Description
The Options tab relates to settings that determine policies or treatment of content and / or the display of records in the OPAC. All changes are effected in real time.
When you click on the Options tab, the page displays as follows:
The table below explains the function of each setting:
| Setting | Module affected | Function | Applies to (users) | Default value | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Theme | General | Enter the name of the theme, which defines the appearance for the OPAC. If nothing is specified, the default Soutron theme will be used. At present, themes need to be created by Soutron. | [none] | ||||||||
| Default Submission Notification Email | Document Submission | The library email address to which notification of document submissions will be sent, unless individual library email address have been defined in the Notification Emails tab. | [none] | ||||||||
| Show Submit Document Menu Link | Document Submission | Determines whether the option to submit documents will be shown on the OPAC menu. | No | ||||||||
| Default Address Type | Requests | From the drop-down list, select whether the default address type in the Request Wizard will be Home, Work or Office. | [none] | ||||||||
| Default Office | General | If no default office is assigned, when the user accesses the application for the first time, they will see the office and language selection screen. Define a default office to prevent this. | [none] | ||||||||
| Default Display Language | General | The default language of the application (English) is automatically assigned to an OPAC. To allow users to select the language in the office and language selection screen, change this to [Select value]. | English | ||||||||
| Show Guest User login pop-up | Requests | If you allow Guest users (ie those who do not have to log in to the application initially) and allow them to make requests, if a user tries to make a request, they will be prompted to log in or enter their email address. To turn this off, set this to No. Either way, the user will be asked to enter their contact details. This will create a temporary borrower in the User module. If you are allowing Guest access for Copy Requests it is recommended that you leave this set to Yes to prevent a user borrowing more items than they are allowed. | Yes | ||||||||
| Show Content and Record Types Selection | Search | Determines whether the Content and Record Types selection box appears in the search screen or not | Yes | ||||||||
| Default Request Processing Office | Requests | From the drop-down list, select the office which will be the default for processing requests from this OPAC. | [None] | ||||||||
| Show Request Processing Office Selection | Requests | Leave this option as No to hide the ability for users to see which office will be processing the requests; select Yes to show it. | No | ||||||||
| Guest User Email Mandatory | Requests | Leave this option as Yes if Guest users have to enter an email address when making a request; select No if not, in which case telephone will be mandatory. | Yes | ||||||||
| Show Preferred Delivery Method Selection | Requests | If you do not allow users to choose their delivery method for requests, use this option to how or hide it in the Request Wizard screen. | Yes | ||||||||
| Show user notes in Request Wizard | Requests | This option applies only to Supply a Copy requests. Leave this option as Yes to allow the user to enter a note at the end of the address section when making a request. This information appears in the Supply a Copy notification email but NOT in Request Maintenance. Set this option to No for all other request types. | Yes | ||||||||
| Use Suggestion | Search | Determines whether the Use Suggestion option is turned on for text and rich text fields and Field Groups that have Suggestion enabled | No | ||||||||
| Use Thesaurus Selection Search | Search | Determines whether the Thesaurus selection search box appears in the search screen or not | No | ||||||||
| Use Thesaurus Selection Search in iframe | Search | This is no longer used in the application and can be ignored | No | ||||||||
| Reviews and Ratings Active | Search | Determines whether Reviews and Ratings are active or not for this OPAC, if you have a licence for this module. If this is enabled, it is available for all users of this OPAC. | No | ||||||||
| Show Office Selection | Search | Determines whether the Office selection box appears in the search screen or not | Yes | ||||||||
| Enable Summary Catalogue view | Search | Determines whether, from the search results table, the user then sees the Summary and Locations screen for a record or goes straight to the full record in this OPAC. This does not apply to Library staff, as they do not see the Summary and Locations screen.
If this setting is turned off, it overrides the OPAC Summary settings in Field Maintenance (old).
| OPAC | Yes | |||||||
| Show local copies only by default | Search | Determines whether the Summary and Locations screen shows only local copies by default or not. Users can toggle between seeing all copies or only copies from their local office. | No | ||||||||
| Show Locations on full record | Search | Determines whether the locations appear on the full record screen as well as on the OPAC Summary & Locations screen. | OPAC Admin | No | |||||||
| Expand Volume Copies by default | Search | In Locations screens the volumes will automatically open in expanded view when this is set to Yes. | No | ||||||||
| Allow request note | Requests | Yes | |||||||||
| Allow Submission Review | Document Submission | Yes | |||||||||
| Show catalogue statistics | Search | To hide the statistics box on the left hand window when viewing a catalogue record, select No. | Yes | ||||||||
| Show user name for loaned items | Search | Determines whether or not OPAC users can see the borrower name for items which are on loan.
It is highly recommended that this option is set to No as otherwise it reduces the efficiency of loans management. | OPAC | No | |||||||
| Enable RSS | Search | Determines whether or not RSS is enabled: this gives you the ability to set up and subscribe to feeds from the catalogue. | No | ||||||||
| Enable two lines search result grid | Search | Determines whether or not an additional line of fields displays underneath the first row in the search results table. | No | ||||||||
| Enable Reviews and Ratings from ALL OPACs | Reviews & Ratings | Determines whether or not Reviews and Ratings can be shown on all OPACs, providing the correct access permissions are in place for users. | OPAC Admin | No | |||||||
| Include Dependent Records By Default | Search | Determines whether or not amendments are included in the search by default. | OPAC Admin | Yes | |||||||
| Hide Search Result Sorting Settings Control | Search | Determines whether or not logged-in OPAC users can sort search results as they wish; library staff always have this option. | OPAC | No | |||||||
| Show Include Dependent Records checkbox | Search | Determines whether or not the "Include Dependent Records" checkbox is shown on the search screen, thus whether or not the user has a choice about amendments being included in the search.
| OPAC Admin | Yes | |||||||
| Enable search of attachments in All Fields Search | Search | Enables the tick box to determine whether or not the text of amendments are included in the All Fields search.
| OPAC Admin | Yes | |||||||
| Enable search of attachments by default | Search | Determines whether or not the text of attachments are included in the search by default. | OPAC Admin | Yes | |||||||
| Protect Record Images From Downloading | Search | No | |||||||||
| Submission User Telephone mandatory | Document Submission | Yes | |||||||||
| Submission User First Name mandatory | Document Submission | Yes | |||||||||
| Submission User Surname mandatory | Document Submission | Yes | |||||||||
| Submission User Email mandatory | Document Submission | Yes | |||||||||
| Use Default Advanced Search Screen | Search | Yes | |||||||||
| Use Default Advanced Thesaurus Search | Search | Yes | |||||||||
| Show Boolean Operators On Search | Search | Determines whether or not the Boolean operators are included on the search screen or not.
| OPAC Admin | Yes | |||||||
| Show "Search By Value Existence" For OPAC users | Search | Determines whether or not logged-in OPAC users can search for records where fields are either empty or contain data, where this has been enabled in Field Maintenance (old); library staff always have this option.
| OPAC | No | |||||||
| Show "Allow Related Terms" On Search | Search | Determines whether or not searches in thesaurus fields have the tick box option to also retrieve records which have been tagged with related terms
| OPAC Admin | Yes | |||||||
| Enable Collections | Search | Determines whether or not Collections (old) can be used in this OPAC | OPAC Admin | Yes | |||||||
| Include records with related terms in search result | Search | Determines whether or not searches in thesaurus fields also retrieve records which have been tagged with related terms. | OPAC Admin | Yes | |||||||
| Enable Highlighting | Search | Enables the highlighting of words or phrases that you have searched for, in search results and full record displays | Yes | ||||||||
| Enable Copyrights | Requests | Enables copyright protection on file and image downloads | Yes | ||||||||
| Default Phone Type | Search | Sets the default phone type in user records | [Select value] | ||||||||
| Search | Sets the default delivery method for requests: select Collection or Send from the drop-down list | [Select value] | ||||||||
| Show New Action in panels | Search | Enables the new search button | Yes | ||||||||
| Enable OPAC Save Search | Search | Enables saved searches | No | ||||||||
| Use/hide advanced controls: | Search | If set to NO advanced controls will be displayed on the portal advanced search page by default. | |||||||||
| Enable Record Enquire | Catalogue | ||||||||||
| Application base URL | System | The URL for the LMS, in the format http://servername/virtualdirectoryname, eg http://test.soutron.com/Library The virtual directory is usually "Library" but may not always be. | |||||||||
| Allow guest access | Users | If Set to No users must login before being presented with a Search screen | |||||||||
| OPAC base URL | System | The URL for the Portal, in the format http://servername/virtualdirectoryname, eg http://test.soutron.com/portal The virtual directory will be "Portal" | |||||||||
| Book to view max days | Requests | If using Book to View function for requests you can set the number of days ahead of the current date a user can select for the viewing | |||||||||
| Enable book cover empty image | Catalogue | If no book cover is available this default image can be applied to provide a more consistent look to your full record displays | |||||||||
| Field Specific Include Narrower Terms selected by default | Search | Will include narrower terms when searching thesaurus fields | |||||||||
| Show field specific Include Narrower terms for End Users | Search | Will show an option for users to de-select at time of search. Works in conjunction with above option. | |||||||||
| Show Narrower Terms checkbox for Roled users in All Fields Search | Search | If Set to Yes a checkbox will be shown under the all fields search box to allow users assigned a role to include narrower terms in all field searches | |||||||||
| Admin portal base URL | System | The URL for the Portal, in the format http://servername/virtualdirectoryname, eg http://test.soutron.com/admin The virtual directory will be "Admin" | |||||||||
| Show empty thesaurus search after lookup | |||||||||||
| Soutron API Base URL | System | The URL for the API, in the format http://servername/virtualdirectoryname, eg http://test.soutron.com/SoutronAPI The virtual directory will be "Portal" | |||||||||
| Search: Include Issue Records | Search | If enabled Issues received as part of a check-in will be included in search results. | No | ||||||||
| Search LMS: Show Include Issue Records | Search | Allows a toggle in the LMS so that issues can be included ad-hoc. | No | ||||||||
| Search Portal: Show Include Issue Records | Search | Allows a toggle in the Portal so that issues can be included ad-hoc. | No | ||||||||
| Include Issue in Acquisition Suggest | Search | If enabled Issue records will be returned when searching using suggestion in Acquisition search | No | ||||||||
| Allow Password Reset | System | Enables an option for users to reset their own password. Displayed as part of the [LOGIN] marco. | No | ||||||||
| Allow User Self Registration | System | Allows users to register for an account on the Portal. |
| Displayed as part of the [LOGIN] marco. | No | |||
| Disable Cookie Policy | System | Used to prevent Cookie notice displaying to users of the Portal. | Yes | |
| Allow Request Visit Date Today | Requests | When enabled it allows Book to view requests to be set for the current day. | No | |
| Show Scope Note for Search Catalogues | Search | Enables scope note hover icons in thesaurus lookup on the portal advanced search | No | |
| Show Scope Note for Catalogue Edit | Search | Enables scope note hover icons in thesaurus lookup on the document submission edit. | No |
Completing the process
When you have finished, click Save in the Actions menu, or Save and Close to return to the list of OPACs.