UX ADMINISTRATION
Chapter 1. INTRODUCTION
The UX Admin Settings Menu
The UX Admin Settings menu provides access to features and functions related to configuration of Search interface options, and the creation and maintenance of “informational” pages.
To access the UX Admin Settings menu:
-
Click
the Staff Dashboard link on any screen in the Search interface.
- The Staff Dashboard screen displays. The Dashboard displays all staff menus available for your user account.
- Choose Settings from the UX Admin menu. The Settings menu provides access to the following options:
Settings Menu
- Login – Lets you configure the Login screen. The following
options are available:
- Login Form Options – Lets you configure the content of the Login screen and enable or disable optional features and functions associated with system login.
- Display Libraries for Login – Lets you specify the libraries to
be included in the Library Lookup Box on the Login form (when enabled
through Login Form Options).
NOTE: The Display Libraries for Login function is available to Customer SuperUsers only.
- Search and Results – Provides the features and functions
necessary to configure and manage optional features and functions for the
Search interface. The following options are available:
- Quick Search – Lets you enable or disable optional features and functions and configure the default settings for the Quick Search field.
- Search Results – Lets you set the default values for the search results screen, including results grouping (clustered, merged or none), view (gallery or list) and sort order, and enable or disable optional features and functions on Search Results screens, according to user type (patrons/guests or library staff).
- Zero Results – Lets you specify the content of the message shown when a given search returns zero results.
- Brief Record Display Profile – Lets you configure the content of Brief Record Displays.
- Facets Management – Lets you configure the options available through the “facets” column shown on all search results screens.
- Full Record – Lets you enable or disable optional features and functions on Full Record Displays based on user type (patrons/guests or library staff).
- Advanced Search – Lets you enable or disable optional features and functions and configure the default settings for the Advanced Search screen.
- Web Links– Lets you enable and disable display of web links based on user type (guest, patron or staff member) and configure the manner in which web links are displayed in the Search interface.
- Pages and Widgets – Lets you
manage “informational” pages for your library. Informational pages are
accessed through the tab bar on any screen in the search interface. The
following options are available:
- Create a New Page
– Lets you create “informational” pages comprised of content “components.”
Pages can be designated for “global” use (by all libraries) or for
“local” use (by the creating library only).
NOTE: “Global” page functionality is available to Customer SuperUsers only.
- Create a Page Link – Lets you create a link to an existing external web page.
- Create a New Widget – Lets you create “carousel” widgets for display on pages outside the RESEARCHit / SHAREit / VERSO system.
- Active Pages / Non-Active Pages / System Pages – Let you
access, edit and delete previously created pages.
NOTE: System Pages CANNOT be deleted.
- Create a New Page
– Lets you create “informational” pages comprised of content “components.”
Pages can be designated for “global” use (by all libraries) or for
“local” use (by the creating library only).
- Design – Lets you configure options related to the general
appearance of the User Interface. The following options are available:
- Logo and Title – Lets you customize the content of the “headers” shown on all screens in the system.
- Themes and Styles – Lets you select a color scheme for the User Interface from a preset selection of choices, or configure a “custom” color scheme.
- Footer Options – Lets you customize the content of the “footers” shown on all screens in the system.
- Staff Options – Lets you set the order in which menus are displayed in the Staff Dashboard.
- Click the Home
icon
to return to the Search interface.