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All pages in the Surpass Cloud administration site have a sidebar you can access by clicking on the button in the upper-right corner of the page. The Resources View Page page's sidebar has a Settings tab that affects

The following features are in development or planned for future releases of Surpass Cloud. Considering for Future Development The following features are being considered for future development. Please let us know if any of these are a priority for you

under Resources : Reports , Patrons : Reports or Circulation : Reports there will now be an icon to the right of recent reports that will allow you to delete them before the 24 hours when an auto delete would occur. November 4

The Resources View page is where you search for, view, add, and edit library resources such as books, digial media, equipment, etc. How To Search for Resources Add New Resources Edit Resources Add and Edit Holdings Customize the Resource List

The Patrons View page is where you search for, view, add, and edit library patron records. Every user of Surpass Cloud, from patrons, to library staff, to administrators, has a patron record. How To Search for Patrons Add and Edit

Surpass Cloud offers multiple resources for assistance, ensuring you have the support you need when using the platform. Whether you need help with a specific page, want to explore new features, or need direct support, there are a variety of

Surpass will alert you when you attempt to check out to or hold items for patrons who have overdue resources or owe fines. You may also want to be alerted when the patron's spouse, child or other members of

All pages in the Surpass Cloud administration site have a sidebar you can access by clicking on the button in the upper-right corner of the page. The Patrons : View page's sidebar has a Settings tab that affects how

The Roles feature in Settings allows you to manage the roles that people play within your library and what they can and cannot do within Surpass Cloud. Every user of Surpass Cloud has a Patron record, including those who

The Regional Settings page allows you to configure Surpass Cloud to use the formats used in your region for dates, times, currency, measurements, etc. Click the pencil button to make changes. Note that these changes affect all Surpass Cloud

Surpass Cloud Self-Check is a self-service circulation station patrons use to check out, check in, renew, and check their account status without having to visit the circulation desk. The Self-Check Settings page allows you to configure how

The Holds to Process list resources that are now holding for patrons but have not yet been processed. Processing holds involves gathering the items, then using the Check In to "process" them. When you process a hold, you are

The following patron fields can be used in Custom Patron Reports and for selecting records for patron reports and export. Tag Name PNUM Number PALTID Alternate Id PNAMEC Name (Last, First) PNAME Full Name PLNAME Surname PFNAME Given Name PADDR

Use the search bar at the top of the Resources View Page page to search for resources. The list of resources matching your search appear in the Resource List . In most cases, it's a simple matter of entering

has already been notified. To prevent patrons from getting the same notice every day, it's usually best to select to send these only one or two days per week. All Finished? If you have selected to create notices

Resource records can contain links to external websites, documents, photos, videos, ebook content, etc. These links appear in the Basic view in the Surpass Cloud administration app and on the Links detail tab in Surpass Cloud OPAC. You can

Click the Resource button to check the status of a resource, including a list of resource holdings, and any holds. Select a Resource Select a resource by scanning a barcode, entering a barcode number, or searching by title. See

Email, text, or print messages to patrons. Sample Printed Notice Sample Email Notice Step 1 - Select or Create Notice Set The first step is to select which notice set to use. In the many cases, you'll have only

The Call Prefixes is a search-and-replace feature for call number prefixes. Call number prefixes are a word, abbreviation, or other series of letters that make up the first part of a call number or precede a standard Dewey