1. Public Library System
  2. Get started
Get started

Get Public Library System running in four steps.

Start with a small circulation cycle and clear handoff owners.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Public Library System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Public Library System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Public Library System for your library. Name the App Administrator, Collection Coordinator and independent Collection Reviewer who will run the first cycle.

Prepare the first operating cycle

Choose an organization, a few collection items and one representative loan. Agree item codes, patron references, copy codes, due dates and the evidence needed at issue and return. Follow that loan from request to return, then rehearse an interlibrary request that receives a recorded decision.

Review before release

Open Operations Overview with the team. Confirm that due work, pending decisions and operation exceptions lead back to their linked records. Ask a second staff member to trace the item, loan, custody events, decision and receipt. Check role access and attachment visibility with the people who will use the records.

Set up Public Library System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started