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Can
I upgrade from 2.0?
Absolutely!
Customers who have purchased ResourceMate® 2.0 in the past will
not need to purchase a full program of ResourceMate® 3.0. Although
the program has had substantial changes, we ensure that any data
you have placed in ResourceMate® 2.0 can be easily transferred
to your new 3.0 program.
All upgrades
are purchased from the equivalent 2.0 program, and if the Multi-User
version is required that is added on separately. Some examples are:
- To
go from ResourceMate® 2.0 Plus to 3.0 Plus - purchase our
"ResourceMate® 2.0 Plus to 3.0 Plus" Upgrade.
- To go
from ResourceMate® 2.0 Regular to 3.0 Regular - Multi-User
- purchase our "ResourceMate® 2.0 Regular to 3.0 Regular"
Upgrade and purchase our "ResourceMate® 3.0 Regular to
3.0 Regular - Multi-User" Upgrade.
- To go from ResourceMate®
2.0 Regular to 3.0 Plus - purchase our "ResourceMate®
2.0 Regular to 2.0 Plus" Upgrade and purchase our "ResourceMate®
2.0 Plus to 3.0 Plus" Upgrade.
To purchase 2.0 Upgrades
click here.
Does
my support continue on?
Yes, your 2.0 support
is automatically transferred into 3.0 support once you receive your
new ResourceMate® product. With the purchase of your 3.0 upgrade
you will receive an additional 3 months support for free!
What
are some of the changes from 2.0 to 3.0?
There
are many many exciting new changes in ResourceMate® 3.0:
- Completely
new up-to-date look and feel.
 Longer
fields (eg. Title is 200 characters, Sub-title 200 characters,
Series 100 characters).- You can change Resource
Type on an Item already entered and change copy number on an Item
already entered.
- Far easier searching
of items.
- Modify Items while
in search results grid.
- Easier
entry of multiple copies, and easier entry of a number of Items
in a series.
- Print multiple cards
or labels per Item (numeric entry instead of checkbox).
- Unlimited User Defined
fields.
- Quick
Fill fields - begin typing Author and remainder of their name
is filled in.
- Improved Import from
Internet - for Registered Users with support up-to-date - enter
individual ISBNs and 3.0 will instantly look to local table or
go to the Library of Congress (with Internet connection)
to find information about the individual Item. Everyone will always
be able to use the 2.0 traditional copy from the browser and click
on "Import from Internet".
- Automatically and
manually establish or clear multiple copies
- Pages,
Difficulty Level, and Bar Code Number accept character data. You
can also enter Accession letter as well as Accession number.
- Scrolling field by
field entry based on fields you want to enter in the order you
want to enter them (do all entry from one screen instead of moving
from tab to tab).
- Substitute labels
for ALL fields not just Title,
Sub-Title, Series, Author, 2nd Author, 3rd Author, Publisher,
Place of Publication, Date Published, # of Pages, and Subjects.
Substitute labels for all Patron fields as well!
- Easier report modification!
- Flow Report title,
author and subjects onto a second line if they will not fit in
the given space.
- Much safer resetting
of switches, easier to reset if new items have been entered since
last printing.
- Easier alignment
of cards and labels.
- Select a specific
group of items to print cards or labels for (not just those with
switches set).
- Supports more card
and label stock.
Does
an upgrade to ResourceMate® 3.0 overwrite ResourceMate®
2.0?
Absolutely
not. Although ResourceMate® 3.0 upgrades your capabilities,
it is really a whole new program. When you install the upgrade on
your computer it goes into a different folder and does not interfere
with ResourceMate® 2.0 at all.
What's
new in 3.0?
In addition to everything
that has been changed, we've added an incredible number of new features:
General
"How Do I" button in top right corner of every form
that will answer commonly asked questions specific to that form.- Tip of the Day.
- Change font name
and size for all screens, and change font name and size for all
reports.
Cataloging
- Additional fields
- Donated By, Donated Date, In Memory Of, Volume, Edition, Language,
Physical Description, Purchase Price (different than Replacement
Value), Source, Rating, Condition, ISSN, Large Print, Illustrator,
Editor,and Reading Program fields.
- Establish Authority
entries (Master Lists) that will not be deleted from the list
regardless of whether any Items have that value (eg. Category
list that librarian has established).
- Store URL (web address)
related to an item.
- Establish default
values for all Item fields.
- Establish any Item
field as a required field (eg. Category). Item cannot be saved
until a value has been entered.
- Patrons have an additional
Student Number field.
Circulation
- Check-out and Check-in
can be batched so user can confirm transactions before applying
them.
- All Circulation at
a glance - easily see Overdues. Sort by Patron, Item, or Due Date.
- Manually add to the
Waiting/Reserve List.
- Renew remaining Items
for a Patron.
Patron Search
(formerly Network Search Screen)
- Show listing as well
as Item details.
- Print the sea
 rch
results of one Item, selected Items, or all Items as either a
Listing or detailed Report.
- Establish additional
fields that can be searched.
- 2.0 allowed patrons
to search by Exact Phrase Starting With (=) or Exact Phrase Containing
(like), 3.0 allows patrons to search by these two options as well
as: All Words - Exact Word, All Words - Word Starting With, Any
Word - Exact Word, Any Word - Word Starting With, and
Keyword Searching.
- Fuzzy Searching
is included as well - lewis, c.s., lewis c s , lewis, c s will
all find Lewis,C.S.
- Plus version - See
/ See Also - searching will reference See / See Also that you
have established. Catalog cards can be printed if necessary. Establish
that users who search for "11th" can see
"eleventh" and those who search for "whales"
can see also "marine mammals."
- Boolean
logic for searches now includes "and not", "or
not."
Reports
- Many
new reports!
- Output reports
to pdf, rtf(Word), ascii, xls, bmp, jpg, tif, html.
- E-mail
reports to any e-mail address.
- E-mail Mail out reminder
to each individual, print pages for those without e-mail addresses.
Multi-Line Advanced
Search (Item & Patron Screens)
- See
multiple search criteria accumulated as you build your search.
- Save
complex searches for use later on.
Powerful Search
Results Grid
- An option to see your
Items and Patrons in a whole new way!
- Sorting by any column.
- You decide what columns
you see and in what order.Save
views and load views later on (changes to columns displayed, order
of columns, sort order, grouping, etc.).
- Group by any field
(eg. Resource Type, Category, Donated by, etc.).
What
has changed or been added to Plus?
Along
with
all the great features we've added to ResourceMate® Regular,
ResourceMate® Plus 3.0 comes with:
Items
 Unlimited
multi-media objects.- All default values,
required fields, User-Defined Fields are set up per Resource Type.
Patrons
- Patrons
can be grouped into families.
Search
Results Grid (Items & Patrons)
- Print
any grid view you have created.
- Export the current
grid to html, tab delimited text, comma delimited text, Excel
spreadsheet, xml web data.
Circulation
- Weekly
fine as well as daily fine.
- Circulation
Reports by family.
- Fines
now track details of fines, payments and adjustments.
Volunteer
Entry
- Much
more robust Volunteer Entry system. Main Librarian determines
what volunteers can add to (Resource Types, Categories, Subject
Headings, etc.).
- Volunteers
can enter Patron information which can be merged with existing
Patrons on main system.
MARC
Import / Export
- You
map which MARC fields go into which ResourceMate® fields.
3.0 will ship with a default mapping but you can establish where
your unique MARC information goes in ResourceMate®.
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