| 01Cataloging & Bibliographic Management |
Creates and maintains structured records for books, journals, media, digital resources, and other library materials using standardized bibliographic information. |
Add / Import Bibliographic Record→
Apply Cataloging Metadata→
Link Copies & Locations→
Publish to Catalog
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MARC and other required metadata standards
Copy cataloging and bulk record import
Authority control and duplicate-record management
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| 02Circulation & Loan Management |
Handles checkouts, returns, renewals, due dates, holds, recalls, and lending rules for physical library materials. |
Scan Patron & Item→
Apply Loan Rules→
Record Checkout / Return→
Update Item Availability
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Configurable loan periods by patron and material type
Renewals, holds, recalls, and grace periods
Barcode, RFID, and self-check support where needed
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| 03Patron & Membership Management |
Maintains borrower profiles, membership status, borrowing privileges, contact details, restrictions, and transaction history. |
Create Patron Record→
Assign Membership Type→
Apply Borrowing Privileges→
Track Account Activity
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Multiple patron categories and borrowing policies
Membership expiry, suspension, and renewal controls
Privacy controls for patron and circulation records
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| 04OPAC & Public Catalog Search |
Provides patrons with an online catalog for searching collections, checking item availability, placing holds, and managing selected account activities. |
Patron Searches Catalog→
Filter Relevant Materials→
View Availability & Location→
Place Hold / Access Resource
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Keyword, author, title, subject, and advanced search
Real-time availability and branch-location visibility
Patron self-service for holds, renewals, and account review
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| 05Acquisitions & Vendor Management |
Tracks requested titles, purchase orders, vendors, budgets, invoices, receipts, and acquisition status for new library materials. |
Create Purchase Request→
Select Vendor & Budget→
Place / Track Order→
Receive & Catalog Item
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Purchase orders, invoices, funds, and vendor records
Budget allocation by branch, department, or collection
Order status, partial receipt, and cancellation tracking
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| 06Serials & Periodical Management |
Manages subscriptions, expected issues, renewals, claims, holdings, and receipt history for journals, magazines, newspapers, and other serial publications. |
Create Subscription Record→
Define Expected Issues→
Check In Received Issue→
Claim Missing / Renew Subscription
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Flexible publication-frequency patterns
Issue prediction, check-in, and missing-issue claims
Subscription renewal and holdings history
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| 07Inventory, Shelving & Collection Tracking |
Tracks copies, call numbers, shelf locations, branch transfers, missing items, inventory status, and collection condition across library locations. |
Scan Library Collection→
Compare with Catalog Records→
Identify Missing / Misplaced Items→
Update Inventory Status
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Barcode or RFID inventory workflows
Branch, shelf, call-number, and item-status tracking
Missing, withdrawn, damaged, and transferred-item handling
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| 08Fines, Fees & Patron Payments |
Calculates overdue charges, replacement fees, membership fees, or other patron balances and records waivers, payments, and account adjustments. |
Detect Overdue / Chargeable Event→
Apply Fee Rule→
Notify Patron & Record Balance→
Collect / Waive Payment
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Configurable fines and fee policies
Waivers, partial payments, and lost-item charges
Online payment or finance-system integration where required
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| 09Notices, Holds & Patron Communication |
Automatically informs patrons about due dates, overdue items, available holds, membership changes, fines, and other library account events. |
Library Event Occurs→
Apply Notification Rule→
Send Patron Notice→
Track Follow-Up / Status
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Email, SMS, print, or supported notification channels
Configurable reminder timing and message templates
Hold queues, pickup windows, and expiration controls
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| 10Library Reporting & System Integrations |
Analyzes circulation, collection usage, acquisitions, patron activity, inventory, and operational performance while connecting the library system with related platforms. |
Aggregate Library Data→
Analyze Usage & Operations→
Connect External Systems→
Improve Library Decisions
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Circulation, collection, patron, acquisition, and inventory reports
SIS, authentication, discovery, RFID, and payment integrations
APIs, exports, custom reports, and multi-branch reporting
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