EOS Library Management System

Altarama is pleased to have a co-operative arrangement with EOS in relation to use of RefTracker with their Library Management System.  The following information will help our joint customers make the most of both products.

Linking RefTracker into EOS

Your RefTracker system can be linked into EOS Web and their OPAC DIscovery.   The links to use are:

The three links required for the menu under RefTracker are:

RefTracker – <YourRefTrackerDomain>/staff.aspx

Help and training – http://supportsite.altarama.com/app/reftracker

Client home page – <YourRefTrackerDomain> eg. http://abc.altarama.com

At Ask a Question (or it might be called something else such as Ask a Librarian in your system), the link to insert is <YourRefTrackerDomain>/reft120.aspx.

How to set up the links to RefTracker in EOS

The option to enable the RefTracker menu is in Reference Tracking Setup (maintenance | General Setup | Reference Tracking: RefTracker | Enable RefTracker).

URLs for access to the staff portal for RefTracker are entered in Reference Tracking Setup (maintenance | General Setup | Reference Tracking: Ref Tracker | Access, Help, Home). The URLs for access to the patron portal for RefTracker in OPAC is entered in OPAC Setup (maintenance | General Setup | OPAC Settings: Library Info: Add Request (URL)).

User Setup options are available to grant staff access to RefTracker menu and individual options (maintenance | User Setup | [edit user] | Modules: Reference Tracking, RefTracker Authorization).  

To change the text label for the Ask a Librarian option in OPAC, use the text editor for OPAC available in General Setup or through OPAC directly. Access to the text editor from EOS.Web is through OPAC Setup (maintenance | General Setup | OPAC Preferences | Sites | >>Edit Page Text | Page/Control to Edit: Useful Links Control. Access to the text editor from OPAC requires sign in as an authorized patron. Once signed in, click on the Options tab (upper, right corner of the screen), click on the Change Text link, select Show All | Page/Control to Edit: Useful Links Control.    

Here is a screen shot for the maintenance icon to access General Setup and the three links to where RefTracker menu options reside.

Setting up EOS in RefTracker

  1.  You can add the EOS search function to the bookmarks code table, but it does not work with AutoSearch.
    To add it to the Bookmarks add a link to http://<Your EOSdomain>/EOSBC/OPAC/Search/AdvancedSearch.aspx# into your RefTracker Bookmarks code table. 
    As at RefTracker 3.4 the Bookmarks code table is no longer in use.