ResourceMate Tutorials

ResouceMate is the software behind everything at the front desk: managing books, patron accounts, and other everyday circulation tasks.

Whether you're learning ResourceMate for the first time, or need a quick refresher, you can choose one of the short, interactive tutorials below and follow at your own pace.

Circulation

11 STEPS

1. The first step is to open ResourceMate and click Patrons

2. Click New on the bottom left corner.

3. Type in the patron´s first and last name, and the Barcode from the membership card.

4. Click Type of Membership

5. Choose the patron´s membership type.

6. Click Membership Expiry and input the expected expiration date (one year from the signup date).

7. Click Membership Expiry

8. Click Email

9. Type in the patron´s email address.

10. Click Save

11. That's it. You're done adding a new patron into ResourceMate!

Here's an interactive tutorial

https://www.iorad.com/player/2758023/Adding-New-Patrons-to-RM

Books & Cataloging

10 STEPS

1. The first step is to click on Items tab on the middle of the menu bar.

2. Click the New button on the bottom left corner.

3. Click on the ISBN address bar. and type in the number on the back of the book (with or without dashes).

4. Click on the ISBN Retrieval button.

This will allow ResourceMate to search for the book's information through a range of different library databases.

5. Click on the row that best matches the book's information.

Typically, we choose entries from the Library of Congress.

6. After making your decision, click on the Import button on the bottom right corner.

7. Click on the Library Card tab.

8. Click on the Barcode field and enter the number from the LCC barcode label placed on the back of the book.

You can find the LCC labels in a manilla envelop on the desk next to the front desk.

9. Click Save on the bottom left corner to save the newly added book information.

10. That's it. You're done learning how to add a new book to ResourceMate!

Here's an interactive tutorial

https://www.iorad.com/player/2766620/Adding-a-New-Book

9 STEPS

1. The first step is to click on the Patron Activities tab at the top of the screen.

2. Click on the Check In/Renew tab.

3. Click on the Parton address bar above and type in the patron's Last Name.

4. Click on the Last Name you're looking for from the list of options.

5. If there are no fines due, press on the Close button on the bottom right of the pop-up window.

6. Click the check box on the item(s) that needs to be renewed.

7. Click Renew Selected Item(s).

8. Renewed Items will be due at MEL within two weeks of their renewal date.

Click OK.

9. That's it. You're done learning how to renew books with ResouceMate!

Here's an interactive tutorial

https://www.iorad.com/player/2766619/Renewing-Books

9 STEPS

1. The first step is to open ResourceMate and click Patrons.

2. Click the New button on the bottom left corner.

3. Type in the patron's first and last name, and the Barcode from the back of their membership card.

4. Click on the Type of Membership box.

5. Choose the patron´s membership type.

6. Click on Membership Expiry box, and input the expected expiration date (one year from the signup date).

7. Click on Email box in the right corner, and type in the patron's email address from the membership sign-up form.

You can also add their phone number, if provided..

8. Click Save to add the new patron into the system.

9. That's it. You're done adding a new patron into ResourceMate!

Here's an interactive tutorial

https://www.iorad.com/player/2771061/Paying-Patron-Fines

78 STEPS

1. The first step is to click on the Items tab at the top middle area of the menu bar.

2. Click Grid

3. Click Search

4. Click Title row 1

5. Double Click Title row 1

6. Click Author

7. Type Joseeph A in Author

8. Click Author

9. Press BackspaceCtrl+V

10. Click Author

11. Double Click Author

12. Press Backspace

13. Click MainGroup

14. Click Author #2

15. Click Amazon.com.mx: Joseph Alchalel: libros, biograf...

16. Click EN EL MUNDO MINIATURA | Varios autores | LATINB...

17. Click Toco y Aprendo. En el mundo miniatura. (Suaves ...

18. Click Library Card

19. Click Detail

20. Click ISBN Retrieval

21. Click Yes

22. With your mouse, click and drag Term1:, then drop it on tabbedControlGroupSearch Tabs

22b. Drop

23. Type En El Mundo Miniature in tabbedControlGroupSearch Tabs

24. With your mouse, click and drag Term2:, then drop it on tabbedControlGroupSearch

24b. Drop

25. Press Backspace

26. Click Search

27. Click tabbedControlGroupSearch

28. Click OK

29. Click Close

30. Click ISBN Retrieval

31. Click ISBN Retrieval

32. Click ISBN Retrieval

33. Click No

34. With your mouse, click and drag Author, then drop it on MainGroup

34b. Drop

35. Press Ctrl+V

36. Click Author

37. Double Click Author

38. Type Joseph in Author

39. Click MainGroup

40. Click Author

41. Click Author

42. Double Click Author

43. Click Author

44. Double Click MainGroup

45. Click Published Year

46. Click Date Published

47. Type 202 in Date Published and Press Backspace, BackspaceBackspace

48. Click Published Year

49. Type 2025 in Published Year

50. Click Author

51. Double Click Author

52. Right Click Author

53. Click Cut

54. Click MainGroup

55. Double Click Illustrator

56. Right Click Illustrator

57. Click Paste

58. Click Published Year

59. Click Published Year

60. Double Click Published Year

61. Type 2023 in Published Year

62. Click MainGroup

63. Click Address and search bar

64. Type Equipo Editorial LatinboBooks in Address and search bar and Press Backspace, Backspace, Ctrl+A, Ctrl+CEnter

65. Click Search

66. Type b in Search and Press Backspace, Ctrl+ACtrl+C

67. Click Author

68. Press Ctrl+V

69. Click MainGroup

70. Click Illustrator

71. Click Illustrator

72. Type A in Illustrator and Press Backspace

73. Click MainGroup

74. Click Published Year

75. Click Library Card

76. Click Save

77. Click Grid

78. That's it. You're done.

Here's an interactive tutorial

https://www.iorad.com/player/2766622/Updating-Book-Information

14 STEPS

1. The first step is to open ResourceMate Extended Serial #: 16967-492043 and click Patron Activities

2. Click Check In/Renew

3. Click here

4. Type evbenn in highlight and Press Backspace, Backspace, Backspace, Backspace, BackspaceBackspace

5. Click Last Name row 1

6. Click Close

7. Click Is Checked row 1

8. Click Is Checked row 2

9. Click Is Checked row 2

10. Click Check In Selected Item(s)

11. Click Renew Selected Item(s)

12. Right Click here

13. Click Stop

14. That's it. You're done.

Here's an interactive tutorial

https://www.iorad.com/player/2758025/Checking-In-or-Renewing-Books

Patron Accounts

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Getting Started & Procedures

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Frequently Asked Questions & Guides