PAC ADMINISTRATION
Chapter 6. CUSTOMER SUPERUSER
Selecting Search Indexes
The Select Search Indexes function lets you configure the specific search indexes available through the indexes (in) menus in the Search module according to search type (Quick, Advanced) and user type (guest, patron, staff) for all libraries in your consortium. You can also specify the label (name) applied to each search index according to user type and the sequence (applied to all user types) in which indexes are listed in the indexes (in) menus. Individual libraries may modify certain search index settings using the Select Library Search Indexes function (see Selecting Library Search Indexes for details).
NOTE: The Select Search Indexes function is available to Customer SuperUsers only. Changes made to search indexes are applied to all libraries within a consortium or collective.
To configure search indexes:
-
From the PAC Admin menu (see
The PAC Admin Menu for details),
choose Select Search Indexes.
- The Select Search Indexes screen displays. The screen shows a listing of all search indexes defined for your system.
Select Search Indexes Screen
- Each line in the listing shows the current sequence (Seq) and system defined Name for the associated index.
- The checkboxes associated with each index allow you to configure search indexes based on user type.
- Select the search type for which you wish to configure search indexes from the Select Search Indexes menu; Keyword Indexes (for Quick Search) or Advanced Indexes.
- Use the Replicate label changes to local libraries radio buttons to
indicate whether changes made to the system defined Name for an index should be
(Yes) or should not be (No) replicated to all libraries in the consortium.
- When the Replicate label changes to local libraries - Yes radio button is selected, any changes to index names at the library level will be overwritten by the Name(s) specified through the Select Search Indexes function.
- Use the Replicate sequence changes to local libraries radio buttons to
indicate whether changes made to the search index sequence (Seq) for an index
should be (Yes) or should not be (No) replicated to all libraries in the
consortium.
- When the Replicate sequence changes to local libraries - Yes radio button is selected, any changes to index sequence at the library level will be overwritten by the Seq(s) specified through the Select Search Indexes function.
- Use the Enable checkboxes to enable or disable availability of the
associated search index on the Select Library Search Indexes screen (see
Selecting Library Search Indexes for details).
- A checkmark
indicates the associated index is available on the Select
Library Search Indexes screen. - An empty checkbox
indicates the associated index is not available on the
Select Library Search Indexes screen. - Clicking a checkbox repeatedly will toggle it on and off.
- A checkmark
- Use the Seq (sequence) text boxes to specify the order in which
indexes are listed in the “search index” menu for Quick search, or in the
in menus for Advanced Search.
NOTE: The Seq value specified is applied to all user types (guest, patron, staff).
- You can enter any number from “0” to “9999999999” as a display sequence number.
- You can enter a unique display sequence number for each index, or, you can
use the same display sequence number for multiple indexes.
NOTE: If the same display sequence number is used for more than one index, the associated indexes are displayed in alphabetic order according to the system-defined Name of the index.
- You can enter display sequence numbers in numeric order (1, 2, 3, etc.), or, you can skip numbers (10, 20, 30, etc.) to allow for easier re-sequencing of the list.
NOTE: You must enter a display sequence number for all listed indexes. If you do not enter a display sequence number for a given index, the display sequence value for the index will revert to its prior Seq value when you submit your changes.
- Use the Guest (index), Patron (index) and Staff (index)
checkboxes to
configure search indexes for each user type for the currently specified search
type.
- A checkmark
indicates the associated index is available to the user type
for the currently specified search type.
- An empty checkbox
indicates the associated index is not available to the
user type for the currently specified search type.
- Clicking a checkbox repeatedly will toggle it on and off.
- A checkmark
- Use the Guest (index), Patron (index) and Staff (index) text boxes to specify the labels for search indexes for each user type for the currently specified search type.
- When all desired selections have been made, click the Submit button to
save your changes to search indexes.
- The message “Completed!” displays at the top of the screen.
- Repeat steps 2 through 9 to configure search indexes for additional search types.
NOTE: Initially, search index parameters specified using the Select Search Indexes function are applied to all libraries within a consortium. Once an individual library has chosen to override the default settings using the Select Library Search Indexes function (see Selecting Library Search Indexes for details), subsequent changes made to default search index parameters are applied to the overriding library only when specified using the Replicate label changes to local libraries and Replicate sequence changes to local libraries options.