Create Interest Wizard Properties

Outreach Services > Create Interest Wizard > Create Interest Wizard Properties

Create Interest Wizard Properties

Display Property Page

The Display Property Page value allows you to choose when to display the Create Interest wizard’s set properties window. Select one of the following options.

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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.

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Never – Does not display the Set Properties window as part of the wizard workflow. 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

You may configure properties to control the actions that can be taken with the wizard.

Miscellaneous Behavior

Under Miscellaneous Behavior, you can select the Create Outreach Information check box if you want to be able to create outreach information for a user when using this wizard.

Defaults

You may set defaults to customize your use of the wizard.

Search Preferences

Default Search – In the Default Search list, select the default search criterion. This default selection is used when searching for user records. Name is the default selection.

Library – You can restrict a user search to a certain library, or library group, by selecting a library name, or group name, from the Library list. Library list items are defined in your policies. The Library list box is blank by default.

General Preferences

Under General Preferences, you can preset values to be used when creating interest profiles.

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Rank – Assigns a value to interest profiles when records are suggested for selection. The delivered value is 1.

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Items Requested – Specifies the maximum number of records to suggest or select for a given interest profile. The delivered value is 4.

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Active Status – Indicates whether this interest profile should be considered when suggesting or selecting materials for the user. By default, this check box is selected.

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Repeat – Indicates if items selected from the interest profile can be reselected at a later date. By default, this check box is selected.

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Interval Days – Specifies the number of days that must elapse before the item can be reselected for the same user. The delivered value is 365.

You can also select a default for the following list boxes. These list boxes are not preset. Possible values for these lists are determined by your library’s policies.

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Language – Narrows searches by the language of the item.

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Format – Controls the display, editing, data validation, and indexing of all fields in bibliographic, authority, and holdings records, and the extended information fields on a record.

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Item Type – Identifies the item’s circulation characteristics.

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Location – Indicates the physical location of an item in or out of the library.

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Item Category1 and Item Category2 – Are optional fields used to specify a copy’s special characteristics for collection management and statistical analysis.

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Keyword Index – Limits searches to a given entry or group of entries.

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Sort Rule – Determines how retrieved records for interest profiles should be sorted.

The Interest Creation Default option specifies how the interest is to be created. Select one of the following options:

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Manually – Creates the interest profile manually. You must type the interest information. Search strings you type are specific to the user. This option is the default selection.

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Via Template – Creates the interest profile from a template. A template is a group of preselected search strings that are used for a particular interest profile.

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Select a method on-the-fly – allows you to select either of the above methods on-the-fly.

The Copy Templates option specifies which templates are to be copied to a user’s record when creating an interest profile using templates. Select one of the following options:

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All Templates – To copy all of the available templates to a user’s record.

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Selected Templates – To copy only selected templates to a user’s record. This option is the default selection.

Helpers

On the Helpers tab, you can select the check box of the helpers that you want to display when using the Create Interest Wizard. If the property displays as a button, you can click that property to configure it.

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Display User’s Interests Helper (This helper is the same as using the Display Interest Wizard.)