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PMB: Administrator 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 of this guide: see on cover.

Copyright © 2004-2005 PMB development group

This manual is the intellectual property of PMB Services SARL and of its contributors (their names appear with their contributions).

HTML Version: free distribution permitted, Creative Commons 2.0 license, (Paternity, Not for commercial use). For more information refer to: http://creativecommons.org/licenses/by-nc/2.0/fr/

Printed version, XML and other support : distribution forbidden, modifications allowed under authority of PMB developers and registered contributors for the documentation (CVS access). For any questions regarding other versions of the PMB documentation, please send an email to pmb@sigb.net

Cover page Text:

PMB Services SARL, 2004-2006

PMB is a opensource application (GNU/GPL compliant CECILL License) for libraries.

http://www.sigb.net

Copyright © 2004 PMB Services SARL

Abstract

This guide describes the administrative functions of PMB, a free and opensource ILS (Integrated Library Management System, using a PHP/MySQL interface.

For more information, refer to www.sigb.net

Table of Contents

1. Introduction

1. Credits
2. About PMB
3. Organization of the Administration Tab

2. Minimum data set

1. Database structure

2. Minimum data to launch PMB

3. Data for launching PMB in quick-start mode

4. A selection of bibliographical records, readers, .... to test PMB rightaway

5. Thesaurus and internal indexes

6. Deleting test data sets

6.1. With Windows
6.2. With Linux

7. Further Information

3. A few definitions

1. Readers and borrowers
2. Barcode scan or keyboard input
3. Records and copies
4. UNIMARC bibliographic format
5. BDP, recommendation 995
6. UNIMARC Copy Import and Import Coding

1. Media types

2. Statistical codes

3. Sections

5. Locations

7. Customizable data

7.1. Types of input for customizable fields
7.2. Data types, visible in OPAC, mandatory

1. Sources
2. Status
3. Customizable data

1. Categories

2. Statistical codes

3. Readers Import

3.1. Importing readers
3.2. Deleting readers
3.3. Importing readers, advanced

4. Customized parameters

2. Quotas : duration, quantity and types

2.1. Period
2.2. Quantity
2.3. Types of quotas

3. The various quotas

3.1. number of items
3.2. loan period
3.3. number of holds
3.4. hold duration
3.5. number of serials holds
3.6. serials hold duration

4. In case of conflict

5. Defining a quota

8. Calendar

1. If the Calendar is not enabled
2. Defining opening days

9. Financial management

1. Basic factors

1.1. Types of readers' accounts
1.2. The Library account

2. Managing membership

2.1. Adding a subscription type

3. Managing loans rates

4. Managing fines

5. Managing fines : reminders

6. Suspension of loans

1. Managing users

11. Importing

1. UNIMARC records

2. UNIMARC items

2.1. File Transfer using the "upload" feature
2.2. FTP File transfer
2.3. Records and copies upload

3. Checking imported items

4. References for UNIMARC import

12. Conversions/export

1. File formats
2. Converting external files
3. PMB database export

1. Database cleanup

2. SQL queries

2.1. Examples of stored procedure usage

3. Database update

4. Tables description

5. MySQL maintenance

6. Parameters

6.1. Retrieving the values of a parameter within another parameter
6.2. Acquisitions
6.3. Biblio
6.4. Subject headings
6.5. Selective Dissemination of Information
6.6. Borrowers
6.7. LDAP
6.8. Membership reminder email
6.9. Overdue email
6.10. OPAC
6.11. Borrower's card
6.12. Membership reminder notice
6.13. Holds confirmation notice
6.14. Overdue notice
6.15. General parameters
6.16. Backup
6.17. Thesaurus
6.18. Z39.50 options

1. Servers

1. Backup locations
2. Groups of tables
3.
4.
5.
6.

16. Acquisitions

1. The Acquisitions module - prerequisites

2. Name and Address

3. Financial years

4. Types of materials

5. Additional expenditure

6. Payment methods

7.1. Creating a budget
7.2. Adding an item to a budget
7.3. Activating budgets, quotations, orders

17. Postface

1. Limitations of this document
2. Updates
3. Join us


		Chapter 1. Introduction