Insignia Library system

Import/Export Custom Barcodes

Staff can also import/export custom barcodes. This allows librarians to share custom barcodes. To import/export custom barcodes, follow these steps:

1. 
   Click on “Patrons” in the Navigator Toolbar.
   
2. 
   Click on “Barcode”.
   

3. 
   Click on “Export/Import”.
   
4. 
   Specify the name of the file from which to import or export.
   
5. 
   To export, select the layouts you would like to export and click on “Export”. To import layouts, click on “Import”.
   

Importing Patrons from a File

Staff can import data from a student information system. To learn more about how to import data from a file, see Chapter 6 - Administration.

Patron Group

Staff can create and define different groups of patrons. This allows the system to display only relevant information on the screen. For example, if the group is "Teachers", then the patron record will not display fields relevant only to students, such as student ID, grade, etc. Now when you move a patron from one group to another, it will ask you if you want to keep old security settings or use the new ones, or both.

To add a new Patron Group, follow these steps:

1. 
   Click on “Patrons” in the Navigator Toolbar.
   
2. 
   Click on “Groups”.
   
3. 
   Click on “New”.
   
4. 
   Enter the name and security level. Users cannot modify permissions for patrons with a higher security level. For example, a typical setup would have patrons at a level 50, and library staff at 90.
   
5. 
   Click on “Save”.