My Items
This section of the configurator contains settings for the My Items basket
used in document ordering and other settings relevant to document ordering, such
as user authentication.
If this option is selected, 'My Items' basket features will be available. These features are:
- A 'My Items' area near the top of each CalmView page, which shows a
link to the basket and how many items it currently contains
- A column on the overview (search results) page, with a link to add that item to the basket
- A link on the record page, to add that item to the basket
Label field
Choose from the dropdown list of Catalog fields and click the
button.
The field chosen here is usually 'RefNo' or 'AltRefNo'. The selected field is
displayed in the ID column of the 'My Items' page. It is also shown (for
identification) as part of the message that states an item is being added to the
My Items basket, or the warning message if you are trying to add an item to the
basket that is already there. Description field
Choose from the dropdown list of Catalog fields and click the button.
The field chosen here is usually 'Title' or 'Description'. The selected field is
displayed in the Title column of the 'My Items' page.
This option determines the method for document ordering - None (no document
ordering features available), Calm
(online ordering connected directly to your live Calm system) or
Offline (orders requested by email).
Choose from the dropdown list and click the button.
Maximum order items per day
Enter a number that represents the maximum number of items that one user can
order per day and click the button.
This limit will be checked as part of the Calm-based/online document ordering process and the user
will not be allowed to order more items than this.
Maximum order items total
Enter a number that represents the maximum number of items that one user can
order (regardless of dates chosen) and click the
button. This limit will be checked as part of the Calm-based/online document ordering process and
the user will not be allowed to order more items than this.
If this option is selected, researchers can register themselves as users
within CalmView, using the 'Register User' link near the top of each page.
If this option is not selected, members of staff will need to enter user's
details directly into Calm and store them as User records. Existing users can
still log in to CalmView and use it, including editing their own profile/contact
details.
User profile edit
If this option is selected, a link appears in the user summary area (near the
top of each page) allowing a logged in user to change their profile i.e. contact
details.
This option is not selected by default. When it is selected, a user will be
automatically logged out on completion of an order.
The following Configurator options are available underneath 'My Items'.
User Profile Fields
The fields displayed as part of the User Profile page, and the order in which those fields are displayed can be customised.
When you choose the User Profile Fields option in the Configurator, a screen as shown in this example, will be displayed. Please note: the example screen will open a new window, when you have finished and wish to return to this page, use the cross in the top right corner to close the window.Fields shown in the 'Destination' list are the ones already included in the User Profile page. Fields shown in the 'Source' list are available to add.
To add a field to the User Profile:
- Highlight the field in the Source list
- Click the
button
- Click the button
You will see that the field moves to the Destination list, it will now be
included in the user profile.
To remove a field from the User Profile:
- Highlight the field in the Destination list
- Click the
button
- Click the button
You will see that the field moves to the Source list, it will no longer be
included in the user profile.
To change the order of fields in the User Profile:
- Highlight a field in the Destination list
- Click on the
or
button. You will notice the field has changed position
- Repeat with this field and with other fields until the desired order is achieved
- Click the button
It is possible to define attributes for the fields you have chosen to display in the
user profile. The following
paragraphs describe the options which are located underneath the destination and source lists, with some guidance for
input.
Please note: You will need to click on a field (in the Destination list) to
highlight it before changing or viewing its attributes.
Mandatory
Whether or not the field is mandatory. Users cannot move on from the profile page unless all mandatory fields are completed. The email field defaults to being mandatory (it is used for offline ordering or to send a password reminder for Calm-based ordering).
Line Count
The number of lines of text expected for this field. For example, 1 for
salutation and 7 for address.
Label
You may wish to re-label a user profile field, perhaps to show a more 'user-friendly' field name to the public. The text entered here will appear next to the field in the User Profile. If you do not enter a label here, the original field name will be displayed. Field labels in CalmView can be different from those in Calm, and may contain spaces if required.
Validation Type
This setting defines how the field is validated. The options available are
'None' and 'Email'. Setting email validation here means that the format of any
email address entered will be checked and rejected if invalid.
Offline Document Ordering
The following settings apply if the offline method (of document ordering) has
been chosen in the My Items section as described above.
When a researcher places an order using the offline method, an email request is
automatically generated and sent to your organisation using the following
settings. Staff then process the order using Calm and liaise directly with the
researcher i.e. not through CalmView.
Smtp Server
The IP address of the SMTP (Simple Mail Transfer Protocol) server that is
used to send email. The email request will be sent from this server. By default
this setting is blank, enter the IP address and click the button.
Smtp Port
SMTP is usually implemented to operate over internet port 25, so this setting
defaults to 25. To change this, enter an alternative port number and click the button.
Source Email Address
The email address that you enter here will be the 'source' i.e. shown in the
'From' section of each email request. So the email will originate from a single
CalmView email account, rather than appearing to be sent from the user. By
default this setting is blank, enter your required email address and click the button.
The email address that you enter here will be the 'destination' i.e. where
requests for items will be sent. By default this setting is blank, enter your
required email address and click the button.
Email subject
The text that you enter here will be shown in the 'Subject' line of each
email request. By default this setting is blank, to change this enter your new
text in the Email subject field and click the button.
User Registration Redirect
When a new user completes the registration process, a welcome page is
displayed. Here you can configure whether the welcome page remains on screen or
whether, after the number of seconds that you define, CalmView re-directs to the
Home page.
Ticking this option
means that after the specified number of seconds (see setting below), CalmView
will re-direct from the welcome page to display the Home page. By default this
option is not enabled, to enable it tick the checkbox and click the button.
Redirect after number of seconds
This setting works in conjunction with the previous setting described above. If
the Redirect enabled option is selected (as described above), CalmView will
re-direct from the welcome page to display the Home page, after the number of
seconds you have entered here. To use this setting, enter the number of seconds
(you wish CalmView to pause before re-direction) and click the button.