropriate Age Group and/or Material Type from the drop down 

lists on the Add Item: Bibliographic Record form. 

• Make any other necessary changes to the downloaded bibliographic record in 


• Click Save (button) at the top of your screen. 

Successful change to bibliographic record(s) database will be indicated in green 

text and a warning that the record has no holdings information in orange text: 

Notes: 


• Click Add Holdings (button). 

Each holding is unique. There may be more than one Holding attached to 

a bibliographic record. Each Holding may be changed as appropriate. 

• Insert the numeric value for the Number of Identical Copies to Add for this 

holding. Change the number from the default of 1 copy to the number of items 

you actually have. Additionally, Atriuum is configured to supply the next available 

Holdings Barcode number. However, you may type or scan a specific barcode 

into the field if you do not want the system to supply the next available number. 

Note: When you add mutiple copies examine the call number after you 

have saved it and make any necessary changes. 

• Press Tab twice if you accept the “next available” barcode; otherwise, press 

Tab once and then type or scan your specific barcode while “next available” 

is highlighted. 

www.booksys.com 101

Tips: 

Did you know 

You can catalog an item 

without assigning a 

barcode number by 

checking the On Order 

checkbox on the Holding 

Record form. 

Note: You may configure Atriuum so that you can type a specific barcode number 

into this field instead of assigning the “next available” barcode number. 

Administration | Library | Library Settings | Default to Next Available. 

Select No and click Save Changes. 

• You may want to pre-catalog an item you have ordered. Should you do so, 

Atriuum will allow you to note that the item is on order by checking the On 

Order box. 

Note: To add a Holding Record without assigning the holding a barcode 

number, check the On Order checkbox. Use the “List of On Order Items” 

located under Other Reports to view and/or edit those items. 

• You may choose to make an item hidden from OPAC. If so, check the Hide 

from OPAC box. 


Notes: 

Note: Expensive items such as equipment are examples of items that you 

may choose to hide from OPAC searches. On “hidden items” you may 

exercise all other functions as usual, i.e., check out, inventory, etc. in the 

Administrative side of Atriuum. 


• Select the appropriate Item Circulation Class from the drop down list. 

Item Circulation Class refers to the rules that govern circulation of specific 

types of materials, i.e., book, AV materials, etc. It cross references with the 

Patron Circulation Class in Atriuum’s Circulation Rules, to limit or restrict 

borrowing permissions. 


• Select the appropriate Item Report Class from the drop down list. 

Item Report Class should match the Call Number designation for tabulation 

when an item circulates. For example, the Item Report Class of Fiction would 

apply to all items that are designated F, Fic, etc. 


• Select the Condition from the drop down list. 

This option lets you document the condition of the item being added. 

The default setting is Like New. 


• Call No. Prefix – insert appropriate notation or leave blank. 

Appropriate notation represents anything that would be expressed above 

the classification number, i.e., Ref, Pro, VHS, etc. Leave blank if appropriate. 


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• Call No. – accept or modify data. 

Examine the data that appears from the Quick Cataloging input. 

Make this field show the actual classification and cutter information that will 

appear on your spine label for this item. Dewey number and 1st three letters 

of the author’s last name is a typical example. 


Tips: 

Use Reclassify Items to 

the populate the Cost 

field of items where the Cost 

field is empty or has no cost, 

i.e., $ 0.00. 

• Call No. Suffix – insert appropriate notation. 

Appropriate notation represents anything that would be expressed below the 

classification and cutter information, i.e., copy and volume info. 

For example, c.1, v.1, vol.1. etc. Leave blank if appropriate. 


• Insert Cost if known at the time of entry. (May be modified later). 


• Select the appropriate Physical Location from the drop down list. 

Choices may be set up by the administrator to represent where the 

material is to be placed when it is in the library, i.e., CDs may be on 

a CD Carousel. Consult with the administrator of the library if an 

additional location needs to be added and you do not have permission 

to add locations. 


• Select the appropriate Vendor from the drop down list. 

Vendor Names may be set up by the administrator. Consult with the 

administratior of the library if an additional vendor needs to be added and 

you don’t have permission to add vendors. Otherwise, use the default of 

No Vendor in this field. 

Notes: 



• Purchase Date defaults to the system date unless you specify otherwise. 

Either use the calendar button to choose a date or type in a date in 

the form of mm/dd/yyyy. 

Note: Include the foward slashes and not dashes when entering the date. 


www.booksys.com 103

Tips: 

Did you know 

Donor information is 

searchable in OPAC. 

Entering information about 

library donors into the 

Holdings Record allows 

patrons and donors alike to 

search by the donor name(s). 

The Kit information field 

reminds you to inspect 

multi-part items for 

complete distribution and 

return. 

• Donor information may be tracked in Atriuum. 

Identify items that have been donated to your library. 

Specify in the next 2 fields (Memory and Honor) the name(s) of person(s) 

to be memorialized or honored. 

• Press Tab as necessary to advance to the Funding Source field. 

• Funding Source may also be identified and tracked in Atriuum. 

Use this field to designate fund account, special funds, Title money, 

etc. Consistency of entry is always important. 


Notes: 


• Holdings Notes – notation specific to this holding. 

Autographed copy information; needs to go to the bindery, etc. are 

two examples of notation you might include here. The notation is 

searchable via Reports using an appropriate filter. 


• Kit Information – contents list of multi-part items. 

It may be a Book with a CD attached; a boxed set of CDs; contents of an 

enclosed kit, etc. All items in a kit are essential for its complete utilization. 

Note: depending on your Circulation Settings, the information recorded here will 

“pop-up” during circulation transactions, i.e., check out and check in, to remind 

you to inspect for complete distribution and return. 

Kit Info on the Circulation Menu: 

Kit Info on the Circulation Desk: 

• Click Save (button) to keep your entries. 

Successful change to holdings information will be indicated in green text, 

“Record Saved Successfully.” 

• To add an item manually, click Add New Item (button) on the Holding Record 

form and repeat the field entry process as descibed above. 

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Using eZcat with Atriuum 

Atriuum integrates seamlessly with eZcat (additional software) once you have configured 

it to locate your Atriuum server. Using eZcat, you can search for MARC records in 

numerous ways. Some of those ways are by: ISBN, LCCN, Author, Title, Subject, etc. 

You can search and download MARC records for books, videos, audios, etc. Icons 

indicate the type of material that was found. 

Just like Atriuum, eZcat has a Top Menu Bar. Because eZcat is a Windows-based 

program, it also has a Tool Bar. 

Menu Bar q 

Tool Bar q 

Before you begin, open Atriuum to the Librarian Log On screen to assist you with the 

configuration process. 

Initial Configuration to Add to Atriuum 

• Double Click the eZcat icon on your Desktop. 

Note: To reference your Address Bar, don’t maximize your eZcat program. 

• Click Admin on eZcat’s Top Menu Bar. 

The Administration Menu options are 


• Click Configure Add to Atriuum… from the 

menu options. 

• Fill in all of the following fields on the 

Configure Add To Atriuum dialog: 

º º Server – is for the TCP/IP address of your Atriuum server. Insert the 

numbered or named address of your Atriuum server (as shown underlined 

in the example below). 

Tips: 

Did you know 

eZcat is great for cataloging 

items that you can’t find 

a MARC record for 

using the ISBN for Quick 

Cataloging. 

Search available in eZcat are: 

Title, 

Author, 

LCCN, 

Series, 

Subject, etc. 

Notes: 

Using eZcat w/ Atriuum 

º º Port – insert 80 unless specified 

otherwise, i.e., http://asfb.booksys. 

net:8080 and 8080 would be the port. 

º º Library Prefix – insert the text as it 

appears in your Atriuum server address 

between libs/ and /LibrarianLogOn 

(as shown inside the parallelogram 

above). 

º º User Name – insert your Atriuum 

Username. 

www.booksys.com 105

Tips: 

º º Password – insert your Atriuum Password. It will be remembered, but 

you will have to confirm (type in) your password at the beginning of 

each session. 


Notes: 

Note: Special characters can’t be part of the password, i.e., !, @, #, $, %, 

etc. Additionally, you must have cataloging worker permissions in order to 

integrate eZcat with Atriuum. 

º º Location – Distributed Atriuum customers should insert Main Library. If 

you’re part of a Centralized Atriuum database, insert the name of the 

Branch you log on to. 


eZcat will keep all the configuration settings you inserted indefinitely, except for your Atriuum 

Password. For example, each time you open eZcat, the first time you attempt to add a 

record from eZcat to Atriuum, you will be prompted to enter your Atriuum password. Type 

in your password and press OK. As long as you don’t close the eZcat application during 

your catalog session, you will not be required to re-enter your Atriuum password as you 

add records. 

Initial Configuration of eZcat Preferences and Local Holdings 

eZcat has configuration options that clean (remove) tags and/or subfields from 

each MARC record that you download. Additionally, you can configure it to add 

local holdings information, i.e., call number, barcode, cost, etc. should you decide 

to download records to a file instead of directly into Atriuum. This process only has 

to be performed once. 


The Administration Menu options are extended below the Top Menu Bar. 

• Click Cleaning Preferences from the menu options. 

• Review the list of MARC tag numbers in the Clean column. If 852 isn’t in 

the list, type 852 in the center dialog field. 

• Click 

to insert it into the Clean column. 



The Administration Menu options are extended below the Top Menu Bar. 

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• Click Configure Local Holdings from the menu options. 

• Make sure that the Local Holdings Field is set to 852. 

Tips: 

• Click 

4 times. 

• Click the check box next to “Ask me for the call number every time I export” 

to instruct eZcat to prompt you for your call number. 

• Click . 

• Click the check box next to “Ask me for a barcode number every time I 

export” to instruct eZcat to prompt you for your barcode number. 

• Click the check box next to “Ask me for the cost every time I export” to 

instruct eZcat to prompt you for the cost of the item. 

• Click Finish (button). 

It is good to set these preferences at the beginning and eZcat will remember them 

every time that you use the program. 

Initial Selection of Library Connections in eZcat 


• If prompted, click Close (button) to close out the 

Tip of the Day. 

• Click Connections on eZcat’s Top Menu Bar. 

The Connections Menu options are extended 

below the Top Menu Bar. 

• Click Download 

Latest Connection 

List… from the 

menu options. 

• Click Get List (button). 

• After the list is downloaded / updated, 

click Close (button). 


Notes: 

Using eZcat w/ Atriuum

Tips: 

1. To establish connections with other 

library databases, click on 

eZcat’s Tool Bar. 

The Connect to: dialog box appears. 


Notes: 

2. Click OK (button) to connect to 

Library of Congress’ 20+ million 

database. 

3. Click on eZcat’s Tool Bar. 

4. Click Lookup (button) to view a list 

of available Z39.50 servers that are 

already pre-programmed for your use. 

5. Click to Highlight a library name to which you wish to connect. 

Note: instead of having to scroll down the list with your mouse, type the first 

letter of the library name that you want to try and connect to. 

6. Click OK two separate times to add the library to your eZcat connections 

list, i.e., Click OK on the Lookup Connections List and OK on the 

Connect To: dialog. 

• Repeat steps 1-5 as many times as you need to establish your connections 

list. 

Note: most librarians connect to 5-10 libraries. Some suggestions of 

libraries that I choose, in addition to the ones shown above, are Auburn 

University, Capital Area Library District, Colorado Unified Catalog, Metro 

Boston Library Network, North of Boston Library Exchange, OhioLink, and 

University of Alabama – Birmingham (shown below). 

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• Click File on eZcat’s Top Menu Bar. 

The File Menu options are extended below 


Tips: 

• Click Save As… from the menu options. 

• Type a meaningful name for your connections list filename, i.e., 

My Connections, Video Connections, AV Connections, etc. 


Second and Subsequent Uses of eZcat 


• If prompted, click Close (button) to close 

out the Tip of the Day. 

• Click File on eZcat’s Top Menu Bar. 

The File Menu options are extended below 


• Click 1 filename.ezc (where “filename.ezc” 

represents the name of your connections 

list file as you saved it in the previous 

section) from the menu options. 

All the connections will send requests for permission to query the respective databases 

based upon your saved connections list. When you are connected you will see green 

light(s), next to the library name(s), and you can begin searching for MARC records. 

Even if one library name has a red light [not connected] to its left, you don’t have to 

remove it, nor will it prevent you from searching other connected library sites. 

Searching and Downloading Records into Atriuum Using eZcat 


• If prompted, click Close (button) to close out the Tip of the Day. 

Notes: 


• Click on eZcat’s Tool Bar; OR type Ctrl-S [(hold the Ctrl (key) 

down and press the S (key) on the keyboard]. 

• Type appropriate information in one or more of the following fields: 

Note: When data is typed in more than one field, the two are searched 

with a boolean “and” meaning that all terms specified must be present 

for a successful search. Therefore, use as few fields as necessary for 

successful searching. 

º º ISBN – scan a 10- or 13-digit ISBN number; OR type the ISBN number 

and press Enter. 

º º Author – type the last name of the Author; or the full name, in the form 

of last name, first name, i.e., GRISHAM, JOHN. 

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Tips: 

º º Title – type the most significant/unique 

word of the title. 


Notes: 

º º Subject Heading – type a Subject 

Heading term. 

º º Keyword – type a keyword. Keywords 

are very general and may find far too 

many items. 

Search results display in the left pane of the eZcat 

display beneath the respective library from which 

the MARC record was retrieved. 

Note: eZcat offers numerous Search Type 

options. To change the Search Type from 

the default, click the button above the 

field. Select the new Search Type from the 

list and then click Change type (button) [as 

shown right]. 

• Click the Title for any entry you 

wish to display in the right pane 

of the eZcat display. Review the 

MARC records that were found 

from each library until you find 

the one you want to download. 

• With the preferred record 

displayed in the right pane, 

click on eZcat’s Tool Bar. 

Data from the downloaded 

record from eZcat populates the 

appropriate fields in Atriuum’s 

Add Item: Bibliographic Record 

form. 

• Select the appropriate Age Group 

and/or Material Type from the 

drop down lists in the Core 

section on the Add Item: 

Bibliographic Record form. 

• Make any other necessary changes to the downloaded bibliographic record in 


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• Click Save (button) that is located above the Title field. 

Wait for the successful save message: 

Tips: 

When the bibliographic record has been successfully saved: 

• Click Add Holdings (button). 

Each holding is unique. There may be more than one Holding attached to a 

bibliographic record. Each Holding may be changed as appropriate. 

Note: Follow the instructions for Add Holdings as listed under the “Quick 

Cataloging” section of this Training Manual. 

• To return to eZcat for additional searching, click eZcat (button) on your 

Taskbar (as shown below). 

• Click on the eZcat’s Tool Bar and continue the process based on the 

steps in this section as listed above. 

Edit Item 

Once you have cataloged an item in Atriuum and saved it, use Edit Item to review 

and/or make changes to the item. To make modifications to a previously cataloged 

record, do the following: 

• Click Catalog on the Top Menu Bar. 

The Catalog menu options appear. 

• Click Edit Item from the menu 

options. 

• Lookup an item… 

From the Lookup Bibliographic Record form, do one of the following: 

º º Scan the item’s barcode in the Barcode field; OR type the 

barcode number and press Enter; 

º º Type search term(s) in the Search field with or without 

selecting a specific index and press Enter; 

º º Type the Item’s LCCN (Library of Congress Control 

Number) and press Enter. 

From the left column: 

º º Type search term(s) in the Keyword field 

and click Lookup (button) [or press Enter]. 


Notes: 

Using eZcat w/ Atriuum

Tips: 

• Select the item by clicking on the title 

(blue text) in the list of results. 

Edit Item 

Notes: 

• Modify/change information in any of the fields on the Edit Item: 

Bibliographic Record form. 

Note: Refer to the instructions in the “Quick Cataloging” section in this 

chapter for information about what type of data should be entered in each 

field. 

• Click Save (button) to save your changes. 

Buttons that lead to other options are available on the Edit Item : Bibliographic 

Record form are as illustrated: 

Each button and its function is described as follows: 

º º Save - Just as you save a record initially, it is necessary to click Save 

after making changes to a bibliographic record. 

º º Easy View - Click the Easy View button to 

display the bibliographic record for editing 

the Core and Analytics areas displayed on 

the Easy Entry form. Remember to save any 

changes you make. 

When you click the Easy View button, the 

name of the button changes to Full View 

by which you can access the complete 

bibliographic record form that includes 

Curriculum Objectives, Other and Media 

areas also. 

º º Delete - Click Delete if you wish to delete this bibliographic records and 

any holdings associated with it. 

Note: A warning message will appear allowing you to confirm your 

intent to delete by choosing OK; or, you may choose Cancel so the 

bibliographic record and associated holdings are not deleted. 

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º º Make Copy – Click Make Copy to copy the current bibliographic record in 

its entirety. This choice enables you to duplicate a bibliographic record 

quickly so you can make appropriate changes to match another item. For 

instance, you may have copies of a title but each is published by different 

publishers. Therefore, pagination, ISBN, and Publisher information needs 

to be modified to fit the title that is not accurately described by the existing 

bibliographic record in Atriuum. 

After making your modifications to the necessary fields in the electronic 

copy you made using the Make Copy function, remember to Save the 

new record. 

Tips: 

Now you have a record that describes accurately each copy of the 

same title by different publishers. Be sure to add the appropriate 

holding information to the new record that you created via the Make 

Copy function. 

º º History – Click the History button to see the history of activity related 

to the bibliographic record displayed on the screen. The illustration 

below indicates the history in Atriuum for a title, Alternative medicine. 

Each History Action is recorded on a separate line giving the following 

information: Title, Author, Holdings Barcode, Patron Name (when 

applicable), History Action Comment (when applicable), the Date 

Time Stamp for the Action, the type of History Action (such as adding a 

bibliographic record, adding holding information, circulating items), and 

the Worker Name associated with each History Action pertaining to this 

item. This is quite a dynamic audit trail that Atriuum keeps for you in the 

background until you call for its display. 

Notes: 

Edit Item 

º º Add Holdings – Use this button to add 1 or more copies of an item to 

Atriuum. When a new bibliographic record has been added to Atriuum 

or you wish to add another holding to an existing bibliographic record, 

you can add holdings by clicking the Add Holdings button and supplying 

the pertinent holdings information on the Holdings Record form. Again, 

remember to save the holdings information after you have completed the 

entry. 

º º Card – Click the Card button to display the bibliographic record in Card 

Image format, paragraphed with the data that is in each field within the 

record. This is a great way to see all the information at a glance. 

Additionally, the blue text shown on the card image are active links to 

the information displayed. Finally, the copy information related to the 

physical location, the item’s Call Number and the item status are shown 

in the lower left of the Card Image area. 

www.booksys.com 113

Tips: 

º º MARC – Click MARC to open the bibliographic record in a form that 

allows the cataloger to enter information in MARC notation. Fields, 

subfields, indicators and other MARC notation may be added, edited, 

and/or deleted using this form. This form should only be used by a 

cataloger who is proficient with the requirements of the elements in the 

MARC format. MARC format is far too complex to be described here as 

to its many variations and capabilities. 

Edit Item 

Notes: 

º º Study Programs – Reading Incentive programs are referred to in Atriuum 

as Study Programs. For any bibliographic record that is newly entered 

into the Atriuum database, the cataloger may elect to add pertinent 

data for either Study Program. First, click the Study Programs button to 

access the links for Accelerated Reader or Reading Counts. Click the 

link to open the Edit form for the Study Program information. Then fill 

in the dialog fields with appropriate data for each field by typing the 

data or choosing from a dropdown list. Save the results as part of the 

bibliographic record. 

When you have a an existing bibliographic record that contains Study 

Program data, you may need to edit it, if for any reason it is inaccurate. 

Click on the Study Programs button to display the Edit [Study Program] 

Information form. Accelerated Reader is illustrated below. Make 

appropriate changes and save the information. 

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Tips: 

º º Add New Item - Click the Add New Item button to clear the cataloging 

screen so you can enter another item. 

Note: Should you have edited a record, new or existing, and have not 

yet saved the changes, you will receive a warning message. You are 

asked, “Are you sure you are ready to leave this page There might be 

unsaved changes or an incomplete transaction….” Click OK to leave 

the page without saving the changes (edits) or click Cancel to remain 

on the page to complete the entry or to click the Save button to keep 

the bibliographic record with your edits. 

A blank Add Item : Bibliographic Record form presents itself for you to 

enter information about another item. 

Edit an Item’s Holding Record 

Holdings (copy) information, i.e., Barcode, Call Number and Action, is displayed 

in Atriuum above the bibliographic record. The word Edit in the action column 

is an active to the Holding Record form on which you can add or edit holdings 

information about each copy. 

This form also has buttons that lead to other options pertaining to the Holding 

Record form, as illustrated: 

Notes: 

Edit Holding 

º º Save - Just as you save a holding (copy) record initially, it is necessary to 

click Save after adding another copy or making changes to an existing 

holding record. 

º º Delete - Click Delete if you wish to delete this holding (copy) record 

associated with the current bibliographic record. 

A warning message will appear allowing you to confirm your intent to 

delete by choosing OK; or, you may choose Cancel so the holding 

(copy) record is not deleted. 

www.booksys.com 115

Edit Holding 

Tips: 

Notes: 

º º Make Copy – Click the Make Copy button to copy the current holding 

(copy) record in its entirety. This choice enables you to duplicate a 

holding record quickly so you can make appropriate changes to 

match another of the same item. For instance, you may have multiple 

copies of a title but you want one copy in the circulating collection and 

another copy in the Reference section of the library. Additionally, the 

second copy will have a different (unique) barcode number that can be 

scanned in the barcode number field. Cost may also vary among other 

things that are specific to the second copy. 

After making your modifications to the necessary fields in the electronic 

copy you made using the Make Copy function, remember to Save the 

new holding record. Now you have a record that describes accurately 

each copy of the same title with different holding (copy) information. 

º º History – Click this button to see the history of activity related to this 

specific (copy). The illustration below indicates the history in Atriuum 

for a title, Alternative medicine. Each History Action is recorded on a 

separate line giving the following information: Title, Author, Holdings 

Barcode, Patron Name (when applicable), History Action Comment 

(when applicable), the Date Time Stamp for the Action, the type of 

History Action (such as adding a bibliographic record, adding holding 

information, circulating items), and the Worker Name associated with 

each History Action pertaining to this item. This is quite a dynamic audit 

trail that Atriuum keeps for you in the background until you call for its 

display. 

º º Card – Click the Card button to display in Card Image format the 

bibliographic record, to which this holding (copy) information relates, 

paragraphed with the data that is in each field within the record. This is 

a great way to see all the information at a glance. 

Additionally, the blue text shown on the card image are active links 

to the information displayed. Finally, the copy information related to 

the physical location, the item’s Call Number and the item status are 

shown in the lower left of the Card Image area. 

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º º Bibliographic Record – Click the Bibliographic Record button to display 

the current bibliographic record with the current Holding (copy) Record 

information displayed above or below the bibliographic record. Thus, 

you can review the current status of the item and its holding (copy) 

information before continuing to add additional holdings. 

Tips: 

º º MARC – Click MARC to open in a form, the bibliographic record related 

to the current holding (copy) information, that allows the cataloger to 

enter information in MARC notation. Fields, subfields, indicators and 

other MARC notation may be added, edited, and/or deleted using this 

form. This form should only be used by a cataloger who is proficient 

with the requirements of the elements in the MARC format. MARC 

format is far too complex to be described here as to its many variations 

and capabilities. 

º º Add New Holdings – Click the Add New Holdings button to add as 

many identical copies of an item to Atriuum. If you have configured 

Atriuum to add the next available barcode numbers, you can specify 

the number of identical copies to add and click the Save button to 

complete the transaction. 

º º Add New Item – Click the Add New Item button to clear the cataloging 

screen of the bibliographic record to which the holding (copy) 

information relates so you can enter another item. A blank Add Item : 

Bibliographic Record form presents itself for you to enter information 

about another item. 

Notes: 

Edit Holding 

Note: Should you have edited a record, new or existing, and have not 

yet saved the changes, you will receive a warning message. You are 

asked, “Are you sure you are ready to leave this page There might be 

unsaved changes or an incomplete transaction….” Click OK to leave 

the page without saving the changes (edits) or click Cancel to remain 

on the page to complete the entry or to click the Save button to keep 

the bibliographic record with your edits. 

Importing MARC Records 

Atriuum can batch import MARC records into Atriuum. It is imperative that when 

you order MARC records from your book vendors, you provide the vendor with the 

correct MARC record specifications. 



www.booksys.com 117

Tips: 

• Click Import MARC File from the menu options. 

Note: There are 3 import options on the Catalog menu. Selecting Import File 

is for text file import, not MARC import. 

• Click Browse… (button) to open the Choose file dialog box and locate 

the MARC record file you want to upload. 

Import MARC Records 

Notes: 

• Click the file name to select it, i.e., Microlif.001, etc. 

• Click Open (button) to insert the file path in the Import MARC Record File field. 

• Click Continue to begin the import process. 

The progress bar appears to let you know the percentage of completion. 

Note: Worker Settings instruct Atriuum what to do upon completion of a MARC import. To 

review / edit your selection go to Administration | Library | Worker Settings. Scroll 

down to the Item Settings area of the form. 

You have a choice about how imported MARC records are added to Atriuum. “Yes” 

is the default on the Worker Setting form which marks imported MARC records for 

review. “No” is the Worker Setting that will automatically import the bibliographic 

records and the holdings information without having to click Accept All Imported 

Items link. 

Using the default setting “Yes”, requires a three (3) step process to complete the 

MARC import: 

º º Import MARC record file – adds the bibliographic records to your Atriuum 

database. 

º º Click Add Imported Holdings (blue text) – directs you to a page so you 

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can view a report of the imported records. From the report, you can 

choose whether to individually add items, accept all imported items or 

delete all imported items. 

º º Click Accept All Imported Items (blue text) – to add the holdings records to 

your Atriuum database and complete the MARC import process. 

Tips: 

Screen that will appear with a “Yes” Choice on the Worker Setting form: 

Note: If you selected “Yes”, the imported records won’t appear in OPAC 

or library searches until you have accepted them. If you closed out of 

the Importing MARC Results screen too soon, you may go to Catalog | 

Add Imported Records to complete the MARC import process. 

If your option was “No”, they will be automatically imported, but you can still review 

the records that were imported by clicking on Review Imported Bibliographic. 

Additionally, because of the filtering options that are available, you can create a 

Shelf List or other report based on the Entry Date | equals | ‘today’ – where you fill 

in today’s date in mm/dd/yyyy format and click Generate Report. 

Screen that will appear with a “No” Choice on the Worker Setting form: 

Notes: 

Print Item Barcodes 

You can still review the records that were imported by clicking on Review 

Imported Bibliographic (blue text) as shown in the Note above. 


Atriuum allows you to print smart or dumb barcodes for your items. Smart barcodes 

contain item information on the top of the barcode. Dumb barcodes only contain 

the barcode number with no item information, i.e., call number, author, or title. You 

can print as few as one label or as many as you need. You can even customize the 

layout of what prints on the barcode label. Let’s get started! 

Customizing Item Barcode Labels 



• Click Print Item Barcodes from the menu options. 

www.booksys.com 119

Tips: 

• To customize the barcode layout (the way it will print on the label), click 

Choose Item Barcode Fields. 

º º Review the Sample area of this screen 

first; then make the appropriate 

selections of the fields to be printed in 

each of the drop down lists next to 

Barcode Field(s) 1 – 4. 


Notes: 

º º Click Font… (button) next to any of 

the fields on this screen to change 

how the data will appear in print. 

From this screen, choose the font, 

font style, font size, font color, and/or position of the text on the printed 

label, i.e., left, center, right. Click Set Font (button) to save your changes. 

º º Display Human Readable – the “Yes” option will print the number below 

the barcode stripe; “No” will print only the barcode stripe without the 

corresponding barcode number. The default selection of “Yes” is 

recommended for item barcodes. 

º º Display Library Name - the “Yes” option will print the library name on the 

barcode label; “No” will cause the library name not to be printed. 

The default selection of “Yes” is recommended for item barcodes to 

provide identification about the owning library. 

º º When checked, Use Static Library Name allows you to type in the name 

of your library as you want it to print on the barcodes. Number of 

characters is dependent on font size and/or label width. 

º º Click Save Changes (button) when you are finished. 

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Queuing Barcodes 

Tips: 



• Click Print Item Barcodes from the menu options. 

• To queue up the barcode numbers for the barcode labels you want to print, 

do one of the following: 

º º Type the item barcode number(s) in the Barcode list; click Add (button) to 


º º Click Lookup (button) and type search term(s) in the Barcode / Title Key 

word field; press Enter. Click the title to insert the barcode into the Print 

Queue and repeat the steps for items which you don’t have in hand. 

º º Click Filter (button) and use the Creating List: Holdings Report Wizard 


query by making the appropriate drop down list selection(s) and/or use the 

Data Type, Qualifier and Search Term field(s) to add the barcodes to 

the Print Queue; click Generate List (button). 



Additionally, if you add an item to the Print Queue by mistake, click 

the check box next to the label you want to remove and then click 


Notes: 


Printing Queued Barcodes 

• Select the appropriate label stock 

from the Label to Print drop down 

list. 

Note: If the Label To Print drop down ºº list appears empty, click Refresh Labels 

(button), then make your selection. The last label type used to print item barcodes 

automatically displays in this field. 



Columns 

1 

Rows 

2 3 

1 

2 

3 

www.booksys.com 121


Tips: 

When you need to print a 

partial page of labels, print 

the bottom labels first by 

changing the Starting Row and 

Starting Column fields according 

to the number of labels you need 

to print. 

Before printing spine labels the 

first time confirm: 


and 


unchecked 

(as shown below the barcode 

label image on this page) 

Notes: 

• Change the number of Copies Per Barcode if you need duplicate, triplicate or 

more than the default of 1 copy. 

Note: This feature is useful for printing the same barcode for multi-part items, 

Braille books, etc. 

• The Print Queue may be sorted before printing. To do so, click the drop down 

list button next to Queue By and click on the option to select it; click 

Sort (button). 

• If you have successfully printed 

barcode labels from Atriuum 

before, click the check box next 

to Clear Queue After Print to remove the barcodes from the Print Queue. 

It isn’t recommended that you check this box until your printer has been 

properly aligned. 



Note: Atriuum previews your labels as a 

PDF in a new window. The first time that 

you print, select Current Page on the 

print dialog. Always verify that the 


possibly waste a lot of label stock. If edits or 

adjustments are needed, click the 

close button on the PDF. When changes 

are made, click Print Labels In Queue. 

Repeat this process until you have your 

printer aligned and configured properly. 

If the label meets your needs, click the 

PDF Print button. 


• If this is your first time to print barcode labels from Atriuum, print on white 

paper. Additionally, select Current Page (as shown above) from the Print Range 

section of the Print window and click OK (button). Put a sheet of label stock in 

front of the printed page of labels and hold it up to the light to make sure that 

the labels will print inside each label’s border. 

• If you have successfully printed barcode labels from Atriuum before, put your 

label stock in your printer and click OK (button). 


To align your printer, make changes to the horizontal and vertical adjustments for the print 

head by entering the new values in the appropriate fields in the Choose Barcode Alignment 

Settings section. The default values are “0”. 

• For Horizontal Offset (in points), enter a smaller number to move the print head 

to the left or a larger number to move the print head to the right. Should the 

horizontal offset not be aligned when you are at “0”, use a negative number to 

continue left. 

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• For Vertical Offset (in points), enter a smaller number to move the print head 

up or a larger number to move the print head down. Should the vertical offset 

not be aligned when you are at “0”, use a negative number to continue up. 

Tips: 

• Internal Label Padding (in points) is the space 

(margin) between the label’s edge and its 

printed information. For more space between 

them, specify a larger number. For less space 

between them, specify a smaller number. 

Fic Gri Grisham, John 

The Client 

1233456678997885214 

00000001 

Your Library Name 

Print Spine and/or Pocket Labels 

Atriuum allows you to print spine labels or both spine and pocket labels for your materials. 

Customizing Spine and/or Pocket Labels 



• Click Print Spine/Pockets from the menu options. 

• To customize the spine and/or pocket layout (the way it will print on the 

label), click Choose Spine / Pocket Label Fields. 

º º Review the Sample area of this screen first; then make the appropriate 

selections of the fields to be printed in each of the drop down lists next 

to Label Field(s) 1 – 4. 

º º Click Font… (button) next 

to any of the fields on this 

screen to change how the 

data will appear in print. 

From this screen, choose the 

font, font style, font size, font 

color, and/or position of the 

text on the printed label, i.e., 

left, center, right. Click Set Font 

(button) to save your changes. 

º º Click Save Changes (button) 

when you are finished. 

Queuing Spine and/or Pocket Labels 



• Click Print Spine/Pockets from the menu options. 

• To queue up the barcode numbers for the spine and/or pocket labels you 

want to print, do one of the following: 



Notes: 

Print Spine/Pockets 

www.booksys.com 123

Tips: 

º º Click Lookup (button) and type search term(s) in the Barcode / Title Key 

word field; press Enter. Click the title to insert the barcode into the Print 

Queue and repeat the steps for items which you don’t have in hand. 



query by making the appropriate drop down list election(s) and/or use 

the Data Type, Qualifier and Search Term field(s) to add the barcodes 

to the Print Queue; click Generate List (button). 



Additionally, if you add an item to the Print Queue by mistake, click the 

check box next to the label you want to remove and then click Remove 

Selected From Queue (button) to remove it from the Queue. 


Notes: 

Printing Queued Spine and/or Pocket Labels 

• Select the appropriate label stock from the Label to Print drop down list. 

Note: If the Label To Print drop down 

list appears empty, click Refresh 

Labels (button), then make your 

selection. The last label type 

used to print item Spine/Pockets 

automatically displays in this field. 



• The Print Queue 

Columns 

may be sorted 

1 2 3 4 5 

Rows 

before printing. 

1 

2 

To do so, click 

3 

the drop down list 

button next to 

Queue By field and click on the option to select it; click Sort (button). 

• If you have successfully printed spine and/or pocket labels from Atriuum before, 

click the check box next to Clear Queue After Print to remove the barcodes 

from the Print Queue. It isn’t recommended that you check this box until 

your printer has been properly aligned. 

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Note: Atriuum previews your labels as 

a PDF in a new window. The first time 

that you print, select Current Page on 

the print dialog. Always verify that the 


possibly waste a lot of label stock. If 

edits or adjustments are needed, click 

the close button on the PDF. When 

changes are made, click Print Labels 

In Queue. Repeat this process until 

you have your printer aligned and 

configured properly. If the label 

meets your needs, click the PDF Print 

button. 


• If this is your first time to print spine and/or pocket labels in Atriuum, print 

on white paper. Additionally, select Current Page from the Print Range section 

of the Print window and click OK (button). Put a sheet of label stock in front of 

the printed page of labels and hold it up to the light to make sure that the 

labels will print inside each label’s border. 

• If you have successfully printed spine and/or pocket labels from Atriuum 

before, put your label stock in your printer and click OK (button). 


To align your printer, make changes to the horizontal and vertical adjustments for the 

print head by entering the new values in the appropriate fields in the Choose 

Spine / Pocket Alignment Settings section. The default values are “0”. 

• For Horizontal Offset (in mm), enter a smaller number to move the print head 

to the left or a larger number to move the print head to the right. Should 

the horizontal offset not be aligned when you are at “0”, use a negative 

number to continue left. 

• For Vertical Offset (in mm), enter a smaller number to move the print head 

up or a larger number to move the print head down. Should the vertical 

offset not be aligned when you are at “0”, use a negative number to 

continue up. 

Tips: 

Before printing spine labels the 

first time confirm: 


and 


unchecked 

(as shown below the spine label 

image on this page) 

Notes: 


• Internal Label Padding (in mm) is the space (margin) 

between the label’s edge and its printed information. 

For more space between them, specify a larger number. 

For less space between them, specify a smaller number. 

Fic 

Gri 

www.booksys.com 125

Tips: 

Did you know 

Reclassify Items can be 

used to globally add cost, 

purchase date, vendor, 

funding source, etc. to your 

holdings records. 


Global changes of Bibliographic and Holdings records are done via Reclassify Items. 

You can use this feature to make the following modifications to groups of items: 

º º Item Classes – Item Circulation Class, Item Report Class, Physical Location, 

Age Group, and/or Material Type. 

º º Condition – Status of Fair, Good, Like New, New, Damaged, etc. 

º º Hide Items From OPAC – Status of Display or Hide in OPAC. 

º º Spine and Pocket Labels Printed – Print Status of “Yes” or “No”. 

º º Barcode Labels Printed – Print Status of “Yes” or “No”. 

º º On Order – Status of “Active” or “On Order”. 

º º Vendor – Vendor Names or No Vendor. 

º º Miscellaneous Fields – Call Number (Prefix, Middle, Suffix), Donor, In 

Memory of, In Honor of, Cost, Purchase Date, or Funding Source. 


Notes: 



• Click Reclassify Items from the menu options. 

• To queue up the barcode numbers for the items you want to reclassify, do 

one of the following (Filter option is preferable unless you have the barcodes 

for the item in hand): 


insert them in the Reclassify Items Queue. 

º º Click Lookup (button) and type search term(s) in the Barcode / Title Keyword 

field; press Enter. Click the title to insert the barcode into the Reclassify 

Items Queue and repeat the steps for items which you don’t have in hand. 



query by making the appropriate drop down list selection(s) and/or use 

the Data Type, Qualifier and Search Term field(s) to add the barcodes 

to the Print Queue; click Generate List (button). 

Note: Refer to the “Filter Reports” section of this Training Manual for 


Additionally, if you add an item to the Reclassify Items Queue by mistake, 

click the check box next to the item you want to remove. Then click 


• Click one or more of the following check boxes to enable the option(s) you 

want to change: 

º º Change Item Circulation Class 

º º Change Item Report Class 

º º Change Physical Location 

º º Change Age Group 

º º Change Material Type 

º º Change Condition 

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º º Change Hide Items From OPAC 

º º Change Spine & Pocket Labels Printed 

º º Change Barcode Labels Printed 

º º Change On Order 

º º Change Vendor 

º º Change Miscellaneous 

Tips: 

• For each check box you check (enable); click its drop down list (button) 

to open a list of options and select an appropriate one from the list. If a 

field displays, enter your notation in the field. 

• Click Reclassify Items (button) to make the 

changes to all queued records. 

• When you are reclassifying, if the queue contains more than 100 items you will 

get a pop-up window prompting you to confirm the move before continuing. 

Click OK to confirm. 

Notes: 


A progress bar opens showing the percentage of completion. 

Once it finishes, the Reclassify Items form reopens telling you how many successful 

moves (changes) were made. 

www.booksys.com 127

Circulation Menu

Tips: 

Circulation Menu 

The Circulation Menu allows you to perform all types 

of circulation transactions. In this section we will 

present Check Out and Check In via: 

Circulation Menu 

Notes: 

º º Special Barcodes 

º º Circulation Menu 

º º Circulation Desk 

º º Self Check Module 

Refer to Atriuum’s On-line Help for additional 

assistance with other options listed on the Circulation 

Menu. 

From the Circulation Menu, you can: 

º º Assess, Pay and/or Waive Fines and/or Fees 

º º Bookings (in advance of when item(s) are needed) 

º º Bulk Remove Reserves 

º º Bulk Renew Items (back to the same borrower) 

º º Check Out and Check In 

º º Log In-House Use (In Library Usage) 

º º Reserve Items 

º º Review Items 

º º Upload Circulation Transactions from the Off-line Circulation Tool 

Atriuum offers the librarian two distinct user interfaces for circulating materials: the 

Circulation Desk (to be configured) and the Circulation Menu (default). You may 

choose the interface that suits you best. Atriuum also offers a Self Check Module for 

patrons to be able to circulate items and/or check their items in. All circulation options 

will be described in this document. 

Use of the Circulation Menu interface or the Circulation Desk interface may be 

utilized simultaneously by specific workers on specific workstations. This means that 

one worker at the Circulation Desk in the library may choose the Circulation Menu 

interface on one computer while another worker may choose the Circulation Desk 

interface on another computer. One size does not have to fit all with Atriuum. 

Note: Before you begin checking items out, you should configure your pop-up 

blocker on all circulation computers to allow pop-ups from the following 

IP address: ___________________________________________________________ 

Additional information related to this topic is found in the Downloads section of 

Atriuum. Access the Downloads section via the Top Menu Bar by clicking on: 

Administration | Library | Downloads |AtriuumWorkstationSetup.pdf. 

Here are some additional observations about the circulation process in Atriuum 

before we describe specific steps. Circulation functions can be accessed via the 

Circulation option on the Top Menu Bar. Or, you can scan the “Check Out” function 

barcode on the sheet of special barcodes. The circulation function barcodes can 

expedite your access to the Atriuum circulation functions regardless of the interface 

that you choose. 

Some librarians have taped the “Check Out” and “Check In” barcodes to opposite sides of 

the computer monitor. Others have laminated the special barcode sheet and taped it to 

the Library Circulation Desk for quick reference to all the circulation function barcodes. 

Note: Special Barcodes should be printed on a laser printer that fuses dry toner. 

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Because Atriuum is web-based, you can have more than one window open at a time, 

i.e., Checkout, Checkin, Catalog, etc. The application can be opened in separate 

Windows or Tabs. 

Tips: 

Check Out (Using Special Barcodes or Circulation Menu) 

Check Out in Atriuum is straightforward. It is accomplished by selecting a patron by 

name or barcode number and proceeding to scan or type the Holdings (item) barcode 

number for each item the patron wants to borrow. Ordinarily one would be face-to-face 

with the patron borrowing items in this scenario. 

Access the Check Out function by scanning Special Barcodes 

• Scan Check Out (special barcode) with your barcode scanner. 


º º Scan the patron’s barcode in the Barcode field; OR type the patron’s 

barcode number and press Enter. Either way, proceed to Scan a 

Holdings (item) barcode. 

º º Type the patron’s name and press Enter; Click to select the patron’s name 


Note: Patrons can be looked up by their whole name (last name, first 

name); a partial or whole last name; a partial or whole first name; 

to search by first name enter a comma (,) before the patron’s given 

name. Examples: 

• whole name – smith, bryan or bryan smith (with a space 

between first and last name) 


• partial first name – ,bry 

• Scan a Holdings (item) barcode for an item in your database. 

Notice the information displays below the form. 

• Scan Next Patron (special barcode). 

Access the Check Out function via the Top Menu Bar 

• Click Circulation on the Top Menu Bar. 

The Circulation menu options are extended below the Top Menu Bar. 

• Click Check Out Items from the menu options. 

Two simple circulation forms are displayed: 

Notes: 

Circ Menu - Check Out 

www.booksys.com 131

Circ Menu - Check Out 

Tips: 

Did you know 

Patrons can now be 

looked up by nickname. 

To search by nickname enter a 

comma (,) before the patron’s 

nickname. 

The Esc key will put your 

cursor in the next Patron Name 

Barcode Field. 

In the “Circ Menu”, if you hover 

your mouse over the Title in 

the “Check Out Results” 

section of the Check Out Items 

form a fly-out will appear 

and list Check out, Cost, 

Projected Fine, and Times 

Renewed. 

Notes: 

º º Patron Lookup for Check Out, and 

º º Checked Out Item Lookup. 

Your cursor will be in the Name / Barcode field on the Patron Lookup 

For Check Out form. 


º º Scan the patron’s barcode in the Barcode field; OR type the patron’s barcode 

number and press Enter. Either way, proceed to Scan a Holdings (item) 

barcode. 



Note: Patrons can be looked up by their whole name (last name, first 

name); a partial or whole last name; a partial or whole first name; a 

nickname. 

Examples: 

• whole name – smith, bryan or bryan smith (with a space between 

first and last name) 


• partial first name – ,bry (to search by first name enter a comma (,) 

before the patron’s given name) 

• nickname - ,buddy 

The Check Out Items form appears. The patron’s name is shown in (blue text) 

on the form. 

Note: words in blue text are clickable links. 

• Scan a Holdings (item) barcode in the Barcode field. 

• The Check Out Results and Items Checked Out lists appear inside 

the Check Out Items form. 

• The Check Out Results list displays each item as you check it out. 

• The Items Checked Out list displays all items currently checked out 

whether at this check out session or a previous session. 

• Scan another Holdings (item) barcode in the Barcode field. 

Observe the displays below the Check Out Items dialog after each 

transaction. Each transaction displays as you complete it. 

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Check In (Using Special Barcodes or Circulation Menu) 

Checking items in with Atriuum requires no interaction with a patron. However, items 

may be presented personally to the librarian or library clerk. Additionally, items may 

be dropped into a bin for returned items, left on tables, or on the Library Circulation 

Desk. Use any of the next three sections to check in items. 

Tips: 

A patron may bring an item to return and while there present an item for check out. 

After you have checked out the item to the patron, you may click the Check In (button) 

on the Check Out Items form; or you may scan the Check In (barcode). Either way, the 

Check In Items form displays. Each check in transaction that is successful displays 

below the form. 

Access the Check In function by scanning the Special Barcode 

This is the primary way to access the Check In Items form via barcode if you do not 

have the Check Out Items form open already. 

• Scan Check In (special barcode) with your barcode scanner. 

• Scan a Holdings (item) barcode for a circulated item in your database. 

Each check in transaction that is successful displays below the form. 

Access the Check In Items function via the Top Menu Bar 

This is the primary way to access the Check In Items form via menu option if you do 

not have the Check Out Items form already open. 



• Click Check In Items from the menu options. 

The Check In form appears with your cursor in the Barcode field. 

• Scan a Holdings (item) barcode for a circulated item in your database. 

Each check in transaction that is successful displays below the form. 

Access the Check In Items function via Check Out Items form 

When a patron brings an item to return and presents an item for check out, you may 

click the Check In (button) on the Check Out Items form or scan the Check In (barcode). 

The Check In Items form displays. Each check in transaction that is successful will 

display below the form. 

• Scan one of the Holdings (item) barcodes that you checked out previously; OR 

type one of the Holdings (item) barcodes and press Enter. 

Observe the display below the Check In Items form. 

Indication that an item has already been Checked In 

• Scan the same Holdings (item) barcode; OR type in the same barcode number 

again for the item you just checked in and press Enter. 

Notice: an error message appears (in red print) indicating that the item is not 

currently checked out. 

Notes: 

Circ Menu - Check In 

www.booksys.com 133

Tips: 

Renewing Items 

Renewing checked out materials allows patrons to keep the material(s) they currently 

have checked out for another loan period up to your established renew limit. 

Renewals can be done via the Check Out Items form or the Bulk Renew form via the 

Circulation Menu. 

Circ Menu - Renew 

Notes: 

Renew Items via the Top Menu Bar 

The Renew function is combined with the Check Out function to expedite the process. 

When you check out an item to a patron to whom it is currently loaned, Atriuum 

automatically renews the item and extends the due date. 




Two simple circulation forms are displayed. 


º º Checked Out Item Lookup 

Your cursor will be in the Name / Barcode field on the Patron Lookup 

For Check Out form. 



barcode number and press Enter. Either way, proceed to Scan a 

Holdings (item barcode). 



The Check Out Items form appears. The patron’s name is shown in (blue text) on the 

form and the Items that are currently checked out to the patron are displayed. 

• To renew a single item to a patron: 

º º Scan the Holdings (item) barcode of the item that needs to be renewed; 

OR type the item’s barcode number and press Enter. 

The new Due Date will be displayed in the Due On column. 

• To renew all items to a patron: 

º º Scan Renew All (special barcode); OR type RENEWALL in the Barcode 

field and press Enter. 

Note: If you try to renew overdue item(s) Atriuum will alert you prior to 

completing the renewal process. Only library staff with appropriate 

override permission will be permitted to override the transaction and 

perform the renewal. 

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Bulk Renew Items via the Top Menu Bar 

Bulk Renew is a simple renewal process. It provides you the flexibility of renewing 

materials without having to lookup the patron first. Use Bulk Renew to quickly 

renew items back to the same person to whom the item is currently on loan. 



• Click Bulk Renew from the menu options. 

• Click Renew (button). 

Note: Only library staff with appropriate override permission will be 

permitted to override the transaction and complete the renewal process 

from this screen. Additionally, Atriuum will provide you with additional 

details about the patron to whom the item is loaned. 

Tips: 

If you are using the Circulation 

Desk interface and you enable 

the “Setup The Next Patron 

After A Successful Check 

Out” in your Worker 

Settings you can press the 

ESC (key) to clear the 


Did you know 

Initially the only active 

buttons on the Circulation 

Desk are: Lookup Item, 

Lookup Patron, and Return 

To Admin. Once a patron or 

an item is looked up (scanned / 

queued), other buttons activate 

based on what functions can be 

performed. 

Reserving Items via the Top Menu Bar 

A patron may want to reserve a material that is currently checked out. Even though 

you reserve a material for a patron, library staff can still check the material out to 

another patron with the appropriate override permission. 

• Click Circulation from the Top Menu Bar. 


• Click Reserve An Item from the menu options. 


º º Patron Lookup, and 


Your cursor will be in the Name / Barcode field on the Patron 

Lookup form. 

To lookup the patron that wants to reserve an item, do one of the following: 


barcode number and press Enter. Either way, proceed to Lookup 

Bibliographic Record. 



Generally reserving an item occurs only when the item is not available on the shelf. 

Therefore, it is necessary to search for the item by Title, Author or some 

other approach than its barcode. To lookup the item the patron wants to reserve: 

• Type the Title or the Author’s Name in the Search field 

• Click Search (button) 

• Click the title to select the specific item to reserve 


Notes: 

Circ Menu - Reserve

Tips: 

• Click Reserve (button) 

Once finished, a message that the reservation was successful will appear. 

Circ Menu - Mark Lost 

Notes: 

Marking An Item Lost from the Check Out Items Form 

Because a lot of time is spent circulating materials to patrons, you can mark an 

item as lost while on the Check Out Items form in Atriuum. 

• Click Circulation from the Top Menu Bar. 


• Click Check Out Item from the menu options. 




Your cursor will be in the Name / Barcode field on the Patron 

For Check Out Lookup form. 

To lookup a patron, do one of the following: 


barcode number and press Enter. Either way, proceed to Lookup 

Bibliographic Record. 



The Check Out Items form appears. The patron’s name is shown in (blue text) on the 

form and the Items that are currently checked out to the patron are displayed. 

Click the check box in the Select column next to the title that the patron indicates 

has been lost and then click Mark Selected Items Lost (button). 

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Tips: 

Note: The item will be marked lost and checked into Atriuum and the cost of the lost 

item will be automatically assessed to the patron’s record. 

Another way to mark an item lost in Atriuum is via the Mark Items Lost / Found 

option on the Catalog menu from the Top Menu Bar. 

Notes: 

Circ Menu - Mark Lost 

www.booksys.com 137

Tips: 

Circulation (Using Circulation Desk Interface) 

Atriuum defaults to the Circulation Menu interface. To change the interface and use the 

Circulation Desk, you will need to make some changes to your Worker Settings in the 

Administration side of Atriuum. 

Circulation Desk 

Notes: 

Configuring the Circulation Desk Interface 


The Administration menu 

options are extended below 


• Click Library from the 

menu options. 

• Click Worker Settings. 

• Change the radio buttons 

to Yes as shown below. 


Successful change to 

settings will be 

indicated in green text, 


Using The Circulation Desk 

The Circulation Desk is a graphical user interface featuring an icon-based menu of 

Atriuum’s circulation tools. Using the Circulation Desk you can use one screen to 

do the following: 

º º Check Out 

º º Check In 

º º Renew Items 

º º Reserve Items 

º º Lookup Patrons 

º º Lookup Items 

º º Print Receipt(s) 

º º And Mark Item(s) Lost 

Note: The Circulation Desk works best for libraries that have unique and definitive 

barcode ranges for their items and patrons. 

Access the Check Out Items function via the Circulation Desk 

With the Circulation Desk, you can scan a Patron or Holdings (Item) barcode at anytime 

during the process. This means that you can scan the patron’s barcode first, in the 

middle or at the end. OR scan the item’s barcode first, in the middle or at the end. 




The Circulation Desk appears with your cursor in the Barcode field. 

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Note: The Circulation Desk buttons activate based on what functions can be performed. 

The buttons that are available on the initial screen are Lookup Item, Lookup Patrons 

and Return To Admin. Once a patron is pulled up and an item’s barcode is queued, 

you will be able to Check In, Check Out, Renew, etc. 

Tips: 

• Scan a Patron barcode in the Barcode field; OR click Lookup Patrons (button), 

then type in a Patron barcode and press Enter. 


• Scan another Holdings (item) barcode in the Barcode field. 

• Scan Check Out (special barcode); OR click the Check Out (button). 

Access the Check In Items function via the Circulation Desk 

If you opted to use the Circulation Desk and have configured Atriuum that way, do 

the following: 



• Click Check Out Items from the menu options to access the Circulation Desk. 

The Circulation Desk appears with your cursor in the Barcode field. 


• Scan Check In (special barcode); OR click the Check In (button). 

Note: Because of the settings we instructed you to choose when setting up your use 

of the Circulation Desk, you will only get a pop-up window for items that weren’t successfully 

checked in and the reason(s) that they couldn’t be checked in. 

Notes: 

Circulation Desk 

www.booksys.com 139

Tips: 

Did you know 

If you hover your mouse over 

the Title in the “Materials 

Entered” section on the 

“Circ Desk”, a fly-out will 

appear and list Cost, 

Author, Condition, and 

Check out Date. 

Access the Renew Items function via the Circulation Desk 

Renewing checked out materials allows patrons to keep the material(s) they currently 

have checked out for another loan period up to your established renew limit. 

Renewals can be done with or without looking up the patron in the Circulation Desk 

interface. If you opted to use the Circulation Desk interface and it is displayed on 

the screen, do one of the following: 

• To renew items with the patron on the screen 

º º Scan a Patron barcode in the Barcode field; OR click Lookup Patrons 

(button), then type in a Patron barcode and press Enter. 

º º Queue the item(s) that need to be renewed in one of the following 

ways: 

º º Click the next to the item(s) that needs to be renewed; 

OR 

Circ Desk - Renew / Reserve 

Notes: 

º º Scan the Holdings (item) barcode of the item(s) that needs to be 

renewed in the Barcode field. 

º º Click Renew (button) 

• To bulk renew item(s) 

Bulk Renew is a simple renewal process. It provides you the flexibility 

of renewing materials without having to lookup the patron first. Use 

Bulk Renew to quickly renew items back to whom the item is currently 

on loan. 

º º Scan Holdings (item) barcode(s) in the Barcode field. 

º º Click Renew (button). 

Access the Reserve function via the Circulation Desk 

A patron may want to reserve a material that is currently checked out. Even though 

you reserve a material for a patron, library staff can still check the material out to 

another patron with the appropriate override permission. If you opted to use the 

Circulation Desk interface and it is displayed on the screen, do the following: 

• Scan a Patron barcode in the Barcode field; OR click Lookup Patrons 


• Click Lookup Item (button) 

• Type the Title in the Barcode / Title Keyword field 

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• Click Search (button) 

Tips: 

• Click the title to select the specific item to be reserved and queue it 

• Click Reserve (button) 

Once finished, a message that the reservation was successful will appear. 

Marking An Item Lost from the Circulation Desk 

Because a lot of time is spent circulating materials to patrons, you can mark 

an item as lost while on the Circulation Desk in Atriuum. If you opted to use 

the Circulation Desk interface and it is displayed on the screen, do one of the 

following: 

• To mark an item lost with the patron on the screen 

º º Scan a Patron barcode in the Barcode field; OR click Lookup Patrons 


º º Click the next to the title that patron indicates has been lost 

º º Click Mark Lost (button) 

Note: The item will be marked lost and checked into Atriuum 

and the cost of the lost item will be automatically assessed to 

the patron’s record. 

Another way to mark an item lost in Atriuum is via the Mark Items Lost / Found 

option on the Catalog menu from the Top Menu Bar. 

• To mark an item lost without a patron on the screen 

º º Click Lookup Item (button) 

º º Type the Title in the Barcode / Title Keyword field 

º º Click Search (button) 

º º Click the title to select the specific item to be mark lost and queue it 

º º Click Mark Lost (button) 

º º Click Mark Lost (button) to confirm 

Notes: 

Circ Desk - Mark Lost 

www.booksys.com 141

Tips: 

The Self Check Module can 

also be useful for allowing 

substitutes or other 

workers (that don’t know a lot 

about Atriuum) to do 

Checkouts and Checkins. 

Additionally, Self Check Out 

doesn’t provide override 

capability on circulation 

transactions. 

Check Out (Using the Self Check Module) 

Self Check was designed for libraries to allow patrons to be self-sufficient when circulating 

items. With this module, patrons can check in and out by themselves provided they are 

in good standing with your library. If you wish to use both the Check In and Check Out 

features of the Self Check module you will need to set up at least two Self Check stations 

as it is only practical to use one of these features at a time on a self check workstation. 

Note: Self Check Out doesn’t provide override capability on circulation transactions. 

Configuring the Self Check Module by Patron Report Class 





• Select the radio button Choose by Class next to Check Out Patron Lookup Mode 

under the Self Check Station Settings section near the bottom of the screen. 

Self Check Module 

Notes: 

• Select the radio button No next to Expect Only One Book On Check Out if any 

of your patrons are allowed to check out more than one item at a time. 

• Review the values (in seconds) in the How Long To Display Messages Before 

Moving To Next Patron and How Much Inactivity Allowed Before Moving To Next 

Patron fields. These settings instruct Atriuum about how long success and failure 

messages or a patron’s information should remain on the screen before resetting 

to a blank screen for the next patron. Time is measured in seconds; set this number 

as you deem necessary if the values expressed currently aren’t adequate. 


Configuring the Self Check Module by Barcode 





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• Select the radio button Scan Barcode next to Check Out Patron Lookup Mode 

under the Self Check Station Settings section near the bottom of the screen. 

Tips: 

• Select the radio button No next to Expect Only One Book On Check Out if any 

of your patrons are allowed to check out more than one item at a time. 

• Review the values (in seconds) in the How Long To Display Messages Before 

Moving To Next Patron and How Much Inactivity Allowed Before Moving To Next 

Patron fields. These settings instruct Atriuum about how long success and failure 

messages or a patron’s information should remain on the screen before resetting 

to a blank screen for the next patron. Time is measured in seconds; set this 

number as you deem necessary if the values expressed currently aren’t adequate. 


Access the Check Out function of the Self Check Module 

Note: The following steps use the Choose By Class Lookup Mode. 

• Click Log Off [Username] (blue text) in the 

Worker Log On area in the left column. 

The Log On screen appears. 

• Type selfcheckout and books in the Username and 

Password fields respectively on the Log On dialog. 


The Self Check Out screen appears. 

Notes: 

Self Check Out 

• Click a [Patron Report Class] (button). 

www.booksys.com 143

Tips: 

• Click a [Patron’s Name] (button). 

Note: While only eight buttons are illustrated above, each member of the 

Patron Report Class selected will have a button with his or her name on it. 


Self Check Out 

Notes: 

• A successful check out will sound a ding and display the Title, 

Barcode, Call Number and Due Date of the item on the screen 

along with the following message: 

• An unsuccessful check out will sound a whistle and display the 

following type of message: 

• Click Done (button); OR wait until Atriuum resets it to the Patron’s Names 

in that Patron Report Class. 

• Click Back (button) on the Patron’s Names Screen to return to the Patron Report 

Class screen. 

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Check In (Using Self Check Module) 

• Pull up Atriuum’s Log On screen in your web browser. 

Tips: 

• Type selfcheckin and books in the Username and Password fields respectively 

on the Log On dialog. 


The Self Check In screen appears. 

• Scan Holdings (item) barcode in the Barcode field. 

Notes: 

Self Check In 

• Should you need to see all the items that have been checked in, click 

View History (blue text) in bottom right corner. You will then be prompted to 

enter a Username and Password that has a Supervisor Worker Permission of 

Review History. 

Try additional Check Outs and Check Ins if you wish. When you finish your own list 

of items/patrons to whom items are checked out and in, continue with the next 

section, Reports. 

www.booksys.com 145

Reports Menu

Tips: 

Notes: 

Reports Menu 

The Reports Menu lists the options available for 

viewing or printing. Atriuum enables you to prepare 

reports for almost any conceivable need. The ability 

to filter for appropriate data, to add columns to 

reports and to format reports for display or printing 

gives the user great flexibility. Additionally, the user 

can save the report template and access it periodically 

as needed. The data for a saved report is dynamic 

as it re-populates the saved report template each 

time you click on it. 

Let’s look at just a few of the reports. Since you have 

checked out materials, let’s examine a list of items 

checked out to patrons. 

Patrons With Items 

Patrons With Items is a comprehensive circulation report that differentiates circulation 

transactions with color. It is great way to get a cumulative list of patrons who: 

º º have material(s) checked out 

º º have overdue item(s) 

º º owe fines and/or fees 

For schools, this report is a good one to generate for teachers. It is also good to provide 

school secretaries at the end of the school year, so that they can assist you with 

instructing students about what to do to resolve outstanding overdue library materials 

and/or outstanding library fines/fees. 

Patrons With Items 

• Click Reports on the Top Menu Bar. 

The Reports menu options appear. 

• Choose Patrons With Items from the menu options. 

• Click Generate Report (button) to view the list. 

The list includes all patrons that have items out. This report is color coded to reflect 

whether items are current (black), overdue (red), reserved (purple), and/or 

have fines (green). When additional options are checked on the filter dialog, 

the report will be restricted or expanded accordingly. 

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Holdings Summary 



• Choose Statistical Reports from 

the menu options. 

• Click Holdings Summary 

This report is a comprehensive 

collection analysis that consists of 5 reports: 

• Item Report Class (Classification), 

• Material Type, 

• Item Circulation Class, 

• Age Group (Target Audience) and 

• Physical Location. 

Details about each Item Class and its Category/Class include: 

• how many items your library has; 

• how many items are lost; 

• how many items are out; 

• how many items are in; 

• how many items are reserved; 

• the aggregate Cost of items in each Category/Class; 

• the Average Cost of items in each Category/Class, and 

• the Average Copyright year for items in each Category/Class. 

Finally, Totals for each of the columns of data are listed. 

Tips: 

Click 

(button) 

anytime you need 

to update your 


report with 

current statistics. 

Notes: 

Note: Because this battery of reports is comprehensive, it doesn’t reload every time you display 

it on the screen. It does indicate the date it was last updated at the top of the report to the right of 

the Reload Report (button). To update this report with current statistics, click the Reload 

Report (button). 


The blue text on each of these reports indicates clickable links to drill down for 

specific information regarding the numbers displayed in its columns. 

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Tips: 

Customizing Reports and Saving Report Templates 

Atriuum allows you to customize reports by: filtering for specific data, adding/removing/ 

positioning columns of data, and / or applying sorts (primary, secondary and tertiary) 

to most reports. 



• Click Other Reports from the menu options. 

Standard Reports are named at the top of the form. 

• Click Shelf List. 

Atriuum presents the database in Shelf List order, i.e., Call Number, Author’s 

Name and Title. 

Note: When you observe items at the top of a Shelf List report that are out 

of order, observe the Call Number information that needs to be corrected 

in the Holdings information. Saved corrections will reposition those items 

to appear in their appropriate places. 

• Click Title (blue column header). 

Atriuum sorts the titles alphabetically. A second click of the link will reverse the 

order from Z-A. 

Notes: 

Customize/Save Reports 

• Click Call Number (blue column header). 

Atriuum sorts the report in Call Number order. A second click of the link 

causes a reverse listing (greater to lesser) of the Call Numbers. 

• Click Edit This Report (blue text) located at the left margin above the page 

links on the current report. 

A filter form appears captioned Creating Report: Shelf List. 

• Click Columns on the Report Menu Bar just above the word Creating. 

A dialog screen appears with Possible Columns displayed (left) and Selected 

Columns displayed (right). 

• Scroll down the Possible Columns. 

• Highlight Copyright. 

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• Double click Copyright. 

Copyright appears last in 

the Selected Columns list 

(right). 

Tips: 

• Highlight Copyright in the 

Selected Columns list (right). 

• Click the up arrow (button) 

between the Possible 

Columns and Selected 

Columns; move Copyright above Holdings Barcode. 

• Click Generate Report (button); or press Enter. 

View the results of your report dialog choices. To save your customized report, 

scroll to the bottom of the screen. 

• Type Shelf List with Copyright in the Template Name field. 

Notes: 

Note: Avoid using special characters, i.e., &, #, $, , etc. in Template Names. 

• Click Save Template (button). 

• Click the 

in the upper right corner of the Shelf List window to close it. 

Accessing Saved Report Templates 

Atriuum allows you to access your Saved Report Templates. The report construct is 

saved; thus, when it is used again, the current data that matches the report filter/ 

construction will appear. Long file names allow you to adequately specify a report, 

making it easy to identify a report for re-use. 



• Click Other Reports from the menu options. 

Standard Reports are named at the top of the form, i.e., Item Usage … Shelf List. 

The template names appear in the Saved Report Templates area of the screen 

(below Standard Reports). 

Access Saved Reports 

• Click on Shelf List with Copyright. 

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Menu Reports 

Click Reports on the Top Menu Bar. 

Each of these reports are listed as a menu option. 

Accession List: Holdings report sorted by barcode. 

History: Cumulative history of Atriuum actions, i.e., add, assess, check out, check in, delete, edit, log on/off, renew, reserve, 

sent, etc. 

Menu Reports 

List of Titles: Bibliographic report sorted by title. 

List of Vendors: Cumulative list of vendors that are user-defined in Atriuum. 

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Patron List: Cumulative list of patrons sorted by patron name. 

Patrons With Items: Comprehensive circulation report that lists patrons who have items out, items overdue, items on reserve, 

and/or owe fines and/or fees. Each type of transaction is displayed in meaningful color codes, i.e., Items Out (black), 

Items Overdue (red), Items on Reserve (purple), or Fines/Fees (green). 

Report Console: Time Dated list of reports generated or in progress. Completed reports may be viewed or removed from 

the report console list. Automatic removal per server setting. Worker Permission Required. 

Menu Reports 

Schedule Reports: Schedule automatic report generation for a specific time on specific day(s), i.e., daily, Monday, Tuesday, 

etc. E-mail notification can be set up, too! Worker Permission required. 

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Menu Reports 

Study Program Info: Holdings report of items cataloged in Atriuum with Study Program Info, i.e., Reading Level, Point 

Value, Interest Level and/or Notes (Quiz info). 

Today’s Statistics: Today’s statistics or date range of how many items were...checked in/out, renewed, used in-house, 

bib records added/modified/deleted, holdings added/modified/deleted, patrons added/modified/deleted, total fines owed. 

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Other Reports 


Click Other Reports from the menu options. 

Each of these Standard Reports And Your Saved Report Templates are accessible here. 

Circulation By Patron: Cumulative list of items that are currently checked out sorted by barcode. Can be filtered based 

on overdue items or renewed items. 

Fines/Fees By Patron: List of Fines/Fees sorted by patron barcode. 

Item Usage: Statistical report based on the number of times an item has been used in-house or outside of the library, i.e., 

checked out or renewed. 

Other Reports 

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List of Book Lists: Cumulative report of all OPAC Book Lists sorted by Patron Name (creator of the Book List). From this 

report, you can review all the items contained in each Book List. 

List of Brief Records: Holdings report that lists briefly cataloged items. 

List of Lost Items: Report of items that have been marked as lost or declared lost during inventory. 

Other Reports 

List of On Order Items: Report of items on order sorted by call number. 

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List of Overdue Items: Cumulative overdue items list. Can be filtered based on overdue by x number of days or renewed 

x number of times. 

List of Reserved Items: Cumulative list of items that are currently reserved. Includes the date reserved and a reserve 

comment. 

List of Reserves by a Patron: Cumulative list of reserved items sorted by Patron Name (of the requestor). The report 

indicates the date each item was reserved, a reserve comment, and the due date. 

List of Titles by Author: Bibliographic report of titles sorted by author. 

Other Reports 

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List on Reserve Shelf: Cumulative list of items that are awaiting pickup from the library’s reserve shelf. Includes date 

placed on reserve shelf and reserve shelf comment. 

Patron Usage: Statistical report based on date range of how many times a patron has checked out or renewed items. 

Patrons Awaiting A Refund: Cumulative list of patrons that should be issued a refund. 

Other Reports 

Shelf List: Holdings report sorted in Shelf Order, i.e., Call Number, Author’s Name, & then Title. 

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Unused Holdings Barcodes: List of holdings barcodes that haven’t been used can be filtered based on starting and ending 

barcode number(s). 

Unused Patron Barcodes: List of patron barcodes that haven’t been used can be filtered based on starting and ending 

barcode number(s). 

Used Holdings Barcodes: List of holdings barcodes and/or ranges of holdings barcodes that have been used. Can be 

filtered based on starting/ending number(s), Location, Item Report Class, etc. 

Other Reports 

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Used Patron Barcodes: List of patron barcodes and/or ranges of patron barcodes that have been used. Can be filtered 

based on starting/ending number(s), Patron Circulation/Report Class, etc. 

View Bookings By Patron: Cumulative list of all advanced booking requests sorted by date. The report indicates the 

number of titles booked, plus the beginning and ending date that the item(s) were requested for use. Each booking can be 

reviewed from the list. Additionally, items can be removed or added to a booking during the review process. 

Use this report for all advanced booking requests for which “View Bookings For Today” and “View Bookings For Tomorrow” 

are too restrictive. 

Other Reports 

View Bookings For Today: Cumulative list of bookings that have a begin date of today (computer system date). Each 

booking can be reviewed from the list. Additionally, items can be removed or added to a booking during the review process. 

View Bookings For Tomorrow: Cumulative list of bookings that have a begin date of tomorrow. Each booking can be 

reviewed from the list. Additionally, items can be removed or added to a booking during the review process. 

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Statistical Reports 


Click Statistical Reports from the menu options. 

Each of these Statistical Reports are accessible here. 

Cash Drawer Statistics: Statistical report of money received and/or waived based on a date or range of dates sorted by 

Item Report Class. 

Circulation Statistics By Item Report Class: Statistical report of circulation based on a date or range of dates sorted 

by Item Report Class. 

Circulation Statistics By Patron Report Class: Statistical report of circulation based on a date or range of dates 

sorted by Patron Report Class. 


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Circulation For Study Program: Statistical report of circulation for items in a Study Program, i.e., Accelerated Reader, 

Reading Counts!, etc. This report is based on a date or range of dates sorted by Item Report Class. 

Collection Age Report: Statistical report sorted in descending order by copyright year. The report tabulates for each copyright 

year the number of items, the total cost and the average cost of the items. Additionally, calculations show the percentage 

of the total collection represented by the number of items in each year. 

All tabulations/computations are derived from the copyright and cost fields of the bib and holdings record for each item. Items 

with no copyright are tabulated as “Unknown.” Items having no cost stated are excluded in the computation of average cost. 


Copyright Sensitive Areas Report: Statistical report of specific areas of the library collection that needs to be monitored 

to prevent outdated content. Includes Dewey range, Dewey topical areas (Description), and the number of holdings in each area. 

Holdings Summary: Statistical report by Item Report Class (Classification), Age Group (Target Audience), Item Circulation 

Type (Loan Period), Material Type (Physical Material Format), and Physical Location. Each report indicates the number of 

items that the library has, that are lost, out, in, on reserve, total costs, average cost, average copyright. 

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Items Added & Deleted by Item Report Class: Statistical report displaying the number of items added and deleted 

based on a date range sorted by Item Report Class. 

Manual Statistics Reports: Statistical report for recording the number of People Entering the Library by Branch, Programs 

by Age Group, Programs By Name, & Programs Taught By... 

Patrons Added & Deleted by Patron Report Class: Statistical report sorted by Patron Report Class indicating the 

number of patrons added and deleted based on a date or a date range. 


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Tips: 

Filters are our friends! 

Learn to use them so that you 

can retrieve the report data 

that you want out of your 

Atriuum database. 

Filtering Reports 

Filters are designed to allow you the flexibility of limiting or specifying the data to be 

contained in your report(s) and/or queues for printing labels, reclassifying items, etc. 

Data Type Qualifier Search Term 


Notes: 

Data Types 

Data Types are relative to the type of report you are creating, i.e., Item or Patron. 

The options list for Item Reports contain all of the fields listed in your Atriuum cataloger 

screens, plus Date of Last Use, Due Date, Holdings Status, In House Usage, Item 

Usage, etc. 

The options list for Patron Reports contain all of the fields listed in your Atriuum patron 

entry screens plus Has Item With Due Date, Refund Notice, Total Fines, etc. 

Qualifiers 

When building a filter, select the Qualifier(s) to join your Data Type(s) and Search 

Term(s). The Qualifiers in a filter construction are like verbs in a sentence. The action to 

be taken is expressed as the Qualifier. The absence or presence of a Search Term 

enables the Qualifier to select from the data in the Data Type field all information 

that satisfies the Search Term and return a report of those records. 

Search Term 

Search Term follow all qualifiers except “is empty” or “is not empty.” The search 

filter is completed when Data Type | Qualifier | Search Term are specified as illustrated 

below. Search Term defines precisely the pattern(s) to be found in the data in the 

Data Type field. 

The Qualifiers in Atriuum are defined below and example(s) are given to illustrate 

each of them. 

1. contains phrase – means a word or group of words will be somewhere in the data 

type field. It doesn’t matter if the word(s) are at the beginning, middle or end. 

Example: 

Summary | contains phrase | cat 

The resulting list includes only items with cat (complete word) in the summary 

data field, not cats (plural), catastrophe (partial word), or categorize (partial word) 

somewhere in the summary data field. 

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2. does not contain phrase – means a word or partial word is not found anywhere in the 

data type field. 

Example: 

Alert | does not contain phrase | suspend 

Tips: 

The resulting list includes patrons that aren’t suspended from checking out 

materials based upon messages in the Alert data field. 

3. is not empty – means the data type field is not blank (i.e., has data in the field). 

We aren’t concerned with what data are in the data type field, but just that 

something is in it. 

Example: 

Purchase Date | is not empty | [no text in Search Term field] 

The resulting list includes all items with a purchase date specified regardless of 

the date in the field. 

4. is empty – means there is nothing in the data type field. 

Examples: 

a. Summary | is empty | [no text in Search Term field] 

The resulting list identifies bibliographic records to which you may want to add 

a summary and enhance those records for your patrons to be able to search 

and find. 

Notes: 

b. Cost | is empty | [no text in Search Term field] 

The resulting list identifies records that have no cost specified in the record or a 

zero cost has been entered in the form of 0.00 in the Cost field. 

5. begins with – means the data type field begins with the letter(s), number(s), 

word(s), or character(s) that are entered in the Search Term field. 

Examples: 

a. Author’s Last Name | begins with | GRI 

The resulting list identifies all works by John Grisham, W.E.B. Griffin, 

Katherine Grier, etc. 

b. Patron Last Name | begins with | B 

The resulting list identifies patrons with a surname that begins with a B, i.e., 

Burton, Burns, Brown, etc. 


6. ends with – means the data type field ends with the letter(s), number(s), word(s), 

or character(s) that are entered in the Search Term field. 

Examples: 

a. Copyright | ends with | 08 

The resulting list identifies all copyrights that end with 08, i.e., 1908, 2008, etc. 

b. Card Expires | ends with | 2007 

The resulting list identifies all patrons whose privileges expire in 2007. 

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Tips: 

7. equals – means it is an exact match with the search term in the data type field. 

This search is case sensitive, i.e., uppercase, lowercase, and/or mixed case. 

Examples: 

a. Cost | equals | 0.00 

The resulting list identifies all entries with a zero dollar cost is entered in the 

Cost field; this search will not find any field in which nothing is entered [see 

Cost | is empty in the previous Example 4b]. 

b. Item Report Class | equals | Fiction 

The resulting list identifies all entries that are part of your Fiction section and 

have Fiction selected in the Holdings record for Item Report Class. 

8. does not equal – means it isn’t an exact match with the search term in the 

data type field. This search is also case sensitive, i.e., uppercase, lowercase, 

and/or mixed case. 

Example: 

Material Type | does not equal | Book 

The resulting list identifies all items associated with other Material Types, i.e., 

Audiocassettes, Videocassettes, DVDs, Equipment, etc. 

Notes: 

9. is less than – means specify criteria that is less than, but not including the 

specified Search Term. 

Example: 

Entry Date | is less than | 01/01/2004 


The resulting list identifies all items that were entered prior to the year 2004, 

i.e., on or before 12/31/2003. 

10. is greater than – means specify criteria that is greater than, but not including 

the specified Search Term. 

Examples: 

a. Holdings Barcode | is greater than | 2010 

The resulting list identifies items with Holdings Barcode 2011 on up to the end 

of your Holdings Barcodes. 

b. Patron Barcode | is greater than | 100 

The resulting list identifies patrons who have Patron Barcode 101 on up to the 

end of your Patron Barcodes. 

11. greater than or equal to – means for you to specify criteria that is greater 

than including the specified Search Term. 

Example: 

Call Number | greater than or equal to | 300 

The resulting list identifies all items with a call number that is 300 and above. 

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12. less than or equal to – means specify criteria that is less than including the 

specified Search Term. 

Example: 

Call Number | is less than or equal to | 999.9999 

Tips: 

The resulting list identifies all your Dewey classified items through 999.9999. 

13. is within last X days – means specify a number (numeric value) of days so that 

Atriuum may search for anything from that span of time to the present based 

upon the system date in the computer. 

Example: 

Entry Date | is within last X days | 10 

The resulting list identifies all records entered into the database during the last 

10 days. 

14. is not within last X days – means specify a number of days so that Atriuum 

may return results that are older than the indicated number of days based upon 

the system date in the computer. 

Example: 

Entry Date | is not within last X days | 90 

The resulting list identifies all records that were entered in the database prior 

to 3 months ago. 

Notes: 

15. is within next X days – means specify a number of days so that Atriuum 

may search for anything from that span of time based upon the system date 

in the computer. 

Example: 

Due Date | is within next X days | 7 

The resulting list identifies all items that are due in the next week. 

16. is not within next X days – means specify a number of days so that Atriuum 

may return results that are not within the indicated number of days based upon 

the system date in the computer. 

Example: 

Due Date | is not within next X days | 30 

The resulting list identifies all items that are due more than 30 days in the future. 

17. is less than X hours – means specify a number of hours so that Atriuum may 

search for anything less than that span of hours based upon the system time 

in the computer. This qualifier is useful if you are using hourly checkouts. 

Example: 

Due Date | is less than X hours | 2 


The resulting list identifies all items that are due in less than 2 hours. 

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Tips: 

18. is greater than X hours – means specify a number of hours so that Atriuum 

may search for anything greater than that span of hours based upon the system 

time in the computer. This qualifier is useful if you are using hourly checkouts. 

Example: 

Due Date | is greater than X hours | 1 

The resulting list identifies all items that are due in 1 hour or more. 

19. contains exact substring – means a word or partial word will be somewhere 

in the data type field. 

Example: 

Summary | contains exact substring | cat 

The resulting list identifies all item records that have cat as an exact string of 

characters in the summary data field, i.e., cat, cats, catastrophe, categorize, 

etc. contain the exact substring cat. 

20. does not contain substring – means a word or partial word is not found 

anywhere in the data type field. 

Example: 

Alert | does not contain substring | suspend 

Notes: 

The resulting list identifies patrons that aren’t suspended from checking out 

materials based upon messages in the Alert data field. 


21. matches regular expression – lets you specify the exact term contained in the 

data type field. You must use special syntax to construct the Search Term, i.e., 

the ^ represents the beginning of the data field, the $ represents the end of the 

data field. The data specified is specific to character position in data in the Data 

Type field. Additionally, the .+ sign are the wild card characters for trailing data 

after the specific data in the Search Term. 

Examples: 

a. Home Phone | matches regular expression | ^550 

The resulting list identifies all phone numbers in the Home Phone field that begin 

with 550 in the first three character positions of the Home Phone field. 

b. Home Phone | matches regular expression | 550-5.+ 


with prefix 550 followed by a hyphen and 5 as the first digit after the hyphen. 

c. Home Phone | matches regular expression | [1-9][0-9][0-9]-6 


with any 3 digit prefix followed by a hyphen and 6 as the first digit after the hyphen. 

The brackets indicate that position 1 can be any number between 1 and 9; positions 

2 and 3 of the field can be any number between 0 and 9; and that those 3-digits 

must be followed by a hyphen and a 6 with no spaces. 

Note: “matches regular expression” is a very powerful qualifier but it requires 

strict syntax construction to specify Search Term(s) that are position specific and 

character specific within the strings of data. 

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22. does not match expression –lets you specify the exact terms to be excluded 

from the data contained in the data type field. You must use special syntax 

tto construct the Search Term, i.e., the ^ represents the beginning of the data 

field,the $ represents the end of the data field. The data specified is specific 

to character position in data in the Data Type field. Additionally, the .+ 

sign is the wild card character for trailing data after the specific data in 

the Search Term(s). 

Examples: 

a. Call Number | does not match expression | ^FIC .+ 

Tips: 

The resulting list identifies all items with Call Numbers in the Call Number field 

except those that begin with a capital FIC in the first three character positions 

of the Call Number field, i.e., this filter qualifier is case sensitive. 

b. Call Number | does not match expression | ^Fic .+ 

The resulting list identifies all items with Call Numbers in the Call Number field 

except those that begin with capital F followed by a lower case i and c in the 

first three character positions of the Call Number field, i.e., this filter qualifier 

is case sensitive. 

Notes: 

www.booksys.com 169

Appendix

Comments or Suggestions 

Book Systems’ prides itself in listening to and responding to its customers as we have done for the past 20 years. We need your 

comments and/or suggestions to help us enhance Atriuum going forward and to improve our instructional process, i.e., training 

session, printed manuals and on-line helps. 

This Training Manual can serve as a supplement to your initial training session. The step-by-step instructions provided will guide 

you to features and functions within Atriuum. The Administrative functions have been presented to help you set up Atriuum for your 

library environment. The menu options have been described, with examples in many cases, to assist you in making decisions that 

best suit your needs. Instruction beyond this level is provided in Advanced (follow-on) Training. This Manual should provide 

adequate instruction concerning significant features that you will use repetitively. Follow-on Training is most effective after you 

have become sufficiently acquainted with the functionality of Atriuum. Because you will have learned to navigate the system 

effectively at that point, you can concentrate on additional functionality that adds to the basic understanding that this manual 

provides. 

At the conclusion of your initial training you are considered equipped to “Go Live” using Atriuum. 

Address: 

Book Systems, Inc. 

4901 University Sq., Ste. 3 

Huntsville, AL 35816 

Business Hours: 

7:00 am to 7:00 pm CST. 

Web Site: 

http://www.booksys.com 

Suppport Forum: 

Go to Book Systems’ Web Site. Click on Support and then Forums. 

Comments/Suggestions 

Listserv: 

To participate, go to Book Systems Web Site. Type in ‘listserv’ in the Search Field and scroll to 

“Support – Atriuum Listserv – Book Systems, Inc.” then click on the link. 

Type in your e-mail address and click Subscribe. 

Customer Support Department: 

Phone: (888) 289-1216 

E-mail: 

support@booksys.com 

FAX: (800) 230-4183 

Conversions Department: 

Phone: (888) 289-6008 

E-mail: 

conversions@booksys.com 

FAX: (800) 230-4183 

Sales Department: 

Phone: (800) 219-6571 

E-mail: 

sales@booksys.com 

FAX: (800) 230-4183 

Should you discover a problem with your conversion, please contact Book Systems’ Conversion Department 

immediately. 

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Computer Skills 

Before you begin, there are key terms and concepts you need to know prior to using a Web-based software program like Atriuum. 

Address Bar - All Web browsers have an Address Bar, which gives the user’s current location. Entering a Web site’s address or a file name in 

the browser’s Address Bar, will open that site or file, just as entering the correct address in the Address Bar will open Atriuum for you. 

Link - A link is a reference in a document that will take you from your current location to a related area. Links in Atriuum will take you 

from one form to another, reducing the time you spend on certain tasks. To distinguish these shortcuts, links appear in dark blue 

bold text and are not underlined. 

Field - A field is an area for entering data. You can enter information into fields by using the keyboard or by scanning a barcode. 

Drop-down List - A field with an arrow beside it indicates a drop-down list. Clicking that arrow lets you choose from one or more options 

to replace the current choice. Once the new option is selected, the list disappears. 

Check Box - A check box is a special field that has two states, checked and unchecked. To change the state of a check box, click on 

it. A grouping of check boxes means you can select more than one option. 

Radio Buttons - These paired buttons allow you to interact with material on a Web page only one can be selected. Once you click 

one radio button to select an option, the other button is automatically deselected. 

Close Buttons - Click 

to close Atriuum windows, as well as any Windows-based programs. 

Click to exit report wizards. Click to close the Due Date Calendar. 

Title Bar - The title bar runs across the very top of every Windows application and contains the name of the program you’re 

working in and the file you currently have open. The title bar of any Web browser will display this information. Check it to see if 

you’re on the right page for your intended task. 

Taskbar - The taskbar appears at the bottom of all Windows desktops. Click buttons on the taskbar to switch between Atriuum, its Help 

files, and other open programs. 

www.booksys.com 173

Creating a Desktop Shortcut to Atriuum 

• Pull up your web browser. 

• Type the IP address of Atriuum into the address line of your browser and press Enter. 

• Click Librarian Log On (blue text) below the library names. 

• Click Log On (blue text) next to your library name. 

• Block (highlight) and Copy (press Ctrl–C) the text in your browser’s address line. 

• Minimize all open applications until you can see your Desktop. 

• Do a right mouse click on a blank spot on your Desktop. 

• Click New. 

• Click Shortcut. 

Create Shortcut 

• In the Type the location of the item field Paste (press Ctrl-V) the address you copied from your browser’s address line. 

• Click . 

• In the Type a name for this shortcut field enter Atriuum. 

• Click . 

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Browser Configuration 

Atriuum works best with the latest versions of Internet Explorer and Mozilla Firefox. Configuring your browser will improve 

Atriuum’s performance with respect to Circulation and Catalog. 

Configuring Internet Explorer 7 to work optimally with Atriuum on a Circulation Workstation 


• Click Tools in the top right hand corner of your browser. 

• Click Internet Options. 

The Internet Options dialog appears with 7 Tabs across the top. 

• Click Privacy (tab). 

• Click Settings (button) in the Pop-up Blocker section. 

• In the Address of website to allow field, type the IP address of your Atriuum server. 


• Click Close (button). 

• Click OK. 

Configuring Internet Explorer 7 to work optimally with Atriuum on a Librarian / Media 

Specialist’s Workstation 



• Click Internet Options. 

The Internet Options dialog appears with 7 Tabs across the top. 

• Click Privacy (tab). 

• Click Settings (button) in the Pop-up Blocker section. 


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• In the Address of website to allow field, type the IP address of your Atriuum server. 



• Click Content (tab). 

• Click Settings (button) in the AutoComplete section. 

• Click the checkbox next to Forms. 


Note: if you want Internet Explorer to remember Web addresses and User names and passwords on forms, click the 

checkboxes next to each of them. It is not recommended that you do this on all library workstations, just your 

adminis trative and cataloging workstations. 


• If Internet Explorer isn’t your default web browser, Click Programs (tab); then click Make default (button). 

• Click Advanced (tab). 

• Scroll down to the browsing area and click the checkbox next to Use inline AutoComplete. 

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• Scroll down to the Security area and find Phishing Filter. Select the radio button next to Turn off automatic website checking. 


Configuring Mozilla Firefox 2 to work optimally with Atriuum on a Circulation 

Workstation 



• Click Options. 

The Options dialog appears with 7 icons across the top. 

• Click Content (icon). 

• Click Exceptions (button) next to Block pop-up windows. 

• In the Address of web site field, type the IP address of your Atriuum server. 

• Click Allow (button). 



Configuring Mozilla Firefox 2 to work optimally with Atriuum on a Librarian / Media Specialist’s Workstation 



• Click Options. 

The Options dialog appears with 7 icons across the top. 

• Click Content (icon). 


www.booksys.com 177

• Click Exceptions (button) next to Block pop-up windows. 

• In the Address of web site field, type the IP address of your Atriuum server. 

• Click Allow (button). 


• Click Privacy (icon). 

• Make sure that Remember what I enter in forms and the search bar is enabled (checked). 


• Make sure that Always clear my private data when I close Firefox isn’t enabled (unchecked); in the Private Data section. 

• Click OK. 

• Click Security (icon). 

Note: if you want Firefox to remember User names and passwords for sites, click the checkbox next to it. However, it is 

not recommended that you do this on all library workstations, just your administrative and cataloging workstations. 

178 

(800) 219-6571

• Click OK. 

• If Firefox isn’t your default web browser and you want it to be, Click Main (icon); then click Check Now (button). Click 

Yes (button) when prompted …to make it your default browser 

• Click OK. 

Plug-ins needed for Mozilla Firefox 

When sounds are enabled in Atriuum, Circulation functions, i.e., Check Out and Check In, produce audible indicators of 

successful and unsuccessful transactions. In order for sounds to be turned on in Mozilla Firefox, you will need to install the 

QuickTime plugin. 

• Open Mozilla Firefox. 

• In the browser address line type http://addons.mozilla.org/. 

• Press Enter. 

• Click Plugins from the Categories menu bar options. 

• Scroll down to QuickTime. 

• Click Download Now (button). 

• Select the appropriate download option (radio button), type in your e-mail address and then click Free Download 

Now (button). 


www.booksys.com 179

Media Icons 

180 

(800) 219-6571


Media Icons

Special Barcodes for Cordless Linear Imager

Special Barcodes for Circulation

Index 

Symbols 

1 filename.ezc 109 

526 field 25 

A 

Accept All Imported Items 20, 118, 119 

Accessing On-Line Help 2, 4 

Accessing Saved Report Templates 151 

Accession List 152 

Account Number 27 

Add Holdings 101, 111, 113 

Add Imported Holdings 20, 118 

Adding A Vendor 26 

Add Item 19, 101, 110 

Add Item: Bibliographic Record form 101 

Add Library Information 70 

Add New Holdings 117 

Add New Item 104, 115, 117 

Add New ‘Item Class’ 24 

Add New Worker 7 

Add New Worker Group 7 

Add Patron 86, 87, 88, 89 

Address 26, 32, 33, 70, 71, 87, 105, 172, 

173 

Address Bar 173 

Admin 7, 22, 105, 106, 139 

Administering 6 

Adult 22 

Advanced Filtering 20 

Age Group 22, 101, 110, 126, 149, 162, 

163 

Age Group and/or Material Type 101 

Alert 88, 165, 168 

Aligning Your Printer 95, 122, 125 

Allow Bookings 42 

Allow ComPeer On This Machine 13 

Allow Reserve Comments In OPAC 66 

Allow Visual Search in OPAC 65 

Appendix 171 

appropriate label stock 94, 121, 124 

Assign This Machine As A Self Check Station 

12 

Atriuum Reference Materials 21 

Author 18, 29, 30, 31, 71, 105, 109, 150, 

157, 158, 165 

Automatically Close Check In/Check Out 

Pop Ups 17 

Automatically Notify When Refund Is Due 44 

Automatic Receipt Printing On The 

Circulation Desk 47 

B 

Barcode Labels Printed 126, 127 

Batch Check In 15, 43 

Batch Check Out 15, 43 

begins with 165 

Bibliographic Record 19, 101, 110, 111, 

112, 117 

Birthdate 88 

Blocking Fine Calculation 57 

Bookings 130 

Browser Configuration 175 

Bulk Remove Reserves 130 

Bulk Renew 130, 134, 135, 140 

C 

calendar button 41, 103 

Call No. 102, 103 

Call No. Prefix 102 

Call No. Suffix 103 

Call Number 18, 29, 30, 31, 102, 126, 

150, 158, 166, 167, 169 

Can Create Book Lists 89 

Card 113, 116 

Card Expires 88, 165 

Cash Drawer Statistics 161 

Catalog Administration 22 

Catalog Menu 99, 100 

Catalog Settings 29, 30, 31, 32, 33 

Change the number 9, 19, 21, 30, 46, 47, 

53, 61, 67, 95, 101, 122 

change the Row and Column 94, 121, 124 

Change to HTML 71 

Changing and/or Adding An Item Class 

Category 23, 24 

Changing Circulation Rules For Members of 

a Patron Circulation Class 40 

Check Box 173 

Check In Items 133, 138, 139 

Check In Items function via Check Out Items 

form 133 

Check In Items function via the Circulation 

Desk 139 

Check In Items function via the Top Menu 

Bar 133 

Check In (Using Self Check Module) 145 

Check In (Using Special Barcodes or 

Circulation Menu) 133 

Check Items Order During Inventory 31 

Check Out function of the Self Check 

Module 143 

Check Out function via the Top Menu Bar 

131 

Check Out Items 132 

Check Out Items function via the Circulation 

Desk 138 

Check Out Patron Lookup Mode 13, 52, 

142, 143 

Check Out (Using Special Barcodes or 

Circulation Menu) 131 

Check Out (Using the Self Check Module) 

142 

Choose By Class 13, 52 

Circulation Administration 39 

Circulation Background Color 45 

Circulation by Item Report Class 161 

Circulation By Patron 155 

Circulation Desk 14, 15, 16, 17, 18, 19, 

45, 47, 130, 133, 134, 135, 136, 

137, 138, 139, 140, 141 

Circulation Desk Settings 17 

Circulation For Study Program 162 

Circulation Menu 14, 15, 16, 43, 45, 129, 

130, 131, 133, 138 

Circulation periods 39 

Circulation Receipt Font Size 13, 47 

Circulation Receipt Footer 50 

Circulation Receipt Header 50 

Circulation Rules 39 

Circulation Settings 13, 14, 42, 43, 44, 

45, 46, 47, 48, 49, 50, 51, 52, 53, 

59, 104, 142 

Circulation Statistics By Item Report Class 161 

Circulation Statistics By Patron Report Class 

161 

Circulation (Using Circulation Desk Interface) 

138 

City 26, 70, 87 

Claim Code 27 

Cleaning Preferences 106 

Clear Queue After Print 95, 122, 124 

Clear Scanned Items After Reserve 19 

Click Add Imported Holdings 118 

Close Buttons 173 

Collection Age Report 162 

Collect Log On History 10 

Color Of Background 51 

Columns 94, 121, 150, 151 

Comment 88 

Comments E, 27, 172, 176, 177, 178, 

180, 181 

Comments or Suggestions 172 

Communicating Using Patron Form Letters 91 

Company Name 26 

ComPeer 13 

Computer Skills 173 

Condition 24, 25, 102, 126 

Configure Local Holdings 107 

Configuring Internet Explorer 7 to work 

optimally with Atriuum on a 

Circulation Workstation 175 

Configuring Internet Explorer 7 to work 

optimally with Atriuum on a Librarian 

/ Media Specialist’s Workstation 175 

Configuring Mozilla Firefox 2 to work 

optimally with Atriuum on a Librarian 

/ Media Specialist’s Workstation 177 

Configuring SURFit Settings 72 

Configuring the Circulation Desk Interface 

138 

Configuring the Self Check Module by 

Barcode 142 

Configuring the Self Check Module by 

Patron Report Class 142 

Contact Person 26 

contains exact substring 168 

contains phrase 164 

Content Cafe Customer ID 62 

Content Cafe Password 62 

Conversions Department 172 

Copyright 149, 150, 151, 162, 165 

Copyright Sensitive Areas Report 162 

Cost 103, 126, 149, 165, 166 

create the query 96, 124, 126 

Creating a Desktop Shortcut to Atriuum 174 

Creating A New Worker 7 

Currently overridden by Machine Settings 52 

Customer Support Department 172 

Customize Your News and Messages 71 

Customizing Atriuum’s OPAC Theme 76 

Customizing Item Barcode Labels 93, 119 

Customizing Reports and Saving Report 

Templates 150

Customizing Spine and/or Pocket Labels 

123 

Customizing the OPAC Theme for a Specific 

Workstation 76 

Custom OPAC Links 59, 60, 68, 69 

D 

Database Name 32, 33 

Data Types 164 

Default Bookings Buffer Period (Days) 46 

Default Boolean In Expert Search To 67 

Default Closed Days 57, 58 

Default Filtering Level 20 

Default OPAC Theme 60 

Default To Next Available Barcode 10 

Default Uppercase On Call Number 

Generation 29 

Delete 112, 115 

Demographics 86 

Description 68 

Description for the New Item Class 24 

Description for the New Patron Circulation 37 

Discount (%) 27 

Display Borders For Printable Reports 21 

Display Card Image On OPAC 63 

Display Holdings Before Bibliographic 30 

Display Human Readable 93, 120 

Display Ignored Words in OPAC 65 

Display Less Circulation Info 16 

Display Library Info On OPAC 62 

Display Library Name 52, 93, 120 

Display Links Instead Of Pictures 10 

Display Most Recently Used 17 

Display Most Recently Used Menu Selections 

17 

Display My Items On OPAC 63 

Display OPAC Search Possible Misspellings 

63 

Display Patron Barcode During Circulation 46 

Display Patron Info On OPAC 62 

Display Physical Location Where Applicable 

30 

Display Study Program Information 64 

Display Syndetics Information When 

Reviewing Items 46 

District Calendar 54 

does not contain phrase 165 

does not contain substring 168 

does not equal 166 

does not match expression 169 

Donor 104, 126 

Download Latest Connection List 107 

Downloads 4, 21, 90, 130 

Drop-down List 173 

Due Date Calendar 54, 55, 56, 57, 58, 70 

E 

Easy Cataloging 19 

Easy Entry form 19, 100 

Easy Filtering 20 

Easy View 112 

Edit an Item’s Holding Record 115 

Editing or Deleting A Vendor 27 

Editing the Due Date Calendar 55 

Edit Interest Levels 25 

Edit Item 19, 23, 111, 112, 113, 114, 

115, 116, 117 

Edit Patron 34, 37, 90 

Edit This Report 150 

E-mail 8, 27, 70, 91, 153, 172 

E-mail Settings 8 

Enable Call Number Generation 29 

ends with 165 

Enter seconds 13 

equals 119, 166 

Establish Fines, Grace, Maximum Limits, 

and/or Bookings for this Patron 

Circulation Class and this Item 

Circulation Class 41 

Establish the Loan Period for this Patron 

Circulation Class and this Item 

Circulation Class 40 

Expand Searches After Not Found 18 

Expect Only One Book On Check Out 52, 

142 

External Resolver 74 

eZcat 2, 29, 105, 106, 107, 108, 109, 

110, 111, c 

eZcat Preferences and Local Holdings 106 

F 

FAX 27, 87, 172 

Federated Searching 72, 74 

Field 173 

Filter 91 

Filtering Reports 94, 121, 124, 164, 165, 

166, 167, 168, 169 

Fine Amount 39, 41 

Fine Period 39, 41 

Fines/Fees By Patron 155 

For Keyword Search, How Many Results 

Should be Displayed Initially 73 

Form Letters 91 

Full Entry form 19, 100 

Funding Source 104, 126 

G 

General Circulation Settings 43 

Generate List 91, 94, 96, 121, 124, 126 

Generate Report 119, 148, 151 

Get List 107 

Grace period 39 

Grace Period 41, 46 

Grade Level 89 

greater than or equal to 166 

H 

Has Barcode Been Printed 89 

Help 2, 4, 34, 59, 130, 173 

Hide Items From OPAC 96, 126 

History 10, 45, 113, 116, 145, 152 

Holding Record 104 

Holdings (item) barcode 131, 132, 133, 

139, 144 

Holdings Notes 104 

Holdings Summary E, 149, 162 

Horizontal Offset (in mm) 125 

Horizontal Offset (in points) 95, 122 

How Long To Display Messages 53, 142, 

143 

How Long To Display Messages Before 

Moving To Next Patron 53 

How Much Inactivity Allowed 53, 142, 143 

How Much Inactivity Allowed Before Moving 

To Next Patron 53 

HTML 47 

I 

Ignore Words For Searches 67, 72, 73 

Importing MARC Records 117 

Import MARC Record File 118 

Indication that an item has already been 

Checked In 133 

Interest Levels 25 

Internal Label Padding (in mm) 125 

Internal Label Padding (in points) 96, 123 

Internet Options 175 

IP Address 32 

ISBN 4, 101, 105, 109 

ISBN Search in Full Details 73 

ISBN Search in Search Results 73 

is empty 164, 165, 166 

is greater than 166, 168 

is greater than X hours 168 

is less than 166, 167 

is less than X hours 167 

is not empty 164, 165 

is not within last X days 167 

is not within next X days 167 

is within last X days 167 

is within next X days 167 

Item Circulation Class 22, 23, 34, 40, 41, 

96, 102, 126, 149 

Item Class Category 22, 23, 24 

Item Classes 22, 23, 96, 126 

Item Lookup 4, 132 

Item Report Class 22, 23, 102, 126, 149, 

159, 161, 162, 163, 166 

Items Added & Deleted by Item Report Class 

163 

Item Settings 19, 118 

Items Out 36 

Items Reserved 36 

Item Usage 45, 151, 155, 164 

K 

Keyword 4, 110, 111, 126 

Keyword Search in Search Results 72 

Kit Information 44, 104 

L 

Last Name 86 

left column 4, 101, 111, 143 

less than or equal to 61, 167 

Letter to Print 91 

Lexile 64, 65, 88 

Lexile range 88 

Lexile reader measure 88 

Librarian Log On 3 

Librarian Name 70 

Library Administration 4, 6, 88, 89 

Library Information 70 

Library Map Link 70 

Library Name 9 

Library Prefix 105

Library Settings 9, 10, 86, 102 

Limit Misspellings Search To 67 

Limits for Fines 36 

Link 173 

List of Book Lists 156 

List of Brief Records 156 

List of Lost Items 156 

List of On Order Items 102, 156 

List of Overdue Items 157 

List of Reserved Items 157 

List of Reserves by a Patron 157 

List of Titles 152 

List of Titles by Author 157 

List of Vendors 152 

List of Web Services 74 

List on Reserve Shelf 158 

Location 22, 23, 30, 103, 106, 126, 149, 

159, 162 

Log In-House Use 130 

Log Off [Username] 143 

Log On 2, 3, 4, 8, 9, 10, 63, 105, 143, 145 

Lookup Bibliographic Record form 111 

Look Up Patron Barcode If Scanning Item 

Barcode Is Not Found 53 

M 

Machine Settings 12, 13, 52, 60, 76 

Main Library 22, 30, 106 

Major holidays 54 

make an item hidden from OPAC 102 

Make Copy 113, 116 

Manual Statistics Reports 163 

MARC 114, 117 

MARC tag numbers 106 

Marital 89 

Mark Imported MARC Records For Review 20 

Marking An Item Lost 136, 141 

Marking An Item Lost from the Check Out 

Items Form 136 

Marking An Item Lost from the Circulation 

Desk 141 

matches regular expression 168 

Materials Entered 19 

Material Type 22, 101, 110, 126, 149, 

162, 166 

Max Fine 41 

Maximum Fine 39 

maximum fine amount 36, 37 

Maximum Items Out 39 

maximum number of items 36, 37 

maximum number of OPAC reserves 36 

maximum number of overdue items 36, 37 

maximum number of reserves 23, 24, 36, 

37 

Max Items Out 42 

Max OPAC Reserves 42 

Max Renewals 42 

Max Report Results Per Page 9 

Max Reserves 42 

Max Search Results Per Page 61 

Max Wait On OPAC Pages Before Refresh 

13 

Media 70, 86, 89 

Media Icons 180 

Menu Position 60 

Menu Reports E, 152, 153, 154 

Message 1 Heading 71 

Message 1 Text Box 71 

Message 2 Heading 71 

Message 2 Text Box 71 

Minutes 41 

Miscellaneous Fields 126 

Miscellaneous Information 71 

Modify/change information in any of the 

fields 90 

Move Reservation To Reserve Shelf If Not 

Checked Out 66 

My Items 62 

N 

Name and/or Description 23, 35, 38 

Name/Barcode 86 

New Name 11, 24, 37 

News And Messages 59, 71 

next available 10, 86, 101, 102 

Next Month 55 

Notify When Lost Item Is Found 44 

Number of Identical Copies to Add 101 

Number of Keyword Search Results 

Displayed Initially 73 

Number Of Materials Out To Display 19 

O 

Offline Circulation Tool 21 

On-Line Help 4 

On Order 102, 126, 127, 156 

OPAC Administration 59 

OPAC Home Page 61 

OPAC Settings 12, 46, 59, 60, 61, 62, 63, 

64, 65, 66, 67, 76 

OPAC Theme For This Machine 13 

OPAC Themes 13, 60, 76, 77, 78, 79, 80, 

81, 82, 83, 84 

Open Circulation Links A New Window 16 

Other Reports E, 102, 150, 151, 152, 154, 

155, 156, 157, 158, 159, 160, 162 

Overdue Items (3/page) 91 

Overdues 36 

Overview 2 

P 

Password 3, 6, 7, 68, 106, 143, 145 

Patron Administration 34 

Patron barcode 139 

Patron Circulation Class 34, 35, 36, 38, 

39, 40, 86, 87 

Patron Link Identifier 89 

Patron List 153 

Patron Log On 63 

Patron Lookup 4, 13, 52, 132, 142, 143 

patron name 132 

Patron Note 88 

Patron Picture 86, 90 

Patron Report Class 13, 34, 37, 38, 52, 

86, 87, 142, 143, 144, 161, 163 

Patrons 6, 29, 34, 37, 70, 85, 86, 90, 91, 

131, 132, 138, 139, 148, 163 

Patrons Added & Deleted by Patron Report 

Class 163 

Patrons Awaiting A Refund 158 

Patrons Menu 85, 86 

Patrons With Items 148, 186 

Patron Usage 158 

Patron User Name 89 

Phone 27 

Physical Location 22, 23, 30, 96, 103, 

126, 149, 162 

PIN 89 

Play Sound Alerts During Circulation 45 

Pop-Up Kit Notifications 44 

Pop-Up Reserve Notifications 43 

Port 32, 33, 105 

Possible Columns 150 

pre-catalog 102 

Previous Month 55 

Printable Reports Font Size 21 

Print Check Ins On Circulation Receipt For 

Today’s Transactions 49 

Print Colored Text On Receipts 48 

Print Current Status On Receipts 49, 50 

Printed Circulation Transactions 49 

Print Fine Receipts By Default 50 

Print Form Letters 91 

Printing Queued Barcodes 94, 121 

Printing Queued Spine and/or Pocket Labels 

124 

Print Item Barcodes 119 

Print Item Costs On Receipts 48 

Print Labels In Queue 95, 122, 125 

Print Patron Barcode On Receipts 48 

Print Patron Barcodes 93, 94, 95 

Print Patron Name On Receipts 48 

Print Receipts In All Bold 47 

Print Reserves On Circulation Receipt For 

Today’s Transactions 49 

Print/Send E-mail 91 

Print Spine and/or Pocket Labels 123 

Print Today’s Transactions On Receipts 49 

Privacy 48, 175, 178 

Purchase Date 103, 126, 165 

Q 

Qualifiers 164 

Queuing Barcodes 94, 121 

Queuing Spine and/or Pocket Labels 123 

Quick Cataloging 4, 29, 32, 101, 102, 

103, 104, 112 

Quick Cataloging (Z39.50) Settings 32 

Quick Reload of Last Patron 18 

R 

Radio Buttons 173 

Reasons for Editing Due Date Calendar 

Settings 55 

Receipt Settings 47 

Reclassify Items D, 96, 97, 103, 125, 126, 

127 

Reclassify Patrons 96 

Refund Notice 88, 164 

Renewing Items 134 

Renew Items function via the Circulation 

Desk 140 

Renew Items via the Top Menu Bar 135 

Report Console 153 

Report Menu Bar 150

Report Settings 20 

Reports Menu 147, 148 

Reserve function via the Circulation Desk 140 

Reserve On Order Items In OPAC 67 

Reserving Items 135 

Reserving Items via the Top Menu Bar 135 

Review Item 46 

S 

Sales Department 172 

Save 112, 115 

Scan Barcode 13, 52 

Scan the item’s barcode 111 

scheduled closings 54 

Schedule Reports 153 

Search By Patron Name After Barcode 18 

Searching and Downloading Records into 

Atriuum Using eZcat 109 

Search Term 94, 96, 121, 124, 126, 164, 

165, 166, 167, 168, 169 

Second and Subsequent Uses of eZcat 109 

Selection of Library Connections in eZcat 107 

Self Check Module 53, 130, 142, 143, 145 

selfcheckout 7, 143 

Self Check Out Patron Lookup Mode 13 

Self Check Settings 51 

Self Check Station 12, 13, 51, 52, 142, 143 

Send Circulation Receipt To 47 

Server 32, 33, 105 

Set Default Closed Days 57 

Setting Up Additional Z39.50 Server 

Addresses 32 

Setting Up the Due Date Calendar 54 

Set Up The Next Patron After A Successful 

Check Out 16 

Shelf List 119, 150, 151, 158 

Shelf List with Copyright 151 

Show Curriculum Objective Search Option 

65 

Show Error If Item Is Already Checked Out 45 

Show Failed Barcodes On Circulation 43 

Show Lexile In OPAC Summary Results 65 

Show Lexile Search Option 64 

Show Number Of Prior Patron Reservations 

66 

Show Patron Info On Check In 44 

Show Scanned Materials At Top Of List 19 

Show Study Program Search Option 64 

Single Check In 15 

Single Check Out 15 

Slip Printer Client 47 

Special Barcodes 130, 131, 133, 182, 183 

Special Barcodes for Circulation 183 

Special Barcodes for Cordless Linear Imager 

182 

Spine and Pocket Labels Printed 126 

Statistical Reports E, 87, 149, 159, 161, 

162, 163 

Students 22 

Study Program Info 154 

Study Programs 25, 114 

Subject Heading 110 

SURFit D, 72, 73, 74, 75 

SURFit Settings 72 

Syndetics Customer ID 61 

T 

Taskbar 173 

Tax Rate (%) 27 

Theme 51 

Title 18, 20, 31, 63, 104, 105, 110, 111, 

121, 124, 126, 144, 150, 158, 173 

Title Bar 173 

Today’s Statistics 154 

Translate Scanned Barcodes 10 

Treat Checked In Items As In-House If Not 

Checked Out 45 

Turn off automatic website checking 177 

Type a meaningful name 109 

Type search term(s) 111 

Type the Item’s LCCN 111 

Type words that you want Atriuum to ignore 

when patrons search in OPAC 67 

U 

Undefined 22 

Unique User Def 1 – 2 88 

unscheduled closings 54 

Unused Holdings Barcodes 159 

Unused Patron Barcodes 159 

Upload Circulation Transactions 130 

URL 68 

Use Batch Check In 15 

Use Batch Check Out 15 

Use Circulation Desk 14 

Use Circulation Setting 13 

Used Holdings Barcodes 159 

Used Patron Barcodes 160 

Use First Specify A Number Characters Of 

Author’s Last Name In Call Number 

Generation 30 

Use Grace Period When Assessing Fines 46 

Use inline AutoComplete 176 

Use Library Of Congress Call Numbers 30 

User Def 88 

User Defined Fields 11, 89, 96 

Username 3, 6, 7, 8, 105, 143, 145 

User Name 105 

Use Static Library Name 93, 120 

Use Title Sort Ranking 20, 63 

Using eZcat with Atriuum 105 

Using The Circulation Desk 138 

V 

Vendor Code 26 

Vendors 26, 27, 28, 152 

Verify PIN 89 

Vertical Offset (in mm) 125 

Vertical Offset (in points) 96, 123 

View Bookings By Patron 160 

View Bookings For Today 160 

View Bookings For Tomorrow 160 

View / Edit Due Date Calendar 55 

View History 145 

Viewing Existing Calendar Settings 55 

W 

Web Site 27, 172 

Worker Group 7, 8 

Worker Groups 6, 7 

Worker Log On 4, 9, 143 

Worker Records 6, 7, 118 

Workers 6, 7, 8 

Worker Settings 14, 15, 16, 17, 18, 19, 

20, 118, 138 

Y 

your preferred Default 23, 35, 38 

your preferred Description 23, 35, 38 

your preferred Name 23, 35, 38 

Z 

ZIP Code 27

Book Systems, the Book Systems logo, Atriuum, eZcat, eZcat Pro, and all program logos are either registered trademarks or trademarks of Book Systems, 

Inc. Other brands and products are trademarks of their respective owners. Book Systems believes the information in this publication is accurate as of 

its publication date. Such information is subject to change without notice and is subject to applicable technical product description. Book Systems is 

not responsible for inadvertent error. © 2008, 2009 Book Systems, Inc. Huntsville, AL 35816. All Rights Reserved. 

V.4.1.3 Rev. 092009

Atriuum Training Manual

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