Talis OPAC Reference Manual (v.10.0): Contents

• 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

  Section One: Searching OPAC

• 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

  Section Two: OPAC General Conventions

• 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
  • 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

  Section Three: Other OPAC Options

• 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

  Section Four: OPAC System Management

• 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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