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.
Underneath 'My Items', there are extra configuration options. User Profile Fields
allows you to set up the fields for new users to create a profile so that they can order items. Offline
Document Ordering alters settings for the offlie method of document ordering.
User Registration Redirect determins what happens immediately after
a user has created a profile.