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Getting Started: Summer Reader Documentation

Summer Reader - Getting Started


Your first step in Summer Reader is to sign up for a training session!

Product Overview

Summer Reader is a web-based product designed to help libraries manage reading programs and interest groups for all ages. With the Summer Reader software, libraries can manage programs, patron registration, logging and prizes. An optional, configurable option also allows patrons to register themselves in programs and manage their own logs. All of the information is stored in a MySQL database and can be managed by library staff through web-based maintenance pages and reporting tools.

Summer Reader is separated into two distinct interfaces: Staff and Patron.

  • The staff interface, which is password protected, has access to program data, participant

information, program and system setup and configuration.

  • The patron interface is limited to sign-up, logging of participant information and reviews. Patrons

do not have access to any other patron or system information with the exception of reviews that have been accepted by staff.

Installation

The installation process varies depending on whether your library is buying Evanced software to load on your own server or having Evanced Solutions host for you. If you are purchasing our software, we are happy to install the products for you via remote access to your server at no additional charge. Arrangements can also be made for us to be standing by during the installation process.

Note: The installation process does not at any time required the serve to be rebooted.

Backup

Regularly backing up your system is very important. The single most important folder to back up regularly (nightly) is the <drive>:\mysql\data\ folder. The web folder itself only requires periodic back up.

Technical Support

Please contact the following for assistance:

Phone: 1-888-519-5770 E-Mail: support@evancedsolutions.com Web:


Understanding of Security Access

Summer Maintenance allows users with the appropriate security level access to manage the Summer Reader Program, including managing patron information, adding, editing, coping, publishing, and deleting Summer Reader Program. Administrators may set the security level required to access Summer Reader Maintenance to prevent unauthorized revision to configuration settings. This process can be done in one of the two ways Simple Security Access or User Name Login.

Simple Security Access

Simple Security Access is defined in allowing the system to maintain shared levels of access into the Summer Reader Maintenance system. Within in Summer Reader passwords would be shared instead of assigning specific user name and passwords.

Once you receive your software the default setup is based on Simple Security Access. These are defined below:

  • ADMIN - Will give the staff user access to the following: All program management and maintenance functions
  • STAFF - Will give the staff user access to the following: Registration, Logging, Prizes, Drawings, Reviews Maintenance, Message and Links Maintenance, Patron Maintenance and Reports
  • BASIC - Will give the staff user access to the following: Registration and Logging, Patron Mainenance and Reports
  • VOLUNTEER - Will give the staff user access to the following: Registration and Logging only
  • PATRON - Will give the patron specific access on the Patron side of the Summer Reader Program

Advanced Security

User Name Login allows the administrator to define a specific level of access per each staff user by configuring a user name and password.

Options for configuring each staff user include:

  • ADMIN - Will give the staff user access to the following: All program management and maintenance functions
  • STAFF - Will give the staff user access to the following: Registration, Logging, Prizes, Drawings, Reviews Maintenance, Message and Links Maintenance, Patron Maintenance and Reports
  • BASIC - Will give the staff user access to the following: Registration and Logging, Patron Maintenance and Reports
  • VOLUNTEER - Will give the staff user access to the following: Registration and Logging only
  • PATRON - Will give the patron specific access on the Patron side of the Summer Reader Program
How to Setup
Action
Summer Reader Staff Side Path
Screen Shot (Click on image for larger view)
Explanation
Activating Advanced Security System Maintenance Homepage - System Setup - System Settings - Security Settings - Advanced Security = "YES"
When turning on Advanced Security within Security Settings, this will activate the Security Setup Option within System Settings
Selecting Security Setup System Maintenance Homepage - System Setup - Security Setup
The Security Setup Option will only appear if Advanced Security is enabled.
Defining Default Staff Roles System Maintenance Homepage - System Setup - Security Setup - Select Roles/Staff
Default Roles:
  • ADMIN
  • STAFF
  • VOLUNTEER
  • PATRON
Editing Defined Roles System Maintenance Homepage - System Setup - Security Setup - Select Role - Select Edit <
The Library is able to select the specific level of access by selecting the appropriate description and selecting Access, Read, Add, Edit, or Delete
Deleting Defined Roles System Maintenance Homepage - System Setup - Security Setup - Select Role - Mark the corresponding box in the Delete column - Select the Delete Button
The Library is able to delete already defined roles with the exception of the Admin role.
Adding New Roles System Maintenance Homepage - System Setup - Security Setup - Select the Add New Button
  • Role Name: Defines the new Role
  • Role Description: Library defines in simple text the new role for future reference.
  • Copy Role: Selecting a predefined Role allows the Library a starting pointing when creating a new role.
  • Selecting Role Access: The library is able to select Access, Read, Add, Edit, or Delete for specific access with the corresponding description.
  • Save: Selecting the save button stores the new role within the list of roles
Adding New Patron Roles System Maintenance - System Setup - Security Setup - Roles Tab - Select Patron Tab
Adding the option to define new patron roles to be program specific
Creating a New Patron Roles System Maintenance - System Setup - Security Setup - Roles Tab - Select Patron Tab - Select Add New
  • Role Name: Defines the new Role
  • Role Description: Library defines in simple text the new role for future reference.
  • Copy Role: Selecting a predefined Role allows the Library a starting pointing when creating a new role.
  • Selecting Role Access: The library is able to select Access, Read, Add, Edit, or Delete for specific access with the corresponding description.
  • Save: Selecting the save button stores the new role within the list of roles
Defining System Users System Maintenance - System Setup - Security Setup - User Tab
System Default Users:
  • STAFF
  • BASIC
  • VOLUNTEER
  • PATRON
Adding a New User System Maintenance - System Setup - Security Setup - User Tab - Select Add New button
Defining Fields:
  • User Name - Define a naming convention for your Library Staff Users
  • Full Name - Staff User Full Name
  • Password - Type the secure password
  • Confirm Password - Re-type the secure password
  • Password Reset - Selecting this will enable the prompt for the Staff Member to change their password at login
  • Email - Type the Staff Members Email Address
  • Role - Select from the drop-down the desired role for this Staff Member
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