Adding a Preference Group

You may need to add a local preference group that includes special preferences for a certain group. (For example, your acquisitions staff may need access to a local budget program that other staff members do not need to use.)

If you change preferences in a group that is above the user level, a user’s individual preferences might override any changes you make to local groups or to the site group. To prevent this, you must make sure each user is assigned to the group you have changed and that they cannot modify their individual preferences. (For more information, see Assigning a Preference Group to Users.)

To add a preference group

1 Start the Preference Group Manager process.

The default location of this process is the Administration folder on the navigation bar.

Horizon opens the Preference Group Manager window.

2 Click New.

Horizon displays the Preference Group Name dialog box.

3 In the Name field, enter a name for this new preference group. For example, enter “Circulation”.
4 Click OK.
5 Do one of these options at the Customize menu:
To set up Launcher preferences in this group, choose Launcher.
To set up MARC Editor preferences, choose MARC Editor.
6 Click Modify.

Horizon displays the customize window for the type of preferences you chose.

7 Set up the preferences.

To set up these preferences

See

Launcher preferences

The Launcher Configuration Guide

For instructions on adding a view or a process, or assigning switches to processes, see Changing Administration-Level Settings on the Navigation Bar.

MARC Editor preferences

The “Customizing the MARC Editor” chapter in the Cataloging Guide

Note: You do not have to change all the preferences in this group. Change only those preferences that you want to be different for this group of users. Any preferences that are not specified at this level are inherited from the site preferences. (For example, if you want the logo you specified in the Site Preferences group to apply to these users, do not specify another logo here.)

8 When you have finished setting up preferences, click OK to save your changes.
9 To set up another type of preferences for this group, repeat steps 5 through 8.
10 Assign this preference group to users. (For instructions, see Assigning a Preference Group to Users.)

 


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