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.
When you choose the My Items 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. You may have to scroll down to see every option in the Configurator.
My ItemsIf 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 1
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.
If you would like to display another field with information about the items a user chooses, for example a Date field in addition to the Title field, you can use this field to do so. It works just like 'Description field 1', above, so you can select any field. If you leave it blank, no column will appear. This field will only appear in the 'My Orders' area, where a user can see pending or complete orders.
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.
This is the field that is shown to a user at the top of the screen when that user is logged in. By default it uses the user's ID, but this can be changed to user name instead.
This determines whether orders in the 'My Orders' section display (and sort by) the Order Date or the Date Due.
If this box is ticked, items listed in the 'My Orders' section will display their loan ID numbers (which correspond to the ID field in the Archive Loans databse). If it is not ticked, these items will display the field selected in 'Label field', above (this is usually the RefNo or another item-specific identifying number).
If this field is filled in with a web link, a user who puts an unorderable item into their basket will be pointed to th link when they try to order the item. By default, unorderable items have a blank space in 'My Items' where orderable items have a tick box to select them for ordering. If there is a URL in this field, though, users will see a link instead of a blank space for unorderable items (orderable items will still have a tick box).
This option is not currently in use in CalmView.
If this is ticked, an expiry date will be added to newly created users in the Expiry field in the users database. It will be calculated by adding the number of days in 'Days a User Record Lasts', below, to the current date.
If 'Give New Users Expiry Dates', above, is ticked, this number will be added to the current date when a user record is created. The result will be the date a user record expires and it will be filled into the Expiry field on the user record.
If this is ticked, users will not be able to create their own ID numbers when registering. Instead, the User ID field will be greyed out and a user ID will be assigned using the serial number settings of the UserId field in the Users database.
This option is not currently in use in CalmView.
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.