Staff guides
Documentation
Short guides for library staff. Most tasks take a few minutes.
01
Getting started
From a blank account to a live public list in under an hour.
Read the guide
02
The quick launcher (⌘K)
Find any database, vendor, or invoice, and jump anywhere, from the keyboard.
Read the guide
03
Importing and exporting CSV
Bring your existing list in, preview before writing, keep a backup.
Read the guide
04
Proxies and off-site access
EZproxy, OpenAthens, and what to do when the proxy goes down.
Read the guide
05
Vendors, agreements, invoices, renewals
Track what you pay, split costs across databases, never miss a renewal.
Read the guide
06
Usage reports and spend
Clicks, cost per click, empty searches, fiscal-year presets.
Read the guide
07
Subject librarians
Put a real person on every database page.
Read the guide
08
API and embeddable widget
Show the list on your own website, or read it as JSON.
Read the guide
09
Single sign-on
Patrons sign in with their library account to see shared logins; staff sign in the same way.
Read the guide
10
Privacy
What RefBytes A-Z stores and what it never does.
Read the guide