Using Aspen LiDA
After the user has downloaded either the community version or the branded version of Aspen LiDA, they will need to find their library to login.
On the community version of the app, they will see the Aspen LiDA logo when it launches.
On the branded version, they will see their library logo.
They can use Geolocation and/or click on Select Your Library to be presented with a list of libraries to choose from.
Use the search to find their library.
Next, they will be presented with a login screen where they will use the same credentials (exp: library barcode and pin/password) that they use to login to Aspen Discovery and your ILS.
When a user logins to Aspen LiDA, the default view will be Discover.
This is the equivalent to the browse categories view in Aspen Discovery.
Users can click on x Hide next to any of the browse bategories that they do not want to see.
As it is in Aspen Discovery, the Discover view in Aspen LiDA will contain staff-created browse categories as well as the personazlied browse categories for Recommended For You, Your Lists, and Your Saved Searches.
To increase speed, Aspen will load 5 browse categories.
If users scroll to the bottom of the Discover page, they will see Load All Categories.
If they click on Load All Categories, this will load any additional staff-created or personalized browse categories.
At the bottom of that list, they will have the options of Manage Categories and Refresh Categories.
If they click into Manage Browse Categories, this will allow them to turn off/on browse categories that show in the future.
Note: They can also get to this management section from Account > Preferences > Manage Browse Categories.
If they click on Refresh Categories, that will update the Discover view with any new titles, browse categories or changes to the personalized browse catgories.
When users click on Search, they will see a search bar at the top.
If the library has any Quick Searches set up, these will be displayed here as well.
If a search has no results, users will be prompted to Try a new search. Clicking on this will pop them back to the search box. They can also use the back arrow.
When they have a successful search, they will clearly see which formats are available for each title in the search result display.
There will be a variety of filters available at the top. If they click on Filters, they will see the options of what is available. By clicking on the filters along the top, they can narrow down the results. Slide left to right to view the filter options.
Facets can also be searched. This is great for things like subjects, where you may want to get an idea of everything related to a certain topic - like mystery, thriller, cooking, gardening - you may discover subjects and areas you didn't even know your library carried!
When they click into a title, they will see the Item Details.
Information such as Format options, Language, and copy details such as publisher and year will display.
Information will also be available on the status and if they are able to Place Hold or Checkout (for econtent). They can even add an item to a list with Add to List.
Further down, there is a description of the item.
They can also click on Where is it? to see the information for locating the item including the library name, shelving location, and call number.
In the Card section of Aspen LiDA, the user will see their library card and will be presented with a scannable barcode.
The screen will automatically brighten to make the barcode easier to scan.
They will also see the library's logo and their Home Library location displayed.
If the user is using Linked Accounts, they will see multiple barcodes here.
They can swipe between the different accounts.
If the library has a longer barcode and in Aspen Administration > Aspen LiDA > General Settings > Automatically rotate the library card screen to landscape is checked, then the card will automatically rotate.
If users click on ...More, they will see:
If users click into Contact, they will be taken to the Location information related to their Home Library.
Users will see any location description and opening hours.
Users will also have the option to Call the Library, Email a Librarian, and Get Directions.
- Call the Library will pop up the phone number to call the library
- Email a Librarian will pop open a user's email to email the library
- Get Directions will pop up map options from map apps installed on the user's phone
Note: This information comes in directly from Aspen Administration > Locations. Learn More on setting up Location and Hours information.
When users click on Account, an acount drawer display will pop open on the left hand side of the screen.
The user's name and Home Library will be present along the top.
Users will also see any patron messages that would also be displaying in Aspen Discovery.
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To see checked out titles, click on Account to open the account drawer.
When users click on Account > Check Out Titles, they will be taken to a screen showing their checkouts with Title, Author, Format, and Due Date.
If using Linked Accounts, the user will also find the Checked Out To information helpful.
Users can Renew All Titles at the top or click on an individual title to manage it.
When a use clicks on a title, a pop up will display any renewal options they might have. They can also click on View Item Details to be taken to the detailed record view of that title.
Clicking the arrow at bottom of checkouts will refresh the user's screen.
In the Account drawer view, a user will see the number of Titles on Hold they have. In addition, any holds ready for pickup will be clearly marked as such.
When a user clicks on Account > Titles on Hold, they will see an overview of all the holds on their account.
The user will see the status of each of their holds, including if it is Ready for Pickup or Pending, as well as if it was Frozen by the user until a certain date. For any pending holds, they will see the position they are in.
Additionally any holds Ready for Pickup will be sorted to the top in their own Holds Ready for Pickup section.
Users can also Sort Holds and Filter holds.
For users with Linked Accounts, they will find the On Hold For names helpful.
If they can make adjustments to their hold(s), they will see a checkbox next to the title. They can select multiple titles to manage by checking the boxes. Once selected, a window will pop up to Cancel holds, Freeze holds and/or Thaw holds.
If they click on an individual title, options will pop up for that hold such as View Item Details (it will take you into the record), Cancel Hold, Freeze Hold, and Change Hold Pickup Location.
Users can create, manage, and add items to lists in Aspen LiDA.
To see lists, users can go to Account > Lists.
Once a user clicks on Lists, they will see all the lists they have.
Users can also +Create a New List from here.
Users will see when the list was last updated and how many items are on each list.
When a user clicks into a list, they can Sort lists by:
- Sort by Title
- Sort by Date Added
- Sort by Recently Added
- Sort by User Defined
or Edit list, Delete List, or Delete specific items.
When users are searching within Aspen LiDA, they will see the Add to List option underneath titles. They will also see this option within the Item Details.
When clicked on, this will pop up a window where users can choose which list to add the item too or they can Create a new list.
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To see Saved Searches, click on Account to pop open the account drawer.
When a user clicks into Account > Saved Searches, they will see any Saved Searches they have and when it was created.
If a user clicks into one of their Saved Searches, it will take them into that search.
If users have not opted into Reading History, they will see a screen like this when they first click on it:
Users can Start Recording My Reading History from either Aspen LiDA or Discovery.
If users already have Reading History turned on in Aspen they will see titles already loaded in their Reading History. The Privacy Notice is collapsed by default but can be expanded at any time.
Users can Sort Reading history by:
- Sort By Title
- Sort By Author
- Sort By Last Used
- Sort By Format
Users can Stop Recording My Reading History at any time from Aspen LiDA or Discovery.
Users can Delete All or if a user holds down on an item, they can View Item Details (and be taken into the record in the catalog) or Delete Item from Reading History all together.
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If users click on Account, they will see a Profile option in the account drawer.
The user Profile contains information pulled in from their patron account including address, phone, and email address.
To manage Linked Accounts, click on Account to pop out the account drawer.
When a user clicks on Account > Linked Accounts, they can see any accounts they have added as Linked Accounts, as well as see anyone who is linking to them.
Users can click on Add an Account to add a Linked Account.
Then, they will be asked for the linkees' Library Card Number and Pin/Password.
Once they click Add Account, the accounts will be linked.
A Linked Account will allow you to manage the check out and holds for other user(s) without having to log in and out into various accounts.
To access user Preferences, click on Account to pop open the account drawer.
When users click on Account > Preferences, they will see two options:
> Manage Browse Categories
> Manage Notifications
When users click on Manage Browse Categories, they will see a list of all the browse categories they can turn on/off on their Discover home screen. Users can also access these options at the bottom of their Discover view.
When users click on Manage Notifications, they will be presented with the option to Allow Notifications. If not enabled yet, they might be taken into their phone settings to Allow Notifications in LiDA.
Users will want to toggle Allow Notifications On and then toggle on which notifications they want on from: Saved Searches, Alerts from your library and/or Alerts about my library account.
Learn more about setting up and managing custom notifications in Aspen LiDA.
To enable dark mode, click on Account to pop open the account drawer.
Click on the moon🌙 icon. This will automatically change the view to dark mode. Users can change back to the default view by clicking on the sun ☀️ icon.