opac manager guide -...

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OPAC Manager Guide 2012.3.28

Copyright © CyberTools Inc. 1998-2012: All rights reserved.

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1 OPAC Manager Menu .................................................................................................. 3

1.1 Overview to the OPAC Manager ......................................................................... 3

1.2 Format of the OPAC Manager Guide ................................................................. 3

1.3 OPAC Manager Menu .......................................................................................... 4

1.4 Fields: OPAC Manager Menu ............................................................................ 4

2 HTML Management ...................................................................................................... 6

2.1 Overview OPAC Manager HTML Colors and Fonts ........................................ 6

2.2 OPAC Manager HTML Colors and Fonts .......................................................... 7

2.3 Fields: OPAC Manager HTML Colors and Fonts ............................................ 7

2.4 Overview to HTML Main Search Page Logo and Header ............................. 13

2.5 OPAC Manager HTML Main Search Page Logo and Header ...................... 13

2.6 Fields: OPAC Manager HTML Main Search Page Logo and Header........ 13

2.7 Overview to HTML Main Search Hyperlinks & Footer ................................... 16

2.8 Conversion from early version of the OPAC ................................................... 16

2.9 OPAC Manager HTML Main Search Page Hyperlinks and Footer ............. 17

2.10 Fields: OPAC Manager HTML Main Search Page Hyperlinks and Footer....................................................................................................................................... 17

2.11 Overview: Search Results & Details Header & Footer ................................ 21

2.12 OPAC Manager HTML Search Results & Details Header and Footer ..... 21

2.13 Fields: OPAC Manager HTML Search Results & Details Header and Footer ........................................................................................................................... 21

3 System Management ................................................................................................. 23

3.1 Overview to OPAC Manager System Basics .................................................. 23

3.2 OPAC Manager: System Basics ....................................................................... 23

3.3 Fields: OPAC Manager: System Basics ......................................................... 24

3.4 Overview to OPAC Manager Search Catalog Properties ............................. 27

3.5 OPAC Manager: Search Catalog Properties ................................................. 27

3.6 Fields: OPAC Manager: Search Catalog Properties ................................... 28

3.7 Overview to OPAC Words: Main Search et al. ............................................... 37

3.8 OPAC Words: Main Search, Search Results, Details, and Messages ...... 37

3.9 Fields: OPAC Words: Main Search, Search Results, Details, and Messages .................................................................................................................... 38

3.10 Overview Words: Subject Headings, Paging... ............................................. 43

3.11 OPAC Words: Subject Headings, Paging, and Bibliography .................... 43

3.12 Fields: OPAC Words: Subject Headings, Paging, and Bibliography ...... 44

3.13 Overview Details MARC Tags & Subfields Selection .................................. 47

3.14 OPAC Manager Details MARC Tags and Subfields Selection .................. 48

3.15 Fields: OPAC Manager Details MARC Tags and Subfields Selection .... 48

3.16 Overview OPAC Manager Details MARC Tag Order .................................. 51

3.17 OPAC Manager Details MARC Tag Order .................................................... 52

3.18 Fields: OPAC Manager Details MARC Tag Order ...................................... 52

Index ................................................................................................................................. 56

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1 OPAC Manager Menu 1.1 Overview to the OPAC Manager The OPAC Manager controls the look, feel, and content of both the Staff Search Catalog and the Patron Search Catalog (the latter is also known as the OPAC). Colors, fonts, search behavior, Search Results content, and Details content are all controlled by this menu's functions. Use the Staff Functions Properties to access the OPAC Manager.

1.2 Format of the OPAC Manager Guide This guide may appear in a traditional paper format, as an HTML document, as Windows Help, or as context sensitive help. The first three formats utilize a variety of formatting rules and associated fonts that are discussed here. Normal free text discussion is in a proportional font, typically Arial or Times Roman. Any line that starts with punctuation or contains more than two contiguous space characters uses a mono font (a.k.a. fixed font), typically Courier. This is to facilitate the display of lists, schematics, pseudo-window displays, etc. Titles are bold. Text fields and other objects (radio buttons, push buttons, etc.) report some attributes (character length, mandatory, tab stop, etc.,) in an italicized font. Field and object attributes selection choices use a second mono font. A Window image appears either as a bitmap graphic or a character text display enclosed in a box of character lines such as:

-----------------------------------

| Window Title |

| |

| Field Label: ___________ |

| |

| [ ] Check Box Object |

| |

| ( ) Radio Button Object |

| |

| [Push Button Object] |

| |

-----------------------------------

Numbers may appear on or near the objects. These numbers correlate to the textual documentation which follows the window display.

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1.3 OPAC Manager Menu

1.4 Fields: OPAC Manager Menu 1.4.1 Field 1 Function Keys 1.4.2 Field 2 OPAC Manager Menu: Function [Staff Search Catalog] opens the Staff Search Catalog. It is different from the Patron Search Catalog in two ways. First, it has more functions available, e.g., Item Inquiry, MARC Export, etc. Second, it uses Java windows rather than HTML. Function [HTML Search Catalog (OPAC)] launches a browser to run the HTML Search Catalog for a patron, a.k.a., the OPAC. It has fewer functions than the Staff Search Catalog, but the browser allows more customization. Section "HTML Management" effects function [HTML Search Catalog (OPAC)] only. Function [Colors and Fonts] specifies the HTML background and foreground colors, and the fonts, for the HTML page Body, Data, and Buttons. Link colors are also specified. The Horizontal

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Rule's color and height are specified. Function [Main Search Page Logo and Header] dictate the Main Search Page's HTML logo. A header can follow or be a substitute for the logo. The presentation of the Organization and Library Names are controlled here. Function [Main Search Page Hyperlinks and Footer] manages a table of HTML hyperlinks and URLs. A footer can follow or be a substitute for the links. Function [Search Results and Details Header and Footer] determine the Search Results, Details, and all non-Main Search Page headers and footers. Section "System Management" applies to both the Staff Search Catalog and the HTML Search Catalog (OPAC). These functions should be used with great caution. Function [Basics] controls numerous content and behavior properties. It is infrequently used. Function [Search Catalog Properties] is nearly identical the both the Staff Search Catalog->Properties and HTML Search Catalog-> Properties. The most significant control is the Search Results Display Values. These values determine the content and format of the Search Results pages. Function [Words: Main, Search Results, Details...] manages the Main Search, Search Results, and Details push button labels. Some Main Search Page phrases are also here. Function [Words: Subject Headings, Paging, and Bibliography] manages phrases used in Subject Headings pages. Paging words are here too. Bibliography words are words that should be lower case. Function [Details: MARC Tags and Subfields Selection] works by first specifying an individual tag, and then that tag's subfields, for the Details display. Function [Details: MARC Tag Order] is the list tags for the Details display. Menu Style: Push Button

Menu Values:

Staff Search Catalog

HTML Search Catalog (OPAC)

Colors and Fonts

Main Search Page Logo and Header

Main Search Page Hyperlinks and Footer

Search Results and Details Header and Footer

Basics

Search Catalog Properties

Words: Main , Search Results, Details...

Words: Subject Headings, Paging, & ...

Details: MARC Tags and Subfields Selection

Details: MARC Tag Order

Help

Leave the OPAC Manager Menu

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2 HTML Management 2.1 Overview OPAC Manager HTML Colors and Fonts Function Search Catalog may be expressed via HTML in a browser. This version of Search Catalog is called the HTML Search Catalog, a.k.a., the OPAC. Its target user is the patron. The HTML Management section of the OPAC Manager menu, described here in Section 2, applies strictly to the HTML version of the Search Catalog.

OPAC Manager function [HTML Colors and Fonts] establishes the fundamental colors and fonts for all text for the HTML Search Catalog. Five sets of colors and fonts are controlled by this function window: background, data, push buttons, hyperlink, and horizontal rule. Function [HTML Colors and Fonts] is accessed from the OPAC Manager menu.

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2.2 OPAC Manager HTML Colors and Fonts

2.3 Fields: OPAC Manager HTML Colors and Fonts 2.3.1 Field 1 Function Keys 2.3.2 Field 2 Body Background Color: 20 characters Purpose: Specify the background color for the HTML OPAC. It will be used in the style property for BODY BACKGROUND. Format: Any valid HTML color, e.g., WHITE or #FFFFFF, which are the same. Case does not matter. A nil value will use the browser' s default background. Suggestion: If you have a logo with a white background, then this value should be WHITE. Otherwise a soft hue is best, e.g., the light gray #eeeeef or the pale yellow #FFFFCC

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. 2.3.3 Field 3 Body Font Color: 20 characters Purpose: the Body Font Color is applied to any static text on the HTML OPAC, e.g., Main Page Header and Footer, Details data, etc. A nil value will use the browser's default, which is typically black. Format: Any valid HTML color, e.g., BLACK or #000000, which are the same. Case does not matter. 2.3.4 Field 4 Body Font-Family: 50 characters Purpose: field Body Font-Family is a comma separated list of font names to be used in the OPAC HTML Cascading Style Sheet (CSS). For example:

arial, helvetica, sans-serif

The above list is recommended. A font's name that contains a space needs to be in quotes, e.g.

Arial, "New Century Schoolbook", Tahoma

Case does not matter. 2.3.5 Field 5 Body Font Size: 10 characters Purpose: field Body Font Size may use any HTML font size syntax, e.g., small, large, 60%, etc. Nil is recommended so that a patron will receive his/her personal preference. 2.3.6 Field 6 Body Italic or Bold: multiple Purpose: two fonts styles are available, Italic and Bold. Both are discouraged. 2.3.7 Field 7 Data Background Color: 20 characters Purpose: Specify the background color for field data, field labels, and drop-down table list for use in the HTML OPAC. We recommend that this field is blank. Blank insures that data and labels will use the Body Background Color. Format: Blank is the best value. Otherwise use any valid HTML color, e.g., WHITE or #FFFFFF, which are the same. Case does not matter. 2.3.8 Field 8 Data Font Color: 20 characters Purpose: the Data Font Color is applied to any field label, field data, or table drop-down data on the HTML OPAC, e.g., Main Page fields 'Search For' and 'Search by'. A nil value will use the browser's default, which is typically black. Blank is recommended. Format: Any valid HTML color, e.g., BLACK or #000000, which are the same. Case does not matter.

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2.3.9 Field 9 Data Font-Family: 50 characters Purpose: field Data Font-Family is a comma separated list of font names to be used in the OPAC HTML Cascading Style Sheet (CSS) for the field labels, field data, and table drop-down lists. For example:

arial, helvetica, Tahoma



Case does not matter. 2.3.10 Field 10 Data Font Size: 10 characters Purpose: field Data Font Size may use any HTML font size syntax, e.g., small, large, 60%, etc. Nil is recommended so that a patron will receive his/her personal preference. 2.3.11 Field 11 Data Italic or Bold: multiple Purpose: two fonts styles are available, Italic and Bold. Both are discouraged. 2.3.12 Field 12 Button Background Color: 20 characters Purpose: Specify the push button background color for the HTML OPAC. A nil value will use the browser's default button background color, typically a soft gray. When this background is not nil, then square corners replace the standard push button rounded corners.

Format: Blank is the best choice. Otherwise any valid HTML color, e.g., WHITE or #FFFFFF, which are the same. Case does not matter. 2.3.13 Field 13 Button Font Color: 20 characters Purpose: the Button Font Color is applied to any push button text on the HTML OPAC, e.g., Main Page Header and Footer, Details data, , etc. A nil value will use the browser's default, which is typically black. Blank is recommended. Format: Any valid HTML color, e.g., BLACK or #000000, which are the same. Case does not matter.

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2.3.14 Field 14 Button Font-Family: 50 characters Purpose: field Button Font-Family is a comma separated list of font names to be used in the OPAC HTML Cascading Style Sheet (CSS) for push button text. For example:

arial, helvetica, Tahoma



Case does not matter. 2.3.15 Field 15 Button Font Size: 10 characters Purpose: field Button Font Size may use any HTML font size syntax, e.g., small, large, 60%, etc., for the text which appears on a push button. Nil is recommended so that a patron will receive his/her personal preference. 2.3.16 Field 16 Button Font Italic or Bold: multiple Purpose: two fonts styles are available, Italic and Bold. Both are discouraged. 2.3.17 Field 17 Hyperlink New Font Color: 20 characters Purpose: the Hyperlink New Font Color is applied to a hyperlink on the HTML OPAC prior to being selected. A nil value will use the browser's default, which is typically blue. Format: Any valid HTML color, e.g., BLUE or #0000ff, which are the same. Case does not matter. 2.3.18 Field 18 Hyperlink New Text Decoration: Purpose: specify if newly displayed hyperlinks should be underlined. We recommend that you do not use underline here. 2.3.19 Field 19 Hyperlink Hover Font Color: 20 characters Purpose: the Hyperlink Hover Font Color is applied when the mouse sprite pauses over a hyperlink in the HTML OPAC. A nil value will result in no change to the hyperlink. Format: Any valid HTML color, e.g., RED or #ff0000, which are the same. Case does not matter. 2.3.20 Field 20 Hover Text Decoration: Purpose: specify if hyperlink should be underlined when the mouse sprite pauses over the link. We recommend that you do not use underline here.

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2.3.21 Field 21 Hyperlink Active Font Color: 20 characters Purpose: the Hyperlink Active Font Color is applied to a hyperlink on the HTML OPAC while the link is being selected. A nil value will use the browser's default, which is typically blue. Format: Any valid HTML color, e.g., RED or #ff0000, which are the same. Case does not matter. 2.3.22 Field 22 Active Text Decoration: Purpose: specify if a hyperlink should be underlined when it is selected. We recommend that you use underline here. 2.3.23 Field 23 Hyperlink Visited Font Color: 20 characters Purpose: the Hyperlink Visited Font Color is applied after a hyperlink is selected in the HTML OPAC. Format: Any valid HTML color, e.g., PURPLE or #5b0098, which are the same. Case does not matter. 2.3.24 Field 24 Visited Text Decoration: Purpose: specify if a selected hyperlink should be underlined. We recommend that you do not use underline here. 2.3.25 Field 25 Horizontal Rule Color: 20 characters Purpose: the Horizontal Rule is used to visually segment a page into distinct horizontal panels. Almost all HTML OPAC windows use a horizontal rule. A nil value typically results in a gray line. Format: Any valid HTML color, e.g., gray or #808080, which are the same. Case does not matter. 2.3.26 Field 26 Horizontal Rule Height: 3 characters Purpose: the Horizontal Rule Height determine the thickness of the line. Any valid Horizontal Rule Height value can be used here. A number without any labeling will be applied as pixels. A 5 is a good value here. 2.3.27 Field 27 Font Small Size: 20 characters Purpose: some HTML OPAC text is displayed with HTML small font. Field Font Small Size can modify the definition of small. The field accepts any HTML encoding for a font size as in a style statement, e.g., 60%, smaller, x-small, 8pt, etc.

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2.3.28 Field 28 Controls Ok, Cancel, & Help: Purpose: To specify an action that controls the window's flow. [Ok] will save and apply the displayed values, whereas [Cancel] will reject the changes. [Help] will display all of the documentation for the window. Press the Help key for context sensitive help for each field. Format: It is an action that toggles the push button. Menu Style: Push Button

Menu Values:

Ok

Cancel

Help

2.3.29 Field 29 Display a color wheel or fonts: Push button [Display a color wheel] launches http://r0k.us/ graphics/SIHwheel.html into a browser. Find a color and copy its hexadecimal value or name into the color field. Push button [Display fonts] launches http://kalart.com/fonts.html into a browser. Find a font and copy its name into any of the font-family fields. Any font name that contains a spaces need to be in single quotes, e.g., 'Arial Narrow'.

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2.4 Overview to HTML Main Search Page Logo and Header OPAC Manager function [HTML Main Search Page Logo and Header] allows a library to specify a graphical file URL as a logo for the top of the HTML OPAC Main Search Page. The graphic can be scaled. It can also be a hyperlink to a URL. In addition to the logo, or instead of the logo, a block of custom text or HTML code can enhance the HTML OPAC Main Search Page. Lastly, the organizational and library names presence are controlled from here. This function is accessed from the OPAC Manager menu.

2.5 OPAC Manager HTML Main Search Page Logo and Header

2.6 Fields: OPAC Manager HTML Main Search Page Logo and Header 2.6.1 Field 1 Function Keys 2.6.2 Field 2 Logo URL: 300 characters Purpose: the Logo URL is a full URL to a graphic file. The URL needs to be the full syntax, e.g.,

http://www.MyLibrary.org/MyLogo.gif

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We suggest that you first enter the URL into your browser's address field to make sure that it works, then mark, bound, and copy from the address field, then paste it into the Logo URL field. 2.6.3 Field 3 Scale to Height (px): 3 characters Purpose: the best OPAC logos are no taller than 100 pixels. The length does not matter. If your logo is much taller than 100 pixels, you should use a height of 100 and then calculate the scaled width. For example, this logo:

http://CyberToolsForLibraries.com/images/logo_151x361.jpg

is 151 pixels tall and 361 pixels wide. To make it fit as the OPAC logo, calculate the width, e.g., 100/151=.66 so .66x361=232:

Scaled to Height (px) 100 Scaled to Width (px) 232

2.6.4 Field 4 Scale to Width (px): 3 characters Purpose: the best OPAC logos are no taller than 100 pixels. The length does not matter. If your logo is much taller than 100 pixels, you should use a height of 100 and then calculate the scaled width. For example, this logo:

http://CyberToolsForLibraries.com/images/logo_151x361.jpg

is 151 pixels tall and 361 pixels wide. To make it fit as the OPAC logo, calculate the width, e.g., 100/151=.66 so .66x361=232:

Scaled to Height (px) 100 Scaled to Width (px) 232

2.6.5 Field 5 Logo Hyperlink URL: 300 characters Purpose: the Logo Hyperlink URL is the URL to which the logo graphic will resolve if the user clicks on the graphic. Typically it is the library's homepage. Format: typically it is a full URL, e.g.,

http://www.MyOrganizationWebSite.org/library/

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2.6.6 Field 6 Main Search Header: 78 characters, multiple Purpose: This Header appears at the top of HTML Main Search page and the HTML Main A to Z page. It can be simple text or complex HTML. For example, simple text might be an announcement:

The library will be closed starting on Thanksgiving

for four days.

Or the header can be HTML code:

<TABLE><TR><IMG SRC="http://mysite.com/mylogo.gif" BORDER=0

WIDTH=58 HEIGHT=56></TD>

<TD><H2>My Library</H2></TD></TR></TABLE>

HTML references to other objects (e.g. graphic files) must contain a full http://node/directories/ file reference. 2.6.7 Field 7 Main Header Use: HTML vs Text: Purpose: field Header Use indicates the nature of the Header. As text the Header will be formatted in the HTML OPAC is it appears in this window. As HTML the Header is inserted into the OPAC HTML page so that it can be interpreted as HTML code by the browser. Menu Style: Radio Button/Check Box

Menu Values:

HTML Code

Text

2.6.8 Field 8 Skip Names on the Main Window: multiple Purpose: Field Skip on the Main Search Window specifies if the organization's name and/or the catalog's name should appear on the HTML OPAC window. If the site's Logo or Header identifies the organization and/or the library, then these check boxes should be used to prevent duplication. If the catalog is part of a union catalog system, then option Skip Catalog Name is invalid since it is an active (not a display only) field on the OPAC. Menu Style: Radio Button/Check Box

Menu Values:

Organization Name

Catalog Name

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Menu Values:

Ok

Cancel

Help

2.7 Overview to HTML Main Search Hyperlinks & Footer OPAC Manager function [HTML Main Search Page Hyperlinks and Footer] allows a library to add links to other resources to the bottom of the Main Search. These links are typically the library's homepage, databases, etc. The links can be displayed as vertical bullet lists or streamed horizontally across the page. If the library adds its own links here, then the software will move functions Help, Recent Arrivals, Patron Account, and A to Z into this collection of links at runtime. In addition to the links, or instead of the links, a block of custom text or HTML code can enhance the HTML OPAC Main Search Page. This footer can be simple text, e.g., instruction on how to use the OPAC, or complex HTML code. This function is accessed from the OPAC Manager menu.

2.8 Conversion from early version of the OPAC If you are running this function for the first time after the introduction of the 2012 OPAC Manager, and you have simple hyperlinks as HTML code in your Main Search page Footer, then the OPAC Manager will offer to convert the HTML code to the OPAC Manager Hyperlink Table. You will see this window:

|---------------Convert old footer to new URL table?----------|

| Your OPAC Manager Main Footer uses in the old URL format. |

| Do you want to convert it to the new URL format? |

| Converting is recommended. |

| [Keep Old] [Convert] |

|-------------------------------------------------------------|

If function [Convert] is selected, then the next window allows you to archive the footer prior to the conversion. If the conversion is less than perfect, you can either restore the original footer, or diagnosis the problem to determine a solution.

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2.9 OPAC Manager HTML Main Search Page Hyperlinks and Footer

2.10 Fields: OPAC Manager HTML Main Search Page Hyperlinks and Footer 2.10.1 Field 1 Function Keys 2.10.2 Field 2 Hyperlinks & Footer Small Font: Purpose: check box "Hyperlinks and Footer use small font" make all of the text in the hyperlinks and footer use a small font. Since these materials are not the OPAC's reason to be, the small font helps force the user's focus to the search portions of the page.

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2.10.3 Field 3 Hyperlink Presentation: Purpose: field Hyperlink Presentation determines if the hyperlinks are displayed as a vertical bullet list or streamed horizontally. The bullet list is similar to this:

* red

* white

* blue

* green

Whereas the horizontally presentation is:

red white blue green

If the hyperlinks are short, then Horizontal will look good and work well. Menu Style: Radio Button/Check Box

Menu Values:

Bullet List

Horizontal

2.10.4 Field 4 Hyperlink Count: 2 characters, display only Purpose: This field is display only, and serves as a counter for any hyperlinks you might add to your main OPAC page. Format: Positive Integer 2.10.5 Field 5 URL to Resource: 240 characters Purpose: Field URL is the actual URL for the resource that you want to appear on your OPAC. Example: http://gateway.nlm.nih.gov/ 2.10.6 Field 6 Group Insert/Remove Controls: Purpose: the Group Insert / Remove Occurrence are two push buttons that are equivalent to the function keys Insert (Group) Occurrence and Remove (Group) Occurrence. The push button with the + (plus) sign will insert a blank group occurrence at the location of the current occurrence. The current occurrence and all occurrences which follow are shifted to their current position plus one. In other words, the current occurrence repeating fields, and all subsequent occurrences, are shifted down so that a blank occurrence is seen in the current position. For example, given the group:

Color: red Shape: line [+][-]

Color: blue Shape: dot [+][-]

Color: green Shape: circle [+][-]

Color: yellow Shape: square [+][-]

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If blue's [+] is selected, then a blank record is inserted where blue was, and blue through yellow shift down:


Color: _____ Shape: ________ [+][-]




The push button with the - (minus) sign removes the current occurrence. All occurrences beyond the current occurrence are shift to be at their occurrence position minus one. In other words, the current occurrence of repeating fields is destroyed, shifting the subsequent occurrences to backfill the old positions, leaving a blank occurrence at the end of the group. For example, given the group:





If blue's [-] is selected, then record blue is destroyed. Green and yellow shift up. The last record is blank:




Color: _____ Shape: ________ [+][-]

2.10.7 Field 7 Link Text: 60 characters Purpose: Field Link Text the text that represents the URL on the HTML page. It is what the viewer clicks on. This text will appear in place of the actual hyperlink URL. If the Link Text is blank, then the URL itself is displayed. Example: if the URL is http://loc.gov/, then the Link Text would be "Library of Congress." 2.10.8 Field 8 Main Search Footer: 78 characters, multiple Purpose: This Footer appears at the bottom of HTML Main Search page and the HTML Main A to Z page. It can be simple text or complex HTML. For example, simple text might be an announcement:

The library will be closed starting on Thanksgiving

for four days.

Often the text is instructions on how to search the OPAC. Alternatively the Footer can be complex HTML code:

<TABLE><TR><TD>

<A HREF="http://MySite.com/">Return to the homepage</A></TD>

<TD><A HREF="http://www.ncbi.nlm.nih.gov/entrez/query.fcgi">

Search PubMed</A></TD></TR></TABLE>

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2.10.9 Field 9 Main Footer Use: HTML vs Text: Purpose: field Footer Use indicates the nature of the Footer. As text the Footer will be formatted in the HTML OPAC is it appears in this window. As HTML the Footer is inserted into the OPAC HTML page so that it can be interpreted as HTML code by the browser. Menu Style: Radio Button/Check Box

Menu Values:

HTML Code

Text


Menu Values:

Ok

Cancel

Help

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2.11 Overview: Search Results & Details Header & Footer The OPAC Manager function [HTML Search Results & Details Header and Footer] gives the library the means to tailor the top and/or bottom of the HTML Search Results pages and the HTML Details pages. Either plain text or complex HTML can be used.

2.12 OPAC Manager HTML Search Results & Details Header and Footer

2.13 Fields: OPAC Manager HTML Search Results & Details Header and Footer 2.13.1 Field 1 Function Keys 2.13.2 Field 2 Search Results/Details Header: 78 characters, multiple Purpose: The Search Results and Details Header appears at the top of each HTML page which is not the Main Search page. It can be simple text or complex HTML. For example, a common text message is library's name followed by "Do not use the Browser's BACK button." It is uncommon to use HTML here. 2.13.3 Field 3 Search Results/Details Use: 2.13.4 Field 4 Header Small Font:

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2.13.5 Field 5 Search Results/Details Footer: 78 characters, multiple Purpose: The minor footer HTML appears at the bottom of each page of each page which stems from a major page. A Search Results page is a minor page. This footer HTML usually contains a small amount of navigational information. Format: It is any valid HTML code. References to other objects (e.g. graphic files) must contain a full http://node/directories/ file reference. Example: <P><SMALL><A HREF="http://mysite.com/">Return to the Home Page</A> </SMALL></P> 2.13.6 Field 6 Footer Use: 2.13.7 Field 7 Footer Small Font: 2.13.8 Field 8 Controls Ok, Cancel, & Help: Purpose: To specify an action that controls the window's flow. [Ok] will save and apply the displayed values, whereas [Cancel] will reject the changes. [Help] will display all of the documentation for the window. Press the Help key for context sensitive help for each field. Format: It is an action that toggles the push button. Menu Style: Push Button

Menu Values:

Ok

Cancel

Help

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3 System Management 3.1 Overview to OPAC Manager System Basics Function [Basics] controls numerous content and behavior properties. It is infrequently used. Most use is based on interaction with the CyberTools Support group. Function [Basics] is access via the OPAC Manager.

3.2 OPAC Manager: System Basics

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3.3 Fields: OPAC Manager: System Basics 3.3.1 Field 1 Function Keys 3.3.2 Field 2 System Options: multiple The System Options determine the fundamental behavior of the OPAC. Most of the options are independent of each other. Allow Bibs without Items to be Displayed controls whether a work is displayed to patrons if it has no items. Display MeSH before LC sorts the subject headings by subject source. Since many MARC records contain both LC subject headings and MeSH, and their order is not predetermined, this option can force MeSH before LC in the OPAC selection display. This feature effects only the Search Results display. Display Author Notes in Author Selection exposes the Author notes in the Author Authority database. Don't Show Due Date to Patron in Details turns off the standard behavior of showing the due date to a patron in the OPAC's Detail window display. No Enhanced Subject Headings for Patrons disables Enhanced Subject Headings found under the Search By function for patrons only. Library staff will still have access to this function. Allow Holds enables the Hold function in the Detail display. Allow Renew enables the Renew function from Account. Allow MARC Bib Display enables a MARC output in both the Details window and in the Saved Results output. If the OPAC user is a librarian, then this setting is ignored and the librarian may select MARC outputs. If enabled, then the Details window will have a Properties push button whereby the user may toggle between Brief, Full, MARC Encoded, and MARC Decoded.

Require Patron Login forces the patron to login via the account and password window prior to using the OPAC. This option is typically used for private, secure libraries, such as a corporate library. Restrict patrons to this catalog is only relevant to a catalog that is sharing bibliographic records in a union catalog. Normally, catalogs that do share allow their patrons to search any of the individual catalogs or all of them. Occasionally, a library needs to commit to the union catalog but wants to restrict their own patrons to searching only their catalog, which this option enables. Show Borrower in Details will display the borrower's name in the Details as part of the Item Status column in the patron's Search Catalog. It will not display in the Staff Search Catalog. For example:

Vol/Is/Yr/Copy Location Call# Status

C=1 Stacks Due 12/24 for Doe,J

"Start union catalog OPAC as All Catalogs" is valid for union catalogs. Normally Search Catalog

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targets a library's own holdings. This option starts an OPAC search with the Catalog selection "All Catalogs". Menu Style: Radio Button/Check Box

Menu Values:

Allow Bibs without Items to be Displayed

Display MeSH before LC in OPAC

Display Author Notes in Author Selection

Don't Show Due Date to Patron in Details

No Enhanced Subject Headings for Patrons

Allow Holds

Allow Renews

Allow MARC Bib Display

Require Patron Login

Restrict patrons to this catalog

Show Borrower in Details

Start union catalog OPAC as All Catalogs

3.3.3 Field 3 Search Results Sorting: Purpose: option In Search Result, Sort Serial Titles Last changes the default Search Results sort order. The normal Search Result sort order is to show the most recent titles first. An active serial title is open ended for its publication date, thus will sort first. Nevertheless, some libraries prefer to always sort all serial titles at the end of the Search Results which is what this feature enables. 3.3.4 Field 4 Details Max. Char./Line: 2 characters, mandatory Purpose: To specify the maximum number of characters on one line in the Details Display. Format: It is any number greater than 65 and less than 81. The recommend value is 80. 3.3.5 Field 5 Maximum Added Entries Display: 3 characters Purpose: the "Maximum Number of Added Entries to be Displayed" applies to tags 700 through 759, and 800 through 839. If this value is nil then all of the Added Entries are displayed. If the value is a positive number, then that number is the maximum number of each Added Entry tag that will be displayed. It is not cumulative for all Add Entries tags. For example, if the maximum value is 10, and the bib has twenty authors in tag 700, and thirty occurrences of tag 740, then the first ten occurrences of each tag are displayed. The "Maximum Number of Added Entries to be Displayed" does not effect indexing. 3.3.6 Field 6 Save Days of Search History: 4 characters, mandatory Purpose: To specify the number of days that the system should save OPAC search history. The value must be greater than 400 (i.e., you should keep at least a year's worth of history).

26

Format: It is any integer greater than 400. Discussion: Whenever the Monthly Catalog Search Report is run, it will first remove old search histories according to the supplied value. It does not purge the compiled reports. It is necessary to remove the detail since it consumes a lot of disk space. 3.3.7 Field 7 Controls Ok, Cancel, & Help: Purpose: To specify an action that controls the window's flow. [Ok] will save and apply the displayed values, whereas [Cancel] will reject the changes. [Help] will display all of the documentation for the window. Press the Help key for context sensitive help for each field. Format: It is an action that toggles the push button. Menu Style: Push Button

Menu Values:

Ok

Cancel

Help

27

3.4 Overview to OPAC Manager Search Catalog Properties OPAC Manager Function [Search Catalog Properties] is nearly identical to the OPAC's own Search Properties. OPAC Manager Function [Search Catalog Properties] establishes the defaults for the OPAC Search Properties. This function is the most critical for determining content and behavior. This function determines:

- the initial Search window;

- Search mechanics;

- Subject Headings Explode;

- 'Sees' display;

- Search Results Display Values;

- Number of Rows for the Search Results;

- Details Default.

This function is accessed via the OPAC Manager Menu.

3.5 OPAC Manager: Search Catalog Properties

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3.6 Fields: OPAC Manager: Search Catalog Properties 3.6.1 Field 1 Function Keys 3.6.2 Field 2 Initial Window: 1 character, mandatory Purpose: To specify the initial search window when the user starts a session. Format: It is any number that represents a window. Table Values:

2 Main Catalog Search, Power

3 Main Catalog Search, Simple

3.6.3 Field 3 Search Properties: multiple, tab stop Purpose: to empower the search by selecting additional Search Properties. Format: a choice is made from one or more check boxes. Discussion: Exact Word(s) restricts the search to finding works with all of the Search word(s). The software might convert the words from plural to singular, correct for diphthongs, and make a few other simple corrections to improve the search. This is referred to as normalization, or normalizing the search. A work must contain all of the words exactly, but not necessarily in order. For example, if the search is "low back pain", then any work with "low back pain" or "pain, low back" would find its way into the Search Results. Conversely, "lower back pain" would not qualify for Search Results. If Exact Word(s) is deselected, then the software finds every word variation found in the database for each token in the Search. For example, given the terms "low back pain", the software will now find "lower" and "back" and "pain", "lower" and "backache" and "painful", etc. 1->Solution automatically skips intervening selection windows which contain a single entry, jumping ahead to the targeted solution. For example, given the search "HIV-2" used in the Subject Function, if only one subject contains "HIV-2", and "1->Solution" is not set, then the subject "HIV-2" is displayed to the user as a single subject. But, if "1->Solution" is turned on, then the user is spared making the single selection and the software races to the next step, thus saving time. Why deselect this feature? Sometimes it will bypass important intermediate information. For example, if searching by author for "Doe,J", and there is only one author with that name, then the author display is bypassed and all of the holdings are directly displayed. This is usually desirable, unless you wanted to see the author data. Immediate Results searching forces a Search Result display as soon as a page worth of results are discovered. It's fast. Contrariwise, the search engine will find all occurrences prior to any Search Result display. With small databases, this feature does not matter. With large databases, this feature allows the user to see the most recent publications immediately, without waiting for a search to complete: this makes a big difference with complex searches. A side-effect of Immediate Results is that the Search Results will not display a total count. Titles Search Skips Titles->Holdings is a Title Search Optimization. Typically, in authority

29

searching (authors, title, subjects), the search engine first returns a list of matching terms, from which the user selects specific term(s) to display related holdings. The option Titles Search Skips Titles-> Holdings bypasses the term display and selection by assuming the user will want all of the titles, and simply displays the related holdings. Menu Style: Radio Button/Check Box

Menu Values:

Exact Word(s)

1 Result->Solution

Immediate

Titles Search Skips Titles->Holdings

3.6.4 Field 4 Explode Properties: multiple, tab stop Purpose: To tailor the properties of the Explode function, found in the Enhanced Subject Headings search results window. This effects hierarchical search vocabularies such as MeSH. Format: It is a check box selection. Discussion: Up Tree allows the explode to go from a selected term towards the root of the term. Include See Related will take the selected term's See Related terms into the explosion. Menu Style: Radio Button/Check Box

Menu Values:

Include Ascending Terms

Include See Related Terms

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Explode optionally includes the MeSH See Related (Also) terms for possible citations for the targeted term. Any related terms with citations are displayed with a multiple selection feature. Furthermore, Explode may gather the ascending terms toward the root term. Both of these options are determined by the Search Properties settings. Consider the term HIV in 1999 MeSH:

Viruses

RNA Viruses

Retroviridae

Lentivirus

Lentiviruses, Primate

HIV

HIV-1

HIV-2

Viruses

Vertebrate Viruses

RNA Viruses

Retroviridae

Lentivirus


HIV

HIV-1

HIV-2

HIV's See related:

Receptors, HIV

Reverse Transcriptase Inhibitors

Another system's Explode might only take the targeted term HIV and its descendants HIV-1 and HIV-2. This system's Explode can optionally allow all of the ascendants: Viruses

RNA Viruses

Retroviridae

Lentivirus


Viruses

Vertebrate Viruses

RNA Viruses

Retroviridae

Lentivirus


and can optionally include the two See Related terms

Receptors, HIV

Reverse Transcriptase Inhibitors

for a powerful exploration of the literature.

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3.6.5 Field 5 Authority "Sees" Display: mandatory Purpose: To determine the display format of authority "Sees" terms. This effects all Subject Headings and Author search displays. Discussion: A "see" is a term that reverts to another term automatically. For example, Samuel Clemens is a "see" to Mark Twain. William Jefferson Clinton is a "see" to Bill Clinton. In the National Library of Medicine's Medical Subject Headings (MeSH), Cancer is a "see" to Neoplasm. Option "Show all sees" will show all non-redundant terms that match the search and which point to the terminating term. For example, a search on Serodiagnosis in MeSH 2000 will yield:

Select from Exact Enhanced Subject Headings "Serodiagnosis".

-------------------------------------------------------------

( ) Serologic Tests

used for SERODIAGNOSIS

( ) AIDS Serodiagnosis

used for HIV SERODIAGNOSIS

used for HTLV-III SERODIAGNOSIS

( ) Syphilis Serodiagnosis

used for SERODIAGNOSIS, SYPHILIS

-------------------------------------------------------------

[Main] [Holdings] [Define] [Explode] [Help]

Since HTLV-III SERODIAGNOSIS is shown, the redundant term "HTLV III SERODIAGNOSIS" is not shown, although NLM does list it. It is not shown since it does not add significant value to this display. Option "Show Optimized Sees" will show the relevant terms, unless the target term sufficiently contains the term. Using the same example as above:


-------------------------------------------------------------

( ) Serologic Tests

used for SERODIAGNOSIS



-------------------------------------------------------------


Since AIDS Serodiagnosis and Syphilis Serodiagnosis contain the search term, it may be unnecessary to show the Sees which also contain the search term.

32

Option "Don't show the 'Sees'" makes for the briefest display by not showing the rendering term. Again using the Serodiagnosis search:


-------------------------------------------------------------

( ) Serologic Tests



-------------------------------------------------------------


Here, Serologic Test appears without any documentation as to why it matches the search Serodiagnosis. The user might correctly assume that the search engine is assisting in the search. Which is the best display? The answer depends on the task, the depth of personal knowledge, and personal preferences. Menu Style: Radio Button/Check Box

Menu Values:

Show all Sees

Show optimized Sees

Don't show Sees, only show target authority

3.6.6 Field 6 Search Results Display Values: multiple Purpose: To dynamically customize the Display Properties and the Saved Results Display. Format: Toggle the collection of check boxes with a space bar or mouse click. Menu Style: Radio Button/Check Box

Menu Values:

Author

Call Number

Subject Headings

Full Title

Serials Latest Issue

Serials Summary

Material Type(s)

Blank Line

Single Line

Number

Simple Title Bar

Same Size Windows

URLs

Discussion: Author will display the name(s) of the author(s) on the Search Results.

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Call Number forces a work's library call number to display in the Search Results Display. Subject Headings shows all of a work's subject headings right in the Search Results Display, allowing more context for selection of a work. Full Title bypasses the standard 72 character maximum that the Search Display utilizes, allowing more context for selection of a work. Serials Latest Issues includes a journal's most recent issue. Serials Summary presents each copies' Circulation Location, shelving arrangement, free text holdings comment, and compress holdings string. This option only works when searching a single catalog. In other words, if the library is in a union catalog configuration, and the search is for ALL CATALOGS, then this option is skipped. Material Types show all of a work's Material Types in the Search Results Display. If the work is simply text, the Material Type is not shown since text is the default. If the work is anything but text, or text and at least one additional form, then all of the material types are displayed. Blank Line inserts an empty row between the bibliographic items in the search results. This Blank Line may make the display easier to read. Single Line formats the Search Results into a single line display. Subject Headings, Full Title, Latest Issue, and Material Types cannot be shown in the single line display format. The author and title might be truncated, but the call number will not ( unless the call number is greater than the single line length). Number Search Results displays a serial number next to a result's check box. Simple Title Bar: the Search Results windows typically display the reason for the window in the window's title bar, e.g., " Search Results Keywords 'gout'. Page 1/5 hit=15". Some users prefer a simple title bar, with the search summation displayed in the body of the window, e.g., the title bar would display "Search Results" and the details "Keywords 'gout'. Page 1/5 hit=15" would be displayed in the window area. Same Size Windows: forces all solo (a.k.a. parent) windows to have the same height. URL displays all URL link information except those for loc.gov enrichment. Subfields $3, $y, & $z are displayed. If there is no $y, then the word "Link" is used as a hyperlink (link text). 3.6.7 Field 7 Number of Search Results Lines: 3 characters Purpose: This field represents the number of lines that are displayed for Search Results. This is not the number of results, rather it is the number of viewable lines. The maximum number of lines allowed is 200, and the minimum is 20. Nil equates to 48. 3.6.8 Field 8 Details Format: 30 characters, mandatory Purpose: To determine the format of the Details display. Format: It is a toggle button selection.

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Discussion: Full displays the bibliographic data in a labeled value format. The label specifies the datum type and the actual datum follows, e.g.:

Title: Scientific American [electronic resource].

Dates of Publication: -v. 14, no. 42 (June 25, 1859) ; new ser.,

v. 1, no. 1 (July 2, 1859)-

Imprint: New York : Munn & Co.

Current Frequency: Monthly, Nov. 1921-

<snip>

Brief also displays the bibliographic data in a labeled value format, except that it is less data than Full. Card displays the bibliographic information in a traditional Card Catalog format. The call number is in the top left corner and descends the left margin. The titles are to the right of the call number, along with author and publication data. Please see the following example. CIP displays in the Catalog In Publication format. This is the format often found on the back of the title page (the verso page). It is the same format as the Card Display other than the call number is not shown in the top left corner. MARC View enables the user to view the MARC record. MARC stands for MAchine Readable Cataloging, and is a standard method which libraries use to exchange bibliographic data. The MARC bibliographic record displays more data than any other display, but is usually not easy to comprehend by infrequent users. Some libraries disable this display. Nevertheless, some librarians can make good use of the data. The MARC display is further qualified by the Decoded or Encoded. Please see the following example.

35

Example of a Card Display:

SHELVED The New England journal of medicine. -- Vol. 198 (Feb.

WITH 23, 1928)- . -- Boston : Massachusetts Medical

JOURNALS Society, 1928- v. : ill. ; 29 cm.

Weekly

Continues: Boston medical and surgical journal.

1. Medicine--periodicals 2. Surgery--periodicals

I. Massachusetts Medical Society. II. NEJM

Link to Online Journal http://www.nejm.org/

Demo of Link when not on the Internet

http://127.0.0.1/my_web/demo/nejm.html

Example of a MARC Display Encoded:

Call# SHELVED WITH JOURNALS OCLC# #1587974

010 $a 20-20456//r822

012 ## $a 3 $b 3 $e s $k 1 $m 1

022 ## $a 0028-4793

030 $a NEJMAG

245 04 $a The New England journal of medicine.

246 30 $a NEJM

260 01 $a Boston : $b Massachusetts Medical Society, $c 1928-

265 $a 1172 Commonwealth Ave., Boston, MA 02134

300 $a v. : $b ill. ; $c 29 cm.

310 $a Weekly

362 0# $a Vol. 198 (Feb. 23, 1928)-

650 #2 $a Medicine $x periodicals

650 #2 $a Surgery $x periodicals

710 20 $a Massachusetts Medical Society.

770 0# $t Summary and proceedings of the council meeting -

Massachusetts Medical Society $x 0190-7069 $g 1968-

780 00 $t Boston medical and surgical journal $x 0096-6762

$w (DLC)sf 82006636 $w (OCoLC)1536865

850 $a MBCo $a MH-BL $a MH-CS $a MH-SF

856 ## $u http://www.nejm.org/ $z Link to Online Journal

Table Values:

Full

Brief

36

3.6.9 Field 9 Serials Holdings: multiple Purpose: Field Serials Holdings determines if the Free Text Holdings String and/or the Compressed Holdings String (a.k.a. the Compile Holdings String) are displayed in Details for a patron. These data are always displayed for staff. Menu Style: Radio Button/Check Box

Menu Values:

Free Text Holdings Statement

Compressed Holdings String


Menu Values:

Ok

Cancel

Help

37

3.7 Overview to OPAC Words: Main Search et al. Function [Search Catalog] has many words and phrases that are used in dynamic displays. You have control over these phrases. Function [OPAC Words: Main Search, Search Results, Details, and Messages] manages the words found on the Main Search window, Search Results windows, and the Details windows. This function is accessed via the OPAC Manager window.

3.8 OPAC Words: Main Search, Search Results, Details, and Messages

38

3.9 Fields: OPAC Words: Main Search, Search Results, Details, and Messages 3.9.1 Field 1 Function Keys 3.9.2 Field 2 Function Previous: 15 characters, mandatory Purpose: To rename the function which returns the user to the Previous window of the same nature, but not to the parent or Main window. For example, in a listing of holdings, while displaying Page 2, selecting Previous returns to Page 1. Function Previous is not displayed on Page 1 since there is no similar page for the return. Format: It is any reasonable word such as "Previous", "Back", " Prior". CyberTools recommends avoiding "Back" since "Back" might confuse the user with web browser "Back" behavior. 3.9.3 Field 3 Function Next: 15 characters, mandatory Purpose: To rename the function which returns the user to the Next window of the same nature. For example, in a listing of holdings, while displaying Page 2, selecting Next progresses to Page 3. Function Next is not displayed on the last page in a series. Format: Any reasonable word such as "Next", "Forward", "Continue" . CyberTools recommends avoiding "Forward" since "Forward" might confuse the user with web browser "Forward" behavior. 3.9.4 Field 4 Function These: 15 characters, mandatory Purpose: Function These marks all of the selectable objects as selected. Once used, the window is repainted with the items selected, and push button These is absent from the window. Format: It is any reasonable word. 3.9.5 Field 5 Function All: 15 characters, mandatory Purpose: Function All selects the entire Search Results. This function only appears if the Search Property Immediate is not selected. Format: Any reasonable words, such as "All", "Entire", or "Caboodle". 3.9.6 Field 6 Function Details: 15 characters, mandatory Purpose: Function Details displays the selected Holdings in a detailed format, including all bibliographic data and notes, and copy, item, and volume information. 3.9.7 Field 7 Function Help: 15 characters, mandatory Purpose: Function Help invokes context-sensitive help on the window. Format: It is any reasonable word. You may also optionally use the question mark punctuation character "?". 3.9.8 Field 8 Function Main: 15 characters, mandatory Purpose: Function Main returns to the OPAC's Main Search window.

39

Format: It is any reasonable word. Since "Main" terminates the current function, "Cancel", "Close", or "Quit" might achieve the same end. 3.9.9 Field 9 Function Print: 15 characters, mandatory Purpose: Function Print outputs the data in a window to the workstation's default printer. For character terminals, the printer must be a slave printer. 3.9.10 Field 10 Function Holdings: 15 characters, mandatory Purpose: Function Holdings closes the Select Author or Select Subject windows, and displays all of the holdings associated with authority. Format: It is any reasonable word. Try "Works", "References", etc. 3.9.11 Field 11 Functions Subjects: 15 characters, mandatory Purpose: Function Subjects returns to the Subject Selection window from the following windows:

- Bibliographic Search Results window;

- Define window;

- Subject Qualifiers window;

- Tree window.

This phrase is not the term in the Search By table on the Main windows. 3.9.12 Field 12 Functions Keywords: 15 characters, mandatory Purpose: This term appears in the Search By table and on the Search Results window. 3.9.13 Field 13 Functions Authors: 15 characters, mandatory Purpose: Function Authors returns to the Author Selection window from the Bibliographic Search Results window with the same term that is dictated here. Authors also appears in the Search By table on the Main windows. 3.9.14 Field 14 Functions Titles: 15 characters, mandatory Purpose: To specify the term which appears in the Search By field representing searching by Titles. 3.9.15 Field 15 Functions Journal Titles: 20 characters, mandatory Purpose: To specify the phrase to represent searching for Journal Titles. This search is equivalent to searching by Title and by Material Type Serial. 3.9.16 Field 16 Subject Headings: 30 characters, mandatory, tab stop Purpose: To rename the Search By table term for a Subject Headings search for terms with citations (in contrast to displaying all of the subject headings). This is not the Enhanced Subject Headings term. This is not the Function Subject found elsewhere (e.g., window to select Qualifiers, or the Details window).

40

Format: It is any text. 3.9.17 Field 17 Enhanced Subject Headings: 30 characters, mandatory Purpose: To rename the Enhanced Subject Headings term found in the Search By table on the Main windows. The Enhanced Subject Headings search for all terms, with or without citations counts. Enhanced Subject Headings includes the additional functions Define and Explode. This is not the Function Subject found elsewhere. Format: It can be composed of any characters. 3.9.18 Field 18 Numbers: 15 characters, mandatory Purpose: To rename term Numbers that appears in the Search By table on the Main windows. This term also appears in the title bar of the Search Results window when a Number search is performed. Format: This is free text. 3.9.19 Field 19 Saved Results: 30 characters, mandatory Purpose: To specify the term for collected search results found on the Power Search and beyond. Format: It is any text. The user documentation will not reflect your change. 3.9.20 Field 20 E-mail Sent: 30 characters, mandatory Purpose: This phrase is displayed in the Saved Results field as an acknowledgement to the user that the attempt to send e-mail was successful. Format: It can be composed of any characters. 3.9.21 Field 21 Function Search Results: 20 characters, mandatory, tab stop Purpose: Function Search Results returns from the Details window to the Search Results window suite, allowing modifications to the selected holdings list. 3.9.22 Field 22 Function Browse Holdings: 20 characters, mandatory Purpose: Function Browse Holdings shows the current holding in relationship to the collection, i.e., this is a shelf list display. This function displays holdings as though you are browsing books on a shelf. Format: Any reasonable words, including "Browse", "Browse Holdings", "Browse Works", "Shelf List", "Similar Works", etc. 3.9.23 Field 23 Function All Sites: 20 characters, mandatory Purpose: Function All Sites only appears in Multiple Library Site (MLS) installations, and enables the user to redisplay the item data for all collections. 3.9.24 Field 24 Function Details Properties: 15 characters, mandatory Purpose: This function determines the format of the Details window. Selecting this function

41

results in a Properties window where the user may select between the catalog card display or the MARC bibliographic display. If MARC is chosen, then further MARC conditions may be selected. Format: It is a push button selection. 3.9.25 Field 25 Function Link: 15 characters, mandatory Purpose: Function Link launches the default browser for the specified Link. Represents URLs and images. For example, a bib might have a URL to an online journal or the source site. The token is also used on Search Results which display URLs when the URLs lack link text. Format: The word must allow appending a "s" to represent more than one link. Try "Link", "URL", etc. 3.9.26 Field 26 Function Volumes: 15 characters, mandatory Purpose: Function Volume invokes an additional window for specifying detailed volume information. 3.9.27 Field 27 Function DDS: 20 characters, mandatory Purpose: Function DDS invokes a suite of child windows to operate the Document Delivery System. 3.9.28 Field 28 Function Review: 20 characters, mandatory, tab stop Purpose: Function Review is identical to Select Holdings. It returns from the Details window to the Review Holdings window suite, allowing modifications to the selected Holdings list. The difference between Select Holdings and Review is simply the window's title for the selection window. 3.9.29 Field 29 Function Hold: 14 characters, mandatory Purpose: Function Hold empowers the patron to place a Hold on an item based on the Hold rules. 3.9.30 Field 30 Free Text Holding: 15 characters, mandatory Purpose: For Serial titles, the OPAC Detail has a "Hold" line for the Free Text Holding string. You may change the word that identifies this string. 3.9.31 Field 31 Compressed Holdings: 15 characters, mandatory Purpose: For print serial titles, the OPAC Detail displays The label Hold on the line for the Compressed Holdings string. You may change the phrase that identifies this string. 3.9.32 Field 32 Title "Browse Holdings": 20 characters, mandatory, tab stop Purpose: To rename the title display Select from "Browse Holdings" which appears on the Select from Browse Holdings function. The title should tie into Detail's function "Browse Holdings". Format: Any reasonable words that reflect both the concept of browsing and what is being browsed, including "Browse Holdings", "Browse Works", "Browse Shelf List", "Browse Similar Works", etc. 3.9.33 Field 33 Table of Contents: 20 characters, mandatory

42

Purpose: Phrase "Table of Contents" is the link text in the Details display to open the table of contents display. 3.9.34 Field 34 Claims: 20 characters, mandatory Purpose: Claims is a function in Details that Displays all current claims for a print serial record. Claims only appears in the Staff Functions [Search Catalog]. 3.9.35 Field 35 Cite: 20 characters, mandatory Purpose: Cite is a function in Details that yields the bibliography, OpenURL, and an additional function to export the bibliographic data in RIS format. RIS is used by most bibliography management applications, e.g., EndNotes. 3.9.36 Field 36 Download RIS: 60 characters, mandatory Purpose: 'Download for EndNote/RefMan/RefWorks/Mendeley' is a function in Details->Cite that exports the bibliographic data in RIS format. RIS is used by most bibliography management applications, e.g., EndNotes. 3.9.37 Field 37 Controls Ok, Cancel, & Help: Purpose: To specify an action that controls the window's flow. [Ok] will save and apply the displayed values, whereas [Cancel] will reject the changes. [Help] will display all of the documentation for the window. Press the Help key for context sensitive help for each field. Format: It is an action that toggles the push button. Menu Style: Push Button

Menu Values:

Ok

Cancel

Help

43

3.10 Overview Words: Subject Headings, Paging... Function [Words: Subject Headings, Paging, and Bibliography] is available from the OPAC Manager menu. These words are used in Subject Heading functions and displays, paging, and the formatting of bibliographies.

3.11 OPAC Words: Subject Headings, Paging, and Bibliography

44

3.12 Fields: OPAC Words: Subject Headings, Paging, and Bibliography 3.12.1 Field 1 Function Keys 3.12.2 Field 2 Function Define: 15 characters, mandatory, tab stop Purpose: To rename the Enhanced Subject Heading function [Define]. It reveals the MeSH definition and Scope notes for a selected term. 3.12.3 Field 3 Function Tree: 15 characters, mandatory Purpose: To rename the Enhanced Subject Heading function [Tree]. This function shows both the ascending and/or descending terms for a selected term. Format: It is free text. 3.12.4 Field 4 Function Explode: 15 characters, mandatory Purpose: To rename the Enhanced Subject Headings function [Explode]. This function shows a term's ascending and descending terms and related terms that have citations. Format: It is free text. 3.12.5 Field 5 Functions Subject Qualifiers: 15 characters, mandatory Purpose: To rename the term Subject Qualifiers which is seen both as a push button on the Subject Headings Search Result window, and the title to the Subject Qualifiers selection window. Format: It is any free text. Must be plural. 3.12.6 Field 6 No Qualifiers: 20 characters, mandatory Purpose: To specify the phrase for the condition of a holding using a subject heading, but without any subject heading qualifier. This phrase appears in the following scenario: if a user performs any subject heading search, when the user selects a specific subject heading, the software opens a window displaying the applicable subject heading qualifiers as found in the occurrences of the holdings. It is in this window that the phrase "no qualifiers" appears, representing holdings which use the subject heading without qualifiers. Format: It is any characters but should be lower case.

45

3.12.7 Field 7 Sees: 14 characters, mandatory Purpose: To specify the token to indicate a See relationship in the authority search displays. Format: It can be composed of any characters. Discussion: If a patron enters a search which results in an authority term which is a See, then the software display the transformation of the See to the correct term. For example, the subject heading search on HIV:

Select from Exact Subject Headings "HIV".

-------------------------------------------------

[?] HIV (20)

[ ] HIV-1 (2)

[ ] HIV-2 (2)

[ ] HIV Seropositivity (1)

[ ] HIV Infections (69)

[ ] AIDS-Related Opportunistic Infections (3)

= HIV-RELATED OPPORTUNISTIC INFECTIONS

[ ] AIDS Serodiagnosis (1)

= SERODIAGNOSIS, HIV

= HIV SERODIAGNOSES

[ ] AIDS Vaccines (1)

= HIV VACCINES

-------------------------------------------------

[Main] [Holdings] [These] [Help]

Looking at the last listing, AIDS Vaccines, the search match is on the HIV in HIV Vaccines. But HIV Vaccines is now AIDS Vaccines, i.e., HIV Vaccines is a See to AIDS Vaccines. Here, the equal sign is the token. Other reasonable tokens might be the words "used for", "is", "replaces", etc. 3.12.8 Field 8 MeSH Visual Cue MeSH: 14 characters, tab stop Discussion: Many terms appear in LC, MeSH, and Other. Nevertheless, the terms are distinct, therefore the terms need visual cues indicating to which thesaurus they belong. For example, the term "Human Engineering" is found in both MeSH and LC. The following example shows how the visual cues works:

Select from Exact Subject Headings "human engineering".

----------------------------------------------------------------

[ ] Human Engineering Mesh (5)

[ ] Human engineering LC (1)

----------------------------------------------------------------

[Main] [Holdings] [These] [Help]

46

3.12.9 Field 9 LC Visual Cue LC: 14 characters, tab stop 3.12.10 Field 10 Other Visual Cue Other: 14 characters, tab stop 3.12.11 Field 11 Function More: 10 characters, mandatory, tab stop Purpose: Function More appears when hypertext is linking to additional messages. It also appears in telnet sessions when a record's data does not fit within the display and must be scrolled. Format: It is any reasonable word. This word must be different than the function Next's operative word. 3.12.12 Field 12 Function Prior: 10 characters, mandatory Purpose: Function Prior appears when hypertext is linking to additional messages. It also appears in a telnet session when a record's data does not fit within the display and must be scrolled. Format: It is any reasonable word. This word must be different than the function Previous's operative word. 3.12.13 Field 13 Function Quit: 10 characters, mandatory Purpose: Function Quit appears in some hypertext and support windows as a means to terminate the window. Format: It is any word. Should not conflict with function Main's operative word. 3.12.14 Field 14 Lower Case Bibliography Words: 13 characters, multiple Purpose: To specify a list of legal lower case words in a bibliography title. Format: It is any lower case words. Discussion: MARC bibliographic records usually display a title with only the first word and proper names starting with an upper case letter. A formal bibliography formats only insignificant words as starting in lower case. This list of words is the words your system will allow to be lower case in a bibliography when they are not the first word in a title. Example: a, an, and, for, of, or, the, with 3.12.15 Field 15 Controls Ok, Cancel, & Help: Purpose: To specify an action that controls the window's flow. [Ok] will save and apply the displayed values, whereas [Cancel] will reject the changes. [Help] will display all of the documentation for the window. Press the Help key for context sensitive help for each field. Format: It is an action that toggles the push button.

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3.13 Overview Details MARC Tags & Subfields Selection OPAC Manager function [Details MARC Tags and Subfields Selection] controls which tags and their subfields are displayed in the Search Catalog's Details display. This function is accessed via the OPAC Manager and works in conjunction with function [Details MARC Tag Order]. The display features set here are applicable only to Display Details Full and Brief format. The three fields in panel Text Field Display determine if a tag's data displays in Details. A tag's data can be filtered by the indicators' values and the existing subfields. The Support staff can specify a particular subset of indicators and subfields to display as local hyperlinks via the panel Local Hyperlink Display. A local hyperlink is a link to a related datum within the catalog, e.g., 245 $a or 650 $a. Standard practice dictates that the both indicator fields should be asterisk to signify all indicator values, and then uniquely specify the subfields to display as a local hyperlink. Note that any 6XX-series tags will have built-in local hyperlink rules, so there is no need to enter data into the Local Hyperlink Display section for 6XX tags. The Support staff can specify a particular subset of indicators and subfields to be displayed as a URL via the URL Display panel. A URL will bring the user to related data found in the Internet.

If you wish to edit the display properties of a local tag previously entered via function [Details MARC Tag Order], the procedure will be slightly different than for standard defined tags. A good example, as discussed in the documentation for function [Details MARC Tag Order], is the enriched table of contents tag 970. When you enter 970 at the MARC Tag field, you will be prompted with 'No such code. Accept anyway?'. Select 'Yes' and proceed normally until you get to the Text Field Display, 1st Indicator field. For the 970 tag, you will want to enter an asterisk for all of the Text Field Display fields. Each time you will get the 'No such code...' prompt, and each time you should select 'Yes.' Next, tab down to the URL Display fields. In the URL Subfield field, enter 'u', and select 'Yes' when prompted to accept the code. Select [Ok], and you will now be able to display the 970 tag data. The URL Subfield value of 'u' will take the Table of Contents OPAC word defined by the user in the OPAC Manager function, and make that a hyperlink in the bib display to the actual table of contents for that bib. OPAC Manager function [Details MARC Tags and Subfields Selection] is found on the OPAC Manager menu. If a tag's setup is changed then the Details display are recompiled at night. The exception is any record in Batch Control that is processed through function [Update Catalog with Batch] after the running Details function [Details MARC Tags and Subfields Selection]: Details will show the data in the new format. A final note: these data are shared in a union catalog.

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3.14 OPAC Manager Details MARC Tags and Subfields Selection

3.15 Fields: OPAC Manager Details MARC Tags and Subfields Selection 3.15.1 Field 1 Details Display Format: 20 characters, display only Purpose: This display only field shows which format is currently being edited. Either CIP or Brief/Full format is displayed. 3.15.2 Field 2 Text Field 1st Indicator Name: 20 characters, display only This display only field acts as a column heading. 3.15.3 Field 3 Text Field 2nd Indicator Name: 20 characters, display only This display only field acts as a column heading. 3.15.4 Field 4 Local 1st Indicator Name: 20 characters, display only This display only field acts as a column heading.

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3.15.5 Field 5 Local 2nd Indicator Name: 20 characters, display only This display only field acts as a column heading. 3.15.6 Field 6 Function Keys 3.15.7 Field 7 MARC Tag: 3 characters Purpose: Select from the list, or enter the number of the MARC Tag for which you want to edit the display characteristics. Upon selection, the display characteristics associated with the tag are automatically filled in. 3.15.8 Field 8 Enable Field Display: Purpose: Check box Enable Field Display determines if the tag is displayed in Details. 3.15.9 Field 9 Details Field Label: 30 characters Purpose: The label will appear when viewing the Details display in either the Brief or Full Label format. The label appears in the left-hand column, while the data appears in the right-hand column. The label should reflect what data the MARC Tag represents. Example: for tag 100, the label might be Personal Name. 3.15.10 Field 10 Present in Brief Format?: Purpose: If this check box is selected, then the subfields being edited on this window will appear in the Brief Label format as well as the Full Label format. Brief is essentially a subset of the Full, so while you are laying out Full you can choose to include the tag in Brief. 3.15.11 Field 11 Text Field 1st Indicators: 1 character, multiple, mandatory Purpose: Text Field Display First Indicator filters which data are displayed in Details based on the tag's first indicator value. "*" allows all indicators. Conversely, specifying discrete indicators will limit the display. For example, if you only want the Primary Subject Headings displayed, then first select Tag 650 and then select Text Field Display First Indicator value 1. 3.15.12 Field 12 Text Display 2nd Indicator: 1 character, multiple, mandatory Purpose: Text Field Display Second Indicator filters which data are displayed in Details based on the tag's second indicator value. "*" allows all indicators. Conversely, specifying discrete indicators will limit the display. For example, if you only want the MeSH displayed, then first select Tag 650 and then select Text Field Display Second Indicator value 2. 3.15.13 Field 13 Text Field Display Subfields: 1 character, multiple, mandatory Purpose: Text Field Display Subfield determines a tag's content for Details. "*" allows all subfields. Specified subfields restrict the display to those subfields. For example, for tag 020, specifying only subfield a prevents subfield z, Canceled/invalid ISBN, from displaying. 3.15.14 Field 14 Local Hyperlink 1st Indicator: 1 character, multiple Purpose: Local Hyperlink 1st Indicator specifies which values for the first indicator should be allowed for creating a hyperlink. For example, tag 856, only indicator 4 might only be used. Typically "*" is used to allow all first indicator values.

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3.15.15 Field 15 Local Hyperlink 2nd Indicator: 1 character, multiple Purpose: Local Hyperlink 2nd Indicator specifies which values for the second indicator should be allowed for creating a hyperlink. Typically "*" is used to allow all second indicator values. 3.15.16 Field 16 Local Hyperlink Subfields: 1 character, multiple Purpose: Field Local Hyperlink Subfields is a list of subfields whose data should present a hyperlink to the catalog. For example, tag 245 subfield a should hyperlink. "*" for all subfields is not a valid selection. Moreover, more than one subfield is unusual. Some tags, such as 650 and title tags such as 780 and 785, have complex internal relationships that will override any selection here. 3.15.17 Field 17 URL Subfield: 1 character Purpose: specify the subfield value that should be processed and/ or displayed in Details display for the URL. For example, tag 856 would specify subfield u. 3.15.18 Field 18 URL Link Text Subfield: 1 character Purpose: specify the subfield that should be the link text for the URL in Details display. For example, tag 856 would specify subfield y. If no subfield is selected then the URL itself is displayed. 3.15.19 Field 19 URL Text Subfield: 1 character, multiple Purpose: specify the subfield value that should be displayed as text before the URL or the URL's Link Text. For example, tag 856 would specify subfield z. 3.15.20 Field 20 Controls Ok, Cancel, & Help: Purpose: To specify an action that controls the window's flow. [Ok] will save and apply the displayed values, whereas [Cancel] will reject the changes. [Help] will display all of the documentation for the window. Press the Help key for context sensitive help for each field.

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3.16 Overview OPAC Manager Details MARC Tag Order OPAC Manager function [Details MARC Tag Order] controls the MARC tag sequence for the Search Catalog Details display. Any tag can have multiple instances in combination with unique first and second indicators. This function deals mainly with the order in which the data will appear. This function is used in conjunction with the OPAC Manager function [Details: MARC Tags and Subfields Selection]. The order specified only affects Details Full and Brief display formats. For each instance of a MARC tag, select a MARC tag along with a first and second indicator. The indicator may be a generic asterisk "*", or a specific indicator associated with the particular tag being added. If you are entering a local tag you will be presented with a 'No such code. Accept anyway?' prompt. Select 'Yes' to continue. The indicator fields will act similarly. An example of this is if you are using the enriched table of contents tag 970. Upon entering 970 in the Tag field, you will be given the 'No such code...' prompt. Select 'Yes', and you will now be at the '1st Indicator' Field. Here, and at the '2nd Indicator' field, enter an asterisk and each time select 'Yes' when prompted to accept the code. When done, select [Ok] to file the changes. Note that the 970 tag (and other tags used as enriched table of contents tags) should be placed in order after the standard table of contents tag 505. Also note, that when you next go to the 'Edit CIP Fields' and 'Edit Brief/Full Fields' windows to fully define what to display for the enriched table of contents tags, you will again be prompted with 'No such code...' message when you enter the local tag to edit. Select 'Yes' when prompted. See the documentation for those windows for further discussion on defining local tags display properties. Function [Details MARC Tag Order] is found on the OPAC Manager menu. If the order is changed then the data for Details are recompiled at night. The exception is any record in Batch Control that is processed through function [Update Catalog with Batch] after the running Details function [MARC Tag Order]: those bibs' Details will show the data in the new format.

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3.17 OPAC Manager Details MARC Tag Order

3.18 Fields: OPAC Manager Details MARC Tag Order 3.18.1 Field 1 Details Display Format: 25 characters, display only 3.18.2 Field 2 Function Keys 3.18.3 Field 3 Order Number: 4 characters, display only Purpose: Order Number is a display only field indicating the Tag' s position in the order lot. 3.18.4 Field 4 MARC Tag: 3 characters, mandatory Purpose: Type or select the three digit MARC tag number that you want to add to the catalog display.

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3.18.5 Field 5 1st Indicator Value: 1 character, mandatory Purpose: This specifies the allowable indicator for a MARC tag at this point in the Details display. An asterisk implies all indicators are valid. If several specific, but not all indicators are wanted, you must add another entry in this table for the same tag, but with the different indicator values. As an example, the 246 Tag, Varying Form of Title, allows for 4 different 1st indicators, and 10 different 2nd indicators. A typical tag order would have the following entries for tag 246:

MARC Tag Indicators: 1st 2nd

246 VARYING FORM OF TITLE (NR) 0 2












etc. Note: An indicator value of a single space must be entered as the #-character. Format: A single valid character. Examples: 0, 2, # 3.18.6 Field 6 2nd Indicator: 1 character, mandatory Purpose: This specifies the allowable indicator for a MARC tag at this point in the Details display. An asterisk implies all indicators are valid. If several specific, but not all indicators are wanted, you must add another entry in this table for the same tag, but with the different indicator values.

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As an example, the 246 Tag, Varying Form of Title, allows for 4 different 1st indicators, and 10 different 2nd indicators. A typical tag order would have the following entries for tag 246:

MARC Tag Indicators: 1st 2nd













etc. Note: An indicator value of a single space must be entered as the #-character. Format: A single valid character. Examples: 0, 2, # 3.18.7 Field 7 Group Insert/Remove Controls: Purpose: the Group Insert / Remove Occurrence are two push buttons that are equivalent to the function keys Insert (Group) Occurrence and Remove (Group) Occurrence. The push button with the + (plus) sign will insert a blank group occurrence at the location of the current occurrence. The current occurrence and all occurrences which follow are shifted to their current position plus one. In other words, the current occurrence repeating fields, and all subsequent occurrences, are shifted down so that a blank occurrence is seen in the current position. For example, given the group:





If blue's [+] is selected, then a blank record is inserted where blue was, and blue through yellow shift down:


Color: _____ Shape: ________ [+][-]




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The push button with the - (minus) sign removes the current occurrence. All occurrences beyond the current occurrence are shift to be at their occurrence position minus one. In other words, the current occurrence of repeating fields is destroyed, shifting the subsequent occurrences to backfill the old positions, leaving a blank occurrence at the end of the group. For example, given the group:





If blue's [-] is selected, then record blue is destroyed. Green and yellow shift up. The last record is blank:




Color: _____ Shape: ________ [+][-]


Menu Values:

Ok

Cancel

Help

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Index

1st Indicator Value (Field) ............... 53

2nd Indicator (Field) ......................... 53

Active Text Decoration (Field) ........ 11

Authority "Sees" Display (Field) ..... 31

Basics ........................................... 23, 24

Bibliography................................. 43, 44

Body Background Color (Field) ........ 7

Body Font Color (Field) ..................... 8

Body Font Size (Field) ....................... 8

Body Font-Family (Field) ................... 8

Body Italic or Bold (Field) .................. 8

Button Background Color (Field) ..... 9

Button Font Color (Field) ................... 9

Button Font Italic or Bold (Field) .... 10

Button Font Size (Field)................... 10

Button Font-Family (Field) .............. 10

Catalog ......................................... 27, 28

Cite (Field) ......................................... 42

Claims (Field) .................................... 42

Colors ............................................... 6, 7

Compressed Holdings (Field) ......... 41

Controls Ok, Cancel, & Help (Field)... 12, 16, 20, 22, 26, 36, 42, 46, 50, 55

Conversion ........................................ 16

Conversion from early version of the OPAC ............................................. 16

Data Background Color (Field)......... 8

Data Font Color (Field) ...................... 8

Data Font Size (Field) ........................ 9

Data Font-Family (Field) ................... 9

Data Italic or Bold (Field) .................. 9

Details ............ 21, 37, 38, 47, 48, 51, 52

Details Display Format (Field) .. 48, 52

Details Field Label (Field) ............... 49

Details Format (Field) ...................... 33

Details Max. Char./Line (Field) ...... 25

Display a color wheel or fonts (Field)......................................................... 12

Download RIS (Field)....................... 42

early .................................................... 16

E-mail Sent (Field) ........................... 40

Enable Field Display (Field) ............ 49

Enhanced Subject Headings (Field)......................................................... 40

Explode Properties (Field) .............. 29

Fields 4, 7, 13, 17, 21, 24, 28, 38, 44, 48,

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Fields: OPAC Manager Details MARC Tag Order ......................... 52

Fields: OPAC Manager Details MARC Tags and Subfields Selection ........................................ 48

Fields: OPAC Manager HTML Colors and Fonts ............................ 7

Fields: OPAC Manager HTML Main Search Page Hyperlinks and Footer ............................................. 17

Fields: OPAC Manager HTML Main Search Page Logo and Header . 13

Fields: OPAC Manager HTML Search Results & Details Header and Footer ..................................... 21

Fields: OPAC Manager Menu ......... 4

Fields: OPAC Manager: Search Catalog Properties ....................... 28

Fields: OPAC Manager: System Basics ............................................. 24

Fields: OPAC Words: Main Search, Search Results, Details, and Messages ...................................... 38

Fields: OPAC Words: Subject Headings, Paging, and Bibliography................................... 44

Font Small Size (Field) .................... 11

Fonts................................................. 6, 7

Footer ..................................... 16, 17, 21

Footer Small Font (Field) ................ 22

Footer Use (Field) ............................ 22

Format .................................................. 3

Format of the OPAC Manager Guide........................................................... 3

Free Text Holding (Field) ................ 41

Function All (Field) ........................... 38

Function All Sites (Field) ................. 40

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Function Browse Holdings (Field) .. 40

Function DDS (Field) ....................... 41

Function Define (Field) .................... 44

Function Details (Field) ................... 38

Function Details Properties (Field) 40

Function Explode (Field) ................. 44

Function Help (Field) ....................... 38

Function Hold (Field) ....................... 41

Function Holdings (Field) ................ 39

Function Link (Field) ........................ 41

Function Main (Field) ....................... 38

Function More (Field)....................... 46

Function Next (Field) ....................... 38

Function Previous (Field) ................ 38

Function Print (Field) ....................... 39

Function Prior (Field) ....................... 46

Function Quit (Field) ........................ 46

Function Review (Field)................... 41

Function Search Results (Field) .... 40

Function These (Field)..................... 38

Function Tree (Field) ....................... 44

Function Volumes (Field) ................ 41

Functions Authors (Field) ................ 39

Functions Journal Titles (Field) ...... 39

Functions Keywords (Field) ............ 39

Functions Subject Qualifiers (Field)......................................................... 44

Functions Subjects (Field) .............. 39

Functions Titles (Field) .................... 39

Group Insert/Remove Controls (Field) ....................................... 18, 54

Guide .................................................... 3

Header ......................................... 13, 21

Header Small Font (Field) ............... 21

Headings ...................................... 43, 44

Horizontal Rule Color (Field) .......... 11

Horizontal Rule Height (Field) ........ 11

Hover Text Decoration (Field) ........ 10

HTML Management ........................... 6

Hyperlink Active Font Color (Field) 11

Hyperlink Count (Field) .................... 18

Hyperlink Hover Font Color (Field) 10

Hyperlink New Font Color (Field) .. 10

Hyperlink New Text Decoration (Field) ............................................. 10

Hyperlink Presentation (Field) ........ 18

Hyperlink Visited Font Color (Field)......................................................... 11

Hyperlinks .................................... 16, 17

Hyperlinks & Footer Small Font (Field) ............................................. 17

Initial Window (Field) ....................... 28

LC Visual Cue LC (Field) ................ 46

Link Text (Field) ................................ 19

Local 1st Indicator Name (Field) .... 48

Local 2nd Indicator Name (Field) .. 48

Local Hyperlink 1st Indicator (Field)......................................................... 49

Local Hyperlink 2nd Indicator (Field)......................................................... 49

Local Hyperlink Subfields (Field) ... 50

Logo Hyperlink URL (Field) ............ 14

Logo URL (Field) .............................. 13

Lower Case Bibliography Words (Field) ............................................. 46

Main Footer Use: HTML vs Text (Field) ............................................. 20

Main Header Use: HTML vs Text (Field) ............................................. 15

Main Search Footer (Field) ............. 19

Main Search Header (Field) ........... 15

Management ................................. 6, 23

Manager .... 3, 4, 6, 7, 13, 17, 21, 23, 24,

27, 28, 48, 51, 52

MARC Tag (Field) ...................... 49, 52

Maximum Added Entries Display (Field) ............................................. 25

MeSH Visual Cue MeSH (Field) .... 45

Messages .................................... 37, 38

No Qualifiers (Field) ......................... 44

Number of Search Results Lines (Field) ............................................. 33

Numbers (Field) ................................ 40

OPAC Manager Details MARC Tag Order .............................................. 52

OPAC Manager Details MARC Tags and Subfields Selection ............... 48

OPAC Manager HTML Colors and Fonts................................................. 7

OPAC Manager HTML Main Search Page Hyperlinks and Footer ....... 17

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OPAC Manager HTML Main Search Page Logo and Header ............... 13

OPAC Manager HTML Search Results & Details Header and Footer ............................................. 21

OPAC Manager Menu ................... 3, 4

OPAC Manager Menu (Field) ........... 4

OPAC Manager: Search Catalog Properties ...................................... 27

OPAC Manager: System Basics .... 23

OPAC Words: Main Search, Search Results, Details, and Messages 37

OPAC Words: Subject Headings, Paging, and Bibliography ............ 43

Order ............................................ 51, 52

Order Number (Field)....................... 52

Other Visual Cue Other (Field)....... 46

Overview 3, 6, 13, 16, 21, 23, 27, 37, 43,

47, 51

Overview Details MARC Tags & Subfields Selection ...................... 47

Overview OPAC Manager Details MARC Tag Order ......................... 51

Overview OPAC Manager HTML Colors and Fonts ............................ 6

Overview to HTML Main Search Hyperlinks & Footer ..................... 16

Overview to HTML Main Search Page Logo and Header ............... 13

Overview to OPAC Manager Search Catalog Properties ....................... 27

Overview to OPAC Manager System Basics ............................................. 23

Overview to OPAC Words: Main Search et al. .................................. 37

Overview to the OPAC Manager ..... 3

Overview Words: Subject Headings, Paging... ......................................... 43

Overview: Search Results & Details Header & Footer ........................... 21

Paging .......................................... 43, 44

Paging.. .............................................. 43

Present in Brief Format? (Field) ..... 49

Properties .................................... 27, 28

Results ................................... 21, 37, 38

Save Days of Search History (Field)......................................................... 25

Saved Results (Field) ...................... 40

Scale to Height (px) (Field) ............. 14

Scale to Width (px) (Field) .............. 14

Search ...... 13, 16, 17, 21, 27, 28, 37, 38

Search Properties (Field) ................ 28

Search Results Display Values (Field) ............................................. 32

Search Results Sorting (Field) ....... 25

Search Results/Details Footer (Field) ............................................. 21

Search Results/Details Header (Field) ............................................. 21

Search Results/Details Use (Field) 21

Sees (Field) ....................................... 45

Selection ...................................... 47, 48

Serials Holdings (Field) ................... 35

Skip Names on the Main Window (Field) ............................................. 15

Subfields ...................................... 47, 48

Subject ......................................... 43, 44

Subject Headings (Field) ................. 39

System ......................................... 23, 24

System Management ....................... 23

System Options (Field) .................... 24

Table of Contents (Field) ................ 41

Text Display 2nd Indicator (Field) .. 49

Text Field 1st Indicator Name (Field)......................................................... 48

Text Field 1st Indicators (Field) ...... 49

Text Field 2nd Indicator Name (Field) ............................................. 48

Text Field Display Subfields (Field) 49

Title "Browse Holdings" (Field)....... 41

URL Link Text Subfield (Field) ....... 50

URL Subfield (Field)......................... 50

URL Text Subfield (Field) ................ 50

URL to Resource (Field) ................. 18

version ................................................ 16

Visited Text Decoration (Field) ....... 11

Words ............................... 37, 38, 43, 44

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