# Surpass Cloud

> Knowledge base documentation for Surpass Cloud.

## v1

- [Introduction](https://docs.surpass.cloud/docs/introduction.md)
- [Migrating from Surpass for Windows](https://docs.surpass.cloud/docs/windows.md)
- [Resource Categories](https://docs.surpass.cloud/docs/circulation-categories.md)
- [Patron Types](https://docs.surpass.cloud/docs/patron-types.md)
- [Circulation Rules and Calendar](https://docs.surpass.cloud/docs/circulation-rules-and-calendar.md)
- [Barcodes](https://docs.surpass.cloud/docs/barcodes.md)
- [Security](https://docs.surpass.cloud/docs/security.md)
- [Style Manual](https://docs.surpass.cloud/docs/style-manual.md)
- [About MARC Records](https://docs.surpass.cloud/docs/about-marc-records.md)
- [Where to get Resource Records](https://docs.surpass.cloud/docs/where-to-get-resource-records.md)
- [Call Numbers](https://docs.surpass.cloud/docs/call-numbers.md)
- [DDC and Spine Labels](https://docs.surpass.cloud/docs/ddc-and-spine-labels.md)
- [DDC Breakdown](https://docs.surpass.cloud/docs/ddc-breakdown.md)
- [LCC and Spine Labels](https://docs.surpass.cloud/docs/lcc-breakdown.md)
- [LCC Breakdown](https://docs.surpass.cloud/docs/lcc-breakdown-1.md)
- [Genrefication](https://docs.surpass.cloud/docs/genrefication.md)
- [Adding Patron Records](https://docs.surpass.cloud/docs/adding-patron-records.md)
- [Patron Photos](https://docs.surpass.cloud/docs/patron-photos.md)
- [Glossary of Terms](https://docs.surpass.cloud/docs/glossary-of-terms.md)
- [Log In](https://docs.surpass.cloud/docs/log-in.md)
- [Getting Around](https://docs.surpass.cloud/docs/getting-around.md)
- [Notifications](https://docs.surpass.cloud/docs/notifications.md)
- [Help & Support menu](https://docs.surpass.cloud/docs/help-support-menu.md)
- [Adding and Editing Records](https://docs.surpass.cloud/docs/adding-and-editing-records.md)
- [Viewing and Printing Reports](https://docs.surpass.cloud/docs/viewing-and-printing-reports.md)
- [Selecting Records for Resource Reports](https://docs.surpass.cloud/docs/selecting-records-for-reports.md)
- [Special Resource Fields](https://docs.surpass.cloud/docs/special-resource-fields.md)
- [Selecting Records for Patron Reports](https://docs.surpass.cloud/docs/selecting-records-for-patron-reports.md)
- [Patron Fields](https://docs.surpass.cloud/docs/patron-fields.md)
- [Label and Card Stock](https://docs.surpass.cloud/docs/label-and-card-stock.md)
- [Receipt Printers](https://docs.surpass.cloud/docs/receipt-printers.md)
- [Dashboard](https://docs.surpass.cloud/docs/dashboard.md)
- [Resource List Options](https://docs.surpass.cloud/docs/resource-view-list.md)
- [Searching for Resources](https://docs.surpass.cloud/docs/resource-view-search.md)
- [Resources View Page](https://docs.surpass.cloud/docs/resource.md)
- [Adding and Editing Holdings](https://docs.surpass.cloud/docs/resource-view-holding.md)
- [Editing Resource Records](https://docs.surpass.cloud/docs/resource-view-edit.md)
- [Resource Form Editor](https://docs.surpass.cloud/docs/resource-view-edit-form.md)
- [Resource MARC Editor](https://docs.surpass.cloud/docs/resource-view-edit-marc.md)
- [Resource Custom Images Editor](https://docs.surpass.cloud/docs/resource-view-edit-image.md)
- [Adding New Resource Records](https://docs.surpass.cloud/docs/resource-view-add.md)
- [Equipment Cataloging Best Practices](https://docs.surpass.cloud/docs/equipment-cataloging-best-practices.md)
- [Resource Collections](https://docs.surpass.cloud/docs/resource-view-collection.md)
- [Re-Cataloging Resources](https://docs.surpass.cloud/docs/resource-view-recatalog.md)
- [Adding and Editing Links](https://docs.surpass.cloud/docs/resource-view-link.md)
- [Resource Sidebar Settings](https://docs.surpass.cloud/docs/resource-view-sidebar.md)
- [Resource Reports](https://docs.surpass.cloud/docs/resource-report.md)
- [Shelf List](https://docs.surpass.cloud/docs/resource-report-shelflist.md)
- [On Loan Report](https://docs.surpass.cloud/docs/resource-report-onloanreport.md)
- [Acquisition Report](https://docs.surpass.cloud/docs/resource-report-acquisition.md)
- [Added and Withdrawn Counts](https://docs.surpass.cloud/docs/resource-report-addedwithdrawncounts.md)
- [Dewey Divisions](https://docs.surpass.cloud/docs/resource-report-deweydivisons.md)
- [LC Call Number Divisions](https://docs.surpass.cloud/docs/resource-report-lccallnumberdivisions.md)
- [Category Count](https://docs.surpass.cloud/docs/resource-report-categorycountreport.md)
- [Status Count](https://docs.surpass.cloud/docs/resource-report-statuscount.md)
- [Field Count](https://docs.surpass.cloud/docs/resource-report-fieldcount.md)
- [Unused Barcodes](https://docs.surpass.cloud/docs/resource-report-unusedbarcode.md)
- [Age Analysis](https://docs.surpass.cloud/docs/resource-report-ageanalysis.md)
- [Weeding Report](https://docs.surpass.cloud/docs/resource-report-weedingreport.md)
- [Lost Resources](https://docs.surpass.cloud/docs/resource-report-lostreport.md)
- [Withdrawn Resources](https://docs.surpass.cloud/docs/resource-report-withdrawnresources.md)
- [Barcode Labels](https://docs.surpass.cloud/docs/resource-report-barcodelabels.md)
- [Pre-Print Barcode Labels](https://docs.surpass.cloud/docs/resource-report-prebarcodelabels.md)
- [Spine Labels](https://docs.surpass.cloud/docs/resource-report-spinelabels.md)
- [Combination Barcode & Spine Labels](https://docs.surpass.cloud/docs/resource-report-barcodespinelabels.md)
- [Accelerated Reader Labels](https://docs.surpass.cloud/docs/resource-report-acceleratedreaderlabels.md)
- [Reading Counts Labels](https://docs.surpass.cloud/docs/resource-report-readingcountslabels.md)
- [Fountas & Pinnell Labels](https://docs.surpass.cloud/docs/resource-report-fountaspinnelllabels.md)
- [Lexile Labels](https://docs.surpass.cloud/docs/resource-report-lexilelabels.md)
- [Custom Resource Reports](https://docs.surpass.cloud/docs/resource-report-resourcecustomreports.md)
- [Select a Custom Report](https://docs.surpass.cloud/docs/resource-report-custom-select.md)
- [Design Custom Report](https://docs.surpass.cloud/docs/resource-report-custom-design.md)
- [Select Records for Custom Report](https://docs.surpass.cloud/docs/resource-report-custom-select-records.md)
- [Importing MARC Records](https://docs.surpass.cloud/docs/resource-import.md)
- [Upload MARC File to Import](https://docs.surpass.cloud/docs/resource-import-upload.md)
- [Preview and Approve](https://docs.surpass.cloud/docs/resource-import-preview.md)
- [Import and View Reports](https://docs.surpass.cloud/docs/resource-import-report.md)
- [Resource Import Sidebar Settings](https://docs.surpass.cloud/docs/resource-import-sidebar.md)
- [Re-Importing Exported MARC Records](https://docs.surpass.cloud/docs/resource-import-re-import.md)
- [Exporting MARC Records](https://docs.surpass.cloud/docs/resource-export.md)
- [Quick Add](https://docs.surpass.cloud/docs/resource-quickadd.md)
- [Physical Inventory Process](https://docs.surpass.cloud/docs/physical-inventory.md)
- [Take Inventory](https://docs.surpass.cloud/docs/inv-take.md)
- [Viewing Missing Items and Declaring Lost](https://docs.surpass.cloud/docs/inv-missingitems.md)
- [Reset Physical Inventory](https://docs.surpass.cloud/docs/inv-reset.md)
- [Opticon Data Collectors](https://docs.surpass.cloud/docs/opticon-data-collectors.md)
- [Reading Program](https://docs.surpass.cloud/docs/resource-readingprogram.md)
- [Change Status](https://docs.surpass.cloud/docs/resourcebulk-status.md)
- [Add to Collection](https://docs.surpass.cloud/docs/resourcebulk-collection.md)
- [Change Call Number Prefixes](https://docs.surpass.cloud/docs/resourcebulk-callprefixes.md)
- [Change Category by Call Prefix](https://docs.surpass.cloud/docs/resourcebulk-categories.md)
- [Change Category by Barcode](https://docs.surpass.cloud/docs/resourcebulk-barcodes.md)
- [Sublocations](https://docs.surpass.cloud/docs/sublocations.md)
- [Patrons View Page](https://docs.surpass.cloud/docs/patron.md)
- [Searching for Patrons](https://docs.surpass.cloud/docs/patron-view-search.md)
- [Patron List Options](https://docs.surpass.cloud/docs/patron-view-list.md)
- [Adding and Editing Patron Records](https://docs.surpass.cloud/docs/patron-view-edit.md)
- [Patron Record Merging](https://docs.surpass.cloud/docs/patron-record-merging.md)
- [Sending a Welcome Email](https://docs.surpass.cloud/docs/patron-view-welcome.md)
- [Deleting Patron Records](https://docs.surpass.cloud/docs/deleting-patron-records.md)
- [Add and Edit Patron Photos](https://docs.surpass.cloud/docs/patron-view-photo.md)
- [Change Patron Passwords](https://docs.surpass.cloud/docs/patron-view-passwords.md)
- [Print Patron Record](https://docs.surpass.cloud/docs/patron-view-print.md)
- [Patron Groups](https://docs.surpass.cloud/docs/patron-view-group.md)
- [Patron Ledger](https://docs.surpass.cloud/docs/patron-view-ledger.md)
- [Patron Notes](https://docs.surpass.cloud/docs/patron-view-notes.md)
- [Patron Family](https://docs.surpass.cloud/docs/patron-view-family.md)
- [Restricted Resources](https://docs.surpass.cloud/docs/patron-view-restricted-resources.md)
- [Patron Edit Log](https://docs.surpass.cloud/docs/patron-view-log.md)
- [Patron Sidebar Settings](https://docs.surpass.cloud/docs/patron-view-sidebar.md)
- [Patron Reports](https://docs.surpass.cloud/docs/patron-report.md)
- [Overdue List](https://docs.surpass.cloud/docs/patron-report-overduelist.md)
- [Fines List](https://docs.surpass.cloud/docs/patron-report-fineslist.md)
- [Delinquent List](https://docs.surpass.cloud/docs/patron-report-delinquentlist.md)
- [Overdue Patrons List](https://docs.surpass.cloud/docs/patron-report-overduepatronslist.md)
- [Library Usage](https://docs.surpass.cloud/docs/patron-report-libraryusage.md)
- [Bounced Email and Text Messages](https://docs.surpass.cloud/docs/patron-report-bouncedmessages.md)
- [Notice Sets and Recent Paper Notices](https://docs.surpass.cloud/docs/patron-report-notice-set.md)
- [Reminders and Overdue Notices](https://docs.surpass.cloud/docs/patron-report-remindersoverduenotices.md)
- [Fines Notices](https://docs.surpass.cloud/docs/patron-report-finesnotices.md)
- [Delinquent Notices](https://docs.surpass.cloud/docs/patron-report-delinquentnotices.md)
- [Status Notices](https://docs.surpass.cloud/docs/patron-report-statusnotices.md)
- [Fines Statements](https://docs.surpass.cloud/docs/patron-report-finesstatementsnotices.md)
- [Holds Notices](https://docs.surpass.cloud/docs/patron-report-holdsnotices.md)
- [Custom Notices](https://docs.surpass.cloud/docs/patron-report-customnotices.md)
- [Welcome Notices](https://docs.surpass.cloud/docs/patron-report-welcomenotices.md)
- [Sending Notices by Text Message](https://docs.surpass.cloud/docs/patron-report-notice-text-message.md)
- [Library Cards](https://docs.surpass.cloud/docs/patron-report-librarycards.md)
- [Barcode Labels](https://docs.surpass.cloud/docs/patron-report-patronbarcodelabels.md)
- [Generic Labels](https://docs.surpass.cloud/docs/patron-report-genericlabels.md)
- [Custom Patron Reports](https://docs.surpass.cloud/docs/patron-report-custom.md)
- [Select a Custom Patron Report](https://docs.surpass.cloud/docs/report-custom-select.md)
- [Design Custom Patron Report](https://docs.surpass.cloud/docs/patron-report-custom-design.md)
- [Select Records for Custom Patron Reports](https://docs.surpass.cloud/docs/patron-report-custom-select-records.md)
- [Importing Patron Records](https://docs.surpass.cloud/docs/patron-import-patrons.md)
- [Importing Patron Photos](https://docs.surpass.cloud/docs/patron-import-photos.md)
- [Surpass Patron Record Import Format](https://docs.surpass.cloud/docs/surpass-patron-record-import-format.md)
- [Automating Patron Import](https://docs.surpass.cloud/docs/patron-import-automate.md)
- [Exporting Patron Records](https://docs.surpass.cloud/docs/patron-export.md)
- [Accounts](https://docs.surpass.cloud/docs/accounts.md)
- [Local Addresses](https://docs.surpass.cloud/docs/local-addresses.md)
- [Overview](https://docs.surpass.cloud/docs/circulation.md)
- [Selecting a Patron](https://docs.surpass.cloud/docs/circulation-patron-select.md)
- [Selecting a Resource](https://docs.surpass.cloud/docs/circulation-resource-select.md)
- [Check Out](https://docs.surpass.cloud/docs/circulation-out.md)
- [Check In](https://docs.surpass.cloud/docs/circulation-in.md)
- [Renew](https://docs.surpass.cloud/docs/circulation-renew.md)
- [Hold](https://docs.surpass.cloud/docs/circulation-hold.md)
- [Patron Status](https://docs.surpass.cloud/docs/circulation-patron.md)
- [Resource Status](https://docs.surpass.cloud/docs/circulation-resource.md)
- [Class Circulation](https://docs.surpass.cloud/docs/circulation-class.md)
- [In-Library](https://docs.surpass.cloud/docs/circulation-in-library.md)
- [Log](https://docs.surpass.cloud/docs/circulation-log.md)
- [Lost & Found](https://docs.surpass.cloud/docs/circulation-lost.md)
- [Receipts](https://docs.surpass.cloud/docs/circulation-receipt.md)
- [Circulation Sidebar Settings](https://docs.surpass.cloud/docs/circulation-sidebar.md)
- [About Holds](https://docs.surpass.cloud/docs/about-holds.md)
- [Adding Resources at Check Out](https://docs.surpass.cloud/docs/circulation-out-add.md)
- [Circulation Reports](https://docs.surpass.cloud/docs/circ-report.md)
- [Daily Summary](https://docs.surpass.cloud/docs/circ-report-dailysummary.md)
- [Multi-Day Statistics](https://docs.surpass.cloud/docs/circ-report-multidaystatistics.md)
- [Renewal Analysis](https://docs.surpass.cloud/docs/circ-report-renewalanalysis.md)
- [Circulation Analysis](https://docs.surpass.cloud/docs/circ-report-circulationanalysis.md)
- [Circulation Counts](https://docs.surpass.cloud/docs/circ-report-circcount.md)
- [Library Usage by Patron Type](https://docs.surpass.cloud/docs/circ-report-libraryusagebypatrontype.md)
- [Holds to Process](https://docs.surpass.cloud/docs/circ-report-holdstoprocess.md)
- [Holds Ready for Pickup](https://docs.surpass.cloud/docs/circ-report-holdsreadyforpickup.md)
- [Picking List](https://docs.surpass.cloud/docs/circ-report-pickinglist.md)
- [Holds Analysis](https://docs.surpass.cloud/docs/circ-report-holdsanalysis.md)
- [Holds Status](https://docs.surpass.cloud/docs/circ-report-holdsstatus.md)
- [Hold Slips](https://docs.surpass.cloud/docs/circ-report-holdslips.md)
- [Cancel Holds](https://docs.surpass.cloud/docs/circulationbulk-cancelholds.md)
- [Analytics](https://docs.surpass.cloud/docs/opac-report-analytics.md)
- [Community Impact](https://docs.surpass.cloud/docs/impact-report-community.md)
- [Education Impact](https://docs.surpass.cloud/docs/impact-report-education.md)
- [Library Health](https://docs.surpass.cloud/docs/impact-report-library.md)
- [Collection Effectiveness](https://docs.surpass.cloud/docs/impact-report-collection.md)
- [Patron Engagement](https://docs.surpass.cloud/docs/impact-report-engagement.md)
- [Settings](https://docs.surpass.cloud/docs/setting.md)
- [General](https://docs.surpass.cloud/docs/setting-resource-general.md)
- [Cataloging Sources](https://docs.surpass.cloud/docs/setting-resource-catalogingsource.md)
- [Categories](https://docs.surpass.cloud/docs/setting-resource-category.md)
- [Collections](https://docs.surpass.cloud/docs/setting-resource-collection.md)
- [Status](https://docs.surpass.cloud/docs/setting-resource-status.md)
- [Condition Classifications](https://docs.surpass.cloud/docs/setting-resource-condition.md)
- [Damage Classifications](https://docs.surpass.cloud/docs/setting-resource-damage.md)
- [Templates](https://docs.surpass.cloud/docs/setting-resource-template.md)
- [MARC Fields](https://docs.surpass.cloud/docs/setting-resource-marc.md)
- [Reserved Barcodes](https://docs.surpass.cloud/docs/setting-resource-reservedbarcode.md)
- [General](https://docs.surpass.cloud/docs/setting-patron-general.md)
- [Types](https://docs.surpass.cloud/docs/setting-patron-type.md)
- [Custom Fields](https://docs.surpass.cloud/docs/setting-patron-field.md)
- [Notices](https://docs.surpass.cloud/docs/setting-patron-notice.md)
- [Text Messaging](https://docs.surpass.cloud/docs/setting-patron-sms.md)
- [Groups](https://docs.surpass.cloud/docs/setting-patron-group.md)
- [OneRoster](https://docs.surpass.cloud/docs/setting-patron-oneroster.md)
- [General](https://docs.surpass.cloud/docs/setting-circulation-general.md)
- [Rules](https://docs.surpass.cloud/docs/setting-circulation-rule.md)
- [Calendar](https://docs.surpass.cloud/docs/setting-circulation-calendar.md)
- [Final Due Dates](https://docs.surpass.cloud/docs/setting-circulation-finaldue.md)
- [Family Rules](https://docs.surpass.cloud/docs/setting-circulation-family.md)
- [Self-Check](https://docs.surpass.cloud/docs/setting-circulation-selfcheck.md)
- [Receipts](https://docs.surpass.cloud/docs/setting-circulation-receipt.md)
- [SIP Service](https://docs.surpass.cloud/docs/setting-circulation-sip.md)
- [General](https://docs.surpass.cloud/docs/setting-opac-general.md)
- [Awards & Honors](https://docs.surpass.cloud/docs/setting-opac-award.md)
- [Review Categories](https://docs.surpass.cloud/docs/setting-opac-reviewcategory.md)
- [General](https://docs.surpass.cloud/docs/setting-security-general.md)
- [Roles](https://docs.surpass.cloud/docs/setting-security-role.md)
- [API Keys](https://docs.surpass.cloud/docs/setting-security-apikey.md)
- [Regional Settings](https://docs.surpass.cloud/docs/setting-general-regionalsettings.md)
- [Customizing the Home Page and Theme](https://docs.surpass.cloud/docs/opac-home-customize.md)
- [OPAC Widgets](https://docs.surpass.cloud/docs/opac-widgets.md)
- [Explore](https://docs.surpass.cloud/docs/opac-explore.md)
- [Resource Lists](https://docs.surpass.cloud/docs/opac-resource-lists.md)
- [News and Bulletins](https://docs.surpass.cloud/docs/opac-news-bulletin.md)
- [Reviews](https://docs.surpass.cloud/docs/opac-news-review.md)
- [Self-Check Introduction](https://docs.surpass.cloud/docs/self-check-intro.md)
- [Plan Your Self-Check Station](https://docs.surpass.cloud/docs/self-check-station.md)
- [Starting Self-Check](https://docs.surpass.cloud/docs/starting-self-check.md)
- [Self-Check Administration](https://docs.surpass.cloud/docs/self-check-admin.md)
- [Self-Check Themes](https://docs.surpass.cloud/docs/self-check-theme.md)
- [Library Sidekick](https://docs.surpass.cloud/docs/library-sidekick-overview.md)
- [Installing Library Sidekick](https://docs.surpass.cloud/docs/installing-library-sidekick.md)
- [Using Library Sidekick](https://docs.surpass.cloud/docs/using-library-sidekick.md)
- [EBSCO NoveList](https://docs.surpass.cloud/docs/ebsco-novelist.md)
- [Frequently Asked Questions](https://docs.surpass.cloud/docs/faq.md)
- [Email Delivery](https://docs.surpass.cloud/docs/email-delivery.md)
- [Handling Snow Days and Other Unexpected Closures](https://docs.surpass.cloud/docs/kb-circ-closed.md)
- [Embed an OPAC Search Form on Your Library's Website](https://docs.surpass.cloud/docs/embed-search-form.md)
- [JSPMBlacklist](https://docs.surpass.cloud/docs/jspmblacklist.md)
- [General Usage Videos](https://docs.surpass.cloud/docs/videos.md)
- [Resources Videos](https://docs.surpass.cloud/docs/resources-videos.md)
- [Patrons Videos](https://docs.surpass.cloud/docs/patrons-videos.md)
- [Settings Videos](https://docs.surpass.cloud/docs/settings-videos.md)
- [OPAC Videos](https://docs.surpass.cloud/docs/opac-videos.md)
- [Circulation Videos](https://docs.surpass.cloud/docs/circulation-videos.md)
- [Self-Check Videos](https://docs.surpass.cloud/docs/self-check-videos.md)
- [What's New](https://docs.surpass.cloud/docs/what-is-new.md)
- [Development Roadmap](https://docs.surpass.cloud/docs/development-roadmap.md)
- [Subscription Features](https://docs.surpass.cloud/docs/subscription-features.md)
- [Terms, Conditions, and Privacy Policy](https://docs.surpass.cloud/docs/terms-conditions-and-privacy-policy.md)
- [Domains to Whitelist](https://docs.surpass.cloud/docs/domains-to-whitelist.md)
- [Default Settings](https://docs.surpass.cloud/docs/default-settings.md)
- [Trademarks, Copyrights, and Credits](https://docs.surpass.cloud/docs/trademarks-copyrights-and-credits.md)