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The following are the Tips and Tricks available when you start ResourceMateŽ.

• Press F1 and take a look through the "How Do I" section

• 2.0 users, make sure you press F1 and look at the "Upgrading from 2.0 to 3.0" section

• All forms have a "How Do I" button in the top right corner.  Try it out.

• You can press F1 and get Help specific to the form you are on.

• At the bottom of each Help page you can click on "See the latest version of this page".  If you have an internet connection you will see the latest version from the ResourceMateŽ web site.

• When you are viewing a Help page and have clicked on "See the latest version of this page" you will see "Make a suggestion for this page".  Click and let us know what you had hoped to find.

• When you enter a new item, enter the isbn and then click on "ISBN Retrieval"

• To customize item entry click on Utilities, Field Settings, Item

• To customize patron entry click on Utilities, Field Settings, Patron

• Create a pdf from any report.  On the Report Previewer screen, click "Send Report to a File" and choose "Adobe PDF file"

• Send a report to your word processor.  On the Report Previewer screen, click "Send Report to a File" and choose "RTF file (word processor)"

• Easily move through all reports by clicking on Reports, Reports Gallery

• Group your favorite reports together.  In Reports, Reports Gallery right click on a favorite report and choose "Send to my favorites"

• See reports you have set as favorites.  In Reports, Reports Gallery click on "My Favorites"

• Seeing reports you will never use?  In Reports, Reports Gallery click on the report you won't use, click on Report Options, General, Hide this report.

• Need to see reports you hid?  In Reports, Reports Gallery right click on any report and choose "Show All Reports"

• While previewing a report you will see the report title at the top of the page.  Click on it and see a menu of all other reports.

• Want to change the logo on all reports?  Click on Utilities, Preferences, General Preferences, Reports, Logo

• Have you tried the Items tab in File, Items?  To learn about this powerful feature click on F1 then How do I's

• Did you know that when searching or selecting, you can now pick a number of resource types instead of just one.  Click on ... and choose the resource types you are interested in.

• Want to change the copy #?  In File, Items, click on the # button beside Copy# and choose "Change Copy #"

• Want to link two items together as multiple copies?  In File, Items, click on the # button beside Copy# and choose "Make a Multi copy"

• Want to see all multiple copies of an item?  In File, Items, click on the # button beside Copy# and choose "Show list of all copies of this item"

• Want to unlink two items as multiple copies?  In File, Items, click on the # button beside Copy# and choose "Clear Multicopy Info"

• 2.0 users, Difficulty level now accepts characters as well as numbers

• 2.0 users, Pages now accepts characters as well as numbers

• Double click on a web site address entered into WEB Site in File, Items to launch your browser, pointed to that web site address

• Print more than one copy of a card or label per item.  In File, Items, Library card Information, simply enter the number of cards or labels you require

• Quickly add subjects.  In File, Items, Subjects, add the subject then press the down arrow and begin adding the next subject

• Re-order your subjects.  In File, Items, Subjects click on the up or down arrow symbol on the right hand side to move the highlighted subject up or down in the list

• Add a book review to your information.  In File, Items, Notes, paste a book review from a web site or document

• ResourceMateŽ 3.0 allows for unlimited user defined fields.  Create your own in Utilities, User Defined Fields

• 2.0 users, Did you establish user defined fields that are now in File, Items, Additional?  Contact Jaywil Software to transfer your information.

• Establish an accession letter per resource type in File, Resource Types, Accession letter

• Enter a student # in File, Patrons

• Choose File, Switch to sample Data at any time to try new ideas on sample data.  Your live data will not be affected

• Backup on a regular basis to multiple sets of media.  Be sure to take a backup off-site from time to time.  Protect your investment

• Search within your search results.  Click on the down arrow in any of the search results columns and filter your search results

• Sort your search results by clicking on any column in the search results listing

• Go to the web site shown in your search results by double clicking on the web link

• Click on the Library card tab at the bottom of your search results to see the highlighted item in a library card format

• Circulation, Check out - click on "Multi Item Check Out" to accumulate and confirm check outs before applying them

• Circulation, Check out - click on "Automatically print receipt after check out" if preferred

• Circulation, Check out - click on the magnifying glass to perform a more extensive search for a patron or item

• Circulation, Check out - click on the green arrow to make a change to the patron or item displayed

• Circulation - use Check in if the patron has left the item in a returns box

• Circulation - use Check in by Patron if you know who the patron is that is returning the items

• Circulation, Check in - click on "Multi Item Check In" to accumulate and confirm check ins before applying them

• Circulation, Check in - click on the magnifying glass to perform a more extensive search for an item

• Circulation, Check in - click on the green arrow to make a change to the item or patron displayed

• Circulation, Check in by Patron - click on "Automatically print receipt after check in" if preferred

• Circulation, Check in by Patron - click on the magnifying glass to perform a more extensive search for a patron

• Circulation, Check in by Patron - click on the green arrow to make a change to the patron displayed

• Circulation, Check in by Patron - click in the Selected Column then click "Check in Selected Items"

• Circulation, Check in by Patron - click "Select All" then "Renew Selected Item(s)" to renew all items not checked in

• Circulation, Circulations - View all circulation at a glance

• Reports, Report Title/Header/Footer - create your own customized Title, Header or Footer to be used as needed on any report

• Use Utilities, Preferences to customize ResourceMateŽ to your liking

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