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Getting Started
Getting Started Updated Jun 04, 2026

Finding Your Way Around

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After logging in, you will see a sidebar menu on the left side of the screen. The menu items you see depend on your role.

Librarian / School Admin Sidebar

  • Dashboard — your daily overview
  • Catalog group: Catalog, AI Search, Import Catalog, Catalog Assets, MARC Editor, Catalog Enrichment, Weeding Report
  • Circulation group: Borrow Books, Return Books, Overdue Items, Fine Manager, Holds, Stocktaking
  • Reports (collapsible): Library Usage, Patron Demographics, Books Analytics, Search Statistics, Events Report, MARC Analytics — all accessible from the Reports Dashboard
  • Communication group: News, Announcements, Notifications
  • Collections (collapsible): Purchase Orders, Donations, Transfers, Course Reserves, Reading Programs, Events, Facilities
  • Finance group: Budget
  • Settings group: School Setup (collapsible: School Years, Sections, Staff Profiles, Branding), Tools (collapsible: RFID, Kiosks, Providers), Staff Qualifications
  • Audit group: Activity Log, Login Activity

Student / Teacher (Patron) Sidebar

  • Dashboard — overview of your loans, holds, and fines
  • Discover group: Browse Catalog, AI Search, Digital Library
  • Events (collapsible): Browse Events, Propose an Event
  • Announcements
  • Reading Programs
  • Course Reserves
  • My Library group: My Loans, My Holds, Reading List, Favorites, Reading History
  • My Account group: My Fines, My Reviews, Notifications, Request Books, Preferences

Tip: Items with an arrow (►) expand to show sub-items. Click any group header to toggle the group open or closed.


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