Bulk Editing – Updating… LibCode has many features that allow for bulk editing.  Bulk editing is useful when exactly the same thing needs to be changed on several (perhaps thousands of) records.  It is not always possible to do bulk edits but it is certainly worth looking into if you have discovered an inconsistency, which […]

What can be changed using a catalogue bulk update? Authors, Series and Publisher. Department, Site and Location. Classification Number, Main Entry and GMD. Loan Periods. Links. Basic Steps of A Bulk Update Load Utilities, perform the first backup. While still in Utilities, select ‘Update > Catalogue > Update’. Click through the backup warning if you have completed […]

This is an unusual operation because you are actually changing Barcode record information using Catalogue record search criteria… this function was added because it’s often necessary to do this! An example of bulk changing Loan Period details using Catalogue record details as selection criteria would be: F has been placed in the Location field for […]

An example of bulk changing Catalogue record details would be: EQ has been placed in the GMD field for all Electrical Equipment resources. After careful consideration it is decided that the GMD field should be EQE (Equipment – Electrical) so they can be brought into line with the Equipment – Mechanical that have a GMD […]

Use the steps below to delete unused SCIS records only after you have edited all those that need to be. Go into SCIS/ Edit in Data Entry and check the number of records present, write this number down. Load Utilities and do a Backup (just the first option). Once the Backup is complete, click the Update […]

From time to time it is a good idea to use the various options under the Update > Catalogue > Links area.  This will update, check and re-align host entries with the relevant Linked records. Changes may have been made to the host entry and the Link information may have been overlooked.  An example of this would […]

These instructions will step you through completing a catalogue update using a buffer file. Please click the below links for instructions on how to create buffer files. Create buffer file. Create buffers file from Circulation Reports. Steps: Load Utilities, perform the first backup. Select ‘Update – Catalogue – Update’. Click through the backup warning if […]

This area is used to bulk change details that appear on Barcode Detail tab of the Data Entry module. What can be changed using a barcode bulk update? Supplier, Fund, Invoice. Cost, Depreciation, Marker. Status, Status Date, Order Number. Cat Status, Loan Period. Note, Last Stocktake. Basic Steps of A Bulk Update Load Utilities, perform […]

A buffer file is simply a file containing a list of barcodes.  You can make the file using any word processor (and this includes NotePad) or the Utilities > Setup > Buffer File option and then use the barcode list as selection criteria to make changes to your database.  This option is definitely the go if you […]

An example of changing Keywords with bulk edit would be: MOTOR CARS has been added to several resources as a keyword but since it is a valid subject heading it has been decided to change all instances of MOTOR CARS as Keywords to CARS. Steps for bulk edit of Keywords… (ALWAYS backup before doing ANY […]

An example of changing Subject Headings with bulk edit would be: “CARS” has been given to several books and the decision has been made to change this on all resources to the SCIS valid “MOTOR CARS” heading. “CARS” needs to be changed to “MOTOR CARS” on all resources. Steps for bulk edit of Subjects… (ALWAYS […]

It is very unlikely you’ll be doing a bulk update in the Thesaurus unless we’ve sent you a page of instructions to sort out code changes. The update process is the same as all the other bulk update methods… Set Selection Criteria and click Apply button. Check the list of records displayed to make sure […]

Under this option you can globally update or bulk change information relating to the circulation of resources. As you can see there are a number of options to choose from: Each option will perform a global or bulk change of some description… always do a backup before bulk editing your data! The options include: Borrowers – […]

Sometimes it is necessary to change borrower details in bulk.  Any time you need to do the same thing to lots of borrowers it might be possible to save yourself a lot of time by doing the changes in bulk via Utilities > Update. Some examples: Changing Group/Class in bulk: Miss Smith the year 1 teacher […]

A couple of examples of Bulk Deleting borrowers… At the end of a year there might be a whole Group or even Level of borrowers that need to be removed. Removing Left students at the start or end of a year (keep students with outstanding loans). *** NOTE:  Remember to BACKUP first in case you […]

To delete any unused groups from the system: Open Utilities and do a backup Stay in Utilities and click on Update > Circulation > Unused Groups This operation will not remove any group with borrowers still attached so you might like to use the Borrower update function to move borrowers into other groups or you could do […]

This is option is used to bulk return loans in bulk AND to deal with Unreturned loans in bulk! Not often used and you might like to discuss this option with the LibCode Office before using it… MAKE SURE you do a backup before using a function like this! VERY HANDY! This option now marks […]

This option will permanently remove any ‘orphan’ loans that no longer have a borrower attached or the title has been deleted.  This can occur when indexes are corrupted, a resource has been culled using a buffer file or the borrower has been deleted with loans still outstanding (possible in earlier versions). Cleanup Loans is one […]

Previously called Deleting Loan History in the old DOS LibCode, Prune Returned Loans will remove any reference to a returned loan prior to a selected date. Used to cleanup Loan History when it gets to be usually over 5 years old…

It’s the beginning of the year and your ambitious readers were reserving books as if there was no tomorrow.  It’s now term 2 and there is a pile of uncollected reservations that continues to grow regardless of how many notifications you give out and other borrowers would like to read the book. By using the […]

Synchronising Borrowers with an in-load file (In-loading borrower information from another computer system). These are the Office Systems we have setup a standard process for: *** IMPORTANT NOTE*** These instructions may have been created for old versions of Office Systems. The important information is: – The number of fields in the file you are creating […]

Some things to do BEFORE you start: Backup Before you start!!! (an Alternate or External backup is perfect because it’s quick!) Load LibCode > Utilities > Backup/Restore… Alternate or External Backup Remember where the backup is so you can restore Circulation Only  if there is a problem with this process… If you do the normal […]

There are a few things you need to do before you begin this process: 1.  Do a system BACK-UP 2.  Check ALL Student borrowers have the Sims Student ID as their “Borrower number” 3.  CHECK your data after the synchronise… if there is a problem DON’T use Circulation. Instead, restore your circulation data via the […]

PLEASE NOTE!!! Backup BEFORE you start Check ALL Student borrowers DO HAVE the Office System Enrolment Number as their “Borrower No.” in the LibCode Circulation system. CHECK your data after the synchronise… if there is a problem DON’T use Circulation… (Restore your Circulation data from the backup you made… or call us for help!) Now… […]

PLEASE NOTE!!! ***Backup BEFORE you start *** Check ALL Student borrowers DO HAVE the Office System Enrolment Number as their “Borrower No.” in the LibCode Circulation system… (If your are starting from scratch obviously this does not count!) *** CHECK your data after the synchronise… if there is a problem DON’T use Circulation… (Restore your […]

Login to OneSchool Reports / Student Management / Lists… Select Dynamic Student List Report Scroll down and tick the following fields: Year Level, Roll Class, Date of Birth, Age, Sex, MISId, Residential Address Select Excel as the Report Format, then select Generate Report You will then be asked ‘Do you want to Open or Save […]

Login to OneSchool Reports / Student Management / Lists… Select Dynamic Student List Report Scroll down and tick the following fields: Year Level, Roll Class, Date of Birth, Age, Sex, MISId, Residential Address Select Excel as the Report Format, then select Generate Report You will then be asked ‘Do you want to Open or Save […]

This function can be used to import Borrower Barcodes from a different file if you get this information from a third party (like an ID card company). After selecting the Borrower Barcode function from Utilities > Update > Circulation > Borrower Barcodes > Text File you have to select a file that contains the details you will be using […]

Items can be culled from the LibCode database in two different ways, by selecting the records by Barcode Status e.g. ‘W’ or by creating a Buffer File. Cull Items by Barcode Status Cull Items by Buffer File There is an additional way to Cull Items from the database, but this doesn’t allow for a ‘cull […]

These instructions step you through culling items by Barcode Status. This can be useful after a stocktake, at the end of a year to delete all those records marked as Written Off or if you require a Cull Items Report. Marking Items as Written Off: Open LibCode / Text Tracker Suite and Data Entry. Choose […]

To cull items in bulk you will need to create a Barcode Buffer File. The below instructions step you through creating the buffer file and culling the items. Creating a Buffer File of Items to be Culled: Open LibCode Suite and Utilities. Choose Setup and Buffer File. Zap or type in barcodes of items to […]

Each time you perform a global change that involves barcodes details it is necessary to Reset the copy count for all resources.  You do this by going to Utilities > Update > Reset Copies. This procedure will match the total number of copies on the catalogue details screen with the number of available copies from […]

This is a special function to repair a corrupt database. Never use unless specifically instructed by LibCode Support Staff.