- Members:
This module helps in maintaining a systematic and detailed record about all types of member information including the photograph specimen of the respective member.
How to access the Members module?
- Click once on the Members module, which appearson the front page of Easylib software, to open the
Easylib Login screen.
- Enter the correctUser ID and Password.
- The main page appears containing a list of all the menus and sub-menus of Members module which are displayed below: -
- Membership
- Members
- ID Cards
- Borrowers Cards
- Data Sheet for members
- Reports
- Customized Reports – Members
- Setup
- Member Type
- Department
- Course and Branch
- Academic Years
- Profiles
- HTML Setup
- Screen Setup
- Search
- Member Search
- Window
- Help
- Membership:
- Members:
How to enter the Memberdetails and view the records?
- With this screen you can maintain the member detailsaccording to the profile and member type.
- To open this screen click on Membershippull down menu and select the Members
submenu or use the keyboard shortcut Ctrl + M.
- A screen titledas Library Members appears for different Member Type like Staff, Student, Department, Member, Others and General.
- First selectthe Member Type and then select the Profile / Designation so as to view the previously entered records.
- You can also use the navigation buttons, to view the various records that come under the selected profileor you can enter Member Id and click on Inquire button to get the information for the particular member with the entered member id.
- You can add the recordsby entering the member id and other relevant detailsfollowed by clicking on the Add button.
- Changing some detailsand clicking on Modify button can modify any existing data.
- To change the member id or profilethen click on Modify MemberId/Profile button. A separate screen with Old member id, Old profile, New memberid, New profile etc. is displayed. Enter the New member id, specify Subscription and Expiry dates and then click on Modify to save the changes. You can also change the profile simultaneously by selecting the New Profile/ Designation.
Navigation buttonsare provided for multiple modifications. Now you are able to view the new member id for the old record.
- You can search for member details by clicking on Search button. The screen titled as Member Search appears where the Profile is displayed. Select the profile and enter name, course and branch to do the combination search,by clicking on Search button.
- Once the search is over, select the desiredrecord from the displayed list and click on the Return button to copy the details to the Library Members screen.
- Another important feature of this function is the promotion of members. Suppose the members like Students are promoted, that is, students have passed on to the next academic year. Then the member details should also change such as profile, class etc. To perform this action click on Promote button. You will get a Student Member Promotion screen wherein, you will be having two sections namely From and To. In the From section, you have to select the Course, Branch and Department so that the member records within that selected range will be listed under Roll No., Member Id and Name. Select the students who have been promoted and then select to which course and branch the promotion has been made. All the records can be promoted at the same time by clicking on the Select All button and then pressing on Promote button to promote the students. For promoting individual record click on the Promote button directly. The members who have been promoted will be displayed on the right side of the screen.
- Click on Close to close the screen and return to the Library Members screen.
- Load Picture option allows you to load picture from anyfile. Here, you can select the picture from its current location and then open it. It will be loaded in its place.
- A brief statistics of members, titled as Membership Statistics is displayed to help you in getting the information aboutTotal members, Active members, Membershipexpired, etc.
List of Common Buttons:
- CLEAR button allows you to clear the records from the currently viewing screen.
- ADD button allows you to add a record to the database.
- MODIFY button allows you to modify or change any record or fields accordingto your preferences.
- DELETE button allowsyou to delete a recordfrom the database.
- CLOSE button allows you to end the current operationand return back to the previous or main page.
- PRINT button allows you to view the print previewof a particular page or record. In this software you have an additional feature of printingit in three formats namely,Notepad, Excel and HTML.
- NEW button allows you to enter a new record.
- INQUIRE button gives you the option to view whether the particular record exists or not. If the record exists then it will display it or else a message appearsthat this record does not exist.
- FIND button allows you to find a particular record related to the enteredaccession number by directly going to the Search screen.
- ç And è buttons allows you to scroll throughthe Previous Record and Next Record respectively.
- |çAnd è| buttons allows you to go directlyto the First Record and Last Record respectively.
List of Keyboard Shortcuts for the buttons:
- Add è Alt + A
- Modify è Alt + M
- Delete è Alt + D
- Customize è Alt + U
- Clear è Alt + C
- Close è Alt + S
- Inquire è Alt + I
- Search è Alt + R
- Promote è Alt + P
- Load Picture è Alt + L
- Modify Member ID/ Profile è Alt + O
- ID Cards:
How to generateMember ID cards?
- This screen allows you to generate ID cards for the librarymembers based on various formats.
- To enablethis screen go to the Membership menu and select ID Cards submenu.
- In this screen,you are able to either generate cards for a particular member id range or generate cards for individual member id depending upon your requirement.
- Here, you will be having two frames in which the details have to be entered. In the first frame, you have to enter the range of member ids in From and To text box, for which you want to generate cards and then click any one of the different formats available. In the second frame, you have to enter the individual memberids for which you want to generate the card and then click on format of your choice.
- You are able to view the print preview in the respective formats. Only after you give the print option it will start the printing procedure.
List of Keyboard Shortcuts for the buttons:
- Clear è Alt + L
- Close è Alt + C
- Borrowers Cards:
How to generate Borrowers Cards?
- With this screen you are able to generate Borrowerscards for any member belongingto the library based on various formats.
- To open this screen click on the Borrowers Cards submenu present in the Membership
menu.
- This screen is similarto the ID cards screen where you have two frames, one having Generate Cards for Member ID range and the second having Generate Cards for Individual Member ID.
- The difference betweenthese two screensis that here you do not have any formats for printing the Borrowers cards. Only one format is present and that is set as default.
- After entering the member id in your desired frame press Ok button to get the print preview of the entered record. Click on the Print option if you want to take a print out.
List of Keyboard Shortcuts for the buttons:
- Clear è Alt + L
- Close è Alt + C
- OK è Alt + O
- OK è Alt + K
- Data Sheet for members:
How to performMass Updation of Member Details?
- This is one of the special featuresof this software where you can perform the mass updation of member details, eitherfor single, or for any numberof multiple records.
- To activate this screen, selectData Sheet for Memberssubmenu from the Membership
pull down menu.
- Enter the member id corresponding to single or multiple records in the respective fields and click on Ok button to view the list of all the records in this range.
- Select any particular record by a single left click of the mouse, to view the Member Details
on the top right hand corner of the screen.
- To perform mass update function,select any criteriafrom the Mass Update drop – down list box.
- Enter the data with which you want to update the entire records and press Ok to confirm your action. This will result in the updation of all the records present in the grid.
- Click on the Data Sheet button to view the entire details of the member in the notepad format, for either a single member id or the entire member id range.
- If you want to change the format or design your own notepad format then select the Edit Data Sheet Template button. Here, removethe comment sign (#) from the particular field that you want to add in the format.
- Import Data option allows you to importany data that have alreadybeen stored in some
“.txt” files.
- In the same way, you are able to import all the details of the members who have taken books from the library, by selecting the Import from Circulation button.
- To removea record from the displaylist click on the Remove from List button.
List of KeyboardShortcuts for the buttons:
- Data Sheet è Alt + D
- Edit Data Sheet Template è Alt + T
- OK è Alt + O
- OK è Alt + K
- Clear è Alt + E
- Close è Alt + C
- Import Data è Alt + I
- Import From Circulation è Alt + T
- Remove from List è Alt + R
- Reports:
- Customized Reports – Members:
How to get Customized Reportsof Members?
- This screen allows you to generate reports regarding the member detailsdepending on the various customized search criteria present in the screen.
- Point to Reports on menu bar and then click on Customized Reports-Members to open a screen titled as Customized Search Members.
- Here, you can search for member details, by giving one or more search criteria,along with the combination of Boolean functions such as AND/OR. This will help in searching the exact record that you are looking for.
- When you select a search criterion, the corresponding fields will be displayed adjacentto it and you have to select the desired record.
- For e.g., when you select two search criteria using AND in betweenthem, then the function will search for the member details that has both the search criteria satisfied. Where as in case of OR, it will search for either of the two criteria or both.
- Additional information like Register Number, Roll Number, Subscriptiondate and
Expiry date are providedat the end of the screen.
- After selecting the various criteria by which you want to search click on the Search button to go to another screen called Customized Search Results Memberswhere the resultsof the above search criteria will be displayed.
- You can sort the list as per the requirements, by selecting one of the required data from the
Sort Criteria.
- The total Number Of Records is displayed at the top of the screen.
- To view the previewreport of the searched membersjust click on Print button and select any one of the three formats namely, Notepad, HTML or Excel.
- Setup:
List of Keyboard Shortcuts for the buttons:
- Search è Alt + S
- Clear è Alt + L
- Close è Alt + C
All the submenus displayed below, have been explained in detail in the Setup and Security module under the Initial Setup Screens submenu. You may refer the document by going to the above submenu.
- Member Type
- Department
- Course and Branch
- Academic Years
- Profiles
- HTML Setup
- Screen Setup
- Search:
- Member Search:
How to search the detailsof a Member?
- Using this screen you are able to search for themember details based on the selected profile by specifying the first name, last name, roll number, register number, etc.
- Select the Search menu and click on the Member Search submenu to view this feature.
- To start the searchfunction, first you have to select the desired Profile from the list box.
- Enter the minimumdetails regarding First Name, Last Name, Course,Branch, Roll Number or Registration Number and press the Search button.
- If the entered search criteria exist then the entire list of matching records will be displayed along with the Member ID, Profile,First Name, Last Name, Course,Branch, Roll Number and Registration Number.
- If you find the desiredmember details then select the record by single click of the mouse and press the Return button. This will directly copy the details of the member into the Library Members screen.
List of KeyboardShortcuts for the buttons:
- Search è Alt + S
- Clear è Alt + E
- Close è Alt + C
- Return è Alt + R