====== Integrated Library System (ILS) ADMIN MANUAL ======


===== Section 1. Accessing the ILS Homepage=====


On your browser's address bar, enter this URL: [[http://ilib.krayap.com|http://ils.nlp.gov.ph]]

{{:ils:admin:fig.155_accessing_homepage.png|}}

Figure 155. Accessing the Homepage


Click the Log In menu, then type your username and password.

{{:ils:admin:fig.156_logging_in.png|}}
Figure 156. Logging In

 


=====Section 2. Viewing the Accessible Modules=====

Once logged in, the ILS modules are displayed as sidebar menu items at the left side of the page.See Figure 1 below.

{{:ils:admin:fig.3_accessing_modules.png|}}
Figure 3. Accessing the Modules

=====Section 3. Viewing the Admin Module=====

The Administration Module contains the following sub-modules: Users, Roles, Permissions, Institutions, Batch Import and MARC Frameworks. Click the Administration Module link on the side bar to hide/unhide the sub-modules. This behavior is also applicable to all other ILS modules. See Figure 2 below.

{{:ils:admin:fig.2_viewing_adminstration_module.png|}}
Figure 2. Viewing the Admin Module

====3.1 Viewing the Paginated List of Users and Searching/Deleting Specific Users====

To display the list of users, click the User menu item under the Administration module on the sidebar.See Figure 3 below.

{{:ils:admin:fig._3_viewing_the_users_module.png|}}
 Figure 3. Viewing the Users Module

1. To search a specific user, enter the name in the search bar on the right side of the page.

2. To delete a user, click the red Delete button on the right side of the table rows.Click Yes to complete action

{{:ils:admin:fig.4_searching_and_deleting_user.png|}}
Figure 4. Searching and Deleting  Users

==== 3.2 Adding and Editing Users====

1. To add or create users for the system, click the  **New User,** button then fill up the basic information needed.Click **Create** to complete the action.See Figure 5 and 6 below.

{{:ils:admin:fig.5_adding_user.png|}}

Figure 5. Adding Users


{{:ils:admin:fig.6_creating_user.png|}}
Figure 6. Creating Users

2. To edit account details of the users, choose an entry then click Edit (blue button). Then you can start editing the user account details.Choose which Role,Campus and College you desire to access information. Click **Update** to complete action.See Figure 7 and 8 below.

{{:ils:admin:fig.7_editing_user.png|}}
Figure 7. Editing Users







{{:ils:admin:fig.8_editing_user_details.png|}}
Figure 8. Editing User Details

=====Section 4. Viewing Roles=====

Click the Roles sub-module, then you can see the list of roles.See Figure 9 below.

{{:ils:admin:fig.9_viewing_the_roles.png|}}

Figure 9. Viewing Roles
====4.1 Adding Roles/Assigning Permissions====

  *  To add/create a role, click the button **New Role,** then fill up the basic information needed.
  *  To assign permissions, tick the checkboxes beside the permission(s) you want to set for the role you are creating.Click **Create** button to complete action.


====4.2 Editing the Roles====

  * To edit the account details of the roles, choose an entry on the list then click the blue Edit button. Then you can start editing the roles account details. Click the **Update** button to complete action. See Figure 9 below.

{{:ils:admin:fig.10_editing_roles.png|}}

Figure 10. Editing Roles

{{:ils:admin:fig.11_editing_role_details.png|}}
Figure 11. Editing Role Details


=====Section 5. Viewing the Permissions=====

  * To view the permissions list, Click the Permission sub- module the you will see the list of permissions.See Figure 12 below.

{{:ils:admin:fig.12_viewing_permissions.png|}}
 

Figure 12. Viewing Permissions

====5.1 Adding and Searching the Permissions====
  * To add the permissions, click the blue New Permissions button, then fill up the basic information.Click Create to complete action. See Figure 13 below.
  *  * To search a permission, type keywords on the search bar on the right side of the page. See Figure 13 below.

{{:ils:admin:fig.13_adding_and_searching_permissions.png|}}

Figure 13. Adding and Searching the Permissions


====5.2 Editing and Deleting the Permission====

  * To edit a permission, click the blue Edit button on the side column of the table list of permissions.You can start editing the permissions details, then click Update to complete action.See Figure 14 and 15 below.

{{:ils:admin:fig.14_editing_permissions.png|}}

Figure 14. Editing a Permission

{{:ils:admin:fig.15_editing_permission_details.png|}}
Figure 15. Editing permission Details


  * To delete a permission, click the red Delete button on the side column of the table list of permissions. Click Yes to complete action.See Figure 16 and below.

{{:ils:admin:fig.16_deleting_permissions.png|}}
Figure 16. Deleting a Permission


=====Section 6. Viewing the Institutions=====

  * To view the list of institutions, click the **Institution** sub-module, then you will see the list of the institutions.
See Figure 17 below.
{{:ils:admin:fig.17_viewing_institutions.png|}}
Figure 17. Viewing Institution


====6.1 Adding and Searching the Institutions====

  * To add an institution, click the blue **New Institution** button on the upper right side of the page. Fill up the needed information. Click **Create** to complete action. See Figure 18 and 19 below.


{{:ils:admin:fig.18_adding_institution.png|}}

Figure 18. Adding Institution

{{:ils:admin:fig.19_creating_institution.png|}}

Figure 19. Creating Institution


  * To search institutions, type keywords on the search bar to find an institution.
{{:ils:admin:fig.20_searching_institutions.png|}}

====6.2 Editing and Deleting an Institution====
  * To edit an institution, click the red Edit button. You can start editing the basic information of the institution then click Update to complete action.See Figure 21 and 22 below.

{{:ils:admin:fig.21_editing_instititutions.png|}}
Figure 21. Editing Institutions

{{:ils:admin:fig.22_editing_institution_details.png|}}

Figure 22. Editing Institution Details


  * To delete an institution, click the red Delete button on the table in the page. Click Yes to complete action. See figure 23 below.

{{:ils:admin:fig.23_deleting_institution.png|}}

Figure 23. Deleting Institutions



=====Section 7. Viewing Batch Import=====

  * To view list of imported batches list, click the **Batch Import** sub module to see the list. See Figure 24 below.

{{:ils:admin:fig.24_viewing_batch_import.png|}}
Figure 24. Viewing Batch Import

====7.1 Viewing a Batch Import====

  * To view a Batch Import, click the **View** button on the right side of the list.You will see the information about the Batch Import on the upper part of the page and the records list on the lower part of the page.See Figure 25 and 26 below.

{{:ils:admin:fig.25_viewing_batch_import_details.png|}}
Figure 25. Viewing Batch Import

{{:ils:admin:fig.26_viewing_batch_import_details.png|}}
Figure 26. Viewing Batch Import Details


====7.2 Viewing the Binary==== 
  * To view MARC record in binary , click **View Binary** button. Click **Close** button to finish action. See Figure 27  and 28 below. 

{{:ils:admin:fig.27_viewing_binary.png|}}
Figure 27. Viewing Binary

{{:ils:admin:fig.28_viewing_binary_representation.png|}}

figure 28. Viewing Binary Representation

====7.3 Viewing the XML====
  * To view the MARC record in XML format, click **View XML** button. See Figure 29 and 30 below. 

{{:ils:admin:fig.29_viewing_xml_.png|}}
Figure 29. Viewing XML

{{:ils:admin:fig.30_viewing_sml_representation.png|}}

Figure 30. Viewing XML Representation




=====Section 8. Importing Library Data=====

  * To import Library Data/Batch, click on the **Import Batch** module, then click the **New Upload** button to add MARC file/s. Fill out the Charset Encoding (default is UTF-8) then fill out the other information needed. Choose which **Record type** and write comments if you want to have notes. Click **Stage Marc file** button to complete action.

{{:ils:admin:fig.31_importing_library_data.png|}}
Figure 31. Importing Library Data

{{:ils:admin:fig.32_importing_marc_record.png|}}


Figure 32. Importing MARC Record

====8.1 Searching the Batch Import====
  * To search a batch import, type keywords on the search bar on the right side of the page. See Figure 33 below.

{{:ils:admin:fig.33_searching_batch_import.png|}}

Figure 33. Searching the Batch Import


=====Section 9. Viewing MARC Frameworks=====
  * To view list of MARC Frameworks, click the Administration Module then click the MARc Framework in the sub modules. You can see the table list of MARC Frameworks. See Figure 34 below.


{{:ils:admin:fig.34_viewing_marc_frameworks.png|}}

Figure 34. Viewing MARC Framework

====9.1 Adding and Searching the MARC Framework====
  * To add a framework, click the New Framework button on the upper right side of the page. Enter the framework code and description, then click Create to complete action. See Figure 35 and 36 below.


{{:ils:admin:fig.35_adding_marc_framework.png|}}
Figure 35. Adding MARC Framework

{{:ils:admin:fig.36_creating_marc_framework.png|}}

Figure 36. Creating MARC Framework


  * To search, type keywords on the search bar on the right side of the page. See Figure 37 below.

{{:ils:admin:fig.37_searching_marc_framework.png|}}

Figure 37. Searching MARC Framework

====9.2 Editing and Deleting a MARC Framework====
  * To edit a MARC Framework, click on the blue Edit button on the side of the table list of the frameworks. See Figure 38 and 39 below.

{{:ils:admin:fig.38_editing_marc_framework.png|}}

Figure 38. Editing MARC Framework

{{:ils:admin:fig.39_editing_marc_framework_details.png|}}

Figure 39. Editing MARC Framework Details

  * To delete a MARC Framework, click the red Delete button, then click Yes to complete action. See Figure 40 below.

{{:ils:admin:fig.40_deleting_marc_framework.png|}}

Figure 40. Deleting MARC Framework


Note:  When you are editing a MARC framework, you can make add and search its field and sub-field.See Figure 40 below.




======Viewing the Configuration Module======

  * To view Configuration Listings, click the Configuration Module then you will see sub-modules (Location, Circulation Types, Campuses, Colleges, Holidays, System Messages, Non-filling Words, Announcements, Academic Years and Item Types). see Figure 41 below.

{{:ils:admin:fig.41_viewing_configuration_module.png|}}

Figure 41. Viewing Configuration Module

=====Viewing the Locations=====

Click the **Locations** sub- module ,then you will see list of locations available. See Figure 42 below.

{{:ils:admin:fig.42_viewing_locations_.png|}}
Figure 42. Viewing Location Listings


=====Adding and and Searching the Locations=====

1.To add a location, click **New Location** then fill up the information needed, then click **Create** to complete action. See Figure 43 and 44 below.

{{:ils:admin:fig.43_adding_a_new_location.png|}}
Figure 43. Adding New Location

{{:ils:admin:fig.44_creating_locations.png|}}
Figure 44. Creating Locations

2. To search a location, type keywords in the search bar, then click the Search icon to complete the action.See Figure 45 below.


{{:ils:admin:fig.45_searching_the_locations.png|}}
Figure 45. Searching the Locations

=====Editing and Deleting Location=====

1. To edit a location, click **Edit** (blue button), then you can start editing location details.Click **Update** to complete action. See Figure 46 and 47 below.

{{:ils:admin:fig.46_editing_the_locations.png|}}

Figure 46. Editing the Locations

{{:ils:admin:fig.47_editing_location_details.png|}}

Figure 47. Editing Location Details


2. To delete a location, click red **Delete** button, then click Yes to complete action. See Figure 48 below.

{{:ils:admin:fig.48_deleting_a_location.png|}}

Figure 48. Deleting a Location



=====Viewing the Circulation Types=====

Click the **Circulation Types** sub- module ,then you will see list of types of circulation types  available. See Figure 49 below.


{{:ils:admin:fig.49_viewing_circulation_types.png|}}


Figure 49. Viewing the Circulation Types

=====Adding and Searching the Circulation Types=====

1.To add a circulation, click **New Circulation** then fill up the information needed, then click **Create** to complete action. See Figure 50 and 51 below.

{{:ils:admin:fig.50_adding_circulation.png|}}
Figure 50. Adding New Circulation

{{:ils:admin:fig.51_creating_circulation_types.png|}}
Figure 51. Creating Circulation

2. To search a circulation, type keywords in the search bar, then click the Search icon to complete the action.See Figure 52 below.

{{:ils:admin:fig.52_searching_circulation_types.png|}}

Figure 52. Searching the Circulation

=====Editing and Deleting Circulation=====

1. To edit a circulation type, click **Edit** (blue button), then you can start editing the circulation type details.Click **Update** to complete action. See Figure 53 and 54 below.

{{:ils:admin:fig.53_editing_circulation_types.png|}}

Figure 53. Editing the Circulation Types



Figure 54. Editing the Circulation Details


2. To delete a circulation type, click red **Delete** button, then click Yes to complete action. See Figure 55 below.



Figure 55. Deleting a Circulation

{{:ils:admin:fig.55_deleting_circulation_type.png|}}

**Note: New Role Rule**



=====Viewing the Campuses=====

Click the **Campuses** sub- module ,then you will see list of campuses available. See Figure 56 below.

{{:ils:admin:fig.56_viewing_campuses.png|}}

Figure 56. Viewing the Campuses

=====Adding and and Searching the Campuses=====

1.To add a circulation, click **New Campus** then fill up the information needed, then click **Create** to complete action. See Figure 57 and 58 below.

{{:ils:admin:fig.57_adding_new_campus.png|}}

Figure 57. Adding a Campus

{{:ils:admin:fig.58_creating_campus.png|}}

Figure 58. Creating a Campus

2. To search a campus, type keywords in the search bar, then click the Search icon to complete the action.See Figure 59 below.

{{:ils:admin:fig.59_searching_campus.png|}}

Figure 59. Searching the Campus

=====Editing and Deleting the Campus=====

1. To edit a campus, click **Edit** (blue button), then you can start editing the campus details.You can choose which institution by dragging the selection button. Click **Update** to complete action. See Figure 60 and 61 below.

{{:ils:admin:fig.60_editing_campus.png|}}

Figure 60. Editing the Campus

{{:ils:admin:fig.61_editing_campus_details.png|}}

Figure 61. Editing the Campus Details


2. To delete a campus, click red **Delete** button, then click Yes to complete action. See Figure 62 below.

{{:ils:admin:fig.62_deleting_campuses.png|}}

Figure 62. Deleting a Campus



=====Viewing the Colleges=====

Click the **Colleges** sub- module ,then you will see list of colleges available. See Figure 63 below.

{{:ils:admin:fig.63_viewing_colleges.png|}}

Figure 63. Viewing the Colleges

=====Adding and and Searching the Colleges=====

1.To add a college, click **New College** then fill up the information needed, then click **Create** to complete action. See Figure 64 and 65 below.

{{:ils:admin:fig.64_adding_new_college.png|}}
Figure 64. Adding a College

{{:ils:admin:fig.65_creating_colleges.png|}}
Figure 65. Creating a College

2. To search a college, type keywords in the search bar, then click the Search icon to complete the action.See Figure 66 below.

{{:ils:admin:fig.66_searching_colleges.png|}}

Figure 66. Searching the College

=====Editing and Deleting the Colleges=====

1. To edit a college, click **Edit** (blue button), then you can start editing the college details.Click **Update** to complete action. See Figure 67 and 68 below.

{{:ils:admin:fig.67_editing_colleges.png|}}

Figure 67. Editing the Colleges

{{:ils:admin:fig.68_editing_college_details.png|}}

Figure 68. Editing the Colleges Details


2. To delete a college, click red **Delete** button, then click Yes to complete action. See Figure 69 below.

{{:ils:admin:fig.69_deleting_college.png|}}

Figure 69. Deleting a College


=====Viewing the Holidays=====

Click the **Holidays** sub- module ,then you will see the list of holidays available. See Figure 70 below.

{{:ils:admin:fig.70_viewing_holidays.png|}}
Figure 70. Viewing the Holidays

=====Adding and and Searching the Holidays=====

1.To add a holiday, click **New Holiday** then fill up the information needed, then click **Create** to complete action. See Figure 71 and 72 below.

{{:ils:admin:fig.71_adding_holidays.png|}}
Figure 71. Adding a Holiday

{{:ils:admin:fig.72_creating_holidays.png|}}
Figure 72. Creating a Holiday

2. To search a holiday, type keywords in the search bar, then click the Search icon to complete the action.See Figure 73 below.

{{:ils:admin:fig.73_searching_holidays_.png|}}

Figure 73. Searching the Holiday

=====Editing and Deleting the Holiday=====

1. To edit a holiday, click **Edit** (blue button), then you can start editing the holiday details.Click **Update** to complete action. See Figure 74 and 75 below.

{{:ils:admin:fig.74_editing_holidays.png|}}
Figure 74. Editing the Holiday

{{:ils:admin:fig.75_editing_holiday_details.png|}}
Figure 75. Editing the Holiday Details


2. To delete a holiday, click red **Delete** button, then click Yes to complete action. See Figure 76 below.

{{:ils:admin:fig.76_deleting_holidays.png|}}

Figure 76. Deleting a Holiday




=====Viewing the System Messages=====

Click the **System Messages** sub- module ,then you will see list of the system messages available. See Figure 77 below.

{{:ils:admin:fig.77_viewing_system_messages.png|}}

Figure 77. Viewing the System Messages

=====Adding and and Searching the System Messages=====

1.To add a system message, click **New System Message** then fill up the information needed, then click **Create** to complete action. See Figure 78 and 79 below.

{{:ils:admin:fig.78_adding_system_message.png|}}
Figure 78. Adding a System Message

{{:ils:admin:fig.79_creating_system_message.png|}}
Figure 79. Creating a System Message

2. To search a system message, type keywords in the search bar, then click the Search icon to complete the action.See Figure 80 below.


{{:ils:admin:fig.80_searching_sytem_messages.png|}}
Figure 80. Searching the System Messages

=====Editing and Deleting the System Messages=====

1. To edit a system message, click **Edit** (blue button), then you can start editing the system message details. Click **Update** to complete action. See Figure 81 and 82 below. 

{{:ils:admin:fig.81_ediitng_system_message.png|}}
Figure 81. Editing the System Messages

{{:ils:admin:fig.82_editing_system_message_details.png|}}
Figure 82. Editing the System Messages Details


2. To delete a System Message, click red **Delete** button, then click Yes to complete action. See Figure 83 below.

{{:ils:admin:fig.83_deleting_system_messages.png|}}
Figure 83. Deleting a System Message


=====Viewing the Non-Filing Words=====

Click the **Non-Filing Words** sub- module ,then you will see list of the system messages available. See Figure 84 below.

{{:ils:admin:fig.84_vewing_non-filing_words.png|}}

Figure 84. Viewing the Non-Filing Words

=====Adding and and Searching the Non-Filing Words=====

1.To add the Non-Filing Words, click **New Non-Filing Word** then fill up the information needed, then click **Create** to complete action. See Figure 85 and 86 below.

{{:ils:admin:fig.85_adding_non-filing_word.png|}}
Figure 85. Adding a Non-Filing Word

{{:ils:admin:fig.86_creating_non_filing_word.png|}}
Figure 86. Creating a Non-Filing Word

2. To search a Non-Filing Word, type keywords in the search bar, then click the Search icon to complete the action.See Figure 87 below.


{{:ils:admin:fig.87_searching_non-filing_words.png|}}
Figure 87. Searching the Non-Filing Word

=====Editing and Deleting the Non-Filing Words=====

1. To edit a Non-Filing Word, click **Edit** (blue button), then you can start editing the Non-Filing Word details.Click **Update** to complete action. See Figure 88 and 89 below.

{{:ils:admin:fig.88_editing_non-filing_words.png|}}
Figure 88. Editing the Non-Filing Words

{{:ils:admin:fig.89_editing_non-filing_word_details.png|}}
Figure 89. Editing the Non-Filing Word Details


2. To delete a Non-Filing Word, click red **Delete** button, then click Yes to complete action. See Figure 90 below.

{{:ils:admin:fig.90_searching_non-filing_words.png|}}
Figure 90. Deleting a Non-Filing Word

 

=====Viewing the Announcements=====

Click the **Announcements** sub- module ,then you will see list of the Announcements available. See Figure 91 below.

{{:ils:admin:fig.91_viewing_announcements.png|}}
Figure 91. Viewing the Announcements

=====Adding and and Searching the Announcements=====

1.To add an Announcement, click **New Announcement** then fill up the information needed, then click **Create** to complete action. See Figure 92 and 93 below.

{{:ils:admin:fig.92_adding_announcement.png|}}
Figure 92. Adding an Announcement


{{:ils:admin:fig.93_creating_announcement.png|}}
Figure 93. Creating an Announcement

2. To search an Announcement, type keywords in the search bar, then click the Search icon to complete the action.See Figure 94 below.


{{:ils:admin:fig.94_searching_announcements.png|}}
Figure 94. Searching the Announcements

=====Editing and Deleting the Announcements=====

1. To edit an Announcement, click **Edit** (blue button), then you can start editing the Announcements details.Click **Update** to complete action. See Figure 95 and 96 below.

{{:ils:admin:fig.95_editing_announcement.png|}}
Figure 95. Editing the Announcements

{{:ils:admin:fig.96_edting_annuoncement_details.png|}}
Figure 96. Editing the Announcement Details


2. To delete an Announcement, click red **Delete** button, then click Yes to complete action. See Figure 97 below.

{{:ils:admin:fig.97_deleting_announcements.png|}}
Figure 97. Deleting an Announcement



=====Viewing the Academic Years=====

Click the **Academic Years** sub- module ,then you will see list of the Academic Years available. See Figure 98 below.

{{:ils:admin:fig.98_viewing_academic_years.png|}}
Figure 98. Viewing the Academic Years


=====Adding and and Searching the Academic Years=====

1.To add the Academic Years, click **New Academic Year** then fill up the information needed, then click **Create** to complete action. See Figure 99 and 100 below.

{{:ils:admin:fig.99_adding_new_academic_year.png|}}
Figure 99. Adding an Academic Year

{{:ils:admin:fig.100_creating_academic_year.png|}}
Figure 100. Creating an Academic Year

2. To search an Academic Year, type keywords in the search bar, then click the Search icon to complete the action.See Figure 101 below.


{{:ils:admin:fig.101_searching_academic_year.png|}}
Figure 101. Searching the Academic Years


=====Editing and Deleting the Academic Years=====

1. To edit an Academic Years, click **Edit** (blue button), then you can start editing the Academic Years details.Click **Update** to complete action. See Figure 102 and 103 below.

{{:ils:admin:fig.102_editing_academic_years.png|}}
Figure 102. Editing the Academic Years

{{:ils:admin:fig.103_editing_academic_year_details.png|}}
Figure 103. Editing the Academic Years Details


2. To delete an Academic Year, click red **Delete** button, then click Yes to complete action. See Figure 104 below.

{{:ils:admin:fig.104_deleting_academic_year.png|}}
Figure 104. Deleting an Academic Year



=====Viewing the Item Types=====

Click the **Item Types** sub- module ,then you will see list of the Item Types available. See Figure 105 below.

{{:ils:admin:fig.105_viewing_item_types.png|}}
Figure 105. Viewing the Item Types

=====Adding and and Searching the Item Types=====

1.To add the Item Types, click **New Item Types** then fill up the information needed, then click **Create** to complete action. See Figure 106 and 107 below.

{{:ils:admin:fig.106_adding_item_types.png|}}
Figure 106. Adding an Item Type

{{:ils:admin:fig.107_creating_item_types.png|}}
Figure 107. Creating an Item Type

2. To search an Item Type, type keywords in the search bar, then click the Search icon to complete the action.See Figure 108 below.


{{:ils:admin:fig.108_searching_item_types.png|}}
Figure 108. Searching the Item Types


=====Editing and Deleting the Item Types=====

1. To edit an Item Type, click **Edit** (blue button), then you can start editing the Item Types details.Click **Update** to complete action. See Figure 109 and 110 below.

{{:ils:admin:fig.109_editing_item_types.png|}}
Figure 109. Editing the Item Types

{{:ils:admin:fig.110_editing_item_type_details.png|}}
Figure 110. Editing the Item Type Details


2. To delete an Item Type, click red **Delete** button, then click Yes to complete action. See Figure 111 below.

{{:ils:admin:fig.111_deleting_item_type.png|}}
Figure 111. Deleting an Item Type