Create Template Wizard Properties

Outreach Services > Create Template Wizard > Create Template Wizard Properties

Create Template Wizard Properties

Display Property Page

The Display Property Page value allows you to choose when to display the Create Template wizard’s set properties window. Select 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 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 specify in the Edit Outreach User field the default outreach user record for the template. Use the gadget to select the outreach user.

Defaults

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

General Preferences

Under General Preferences, you can preset the following values that relate to interest profiles. See the Template Tab for detailed information about each of these values.

•

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

•

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

•

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

•

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

•

Interval Days – The setting 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 preset values in the following values to use to refine an interest search. These boxes and lists are blank by default. Possible values for the lists are determined by your library’s policies.

•

Language – This setting narrows searches by the language of the item.

•

Format – This setting 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.

•

Item Type – This setting identifies the item’s circulation characteristics.

•

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

•

Item Category1 and Item Category2 – is an optional field to specify a copy’s special characteristics for collection management and statistical analysis.

•

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

•

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