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A guide for new users

 
Welcome to OPALS
(OPen-source Automated Library System)
This user guide will help you become familiar with OPALS as an administrative user; importing Marc and User records, printing barcodes, and setting up circulation parameters.

The URL links that are published here are from the OPALS Internet help site. Help is also available from each OPALS page by clicking on the Question mark help.gif in the header bar of each page.

Your OPALS library is accessed via the Internet using an Internet browser. We recommend the Firefox open source browser, but Internet Explorer will also work quite well in most instances. Your library system is available from the URL that we provide in an email to the librarian with an administrative user name and password.

The Internet experience is enhanced by several programs freely available and quickly installed on your workstation. You probably already have the latest copy of these programs, but if not, the following links will give you the latest versions.
 

Practice on our Demo Site

NOTE: If you would like to use a demonstration system that has records and transactions to play with, go to the following link:


At the top right corner of the screen, just under the date (in blue) you will notice a link called login. Use this link to apply the username and password displayed below. You will have full rights except will not be able to change certain system setup preferences.

The login / password for the demo site is demo / opalsna

Records

If your OPALS Library is yet without any records, There are several options available to you.
You can import your own MARC files from your present library system if you have them. (You may need to export them from your present system first.) OPALS uses MARC21 records.

If you have never had an automated library system and need electronic (MARC)  records you can search the Internet for each of your holdings and import them into OPALS catalog easily yourself. Or you may wish to ask someone else to reconvert your data:

Are you importing MARC records from a Vendor diskette?
If you are importing records with no holdings, the system will place temporary barcodes in the data. You will then need to manually modify each holding with the new barcode numbers. Firefox is the only browser that will allow you to edit the records files. Internet Explorer does not support the editing feature of OPALS. Firefox is free and downloadable from:

 Barcodes

If you need preprinted barcodes, you may order them preprinted ($45 (US) per thousand from Mediaflex) .

If you wish to print Barcodes and spine labels after the items are entered into the database, you may do it via the OPALS Acquisitions report.

Users  / Patrons

Import Patrons from a Coma Separated ASCII file (xxx.CSV)

Setup Loan Categories

Setup User Types and Item types for circulation.
Item Types apply to each user type, e.g. the 'Student' user type can have different loan periods for a 'G' (General) item type than a 'Faculty' user type has for the same 'G' item type (a teacher can have a book longer than the student).

User Type (how many items allowed)

Check the Date and Holiday settings

The Library opening and closing dates must reflect the current school year. You may check them by choosing >Administration > Preferences >Closing Dates Editor from the OPALS main menu. At the top of the page you will see two calendar icons that can be used to set the First and Last Date of your school year.
    1. Use the calendar icons to set the dates then press the "New" button
    2. There is a table at the bottom of the screen to display the days that the library will be closed. After pressing the New button, the table which displayed the dates that the library is closed, becomes empty.
    3. If no "Library Closing Dates" are displaying in the table:
    4. Click the link called "Statutory Holiday Picklist"
    5. Select the dates that the library will be closed
    6. Press "Add"
Add Dates to holiday list
There are two ways to add dates that are not on the list.
    1. Selecting the icon in the "Dup" column of a chosen holiday will add a copy of the same holiday below and automaticly increment the date by one day. (This is a  good way to select Christmass and New Years holidays.)
    2. Use the "Add more Closing Dates" button for any other date you wish to add. 
      1. Add a description to the blank line
      2. Click on the calendar icon and select the date

 

Converting from another automated library system.

If you are presently using a system and must switch in the middle of the year,  we suggest that you return all books, as they come back, into the old system, but loan all items from the new. In a month or so, things will be mostly converted.

Once you are ready to finally switch to OPALS make a last check of the loans and overdue items on the previous library system, and print them out. You may check these items into OPALS using an override date so that they will be overdue tomorrow or any later date that you may choose.

More information about OPALS can be found on our website:


OPALS Users guide

Our toll free support line is : (877) 331-1022
Email support address : support(at)opals-na.org