About Changing the Setup

When you finish running the Information Portal Setup Wizard during your Application Suite installation, you have one main Library and several profiles. These profiles control the locations searched, the types of searches that can be performed, as well as the amount and type of information that a user sees when accessing Information Portal. If you want to change the way that Information Portal searches, the elements that appear in the user interface, or the location that users search, you must change the default setup.

You can change these things about your Information Portal setup:

Library. All the setup information that you imported from your Horizon database during your Information Portal installation is available in Information Portal as your main Information Portal Library. If necessary, you can change the information for this Library.
Profiles (Searching Environment). Depending on how you define your locations within Horizon, your Information Portal profiles can include other facilities, branches, or collections. You can add new profiles or change the default profile. (For example, if you add a new library location, you can create a new Information Portal profile so that your users can search the holdings at this location.) A profile determines the searching environment for a location. A profile contains, or is linked to, the look and feel of the interface; the broadcast search libraries that can be searched; the tabset that is used in the interface; and other information, such as pre-defined and user-defined limits and sorts. (For example, if you want a different tabset to be used when searching, you can create another profile and associate another tabset, or change the tabset that is currently associated with that profile.)
Indexes. The indexes associated with each profile are the search options that you created in Horizon. You can choose to use as many or as few of these indexes as you want to.
Limiting Options. You can choose the user-defined and pre-defined limits that are available on the Power Search and Advanced Search pages.
Sorting Options. The sort options that are available by default are imported from Horizon. You can choose the sort options that are available on the Power Search and Advanced Search pages. You can also set up default sorts.
Search result deduping. You can configure Information Portal so that when a user performs a keyword search from the Advanced Search or Power Search pages, Information Portal removes any duplicate entries from the initial search results window.
Borrower self-registration. You can let borrowers self-register for a library barcode.
External Links. You can add and configure external links that point to a commercial web site or OpenURL source.
Other setup tasks. You can complete additional setup for Information Portal. (For example, you can let users request interlibrary loan [ILL] items, add XSL processors, and let users send requests for items at a resource desk using e-mail.)
Horizon settings. Some Information Portal features that let users do library tasks depend on settings both in Information Portal and Horizon to work properly. (For example, you chose whether to let users see other locations’ holdings or view library hours in Information Portal.) You can change these settings.

You can access most of the tasks in this chapter from the Setup tab in the Administration tool:

 

 


© 1998-2017 Sirsi Corporation