Talis
System Manager Manual, Vol.2a: Application Maintenance (v.9.0) - Online Utilities: Contents
Introducing Online Utilities and the System Manager Manuals
Introduction
Introducing the System Manager Manuals
How this Manual is Organised
Online Utilities
Accessing Online Utilities
Other Aspects of Application Maintenance
System Manager Manual Conventions
Reader Feedback
Managing Names
Introduction
Accessing Names Management
Authority Types
Accessing Authority Types
The Authority Types List
Circulation Names
Accessing Borrower Types (Circulation)
Using the Borrower Types (Names) List
Fields on the Names List
Adding Further Names
Leaving the Borrower Types (Names) List
Bookings Names
Item Names
Interloan Names
Using the Report Codes List
Locations Names
Departments
Site Profiles
Sites
Tills
Devices
Operators Names
Operator Profiles
Operators
OPAC Names: Search Restriction Lists
Languages
Search Formats List
Subscription Status Names
Output Names: Implementing Printing
Output Devices
Device Groups
Output Formats
Defining Standard Messages
Accessing Standard Messages
Using the Standard Messages Maintenance List
Adding New Standard Messages
Hot Key Templates
Using the Hot Key Templates List
Chapter Summary
Circulation Rules
Introduction
Accessing Rules Maintenance
Rule Grouping
Borrower Rules
Borrower Blocking Rules Maintenance
Editing the Borrower Blocking Rules Form
Borrower Type Rules Maintenance
Using Compound Prompt Bars
Editing Borrower Type Rules
Borrower Expiry
Loan Limit
Reservations Limit
Reservation Period
Reservation Charge
Booking Limit
Overdue Suppression
Adding Borrower Type Rules
Editing Existing Rules
Deleting Existing Rules
Validating each line of the Rule
Saving Borrower Type Rules
Charge Type Rules Maintenance
Accessing Charge Type Rules
Editing Charge Type Rules
Saving Charge Type Rules
Dead Days Maintenance
Editing Dead Days
Deleting Dead Days
Due Date Rules Maintenance
Editing Due Date Rules
Saving Due Date Rules
Fine Rules Maintenance
Editing Fine Rules
Saving Fine Rules
Hire Rules Maintenance
Editing Hire Rules
Saving Hire Rules
Loan Rules Maintenance
Editing Loan Rules
Loan Type ("Loan")
Roll
Due Dates
Reservation Charge
Saving Loan Rules
Loan Type Rules Maintenance
Editing Loan Type Rules
Saving Loan Type Rules
Open/Closing Times Maintenance
Editing Opening/Closing Times
Reservation Filter Rules Maintenance
Editing a Reservation Filter
Saving a Reservation Filter
Self Issue Rules Maintenance
Accessing Self Issue Rules
Using the Site Profile Prompt
Editing Self Issue Rules
Saving/Abandoning Self Issue Rules
Chapter Summary
Acquisitions Rules
Introduction
Accessing Acquisitions Rules Maintenance
Maintenance of Currencies
Accessing the Currencies List
Editing Currencies
Deleting Currencies
Saving Currencies
Maintenance of EDI Codes
Accessing the EDI Currency Codes List
Introducing the EDI Currency Codes List
Adding Currencies
Editing Existing Currencies
Deleting Currency Codes
Saving Currencies
Accessing the EDI Format Codes List
Using the EDI Format Codes List
Maintenance of Issue Predictions
Accessing Issue Prediction Sequences
Using the Issue Prediction Sequence Prompt
Creating a New Issue Prediction Sequence
Searching for an Issue Prediction Sequence
Completing the Issue Prediction Form
Removing Daily Issues
Building Issue Prediction Sequence Rows
Editing Issue Prediction Sequences
Using the Issue Prediction Rows List
Editing Issue Details
Defining Non-Standard Sequences
Generating Issues
Maintenance of Claim Parameters
Using the Claim Name Prompt
Creating a New Claim Sequence
Searching for a Claim Sequence
Completing the Claim Sequence Form
Maintenance of Financial Years
Accessing the Financial Years List
Editing the Financial Years List
Adding a New Financial Year
Editing Existing Years
Deleting Incorrect Years
Saving Financial Years
Resetting the Order Number Sequence
Accessing Order Number Maintenance
Re-starting the Order Number Sequence
Maintenance of Interloan Rules: Overview
Accessing Interloan Rules Maintenance
Defining Interloan General Rules
Accessing Interloan General Rules
Editing Interloan General Rules
Defining Interloan Request Number Sequences
Accessing Request Sequences
Searching for a Request Sequence
Completing the Request Sequence Form
Maintenance of Request Sequence Rules
Accessing Request Sequence Rules
Using the Request Sequence Rules List
Interloan Request Limits & Expiry Maintenance
Accessing the Request Limits and Expiry List
Using the Interloan Request Limits and Expiry List
Chapter Summary
Booking Rules
Introduction
Accessing Booking Rules Maintenance
Maintenance of Advanced Limits
Accessing the Advanced Limit List
Editing Advanced Booking Limits
Deleting Advanced Booking Limits
Saving Advanced Booking Limits
Booking Charts Maintenance
Accessing the Booking Charts Form
Editing Chart Types
Maintenance of Filter-Item Links
Accessing the Filter Item-Link List
Editing Filter-Item Links
Chapter Summary
Site Profile Rules
Introduction
Accessing Site Profiles Rules Maintenance
Using the Site Profile Prompt
Editing Site Profile Rules
Saving/Abandoning Site Profile Rules
Chapter Summary
OPAC Rules
Introduction
Accessing OPAC Rules Maintenance
Introducing Borrower Reservations Rules
Accessing OPAC Borrower Reservations
Defining OPAC Borrower Reservations Rules
Borrower Type and Site Profile
Public Reservation Charge
Public Reservation Limit
Public Recall Limit
Public Reservation Periods
Editable Date
Recall Due Soonest
Adding OPAC Borrower Reservations Rules
Editing Existing Rules
Deleting Existing Rules
Saving OPAC Borrower Reservations Rules
Introducing Collection Rules
Accessing Collection Rules
Defining Collection Rules
Collection
Item Category
Name
All
Line Validation
Removing lines
Saving Collection Rules
Introducing OPAC General Rules
Accessing General Rules
Defining OPAC General Rules
Site and Operator Profiles
Boolean Allowed
Wildcards Allowed
Maximum Stacked
Search Interrupt
Disabling Search Interrupts
Saving OPAC General Rules
Introducing Public Reservations Weightings
Accessing Public Reservation Weighting
Defining Public Reservation Weightings Rules
Borrower Types and Item Types
Weighting
Saving Public Reservations Weightings
Introducing Security Rules
Accessing Security Rules
Defining Security Rules
Site and Operator Profiles
OPAC Security Rules
Saving OPAC Security Rules
Customising the OPAC Work Detail Form
Introducing Work Detail Layout Rules
Accessing Work Detail Layout Rules
Defining Work Detail Layout Rules
Saving Work Detail Layout Rules
Accessing Work Detail Tags Rules
Defining Work Detail Tags
Saving Work Detail Tags
Chapter Summary
Access Points Rules
Introduction
Accessing Access Points Rules Maintenance
Author Tags Maintenance
Accessing the Author Tags List
Adding Author Tags
Editing Existing Author Tags
Deleting Author Tags
Saving Author Tags
Author Tag Rules Maintenance
Accessing the Author Tag Rules List
Navigation and Editing
Initial Articles Maintenance
Accessing the Initial Articles List
Navigation and Editing
Keyword Tags Maintenance
Accessing the Keyword Tags List
Navigation and Editing
Plurals Maintenance
Accessing the Plurals List
Navigation and Editing
Stopwords Maintenance
Accessing the Stopwords List
Navigation and Editing
Title Tags Maintenance
Accessing the Title Tags List
Navigation and Editing
Chapter Summary
Managing Enablements
Introduction
Accessing Enablement Names
Using the Enablement Names List
Adding Further Names
Leaving the Enablement Names List
Accessing Enablement Rules
Editing Enablement Rules
Saving Enablement Rules
Accessing Enablement Links
Editing Enablement Links
Adding Further Enablement Links
Override Enablements
Editing Existing Enablement Links
Leaving the Enablement Links List
Accessing Message Enablement Levels
Editing Message Enablement Levels
Adding New Operator Enablement Levels
Enablement Profile
Override Level
Deletion Level
Enablement Level Deletion
Leaving the Enablement Levels List
Chapter Summary
Bulk Options
Introduction
Accessing Bulk Options
Changing Item Locations In Bulk
Stating The New Site
Entering the Item Number(s)
Changing Item Status
Last Copy Delete
Project Loans
Accessing Project Loans
Defining Project Collections
Unlinking Items From Boxes
Bulk Barcode Allocation
Accessing Bulk Options
Identifying the Work and Items
Specifying Criteria for Item Selection
Using the Barcode Items List
Barcoding Items
Accepting Item Barcodes
Chapter Summary
Logon Procedure
Introduction
The Logon Form
Non-Editable Fields
Specifying Your Site
Entering or Modifying Your Current Site
Moving Between Fields
Specifying Your Current Till
Entering or Modifying Your Current Till
Re-Accessing The Logon Form
Accepting/Exiting the Logon Form
Logging On For The First Time
Having Logged On Earlier
Excluded Access to Borrowers
Introduction
Logon Problem Messages
Reading Lists
Introduction
Creating Reading Lists (Names)
Accessing Reading Lists (Names)
Using the Reading Lists (Names) List
Adding New Reading Lists
Editing Existing Lists
Deleting Reading Lists
Leaving the Reading Lists (Names) List
Linking Lists to Courses/Owners
Accessing Reading List Links
Using the Reading List Links List
Saving Reading List Links
Adding Works to a List
Saving Reading List Works List
Reading List References Sort Order
Sorting Reading List References: TAL_OPAC_RL_SORT
Chapter Summary
Implementation of Printing
Introduction
Implementation Overview
Other Printing Functions
Printing-Related Parameters
Setting-up Device Groups
Accessing Output Names
Output Devices
Device Groups
Output Formats
Printing-Related Environment Variables
TAL_OUTPUT_CONTROL
TAL_OUTPUT_DIR=/scratch/tal_output
STD_OUT_DEF
Using Output: Overview
Options at Output
Using Output: Initiating a Print Request
Using the Output Selection Form
Output Formats
Output Destinations
Number of References
Output Reference
Outputting the Current Screen
Treatment of Extended Characters
Print Cleanup Script
Chapter Summary
Collection Maintenance
Introduction
Accessing Collection Maintenance
Accessing Collection Maintenance from Reading Lists
Accessing Collection Maintenance from the Utilities Menu
The Collection Maintenance Prompt Bar
Entering an Item Barcode
Entering a Control Number
Searching OPAC
Entering a Borrower Name/Barcode
Using the Collection Maintenance Form
Fast Creation of a New Collection Maintenance Record
Fields on the Collection Maintenance Form
Actions Available on the Collection Maintenance Form
Using the Collection Maintenance Items List
How the Collection Maintenance Items List Operates
Adding Items to Collection Maintenance
Last Copy Deletion
Removing Items from Collection Maintenance
Closing the Collection Maintenance Items List
Enquiries By Borrower
Accessing the Requestor Enquiry List
Using the Requestor Enquiry List
Enquiries By Work
Using the Item Enquiry List
The Master Item Request
Setting Collection Maintenance Parameters
Accessing Collection Maintenance Rules
Using the Site Profile Prompt
Editing Collection Maintenance Rules
Default Item Type
Last Useful Date
Saving/Abandoning Collection Maintenance Rules
Chapter Summary
Interface Configuration
Introduction
Accessing Variable Menus
Using the Menus Prompt Bar
Editing Menus
The Menus Configuration Form
Saving a Modified Menu
Hot Key Navigation
Accessing Hot Key Template Definitions
Using the Hot Key Template Prompt Bar
The Hot Keys Definition Form
Defining Hot Keys
Saving a Modified Hot Key Template
Hot Key Navigation: General Information
Chapter Summary
Authority Tag Rules
Introduction
Accessing Authority Tags Rules Maintenance
Authority Tags Maintenance
Adding Authority Tag Rules
Editing Existing Authority Tag Rules
Deleting Authority Tag Rules
Saving Authority Tag Rules
Chapter Summary
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