Settings Overview

The settings are grouped together in separate tables based on functions and modules, which are affected by the setting. They are in the same sequence as you see in the staff client. Each table describes the available settings in the group and shows which can be changed on a per-library basis. At the bottom is the table with a list of data types with details about acceptable settings values.

Table 67.1. Acquisitions

SettingDescriptionData typeNotes

Allow funds to be rolled over without bringing money along

Allow funds to be rolled over without bringing the money along. This makes money left in the old fund disappear, modeling its return to some outside entity.

True/False

Allows patrons to create automatic holds from purchase requests.

Allows patrons to create automatic holds from purchase requests.

True/False

Default circulation modifier

Sets the default circulation modifier for use in acquisitions.

Text

Default copy location

Sets the default copy location(shelving location) for use in acquisitions.

Selection list

Fund Spending Limit for Block

When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will be blocked.

Number

Fund Spending Limit for Warning

When the amount remaining in the fund, including spent money and encumbrances, goes below this percentage, attempts to spend from the fund will result in a warning to the staff.

Number

Rollover Distribution Formulae Funds

During fiscal rollover, update distribution formalae to use new funds

True/False

Set copy creator as receiver

When receiving a copy in acquisitions, set the copy "creator" to be the staff that received the copy

True/False

Temporary barcode prefix

Temporary barcode prefix added to temporary item records.

Text

Temporary call number prefix

Temporary call number prefix

Text

Upload Activate PO

Activate the purchase order by default during ACQ file upload

True/False

Upload Create PO

Create a purchase order by default during ACQ file upload

True/False

Upload Default Insufficient Quality Fall-Thru Profile

Default low-quality fall through profile used during ACQ file upload

Selection List

Match Only Merge and Full Overlay are the selections.

Upload Default Match Set

Default match set to use during ACQ file upload

Selection List

Can be set to authority test or biblio

Upload Default Merge Profile

Default merge profile to use during ACQ file upload

Selection List

Match Only Merge and Full Overlay are the selections.

Upload Default Min. Quality Ratio

Default minimum quality ratio used during ACQ file upload

Number

Upload Default Provider

Default provider to use during ACQ file upload

Selection List

This list is populated by your Providers.

Upload Import Non Matching by Default

Import non-matching records by default during ACQ file upload

True/False

Upload Load Items for Imported Records by Default

Load items for imported records by default during ACQ file upload

True/False

Upload Merge on Best Match by Default

Merge records on best match by default during ACQ file upload

True/False

Upload Merge on Exact Match by Default

Merge records on exact match by default during ACQ file upload

True/False

Upload Merge on Single Match by Default

Merge records on single match by default during ACQ file upload

True/False


Table 67.2. Booking and Cataloging

SettingDescriptionData typeNotes

Allow email notify

Permit email notification when a reservation is ready for pick-up.

True/false

Elbow room

Elbow room specifies how far in the future you must make a reservation on an item if that item will have to transit to reach its pick-up location. It secondarily defines how soon a reservation on a given item must start before the check-in process will opportunistically capture it for the reservation shelf.

Duration

Default Classification Scheme

Defines the default classification scheme for new call numbers: 1 = Generic; 2 = Dewey; 3 = LC

Number

It has effect on call number sorting.

Default copy status (fast add)

Default status when a copy is created using the "Fast Item Add" interface.

Selection list

Default: In process

Default copy status (normal)

Default status when a copy is created using the normal volume/copy creator interface.

Selection list

Defines the control number identifier used in 003 and 035 fields

Text

Delete bib if all copies are deleted via Acquisitions line item cancellation.

True/False

Delete volume with last copy

Automatically delete a volume when the last linked copy is deleted.

True/False

Default TRUE

Maximum Parallel Z39.50 Batch Searches

The maximum number of Z39.50 searches that can be in-flight at any given time when performing batch Z39.50 searches

Number

Maximum Z39.50 Batch Search Results

The maximum number of search results to retrieve and queue for each record + Z39 source during batch Z39.50 searches

Number

Spine and pocket label font family

Set the preferred font family for spine and pocket labels. You can specify a list of fonts, separated by commas, in order of preference; the system will use the first font it finds with a matching name. For example, "Arial, Helvetica, serif".

Text

Spine and pocket label font size

Set the default font size for spine and pocket labels

Number

Spine and pocket label font weight

Set the preferred font weight for spine and pocket labels. You can specify "normal", "bold", "bolder", or "lighter".

Text

Spine label left margin

Set the left margin for spine labels in number of characters.

Number

Spine label line width

Set the default line width for spine labels in number of characters. This specifies the boundary at which lines must be wrapped.

Number

Spine label maximum lines

Set the default maximum number of lines for spine labels.

Number


Table 67.3. Circulation

SettingDescriptionData typeNotes

Auto-extend grace periods

When enabled grace periods will auto-extend. By default this will be only when they are a full day or more and end on a closed date, though other options can alter this.

True/False

Auto-extending grace periods extend for all closed dates

It works when the above setting "Auto-Extend Grace Periods" is set to TRUE. If enabled, when the grace period falls on a closed date(s), it will be extended past all closed dates that intersect, but within the hard-coded limits (your library’s grace period).

True/False

Auto-extending grace periods include trailing closed dates

It works when the above setting "Auto-Extend Grace Periods" is set to TRUE. If enabled, grace periods will include closed dates that directly follow the last day of the grace period. A backdated check-in with effective date on the closed dates will assume the item is returned after hours on the last day of the grace period.

True/False

Useful when libraries' book drop equipped with AMH.

Block hold request if hold recipient privileges have expired

True/False

Cap max fine at item price

This prevents the system from charging more than the item price in overdue fines

True/False

Charge fines on overdue circulations when closed

When set to True, fines will be charged during scheduled closings and normal weekly closed days.

True/False

Checkout fills related hold

When a patron checks out an item and they have no holds that directly target the item, the system will attempt to find a hold for the patron that could be fulfilled by the checked out item and fulfills it. On the Staff Client you may notice that when a patron checks out an item under a title on which he/she has a hold, the hold will be treated as filled though the item has not been assigned to the patron’s hold.

True/false

Checkout fills related hold on valid copy only

When filling related holds on checkout only match on items that are valid for opportunistic capture for the hold. Without this set a Title or Volume hold could match when the item is not holdable. With this set only holdable items will match.

True/False

Checkout auto renew age

When an item has been checked out for at least this amount of time, an attempt to check out the item to the patron that it is already checked out to will simply renew the circulation. If the checkout attempt is done within this time frame, Evergreen will prompt for choosing Renewing or Check-in then Checkout the item.

Duration

Do not change fines/fees on zero-balance LOST transaction

When an item has been marked lost and all fines/fees have been completely paid on the transaction, do not void or reinstate any fines/fees EVEN IF "Void lost item billing when returned" and/or "Void processing fee on lost item return" are enabled

True/False

Do not include outstanding Claims Returned circulations in lump sum tallies in Patron Display.

In the Patron Display interface, the number of total active circulations for a given patron is presented in the Summary sidebar and underneath the Items Out navigation button. This setting will prevent Claims Returned circulations from counting toward these tallies.

True/False

Hold shelf status delay

The purpose is to provide an interval of time after an item goes into the on-holds-shelf status before it appears to patrons that it is actually on the holds shelf. This gives staff time to process the item before it shows as ready-for-pick-up.

Duration

Include Lost circulations in lump sum tallies in Patron Display.

In the Patron Display interface, the number of total active circulations for a given patron is presented in the Summary sidebar and underneath the Items Out navigation button. This setting will include Lost circulations as counting toward these tallies.

True/False

Invalid patron address penalty

When set, if a patron address is set to invalid, a penalty is applied.

True/False

Item status for missing pieces

This is the Item Status to use for items that have been marked or scanned as having Missing Pieces. In the absence of this setting, the Damaged status is used.

Selection list

Load patron from Checkout

When scanning barcodes into Checkout auto-detect if a new patron barcode is scanned and auto-load the new patron.

True/False

Long-Overdue Check-In Interval Uses Last Activity Date

Use the long-overdue last-activity date instead of the due_date to determine whether the item has been checked out too long to perform long-overdue check-in processing. If set, the system will first check the last payment time, followed by the last billing time, followed by the due date. See also "Long-Overdue Max Return Interval"

True/False

Long-Overdue Items Usable on Checkin

Long-overdue items are usable on checkin instead of going "home" first

True/False

Long-Overdue Max Return Interval

Long-overdue check-in processing (voiding fees, re-instating overdues, etc.) will not take place for items that have been overdue for (or have last activity older than) this amount of time

Duration

Lost check-in generates new overdues

Enabling this setting causes retroactive creation of not-yet-existing overdue fines on lost item check-in, up to the point of check-in time (or max fines is reached). This is different than "restore overdue on lost", because it only creates new overdue fines. Use both settings together to get the full complement of overdue fines for a lost item

True/False

Lost items usable on checkin

Lost items are usable on checkin instead of going home first

True/false

Max patron claims returned count

When this count is exceeded, a staff override is required to mark the item as claims returned.

Number

Maximum visible age of User Trigger Events in Staff Interfaces

If this is unset, staff can view User Trigger Events regardless of age. When this is set to an interval, it represents the age of the oldest possible User Trigger Event that can be viewed.

Duration

Minimum transit checkin interval

In-Transit items checked in this close to the transit start time will be prevented from checking in

Duration

Patron merge address delete

Delete address(es) of subordinate user(s) in a patron merge.

True/False

Patron merge barcode delete

Delete barcode(s) of subordinate user(s) in a patron merge

True/False

Patron merge deactivate card

Mark barcode(s) of subordinate user(s) in a patron merge as inactive.

True/False

Patron Registration: Cloned patrons get address copy

If True, in the Patron editor, addresses are copied from the cloned user. If False, addresses are linked from the cloned user which can only be edited from the cloned user record.

True/False

Printing: custom JavaScript file

Full URL path to a JavaScript File to be loaded when printing. Should implement a print_custom function for DOM manipulation. Can change the value of the do_print variable to false to cancel printing.

Text

Require matching email address for password reset requests

True/False

Restore Overdues on Long-Overdue Item Return

True/False

Restore overdues on lost item return

If true when a lost item is checked in overdue fines are charged (up to the maximum fines amount)

True/False

Specify search depth for the duplicate patron check in the patron editor

When using the patron registration page, the duplicate patron check will use the configured depth to scope the search for duplicate patrons.

Number

Suppress hold transits group

To create a group of libraries to suppress Hold Transits among them. All libraries in the group should use the same unique value. Leave it empty if transits should not be suppressed.

Text

Suppress non-hold transits group

To create a group of libraries to suppress Non-Hold Transits among them. All libraries in the group should use the same unique value. Leave it empty if Non-Hold Transits should not be suppressed.

Text

Suppress popup-dialogs during check-in.

When set to True, no pop-up window for exceptions on check-in. But the accompanying sound will be played.

True/False

Target copies for a hold even if copy’s circ lib is closed

If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the Org Unit’s closed dates.).

True/False

Set the value to True if you want to target copies for holds at closed circulating libraries. Set the value to False, or leave it unset, if you do not want to enable this feature.

Target copies for a hold even if copy’s circ lib is closed IF the circ lib is the hold’s pickup lib

If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the Org Unit’s closed dates) IF AND ONLY IF the copy’s circ lib is the same as the hold’s pickup lib.

True/False

Set the value to True if you want to target copies for holds at closed circulating libraries when the circulating library of the item and the pickup library of the hold are the same. Set the value to False, or leave it unset, if you do not want to enable this feature.

Truncate fines to max fine amount

True/False

Default:TRUE

Use Lost and Paid copy status

Use Lost and Paid copy status when lost or long overdue billing is paid

True/False

Void Long-Overdue Item Billing When Returned

True/False

Void Processing Fee on Long-Overdue Item Return

True/False

Void longoverdue item billing when claims returned

True/False

Void longoverdue item processing fee when claims returned

True/False

Void lost item billing when claims returned

True/False

Void lost item billing when returned

If true,when a lost item is checked in the item replacement bill (item price) is voided.

True/False

Void lost item processing fee when claims returned

When an item is marked claims returned that was marked Lost, the item processing fee will be voided.

True/False

Void lost max interval

Items that have been overdue this long will not result in lost charges being voided when returned, and the overdue fines will not be restored, either. Only applies if Circ: Void lost item billing or Circ: Void processing fee on lost item are true.

Duration

Void processing fee on lost item return

Void processing fee when lost item returned

True/False

Warn when patron account is about to expire

If set, the staff client displays a warning this number of days before the expiry of a patron account. Value is in number of days.

Duration


Table 67.4. Credit Card Processing

SettingDescriptionData typeNotes

AuthorizeNet login

Authorize.Net Username

Text

Obtain from Authorize.Net at http://www.authorize.net

AuthorizeNet password

Authorize.Net Password

Text

Obtain from Authorize.Net

AuthorizeNet server

Required if using a developer/test account with Authorize.Net.

Text

Enter the server name from Authorize.Net. This is for use on test or developer account. If using live, leave blank.

AuthorizeNet test mode

Places Authorize.Net transactions in Test Mode

True/False

Enable AuthorizeNet payments

This actually enables use of Authorize.Net

True/False

Enable PayPal payments

This will enable use of PayPal payments through the staff client.

True/False

Enable PayflowPro payments

This will enable the use of PayPal’s Payflow Pro. This is not the same is PayPal.

True/False

Enable Stripe payments

This will enable the use of the stripe credit card processing.

True/False

https://stripe.com

Name default credit processor

This might be "AuthorizeNet", "PayPal", "PayflowPro", or "Stripe".

Text

This sets the company that you will use to process the credit cards.

PayPal login

Enter the PayPal login Username

Text

Obtain from PayPal

PayPal password

Enter the PayPal password.

Text

Obtain from PayPal.

PayPal signature

HASH Signature for PayPal

Text

Enter the HASH obtained from PayPal.

PayPal test mode

Places the PayPal credit card payments in test mode.

True/False

This sends the transactions to PayPal’s development.paypal.com server for testing only.

PayflowPro login/merchant ID

Enter the PayflowPro Merchant ID

Text

Obtain from Payflow Pro Partner.

PayflowPro partner

Enter the Partner ID from your Payflow Partner

Text

This will obtained from your Payflow Pro partner. This can be "PayPal" or "VeriSign", sometimes others.

PayflowPro password

Password for PayflowPro

Text

Obtain from Payflow Pro Partner

PayflowPro test mode

Place Payflow Pro in test mode.

True/False

Do not really process transactions, but stay in test mode - uses pilot-payflowpro.paypal.com instead of the usual host.

PayflowPro vendor

Currently the same as the Payflow Pro login.

Text

Obtain from Payflow Pro partner.

Stripe publishable key

Publishable API Key from stripe.

Text

Stripe secret key

Secret API key from stripe.

Text


Table 67.5. Finances

SettingDescriptionData typeNotes

Allow credit card payments

If enabled, patrons will be able to pay fines accrued at this location via credit card.

True/False

Charge item price when marked damaged

If true Evergreen bills item price to the last patron who checked out the damaged item. Staff receive an alert with patron information and must confirm the billing.

True/false

Charge lost on zero

If set to True, default item price will be charged when an item is marked lost even though the price in item record is 0.00 (same as no price). If False, only processing fee, if used, will be charged.

True/false

Charge processing fee for damaged items

Optional processing fee billed to last patron who checked out the damaged item. Staff receive an alert with patron information and must confirm the billing.

Number(Dollar)

Disabled when set to 0

Default item price

Replacement charge for lost items if price is unset in the Copy Editor. Does not apply if item price is set to $0

Number(dollars)

Disable Patron Credit

Do not allow patrons to accrue credit or pay fines/fees with accrued credit

True/False

Leave transaction open when long overdue balance equals zero

Leave transaction open when long-overdue balance equals zero. This leaves the lost copy on the patron record when it is paid

True/False

Leave transaction open when lost balance equals zero

Leave transaction open when lost balance equals zero. This leaves the lost copy on the patron record when it is paid

True/False

Long-Overdue Materials Processing Fee

The amount charged in addition to item price when an item is marked Long-Overdue

Number

Currency

Lost materials processing fee

The amount charged in addition to item price when an item is marked lost.

Number

Currency

Maximum Item Price

When charging for lost items, limit the charge to this as a maximum.

Number

Currency

Minimum Item Price

When charging for lost items, charge this amount as a minimum.

Number

Currency

Negative Balance Interval (DEFAULT)

Amount of time after which no negative balances (refunds) are allowed on circulation bills. The "Prohibit negative balance on bills" setting must also be set to "true".

Duration

Negative Balance Interval for Lost

Amount of time after which no negative balances (refunds) are allowed on bills for lost/long overdue materials. The "Prohibit negative balance on bills for lost materials" setting must also be set to "true".

Duration

Negative Balance Interval for Overdues

Amount of time after which no negative balances (refunds) are allowed on bills for overdue materials. The "Prohibit negative balance on bills for overdue materials" setting must also be set to "true".

Duration

Prohibit negative balance on bills (Default)

Default setting to prevent negative balances (refunds) on circulation related bills. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time.

True/False

Prohibit negative balance on bills for lost materials

Prevent negative balances (refunds) on bills for lost/long overdue materials. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after an interval of time.

True/False

Prohibit negative balance on bills for overdue materials

Prevent negative balances (refunds) on bills for lost/long overdue materials. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after an interval of time.

True/False

Void Overdue Fines When Items are Marked Long-Overdue

If true overdue fines are voided when an item is marked Long-Overdue

True/False

Void overdue fines when items are marked lost

If true overdue fines are voided when an item is marked lost

True/False


Table 67.6. GUI: Graphic User Interface

SettingDescriptionData typeNotes

Alert on empty bib records

Alert staff when the last copy for a record is being deleted.

True/False

Button bar

If TRUE, the staff client button bar appears by default on all workstations registered to your library; staff can override this setting at each login.

True/False

Cap results in Patron Search at this number.

The maximum number of results returned per search. If 100 is set up here, any search will return 100 records at most.

Number

Default Country for New Addresses in Patron Editor

This is the default Country for new addresses in the patron editor.

Text

Default hotkeyset

Default Hotkeyset for clients (filename without the .keyset). Examples: Default, Minimal, and None

Text

Individual workstations' default overrides this setting.

Default ident type for patron registration

This is the default Ident Type for new users in the patron editor.

Selection list

Default showing suggested patron registration fields

Instead of All fields, show just suggested fields in patron registration by default.

True/False

Disable the ability to save list column configurations locally.

GUI: Disable the ability to save list column configurations locally. If set, columns may still be manipulated, however, the changes do not persist. Also, existing local configurations are ignored if this setting is true.

True/False

Example for Day_phone field on patron registration

The example on validation on the Day_phone field in patron registration.

Text

Example for Email field on patron registration

The example on validation on the Email field in patron registration.

Text

Example for Evening-phone on patron registration

The example on validation on the Evening-phone field in patron registration.

Text

Example for Other-phone on patron registration

The example on validation on the Other-phone field in patron registration.

Text

Example for phone fields on patron registration

The example on validation on phone fields in patron registration. Applies to all phone fields without their own setting.

Text

Example for Postal Code field on patron registration

The example on validation on the Postal Code field in patron registration.

Text

Format Dates with this pattern.

Format Dates with this pattern (examples: "yyyy-MM-dd" for "2010-04-26, "MMM d, yyyy" for "Apr 26, 2010"). Formats are effective in display (not editing) area.

Text

Format Times with this pattern.

Format Times with this pattern (examples: "h:m:s.SSS a z" for "2:07:20.666 PM Eastern Daylight Time", "HH:mm" for "14:07"). Formats are effective in display (not editing) area.

Text

GUI: Hide these fields within the Item Attribute Editor.

Sets which fields in the Item Attribute Editor to hide in the staff client.

Text

This is useful to hide attributes that are not used.

Horizontal layout for Volume/Copy Creator/Editor.

The main entry point for this interface is in Holdings Maintenance, Actions for Selected Rows, Edit Item Attributes / Call Numbers / Replace Barcodes. This setting changes the top and bottom panes (if FALSE) for that interface into left and right panes (if TRUE).

True/False

Idle timeout

If you want staff client windows to be minimized after a certain amount of system idle time, set this to the number of seconds of idle time that you want to allow before minimizing (requires staff client restart).

Number

Items Out Claims Returned display setting

Value is a numeric code, describing which list the circulation should appear while checked out and whether the circulation should continue to appear in the bottom list, when checked in with outstanding fines. 1 = top list, bottom list. 2 = bottom list, bottom list. 5 = top list, do not display. 6 = bottom list, do not display.

Number

Items Out Long-Overdue display setting

Value is a numeric code, describing which list the circulation should appear while checked out and whether the circulation should continue to appear in the bottom list, when checked in with outstanding fines. 1 = top list, bottom list. 2 = bottom list, bottom list. 5 = top list, do not display. 6 = bottom list, do not display.

Number

Items Out Lost display setting

Value is a numeric code, describing which list the circulation should appear while checked out and whether the circulation should continue to appear in the bottom list, when checked in with outstanding fines. 1 = top list, bottom list. 2 = bottom list, bottom list. 5 = top list, do not display. 6 = bottom list, do not display.

Number

Max user activity entries to retrieve (staff client)

Sets the maximum number of recent user activity entries to retrieve for display in the staff client.

Number

Maximum previous checkouts displayed

The maximum number of previous circulations the staff client will display when investigating item details

Number

Patron circulation summary is horizontal

True/False

Record in-house use: # of uses threshold for Are You Sure? dialog.

In the Record In-House Use interface, a submission attempt will warn if the # of uses field exceeds the value of this setting.

Number

Record In-House Use: Maximum # of uses allowed per entry.

The # of uses entry in the Record In-House Use interface may not exceed the value of this setting.

Number

Regex for barcodes on patron registration

The Regular Expression for validation on barcodes in patron registration.

Regular Expression

Regex for Day_phone field on patron registration

Regular expression

Regex for Email field on patron registration

The Regular Expression on validation on the Email field in patron registration.

Regular expression

Regex for Evening-phone on patron registration

The Regular Expression on validation on the Evening-phone field in patron registration.

Regular expression

Regex for Other-phone on patron registration

The Regular Expression on validation on the Other-phone field in patron registration.

Regular expression

Regex for phone fields on patron registration

The Regular Expression on validation on phone fields in patron registration. Applies to all phone fields without their own setting.

Regular expression

^(?:(?:\+?1\s*(?:[.-]\s*)?)?(?:\(\s*([2-9]1[02-9]|[2-9][02-8]1|[2-9][02-8][02-9])\s*\)|([2-9]1[02-9]|[2-9][02-8]1|[2-9][02-8][02-9]))\s*(?:[.-]\s*)?)?([2-9]1[02-9]|[2-9][02-9]1|[2-9][02-9]{2})\s*(?:[.-]\s*)?([0-9]{4})(?:\s*(?:#|x\.?|ext\.?|extension)\s*(\d+))?$ is a US phone number

Regex for Postal Code field on patron registration

The Regular Expression on validation on the Postal Code field in patron registration.

Regular expression

Require at least one address for Patron Registration

Enforces a requirement for having at least one address for a patron during registration. If set to False, you need to delete the empty address before saving the record. If set to True, deletion is not allowed.

True/False

Require XXXXX field on patron registration

The XXXXX field will be required on the patron registration screen.

True/False

XXXXX can be Country, State, Day-phone, Evening-phone, Other-phone, DOB, Email, or Prefix.

Require staff initials for entry/edit of patron standing penalties and messages.

Appends staff initials and edit date into patron standing penalties and messages.

True/False

Require staff initials for entry/edit of patron notes.

Appends staff initials and edit date into patron note content.

True/False

Require staff initials for entry/edit of copy notes.

Appends staff initials and edit date into copy note content.

True/False

Show billing tab first when bills are present

If true accounts for patrons with bills will open to the billing tab instead of check out

True/false

Show XXXXX field on patron registration

The XXXXX field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.

True/False

Suggest XXXXX field on patron registration

The XXXXX field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.

True/False

Toggle off the patron summary sidebar after first view.

When true, the patron summary sidebar will collapse after a new patron sub-interface is selected.

True/False

URL for remote directory containing list column settings.

The format and naming convention for the files found in this directory match those in the local settings directory for a given workstation. An administrator could create the desired settings locally and then copy all the tree_columns_for_* files to the remote directory.

Text

Uncheck bills by default in the patron billing interface

Uncheck bills by default in the patron billing interface, and focus on the Uncheck All button instead of the Payment Received field.

True/False

Unified Volume/Item Creator/Editor

If True, combines the Volume/Copy Creator and Item Attribute Editor in some instances.

True/False

Work Log: maximum actions logged

Maximum entries for "Most Recent Staff Actions" section of the Work Log interface.

Number

Work Log: maximum patrons logged

Maximum entries for "Most Recently Affected Patrons…" section of the Work Log interface.

Number


Table 67.7. Global

SettingDescriptionData typeNotes

Allow multiple username changes

If enabled (and Lock Usernames is not set) patrons will be allowed to change their username when it does not look like a barcode. Otherwise username changing in the OPAC will only be allowed when the patron’s username looks like a barcode.

True/False

Default TRUE.

Global default locale

Number

Lock Usernames

If enabled username changing via the OPAC will be disabled.

Default FALSE

Password format

Defines acceptable format for OPAC account passwords

Regular expression

Default requires that passwords "be at least 7 characters in length,contain at least one letter (a-z/A-Z), and contain at least one number.

Patron barcode format

Defines acceptable format for patron barcodes

Regular expression

Patron username format

Regular expression defining the patron username format, used for patron registration and self-service username changing only

Regular expression


Table 67.8. Holds

SettingDescriptionData typeNotes

Behind desk pickup supported

If a branch supports both a public holds shelf and behind-the-desk pickups, set this value to true. This gives the patron the option to enable behind-the-desk pickups for their holds by selecting Hold is behind Circ Desk flag in patron record.

True/False

Best-hold selection sort order

Defines the sort order of holds when selecting a hold to fill using a given copy at capture time

Selection list

Block renewal of items needed for holds

When an item could fulfill a hold, do not allow the current patron to renew

True/False

Cancelled holds display age

Show all cancelled holds that were cancelled within this amount of time

Duration

Cancelled holds display count

How many cancelled holds to show in patron holds interfaces

Number

Clear shelf copy status

Any copies that have not been put into reshelving, in-transit, or on-holds-shelf (for a new hold) during the clear shelf process will be put into this status. This is basically a purgatory status for copies waiting to be pulled from the shelf and processed by hand

Selection list

Default estimated wait

When predicting the amount of time a patron will be waiting for a hold to be fulfilled, this is the default estimated length of time to assume an item will be checked out.

Duration

Default hold shelf expire interval

Hold Shelf Expiry Time is calculated and inserted into hold record based on this interval when capturing a hold.

Duration

Expire alert interval

Time before a hold expires at which to send an email notifying the patron

Duration

Expire interval

Amount of time until an unfulfilled hold expires

Duration

FIFO

Force holds to a more strict First-In, First-Out capture. Default is SAVE-GAS, which gives priority to holds with pickup location the same as checkin library.

True/False

Applies only to multi-branch libraries. Default is SAVE-GAS.

Hard boundary

Number

Hard stalling interval

Duration

Has local copy alert

If there is an available copy at the requesting library that could fulfill a hold during hold placement time, alert the patron.

True/False

Has local copy block

If there is an available copy at the requesting library that could fulfill a hold during hold placement time, do not allow the hold to be placed.

True/False

Max foreign-circulation time

Time a copy can spend circulating away from its circ lib before returning there to fill a hold

Duration

For multi-branch libraries.

Maximum library target attempts

When this value is set and greater than 0, the system will only attempt to find a copy at each possible branch the configured number of times

Number

For multi-branch libraries.

Minimum estimated wait

When predicting the amount of time a patron will be waiting for a hold to be fulfilled, this is the minimum estimated length of time to assume an item will be checked out.

Duration

Org unit target weight

Org Units can be organized into hold target groups based on a weight. Potential copies from org units with the same weight are chosen at random.

Number

Reset request time on un-cancel

When a hold is uncancelled, reset the request time to push it to the end of the queue

True/False

Skip for hold targeting

When true, don’t target any copies at this org unit for holds

True/False

Soft boundary

Holds will not be filled by copies outside this boundary if there are holdable copies within it.

Number

Soft stalling interval

For this amount of time, holds will not be opportunistically captured at non-pickup branches.

Duration

For multiple branch libraries

Use Active Date for age protection

When calculating age protection rules use the Active date instead of the Creation Date.

True/False

Default TRUE

Use weight-based hold targeting

Use library weight based hold targeting

True/False


Table 67.9. Library

SettingDescriptionData typeNotes

Change reshelving status interval

Amount of time to wait before changing an item from “Reshelving” status to “available”

Duration

The default is at midnight each night for items with "Reshelving" status for over 24 hours.

Claim never checked out: mark copy as missing

When a circ is marked as claims-never-checked-out, mark the copy as missing

True/False

Claim return copy status

Claims returned copies are put into this status. Default is to leave the copy in the Checked Out status

Selection list

Courier code

Courier Code for the library. Available in transit slip templates as the %courier_code% macro.

Text

Juvenile age threshold

Upper cut-off age for patrons to be considered juvenile, calculated from date of birth in patron accounts

Duration (years)

Library information URL (such as "http://example.com/about.html")

URL for information on this library, such as contact information, hours of operation, and directions. Use a complete URL, such as "http://example.com/hours.html".

Text

Mark item damaged voids overdues

When an item is marked damaged, overdue fines on the most recent circulation are voided.

True/False

Pre-cat item circ lib

Override the default circ lib of "here" with a pre-configured circ lib for pre-cat items. The value should be the "shortname" (aka policy name) of the org unit

Text

Telephony: Arbitrary line(s) to include in each notice callfile

This overrides lines from opensrf.xml. Line(s) must be valid for your target server and platform (e.g. Asterisk 1.4).

Text


Table 67.10. OPAC

SettingDescriptionData typeNotes

Allow Patron Self-Registration

Allow patrons to self-register, creating pending user accounts

True/False

Allow pending addresses

If true patrons can edit their addresses in the OPAC. Changes must be approved by staff

True/False

Auto-Override Permitted Hold Blocks (Patrons)

This will allow patrons with the permission "HOLD_ITEM_CHECKED_OUT.override" to automatically override permitted holds.

True/False

When a patron places a hold in the OPAC that fails, and the patron has the permission to override the failed hold, this automatically overrides the failed hold rather than requiring the patron to manually override the hold. Default is False.

Jump to details on 1 hit (OPAC)

When a search yields only 1 result, jump directly to the record details page. This setting only affects the public OPAC

True/False

Jump to details on 1 hit (staff client)

When a search yields only 1 result, jump directly to the record details page. This setting only affects the PAC within the staff client

True/False

OPAC: Number of staff client saved searches to display on left side of results and record details pages

If unset, the OPAC (only when wrapped in the staff client!) will default to showing you your ten most recent searches on the left side of the results and record details pages. If you actually don’t want to see this feature at all, set this value to zero at the top of your organizational tree.

Number

OPAC: Org Unit is not a hold pickup library

If set, this org unit will not be offered to the patron as an option for a hold pickup location. This setting has no affect on searching or hold targeting.

True/False

Org unit hiding depth

This will hide certain org units in the public OPAC if the Original Location (url param "ol") for the OPAC inherits this setting. This setting specifies an org unit depth, that together with the OPAC Original Location determines which section of the Org Hierarchy should be visible in the OPAC. For example, a stock Evergreen installation will have a 3-tier hierarchy (Consortium/System/Branch), where System has a depth of 1 and Branch has a depth of 2. If this setting contains a depth of 1 in such an installation, then every library in the System in which the Original Location belongs will be visible, and everything else will be hidden. A depth of 0 will effectively make every org visible. The embedded OPAC in the staff client ignores this setting.

Number

Paging shortcut links for OPAC Browse

The characters in this string, in order, will be used as shortcut links for quick paging in the OPAC browse interface. Any sequence surrounded by asterisks will be taken as a whole label, not split into individual labels at the character level, but only the first character will serve as the basis of the search.

Text

Patron Self-Reg. Display Timeout

Number of seconds to wait before reloading the patron self-registration interface to clear sensitive data

Duration

Patron Self-Reg. Expire Interval

If set, this is the amount of time a pending user account will be allowed to sit in the database. After this time, the pending user information will be purged

Duration

Payment history age limit

The OPAC should not display payments by patrons that are older than any interval defined here.

Duration

Tag Circulated Items in Results

When a user is both logged in and has opted in to circulation history tracking, turning on this setting will cause previous (or currently) circulated items to be highlighted in search results

True/False

Tag Circulated Items in Results

When a user is both logged in and has opted in to circulation history tracking, turning on this setting will cause previous (or currently) circulated items to be highlighted in search results.

True/False

Default TRUE

Use fully compressed serial holdings

Show fully compressed serial holdings for all libraries at and below the current context unit

True/False

Warn patrons when adding to a temporary book list

Present a warning dialogue when a patron adds a book to the temporary book list.

True/False


Table 67.11. Offline and Program

SettingDescriptionData typeNotes

Skip offline checkin if newer item Status Changed Time.

Skip offline checkin transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this.

True/False

Skip offline checkout if newer item Status Changed Time.

Skip offline checkout transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this.

True/False

Skip offline renewal if newer item Status Changed Time.

Skip offline renewal transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this.

True/False

Disable automatic print attempt type list

Disable automatic print attempts from staff client interfaces for the receipt types in this list. Possible values: "Checkout", "Bill Pay", "Hold Slip", "Transit Slip", and "Hold/Transit Slip". This is different from the Auto-Print checkbox in the pertinent interfaces in that it disables automatic print attempts altogether, rather than encouraging silent printing by suppressing the print dialogue. The Auto-Print checkbox in these interfaces have no effect on the behavior for this setting. In the case of the Hold, Transit, and Hold/Transit slips, this also suppresses the alert dialogues that precede the print dialogue (the ones that offer Print and Do Not Print as options).

Text

Retain empty bib records

Retain a bib record even when all attached copies are deleted

True/False

Sending email address for patron notices

This email address is for automatically generated patron notices (e.g. email overdues, email holds notification). It is good practice to set up a generic account, like info@nameofyourlibrary.org, so that one person’s individual email inbox doesn’t get cluttered with emails that were not delivered.

Text


Table 67.12. Receipt Templates and SMS Text Message

SettingDescriptionData typeNotes

Content of alert_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(alert_text)%

Text

Content of event_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(event_text)%

Text

Content of footer_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(footer_text)%

Text

Content of header_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(header_text)%

Text

Content of notice_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(notice_text)%

Text

Disable auth requirement for texting call numbers.

Disable authentication requirement for sending call number information via SMS from the OPAC.

True/False

Enable features that send SMS text messages.

Current features that use SMS include hold-ready-for-pickup notifications and a "Send Text" action for call numbers in the OPAC. If this setting is not enabled, the SMS options will not be offered to the user. Unless you are carefully silo-ing patrons and their use of the OPAC, the context org for this setting should be the top org in the org hierarchy, otherwise patrons can trample their user settings when jumping between orgs.

True/False


Table 67.13. Security

SettingDescriptionData typeNotes

Default level of patrons' internet access

Enter numbers 1 (Filtered), 2 (Unfiltered), or 3 (No Access)

Number

Maximum concurrently active self-serve password reset requests

Prevent the creation of new self-serve password reset requests until the number of active requests drops back below this number.

Number

Maximum concurrently active self-serve password reset requests per user

When a user has more than this number of concurrently active self-serve password reset requests for their account, prevent the user from creating any new self-serve password reset requests until the number of active requests for the user drops back below this number.

Number

OPAC Inactivity Timeout (in seconds)

Number of seconds of inactivity before OPAC accounts are automatically logged out.

Number

Obscure the Date of Birth field

When true, the Date of Birth column in patron lists will default to Not Visible, and in the Patron Summary sidebar the value will display as unless the field label is clicked.

True/False

Offline: Patron usernames allowed

During offline circulations, allow patrons to identify themselves with usernames in addition to barcode. For this setting to work, a barcode format must also be defined

True/False

Patron opt-in boundary

This determines at which depth above which patrons must be opted in, and below which patrons will be assumed to be opted in.

Text

Patron opt-in default

This is the default depth at which a patron is opted in; it is calculated as an org unit relative to the current workstation.

Text

Patron: password from phone #

If true the last 4 digits of the patron’s phone number is the password for new accounts (password must still be changed at first OPAC login)

True/false

Persistent login duration

How long a persistent login lasts, e.g. 2 weeks

Duration

Self-serve password reset request time-to-live

Length of time (in seconds) a self-serve password reset request should remain active.

Duration

Staff login inactivity timeout (in seconds)

Number of seconds of inactivity before staff client prompts for login and password.

Number


Table 67.14. Self Check and Others

SettingDescriptionData typeNotes

Audio Alerts

Use audio alerts for selfcheck events.

True/false

Block copy checkout status

List of copy status IDs that will block checkout even if the generic COPY_NOT_AVAILABLE event is overridden.

Number

Look up copy status ID from Server Admin.

Patron login timeout (in seconds)

Number of seconds of inactivity before the patron is logged out of the selfcheck interface.

Duration

Pop-up alert for errors

If true, checkout/renewal errors will cause a pop-up window in addition to the on-screen message.

True/False

Require Patron Password

If true, patrons will be required to enter their password in addition to their username/barcode to log into the selfcheck interface.

True/False

This replaced "Require patron password"

Require patron password

True/False

This was replaced by "Require Patron Password" and is currently invalid.

Selfcheck override events list

List of checkout/renewal events that the selfcheck interface should automatically override instead instead of alerting and stopping the transaction.

Text

Workstation Required

All selfcheck stations must use a workstation.

True/False

Default display grouping for serials distributions presented in the OPAC.

Default display grouping for serials distributions presented in the OPAC. This can be "enum" or "chron".

Text

Previous issuance copy location

When a serial issuance is received, copies (units) of the previous issuance will be automatically moved into the configured shelving location.

Selection List

Maximum redirect lookups

For URLs returning 3XX redirects, this is the maximum number of redirects we will follow before giving up.

Number

Maximum wait time (in seconds) for a URL to lookup

If we exceed the wait time, the URL is marked as a "timeout" and the system moves on to the next URL

Duration

Number of URLs to test in parallel

URLs are tested in batches. This number defines the size of each batch and it directly relates to the number of back-end processes performing URL verification.

Number

Number of seconds to wait between URL test attempts

Throttling mechanism for batch URL verification runs. Each running process will wait this number of seconds after a URL test before performing the next.

Duration


Table 67.15. Vandelay

SettingDescriptionData typeNotes

Default Record Match Set

Sets the Default Record Match set

Selection List

Populated by the Vandelay Record Match Sets

Vandelay Default Barcode Prefix

Apply this prefix to any auto-generated item barcode

Text

Vandelay Default Call Number Prefix

Apply this prefix to any auto-generated item call numbers.

Text

Vandelay Default Circulation Modifier

Default circulation modifier value for imported items

Selection List

Populated by your Circulation Modifiers.

Vandelay Default Copy Location

Default copy location value for imported items

Selection List

Populated from Shelving Locations

Vandelay Generate Default Barcodes

Auto-generate default item barcodes when no item barcode is present

True/False

Vandelay Generate Default Call Numbers

Auto-generate default item call numbers when no item call number is present

True/False

These are pulled from the MARC Record.


Data Types

Acceptable formats for each setting type are listed below. Quotation marks are never required when updating settings in the staff client.

Table 67.16. Data Types in the Library Settings Editor

Data typeFormatting

True/False

Boolean True/False drop down

Number

Enter a numerical value (decimals allowed in price settings)

Duration

Enter a number followed by a space and any of the following units: minutes, hours, days, months (30 minutes, 2 days, etc)

Selection list

Choose from a drop-down list of options (e.g. copy status, copy location)

Text

Free text