Skip to Search

   
  Library Catalog   |   Databases   |  Site Map   |  Search
Library > Cataloging and Metadata Department


Local Customization Options of the GUI Client

--General

  1. The packaged client; Should there be customizations for depending on the area of the library  (e.g. Technical Services vs. Public Services)
  2. Background colors of the client desktops (set in alephocom.ini except for the Cir client)
  3. Various settings choices in the various .ini files to be packaged into the installation client:  (acq.ini, admin.ini, catalog.ini, circ.ini, item.ini, sear.ini etc.)
  4. Trigger Departments per institutional needs and workflow.

--Acquisitions-
  1. Order Units-Y/N (UF and West Florida use order units)
  2. Order Groups?-Y/N (Names for Order Groups if "yes")
  3. "Get Record by Find" (8 index choices (same table for Items, Serials, and Circ)
  4. "Get Record by Scan" (8 index choices (same table for Items, Serials, and Circ)
  5. "Get Order" input screen from "Order" menu-Currently defaults to "Order number", would there be any pressing need to default to a different choice? 
    1. Title
    2. Author
    3. ISBN
    4. Order number
    5. Vendor
    6. Budget
    7. Invoice
    8. Invoice (invoice + ver.
    9. Vendor Reference
    10. Target name
    11. Target ID
    12. Order number 2
    13. Arrival note
    14. Order group
  6. "New and Cancelled Order Index" from the Order menu has option for Order group. If library does not have order groups this would need to be disabled.
  7. "Catalog order" input form-This is the cataloging template/form for Acquisitions staff to create a quick bibliographic record in order to place an order for a title that has not been officially cataloged or downloaded into the system.

--Cataloging-

  1. Default time for record lock period can be set per local needs (server setting)
  2. "Find" search-- (8 index choices) XXX01, XXX10, XXX30, XXX50 and XXX60
  3. "Scan" search-- (8 index choices) XXX01, XXX10, XXX30, XXX50 and XXX60
  4. Configuration of the "ALEPH Floating Keyboard" can be customized for the local institution.
  5. Locate similar record function can be customized for each library.

--Serials-

  1. "Find" search-Same table as Acquisitions for this function
  2. "Scan" search-Same table as Acquisitions for this function
  3. "Update Item Process Status" function window, should "Check Hold Request" be checked by default?

--Circulation-

  1. "Patron List" default  "Sort by"-Name, ID, or Barcode.
  2. On the "Patron List" should "Display local patrons" be checked when window opens as the default?
  3. "Find" search-Same table as Acquisitions for this function
  4. "Scan" search-Same table as Acquisitions for this function
  5. "Call Number List"-How is it used, how is it setup correctly? **Also can appear in the Items module from the dropdown using the arrow next to the call number input box.
  6. "Catalog Item" input form-This is the cataloging template/form for Circulations staff to create a quick bibliographic record for titles that are not already loaded into the system.

--Items-

  1. "Update Item Process Status"- Same as that of Serials module?
  2. "Find" search-Same table as Acquisitions for this function
  3. "Scan" search-Same table as Acquisitions for this function
  4. "Quick Catalog" input form-This is the cataloging template/form for use in the Items module to quickly create a temporary bibliographic record.
  5. "Update Item's Process Status"-Same as other modules?
  6. "Item List" "Sort Options"
  7. "Call Number List"-How is it used, how is it setup correctly? 

--Search-

  1. "Browse" search-Index choices and any special staff only local indexes

  2. "Find" search- Index choices and any special staff only local indexes



 

University of Florida Home Page