Library Settings Editor

Editing Library Settings
Exporting/Importing Library Settings
Settings Overview

With the Library Settings Editor one can optionally customize Evergreen’s behavior for a particular library or library system. For descriptions of available settings see the Settings Overview table below.

Editing Library Settings

  1. To open the Library Settings Editor select AdminLocal AdministrationLibrary Settings Editor.
  2. Settings having effects on the same function or module are grouped together. You may browse the list or search for the entry you want to edit. Type in your search term in the filter box. You may clear or re-apply the filter by clicking Clear Filter or Filter.
  3. To edit an entry click Edit in the line.
  4. Read the instruction in the pop-up window. Make the change. Click Update Setting to save the change. Click Delete Setting if you wish to delete it.
  5. Click History to view the previous values, if any, of a setting. You can revert back to an old value by clicking revert.

Note

Please note that different settings may require different data formats, which are listed in the Settings Overview table. Refer to the Data Types table at the bottom of this page for more information.

Exporting/Importing Library Settings

  1. To export library settings, click the Export button on the above Library Setting Editor screen. Click Copy in the pop-up window. Those settings displayed on the screen are copied to the clipboard. Paste the contents to a text editor, such as Notepad. Save the file on your computer.
  2. To import library settings, click the Import button on the Library Settings Editor screen. Open your previously saved file and copy the contents. Click Paste in the pop-up window. Click Submit.

Settings Overview

The settings are grouped together in separate tables based on functions and modules, which are affected by the setting. They are in the same sequence as you see in the staff client. Each table describes the available settings in the group and shows which can be changed on a per-library basis. At the bottom is the table with a list of data types with details about acceptable settings values.

Data Types

Acceptable formats for each setting type are listed below. Quotation marks are never required when updating settings in the staff client.

Table 47.1. Data Types in the Library Settings Editor

Data typeFormatting

True/False

Boolean True/False drop down

Number

Enter a numerical value (decimals allowed in price settings)

Duration

Enter a number followed by a space and any of the following units: minutes, hours, days, months (30 minutes, 2 days, etc)

Selection list

Choose from a drop-down list of options (e.g. copy status, copy location)

Text

Free text


Table 47.2. Booking and Cataloging

SettingDescriptionData typeNotesEdited by

Booking Allow Email Notify

Permit email notification when a reservation is ready for pick-up.

True/false

LSA

Elbow room

Elbow room specifies how far in the future you must make a reservation on an item if that item will have to transit to reach its pick-up location. It secondarily defines how soon a reservation on a given item must start before the check-in process will opportunistically capture it for the reservation shelf.

Duration

LSA

Default Classification Scheme

Defines the default classification scheme for new call numbers: 1 = Generic; 2 = Dewey; 3 = LC

Number

Effect on call number sorting.

LSA

Default copy status (fast add)

Default status when a copy is created using the "Fast Item Add" interface.

Selection list

Default: In process

LSA

Default copy status (normal)

Default status when a copy is created using the normal volume/copy creator interface.

Selection list

LSA

Default Merge Profile (Z39.50 and Record Buckets)

Default merge profile to use during Z39.50 imports and record bucket merges

Selection list

Sitka

Defines the control number identifier used in 003 and 035 fields

Text

Sitka

Delete bib if all copies are deleted via Acquisitions line item cancellation.

True/False

Default: TRUE

Sitka

Delete volume with last copy

Automatically delete a volume when the last linked copy is deleted.

True/False

Default: TRUE

Sitka

ItemPrint Label - Call Number Wrap Filter Height

Set the default height (in number of lines) to use for call number wrapping in the left print label.

Text

LSA

ItemPrint Label - Call Number Wrap Filter Width

set the default width (in number of characters) to use for call number wrapping in the left print label.

Text

LSA

ItemPrint Label - Height for Left Label

Set the default height for the leftmost item print label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"

Text

LSA

ItemPrint Label - Height for Right Label

Set the default height for the rightmost item print label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"

Text

LSA

ItemPrint Label - Inline CSS

inject arbitrary CSS into the item print label template. For example, ".printlabel { text-transform: uppercase; }"

Text

LSA

ItemPrint Label - Left Margin for Left Label

Set the default left margin for the leftmost item print Label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"

Text

LSA

ItemPrint Label - Left Margin for Right Label

Set the default left margin for the rightmost item print label (or in other words, the desired space between the two labels). Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"

Text

LSA

ItemPrint Label - Width for Left Label

Set the default width for the leftmost item print label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"

Text

LSA

ItemPrint Label - Width for Right Label

Set the default width for the rightmost item print label. Please include a unit of measurement that is valid CSS. For example, "1in" or "2.5cm"

Text

LSA

ItemPrint Label Font Family

Set the preferred font family for item print labels. You can specify a list of CSS fonts, separated by commas, in order of preference; the system will use the first font it finds with a matching name. For example, "Arial, Helvetica, serif"

Text

LSA

ItemPrint Label Font Size

Set the default font size for item print labels. Please include a unit of measurement that is valid CSS. For example, "12pt" or "16px" or "1em"

Text

LSA

ItemPrint Label Font Weight

Set the default font weight for item print labels. Please use the CSS specification for values for font-weight. For example, "normal", "bold", "bolder", or "lighter"

Text

LSA

Maximum Parallel Z39.50 Batch Searches

The maximum number of Z39.50 searches that can be in-flight at any given time when performing batch Z39.50 searches

Number

Sitka

Maximum Z39.50 Batch Search Results

The maximum number of search results to retrieve and queue for each record + Z39 source during batch Z39.50 searches

Number

Sitka

Spine and pocket label font family

Set the preferred font family for spine and pocket labels. You can specify a list of fonts, separated by commas, in order of preference; the system will use the first font it finds with a matching name. For example, "Arial, Helvetica, serif".

Text

LSA

Spine and pocket label font size

Set the default font size for spine and pocket labels

Number

LSA

Spine and pocket label font weight

Set the preferred font weight for spine and pocket labels. You can specify "normal", "bold", "bolder", or "lighter".

Text

LSA

Spine label left margin

Set the left margin for spine labels in number of characters.

Number

LSA

Spine label line width

Set the default line width for spine labels in number of characters. This specifies the boundary at which lines must be wrapped.

Number

LSA

Spine label maximum lines

Set the default maximum number of lines for spine labels.

Number

LSA


Table 47.3. Circulation

SettingDescriptionData typeNotes Edited by

Auto-extend grace periods

When enabled grace periods will auto-extend. By default this will be only when they are a full day or more and end on a closed date, though other options can alter this.

True/False

LSA

Auto-extending grace periods extend for all closed dates

It works when the above setting "Auto-Extend Grace Periods" is set to TRUE. If enabled, when the grace period falls on a closed date(s), it will be extended past all closed dates that intersect, but within the hard-coded limits (your library’s grace period).

True/False

LSA

Auto-extending grace periods include trailing closed dates

It works when the above setting "Auto-Extend Grace Periods" is set to TRUE. If enabled, grace periods will include closed dates that directly follow the last day of the grace period. A backdated check-in with effective date on the closed dates will assume the item is returned after hours on the last day of the grace period.

True/False

Useful when libraries' book drop equipped with AMH.

LSA

Block hold request if hold recipient privileges have expired

True/False

LSA

Cap max fine at item price

This prevents the system from charging more than the item price in overdue fines

True/False

LSA

Charge fines on overdue circulations when closed

When set to True, fines will be charged during scheduled closings and normal weekly closed days.

True/False

LSA

Checkout fills related hold

When a patron checks out an item and they have no holds that directly target the item, the system will attempt to find a hold for the patron that could be fulfilled by the checked out item and fulfills it. On the Staff Client you may notice that when a patron checks out an item under a title on which he/she has a hold, the hold will be treated as filled though the item has not been assigned to the patron’s hold.

True/false

LSA

Checkout fills related hold on valid copy only

When filling related holds on checkout only match on items that are valid for opportunistic capture for the hold. Without this set a Title or Volume hold could match when the item is not holdable. With this set only holdable items will match.

True/False

LSA

Checkout auto renew age

When an item has been checked out for at least this amount of time, an attempt to check out the item to the patron that it is already checked out to will simply renew the circulation. If the checkout attempt is done within this time frame, Evergreen will prompt for choosing Renewing or Check-in then Checkout the item.

Duration

LSA

Clear hold when other patron checks out item

Default to cancel the hold when patron A checks out item on hold for patron B

True/False

LSA

Display copy alert for in-house-use

Setting to true for an organization will cause an alert to appear with the copy’s alert message, if it has one, when recording in-house-use for the copy.

True/False

LSA

Display copy location check in alert for in-house-use

Setting to true for an organization will cause an alert to display a message indicating that the item needs to be routed to its location if the location has check in alert set to true.

True/False

LSA

Do not change fines/fees on zero-balance LOST transaction

When an item has been marked lost and all fines/fees have been completely paid on the transaction, do not void or reinstate any fines/fees EVEN IF "Void lost item billing when returned" and/or "Void processing fee on lost item return" are enabled

True/False

LSA

Do not include outstanding Claims Returned circulations in lump sum tallies in Patron Display.

In the Patron Display interface, the number of total active circulations for a given patron is presented in the Summary sidebar and underneath the Items Out navigation button. This setting will prevent Claims Returned circulations from counting toward these tallies.

True/False

LSA

Exclude Courtesy Notices from Patrons Itemsout Notices Count

True/False

LSA

Forgive fines when checking out a long-overdue item and copy alert is suppressed?

Not in use

Forgive fines when checking out a lost item and copy alert is suppressed?

Controls whether fines are automatically forgiven when checking out an item that has been marked as lost, and the corresponding copy alert has been suppressed.

True/False

LSA

Hold shelf status delay

The purpose is to provide an interval of time after an item goes into the on-holds-shelf status before it appears to patrons that it is actually on the holds shelf. This gives staff time to process the item before it shows as ready-for-pick-up.

Duration

LSA

Include Lost circulations in lump sum tallies in Patron Display.

In the Patron Display interface, the number of total active circulations for a given patron is presented in the Summary sidebar and underneath the Items Out navigation button. This setting will include Lost circulations as counting toward these tallies.

True/False

LSA

Invalid patron address penalty

When set, if a patron address is set to invalid, a penalty is applied.

True/False

LSA

Item status for missing pieces

This is the Item Status to use for items that have been marked or scanned as having Missing Pieces. In the absence of this setting, the Damaged status is used.

Selection list

LSA

Load patron from Checkout

When scanning barcodes into Checkout auto-detect if a new patron barcode is scanned and auto-load the new patron.

True/False

Not in use

Long-Overdue Check-In Interval Uses Last Activity Date

Use the long-overdue last-activity date instead of the due_date to determine whether the item has been checked out too long to perform long-overdue check-in processing. If set, the system will first check the last payment time, followed by the last billing time, followed by the due date. See also "Long-Overdue Max Return Interval"

True/False

Not in use

Long-Overdue Items Usable on Checkin

Long-overdue items are usable on checkin instead of going "home" first

True/False

Not in use

Long-Overdue Max Return Interval

Long-overdue check-in processing (voiding fees, re-instating overdues, etc.) will not take place for items that have been overdue for (or have last activity older than) this amount of time

Duration

Not in use

Lost check-in generates new overdues

Enabling this setting causes retroactive creation of not-yet-existing overdue fines on lost item check-in, up to the point of check-in time (or max fines is reached). This is different than "restore overdue on lost", because it only creates new overdue fines. Use both settings together to get the full complement of overdue fines for a lost item

True/False

LSA

Lost items usable on checkin

Lost items are usable on checkin instead of going home first

True/false

LSA

Max patron claims returned count

When this count is exceeded, a staff override is required to mark the item as claims returned.

Number

LSA

Maximum visible age of User Trigger Events in Staff Interfaces

If this is unset, staff can view User Trigger Events regardless of age. When this is set to an interval, it represents the age of the oldest possible User Trigger Event that can be viewed.

Duration

Not working

LSA

Minimum transit checkin interval

In-Transit items checked in this close to the transit start time will be prevented from checking in

Duration

LSA

Number of Retrievable Recent Patrons

Number of most recently accessed patrons that can be re-retrieved in the staff client. A value of 0 or less disables the feature. Defaults to 1.

Number

LSA

Patron merge address delete

Delete address(es) of subordinate user(s) in a patron merge.

True/False

LSA

Patron merge barcode delete

Delete barcode(s) of subordinate user(s) in a patron merge

True/False

LSA

Patron merge deactivate card

Mark barcode(s) of subordinate user(s) in a patron merge as inactive.

True/False

LSA

Patron Registration: Cloned patrons get address copy

If True, in the Patron editor, addresses are copied from the cloned user. If False, addresses are linked from the cloned user which can only be edited from the cloned user record.

True/False

LSA

Patron search diacritic insensitive

Match patron last, first, and middle names irrespective of usage of diacritical marks or spaces.

True/False

Default: True

Sitka

Printing: custom JavaScript file

Full URL path to a JavaScript File to be loaded when printing. Should implement a print_custom function for DOM manipulation. Can change the value of the do_print variable to false to cancel printing.

Text

Not in use

Require matching email address for password reset requests

True/False

LSA

Restore Overdues on Long-Overdue Item Return

True/False

LSA

Restore overdues on lost item return

If true when a lost item is checked in overdue fines are charged (up to the maximum fines amount)

True/False

LSA

Specify search depth for the duplicate patron check in the patron editor

When using the patron registration page, the duplicate patron check will use the configured depth to scope the search for duplicate patrons.

Number

Sitka

Suppress hold transits group

To create a group of libraries to suppress Hold Transits among them. All libraries in the group should use the same unique value. Leave it empty if transits should not be suppressed.

Text

Not in use

Sitka

Suppress non-hold transits group

To create a group of libraries to suppress Non-Hold Transits among them. All libraries in the group should use the same unique value. Leave it empty if Non-Hold Transits should not be suppressed.

Text

Not in use

Sitka

Suppress popup-dialogs during check-in.

When set to True, no pop-up window for exceptions on check-in. But the accompanying sound will be played.

True/False

LSA

Target copies for a hold even if copy’s circ lib is closed

If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the Org Unit’s closed dates.).

True/False

Set the value to True if you want to target copies for holds at closed circulating libraries. Set the value to False, or leave it unset, if you do not want to enable this feature.

LSA

Target copies for a hold even if copy’s circ lib is closed IF the circ lib is the hold’s pickup lib

If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the Org Unit’s closed dates) IF AND ONLY IF the copy’s circ lib is the same as the hold’s pickup lib.

True/False

Set the value to True if you want to target copies for holds at closed circulating libraries when the circulating library of the item and the pickup library of the hold are the same. Set the value to False, or leave it unset, if you do not want to enable this feature.

LSA

Truncate fines to max fine amount

True/False

Default: True

Sitka

Use Lost and Paid copy status

Use Lost and Paid copy status when lost or long overdue billing is paid

True/False

Default: True

Sitka

Void Long-Overdue Item Billing When Returned

True/False

Not in use

LSA

Void Processing Fee on Long-Overdue Item Return

True/False

Not in use

LSA

Void longoverdue item billing when claims returned

True/False

LSA

Void longoverdue item processing fee when claims returned

True/False

LSA

Void lost item billing when claims returned

True/False

LSA

Void lost item billing when returned

If true,when a lost item is checked in the item replacement bill (item price) is voided.

True/False

LSA

Void lost item processing fee when claims returned

When an item is marked claims returned that was marked Lost, the item processing fee will be voided.

True/False

LSA

Void lost max interval

Items that have been overdue this long will not result in lost charges being voided when returned, and the overdue fines will not be restored, either. Only applies if Circ: Void lost item billing or Circ: Void processing fee on lost item are true.

Duration

LSA

Void processing fee on lost item return

Void processing fee when lost item returned

True/False

LSA

Warn when patron account is about to expire

If set, the staff client displays a warning this number of days before the expiry of a patron account. Value is in number of days.

Duration

LSA

Workstation OU fallback for staff-placed holds

For staff-placed holds, in the absence of a patron preferred pickup location, fall back to using the staff workstation OU (rather than patron home OU)

True/False

LSA


Note

Long Overdue status is not in use on Sitka Evergreen. All settings related to Long Overdue may be ignored.

Table 47.4. Credit Card Processing

Credit card payment is not currently supported.

All settings can be ignored.


Table 47.5. Finances

SettingDescriptionData typeNotes Edited by

Allow credit card payments

If enabled, patrons will be able to pay fines accrued at this location via credit card.

True/False

Not in use

Charge item price when marked damaged

If true Evergreen bills item price to the last patron who checked out the damaged item. Staff receive an alert with patron information and must confirm the billing.

True/False

LSA

Charge lost on zero

If set to True, default item price will be charged when an item is marked lost even though the price in item record is 0.00 (same as no price). If False, only processing fee, if used, will be charged.

True/False

LSA

Charge processing fee for damaged items

Optional processing fee billed to last patron who checked out the damaged item. Staff receive an alert with patron information and must confirm the billing.

Number(Currency)

Disabled when set to 0

LSA

Default item price

Replacement charge for lost items if price is unset in the Copy Editor. Does not apply if item price is set to $0

Number(Currency)

LSA

Disable Patron Credit

Do not allow patrons to accrue credit or pay fines/fees with accrued credit

True/False

LSA

Leave transaction open when long overdue balance equals zero

Leave transaction open when long-overdue balance equals zero. This leaves the lost copy on the patron record when it is paid

True/False

Not in use

Leave transaction open when lost balance equals zero

Leave transaction open when lost balance equals zero. This leaves the lost copy on the patron record when it is paid

True/False

Default: False

Sitka

Long-Overdue Materials Processing Fee

The amount charged in addition to item price when an item is marked Long-Overdue

Number (Currency)

Not in use

Lost materials processing fee

The amount charged in addition to item price when an item is marked lost.

Number(Currency)

LSA

Maximum Item Price

When charging for lost items, limit the charge to this as a maximum.

Number(Currency)

LSA

Minimum Item Price

When charging for lost items, charge this amount as a minimum.

Number(Currency)

LSA

Negative Balance Interval (DEFAULT)

Amount of time after which no negative balances (refunds) are allowed on circulation bills. The "Prohibit negative balance on bills" setting must also be set to "true".

Duration

If the settings for Lost and Overdues are the same, you may use this setting and the "Prohibit Negative Balance on Bills (DEFAULT)" setting, and igore the separate settings for Lost and Overdues.

LSA

Negative Balance Interval for Lost

Amount of time after which no negative balances (refunds) are allowed on bills for lost/long overdue materials. The "Prohibit negative balance on bills for lost materials" setting must also be set to "true".

Duration

LSA

Negative Balance Interval for Overdues

Amount of time after which no negative balances (refunds) are allowed on bills for overdue materials. The "Prohibit negative balance on bills for overdue materials" setting must also be set to "true".

Duration

LSA

Prohibit negative balance on bills (Default)

Default setting to prevent negative balances (refunds) on circulation related bills. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after a set period of time.

True/False

LSA

Prohibit negative balance on bills for lost materials

Prevent negative balances (refunds) on bills for lost/long overdue materials. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after an interval of time.

True/False

LSA

Prohibit negative balance on bills for overdue materials

Prevent negative balances (refunds) on bills for lost/long overdue materials. Set to "true" to prohibit negative balances at all times or, when used in conjunction with an interval setting, to prohibit negative balances after an interval of time.

True/False

LSA

Void Overdue Fines When Items are Marked Long-Overdue

If true overdue fines are voided when an item is marked Long-Overdue

True/False

Not in use

Void overdue fines when items are marked lost

If true overdue fines are voided when an item is marked lost

True/False

LSA


Table 47.6. GUI: Graphic User Interface

SettingDescriptionData typeNotes Edited by

Alert on empty bib records

Alert staff when the last copy for a record is being deleted.

True/False

LSA

Button bar

If TRUE, the staff client button bar appears by default on all workstations registered to your library; staff can override this setting at each login.

True/False

Not in use anymore

Cap results in Patron Search at this number.

The maximum number of results returned per search. If 100 is set up here, any search will return 100 records at most.

Number

LSA

Default Country for New Addresses in Patron Editor

This is the default Country for new addresses in the patron editor.

Text

LSA

Default hotkeyset

Default Hotkeyset for clients (filename without the .keyset). Examples: Default, Minimal, and None

Text

Not in use anymore

LSA

Default ident type for patron registration

This is the default Ident Type for new users in the patron editor.

Selection list

LSA

Default showing suggested patron registration fields

Instead of All fields, show just suggested fields in patron registration by default.

True/False

LSA

Disable the ability to save list column configurations locally.

GUI: Disable the ability to save list column configurations locally. If set, columns may still be manipulated, however, the changes do not persist. Also, existing local configurations are ignored if this setting is true.

True/False

LSA

Example for Day_phone field on patron registration

The example on validation on the Day_phone field in patron registration.

Text

LSA

Example for Email field on patron registration

The example on validation on the Email field in patron registration.

Text

LSA

Example for Evening-phone on patron registration

The example on validation on the Evening-phone field in patron registration.

Text

LSA

Example for Other-phone on patron registration

The example on validation on the Other-phone field in patron registration.

Text

LSA

Example for phone fields on patron registration

The example on validation on phone fields in patron registration. Applies to all phone fields without their own setting.

Text

LSA

Example for Postal Code field on patron registration

The example on validation on the Postal Code field in patron registration.

Text

LSA

Format Date+Time with this pattern

Text

Default: yyyy-MM-dd HH:mm

Sitka

Format Dates with this pattern

Text

Default: yyyy-MM-dd

Sitka

GUI: Hide these fields within the Item Attribute Editor.

Sets which fields in the Item Attribute Editor to hide in the staff client.

Text

This is useful to hide attributes that are not used.

LSA

Horizontal layout for Volume/Copy Creator/Editor.

The main entry point for this interface is in Holdings Maintenance, Actions for Selected Rows, Edit Item Attributes / Call Numbers / Replace Barcodes. This setting changes the top and bottom panes (if FALSE) for that interface into left and right panes (if TRUE).

True/False

Not in use anymore

LSA

Idle timeout

If you want staff client windows to be minimized after a certain amount of system idle time, set this to the number of seconds of idle time that you want to allow before minimizing (requires staff client restart).

Number

LSA

Items Out Claims Returned display setting

Value is a numeric code, describing which list the circulation should appear while checked out and whether the circulation should continue to appear in the special list, when checked in with outstanding fines. 1 = regular list, special list. 2 = special list, special list. 5 = regular list, do not display. 6 = special list, do not display.

Number

LSA

Items Out Long-Overdue display setting

Number

Not in use

LSA

Items Out Lost display setting

Value is a numeric code, describing which list the circulation should appear while checked out and whether the circulation should continue to appear in the special list, when checked in with outstanding fines. 1 = regular list, special list. 2 = special list, special list. 5 = regular list, do not display. 6 = special list, do not display.

Number

LSA

Max user activity entries to retrieve (staff client)

Sets the maximum number of recent user activity entries to retrieve for display in the staff client.

Number

LSA

Maximum payment amount allow

The payment amount in the Patron Bills interface may not exceed the value of this setting.

Number

Default: 1000

LSA

Maximum previous checkouts displayed

The maximum number of previous circulations the staff client will display when investigating item details

Number

LSA

Patron circulation summary is horizontal

True/False

Not in use anymore

LSA

Payment amount threshold for Are You Sure? dialog

In the Patron Bills interface, a payment attempt will warn if the amount exceeds the value of this setting.

Number

Default: 1000

LSA

Record in-house use: # of uses threshold for Are You Sure? dialog.

In the Record In-House Use interface, a submission attempt will warn if the # of uses field exceeds the value of this setting.

Number

LSA

Record In-House Use: Maximum # of uses allowed per entry.

The # of uses entry in the Record In-House Use interface may not exceed the value of this setting.

Number

LSA

Regex for barcodes on patron registration

The Regular Expression for validation on barcodes in patron registration.

Regular Expression

LSA

Regex for Day_phone field on patron registration

Regular expression

LSA

Regex for Email field on patron registration

The Regular Expression on validation on the Email field in patron registration.

Regular expression

LSA

Regex for Evening-phone on patron registration

The Regular Expression on validation on the Evening-phone field in patron registration.

Regular expression

LSA

Regex for Other-phone on patron registration

The Regular Expression on validation on the Other-phone field in patron registration.

Regular expression

LSA

Regex for phone fields on patron registration

The Regular Expression on validation on phone fields in patron registration. Applies to all phone fields without their own setting.

Regular expression

LSA

Regex for Postal Code field on patron registration

The Regular Expression on validation on the Postal Code field in patron registration.

Regular expression

LSA

Require at least one address for Patron Registration

Enforces a requirement for having at least one address for a patron during registration. If set to False, you need to delete the empty address before saving the record. If set to True, deletion is not allowed.

True/False

LSA

Require XXXXX field on patron registration

The XXXXX field will be required on the patron registration screen.

True/False

XXXXX can be Country, State, Day-phone, Evening-phone, Other-phone, DOB, Email, or Prefix.

LSA

Require staff initials for entry/edit of patron standing penalties and messages.

Appends staff initials and edit date into patron standing penalties and messages.

True/False

LSA

Require staff initials for entry/edit of patron notes.

Appends staff initials and edit date into patron note content.

True/False

LSA

Require staff initials for entry/edit of copy notes.

Appends staff initials and edit date into copy note content.

True/False

LSA

Show billing tab first when bills are present

If true accounts for patrons with bills will open to the billing tab instead of check out

True/false

Not in use anymore

LSA

Show XXXXX field on patron registration

The XXXXX field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.

True/False

LSA

Suggest XXXXX field on patron registration

The XXXXX field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.

True/False

LSA

Toggle off the patron summary sidebar after first view.

When true, the patron summary sidebar will collapse after a new patron sub-interface is selected.

True/False

Not in use anymore

URL for remote directory containing list column settings.

Text

Not in use

Uncheck bills by default in the patron billing interface

Uncheck bills by default in the patron billing interface, and focus on the Uncheck All button instead of the Payment Received field.

True/False

LSA

Unified Volume/Item Creator/Editor

If True, combines the Volume/Copy Creator and Item Attribute Editor in some instances.

True/False

Not in use anymore

Work Log: maximum actions logged

Maximum entries for "Most Recent Staff Actions" section of the Work Log interface.

Number

LSA

Work Log: maximum patrons logged

Maximum entries for "Most Recently Affected Patrons…" section of the Work Log interface.

Number

LSA


Table 47.7. Global

SettingDescriptionData typeNotes Edited by

Allow multiple username changes

If enabled (and Lock Usernames is not set) patrons will be allowed to change their username when it does not look like a barcode. Otherwise username changing in the OPAC will only be allowed when the patron’s username looks like a barcode.

True/False

Default True

Sitka

Global default locale

Number

Default: Canada

Sitka

Lock Usernames

If enabled username changing via the OPAC will be disabled.

Default: False

Sitka

Password format

Defines acceptable format for OPAC account passwords

Regular expression

Default requires that passwords "be at least 7 characters in length,contain at least one letter (a-z/A-Z), and contain at least one number.

Sitka

Patron barcode format

Defines acceptable format for patron barcodes

Regular expression

Sitka

Patron username format

Regular expression defining the patron username format, used for patron registration and self-service username changing only

Regular expression

Sitka


Table 47.8. Holds

SettingDescriptionData typeNotes Edited by

Behind desk pickup supported

If a branch supports both a public holds shelf and behind-the-desk pickups, set this value to true. This gives the patron the option to enable behind-the-desk pickups for their holds by selecting Hold is behind Circ Desk flag in patron record.

True/False

LSA

Best-hold selection sort order

Defines the sort order of holds when selecting a hold to fill using a given copy at capture time

Selection list

Sitka

Block renewal of items needed for holds

When an item could fulfill a hold, do not allow the current patron to renew

True/False

Sitka

Cancelled holds display age

Show all cancelled holds that were cancelled within this amount of time

Duration

LSA

Cancelled holds display count

How many cancelled holds to show in patron holds interfaces

Number

LSA

Clear shelf copy status

Any copies that have not been put into reshelving, in-transit, or on-holds-shelf (for a new hold) during the clear shelf process will be put into this status. This is basically a purgatory status for copies waiting to be pulled from the shelf and processed by hand

Selection list

Sitka

Default estimated wait

When predicting the amount of time a patron will be waiting for a hold to be fulfilled, this is the default estimated length of time to assume an item will be checked out.

Duration

Not in use

Sitka

Default hold shelf expire interval

Hold Shelf Expiry Time is calculated and inserted into hold record based on this interval when capturing a hold.

Duration

LSA

Expire alert interval

Time before a hold expires at which to send an email notifying the patron

Duration

Not in use

Sitka

Expire interval

Amount of time until an unfulfilled hold expires

Duration

LSA

FIFO

Force holds to a more strict First-In, First-Out capture. Default is SAVE-GAS, which gives priority to holds with pickup location the same as checkin library.

True/False

Default: False

Sitka

Hard boundary

Number

Sitka

Hard stalling interval

Duration

Sitka

Has local copy alert

If there is an available copy at the requesting library that could fulfill a hold during hold placement time, alert the patron.

True/False

LSA

Has local copy block

If there is an available copy at the requesting library that could fulfill a hold during hold placement time, do not allow the hold to be placed.

True/False

LSA

Max foreign-circulation time

Time a copy can spend circulating away from its circ lib before returning there to fill a hold

Duration

Sitka

Maximum number of duplicate holds allowed

Maximum number of duplicate title or metarecord holds allowed per patron

Number

LSA

Maximum library target attempts

When this value is set and greater than 0, the system will only attempt to find a copy at each possible branch the configured number of times

Number

Sitka

Minimum estimated wait

When predicting the amount of time a patron will be waiting for a hold to be fulfilled, this is the minimum estimated length of time to assume an item will be checked out.

Duration

Not in use

Sitka

Org unit target weight

Org Units can be organized into hold target groups based on a weight. Potential copies from org units with the same weight are chosen at random.

Number

Sitka

Reset request time on un-cancel

When a hold is uncancelled, reset the request time to push it to the end of the queue

True/False

LSA

Skip for hold targeting

When true, don’t target any copies at this org unit for holds

True/False

Sitka

Soft boundary

Holds will not be filled by copies outside this boundary if there are holdable copies within it.

Number

Sitka

Soft stalling interval

For this amount of time, holds will not be opportunistically captured at non-pickup branches.

Duration

Sitka

Use Active Date for age protection

When calculating age protection rules use the Active date instead of the Creation Date.

True/False

Default: True

Sitka

Use weight-based hold targeting

Use library weight based hold targeting

True/False

Sitka


Table 47.9. Library

SettingDescriptionData typeNotes Edited by

Change reshelving status interval

Amount of time to wait before changing an item from "Reshelving" status to "Available"

Duration

The default is at midnight each night for items with "Reshelving" status for over 24 hours.

LSA

Claim never checked out: mark copy as missing

When a circ is marked as claims-never-checked-out, mark the copy as missing

True/False

LSA

Claim return copy status

Claims returned copies are put into this status. Default is to leave the copy in the Checked Out status

Selection list

Sitka

Courier code

Courier Code for the library. Available in transit slip templates as the %courier_code% macro.

Text

Not in use

Juvenile age threshold

Upper cut-off age for patrons to be considered juvenile, calculated from date of birth in patron accounts

Duration (years)

LSA

Library information URL (such as "http://example.com/about.html")

URL for information on this library, such as contact information, hours of operation, and directions. Use a complete URL, such as "http://example.com/hours.html".

Text

LSA

Library time zone

Text

Sitka

Mark item damaged voids overdues

When an item is marked damaged, overdue fines on the most recent circulation are voided.

True/False

LSA

Pre-cat item circ lib

Override the default circ lib of "here" with a pre-configured circ lib for pre-cat items. The value should be the "shortname" (aka policy name) of the org unit

Text

LSA

Telephony: Arbitrary line(s) to include in each notice callfile

This overrides lines from opensrf.xml. Line(s) must be valid for your target server and platform (e.g. Asterisk 1.4).

Text

Not in use

Sitka

Use external "library information URL" in copy table, if available

If set to true, the library name in the copy details section will link to the URL associated with the "Library information URL" library setting rather than the library information page generated by Evergreen.

True/False

LSA


Table 47.10. OPAC

SettingDescriptionData typeNotes Edited by

Allow Patron Self-Registration

Allow patrons to self-register, creating pending user accounts

True/False

Sitka

Allow pending addresses

If true patrons can edit their addresses in the OPAC. Changes must be approved by staff

True/False

LSA

Auto-Override Permitted Hold Blocks (Patrons)

This will allow patrons with the permission "HOLD_ITEM_CHECKED_OUT.override" to automatically override permitted holds.

True/False

When a patron places a hold in the OPAC that fails, and the patron has the permission to override the failed hold, this automatically overrides the failed hold rather than requiring the patron to manually override the hold. Default: False

Sitka

Enable Digital Bookplate Search

If enabled, adds a "Digital Bookplate" option to the query type selectors in the public catalog for search on copy tags.

True/False

Sitka

Ignore the Global luri_as_copy flag for this OU

Admin setting on e-records scoping

True/False

Sitka

Jump to details on 1 hit (OPAC)

When a search yields only 1 result, jump directly to the record details page. This setting only affects the public OPAC

True/False

LSA

Jump to details on 1 hit (staff client)

When a search yields only 1 result, jump directly to the record details page. This setting only affects the PAC within the staff client

True/False

LSA

Limit the depth of xxxxxx

Admin setting on e-record link display

Number

Sitka

Limit the number of URIs on the results page

Admin setting on e-record link display

Number

Sitka

OPAC login message

HTML blob to be rendered in an interstitial page upon OPAC login

Text

Sitka

OPAC: Number of staff client saved searches to display on left side of results and record details pages

If unset, the OPAC (only when wrapped in the staff client!) will default to showing you your ten most recent searches on the left side of the results and record details pages. If you actually don’t want to see this feature at all, set this value to zero at the top of your organizational tree.

Number

LSA

OPAC: Org Unit is not a hold pickup library

If set, this org unit will not be offered to the patron as an option for a hold pickup location. This setting has no affect on searching or hold targeting.

True/False

Sitka

Org unit hiding depth

This will hide certain org units in the public OPAC if the Original Location (url param "ol") for the OPAC inherits this setting. This setting specifies an org unit depth, that together with the OPAC Original Location determines which section of the Org Hierarchy should be visible in the OPAC. For example, a stock Evergreen installation will have a 3-tier hierarchy (Consortium/System/Branch), where System has a depth of 1 and Branch has a depth of 2. If this setting contains a depth of 1 in such an installation, then every library in the System in which the Original Location belongs will be visible, and everything else will be hidden. A depth of 0 will effectively make every org visible. The embedded OPAC in the staff client ignores this setting.

Number

Sitka

Paging shortcut links for OPAC Browse

The characters in this string, in order, will be used as shortcut links for quick paging in the OPAC browse interface. Any sequence surrounded by asterisks will be taken as a whole label, not split into individual labels at the character level, but only the first character will serve as the basis of the search.

Regular expression

Sitka

Patron Self-Reg. Display Timeout

Number of seconds to wait before reloading the patron self-registration interface to clear sensitive data

Duration

Sitka

Patron Self-Reg. Expire Interval

If set, this is the amount of time a pending user account will be allowed to sit in the database. After this time, the pending user information will be purged

Duration

Sitka

Payment history age limit

The OPAC should not display payments by patrons that are older than any interval defined here.

Duration

Not in use

Permit renewals when patron exceeds max fine threshold

Permit renewals even when the patron exceeds the maximum fine threshold

True/False

LSA

Specify how items are ordered

This value specifies how items are ordered in search results and record views within the org unit. To sort from newest to oldest by active date use desc. To sort from oldest to newest by active date use asc. To sort by call number use call.

Text

LSA

Tag Circulated Items in Results

When a user is both logged in and has opted in to circulation history tracking, turning on this setting will cause previous (or currently) circulated items to be highlighted in search results

True/False

Default: True

LSA

Use fully compressed serial holdings

Show fully compressed serial holdings for all libraries at and below the current context unit

True/False

Sitka

Uses phone as default pin

True/False

Not in use

Warn patrons when adding to a temporary book list

Present a warning dialogue when a patron adds a book to the temporary book list.

True/False

Sitka


Table 47.11. Offline and Program

SettingDescriptionData typeNotes Edite by

Skip offline checkin if newer item Status Changed Time.

Skip offline checkin transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this.

True/False

LSA

Skip offline checkout if newer item Status Changed Time.

Skip offline checkout transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this.

True/False

LSA

Skip offline renewal if newer item Status Changed Time.

Skip offline renewal transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this.

True/False

LSA

Disable automatic print attempt type list

Disable automatic print attempts from staff client interfaces for the receipt types in this list. Possible values: "Checkout", "Bill Pay", "Hold Slip", "Transit Slip", and "Hold/Transit Slip". This is different from the Auto-Print checkbox in the pertinent interfaces in that it disables automatic print attempts altogether, rather than encouraging silent printing by suppressing the print dialogue. The Auto-Print checkbox in these interfaces have no effect on the behavior for this setting. In the case of the Hold, Transit, and Hold/Transit slips, this also suppresses the alert dialogues that precede the print dialogue (the ones that offer Print and Do Not Print as options).

Text

LSA

Retain empty bib records

Retain a bib record even when all attached copies are deleted

True/False

Default: False

Sitka

Sending email address for patron notices

This email address is for automatically generated patron notices (e.g. email overdues, email holds notification). It is good practice to set up a generic account, like info@nameofyourlibrary.org, so that one person’s individual email inbox doesn’t get cluttered with emails that were not delivered.

Text

LSA


Table 47.12. Receipt Templates and SMS Text Message

SettingDescriptionData typeNotes Edited by

Content of alert_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(alert_text)%

Text

Not in use anymore

Content of event_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(event_text)%

Text

Not in use anymore

Content of footer_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(footer_text)%

Text

Not in use anymore

Content of header_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(header_text)%

Text

Not in use anymore

Content of notice_text include

Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(notice_text)%

Text

Not in use anymore

Disable auth requirement for texting call numbers.

Disable authentication requirement for sending call number information via SMS from the OPAC.

True/False

LSA

Enable features that send SMS text messages.

Current features that use SMS include hold-ready-for-pickup notifications and a "Send Text" action for call numbers in the OPAC. If this setting is not enabled, the SMS options will not be offered to the user. Unless you are carefully silo-ing patrons and their use of the OPAC, the context org for this setting should be the top org in the org hierarchy, otherwise patrons can trample their user settings when jumping between orgs.

True/False

LSA


Table 47.13. Security

SettingDescriptionData typeNotes Edited by

Default level of patrons' internet access

Enter numbers 1 (Filtered), 2 (Unfiltered), or 3 (No Access)

Number

LSA

Maximum concurrently active self-serve password reset requests

Prevent the creation of new self-serve password reset requests until the number of active requests drops back below this number.

Number

Not in use

Sitka

Maximum concurrently active self-serve password reset requests per user

When a user has more than this number of concurrently active self-serve password reset requests for their account, prevent the user from creating any new self-serve password reset requests until the number of active requests for the user drops back below this number.

Number

Not in use

Sitka

OPAC Inactivity Timeout (in seconds)

Number of seconds of inactivity before OPAC accounts are automatically logged out.

Number

LSA

Obscure the Date of Birth field

When true, the Date of Birth column in patron lists will default to Not Visible, and in the Patron Summary sidebar the value will display as unless the field label is clicked.

True/False

LSA

Offline: Patron usernames allowed

During offline circulations, allow patrons to identify themselves with usernames in addition to barcode. For this setting to work, a barcode format must also be defined

True/False

Patron opt-in boundary

Admin setting

Text

Sitka

Patron opt-in default

Admin setting

Text

Sitka

Patron: password from phone #

If true the last 4 digits of the patron’s phone number is the password for new accounts (password must still be changed at first OPAC login)

True/False

LSA

Persistent login duration

How long a persistent login lasts, e.g. 2 weeks

Duration

Sitka

Restrict patron opt-in to home library and related orgs at specified depth

Admin setting

number

Sitka

Self-serve password reset request time-to-live

Length of time (in seconds) a self-serve password reset request should remain active.

Duration

Sitka

Staff login inactivity timeout (in seconds)

Number of seconds of inactivity before staff client prompts for login and password.

Number

LSA


Table 47.14. Self Check and Others

SettingDescriptionData typeNotes Edited by

Allow Fine printing

If true, there will be a print option on the fine list screen.

True/False

LSA

Allow Hold printing

If true, there will be a print option on the hold list screen.

True/False

LSA

Allow Items out printing

If true, there will be a print option on the items out list screen.

True/False

LSA

Audio Alerts

Use audio alerts for selfcheck events.

True/False

LSA

Block copy checkout status

List of copy status IDs that will block checkout even if the generic COPY_NOT_AVAILABLE event is overridden.

Number

Look up copy status ID from Server Admin.

LSA

Patron login timeout (in seconds)

Number of seconds of inactivity before the patron is logged out of the selfcheck interface.

Duration

LSA

Pop-up alert for errors

If true, checkout/renewal errors will cause a pop-up window in addition to the on-screen message.

True/False

LSA

Require Patron Password

If true, patrons will be required to enter their password in addition to their username/barcode to log into the selfcheck interface.

True/False

LSA

Selfcheck override events list

List of checkout/renewal events that the selfcheck interface should automatically override instead instead of alerting and stopping the transaction.

Text

LSA

Workstation Required

All selfcheck stations must use a workstation.

True/False

LSA

Default display grouping for serials distributions presented in the OPAC.

Default display grouping for serials distributions presented in the OPAC. This can be "enum" or "chron".

Text

Sitka

Previous issuance copy location

When a serial issuance is received, copies (units) of the previous issuance will be automatically moved into the configured shelving location.

Selection List

Sitka

URL verify: Maximum redirect lookups

Admin setting

Number

Sitka

URL verify: Maximum wait time (in seconds) for a URL to lookup

Admin setting

Number

Sitka

URL verify: Number of seconds to wait between URL test attempts

Throttling mechanism for batch URL verification runs. Each running process will wait this number of seconds after a URL test before performing the next.

Duration

Sitka

Circ: default precat circ modifier

Selection List

LSA

Claim Return: Mark copy as missing

True/False

Default: False

Sitka

Disallow circulation of items when they are on booking reserve and that reserve overlaps with the checkout period

When true, items on booking reserve during the proposed checkout period will not be allowed to circulate unless overridden with the COPY_RESERVED.override permission.

True/False

LSA

Limit Due Date by Patron Expiry

If True automatically adjusts item due date to match patron card expiry date if expiry date sooner than due date. If False item due date applied.

True/False

LSA

Recalls: An array of fine amount, fine interval, and maximum fine.

An array of fine amount, fine interval, and maximum fine. For example, to specify a new fine rule of $5.00 per day, with a maximum fine of $50.00, use: [5.00,"1 day",50.00]

Text

Brackets are required in the text.

LSA

Recalls: Circulation duration that triggers a recall.

A hold placed on an item with a circulation duration longer than this will trigger a recall. For example, "14 days" or "3 weeks".

Duration

LSA

Recalls: Truncated loan period.

When a recall is triggered, this defines the adjusted loan period for the item. For example, "4 days" or "1 week".

Duration

LSA

Use in-database circ policy

Admin setting

True/False

Sitka

Use in-database holds policy

Admin setting

True/False

Sitka

Use legacy hardcoded receipts/slips

True/False

LSA

circ.renew.check_penalty

True/False

Sitka

global.credit.allow

True/False

Not in use

Sitka

org.opt_out_email_predue

True/False

Not in use

Sitka

ui.network.progress_meter

Switch off/on a bar indicating network in progress

True/False

Not in use anymore

LSA


Table 47.15. Vandelay

SettingDescriptionData typeNotes Edited by

Default Record Match Set

Sets the Default Record Match set

Selection List

Populated by the Vandelay Record Match Sets

LSA

Vandelay Default Barcode Prefix

Apply this prefix to any auto-generated item barcode

Text

LSA

Vandelay Default Call Number Prefix

Apply this prefix to any auto-generated item call numbers.

Text

LSA

Vandelay Default Circulation Modifier

Default circulation modifier value for imported items

Selection List

LSA

Vandelay Default Copy Location

Default copy location value for imported items

Selection List

LSA

Vandelay Generate Default Barcodes

Auto-generate default item barcodes when no item barcode is present

True/False

LSA

Vandelay Generate Default Call Numbers

Auto-generate default item call numbers when no item call number is present

True/False

These are pulled from the MARC Record.

LSA


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