Library Module Workflow

The Library module supports a connected workflow beginning with book registration and continuing through inventory management, borrowing, returning, and reporting. 

Book Registration Workflow 

The general process for registering a library book is: 

1. Open the Library module.  

2. Select Books Management.  

3. Select Add New Book.  

4. Enter the Book Title.  

5. Enter the Author.  

6. Enter the Publisher.  

7. Enter the ISBN.  

8. Select the Book Category.  

9. Select the Subject.  

10. Review the information entered.  

11. Select Add to save the book record.  

Library Inventory Workflow 

The general process for adding a physical copy to the library is: 

1. Open the Library module.  

2. Select Library Inventory.  

3. Select Add Book to Library.  

4. Search for the registered book.  

5. Select the required book.  

6. Select the Library Location.  

7. Enter or scan the Barcode.  

8. Review the information entered.  

9. Select Add to save the inventory record.  

The physical copy is then available within the Inventory Records section. 

Shelf Management Workflow 

The general process for creating a shelf location is: 

1. Open the Library module.  

2. Select Library Shelves.  

3. Select Add New Shelf.  

4. Enter the Book Shelf Name.  

5. Enter the Description.  

6. Select Add to save the shelf.  

The newly created shelf can then be selected when assigning a physical book copy to a library location. 

Book Category Workflow 

The general process for creating a book category is: 

1. Open the Library module.  

2. Select Book Categories.  

3. Select Add New Book Category.  

4. Enter the Book Category.  

5. Select Add to save the category.  

The category can then be selected when creating or managing a library book. 

Borrowing Workflow 

The general process for borrowing a book is: 

1. Open the Library module.  

2. Select Borrowed Books.  

3. Select Borrow a Book.  

4. Search for the required book.  

5. Select the appropriate book details.  

6. Search for the library member.  

7. Select the appropriate member.  

8. Enter the Number of Days.  

9. Review the borrowing information.  

10. Select Borrow a Book.  

The borrowing transaction is then added to the Borrowing Records. 

Book Return Workflow 

The general return process is: 

1. Open Borrowed Books.  

2. Locate the borrowing record using the search field or status filters.  

3. Identify the borrowed book and member.  

4. Process the return of the book.  

5. Confirm that the Actual Return date has been recorded.  

6. Verify that the transaction is reflected under the Returned status.  

Books that remain outstanding can be monitored through the Not Returned filter. 

Barcode Generation Workflow 

The general process for generating barcodes is: 

1. Open the Library module.  

2. Select Barcode Generator.  

3. Enter the required Prefix.  

4. Enter an optional Suffix.  

5. Enter the Start Point.  

6. Enter the End Point.  

7. Select Generate Barcodes.  

8. Review the generated barcodes.  

9. Select Export to PDF when a printable barcode document is required.  

Library Reporting Workflow 

The general reporting process is: 

1. Open the Library module.  

2. Select Library Inventory Reports.  

3. Select the required report.  

4. Allow the report to generate.  

5. Review the displayed information.  

6. Use the available report options where required.  

The available report types include: 

• Inventory Report  
• Borrowed Books  
• Missing Books