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This allows you to define what options appear in the menus and in what order. This is defined separately for each broad category of user.

Typically you might add links for frequently-used processes such as adding a new catalogue record or loaning an item, to the top menu.

This page describes:

 


 

To access Menu Configuration, select System Management > Menu Configuration.

This takes you to the following page:

 

Menus for the different types of user (Admin, OPAC and Guest) are defined separately, which gives a great deal of flexibility in how options are presented to users.

 

Note that by default, no menus are assigned to the Guest user, so if you have Guest users using the OPAC, you need to add the menu items that you want to be available to them.

 

  1. In the middle of the screen, from the drop-down list select GLMS (for Library staff), OPAC or Guest, to determine which menu you wish to work on.
  2. Under the Unit Name section on the left hand side, click on the + symbol next to Global Menu to expand the tree and view menu options.

Adding an existing option to a menu

This section uses an example of adding a link to the main menu for adding a new catalogue record. You will need to know the name of the option that you want to add.

  1. Click on the menu that you want to add an option to, in this case "Global Home".
  2. The next step is to select the option you want to add. In the right hand section, click the Show All box, which then lists all options. Then either:
    1. scroll down to find the one you want; or,
    2. start typing the name of the option in the Name box, and all matching options will be displayed underneath
  3. For this example, select "New catalogue record", by ticking the box next to it, then clicking Attach.
  4. You will see the new option added to the tree on the left hand side.
  5. To see changes in the live menu bar, click on "Global Home".

Adding a new option to a menu

This section uses an example of adding a link to the main menu for a saved search.

  1. Click on the Saved Searches tab on the search screen
  2. Hover over the name of the saved search you want, right-click and select "Copy shortcut"
  3. Click on the menu that you want to add an option to, in this case "Global Home".
  4. Click Create Option.
  5. The following box appears:

     

  6. The following can be edited:

     

    Description:The description of the option that appears on the menu
    Process to Run:If the link is to go to a website, enter the URL here
    Menu Target:

    Select from the drop-down list how the new option is to be displayed:

    • Main Window
    • New Window
    • Main Window Content - opens the option in the Main Window, but replacing all other content except for the blue menu bar, for example:

    Generally, this option should be left as Main Window, except for a few options such as the Help Guide, which is better if opened in a New Window (otherwise you lose your place in the system).

    The Self Issue facility could be set to open in either New Window or Main Window Content.

     

    Language:If you have a multi-lingual system, select which language you want to define text for - otherwise this option can be ignored
    Display Text:If you have a multi-lingual system, enter the text for this option in the language selected above -  otherwise this option can be ignored
    Sequency:Ignore this option
    Edit Roles:Ignore this option
    Exclude Offices:Ignore this option
    Edit Required Modules:Ignore this option
  7. When you have finished, click Save to return to the main screen.
  8. You will see the new option added to the tree on the left hand side.
  9. To see changes in the live menu bar, click on "Global Home".

Editing a menu option

Certain properties of menu options can be edited.

  1. Navigate down the tree until you see the option that you want to edit, listed in the right hand section.
  2. Tick the box next to the option, and then click Edit Option.
  3. Make the required changes as described above, then click Save to return to the main screen.

Deleting an option from a menu

  1. Navigate down the tree until you see the option that you want to delete, listed in the right hand section.
  2. Tick the box next to the option, and then click Detach.
  3. To see changes in the live menu bar, click on "Global Home".
  4. The option will disappear from the tree display.
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