Within knowledge base collections in Collection Manager, you can open a collection or title and put a public note in the collection-level or title-level settings. That note will display to patrons in the Discovery interface. Libraries that output MARC records can map public notes to their records so that public notes will display in their OPAC. Find more information about collection-level settings in knowledge base collections including public and staff notes.
The patron-facing notes that libraries want to display in their discovery interface are often associated with a resource's licensing and terms of use. See the table for examples.
Example license term of use | Example of an associated public note |
---|---|
Concurrent Users | Maximum number of concurrent users: 5 |
Copying and Sharing | Types of copying permitted: Digital, print, academic purposes |
License Manager gives you the option to create a template to manage collection-level and title-level notes in an automated way. Use the instructions on this page to complete a 3-step process to create a template to manage public notes. Once you apply the template to your collections, the actual display of the public note depends on the content of each license. You can edit the template to maintain notes across your licenses and collections.
Note: Title-level public notes are not visible outside of License Manager.
What happens to notes in collection-level knowledge base settings?
If you currently have public notes in collection-level knowledge base settings, you can maintain them by selecting Protect existing content in collection-level public notes in the public notes display wizard. This allows you to determine whether you want retain existing content or overwrite the existing content with the proposed content in the Collections With Existing Content tab.
Create a template for how your public notes will be displayed. Actual display depends on content of each license. This template only applies to your selected collections.
Note: A collection public note has a limit of 1,024 characters.
Note: The cancellation will not reverse any note updates applied to collections or titles during the load time prior to cancellation.
After you create a template, you will see the following three accordions.
The Public Notes Template accordion displays the most recent template created and applied to your licenses.
The Content Affected by Template accordion displays the most recent edits applied to your licensed collections and titles.
Note: Public notes text listed under this accordion do not reflect any subsequent Collection Manager updates since applying the template.
From the Select content type drop-down, select Titles or Collections.
Column name | Description | Notes |
---|---|---|
Titles Displaying Public Notes |
From the Titles selection: Click the collection link in the column to be taken to the Collection Manager interface where you can manually edit title details. |
This column can be sorted (A to Z; Z to A) |
Collections Displaying Public Notes | Click a collection to be taken to the Collection Manager interface where you can manually edit collection details. | This column can be sorted (A to Z; Z to A) |
License | Click View license to view the license where the indicated collection is associated. | |
Public Notes Template Update | Click View public notes text to view the terms of use applied to a given collection. License Manager analyzes each license and only appends the terms of use in play for a given license. | The descriptive text is applied to all collections. |
The Content Not Affected by Template accordion displays collections or titles that were not affected by the most recent template write action.
From the Select content type drop-down, select Titles or Collections.
The Collections in More Than One License tab and the Titles in More Than One License tab display those collections or titles where a single license could not be found. You will need to assign notes to whichever license takes precedence.
Note: These collections do not display public notes from the template you created because the collections appear in more than one license and collection level public notes could differ. In order to show template-driven public notes, ensure that collections are attached to only one license.
Column name | Description | Notes |
---|---|---|
Titles in More Than One License | Click a collection to be taken to the Collection Manager interface where you can manually edit title details. | This column can be sorted (A to Z; Z to A) |
Collections In More Than One License | Click a collection to be taken to the Collection Manager interface where you can manually edit collection details. | This column can be sorted (A to Z; Z to A) |
License | Click View license to view all licenses that contain the indicated collection. You can then apply the template from that one license, thereby assuring the collection has the proper term notes. | |
Existing Public Note Content | Click View public notes text to view the terms of use applied to a given collection. License Manager analyzes each license and only appends the terms of use in play for a given license. | The descriptive text is applied to all collections. |
The Contents With Existing Notes tab displays collections or titles that were not affected by the template because the option to "Protect existing content in collection-level public notes" was selected. You will need to determine whether you want to retain existing content or overwrite the existing content with the proposed content.
Note: These collections do not display public notes from the template you created because they have existing content in the collection level public notes. If you choose to override the public notes using the template content, the existing public notes will be replaced. It cannot be undone.
Column name | Description | Notes |
---|---|---|
Title Names | Click a collection to be taken to the Collection Manager interface where you can manually edit title details. | This column can be sorted (A to Z; Z to A) |
Collections Names | Click a collection to be taken to the Collection Manager interface where you can manually edit collection details. | This column can be sorted (A to Z; Z to A) |
License | Click View license to view all licenses that contain the indicated collection or title. You can then apply the template from that one license, thereby assuring the collection or title has the proper term notes. | |
Existing Public Note Content | Click View public notes text to view the terms of use applied to a given collection or title. License Manager analyzes each license and only appends the terms of use in play for a given license. | The descriptive text is applied to all collections. |
Proposed Template Content | Click View template text to view the proposed terms of use for a given collection or title. | If the proposed text is preferred to the existing text, select the row(s) you want to overwrite and then click Overwrite with Template Content. |
You can edit public notes across collections or titles with the public notes display wizard.
Note: The cancellation will not reverse any note updates applied to collections or titles during the load time prior to cancellation.
You can edit public notes for a specific license.
Note: The cancellation will not reverse any note updates applied to collections or titles during the load time prior to cancellation.
If you add a new item to your public notes template, or if you have acquired new licenses but haven't run the public notes template, you can update public notes across all of your collections or titles.
Note: The cancellation will not reverse any note updates applied to collections or titles during the load time prior to cancellation.