System-Wide Settings

System parameters consist of settings that affect all the tasks you do in your system each day. You set up all your system defaults in the matham (System-wide Parameters) view. Some of the fields in the matham view contain default information from when you installed Horizon—other fields are empty. When you set up your system-wide settings, you need to complete the empty fields, then review the default information to ensure that the settings accomplish what you want Horizon to do for each task.

To set up system-wide settings, you must understand cataloging functions and MARC records. In addition, many system-wide settings require you to understand fundamental parts of your entire Horizon system. You may want to read this entire section to get an idea of the type of information you need before you set up this view. Several settings give you references to other documentation that will help you as you set up this view.

To set up system-wide settings

View: matham
Process: Administration\System Setup\Matham - System Wide Parameters

1 In these fields, do the following:

Field

Action

Days in New Titles

Enter the number of days a new title should remain in the Staff PAC list of new titles before Day End clears it.

Day End is a program that runs each day to update records on your system.

Subject Scheme

Do one of these options:

Mark this box if you want to let users search by specific types of subject headings, such as Library of Congress subject headings or Medical subject headings.

If you mark this box, Horizon recognizes the subject heading codes in tag 008, position 11 of your authority records and lets you create separate indexes for each subject heading system.

Clear this box if you need only one subject list index and one subject keyword index that include all subject headings, regardless of subject heading system.

If you clear this box, Horizon merges matching subject headings, even if the heading system codes are different. Clearing this box also means that you cannot create or maintain separate indexes based on subject heading system.

System MARC Type

This field determines the MARC standard that Horizon uses to interpret the bib records in your database. SirsiDynix staff sets this field during Implementation based on whether you use MARC or UNIMARC records. You should not need to change it.

This is what each option indicates:

USMARC-like Database. This option is for databases containing bib records that use the USMARC standard or something similar, including the UKMARC and MARC 21 standards.
UNIMARC-like Database. This option is for databases containing bib records that use the UNIMARC standard or something similar.

Move 001 to 035 on Import

Do one of these options:

Mark this box if you want to move the control number in tag 001 (Control Number) to tag 035 (System Control Number) when you import bib or authority records.

Bib and authority records you receive from other sources generally include a control number in tag 001. This control number is assigned by the organization from whom you are receiving the record. Marking this box lets you move the original control number so you can use tag 001 for your own control number, without losing the original control number.

Clear this box if you do not want to move the control number in tag 001 when you import bib or authority records.

Note: Most libraries choose not to move the control number in tag 001.

Update Bib Date on Auth Update

Do one of these options:

Mark this box if you want the update date field on a bibliographic record to change automatically when an attached authority record is changed. This is the default setting.
Clear this box if you do not want the update date field on a bibliographic record to change automatically when an attached authority record is changed.

Day End Start Time

Enter the time (in hours and minutes) before midnight that Day End runs each day.

Day End Processing updates records on your system and helps you operate more efficiently by letting you track overdue books, prepare overdue notices, change the status of some items, prepare monthly and daily statistics, and so on. You should coordinate this time so that it does not interfere with backing up the database. The Day End program must be left active while running.

Note: In addition to completing this field, you must set up parameters that determine which processes run with your Day End schedule, and how often they run. (For instructions, Configuring Day End Parameters. For general information on the Day End program, see Day End.)

Last Day End Date

This field displays the last date Day End was run for a location. This field will be empty if your Horizon system is new and you have not run Day End yet.

Decimal Digits

Enter a number between 1 and 4.

This is the number of digits to the right of the decimal you want for monetary amounts in the database. The default setting is 2.

See Also’s in PAC

Mark one of these options to determine how your See Also references will appear in staff searching and PAC:

SA appears under current heading (Historic). Mark this option if you want See Also references to appear under the current heading in PAC.
Current heading appears under SA (USMARC). Mark this option if you want the current heading to appear under the “See Also” references in PAC.
2 In these fields, do the following:

Field

Action

Support Url

This field contains the URL for the SirsiDynix Customer Support Web site.

Circ Settings by

Choose one of these options:

Item’s Location. Mark this option if you want circulation privileges to be determined by the item’s owning location.
Circ Location. Mark this option if you want circulation privileges to be determined by the item’s circulating location.

For more information, see Setting Up Circulation Privileges Tracking .

Notify Borrower of Request Delete

Do one of these options:

Mark this box if you want Horizon to notify borrowers when requests are deleted from Circulation or staff searching.

Horizon lets borrowers request items that are checked out (or available only at another location) so that when they are returned, the requesting borrower has the first option to check out the item.

If you mark this box, Horizon displays a notification block for the borrower who requested the item.

Clear this box if you do not want Horizon to notify borrowers when requests are deleted from Circulation or staff searching.

If you clear this box, Horizon will not display notification blocks.

For more information on requests, see the “Hold Requests” chapter in the Circulation Guide.

System Subfield Control

This field is used with cataloging features that provide authority control by subfield and that ensure the preservation of local authority-controlled subfields when your library imports records. Read the Support documentation related to these features before changing this field. (For more information, see Subfield Setup Tasks.)

Important: Do not change this field except as instructed in the Support documentation or by SirsiDynix Customer Support staff. The features related to this setting may have already been set up at installation or during an upgrade. If so, you should not need to change this field.

Auth Matching Ignores Punctuation

Do one of these options:

Mark this box if you want Horizon to ignore end punctuation when linking a bib record to an authority record.

Marking this box prevents Horizon from creating a new authority record if the only difference between the data in the bib record and the data in an existing authority record is end punctuation.

Important: After you change this field, you must run two programs (AuthPunc and BARelink) to update your existing bib and authority records to reflect the new setting. Read the Support documentation related to this field before changing this field. (For more information, see Subfield Setup Tasks.)

Clear this box if you want the system to include punctuation in the matching criteria.

NACO Normalize Auth Matching

You can set up normalization rules for MARC authority data in Horizon. Normalization makes text more uniform so that MARC authority data matching is more accurate. In addition, normalization lets you set rules that determine whether Horizon adds each incoming authority record to the database, overlays an existing record, merges with an existing record, or deletes a record.

Do one of these options:

Mark this box to set normalization rules for MARC authority data in Horizon.
Clear this box if you want to use Horizon’s normalization procedure in matching MARC authority data.

For more information, see “Using Normalization Rules” in the “Using the Authority Loader” section of the Cataloging Setup Guide.

Auth Punctuation

You have three ways to preserve end punctuation in authority-controlled subfields in a MARC record. First, you can choose to draw all punctuation from the authority heading in the associated authority record. Second, you can choose to preserve all original punctuation in the bib or authority record as it was added at creation time or when you added a new authority controlled tag to the bib or authority. Third, you can choose that Horizon determines all punctuation based on USMARC punctuation rules.

Horizon draws all punctuation shown in authority-controlled tags in a bib or authority record directly from the authority heading in the associated authority record. There are two exceptions that require different rules:

Bib series headings. If the v (volume/sequential designation) subfield is not set as controlled on the bib tag, then the subfield preceding the v subfield should have a space and a semi-colon ( ;) as the trailing punctuation.
Bib name headings. If the d (dates associated with name) subfield is immediately followed by a local subfield e (relator term) or u (affiliation), then the d subfield should end with a hyphen and a space (- ) if only one date is present. If both dates are present, then the d subfield should end with a comma (,).

Note: Some tags in bib records are both series and name headings. For these tags, both exceptions to the USMARC rules apply.

Mark one of these options for handling end punctuation in linking tags in bib records:

From Auth. Mark this option if you do not want to preserve the original end punctuation in linking tags in imported bib records. If you mark this option, Horizon replaces the end punctuation in linking tags in the bib record with the end punctuation in the authority record.
From Original Marc Rec. Mark this option to preserve the original end punctuation in linking tags in imported bib records.
USMarc Format. Mark this option to migrate ending punctuation into the link-from MARC record from the authority record’s subfields, except for the cases where the punctuation is dependent on the subfields in the link-from tag.

Important: Marking the USMarc Format option has implications for how Horizon handles See Also and See Also From references in authority records. If you choose this option, Horizon draws punctuation for See Also and See Also From references from the authority heading in the referenced authority record.

Preserve Auth See/See Also

Do one of these options:

Mark this box if you do not want Horizon to change “See” and “See Also” tags in incoming or existing authority records when your library imports MARC records, even if the headings in those authority records are in conflict. (For more information, see “Setting Up General Import Source Parameters for Bib and Authority Records” in the Cataloging Setup Guide.)

Note: This setting affects all import sources.

Clear this box if you do not want the system to preserve “See” and “See Also” headings in authority records during overlay.

Auto Complete Code Fields

Do one of these options:

Mark this box to have Horizon automatically complete coded fields when you type in the first or the first few letters of a code.

You click the Codes button next to a field to view a complete list of the codes that Horizon can automatically enter in that field. Not all coded fields can be completed automatically.

Clear this box if you do not want Horizon to automatically complete coded fields.
3 In these fields, do the following:

Field

Action

Primary Language

Displays the language used in Horizon.

Pull List Priority

This field lets you minimize the number of transit holds by matching local borrower requests to local items before sending an item to another location.

Mark one of these options:

None. Mark this option if you want to fill requests using no filtering. The system will not take transit or other values into consideration.
Location Priority. Mark this option if you want to fill requests at your location first, only afterwards allowing transit of items to other locations. (For more information, see “Minimizing Transit Holds” in the “Setting Up Hold Requests” section of the Circulation Setup Guide.)
Circ 29 Priority. Mark this option if you want to fill requests according to circ 29 ranking, minimizing transits only as a secondary consideration.
Request Queue Order. Mark this option if you want to fill requests in the order they appear on the queue, minimizing transits only as a secondary consideration.

Horizon App Server Version

Select the version of Horizon Information Portal (HIP) that you are using.

Choose one of these options:

No Horizon Application Server Connection. Select this option if you are not using HIP or if you do not want to connect to a HIP server.
Horizon App Server Version 3.x. Select this option if you are using a 3.x version of HIP.
Horizon App Server Version 4.x. Select this option if you are using a 4.x version of HIP.

Note: Horizon 7.5 only works with HIP 3.20 or no HIP connection.

Horizon Application Server URL

If you upgraded from a previous version of Horizon, you should have entered this value during the upgrade. If you did not do so, you need to specify this value now.

By default, the value of this field is “localhost:1099”. This value is the machine name, plus a colon, plus the JNDI port number that Horizon uses to connect to the Java naming service being hosted by the Horizon Application Server. (Horizon needs the naming service so it can provide request functionality.) When the application server starts, it runs this service on the specified port on the machine it is running on.

Do these steps:

1 Replace the “localhost” value with the name of the machine where the Horizon Application Server is running.
2 Change the port number value only if another service running on the Horizon Application Server machine is using the 1099 port.

Important: This URL must be correct or you cannot place requests in Horizon. If you ever change the machine where your Horizon Application Server is installed, you need to change this URL.

Horizon App Server Data Source

Horizon Information Portal 4.0 lets you connect to multiple databases on multiple servers. However, the Horizon client is still connected to one Horizon database. In order for the Horizon client to know what database to access when a request is made from Horizon to the Application Server, you must specify the data source name used by Information Portal. This tells the Horizon client which database to access. Enter the Application Server DSN.

Renewal Allowed for Requested Items

Determines whether borrowers can use Horizon Information Portal to renew items that have hold requests on them. Choose one of the following options:

Not Allowed – Choose this option to disallow borrowers from renewing items that have hold requests on them in My Account.
Always Allowed – Choose this option to allow borrowers to renew items that have hold requests on them in My Account.
Allowed if Other Items Available – Choose this option to allow borrowers to renew items that have hold requests on them in My Account if other items are available to fill the hold requests. Availability is determined by a combination of whether "Fill a Request?" is enabled in the Item Status view and the Circulation Parameter 29 settings of the item.
4 In these fields, do the following:

Field

Action

Non-Filing Indicator

Select this option to apply the indicator to the first subfield in the tag, or to apply it to subfield A, regardless of where subfield A appears in tag order.

Request History Duration (days)

If you want to track and create reports on how long it takes your library to fill a request, you can choose to keep a history of requests. You specify how long you want Horizon to keep track of requests.

For more information, see Setting Up the History of Requests in the Circulation Setup Guide.

HIP Authority Keyword Indexing

This setting controls whether Authority record changes are added to the word_index_pending table. Doing so allows HIP to reindex the authority.

This setting only applies to sites using Horizon Information Portal (HIP) 4.x.

HIP/Phone Messaging Expired Borr Renewal

If a borrower’s library card expires during a loan period, you can choose whether to have the loan period truncated or allow the user to complete a full loan period. Or, you can choose whether you want to allow a borrower to renew an item when they have an expired library card. This feature affects renewals via Information Portal and Phone Messaging, and checkouts and renewals via Self-Serve Checkout stations.

Choose one of these options.

Choose Not allow renewal if you do not want to allow renewals for borrowers with expired library cards.
Choose Truncate due date if you want to truncate the due date of an item so that the item is due when the library card expires.
Choose Use full loan period if you want to allow the full loan period for a borrower with a library card that will expire.

Enterprise Deltas

This setting controls whether Horizon tracks changes to bibliographic and Authority records for SirsiDynix Enterprise.

Sites that are not using SirsiDynix Enterprise should not enable this setting.

Choose one of these options.

No Deltas produced – Use this setting if you do not use SirsiDynix Enterprise or if you do not want Horizon to track changes to bibliographic or Authority records.
Deltas for Bib records only – Use this setting if you want Horizon to only track changes to bibliographic records for SirsiDynix Enterprise.
Deltas for both Bib and Auth records – Use this setting if you want to track both bibliographic and Authority record changes for SirsiDynix Enterprise.

Enable Family Group

Specifies whether to allow borrower records to be linked in a group.

Important: Enabling Family Groups as a system-wide configuration does not enable Family Groups for individual locations. You must enable Family Groups for each location where you want Family Groups to be active. For more information, see Enabling Family Groups.

Use HIP for Requests

This setting controls whether hold requests in the Horizon client are handled by Horizon Information Portal or SirsiDynix Horizon.

 


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