Administration Scenarios

In addition to the public side of Summer Reader, there is also a administrative module that allows library staff and teen volunteers to complete various customer service actions during the program.

Familiarize Yourself with these Administration Functions:

• Record Search
• Registration
  • Individuals
  • Family
  • Groups
• Account Updates
• Reset Password
• Log Reading
• Update Customer Log
• Award Incentives
• Remove Awarded Incentives (Staff Only)
• Add Reviews
• Add Family Members
• Transfer Registration (Staff Only)
• Delete a Customer (Staff Only)
• Merge Customers into a Single Account (Outreach Only)
• Generate Reports (Staff Only)
• Summer Reader Icons

Test Your Knowledge:

1. Visit:  http://metrolibrarysr.evanced.info/pwlogin.asp and login with the demo adminstrative account
   • Username:  staff
   • Password: library
2. Locate the registration records you entered earlier in this training using the SEARCH ALL PROGRAMS and the ADVANCED SEARCH.
3. Reset a password.
4. Add a library card number (if not already entered).
5. Update a record with new or corrected information.
6. Log reading on a participant's behalf.
7. Add a book review on a participant's behalf.
8. TRANSFER one of your account registrations to another program (i.e. move a child registration to the teen program).
9. Post a REVIEW on your ADULT account regarding how you intend to protect a customer’s privacy/sensitive information when working with the back-end tools.  Think about how we protect a library cardholder’s information currently.

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