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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

Copyright © 2006 PMB Services SARL and PMB Group of developers

HTML version : free distribution authorized, Creative Commons 2.0 licence, (Paternity, Not for commercial use). For more information, consult : 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). If you have any questions regarding other versions of the documentation of PMB, send an email to pmb@sigb.net.

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

3.1. 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

1.1. All records
1.2. Serials
1.3. Recent additions

2.1. New record

3.1. Vocabulary
3.2. New serial

4.1. Management
4.2. Collection
4.3. Tagging
4.4. Actions
4.5. How to use baskets

5.1. Management
5.2. Set up

6.1. Z39.50 Search

9. Authority

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

5. Sub-series

6. Collections

7. Classification

10. Reporting

1.1. Current loans
1.2. Overdue items
1.3. Overdues by date
1.4. Loans by group

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

4.1. Serials list

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


		Chapter 1. Introduction