Softlink Training Videos

These videos form part of a basic self paced training course that show you how to complete many tasks with your Liberty Digital, Liberty and/or illumin library. You can choose to watch them at a pace and time that suits you. If you have very little free time, you can follow the recommended pace and view one or two short videos per day.

You may browse the list of videos on this page by scrolling, or click a button below to jump straight to the relevant section.

Liberty Digital: Overview

Liberty Videos: Before Starting Week 1 Week 2 Week 3 Week 4 Advanced Training Other Modules

illumin Videos: Overview

Liberty Digital Training Videos

Overview

Search Interface - An Overview of the Search Interface.

AI Image Enhance - How to use AI Image Enhance.

Metadata Enhance - How to use the AI Metadata Assistant to enhance resources.

Digital Collection Browse - An overview of Digital Collections.

Digital Dashboard - An overview of the Digital Dashboard.


Document Depository - How to submit documents to the Document Depository.

Faceted Search - Filtering search results using Faceted Search.

Federated Search - Using Federated Search and searching other providers.

Sharepoint Integration - Integrating Liberty with Sharepoint.

Liberty Training Videos

Before Starting

Logging In - How to log in to your Liberty v5 library system as a library staff user.

Logging in to the Search screen - How to log in to the Search interface as a library user.

Searching the library catalogue - How to run a basic search of the library catalogue without logging in and check the availability of resources.

Basic Loans - How to process a simple loan in Circulation Desk.

Basic Returns - How to process basic returns in Circulation Desk.


Renewing Individual Loans - The process of renewing individual loans in Circulation Desk.

Changing the due date of a loan - Demonstrates how to change the due date of a loan, whether it be new, existing, or overdue.

Week 1

Importing a record using Z-Cataloguing - Demonstrates how to import a single catalogue record using Z-Cataloguing.

Adding a Single Copy to a Resource - Demonstrates how to add a physical copy to a record.

Adding a New Borrower - Details how to add a new borrower. It explains the important fields of Loan Category, User Role, and Passwords.

Searching and Editing a Borrower's Record - Shows how to search for a borrower and edit their record.

Viewing a borrower's loan information - Instructions on how to view a borrower's loan information.


Renewing Multiple Loans - The process of renewing all loans, and all overdue loans.

Keyboard Shortcuts - Identifying and using keyboard shortcuts.

Week 2

Importing multiple Z-cataloguing records - Shows how to search and import a number of catalogue records using Z-Cataloguing.

Searching and Editing a Resource Record - Shows how to search for, and edit, a resource record.

Searching and Editing Copy Records - How to search and make changes to copy records.

Adding multiple copies to a resource - Shows how to add multiple copies to an existing resource.

Importing MARC catalogue records - Shows how to import a batch of MARC catalogue records.


Printing lists of borrowers and their barcodes - Shows how to complete a borrower search and print a list of borrower barcodes.

Viewing and Running Overdue Notices - Explains the viewing and running of overdue notices. Also discusses printing and emailing notices.

Searching and Reporting on Borrowers - Explains the process of searching for and reporting on borrowers. Also shows how to search using the Field Alias option.

Changing the Order of Search Results - Demonstrates the different ways search results can be displayed.

Using the Interface Setup Wizard - Shows how to use the Interface Setup Wizard to change the banner, colours, and user privileges on your search screen.

Week 3

Manual Cataloguing - Shows how to manually add a catalogue record to your system.

Printing Spine Labels - Explains the process of printing spine labels.

Setting Up Overdue Notices - Demonstrates how to set up overdue notices.

Reading and Editing Lending Rules - Explains the lending rules matrix and the process of making changes to the lending rules.

Viewing and printing loans in Circulation Desk - Shows how to view a borrower's loans, and how to print loan reports from Circulation Desk.


Using the Advanced Search Option - Outlines the Advanced search options in the Search interface.

Links Within Search Results - Shows the various links that appear in the search results of the Liberty v5 search interface.

Week 4

Viewing Loan Information for Resources - Shows how to view loan information for a resource. This can be used to see who has the resource on loan, who last borrowed the resource, and who has reserved it.

Creating New Suppliers while Adding or Editing Copies Information - Explains the process of adding a new supplier while adding or editing copy records.

Adding a new Borrower Loan Category - Shows how to create a new Borrower Loan Category (BLC) and set up lending rules for it.

Adding and Removing Tags from Individual Records - Demonstrates how to add and remove tags from individual records.

Advanced Training

Using Filters to Restrict Information Boxes on the Homepage - Looks at how to create homepage boxes that are restricted to certain groups of borrowers.

Other Modules

OverDrive eZRead - Shows how to download an OverDrive Digital Resource using eZRead. Note: This video applies for users who have purchased OverDrive and the eZRead module.

Performing a Federated Search - Shows how to run a Federated Search (a search across multiple search sources). Note: This video applies for users who have purchased the Federated Search module.

Liberty and ClickView - Shows how to retrieve results both from your local library and from ClickView in a single search. Note: This video applies for users who have purchased the Federated Search module.

illumin Training Videos

Overview

Adding Columns - How to add colums to the Advanced Search screen

Dashboard Widgets - How to move and change Dashboard widgets

Enable the Graphical Dashboard - How to enable the Graphical Dashboard

Logging in - How to login to illumin as a researcher or requester

Pinned Views - How to use Pinned Views to access frequently-used views and filters


Adding a Requester - How to add a Requester

Adding a Request - How to add a Request

Reassigning a Request - How to reassign a Request

Replying From a Request - How to reply from a Request

Accessing the Kanban View - How to access the Kanban View


Reassigning a Request - How to reassign a Request

Creating a Department - How to create a Department

Adding a Tag - How to add a Tag

Adding a Note - How to add a Note to a Request