WorkFlows properties

From Ccslib.org

Overview

Setting properties for the wizards you use most frequently can be very helpful and time saving, especially if you’d like a certain default to pop up each time.

What are they?

Properties are preset parameters used in wizard functionality which, may be stored and defined on your workstation. By setting up defaults and other settings through properties, repetitive steps can be eliminated, thus saving time and some frustration.

Properties are comprised of three areas: Behavior, Defaults, and Helpers.

Please note: Behavior and Helpers tabs only display when logged in as a supervisor. If you would like to display/change/check the Behavior or Helpers on your workstation, contact your local administrator for login assistance. Defaults display for all users and may be accessed any time.

How do I access them?

To locate properties:

Right click on the wizard you want to set
Scroll down and click on Properties (all the way at the bottom)
You'll be presented with a screen that displays one or more of the three possible tabs--Behavior, Defaults, and Helpers.

Behavior: will allow you to select field values and which next steps and/or folders will display with a specific wizard or helper. Only displays when logged in as a supervisor.
Defaults: will let you preset field values and select what information will display with a specific wizard or helper. Displays for all staff levels.
Helpers: will let you choose which helpers will display with a specific wizard. Displays when logged in as a supervisor.
Review them as needed and enable/select or disable/deselect to accomplish the desired task/function.

When you are finished setting your properties and you close out of WorkFlows, a screen will display stating "Properties have been changed. Would you like to save changes?"; answer Yes to save your changes.

Recommended settings

Item Search & Display

Defaults: It's convenient to enable display of folders such as check outs, bills, and holds (to name a few). They let you see what may be going on with the item. From here you may also select your look up preferences. This is where you may choose to have your own library as a default and/or your look up set to search, browse, etc. and your index default to title, general, etc.; If you select Show Bills, then also select All Libraries and Unpaid.

Helpers: Configure Options for Item Search; Call number/Browse: DEWEY allows call number browses for Dewey numbers to work while also allowing browses for anything else to also work; no other setting allows proper browsing of Dewey numbers.

Check Item Status

Helpers: Enabling the Item Look Up helper gives you more options to search for an item other than by its barcode number alone.

Add Title

Behavior: Add Item When Adding a New Call Number; Add Item; You may want to enable ISXN Warnings Must Be Acknowledged in order to catch typos in ISBNs and ISSNs.

Defaults: You may choose a default format and copy record information such as price, item cat1, item type, etc.

Helpers: Be sure to enable the Validate Headings helper and Shadow Options helper.

Call Number and Item Maintenance

Behavior: Add Item When Adding a New Call Number; Add Item; You may want to enable Auto-generate Item ID When Adding Item.

Defaults: You may customize look up preferences and copy record information.

Transfer Titles, Call Numbers, or Items

Behavior: Allow transfer of all existing call numbers and items in a title; Prompt for confirmation before transferring all call numbers and items

Helpers: Display Bibliographic Description

Delete Title, Call Numbers, or Items

Behavior: Delete Title When Deleting Last Call Number or Last Item; Prompt for Confirmation Before Deleting Title; Delete Only Items for Search Library

Defaults: Select your library; this setting, combined with the "Delete Only Items for Search Library" behavior prevents you from deleting other libraries' copies

SmartPort

Defaults: Select: Match and Load; Title control number source: o/o; Call sources: ASIS,949,av,N; Strip junktags: Yes; Record request type: Searching: Full; Record request type: Cataloging: Full; Formatted full display: "No" displays MARC tags and subfields, "Yes" displays field names and no subfields

Pay Bill

Defaults: Payment type: CANCEL