south dakota library network metalib management basics customizing quicksets south dakota library...

South Dakota Library Network

MetaLib Management BasicsCustomizing QuickSets

South Dakota Library Network1200 University, Unit 9672Spearfish, SD 57799www.sdln.net

© South Dakota Library Network, 2012©Ex Libris (USA), 2011Modified for SDLNVersion 4.x

Customizing QuickSetsManagement Interface /M

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Click on either link to Manage QuickSets

Customizing QuickSets

Introduction

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You can view and manage QuickSets via the following pages on the Management Interface (/M):•List of QuickSets page•Manage QuickSets page

If you prefer, you can add QuickSets to default profiles via the User Interface (/V).

Customizing QuickSets

List of QuickSets page

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Click M to go to Manage QuickSets page

Customizing QuickSets

Manage QuickSets page

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Customizing QuickSetsCreate a new set

6Click Create a New Set

Customizing QuickSets

Create a new set

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Create New Set dialog box appears•Enter the name of the new QuickSet•Enter a description (optional)•Click OK to add the new QuickSet

Customizing QuickSetsChanging the display order of the quicksets

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Click the Order Sets link on the List of QuickSets page to display the Order Sets dialog box

Customizing QuickSetsChanging the display order of the quicksets

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Use the following actions to set the order of the items in the list:

•alphabetically sort the entire list in ascending order

•move the selected QuickSet to the top of the list

•move the selected QuickSet up one position

•move the selected QuickSet down one position

•move the selected QuickSet to the bottom of the list

Click OK to save your changes.

Customizing QuickSetsEditing a quickset

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Click E to go to Update Set dialog box

Customizing QuickSets

Editing a quickset

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Update the Name and/or Description fields. Click OK to update the QuickSet.

Customizing QuickSets

Deleting a quickset

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Click D to go to Delete Set dialog box

Customizing QuickSets

Deleting a quickset

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Click OK to delete the QuickSet

Customizing QuickSets

Copying a quickset

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Click C to go to Copy Set dialog box

Customizing QuickSetsCopying a quickset

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•Select a portal from the Target Portal drop‐down list•Select a default profile from the Target Default Profile drop‐down list •Enter the name of the new QuickSet in the Target Set Name field•Click OK to copy the QuickSet to the specified target

Customizing QuickSets

Assigning Resources to quicksets

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In addition to viewing a QuickSet’s resources, the Manage QuickSets page allows administrators to assign resources to QuickSets, using the following methods:

•Add resources directly from the Results List dialog box•Add resources from the clipboard

Customizing QuickSets

Assigning Resources to quicksets

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Click M to go to Manage QuickSets page

Customizing QuickSets

Assigning Resources to quicksets

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Customizing QuickSets

Assigning Resources to quicksets

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Select a quickset to work on:

Click Find A Resource

Customizing QuickSetsAssigning Resources to quicksets

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Enter search criteria and click Go

Customizing QuickSets

Assigning Resources from Add to Set

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Select the check boxes next to the resources that you want to add to the QuickSet. If you want to add all of them, click Select All.

Click Add to Set to add the items to the list.

Customizing QuickSets

Assigning Resources from Add to Set

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Selected resources on now in the set

Customizing QuickSets

Assigning Resources from the Clipboard

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Select the check boxes next to the resources that you want to add to the QuickSet. If you want to add all of them, click Select All.

Click Add to clipboard to add the items to the list.

Customizing QuickSets

Assigning Resources from the Clipboard

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Resources are added to the clipboard,To add them to the set, click

Customizing QuickSets

Using the Database List

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From this page you can perform the following operations on QuickSets:•Change the display order of QuickSets•Create a new QuickSet•Copy a QuickSet and its resources to a new QuickSet•Update a QuickSet by changing its name or description•Delete the QuickSet

In addition, you can perform the following operations on the current QuickSet’s resources:•Change the display order of a QuickSet’s resources•Copy a resource to the clipboard•Remove a resource from the QuickSet•Display information about the resource

Customizing QuickSets

Operations on QuickSets

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Change the display order of QuickSets

Customizing QuickSetsOperations on Quicksets

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Use the following actions to set the order of the items in the list:

•alphabetically sort the entire list in ascending order

•move the selected QuickSet to the top of the list

•move the selected QuickSet up one position

•move the selected QuickSet down one position

•move the selected QuickSet to the bottom of the list

Click OK to save your changes.

Customizing QuickSets

Operations on Quicksets

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Click to to display the Create New Set dialog box

•Enter the name of the new QuickSet•Enter a description (optional)•Click OK to add the new QuickSet

Customizing QuickSetsOperations on Quicksets

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Copy a QuickSet and its resources to a new QuickSet

Click the link from the Database List section

•Enter the name of the new QuickSet in the Set Name field•Click OK to copy the QuickSet to the specified target

Customizing QuickSets

Operations on QuickSets

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Update a QuickSet by changing its name or description

Click from the Database List section

Update the Name and/or Description fields. Click OK to update the QuickSet.

Customizing QuickSets

Operations on QuickSets

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Delete the QuickSet

Click the link from the Database List section

Click OK to delete the QuickSet

Customizing QuickSets

Operations on QuickSet resources

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Change the display order of a QuickSet’s resources

Customizing QuickSetsOperations on Quickset resources

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Use the following actions to set the order of the items in the list:

•alphabetically sort the entire list in ascending order

•move the selected resource to the top of the list

•move the selected resource up one position

•move the selected resource down one position

•move the selected resource to the bottom of the list

Click OK to save your changes.

Customizing QuickSetsOperations on QuickSet resources

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Copy a resource to the clipboard

Click next to the resource that you want to copy from the Database List section

Customizing QuickSets

Operations on QuickSet resources

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Remove a resource from the QuickSet

Click next to the resource that you want to remove from the quickset

Customizing QuickSets

Operations on QuickSet resources

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Display information about the resource

Click next to the resource that you want to display information about

Customizing QuickSets

Using the Clipboard

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You can perform the following operations on the resources that you place on the clipboard:

Add a resource to the QuickSet’s database list Remove a resource from clipboard Display information about a resource Save all of the resources on the clipboard to a new QuickSet Remove all of the resources from the clipboard

Customizing QuickSets

Using the Clipboard

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