Changing the Indexes within a Tabset

You can assign any indexes to your searching environment that have not already been assigned to it. (For example, if you want to use an index that was imported into this profile from your Horizon location settings, but you did not assign it to a page within the user searching environment during installation, you can assign it to the profile’s tabset.)

If there are indexes that you no longer need, you can remove them from the sub-tabs. For example, if you have five indexes on the Power Search sub-tab (the Power Search page in your user interface) you can delete two that are never used and add an existing unassigned one.

(For more information on determining which types of indexes are used the most, see Creating a Search Index Statistics Report. For more information on indexes, see Changing the Indexes for Your Library.)

To change indexes within a tabset

1 Access the profile you want to change, or add a new one.
2 Click Tabsets, Indexes, and User-defined Limits.

The Administration tool displays the list of tabsets that are available for this profile.

3 Make sure that the tabset that you want to use for this profile is marked.
4 Click Next.

The Administration tool displays a list of those sub-tabs that include indexes:

5 Click the sub-tab for which you want to change the indexes.

The Administration tool displays the indexes that are currently in use on the user interface page for the sub-tab you chose:

From here you can add, rearrange, or delete indexes on this sub-tab.

6 If you want to, enter new labels in the Label fields.

Note: Information Portal displays this index label as the description for the index on the user interface. If no index label is specified, Information Portal displays the index’s description. (For more information on changing the description of an index see Editing an Index.)

If you use a clear description when you import an index, you most likely will need to add an index label to indexes on only those sub-tabs where you want the original description overridden. If you do not use a clear description, you have to change each individual index label on every sub-tab.

7 Do one or more of these options:

To do this

Do this

Add unused indexes to the user interface for this sub-tab

1 Click Add Indexes.

The Administration tool displays the list of the indexes that are not being used on this sub-tab. These indexes were imported from Horizon when this profile was created:

 

 

 

 

 

 

 

 

 

 

 

2 Mark the indexes that you want to add to this sub-tab.
3 Click OK.

The Administration tool returns to the Tabset, Indexes, and User-defined Limits page. The indexes that you added display on the bottom of the list of indexes used under this sub-tab.

4 Repeat steps 1 through 3 in this table until you have added all of the indexes that you want to add.
   

Change the order in which these indexes appear in the user interface search options list

1 Click Reorder Indexes.

The Administration tool displays the indexes in the order that they appear on the user interface page for this sub-tab.

2 Highlight the index that you want to move.
3 Do one of these options:
Click the up or down arrow to move the index where you want it.
In the Move box, enter the numbered position that you want this index to have; then, click OK.

These indexes will display in this order on the user search page corresponding to this sub-tab.

4 Repeat steps 2 and 3 in this table until you have rearranged all of the indexes that you want to.
5 Click OK.

Remove one or more of these indexes

1 Click the Delete option next to the index.

(This removes the index only from the search page for this sub-tab. It does not delete the index from Information Portal or from Horizon.)

8 Click OK.

The Administration tool returns to the list of sub-tabs.

9 Repeat steps 5 through 8 to change the indexes for additional sub-tabs.
10 Click Done.
11 When you finish making changes in Information Portal, restart the Application Server process (JBoss).

 


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