Accountability > Add Accountability Wizard > Add Accountability Wizard Properties

Add Accountability Wizard Properties

You can change certain system settings for the Add Accountability wizard using the Set Properties window. The Add Accountability wizard allows you to set the following properties.

Display Property Page

You can choose when to display the Add Accountability wizard’s Set Properties window by selecting one of the following options.

Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.
Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu.

Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.

Behavior

On the Behavior tab, the following properties appear.

Search Library Preferences

The Search Library List Type property allows the SirsiDynix Symphony administrator to control what libraries are accessible in the Search Library list when searching items. The following selections are available. Search by Library is the default option.

Search by Library — If you click this option, the Search Library List property becomes active. The libraries presented in this property list are defined in Library policies. (This option does not refer to the Search Library policies.)

From the drop-down list, select one of the following Search Library lists.

All – Includes all libraries on the system
Acquisition Display Libs – Includes the libraries defined in the Library policy’s Acquisitions Display Libraries attribute
Bill Display Libs – Includes the libraries defined in the Library policy’s Bill Display Libraries attribute
Circulation Display Libs – Includes the libraries defined in the Library policy’s Circulation Display Libraries attribute (which is the default)
User Display Libs – Includes the libraries defined in the Library policy’s User Display Libraries attribute
Search by Search Library Group — If you click this option, the Search Library list will be built from values in the Search Library policies. (This option does not refer to the Library Group policies.)
Search by Library or Search Library Group — If you click this option, all libraries on your system and all Search Library policies will be included in the Search Library list. The libraries and Search Library policies will be inter-filed alphabetically. (This option does not refer to the Library Group policies.)

If your search does not produce any hits, you will be sent to a browse window, and the browse search results will no longer be filtered by your library search selection.

Select Tabs

You can select what wizard tabs display by default. Select or clear the following check boxes.

On the Behavior tab, you can select what wizard tabs display by default. Select or clear the following check boxes.

Show Access Restrictions Tab
Show Need to Know Tab

Defaults

On the Defaults tab, you can set defaults to customize your use of the wizard.

Search Preferences

Select the following search options.

Preferred Search Type – Select one of the search method options. Keyword is the default search preference type.
Preferred Search Index – Select an index from the list.
Item Library – Select a default item library from the list. You may select an item library when performing a bibliographic search to limit your search results to include only items owned by the selected library.

Title Information

Select defaults for the following.

Classification – Select a default classification from the drop-down list. Classification defines the minimum classification required of a user to work with any items associated with this title. Classifications are defined in the Clearance Wizard.
Bib Classification – Select a default bibliographic classification from the drop-down list. Bibliographic classification defines the minimum classification required of a user to search and display bibliographic information in any item associated with this title. Classifications are defined in the Clearance Wizard.

Access Restrictions

Select defaults for the following.

Access Restriction – Select a default access restriction from the drop-down list. Access restriction defines a list of attributes that the user must have in order to circulate any item associated with this title. Access restrictions are defined in the Restrict Wizard.
Review Date – Use the Calendar Gadget to select a default review date.

Need to Know

Select defaults for the following.

Need to Know – Select a default need to know value from the drop-down list. Need to know defines the attributes the user must have at least one of in order to circulate any items associated with this title. Need to know values are defined in the Need to Know Wizard.
Review Date – Use the Calendar Gadget to select a default review date.

Helpers

On the Helpers tab, you can select the helpers you want to display with the Add Accountability wizard. Click the Helper button to display the Helper properties that you can set.

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