Supervisor settings

Supervisor Parameters

1. Launch the Amlib client
2. Go to Main > Supervisor > Installation – the Installation (DEFAULT) table will display
3. From the menu, select Installation > Choose Location – the Installation screen will display
4. Highlight your main location and then click the OK button
5. Select the Other tab
   
6. Scroll down and enter the following VDX POP3 settings:
   1. VDX Alert email level - None (N), Error (E), Success (S), Both - Error and Success (B)¹ – enter N, E, S or B
   2. VDX CC Email address for alerts² – for example: firstname.lastname@mylib.com
   3. VDX Email address for alerts³ – for example: firstname.lastname@mylib.com
   4. VDX POP3 server address⁴ – for example: myemailserver.com.au
   5. VDX POP3 server login⁵ –enter the POP3 Server login
   6. VDX POP3 server password⁶ – enter the POP3 server password
       

       Note: Please refer to the detailed notes overleaf before completing these settings.
      
      Important Information about Entering Your POP3 Settings:

      • When the VDX email data is processed by the Amlib VDX/ILL Email client from the nominated POP3 mailbox (see 5 and 6 below), it is possible for the Amlib client to generate a user alert email which is sent to selected library staff email addresses informing them that the incoming requests have been processed. This setting is used to determine when these user alerts are sent. The following choices are available: None (N), Error (E), Success (S), Both - Error and Success (B). If you intend to send out user alerts, then you will also need to configure your SMTP settings (see step 7).

      • The CC email address to be used for user alert emails to library staff (see 1 above). This is NOT the same as the POP3 account/email address that is being the used by VDX to send ILL request emails and (if used) it MUST be configured to use an entirely different email account/email address. If VDX Alert email level - None (N), Error (E), Success (S), Both - Error and Success (B) = N, then there is no need to enter a CC email address.

      • The primary email address to be used for user alert emails to library staff (see 1 above). This is NOT the same as the POP3 account/email address that is being the used by VDX to send ILL request emails and (if used) it MUST be configured to use an entirely different email account/email address. If VDX Alert email level - None (N), Error (E), Success (S), Both - Error and Success (B) = N, then there is no need to enter a primary email address.

      • The hostname or IP address of the mail server hosting the POP3 mailbox that has been set up to receive VDX emails for this location

      • The user login name for the POP3 mailbox that has been set up to receive VDX emails for this location, which will then be processed by the Amlib VDX/ILL Email client

      • The password for the POP3 mailbox that has been set up to receive VDX emails for this location, which will then be processed by the Amlib VDX/ILL Email client – a password is required

7. Scroll down and enter the following SMTP settings:
   
   Important Information about Entering Your SMTP Settings:

   • ​​​​​​​Your SMTP server settings are used to push user alert emails out of the Amlib client to library staff

   • If you do not intend to setup user alert emails for library staff (VDX Alert email level - None (N), Error (E), Success (S), Both - Error and Success (B) = N), then there is no need to configure your SMTP settings

   • If you already have your SMTP settings defined (for email notifications to users, etc) either on the DEFAULT screen or on the individual location screen, then there is no need to change them

     1. SMTP server name or IP address – for example: libraryserver.com.au
     2. SMTP sender email address – for example: library.staff@mylib.com
     3. SMTP server requires a login Y/N – for example: Y
     4. SMTP server login (only if required) – for example : serverlogin
     5. SMTP server password (only if required) – for example : serverpassword
8. Click the F3 Save button when complete
9. Exit and restart the Amlib client for changes to take effect

Enter Email Server Details for Individual Locations

Please Note: The VDX POP3 Email server settings should not be entered on the Installation (DEFAULT) screen as they are required to be entered against a specific location (even if you only have one circulating location). Libraries operating multiple circulating locations should simply repeat steps 2-9 above to enter the POP3 server and user alert email details for each circulating location.

Please Note: When communicating details of these email addresses to SLWA, please ensure that you specify which locations they are to be configured against.

Setup the VDX Location

A new location of VDX needs to be created as this will be the Permanent Location used by the temporary Stockitem records created for incoming the VDX ILL items.

1. Launch the Amlib client
2. Go to Main > Supervisor > Locations- the Locations screen will display
3. Click the F1 New button and enter a new location as below:
   1. Library Group Code – use the same Library Group Code as your main location
   2. Locn Code must be VDX
   3. Location Description can be whatever you choose – for example: VDX ILLS
4. Click the F3 Save button
   
5. Go to Menu > Supervisor > Installation – the Installation (DEFAULT) screen will display
6. From the menu, select Installation > Choose Location – the Installation screen will display:
   
7. Highlight the VDX location and click the OK button – the Installation (VDX) table will display:
   
8. Select the Other tab and enter the settings:
   • Location is Valid For Holdings: Y
   • Location is Valid for OPAC enquires: N
   • Location is Valid For Registration and Circulation: N
9. Click the F3 Save button when complete
10. Exit and restart the Amlib client for the new settings to take effect

Group Permissions

Sites that are employing Group Security will need to add extra Supervisor permissions. Non Super Groups will require these permissions to be able to select a processing location:

• View permission on another Group’s Parameters
• View permissions on another Group’s Locations
• Insert permission on another Group’s Items
• Hold permission on another Group’s Items
• Hold permission on another Group’s Borrowers

1. Launch the Amlib client
2. Go to Main > Supervisor > Locations – the Locations screen will display:
   
3. Select LibraryMenu > LibraryGroupPermits – the Library Group Permits screen will display:
   
4. Click the F1 New button to enter the above settings so the operator is able to process the VDX emails for all other locations
5. Click the F3 Save button when complete
6. Exit and restart the Amlib client for the new settings to take effect

Check Digit Setup

A 14-digit ILLS-related check digit code will need to be setup.

1. Launch the Amlib client
2. Go to Main > Supervisor > CheckDigits – the Check-digit Calculations screen will display:
   
3. Click the F1 New button – a new entry will appear in the table
4. Enter the following information to construct a 14-digit check barcode:
   1. (Item) (B)orr: I
   2. Leading Chars: ILLS
   3. Trailing Chars: ##########
      (Please Note: The above setting is composed of a string of 10 #.)
      
5. Click the F3 Save button – a prompt with the following message will display:
   A new OFFLINE.INI file has been created for use with Offline Issues, Offline Returns and Offline Stocktake.
   
6. Click the OK button
7. You will then see a barcode of 14 digits in length:
   ​​​​​​​
8. Exit and restart the Amlib client for the new settings to take effect