All resources are categorized or tagged with with three fixed tags: Media Type (type of resource); Site (geographic or virtual/digital location); and Section (sub-location within a Site). Each resource also has a Status (On shelf, On loan, Lost, etc.) that changes dynamically as the resource is processed through different scenarios. The name of each category may be edited. New categories can be created and some categories may be merged together or removed.


Media Types


Infiniti reserved media type display in italic font. Their name can be changed but they will always display in italic font. Reserved media type are used for automatic background processing in some areas. Media types allow resources to be categorised based on the format of the resource. This information can be useful for patrons searching for resources in a specific format. Common media types:

  1. Physical resources may include; book, kit, audio disk (audio media on a disk), video disk (a physical disk containing one or more videos).
  2. Digital resources include; digital video file (a digital video in its own right), audio file, ebook, PDF, website, document, image, Youtube, etc.
Tip: If a resource can have a physical barcode label attached to it then it is a physical resource, if it can't have a barcode label attached to it then it is a digital resource.


Infiniti has some reserved system media types for specific functionality and identifies these by displaying their name in italics. There are no rules governing the number of media types you may define and use, but good practice would be to have between 15 and 30 different media types. Note: Core or reserved system Media Types, and Digital section may not be merged or deleted and will be greyed out for these functions.


Physical Media
Digital Media
Audio diskAudio file
Bookebook
PeriodicaleAudiobook
Resource Boxebinder
Text BookFile
Video diskImage

PDF

Video file

Vimeo

Website

Youtube


Infiniti Media types consist of reserved media types and locally defined media types which schools have chosen to add. These may be non-digital or digital media types.


Managing Media Types


Go to: Configure > Library > Media Types 

  1. Adda media type.
  2. Select a suitable Icon to represent this media type.
  3. Provide a short descriptive Name for the media type.
  4. Set Digital Media Type switch to- if this is physical media, e.g., book, poster, kit, DVD, or similar. Tip: If it is possible to handle/touch this media then it is physical media.
  5. Set Digital Media Type switch to- if this is digital media, e.g., image, PDF document, video file, audio file, podcast, website, or similar. Tip: If it is not possible to handle/touch this media then it is digital media. Note: You can optionally provide suitable text for mouse over Link Label instructions displayed for OPAC patrons advising how to access or open this digital media, e.g., Watch video, or Listen to podcast, or View image, or Read PDF. If you do not provide suitable text the default Click to link will display. If you edit this text at a future time the new text will not apply retrospectively. A digital media type is delivered directly to the patron's device when they click on it. 
  6. Set Asset switch to- if this is resource is an asset. Note: Assets are physical resources that have a serial number and possibly a separate asset tag  and include resources like cameras, laptops, eBook readers.
  7. Edit anexisting Media type name.  The change will be immediately reflected in all Bib records with that Media type.
  8. Mergeone media type into another. Note: This action is not reversible and is only available for locally defined media types and not system Media types.  


Managing Sites

Sites, sometimes called libraries, are the identifiable physical locations where physical resources are stored, or a virtual digital "location" where digital resources are stored. Sites are either:
  • Geographical, e.g., located in a physical building or a classroom or, 
  • Digital, e.g., located in a virtual storage space.

Sites can be open and searchable to the general school community or restricted to a subset of the school community. Resources in a specific site that may not be available to all patrons, i.e., sites can be used for first level security. Patrons granted access to a site will be able to locate all resources stored in that site. If the site is a Geographical site, then the patron will be able to find resources stored in that site and may be able to borrow them if they have Circulation Rights defined for the sub-section/s of the site.

 

If patrons have access to a Digital site, and they also have access to the digital section via defined Circulation Rights, they will be able to find digital resources and immediately open them online on their device. Digital sites are usually setup for different audiences so patron groups will only see the digital resources suitable for their age level.

 

There are no rules governing the number of sites you may define and use. The number of sites will generally be influenced by the size of your school and physical and digital resource collections. As a guide a small school will have at least one digital site and one physical site, while a large school could have to between 3 and 9 different sites in a K12 school.

 

Some geographical site examples might be:

  • Library - a single room used to store physical resources for the entire school
  • Junior Library - a room used to store physical resources for the junior school
  • Senior Library - a room used to store physical resources for the senior school
  • English Department - a set of shelves used to store physical resources for the English Department teachers 
  • Year 7A Classroom - the year 7A classroom

Some digital site examples might be:
  • Digital General Library - a storage space used to store digital files for use by all students and teachers
  • Digital Junior Library - a storage space used to store digital files for use by junior students
  • Digital Senior Library - a storage space used to store digital files for use by senior students
  • Digital Teacher Library - a storage space used to store digital files for use by teachers.

Go to: Configure > Library > Sites
  1. Add a site:
    1. Provide a short descriptive Name. Tip: Best practice is to include the word digital in the name of virtual or digital sites.
    2. Set Purpose to:
      1. General if this is a geographical library site. Tip: If it is a bricks and mortar location then the site is a physical site.

      2. Text Book Hire if this is a site for managing class sets of books. Tip: If it is storage space on a computer storage facility then the site is a digital site.

    3. Nominate what the site Contains:

      1. Physical Resources - resources that are barcoded. Note: Text Book Hire resources are always Physical.

      2. Digital Resources - resources that cannot be barcoded.

      3. Either - physical or digital resources.

    4. .
  2. Retrieve and review the resources in a specific site:
    1. Click the {titles count} associated with the site to navigate to Reports > Catalogue > Resources for this site. Note: The {title count} represents the number of copies or holdings of the resources in the site.
  3. Edita Site name. The change will be immediately reflected in all copy records in the Site.
  4. Mergeone site into another. Note: This action is not reversible.
  5. Deleteempty sites.
  6. Drop down to grant access to a Site for selected Academic Levels and Library Groups.

Note: Access to new Sites for groups of patrons is provided by step 6 above, or....

      
Go to Configure > Access control > Academic levels  > drop down  beside each Academic level and click the new Site
Go to Configure > Access control > Library groups  > drop down  beside each Library Group and click  the new Site.
          
Managing Sections
   

Sections are collections within a site. Sections can be:

  • Categorical, e.g., Fiction, Non-fiction, Teacher Reference, Genre
  • Durational (used mainly for assets or Textbooks), e.g., Short term loan, Long term loan, or
  • Digital - ALL digital resources are auto placed by Infiniti into the Digital Section as part of cataloguing a Digital Media type.

Resources may be placed in a section that may not be available to all patrons, i.e., sections can be used for a second level of restricted access. Access to sections is provided by setting up Circulation Rights for groups of patrons and a section or groups of sections. 

There are no rules governing the number of sections you may define and use and the number of sections may be influenced by the size of your school and physical collections of resources. As a guide you will have only one system digital section and could have multiple physical sections based on the collections of resources and assets required in your catalogue.

Create A New Section

Go to: Configure > Library > Sections 
  1. Click
    1. Provide a short descriptive Name.
    2. Set Reservable. Note: Default setting is reservable, change only for sections on which you do not want patrons to be able to place reservations.
    3. .

Note:  Access to new sections is provided by setting up Circulation Rights for groups of patrons and a section or groups of sections.


Add the new section to the relevant circulation right in Configure > Access control > Circulation rights > drop down the Circulation Right/s and clickthe new section.

Review A Section


Go to: Configure > Library > Sections


Click the {titles count} associated with the section to navigate to Reports > Catalogue > Resources for this section. Note: The {title count} represents the number of copies or holdings of the resource in the section.

  1. Switcha section to prevent it from being included in OPAC search results.
  2. Edita Section name. The change will be immediately reflected in all copy records in the Section.
  3. Mergeone section into another. Note: This action is not reversible.
  4. Deleteempty sections except for the system Digital section.


Set Sections As Non-reservable


You can configure a sections as non-reservable to prevent patrons from placing reservations on resources in the section.


Go to: Configure > Library > Sections

  1. Edita section name.
  2. SwitchReservable.
  3. .
 
Managing Statuses


Infiniti reserved statuses display in italic font. Their name can be changed but they will always display in italic font. Reserved statuses are used for automatic background processing in some areas. Statuses represent the state of find ability or availability of resources and generally change dynamically as the state of the resource changes, e.g., from On Shelf to On Loan, or from On Line to Off Line. While some statuses can and must be changed manually, manual status changes should be done with care as manual status changes can interfere with the dynamic processing of resources.

 

You can use statuses to hide/show resources from patrons, e.g., hide resources that are in a workroom being catalogued, or hide resources that are online but not currently available. There are no rules governing the number of statuses you may define and use but a rule of thumb is to add statuses sparingly, e.g., you could add a status for resource that might be temporarily put into a closed reserve of frozen state for restricted access. Infiniti manages this process dynamically so you will generally not changes statues for resources manually.


Go to: Configure > Library > Statuses  

  1. Adda status:
    1. Provide a short descriptive Name.
    2. .
  2. Retrieve and review the resources tagged with a specific status:
    1. Click the {titles count} associated with the status to navigate to Reports > Catalogue > Resources for this status. Note: The {title count} represents the number of copies or holdings of the resource in the status.
  3. Edita status name. The change will be immediately reflected in all copy records with that status.
  4. Mergeone status into another. Note: This action is not reversible.

Note: Reserved system Media Types, Statuses and Sections cannot be merged or deleted.

Note: After Sites and Sections have been added or edited you should check patron Site access and amend or add Circulation rights.