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    5. 360 Resource Manager: User Guide

    360 Resource Manager: User Guide

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    1. Where can I find a 360 Resource Manager User Guide?
    • Product: 360 Resource Manager

    Where can I find a 360 Resource Manager User Guide?

    This User Guide outline below contains links to information throughout the Support Center on how to use 360 Resource Manager.
    If you haven't used 360 Resource Manager before, a good place to begin is the Getting Started guide.
    If you have other questions about 360 Resource Manager that aren't answered by information found here, you can search the rest of the Support Center using the Search function above.
    And you can always contact us for personalized help! Use the Support Portal option near the top of this page, or call us at one of our worldwide telephone numbers.

    360 Resource Manager User Guide

    To read about a particular subject, click the title and you'll be taken to the document elsewhere in the Support Center that addresses that subject.
    • Introduction
      • Logging In and Logging Out of the Client Center
      • Accessing 360 Resource Manager Tools
      • Navigating Through the Client Center
    • Implementing 360 Resource Manager
      • Examining Data, Determining Priorities
      • Creating Accounts
      • Setting Account Permissions
      • Securing Private Information (Client Center)
      • Menus
        • Adding a Menu Item
        • Deleting a Menu Item
        • Editing a Menu Item/Changing the name of a Menu Item
        • Set Menu Order
    • Data Management
      • Adding Database in the Client Center
      • Including Select Titles Within a Database
      • Create a Library-Specific Holdings Database
      • Adding Individual Titles to Your Library-Specific Holdings Database
      • Uploading Multiple Titles to a New Library-Specific Holdings Database
      • 360 KB Database Migration Procedures
    • Setting Up Collections
      • Adding a New Collection
      • Editing a Collection Name or Description
      • Attaching a Resource to a Collection
      • Adding a Note to a Collection
      • Deleting a Collection
    • Entering Resource Manager Information
      • Data Population Service (for new clients)
      • Contacts
        • Adding Contacts
        • Editing Contacts
        • Duplicating a Contact to Make a Template
        • Adding Several Contacts at Once via the Contact Importer API
        • Editing a Resource
        • Attaching Database Contacts from a Resource's Details Screen
        • Attaching Provider Contacts from a Resource's Details Screen
    • Licenses
      • Helpful Starting Steps (includes license form)
      • Library of License Templates
      • Creating a License from Scratch
      • Associating Resources and Licenses
      • Adding or Editing License Terms of Use and Values
      • Displaying License Information to Patrons
      • Setting Prevailing License Terms
      • Duplicating a License to Create a License Template
      • About the License Management Fields
    • Resource Notes
      • Adding a Resource Note to a Database
      • Creating a New Resource Note from the Notes List
      • Attaching Resources to Notes
      • Adding a Comment to a Note
      • Finding Notes from the Details Screens
      • Duplicating a Note to Make a Template
    • Vendor Statistics Metadata
      • Creating a Vendor Statistics Data Set
      • About the Vendor Statistics Fields
      • Adding Resources to a Vendor Statistics Data Set
      • Duplicating a Vendor Statistics Metadata Data Set to Make a Template
    • Administration Information for a Resource
    • Resource Renewals Tool
      • Checklist Feature
    • Cost
      • Adding Cost Information to a Resource
      • Fund Account Information
      • Itemized Cost
      • Acquisitions Cost Data Import Tool
      • Acquisitions Cost Data Import Tool FAQs
      • Include Payment in Total for Fiscal Year
      • About Cost and Payment Fields
    • Alerts
      • Creating a New Alert
      • Duplicating an Alert to Make a Template
      • Adding Recipients to an Alert
      • Not Receiving Status or License Email Alerts
    • Reports
    • 360 Consortium Edition: User Guide


    • Date Created: 9-Feb-2014
    • Last Edited Date: 20-Oct-2016
    • Old Article Number: 7401
    View article in the Exlibris Knowledge Center
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