PMB : User Guide

This manual was written using the XML DocBook grammar, the XML source files were edited either with a text editor, or with XMLMind XML Editor (standard version), then formatted with the help of Norman Walsh personalized styles sheets under XFC standard version. The screen captures were made under Linux with GIMP, under Windows with PrtScr and then GIMP or under MacOS X.3, then copy-edited and converted with GIMP.

PMB version corresponding to this guide : see Cover page text

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Cover page text :

PMB Services SARL, January 2006

PMB is an opensource solution (GNU/GPL compliant CECILL Licence) for libraries.

http://www.sigb.net

Copyright © 2006 PMB Services SARL

Abstract

This guide is the user documentation of PMB, a free and opensource integrated library management system, using a PHP/MySQL interface. This user documentation is intended for the library staff, and not users of the library, that is, the borrowers.

For more information, see www.sigb.net


Table of Contents

1. Introduction
1. About PMB
2. Where to find information about PMB
3. Credits
4. CVS
2. General Principles
3. Management interface layout
4. The OPAC module
1. Accessing the OPAC
2. The OPAC Interface
3. Quick search
4. Browsing the subject index
5. Accessing readers' accounts from the OPAC
5. The Home page
1. Identification, username and password
2. Changing your password
6. User Preferences
1. Password, language, style
2. Number of records per page
3. Application's parameters
4. I have read and I accept the terms of the PMB licence
5. Application's default values
7. Circulation
1. Circulation
1.1. Loans
1.2. Loans and financial management
1.3. Return items
1.4. Borrowers Groups
1.5. New Borrower
2. Display items
2.1. by barcode
2.2. by author/title
3. Holds
3.1. Outstanding
3.2. Expired
3.3. Items to shelve
4. Overdue notices
4.1. to do
4.2. Recoveries
5. Suggestions
5.1. Make a suggestion
8. Cataloguing
1. Search
1.1. All records
1.2. Serials
1.3. Recent additions
2. Works
2.1. New record
3. Serials
3.1. Vocabulary
3.2. New serial
4. Baskets
4.1. Management
4.2. Collection
4.3. Tagging
4.4. Actions
4.5. How to use baskets
5. Shelves
5.1. Management
5.2. Set up
6. Z39.50
6.1. Z39.50 Search
9. Authority
1. Authors
1.1. Searching and editing authors
1.2. Facilitate cataloguing : standardizing author's entry
2. Subject headings
2.1. Preamble
2.2. Browsing and modifying subject headings
3. Publishers
3.1. Searching and modifying a publisher
3.2. Facilitate cataloguing : standardizing publisher's entry
4. Series
5. Sub-series
6. Collections
7. Classification
10. Reporting
1. Loans
1.1. Current loans
1.2. Overdue items
1.3. Overdues by date
1.4. Loans by group
2. Holds
2.1. Holds
2.2. Holds to process
3. Borrowers
3.1. Current borrowers
3.2. Borrowers : subscription near expiry
3.3. Borrowers : subscription expired
4. Serials
4.1. Serials list
5. Reports
5.1. Custom reports
6. Barcodes
6.1. Auto creation
11. Selective Dissemination of Information
1. Introduction
1.1. Definition
1.2. SDI Private and Public
2. SDI Activation
2.1. Displaying the SDI tab
2.2. SDI and OPAC
3. Public SDI
3.1. Routing
3.2. Inboxes
3.3. Equations
3.4. Options
3.5. SDI : step-by-step use
4. Private SDI
4.1. Routing
12. Acquisitions
1. Purchases
1.1. Orders
1.2. Deliveries
1.3. Invoices
1.4. Suppliers
1.5. Quotations
2. Suggestions
2.1. To process
2.2. Suggestions status list
13. Administration
1. Catalogue
2. Borrowers
3. Users
4. Tools
14. Contextual help
1. Availability of the contextual help
2. How the contextual help works
3. Default operation
15. Search history
1. Displaying the search history
2. Memorizing the search history
3. Clearing the search history
4. Saving the search history
5. Search history Import/Export
16. Error messages, problems and FAQ
1. Invalid authentication
2. You do not have access to this function
3. No open session
17. PMB pre-installed thesauri and classification schemes
1. Thesauri installed with PMB
1.1. The UNESCO Thesaurus
1.2. Agneaux Media Library Thesaurus
1.3. Environment Thesaurus
2. Decimal classifications installed with PMB
2.1. Chambéry Public Library
2.2. Dewey style
2.3. 100 knowledge boxes or Colour wheel
18. Postface
1. Limitations of this document
2. Updates
3. Join us