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Boulder Valley School District

Insignia Training Site

Apr 09
Genre Feature

Setting up the Genre feature in Insignia

There are three steps to setting up the Genre feature in Insignia.

  1. Set up the OPAC:

Log into Insignia with your usual login ID.

1. Go to Administration > Library Setting > Configuration.

2. In the search field, enter in “Genre”.

3. Click Edit.

4. To make it so that Genre will show up in the Simple Search criteria:

4.1. Click the arrow next to “Others (OPAC IV)”.

4.2. Select the checkbox for “Web OPAC Search By Genre Enabled”.

4.3. Adjust any other settings as needed.

5. To add Genre to the Refinement Filter Sidebar:

5.1. Click the arrow next to “Refine Search Type”.

5.2. Select the checkbox for “Genre Enabled”.

5.3. Adjust any other settings as needed.

6. Click Save

2. Set up the ILS (Genre Parameters):

Genre parameters will appear in all dropdown menus for Genres when cataloging.

(Contact Library Services if you would like the District Genres cloned to your library.) You can customize from there, or start from scratch, by following these directions.

1. Go to Administration > System Settings > Parameters.

2. From the “Parameter” dropdown, click and select Genre.

3. Click New.

4. Type in the Genre.

5. Click Save.

6. Repeat steps 3-5 until you have entered all your Genre Types in.

7. To set a Genre as the default copy genre, double click the genre in the list and select the checkbox for Default, then click OK.

3. Add genre to existing collection:

Create Copy Subsets to make adding genres to each copy quicker. Two options - from scratch or from location.

  1. If starting from scratch

    1. Pull books for each genre

      1. Scan them in to Catalog>Change>Copy Subset.

  1. Change Genre

    1. Catalog>Global Changes>Global Changes, select Change Genre

    2. Search Criteria by Copy Subset and choose which Copy Subset to label with a Genre

    3. Click Find

    4. Check box to select titles to add genre to

    5. Choose New Value by using drop down menu

    6. Check box for Copies

    7. Click Change

    8. Repeat for all locations.


2. If collection is genrefied by Location

  1. Catalog>Global Changes>Global Changes, select Change Genre

  2. Search Criteria by Location and choose which location to label with a Genre

  3. Click Find

  4. Check small box above search results to select all titles for adding genre

  5. Choose New Value by using drop down menu

  6. Check box for Copies

  7. Click Change

  8. Repeat for all locations.

Sep 29
Adding a Self Checkout login

Adding Self Checkout

To Add a Self Checkout Patron Login:

  1. Navigate to Patron > Find/Add Patron

  2. Check to see if there is already a Check In/Out (if you want both Self Check In and Self Check Out functions) or a Self Checkout (if you only want students to be able to Check Out). If there is, skip to step 11.

  3. Click New PatronNew_Patron.png

  4. Leave the Barcode field blank

  5. Add a First and Last name

    • Hint: For Self Checkout, include your 4-digit school code as the last name. Ex: Self Checkout #### or Circ ####

  6. Assign the patron to either Check In/Out or Self Checkout

  7. Check the box marked Library Staff. This is a very important step.

  8. Assign a Patron ID. This acts as the login name.

    • Hint: Use the First and Last name. Ex. Self Checkout #### or Circ.####

  9. Click Save.

  10. The Barcode auto-generates when you click save.Add_Self_checkout_patron.png

  11. Click Set Password.Set_password.png

  12. Assign a password and click Change. Adding Patron 4.png

    • Hint: Duplicate the username or use your mascot.

    • Do not click Reset & Send.

  13. Open a new browser window and try logging in to Self Checkout.​

Sep 19
Patron Checkout Limits

Some libraries limit the number of books per student by grade. For example: K-1 checkout one book, 2nd checks out 2, 3rd checks out 3, etc.

Step 1

  1. Go to Administration>Library Setting>Circulation Types

  2. Click on the Grade Mapping During Patron Import tab

  3. You should have a list of teachers come up. Click Edit.

  4. Now click on the [Select a Circulation Type] and pick the grade level the teacher teaches.

  5. Repeat for all the teachers.

  6. Click Save.

Step 2

  • In the same window, go to the Patron Circ Type tab

  • Click New

  • Name the Patron Group

  • Click Save

Step 3

  • Click Edit Grid

  • Set desired limits for this group

  • Click Save

Step 4

  • Repeat steps 2 and 3 until all grades are set.

Sep 05
Chromebook as Library Lookup Kiosk (OPAC)

OPAC app for Chromebook

This article shows you how to use a Chromebook as a lookup kiosk (OPAC) for school libraries.

Prepare Chromebook for use as a Library Lookup kiosk

  1. Make sure the Chromebook is fully charged.

  2. Power on the Chromebook.

  3. On the bottom left corner, click on Apps, then click on [BVSD Library Lookup]


  1. The OPAC will open on the screen.

  2. Ensure your school is displayed in the School Drop Down Menu on the left of the OPAC search bar

What if Apps and OPAC don’t appear in the menu

  1. Type chrome://policy in the address bar at top of the Chrome browser and press Enter.

  2. Click the Reload Policies button.


  1. Sign out of the Chromebook to see if “Apps” appears.

  2. If not, hold the Refresh button, then tap the Power button to restart and try again. Capture.PNG

  3. If Apps still does not appear, please submit an IT Service Request to have it fixed.

What if I get the error message, “Kiosk application could not be installed.”?


This error indicates that your Chrome OS is out of date. To update Chrome OS:

  1. Click the account icon on bottom right corner of the screen.

  2. Click “Settings”.


  1. Click on “About Chrome OS”.


  1. Click “Check for and apply updates”.


  1. Chrome OS will update, which may take several minutes.

  2. Click the “Restart” button.

  3. Captufdgdfgggre.PNG

  4. After the restart, click on Apps, then click on TestNav.

Disable lookup kiosk and return Chromebook to general use

  1. Hold down the Ctrl key and type Q. This restarts the Chromebook.

  2. Or, turn off the Chromebook

May 16
Insignia User Manual v.8
Jan 03
Genrefy your collection using Location Field

​Many libraries are reorganizing their fiction section by genre, similar to a book store model.  

For a genrefication project, there are 2-3 steps:
1. Create a "Location" to identify the genre and use the Location field in Copy Information to identify which genre/location this book belongs to.
2. Change the status/location of your genre collection


  • Go to Administration>System Setting>Parameters

  • Use dropdown menu to choose Location
  • Add genre labels
  • Save.
  • Go to Catalog>Change>Change Status
  • Change_location.png
  • Click the radio button for Change Location
  • Use dropdown menu to choose which genre you are working on
  • Scan the barcodes of those books (You can also do this from a subset if you don't have the books in front of you)
  • Apply

Have you checked out the following resources from our BVSD Libraries Blog?

Becky's blog 

Let me know how it's going.  Maybe you could also blog about your experience with genrefication?

Aug 31
Hold Print

Most Ricoh printers have a hold print option. This is a great feature for printing barcode labels (or anything else) at your convenience.

Once you have the barcodes ready in your browser, click the printer icon on your screen. In the Print Screen window

  1. Ensure "Actual Size" is checked
  2. Ensure "Print on both sides of paper" is NOT checked
  3. Then click on Properties

In the Properties window

  1. Use the Job Type drop down menu to choose "Hold"
  2. Click "Details"



In the Job Type Details window:

  1. Type your name as User ID
  2. Type a reminder of what type of label and how many sheets for the print job
  3. Then click "OK"


Now make sure your paper type is set correctly:

  1. Set the Input Tray to "Bypass Tray"
  2. Set Paper Type to "Labels"
  3. Click "OK"


Now click "Print"


When it is convenient for you, take your labels to the Ricoh printer and then:

  1. Click "Printer" button and look at the screen

  1. Press "Print Jobs"

  1. Press your job name (whatever name you used in the "Details" portion of the Print window at your computer

  1. Your job will be highlighted. Note that the File Name shows which label type and how many pages to load in the Tray.

  1. Load the tray with your label sheets
  2. Press "Print"

A similar process is likely available with any large printer, not just Ricoh.

Aug 19
Customize the OPAC


From super clean


To resource rich


There are four parts to customize:

  1. Header
  2. Home Body
  3. Left Banner
  4. Right Banner



The parts are added within the OPAC

Go to OPAC and click on the bottom right corner Insignia Discovery Layer Manager.  You will be prompted to Login.  Use your BVSD username and password.

You will get this screen:


"Design" let's you manage what appears in the Header/Home Body/Left Banner/ and Right Banner.


1-The Header should always include what already exists (BVSD and Success Effect) but you can also add your school name and logo.

Click on Header


Edit Header:

Double click on the name of the Header then Edit, OR, Click on New to create a new header.


New Header:

Type in a title for the header (i.e. Arapahoe Ridge)

In text box, type or click the Image icon to upload your school logo.

Click Save, then click the x to close the window.

While the new Header Title is highlighted, click Set Default to make this your default Header.  

Check you work by going to the OPAC and refresh the screen.


2-Home Body

  1. Click Home Body in left menu.  This is what shows in the main part of the OPAC.  
  2. There is the District default OR you can create a New Home Body.
  3. Click and drag items from the left side of the window, click the x in the top right of the main window to remove from the Home Body.
  4. Click Save when done.
  5. Click Set as Default if you want your newly created Home Body to be the new default.

    News, Pictures, Online Resources, and Video sections are populated from the ILS under Administration>Library Setting>Home Page


3-Left Banner

  1. Click New to create a customized Left Banner.  
  2. Click and drag parts to the Banner window.  Announcements and Library hours are created in the ILS.  Did You Know are offered up through Insignia.
  3. Click Save and Set as Default.


4-Right Banner


  1. Click New to create a customized Right Banner.  
  2. Click and drag parts to the Banner window.  Quote of the Day is created in the ILS.
  3. Click Save and Set as Default.



Content allows you to create a Template for anything else you want to put on the OPAC.  Current Weather is one such option.

You can create a custom Message for the OPAC with date ranges for when to display.

If there are blogs or news feeds you want your students to have access to, create a News part for the OPAC.  This part can be viewable in the Home Body section once you click and drag it in.


Some of the customization is done within the ILS.

To add announcements, images, quotes, or video or online resources, go to Administration>Library Setting>HomePage



*Once your OPAC looks like you want it to, change all your links in other sites to  "" with XXXX being the site ID for your school.  (look at your ILS, top right corner, next to your school name) - otherwise the link goes to a generic, simple search.

Jul 26
Map Editor

Map Editor

Insignia allows for drawing a map of the library space within the ILS that can be accessed in the OPAC for the purpose of locating a book.

Create and/or save a floor plan (from blueprint or drawing or Google drawing)  Be sure to save it on your computer.



Click New

Click  Add Image of the floor plan (that you have saved on your computer).  

Choose the image from your computer.  

Click Okay and Close.  

Click Save.

The image is now in the ILS.  



Begin entering the locations of each call number group.

  1. Click New

  2. Call No. Range

  3. Choose to represent the group by Rectangle or Elipse.

  4. Choose the color you want to represent that group.

  5. Click and drag the shape over where the group is shelved.

  6. Click Save.

Continue for all collections.



Jul 26
Locate It!

Patrons can open a map of the library from the OPAC to help them find the material they are interested in.

From a completed Search in the OPAC,

To the right of the results, find the Locate It button (might be in the drop down menu) and click it.


This will bring up the map created in Map Editor, with the location flashing.


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