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 |
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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. |
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Do one of these options:
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.
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. |
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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:
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Do one of these options:
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.
Note: Most libraries choose not to move the control number in tag 001. |
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Do one of these options:
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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.) |
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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. |
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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. |
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Mark one of these options to determine how your See Also references will appear in staff searching and PAC:
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2 | In these fields, do the following: |
Field |
Action |
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This field contains the URL for the SirsiDynix Customer Support Web site. |
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Choose one of these options:
For more information, see Setting Up Circulation Privileges Tracking . |
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Do one of these options:
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.
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. |
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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. |
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Do one of these options:
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.)
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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:
For more information, see “Using Normalization Rules” in the “Using the Authority Loader” section of the Cataloging Setup Guide. |
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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:
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:
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. |
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Do one of these options:
Note: This setting affects all import sources.
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Do one of these options:
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.
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3 | In these fields, do the following: |
Field |
Action |
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Primary Language |
Displays the language used in Horizon. |
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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:
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Horizon App Server Version |
Select the version of Horizon Information Portal (HIP) that you are using. Choose one of these options:
Note: Horizon 7.5 only works with HIP 3.20 or no HIP connection. |
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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:
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. |
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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. |
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Determines whether borrowers can use Horizon Information Portal to renew items that have hold requests on them. Choose one of the following options:
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4 | In these fields, do the following: |
Field |
Action |
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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. |
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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. |
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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. |
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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.
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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.
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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. |
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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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