Differences between Athenaeum Pro 2013 and 2014

Athenaeum Pro 2014 Change list´╗┐
Athenaeum Pro 2014 is a significant update. There are many changes "under the hood", some fundamental interface changes as well as the inclusion of many feature requests...
Athenaeum Pro 2014 Change list´╗┐
Athenaeum Pro 2014 is a significant update. There are many changes "under the hood", some fundamental interface changes as well as the inclusion of many feature requests.
For a more detailed look, with screen shots, go to
Athenaeum Pro 2014 changes documentation
Interface
Appearance
  • flattening of colours
  • more interactive buttons - hover over a button and its appearance changes indicating that a click action is available
  • check boxes visual update
  • list views are taller and are easier to read
  • list views take more advantage of linked graphics (book covers, borrower photos)
  • labels are embedded inside fields and only appear when needed, allowing de-clutter
Window Management
  • a number of issues identified in this Athenaeum Note on filling your screen have been addressed
  • independent configuration of window sizing and scaling for OPAC (guest), issue and admin clients
  • Athenaeum is less aggressive about how it resizes and positions windows and will generally follow your preferences depending upon the window content
Processes
Some processes have been reworked, more clearly identifying the steps required to complete those process. For example:
  • QuickMARC
  • New Items
Main Menu
  • a statistics panel is presented at the left of the main menu
  • when populated, clicking a statistic in the panel will take you to the set of data that represents that statistic (hold the shift key to regenerate the statistics)
  • the main 8 buttons of the main menu are configurable by the administrator
  • a direct messaging system on the messages tab will display broadcast and individual messages. Messages can be plain text, hyperlinks or can even trigger maintenance on your system
  • Quick Stats "Top Titles" have been reworked and can be included on the OPAC (guest) screens.
  • Quick Stats charts include numeric data points directly showing the values on the charts
  • a server side script for FileMaker Server can automatically update Top Titles and other statistics in the wee hours of the night
admin
The admin section has been re-organised, de-cluttering screens while giving access to more information in few tab panels (call it interface magic)
  • registration has been simplified (though it does require an internet connection)
  • reconfiguring the main menu buttons is a simple drag-and-drop process
  • on/off "switches" have been changed and are more obvious (we hope)
  • configuration of OPAC (guest) clients is easier
  • a default Fee account number can be specified when sending data to the KAMAR student management system
Borrower
Interface
  • The borrower list view includes borrower photos, with interactive buttons (hover over the button and it highlights), "flag" symbols instead of check boxes when marking records.
  • The borrower detail view uses embedded labels to free up space.
  • The current issues for the borrower on the front tab.
  • The borrower utility audit tab has a new "consolidate" function. The consolidate screen makes it easy to consolidate the issues, history, reserves, reviews and correspondence of two borrowers to a single borrower. This is useful, for example, when borrower information has been imported from disparate sources and doesn't quite match up.
Borrower Account management For those who are managing borrower log-in accounts manually, the account management list has been updated with taller rows, borrower photos and a bit more information about the borrowers. You can also directly e-mail to address 1 or 2.
Catalogue
Interface
  • The catalogue list view is taller and include item images, with interactive buttons (hover over a button and it highlights), "flag" symbols instead of check boxes when marking records, etc.
  • The detail view has embedded labels as well as re-organisation of the groupings of fields to accommodate new fields.
  • The different image options at the bottom right have been consolidated into a single tab.
New Fields
The following new fields are now available:
  • content type (e.g. manuscript, recorded audio, etc.+
  • cover/carrier (the old hardback/paperback field)
  • genre
  • volume (e.g. the volume of the item in the series)
  • account code - every item can have its own account code, which is included in Excel exports and clipboard copy functions.
Processes
  • New Item: The new item script is streamlined into a single dialog with distinct steps.
  • Duplicate Item: the duplicate item button now prompts for the number of duplicates to create and whether these items are copies (that is - they share reserves, reviews and book covers) or not.
  • Periodicals: when creating catalogue items using the periodical function, you can now specify default condition and the new fields content type, account code, volume and genre. as shown in this "empty" periodical detail screen.
Issues
Extensions (Renewals)
  • New explicit controls on issue extensions are now available.
  • Each borrower type allows you to store the number of times an issue can be extended.
Search on Issue changes
  • When triggering a borrower search during the issue process, Athenaeum Pro 2014 presents the first name and last name searches simultaneously.
  • By default, this borrower search now excludes inactive borrowers. Clicking the "show inactive" button button will include inactive borrowers (who are shown in red).
New Command Buttons
Two commands have been moved from the Utility screen to the Command Menu, to increase visibility for these commands, as we get the occasional feature request asking for these very commands!
  • Reset these due dates: it is now more obvious that the librarian can bulk override the due dates for the found set of circulation issues.
  • Return these: this command was on the utility tab. This is a quick way to return the found set of issues.
Fast Issue and wildcards
Fast Issue mode (that is, issue mode when you specify "go" as the borrower) now allows "?" triggering of borrower last names as well as last name matching on the fly.
MARC
QuickMARC entry
The QuickMARC entry screen has been re-organised to more clearly show the steps and choices available. The reddish "Add" button will directly add results to the catalogue. The blue buttons will add the results to the MARC utility (allowing review before adding to the catalogue.
Open Library
Will attempt to match ISBNs against the Open Library (https://openlibrary.org), a free community driven library service.
MARC Detail
  • The MARC detail screen has been reworked with embedded labels, allowing for a significant de-cluttering (yay!).
  • Corresponding new fields from the catalogue are included in the MARC module and Custom 3 and 4 fields have been added as destination choices for more flexibility.
MARC List
The list view has taller, easier to read rows and include images when they come down from the MARC source.
MARC Set-up
Additional fields are available as destinations when customising MARC tags and subfields. The additional fields correlate to the new fields in the catalogue and make it easier to configure Athenaeum for upcoming Resource Description and Access (RDA) tags coming from some suppliers.
Reports
Catalogue Statistics
The print reports that generate statistics of the found set have been consolidated and now include new reports by genre, cover type, content type, and borrower privilege. Access these by one print button: "Statistics"
The statistics print button will present a dialog box where you can choose what the report will be summarised by:
  • borrower privilege
  • condition
  • content type
  • cover type
  • genre
  • item type
  • location
You can also enter a date to which the statistics will be depreciated (that is, calculate the book value of the items as at that date) and the report is then previewed to screen in the normal way:
Circulation Statistics
Clicking the "Summarise by..." button on the utilities screen allows you to group the found set by any of a large selection fields. The list of fields no longer refers to the internal field name, but rather a more obvious human friendly name.
History Statistics
Counts for borrower privilege (fiction, non-fiction, senior fiction, etc.) have been removed from most reports (as they were only partial statistics anyway) and broken out into their own report.
Access this report on the found set from the print menu.
Miscellaneous
In no particular order:
  • Amount paid field in bold, not just replacement cost (per request)
  • longer last transaction length display, larger default fonts
  • catalogue archive (the place where books go to die) is visually more different to reduce the chance of confusion with the live catalogue
  • QR Codes for bar code images stored externally
  • changed the way issue history records store borrower detail
  • supplier code is no longer pre-filled from the last visited record when creating a new item. (note: duplicating an item WILL copy that supplier)
  • Registration is simpler - shorter registration codes are confirmed against one of the librarysoftware.co.nz servers and automatically loads your organisation name
  • internal structure change: reduction in file numbers. borrower types rolled into borrower; catalog support and catalogue archive rolled into catalogue (future Athenaeum versions will continue this trend)
  • reserve enhancements
  • changes to way full window container displayed
  • Item type no longer shows a warning when adding a new type
  • Adjustments to MARC file import...trims Byte Order Marc (BOM) if found (a small issue with some MARC suppliers)
Server side scripts
There are two server side scripts that can be configured for libraries hosting Athenaeum Pro with FileMaker Server 13.
Athenaeum Pro Server Script
This script currently performs three maintenance tasks:
  • generates the list of 45 Top Ranking Titles issued over the last 60 days
  • "tickles" Borrower records (which updates various counters, indices and display values)
  • "tickles" titles and subjects (updating search indices on those fields as well as building flexi-spellings and so on)
Athenaeum Pro Copies and Titles
This script synchronises the Copies and Titles, which can become out of synch when certain manual bulk operations are performed, such as importing data.
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