Title

Steps

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eBooks

Catalog eReaders

Add eReaders to your available catalog by following the steps below:

1. Go to the Items module.
2. Select the Titles tab at the top of the window.
3. In the bottom left of the Item Records List pane, click Add Title.
4. In the Title field of the SmartMARC Title Assistant window, enter a title for the eReader(s) (e.g. “Kindle Reader Group 1”) and click Search.
5. Because you're creating a new eReader record, you shouldn't find any real results for your title. Click Enter Manually.
6. On the right side of the Publication tab, enter an item Call Number.
   
   1. For example, you might want your call number to be “KRG 1” (short for “Kindle Reader Group 1”).
7. From the Policy dropdown menu, select the Policy that you previously established to use with your eReaders.
8. Go to the Notes tab, and then double-click Content Note (or select Content Note and click Edit at the bottom of the pane).
9. Enter the the title of each eBook that is loaded on that eReader, separated by a “--” (minus the quotation marks).
10. Click OK.
11. Now click Save in the upper-right corner of the Items screen.
12. When asked if you'd like to add some copies, click Yes. Now you should be in Copies.
13. In the Information tab, adjust the barcode number(s), if you don't want to use those that Alexandria provides.
14. Next, we recommend that you include the Copy ID as part of the copy's Call # (e.g. “KRG 1-1”, “KRG 1-2”, etc.).
15. In the Notes tab, enter your eReader policies and procedures in the Alert Notes field.
16. When you're done, click Save in the upper-right corner of the window.
17. With the Copies tab still selected at the top of your screen, go to the Actions menu and select Duplicate Copy.
18. Make sure the Beginning barcode is what you want it to be. By default, the number is based on the value you provided in Preferences > Items > Item Defaults > Next Barcode.
19. Next, enter the number of copies you'd like to add to this title record, then click Duplicate.
20. When it's done, click OK on the Operation Complete dialog.

That's it!

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Check In an eReader

Checking in an e-Reader is the same as returning any other item:

1. Go to Circulation.
2. Select Bookdrop (B) mode from the Command Line dropdown menu.
3. Scan the eReader's barcode.
4. If any alert notes created when the eReader was first cataloged, they'll remind you of your library's Check Out and Bookdrop polices and procedures.
   
   

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Place an eBook on Hold

Your patrons can search for eBooks by title:

1. Have your patron log in to Researcher.
2. Search for an eBook using the Title or Subject filters.
3. Locate the book in your search results.
   1. In the example shown below, you can see that it's an eBook because it's availability says “ONLINE” and the cover art depicting a dog-eared left corner revealing the Capstone Interactive logo.
4. Click on the blue title (e.g. Air) to open the Item Details.
5. If you created a subject heading for this eBook, click on the associated eReader group listed in the Subjects section. This will cause the eReader record you created to open and allow the patron to Place Hold on one of the eReaders belonging to that “group”.

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Gather eBook Usage Statistics

1. Go to the Circulation module.
2. In the Command Line, type “Y” followed by an optional override date or usage count, and then press <enter>.
3. Ask your patron which title on the eReader they want to read.
4. Scan the barcode number associated with that eBook title to add a usage statistic on that eBook in your Copy Barcode Labels report.
5. To exit Statistics mode, type a period (.) and press <enter>.

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Import eBooks

Set Preferences

Enable Capstone Interactive:

1. Go to Tools > Preferences > Extras.
2. Select Capstone Interactive from the list on the left.
3. On the Preferences and Tools tab to the right, check the Enable Capstone Interactive box, and make sure you have a valid Vendor URL.
4. If you made any changes, click Save.
5. Click Show All in the top left corner of your window to return to Preferences.
   
6. Next, go to Preferences > Policies.
7. You should already have an eBook Item Policy. However, if you don't (or you would like to modify it), you can do so here.
   1. Read Item Policies to find out how to add or modify item policies.
   2. As a general rule, eBook policies should have No Loan Period and allow no holds, reservations, or fine amounts.
8. If you made any changes, click Save.

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Download Microlift Records

1. Visit our website (www.goalexandria.com) and click on the Capstone Interactive library offer.
2. This will forward you to the Capstone Interactive Books Download page, with a contact form for you to fill out.
3. When you are done providing your name and contact information, click the Submit button at the bottom of the form.
4. Afterward, a new page will appear, allowing you to download a Microlif file containing MARC records and twenty-four Capstone Interactive Library Book Covers.
5. Click first on the Microlif File link and guide your default browser to the location where you would like to have the Microlif.001 file saved.
6. Next, click on the 24 Capstone Interactive Library Book Covers link and guide your default browser to the location where you would like to have the CILcovers.zip file saved.

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Import Item Records

1. Go to Tools > Import.
2. In the Import Categories pane, select Items.
3. Next, in the Import Selection pane, click Choose File to open a standard operating system / browser explorer window; use this to guide Alexandria to the location where you had the Microlif.001 file saved.
4. In the item import Options tab, select eBook from the Item Policy drop-down menu.
5. Next, in the item import Settings tab, from the Import Settings section, select Import Titles Only.
   If you don't perform this step then, during import, all of your eBooks will receive a copy that doesn't really exist. Also, your eBooks will appear as any other standard item would in your search results, lacking the “ONLINE” classification.
6. Click Run at the bottom of the Import interface to queue the selected import in the Operations Management interface.
7. If you like, you can now open Operations Management and close the Import interface.

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Access Your eBooks

1. Go to Researcher > Search or Explore.
2. In the Search field, type the exact name of one of your Capstone Interactive Library titles (e.g. “The Moon”).
3. Click the Title icon to perform your search.
4. If a matching title is available, the requested eBook should appear in your Researcher's search Results (note the “ONLINE” status):
   IMAGE
5. Double-click on the eBook in the Results to open the Details window.
6. Next, click on the large Capstone Interactive graphic to begin reading.
7. Your internet browser will open the eBook in a new browser window.
8. If, for some reason, your eBook doesn't appear, make sure that your firewall is configured to allow access to the URLs in question and that you don't have browser-integrated popup blocking inadvertently closing your eBooks.

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