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

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 & Downloads