Booksource Classroom OrganizerSM. Instructions

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1 Booksource Classroom OrganizerSM Instructions 1

2 Table of contents CREATING YOUR ACCOUNT Classroom Organizer Website Address... 1 Creating An Account... 1,2 Creating Your Password(s)... 1,2 teacher page Building Your Library Classroom Reports Classroom Settings... 3 Managing Students... 3 Student Reports View Reports... 3,12 Classroom Settings Page Add Books During Checkout... 4 Book Rules Tab... 3 Maintaining & Tracking Conditions... 4 Maintaining & Tracking Locations... 4 Password Management Tab... 5 Student Columns Tab... 5 Teacher Columns Tab... 5 build your library page Adding Locations... 8 Adding Multiple Quantities Of A Title... 8 Adding Titles To Your Library (Using Excel)... 7 Creating A List Of Your Library (Exporting To Excel)... 7 Deleting A Title... 8 Editing Title Information... 7 Entering Books (ISBN, Barcode, Manually)... 6 Entering Books (Scan With Free App)... 7 Importing Your Booksource Order... 7 Locating A Book In Your Library... 6 Teacher Book Review... 8 Manage my students Adding Students (Using Excel)... 9 Creating A List Of Students (Exporting To Excel)... 9 Editing And Deleting Student Information... 9 Student Roster... 9 student page Checking Out A Book Returning A Book Student Title Search... 10

3 Welcome to Booksource s classroom organizer CREATING YOUR ACCOUNT To register or access your account, visit classroom.booksource.com or click the Classroom Organizer link at To create a new account, click Create Your Account. If you already have a Booksource.com account, click Click Here at the top of the page. Note: This is a login and password that will be used by students. If you do not want to use that as your login/password, please set up a new account. Fill out the required information. Please note, your password must be 6 to 20 characters (no special characters or spaces) and contain at least 1 numeric character. Review and accept the Terms of Service and Private Policy. 1

4 Enter your school s zip code. Select your school from the list. If your school is not on the list, enter it manually by clicking Click Here at the top of the page. Once you have selected your school, choose all the grades you teach. Please fill out the other box if you do not teach a grade listed. Click Continue. Create your Classroom Settings Password. This is your account administrator password. This password should be different from your general account password to protect your account settings. 2

5 Congratulations! You ve successfully created your account! You will be prompted to enter the Teacher Page or the Student Page Teacher page To set up the perimeters of your account, click on Classroom Settings. Build Your Library is where you add and edit your titles in your library. In the Manage Students section, you can add students and upload class rosters. Generate reports on student activity and assess your library on the View Reports page. Note: After your Classroom Organizer has been in use, several reports will be available on the View Reports page, more info on page 12. Classroom Settings Page The first tab is the Book Rules tab. If you want students to rate, review, or select the condition of their books at checkout, check all you want applied. If you select any of these prompts, you will need to verify when and where you would like to be sent notifications of these ratings, reviews, and conditions. 3

6 Classroom Settings Page (cont.) Adding Conditions and Locations If you choose to track conditions, proceed to Maintain Conditions to set up the descriptions you plan to use. Simply enter the text in the free form field and click Add. If you choose to track locations, proceed to Maintain Locations to set up the descriptions you plan to use. Simply enter the text in the free form field and click, Add. TIP These are free form fields. Use these columns to personalize and organize your library in whatever way you want. For example, instead of tracking the condition in the condition field, indicate what books belong to you and what books belong to the school. Add Books During Checkout allows you to add books to your library as students check them out. Warn When Adding Duplicate ISBN will create a prompt every time you scan in an ISBN of a title already in your library. This will avoid adding duplicate titles by mistake. Once you have created and set all your book rules click Save Settings. 4

7 Classroom Settings Page (cont.) The next tab is the Teacher Columns tab. Choose the title information you would like to appear on the pages visible only to the teacher or the administrator of the account. You may deselect any of these and add others at any time. Click the Save Settings button. On the Student Columns tab select the title information you would like to appear on the pages visible to you and the student. Title, ISBN, and Guided Reading Level are selected as the defaults for both the Student Page and Teacher Page. The last tab is for Password Management. Here you will be able to change your General Password as well as you Classroom Settings Password. Click the Update button to save your password changes. Once complete, save your settings and click Back to Admin. Teacher Columns Page Student Columns Page Password Management Page 5

8 Build Your Library Page Entering Your Books Entering Your Books You can enter the ISBN manually or scan the barcode for existing books. Note: An ISBN is a 10- or 13-digit code that is on the back of the book or on the back of the title page in the book. Once the ISBN is entered, click, Add, and the book information will auto-populate in the column fields you selected. Note: If the information does not appear, you will have to manually enter the data. This information will display in green. You can also enter a book or an item that does not have an ISBN. Please select the Add Book without ISBN button and add the information you want. The search field can help you locate a book in your library. This search box will search the title, author, and annotation fields of the items in your library. 6

9 Build Your Library Page Creating a Print-Friendly list of Your Library (Exporting titles to Excel) To export titles in your classroom to a list, choose Export to Excel. All available data fields will appear in the export. Adding Your Titles Using Excel You can also add books from an Excel spreadsheet by choosing Import from Excel. Download the template provided, enter the information you would like to display and save the file. Importing a Booksource Order If you have placed an order from Booksource that you want to enter into your library, choose Import Invoice. You will need to enter your Booksource account number from the packing slip and choose the correct invoice number from the list displayed. Verify school or district name is correct before selecting the invoice. Once the order is selected, all titles and quantities on the invoice will be displayed. Choose the title and quantities to store in your classroom and select Import. You can also scan in titles using our free iphone or Android app. For more information, click Scan ISBNs 5 Editing Your Title Informaton To change any fields, click Edit, make changes, and save by selecting Update. Any custom fields will display in green. 5 7

10 Build Your Library Page (cont.) Deleting a Title To remove an entire title from your library, choose Delete in the left-hand column. Deleting One Copy of a Title If you have multiple copies of a title, and you wish to delete one copy, select the Delete button on the right-hand side of the Title Details column. Adding Locations Add Locations by clicking Edit in the Title Details column to choose from your previously built locations. Adding Multiple Quantities of a Title To add more copies of a title after you have added it to your library, go to the Add drop down menu in the Title Details column. Select the amount of books you would like to add and click, Add. The books will default to the location of the original title. Teacher Book Review Review a book, or read reviews from other teachers by clicking the green Review quote box. Your reviews, subject to approval, will be posted on Booksource s website for other educators to read. Once finished, select Back to Admin. 8

11 manage my students To build your student roster, select Manage My Students from the Teacher Page. Enter the student s ID (free text field), first name, last initial, and reading level. To add an image from our images, choose Browse, and select an image. The image will not appear until you click Add. Note: images and ID will be visible to all students. Adding Students Using Excel You may also add students from an Excel spreadsheet by choosing Import from Excel. Download the template provided, enter the information you would like to display and save the file. Close the Excel Spreadsheet and upload the file. Note: If you copy and paste your roster from another source such as your school s website, please make sure you remove all formatting such as borders, fonts, and fills. Editing and Deleting Your Student Information To change any information in a student s record, click Edit. To remove students, click Delete next to the student s name. Note: Deleting a student will remove all information associated with a student including checkout history and reports. Deleting a student cannot be undone. You can delete your entire class by clicking Delete All Students Creating a Print-Friendly list of Your Students To export your students to a list, choose Export to Excel. All available data fields will appear in the export. After adding students, select Back to Admin. 9

12 the student page Checking Out a Book To check out a book, click Check Out. Students have the option to search their name or select it from the complete student list. Next, the student can search the title they are looking for by typing in a title, keyword or ISBN, scanning the barcode using a handheld scanner, or selecting from the book list (by clicking, View Booklist ). If you choose this option, the student will be prompted to select the condition of the book at checkout. Click Continue. After the Student clicks continue, the student will be taken to the Checkout confirmation page. From there student can click Finish if they are done checking books out or Check Out More if they want to check out another title. 10

13 the student page Returning a Book To return a book, click the Return arrow on the Student Page. Just like checkout, the student will have to select their name from the list or search for their name in the text box. Once the student selects their name, the checked out books will display. The student can return the book by clicking on Return. 11

14 Teacher page view reports feature View Reports After your Classroom Organizer has been in use, several reports will be available on the View Reports page. You will see an option for both Student Reports and Classroom Reports. Student Reports will show usage and performance bases on individual students. If you want to run a report for a student, select what report you would like to run, and then select the student. Classroom Reports show detail of your overall classroom library. Once a report is selected, you may choose from several options in the upper left-hand corner. You may print, , or export any report. When finished select Back to Reports or Back to Admin to return to the Teacher Page. 12

15 1230 Macklind Ave. St. Louis, MO

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