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Aeon Documentation for Yale Special Collections: Staff Client Basics

This guide provides information for Yale special collections staff members who are using Aeon to register patrons and provide assistance to patrons with their Aeon accounts.

Logging In & Changing Your Password

 

Logging into Aeon

In order to open the Aeon Staff Client and log in, first find the following icon on your computer desktop. Open it by either double-clicking on it, or by right-clicking on it and selecting 'Open' from the drop-down list. If the Aeon Client icon is not on your desktop you may need to look under the Start menu for All Programs --> Atlas Systems --> Aeon --> Aeon Client. You can right-click on the Aeon Client icon in your Start menu to either pin it to your Start menu or create a desktop shortcut, whatever you prefer to make it easier to find and launch on a routine basis.

Do not confuse the general Staff Client icon, labeled simply Aeon Client, with either the Aeon Staff Manager or the Aeon Customization Manager icons, which have a similar red background. Only a limited number of YUL staff members have access to the administrative functionalities enabled through these other icons.

When you see the actual Aeon logon screen, as illustrated below, use your Yale NetID in the Username field and the generic password that you were sent in an email in the Password field, and click the OK icon, which will highlight when you start typing. It is important to note that although your NetID is your Aeon Username, this is not a Yale CAS logon. Your Aeon Password will not match your CAS logon password unless you change it to match (this is especially important when Yale's CAS system forces you to change your CAS password). See the note at the bottom of this page for instructions on how to change your Aeon Password.

If you did not receive a generic password for your initial logon, please request one by posting to the Aeon Teams Channel.  Requests to join the Teams channel can be directed to Steve Ross (s.ross@yale.edu), Trip Kirkpatrick (trip.kirkpatrick@yale.edu), or Moira Fitzgerald (moira.fitzgerald@yale.edu). 

You will know that your login was successful when you see a screen resembling the image below.

 

Changing your password

IMPORTANT NOTE: Once you've logged in for the first time with the generic password you were provided, please change your Aeon Staff Client password to something only you know and that you will readily remember. To do this, click on the three horizontal lines (the "hamburger") in the upper left-hand corner of the Aeon Staff Client Home screen, as indicated by the red arrow in the illustration below, and choose Change Password from the drop-down menu. Follow the very simple instructions to change your password.  The password requirements are outlined on in documentation on Atlas's website.

Checking to see who is logged on if you use a workstation and the Aeon Staff Client is already open

You can see who is currently logged on to the Aeon Staff Client on a workstation, and also switch logins to your own. To do this, click on the hamburger menu(indicated by the red arrow in the illustration above) and in the drop-down box that opens, the username indicated in position 0 under Recent Staff: is the person currently logged in. To login as yourself, choose the Login As ... icon in the lower right-hand corner of the drop-down box, as indicated by the red arrow below. This will trigger the display of a pop-up Aeon login screen and you'll follow the standard logon process outlined at the beginning of this page (if asked to "Save layout changes" for the person currently logged in, click Yes and continue).

With few exceptions (such as where a generic staff logon is used), it is important for the purposes of security and tracking materials that have gone astray to be able to rely on Aeon's indication of who completed a certain transaction. If you're working on a shared staff workstation, or someone else's workstation, you should check to see who is logged on--and log on as yourself if it isn't you--before completing a patron transaction in the Aeon Staff Client. This takes less than a minute. If you're leaving a workstation where you anticipate someone else will need to logon to the Aeon Staff Client, you can click on the Login As ... icon before leaving, and leave your workstation desktop as illustrated below, awaiting the next staff member's log in.

 

Changing User Preferences in the Aeon Staff Client: Printer Setup & Notifications

Once you have logged in, you will likely want to change a few user options.

 

Printer Setup

To change your printer setup, go to the three horizontal lines in the top left corner of the home screen (the hamburger menu) and select "Printer Setup". 

The Printer Configurations window will open.  Note: If you have never printed from Aeon before, you will not see any entries here.  You will have to print one item (for example, a call slip) in order for this window to populate.

In the window, you should see an entry for one or more printers you have previously used.  Each one has two check boxes. 

  • If the "Prompt" check box is checked, you will be prompted to select a printer each time you print. 
  • If the "Edit' check box is checked, the document you wish to print will open in Word first each time you print.  For service desk and most other situations, it is recommended that you uncheck both boxes.

Turning Off Notifications

By default, Aeon displays a popup window every time there is a new patron registration or a new request for reading room or digitization.  Most staff prefer to turn these notifications off. 

 

1. Go to the three line "hamburger" menu in the top left of the screen.  Click on the "options" button.

2. Uncheck the boxes indicated below to stop notifications. Adjust other settings as desired.

  • Show new loan request alert
  • Show new photoduplication request alert
  • Show new user alert
  • Play a sound for new requests
  • Play a sound for new users