Settings in configuration set by administrator

Colours

• There are several set themes to choose from such as: Winter, Autumn, Summer, Spring, Nature or Poppy, Dark Knight etc.
• You can also customize your own, by choosing your own colour combinations for your own theme and saving this theme with a new name by selecting New

• There is a diagram with numbers explaining which each section is called, so you are able to change the correct section to the colour you want

• On the left hand-side of this screen you will see the sections you are able to change & choose colours for

Please note: After saving, some browsers keep the old colour settings in the cache. Clearing the browsers cache will prevent this (for most browsers pressing Ctrl-F5 will do this)

Please see other guide on the OCLC site for ‘Creating New Themes & Logos for OpenOPAC’ to help # you create your own theme, maybe matching you logo or library site

This is great site to get the Hex values if you know the Red, Green and Blue values of a colour: http://www.rgbtohex.net/ [using paint will give you your Red, Blue, Green values]

This site is great once you have the HEX value to get matching shades of your school or Council colours. http://www.color-hex.com/color/06513d

Visibility

From this screen you are able to set up what the users will see and how your records will be searched and displayed.

• The selected items are shown on the search result list and in the details list, the unchecked ones are hidden
• By ticking the boxes you can choose what filters your patrons see
• Note: the fields that have * next to them are being used for searching, so it would be confusing for users to hide those fields
• Note: the items that have ** next to them are the fields being used for filtering
• Select Other Links if you have 856 Tags you want displayed

There is a list to configure for each of the following: Search result list; Search result list – copies; Details view (bibliographic view); Details view – copies.

You can Save or Cancel the changes you make.

Visibility (Mobile)

• From this screen you are able to set up what the users will see on their Mobile devices, and how your records will be searched and displayed.
• The selected items are shown on the search result list and in the details list, the unchecked ones are hidden
• By ticking the boxes you can choose what filters your patrons see
• Note: the fields that have * next to them are being used for searching, so it would be confusing for users to hide those fields

Note: the items that have ** next to them are the fields being used for filtering

NOTE: Only select the most important options for your library, to get an optimal display on mobile devices

Parameters

• In this area there are many options available to customise OpenOPAC for your library:
• Enrichment providers can be selected ; The Name you want to display for your library and the image you want displayed ; Default sort order: how you want the results sorted as you default option.; Viewing Options, as to what you’d like your patrons to have access to or view when using OpenOPAC ;
• Also your SMTP Options: where you set up the email settings required to allow emails to be sent from OPENOPAC

• Ensure you add reprt.exe as an exception to your Virus Program if you have one, so that the email function work.
• Throughout the configuration screens, you are given the option to change your PIN when on the parameters Tab , if you wish to as well 

Set up Image Path in Amlib in the Supervisor Module

• It is very important to ensure the path is correct for storing images. It is advisable to enter a full, exact path for a centralised computer that can be used to store the images.
• It needs to be available for all users – for example a shared drive on a Server.
• The path set up will vary for sites and different Networks.
• The source file for the images must be a from a Shared directory
• If you have chosen LibraryThing Free : the book cover images will display if you have selected the Use for covers options in the configuration > enrichment tab.

Images attached to a catalogue record are displayed

• Where an image/photograph/s are added to a catalogue records, the images now displays on the bib-record of OpenOPAC. If more than 1 image is attached they sit right next to each other and you can enlarge each by selecting it - each opens in a new browser tab/window - close the new browser tab when done and continue using OpenOPAC [you may to ensure you have Pop- up Blockers turned OFF]
• If you have no other enrichment content, you can set these up to be used as your cover images, so one image on your record will display on the result list.

o You simply set up the Enrichment tab > select LocalStoredImages from the dropdown menu and select Use for Covers option.

• Click on an image sand a new window opens with a larger image, close each before opening the next

• To alert your patrons to images being attached, maybe local history images - we suggest that you allow Notes to be seen on the results view. Then add 'see attached images' in your catalogue records to a 504 Marc tag or one of your 500 tags - which you have selected in the Marc Fields tab in configuration. Then Patron will know to open the record to view the images.

Marc Fields

Here you can add extra or different marc tags to display from your records. You are told what the default ones are, but if you use other marc tags or wants different ones you can add them here. Including a specific subfield, for example you may prefer only the ‘a’ and ‘b’ subfield of the 245 tag to be displayed and not the full 245 tag [see below].

• NOTE: This needs to be set in place before you do your first upload into Solr so your records display the way you want them to. This should be set AFTER OpenOPAC has been installed and BEFORE you do the initial load in the configuration area select & set the Marc Tags FIRST
• You can now Display the 856 Tag (URL) for all your e-content on OpenOPAC, including the ‘z’ subfield if this is used in your catalogues. Which shows a description on the OPAC instead of the actual URL. Both Http and Https links work well. You will need to add this 856 tag to your Marc Fields in the configuration area, before you upload your catalogue records. OR re-load catalogue records if adding it after installing/using OpenOPAC.

• You also have to ensure you have ticked Other Links for your detail view and if you want it to show also in the results list, then select Other Links in the Search result list too.

You will need to connect to Log in as Administrator > Select Configuration > Select the Marc Fields

Select > Log in tab

Username: Administrator

Password: 1234 [this is the default PIN, but we recommend the Librarian changes this PIN & set your secret security question after installation is complete]

Then set up your Marc tags first in the Configuration area > Marc Fields Tab. Otherwise you will have to re-load your records again after you make changes in here now.

• Note: Some tags have an * next to them, this means that these are the ones being used for searching and returning results
• Note: Some tags have ** next to them, that means these tags are being used for filtering purposes, so keep this in mind when selecting what tags you wish to be displayed and used in the OpenOPAC

A comma is placed between each marc tag to be used for any given field.

Search - Searching

• Here you will see a list of preloaded common synonyms and a variety of spellings for Commonly used words

• In this area you are also able to add other words that you would like to be searchable or searched together for example, you may decide to put in the following: computer game, Wii games, Play station, Nintendo [similar to ‘see also’ function but does not use your see also reference’s in Amlib or your Authorities – it’s completely separate] – Any of these will be returned if one of these words are typed into a search. For example you might like to add: frogs, amphibians, lizards, mini-beasts to improve the results returned for searches
• There is also a list of Stopwords – which are commonly used words (such as "the", “a”, “and”) that a search engine has been programmed to ignore, both when indexing entries for searching and when retrieving them as the result of a search query. When building the index, most engines are programmed to remove certain words from any index entry. The list of words that are not to be added is called a stop list – these can be edited by the administrator but be aware how this may impact on future searches, and only change if absolutely necessary.
• Search algorithm have been improved so that similar words are now returned in results ranked by relevance, so search term will be returned first followed by related terms. Exact title and author algorithms have also be incorporated to improve the search results retuned.
  
• A 'Back' button is not required as once you have selected a title and gone into the bibliographic record, you can’t get back to  your results list by selecting the ’ house’ [home] button which has now been added. So it’s now possible to get back to your search result list in one click. If you want to get back to a previous list of search results, you can select the ‘RECENT ACTIVITY’ button from the top menu on the screen.

Custom Text

Home page text:

This is used by Librarians when they want to set up a home page with their own library image, information about their library, location, opening hours etc…

If you wish to use the NEW Front page option: This needs to be setup when logged in as the Administrator > Configuration > Custom text tab. This will appear under your Home page before a search is conducted.

• You can include an image of your library or maybe a location map
• Details about your library & you’re opening hours
• Contact details
• Other links to social media you may like your patrons to use

Hint: select View > Show blocks as this will show you where you can sit your text & images, as its HTML coded in the background – you can switch to HTML code by selecting Tools, if you are familiar with this instead.

Terms and Conditions for new patrons:

This is used by Librarians when they want a default text to be used when patrons join online for the terms and conditions they agree to when joining their library. The terms and conditions for the library membership can be typed into this space. Then Select > SAVE

The new Patron will need to select this agreeing to the terms & conditions.

Upload

You can now upload all you catalogues or just changed catalogues, or re-load your Masterdata or your suggestions from the configuration area from the Upload tab ( central front-end is no longer used for this purpose)

Upload all Catalogues: Used when installing OpenOPAC for the First time, or when you have had a major change in your records and want a fresh uploaded catalogue in OpenOPACS

Upload only changed Catalogues: When you have made catalogue changes and want the changes to be made/seen instantly in OpenOPACS, not waiting for the service to do this

Upload one Catalogue: Used only for the first time when installing OpenOPACS, to ensure services and everything is connected and working correctly.

Clear Search Index: Only used if you want to completely delete/clear everything in OpenOPAC & reload your records again by using the initial upload [Upload all Catalogues] again.

Upload Masterdata: If you make Changes to Locations, Form codes, Statuses’ etc. [adding new codes,] then you need to use this. This will bring in the new formats and setting in OpenOPACS – you will also need to restart your IIS service for changes to appear

Upload Suggestions If you have turned on’ Similar items’ option in Administrator after you set up OpenOPACS, then you can run this and it will bring across your similar items into the OpenOPACS.

Reset Memory This clears all cached values, effectively causing the values being reread from Amlib. Values like master data, circulation settings, parameters etc. Used when you have made changes to these type of setting within the Amlib client.

Security

To Change the Administrators PIN you will be required to have set a secret question of your own choice and answer in this area - you will be asked this question when you select Change Pin Code on this screen. This secret question is setup during the installation process, but the question can be rest and changed at any time by the Administrator

You will be asked your Secret Question when you select Reset Administrator password link– after typing in the user ID of Administrator. You can reset the password back to the default once you answer your secret question correctly. Once logged back in as the Administrator you can change your Pin code again.