Main Window - Catalogue Tab

Baslogue^{^®}

THE MAIN WINDOW - CATALOGUE TAB

The Catalogue tab is where all of the catalogue's items can be found. It consists of:

a grid view which lists all of the items
a search bar at the top of the list view - see Searching for a Catalogue Item for further details.
an area beneath the grid view containing a number of buttons to perform various actions

The button bar at the bottom changes depending on which role is currently active (Standalone Edition only) - see Changing Roles for further details on roles. When running the Database Edition, the features available is dependant on the settings in User Security.

Here is an example of the Catalogue tab when running under the Super User role:

NOTE: The columns (fields) available for a catalogue item can be customised using the Display Options dialog. Therefore, the fields that you see below may be different to what appears for you. Please refer to the Display Options dialog for further information.

Searching, Grouping and Sorting

For details on how to use the grid itself, including how to sort by different columns, group by column values, and filter visible rows by values, refer to the section on Searching for a Catalogue Item.

Available Buttons

Not all buttons are available for all roles. The buttons available for each role are described below. Some headings are clickable for further information about that button.

Catalogue Browser role (Standalone Edition), or when "Allow Editing of Catalogue Items" is NOT selected in User Security (Database Edition)

View Item - this allows the user to view the details of the item. It will show the Catalogue Item Dialog, but all fields will be greyed out and not editable.
Find Item Using Scanner - allows the user to find the item details by scanning an item's barcode.
Export to Excel - clicking this button will either send the grid data to Microsoft^® Excel, or if Microsoft^® Excel is not installed it will prompt the user to save to a local file. Whatever sorting, grouping or filtering is active at the time will determine what is sent or saved.

Check In / Check Out role (Standalone Edition), or when "Only allow Check-in and Check-out for Catalogue Items" is selected in User Security (Database Edition)

Edit Item - this allows the user to edit some of the details of the item. It will show the Catalogue Item Dialog, where the only fields that will be editable are Status, Due Date and Employee. All other fields will be greyed out and not editable.
Item History - allows the user to view the history for the chosen item.
Show Overdue Items - will apply a filter to the grid so that it only shows items which are "Currently on Loan" and where the Due Date is before today.
Export to Excel - clicking this button will either send the grid data to Microsoft^® Excel, or if Microsoft^® Excel is not installed it will prompt the user to save to a local file. Whatever sorting, grouping or filtering is active at the time will determine what is sent or saved.
Find Item Using Scanner - allows the user to find the item details by scanning an item's barcode.
Check Out Items Using Scanner - allows the user to check-out one or more items for a particular employee, using the barcode scanner.
Return Items Using Scanner - allows the user to process the return of one or more items from having been on loan, with the use of the barcode scanner.

Super User role, or when "Allow Editing of Catalogue Items" is selected in User Security (Database Edition)

New Item - this allows the user to create a new item record. It will show the Catalogue Item Dialog with all fields empty, waiting for user input.
Copy Item - this allows the user to create a new item record by copying the contents of an existing item. It will show the Catalogue Item Dialog with all fields pre-filled based on the existing item, and then wait for user input. Modify the item as appropriate to distinguish it from the original item. The value of the barcode field will not be copied from the original item.
Edit Item - this allows the user to edit the details of the item. It will show the Catalogue Item Dialog, allowing the user to amend any value.
Delete Item - allows the user to delete an item. It multiple items are selected, this button will change to "Delete Items" and will allow the deletion of all items selected.
Update Multiple Items - this button is only active when multiple items are selected, and allows the user to update values on all items selected in one go.
Item History - allows the user to view the history for the chosen item.
Show Overdue Items - will apply a filter to the grid so that it only shows items which are "Currently on Loan" and where the Due Date is before today.
Export to Excel - clicking this button will either send the grid data to Microsoft^® Excel, or if Microsoft^® Excel is not installed it will prompt the user to save to a local file. Whatever sorting, grouping or filtering is active at the time will determine what is sent or saved.
Find Item Using Scanner - allows the user to find the item details by scanning an item's barcode.
Check Out Items Using Scanner - allows the user to check-out one or more items for a particular employee, using the barcode scanner.
Return Items Using Scanner - allows the user to process the return of one or more items from having been on loan, with the use of the barcode scanner.
New Item Using ISBN Lookup - allows the user to create a new item record by scanning the ISBN barcode on the back of a book. The ISBN details are retrieved via an online search using an active internet connection. This button is only available if ISBN Lookup has been activated with the ISBN Lookup Setup tab in the Display Options setup dialog.