Talis
OPAC Reference Manual (v.10.0)
Introduction to the
Talis
OPAC Manual
Scope of the OPAC Manual
Staff and Public OPAC
OPAC Welcome Screen
Top Level Action Bar
How This Manual is Organised
Section One: Searching OPAC
Section Two: OPAC General Conventions
Section Three: Other OPAC Options
Section Four: OPAC System Management
OPAC Reference Manual Conventions
Search Types
Author Searching
Title Searching
Keyword Searching
Author/Title Searching
Author/Keyword Searching
Subject Searching
Classification Number Searching
Control Number Searching
Searching Reading Lists
Owner Search
Name Search
Course Search
Search Results
Reading List References Sort
Excluding Access to Borrower Information at Other Sites
Chapter Summary
Search Techniques
Introduction
Related Searches
Related Author Searching
Related Class Searching
Search Restriction
Introduction
Novice Mode Search Restriction
Expert Mode Search Restriction
Search Results
Setting-up Restrictor Searching
How Search Restrictors are Built
Performance Tuning
User Education
Search Restriction: Summary
Expert Searching
Search Restrictors
Expert Search Conventions
Type-Ahead
Search Stacking
Types of Search Stacking
Explicit Stacking
Implicit Search Stacking
Chapter Summary
OPAC Navigation
Introduction
Indexes
Indexes: Anatomy
The References List
Display of Reference Counts: Anatomy
Sort Variables
Environment Variables for Sorting Results
Sorting Search Results: Implementation
The Series List
The Series List: Anatomy
Conditions for Entry
The Volumes List
Serials Check-in Display
Serials-Related Enablements for
Talis
OPAC
Navigation: Serial Holdings, Volumes & Check-in Issues
Serial Holdings List
Serial Holdings List
The Recent Issues Received List
The Recent Issues Received List: Anatomy
Options Available
Enablements and Other Considerations
The Serial Issues List
The Serial Issues List: Anatomy
Serial Issues-Related Environment Variables
Options Available
The Serial Volumes List
The Locations List
Locations List: Anatomy
Location-Specific Collections
Shelfmark Information
Suppressing Copies
Location Details
Location Details List: Anatomy
Item Notes
Title Detail Screen
Types of Work
Customising the Title Details Display
Scrollable Information Above/Below
Browsing Title Details
Chapter Summary
Common Function Keys
Generic Function Keys
Help
Output Results from OPAC
Expand Notes
Supplier Reports
Browsing Records
Accessing Title Details
Renew
Cancel
Holdings Information
Volumes Information
Options
Related
Reserve
Limit
Output
Location
Title
Search Restriction
Quitting
Accessing the Search Menu
Non-Standard Function Keys
Chapter Summary
Borrower Services
Introduction
Accessing Borrower Services
The Loans List
Renewing Loans
Implementing Public Renewals
Defining OPAC User Enablements
Defining Circulation Rules
The Reservations List
Cancelling Reservations
Implementing Public Reservations
Pre-conditions
Defining Reservation Filter Rules
Defining Borrower Reservation Rules
Setting Public Reservation Weightings Rules
Exception Conditions
Using/Testing OPAC Public Reservations
The Charges List
Chapter Summary
Collection Management
Introduction to Collection Management
Creating a Collection
Listing Existing Collections
Defining a Collection Name
Defining Selection Criteria
Testing a Collection's Selection Criteria
Building Collections and Indexes
Making Your Catalogue Available
Locked-in Collections
Copy Masking
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
Collection Rules
Accessing Collection Rules
Defining Collection Rules
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
OPAC Access Points
Introduction
Rebuilding OPAC Indexes
Rules for Building Indexes (Tag Rules)
AUTHOR_TAG_RULE
KEYWORD_TAG
TITLE_TAG
Classification Build
Number Index Build
Auto_access_points
Checklist for Running auto_access_points
Running Access Points Manually
Running Access Points Automatically
auto_access_points: Processing Types
Authority Access Points
Breakdown of the access_points process
Access Points Reports
Errors
Allowable Errors
Important Errors
Progress Checking
Access Points Disk Requirements
Stopping "auto_access_points"
Updating OPAC Indexes Overnight
What Gets Processed
Running Updates Automatically
Interrupting "update_daily_access_points"
Report Files
Chapter Summary
OPAC-Related Environment Variables
Introduction
OPAC Environment Variables
Printing Related Environment Variables
Self-Service-Related Environment Variables
Chapter Summary
System Parameters
Introduction
Sybase Connections
System Kernel Parameters
Setting-up an OPAC User
Outline Procedure
Exiting from OPAC
Chapter Summary
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