49.13. Library Settings Editor

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With the Library Settings Editor local system administrators (LSA) can optionally customize Evergreen's behaviour for a particular library or library system. For descriptions of available settings see the Settings Overview table below. Most settings can be changed in the staff client but some Sitka-wide defaults are maintained by the support team. All staff accounts can view library settings but an LSA login is required to make changes.

New Sitka libraries should set up local settings as soon as possible after migration.

Editing Library Settings

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  1. To open the Library Settings Editor select AdminLocal AdministrationLibrary Settings Editor.

  2. Settings having effects on the same function or module are grouped together. You may browse the list or search for the entry you want to edit. Type in your search term in the filter box. You may clear or re-apply the filter by clicking Clear Filter or Filter.

  3. To edit an entry click Edit in the line.

  4. Read the instruction in the pop-up window. Make the change. Click Update Setting to save the change. Click Delete Setting if you wish to delete it.

  5. Click History to view the previous values, if any, of a setting. You can revert back to an old value by clicking revert.

Caution

Please note that different settings may require different data format, which is listed in the Settings Overview table. Refer to the Data Type table at the bottom of this page to find the data format used for each data type.

Exporting/Importing Library Settings

To export library settings, click Export button on the above Library Setting Editor screen. Click Copy in the pop-up window. Those settings displayed on the screen are copied to clipboard. Paste the content to a text editor, such as Notepad. Save the file on your computer.

To import library settings, click Import button on Library Settings Editor screen.

Open your previously saved file and copy the content. Click Paste in the pop-up window. Click Submit.

Note

The exported settings may include entries with context of Sitka. When importing settings with such entries you may see errors of permission denied. This is considered normal as LSA can not and should not edit entries in the Sitka context.

Settings Overview

The settings are grouped together in separate tables based on functions and modules, which are affected by the setting. They are in the same sequence as you see in the staff client. Each table describes the available settings in the group and shows which can be changed on a per-library basis. At bottom is the table with a list of data types with details about acceptable settings values.

Note

For settings used by Acquisitions Module, please refer to Acquisition User Manual.

Long Overdue item status is not in use in Sitka, thus none of the long overdue related entries are included in the table below.

Table 49.1. Booking and Cataloguing

Setting Description Data type Edited by Notes
Booking Allow email notify Permit email notification when a reservation is ready for pickup. True/false LSA  
Default Classification Scheme Defines the default classification scheme for new call numbers: 1 = Generic; 2 = Dewey; 3 = LC Number Sitka Affects call number sorting
Default copy status (fast add) Default status when a copy is created using the "Fast Item Add" interface. Selection list LSA Default: In process
Default copy status (normal) Default status when a copy is created using the normal volume/copy creator interface. Selection list LSA Default: In Process
Default Merge Profile (Z39.50 and Record Buckets) Default merge profile to use during Z39.50 imports and record bucket merges. Selection list Sitka 2.12. Not in use yet
Defines the control number identifier used in 003 and 035 fields Admin setting   Sitka  
Delete bib if all copies are deleted via Acquisitions lineitem cancellation.   True/False Sitka  
Delete volume with last copy Automatically delete a volume when the last linked copy is deleted. True/False Sitka Default TRUE.
Maximum Parallel Z39.50 Batch Searches The maximum number of Z39.50 searches that can be in-flight at any given time when performing batch Z39.50 searches. Number Sitka  
Maximum Z39.50 Batch Search Results The maximum number of search results to retrieve and queue for each record + Z39 source during batch Z39.50 searches Number Sitka  
Spine and pocket label font family Set the preferred font family for spine and pocket labels. You can specify a list of fonts, separated by commas, in order of preference; the system will use the first font it finds with a matching name. For example, "Arial, Helvetica, serif". Text LSA  
Spine and pocket label font size Set the default font size for spine and pocket labels Number LSA  
Spine and pocket label font weight Set the preferred font weight for spine and pocket labels. You can specify "normal", "bold", "bolder", or "lighter". Text LSA  
Spine label left margin Set the left margin for spine labels in number of characters. Number LSA  
Spine label line width Set the default line width for spine labels in number of characters. This specifies the boundary at which lines must be wrapped. Number LSA  
Spine label maximum lines Set the default maximum number of lines for spine labels. Number LSA  

Table 49.2. Circulation

Setting Description Data type Edited by Notes
Auto-extend grace periods When enabled grace periods will auto-extend. By default this will be only when they are a full day or more and end on a closed date, though other options can alter this. True/False LSA  
Auto-extending grace periods extend for all closed dates It works when the above setting "Auto-Extend Grace Periods" is set to TRUE. If enabled, when the grace period falls on a closed date(s), it will be extended past all closed dates that intersect, but within the hard-coded limits (your library's grace period). True/False LSA  
Auto-extending grace periods include trailing closed dates It works when the above setting "Auto-Extend Grace Periods" is set to TRUE. If enabled, grace periods will include closed dates that directly follow the last day of the grace period. A backdated checkin with effective date on the closed dates will assume the item is returned after hours on the last day of the grace period. True/False LSA Useful when libraries' bookdrop equipped with AMH.
Block hold request if hold recipient privileges have expired   True/False LSA  
Cap max fine at item price This prevents the system from charging more than the item price in overdue fines True/False LSA  
Charge fines on overdue circulations when closed When set to True, fines will be charged during scheduled closings and normal weekly closed days. True/False LSA  
Checkout fills related hold When a patron checks out an item and they have no holds that directly target the item, the system will attempt to find a hold for the patron that could be fulfilled by the checked out item and fulfills it. On the Staff Client you may notice that when a patron checks out an item under a title on which he/she has a hold, the hold will be treated as filled though the item has not been assigned to the patron's hold. True/false LSA  
Checkout fills related hold on valid copy only When filling related holds on checkout only match on items that are valid for opportunistic capture for the hold. Without this set a Title or Volume hold could match when the item is not holdable. With this set only holdable items will match. True/False LSA  
Checkout auto renew age When an item has been checked out for at least this amount of time, an attempt to check out the item to the patron that it is already checked out to will simply renew the circulation. If the checkout attempt is done within this time frame, Evergreen will prompt for choosing Renewing or Checkin then Checkout the item. Duration LSA  
Display copy alert for in-house-use If True, Display copy alert for in-house-use. True/False LSA Sitka default TRUE. 2.12
Display copy location checkin alert for in-house-use If True, display copy location checkin alert for in-house-use. True/False LSA Sitka default TRUE. 2.12
Do not change fines/fees on zero-balance LOST transaction When an item has been marked lost and all fines/fees have been completely paid on the transaction, do not void or reinstate any fines/fees EVEN IF Void Lost Item Billing When Returned, and/or Void Processing Fee on Lost Item Return, and/or Restore Overdues on Lost Item Return are enabled. This setting has no effect on partially resolved bills. True/False Sitka Not in use
Do not include outstanding Claims Returned circulations in lump sum tallies in Patron Display. In the Patron Display interface, the number of total active circulations for a given patron is presented in the Summary sidebar and underneath the Items Out navigation button. This setting will prevent Claims Returned circulations from counting toward these tallies. True/False LSA  
Hold shelf status delay The purpose is to provide an interval of time after an item goes into the on-holds-shelf status before it appears to patrons that it is actually on the holds shelf. This gives staff time to process the item before it shows as ready-for-pickup. Duration LSA  
Include Lost circulations in lump sum tallies in Patron Display. In the Patron Display interface, the number of total active circulations for a given patron is presented in the Summary sidebar and underneath the Items Out navigation button. This setting will include Lost circulations as counting toward these tallies. True/False LSA  
Invalid patron address penalty When set, if a patron address is set to invalid, a penalty is applied. True/False LSA  
Item status for missing pieces This is the Item Status to use for items that have been marked or scanned as having Missing Pieces. In the absence of this setting, the Damaged status is used. Selection list LSA  
Load patron from Checkout When scanning barcodes into Checkout auto-detect if a new patron barcode is scanned and auto-load the new patron. True/False LSA Not in use
Lost checkin generates new overdues Enabling this setting causes retroactive creation of not-yet-existing overdue fines on lost item checkin, up to the point of checkin time (or max fines is reached). This is different than "restore overdue on lost", because it only creates new overdue fines. Use both settings together to get the full complement of overdue fines for a lost item True/False LSA  
Lost items usable on checkin Lost items are usable on checkin instead of going 'home' first True/False Sitka Sitka default TRUE
Max patron claims returned count When this count is exceeded, a staff override is required to mark the item as claims returned.   Number LSA  
Maximum visible age of User Trigger Events in Staff Interfaces If this is unset, staff can view User Trigger Events regardless of age. When this is set to an interval, it represents the age of the oldest possible User Trigger Event that can be viewed.  Duration LSA Not working
Minimum transit checkin interval In-Transit items checked in this close to the transit start time will be prevented from checking in Duration LSA  
Patron merge address delete Delete address(es) of subordinate user(s) in a patron merge. True/False LSA  
Patron merge barcode delete Delete barcode(s) of subordinate user(s) in a patron merge True/False LSA  
Patron merge deactivate card Mark barcode(s) of subordinate user(s) in a patron merge as inactive. True/False LSA  
Patron Registration: Cloned patrons get address copy If True, in the Patron editor, addresses are copied from the cloned user. If False, addresses are linked from the cloned user which can only be edited from the cloned user record. True/False LSA  
Patron search diacritic insensitive If True, match patron last, first, and middle names irrespective of usage of diacritical marks or spaces. (e.g., Ines will match Inés; de la Cruz will match Delacruz) True/False Sitka Sitka default TRUE. 2.12
Printing: custom Javascript file Full URL path to a Javascript File to be loaded when printing. Should implement a print_custom function for DOM manipulation. Can change the value of the do_print variable to false to cancel printing. Text    
Require matching email address for password reset requests   True/False LSA  
Restore overdues on lost item return If true when a lost item is checked in overdue fines are charged (up to the maximum fines amount) True/False LSA  
Specify search depth for the duplicate patron check in the patron editor When using the patron registration page, the duplicate patron check will use the configured depth to scope the search for duplicate patrons. Number Sitka  
Suppress hold transits group To create a group of libraris to supress Hold Transits among them. All libraries in the group should use the same unique vaule. Leave it empty if transits should not be suppressed. Text Sitka Not in use
Suppress non-hold transits group To create a group of libraris to supress Non-Hold Transits among them. All libraries in the group should use the same unique vaule. Leave it empty if Non-Hold Transits should not be suppressed. Text Sitka  
Suppress popup-dialogs during check-in. When set to True, no pop-up window for exceptions on check-in. But the accompanying sound will be played. True/False LSA  
Target copies for a hold even if copy's circ lib is closed If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the actor.org_unit.closed_date table). True/False LSA  
Target copies for a hold even if copy's circ lib is closed IF the circ lib is the hold's pickup lib If this setting is true at a given org unit or one of its ancestors, the hold targeter will target copies from this org unit even if the org unit is closed (according to the actor.org_unit.closed_date table) IF AND ONLY IF the copy's circ lib is the same as the hold's pickup lib. True/False LSA  
Truncate fines to max fine amount   True/False LSA Sitka default TRUE
Use Lost and Paid copy status   True/False Sitka Sitka default TRUE
Warn when patron account is about to expire If set, the staff client displays a warning this number of days before the expiry of a patron account. Value is in number of days. Duration LSA  
Void lost item billing when claims returned If True, when a lost item is claimed returned, the item replacement bill (item price) is voided. True/False LSA  
Void processing fee on lost item claims returned If True, the processing fee is voided when a lost item is claimed returned. True/false LSA  
Void lost item billing when returned If True,when a lost item is checked in the item replacement bill (item price) is voided. If the patron has already paid the bill a credit is applied. But libraries may choose not to adjust bills if already resolved by: Do not change fines/fees on zero-balance LOST transaction. True/false LSA  
Void lost max interval Items that have been overdue this long will not result in lost charges being voided when returned, and the overdue fines will not be restored, either. Only applies if Circ: Void lost item billing or Circ: Void processing fee on lost item are true. Duration LSA  
Void processing fee on lost item return If True, the processing fee is voided when a lost item is returned True/false LSA  

Note

Long Overdue status is not in use on Sitka Evergreen. All settings related to Long Overdue may be ignored.

Table 49.3. Credit Card Processing

Credit card payment is not currently supported.
All settings can be ignored.

Table 49.4. Finances

Setting Description Data type Edited by Notes
Allow credit card payments If enabled, patrons will be able to pay fines accrued at this location via credit card. True/False Sitka Not in use
Charge item price when marked damaged If true Evergreen bills item price to the last patron who checked out the damaged item. Staff receive an alert with patron information and must confirm the billing. True/false LSA  
Charge lost on zero If set to True, default item price will be charged when an item is marked lost even though the price in item record is 0.00 (same as no price). If False, only processing fee, if used, will be charged. True/false LSA  
Charge processing fee for damaged items Optional processing fee billed to last patron who checked out the damaged item. Staff receive an alert with patron information and must confirm the billing. Number(dollar) LSA Disabled when set to 0
Default item price Replacement charge for lost items if price is unset in the Copy Editor. . Does not apply if item price is set to $0 Number(dollar) LSA  
Disable Patron Credit Do not allow patrons to accrue credit or pay fines/fees with accrued credit. True/Fasle LSA If set to TRUE, Patron Credit will not be displayed on Bills screen.
Leave transaction open when lost balance equals zero If True, it leaves the lost copy on the patron record when it is paid. True/False Sitka Sitka default False
Lost materials processing fee The amount charged in addition to item price when an item is marked lost.   Number (dollar) LSA  
Maximum Item Price When charging for lost items, limit the charge to this as a maximum. Number(dollar) LSA  
Minimum Item Price When charging for lost items, charge this amount as a minimum. Number(dollar) LSA  
Negative Balance Interval (DEFAULT) Amount of time since the payment date, after which no negative balances (refunds) are allowed on circulation bills. This setting works only when the "Prohibit negative balance on bills" setting is set to "TRUE". Duration LSA 2.10. If the settings for Lost and Overdues are the same, you may use this setting and the "Prohibit Negative Balance on Bills (DEFAULT)" setting, and igore the separate settings for Lost and Overdues.
Negative Balance Interval for Lost Amount of time since the payment date, after which no negative balances (refunds) are allowed on bills for lost materials. The "Prohibit negative balance on bills for lost materials" setting must also be set to "TRUE". Duration LSA 2.10
Negative Balance Interval for Overdues Amount of time since payment date, after which no negative balances (refunds) are allowed on bills for overdue materials. The "Prohibit negative balance on bills for overdue materials" setting must also be set to "TRUE". Duration LSA 2.10
Prohibit Negative Balance on Bills (DEFAULT) Default setting to prevent negative balances (refunds) on circulation related bills. Set to "TRUE" to prohibit negative balances at all times, or use in conjunction with an interval setting to prohibit negative balances after a period of time since the payment was made. True/False LSA 2.10
Prohibit Negative Balance on Bills for Lost Materials Prohibit negative balance on bills for lost materials. Set to "TRUE" to prohibit negative balances at all times, or use in conjunction with an interval setting to prohibit negative balances after a period of time since the payment was made. True/False LSA 2.10
Prohibit Negative Balance on Bills for Overdue Materials Prohibit negative balance on bills for overdue materials. Set to "TRUE" to prohibit negative balances at all times, or use in conjunction with an interval setting to prohibit negative balances after a period of time since the payment was made. True/False LSA 2.10
Void overdue fines when items are marked lost If true overdue fines are voided when an item is marked lost True/false LSA  

Table 49.5. GUI: Graphic User Interface

Setting Description Data type Edited by Notes
Alert on empty bib records Alert staff when the last copy for a record is being deleted. True/False LSA  
Button bar If TRUE, the staff client button bar appears by default on all workstations registered to your library; staff can override this setting at each login. True/False LSA  
Cap results in Patron Search at this number. The maximum number of resutls returned per search. If 100 is set up here, any search will return 100 records at most. Number LSA  
Default Country for New Addresses in Patron Editor This is the default Country for new addresses in the patron editor. Text LSA  
Default hotkeyset Default Hotkeyset for clients (filename without the .keyset). Examples: Default, Minimal, and None Text LSA Individual workstations' default overrides this setting.
Default ident type for patron registration This is the default Ident Type for new users in the patron editor. Selection list LSA  
Default showing suggested patron registration fields Instead of All fields, show just suggested fields in patron registration by default. True/False LSA  
Disable the ability to save list column configurations locally. GUI: Disable the ability to save list column configurations locally. If set, columns may still be manipulated, however, the changes do not persist. Also, existing local configurations are ignored if this setting is true. True/False LSA  
Example for Day_phone field on patron registration The example on validation on the Day_phone field in patron registration. Text LSA  
Example for Email field on patron registration The example on validation on the Email field in patron registration. Text LSA  
Example for Evening-phone on patron registration The example on validation on the Evening-phone field in patron registration. Text LSA  
Example for Other-phone on patron registration The example on validation on the Other-phone field in patron registration. Text LSA  
Example for phone fields on patron registration The example on validation on phone fields in patron registration. Applies to all phone fields without their own setting. Text LSA  
Example for Postal Code field on patron registration The example on validation on the Postal Code field in patron registration. Text LSA  
Format Dates with this pattern. Format Dates with this pattern (examples: "yyyy-MM-dd" for "2010-04-26", "MMM d, yyyy" for "Apr 26, 2010"). Formats are effective in display (not editing) area. Text LSA  
Format Times with this pattern. Format Times with this pattern (examples: "h:m:s.SSS a z" for "2:07:20.666 PM Eastern Daylight Time", "HH:mm" for "14:07"). Formats are effective in display (not editing) area. Text LSA  
GUI: Hide these fields within the Item Attribute Editor.   Text LSA  
Horizontal layout for Volume/Copy Creator/Editor. The main entry point for this interface is in Holdings Maintenance, Actions for Selected Rows, Edit Item Attributes / Call Numbers / Replace Barcodes. This setting changes the top and bottom panes (if FALSE) for that interface into left and right panes (if TRUE). True/False LSA  
Idle timeout If you want staff client windows to be minimized after a certain amount of system idle time, set this to the number of seconds of idle time that you want to allow before minimizing (requires staff client restart). Number LSA  
Items Out Claims Returned display setting Value is a numeric code, describing which list the circulation should appear while checked out and whether the circulation should continue to appear in the bottom list, when checked in with oustanding fines. 1 = top list, bottom list. 2 = bottom list, bottom list. 5 = top list, do not display. 6 = bottom list, do not display. Number LSA default=2
Items Out Lost display setting Value is a numeric code, describing which list the circulation should appear while checked out and whether the circulation should continue to appear in the bottom list, when checked in with oustanding fines. 1 = top list, bottom list. 2 = bottom list, bottom list. 5 = top list, do not display. 6 = bottom list, do not display. Number LSA default=2
Max user activity entries to retrieve (staff client) Sets the maxinum number of recent user activity entries to retrieve for display in the staff client. Number LSA  
Maximum payment amount allow The payment amount in the Patron Bills interface may not exceed the value of this setting.  Number LSA Sitka default 1000. 2.12
Maximum previous checkouts displayed The maximum number of previous circulations the staff client will display when investigating item details Number LSA  
Patron circulation summary is horizontal   True/False LSA  
Payment amount threshold for Are You Sure? dialog In the Patron Bills interface, a payment attempt will warn if the amount exceeds the value of this setting.  Number LSA Sitka default 1000. 2.12
Record in-house use: # of uses threshold for Are You Sure? dialog. In the Record In-House Use interface, a submission attempt will warn if the # of uses field exceeds the value of this setting. Number LSA  
Record In-House Use: Maximum # of uses allowed per entry. The # of uses entry in the Record In-House Use interface may not exceed the value of this setting. Number LSA  
Regex for Day_phone field on patron registration The Regular Expression for validation on the Day_phone field in patron registration. Note: The first capture group will be used for the "last 4 digits of phone number" as patron password feature, if enabled. Ex: "[2-9]\d{2}-\d{3}-(\d{4})( x\d+)?" will ignore the extension on a NANP number. Regular expression LSA  
Regex for Email field on patron registration The Regular Expression on validation on the Email field in patron registration. Regular expression LSA  
Regex for Evening-phone on patron registration The Regular Expression on validation on the Evening-phone field in patron registration. Regular expression LSA  
Regex for Other-phone on patron registration The Regular Expression on validation on the Other-phone field in patron registration. Regular expression LSA  
Regex for phone fields on patron registration The Regular Expression on validation on phone fields in patron registration. Applies to all phone fields without their own setting. Regular expression LSA  
Regext for Postal Code field on patron registration The Regular Expression on validation on the Postal Code field in patron registration. Regular expression LSA  
Require at least one address for Patron Registration Enforces a requirement for having at least one address for a patron during registration. If set to False, you need to delete the empty address before saving the record. If set to True, deletion is not allowed. True/False LSA  
Require XXXXX field on patron registration The XXXXX field will be required on the patron registration screen. True/False LSA XXXXX can be Country, Day-phone, Evening-phone, Other-phone, DOB, Email, or Prefix.
Require staff initials for entry/edit of copy notes Appends staff initials and edit date into note content. True/False LSA  
Require staff initials for entry/edit of patron notes. Appends staff initials and edit date into note content. True/False LSA  
Require staff initials for entry/edit of patron standing penalties and messages Appends staff initials and edit date into patron standing penalties and messages. True/False LSA  
Show billing tab first when bills are present If true accounts for patrons with bills will open to the billing tab instead of check out True/false LSA  
Show XXXXX field on patron registration The XXXXX field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored. True/False LSA  
Suggest XXXXX field on patron registration The XXXXX field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored. True/False LSA  
Toggle off the patron summary sidebar after first view. When true, the patron summary sidebar will collapse after a new patron sub-interface is selected. True/False LSA  
URL for remote directory containing list column settings. The format and naming convention for the files found in this directory match those in the local settings directory for a given workstation. An administrator could create the desired settings locally and then copy all the tree_columns_for_* files to the remote directory. Text   Not in use
Uncheck bills by default in the patron billing interface Uncheck bills by default in the patron billing interface, and focus on the Uncheck All button instead of the Payment Received field. True/False LSA  
Unified Volume/Item Creator/Editor If True, combines the Volume/Copy Creator and Item Attribute Editor in some instances. True/False LSA  
Work Log: maximum actions logged Maximum entries for "Most Recent Staff Actions" section of the Work Log interface. Number LSA  
Work Log: maximum patrons logged Maximum entries for "Most Recently Affected Patrons..." section of the Work Log interface. Number LSA  

Table 49.6. Global

Setting Description Data type Edited by Notes
Allow multiple username changes If enabled (and Lock Usernames is not set) patrons will be allowed to change their username when it does not look like a barcode. Otherwise username changing in the OPAC will only be allowed when the patron's username looks like a barcode. True/False Sitka Default TRUE.
Global default locale   Text Sitka Default: Canada
Lock Usernames If enabled username changing via the OPAC will be disabled. True/False Sitka Default FALSE
Password format Defines acceptable format for OPAC account passwords Regular expression Sitka Default requires that passwords "be at least 7 characters in length, contain at least one letter (a-z/A-Z), and contain at least one number.
Patron barcode format Defines acceptable format for patron barcodes Regular expression Sitka  
Patron username format Regular expression defining the patron username format, used for patron registration and self-service username changing only Regular expression Sitka  

Table 49.7. Holds

Setting Description Data type Edited by Notes
Behind desk pickup supported If a branch supports both a public holds shelf and behind-the-desk pickups, set this value to true. This gives the patron the option to enable behind-the-desk pickups for their holds by selecting Hold is behind Circ Desk flag in patron record. True/False LSA  
Best-hold selection sort order Defines the sort order of holds when selecting a hold to fill using a given copy at capture time Selection list Sitka  
Block renewal of items needed for holds When an item could fulfill a hold, do not allow the current patron to renew True/False Sitka  
Cancelled holds display age Show all cancelled holds that were cancelled within this amount of time Duration LSA  
Cancelled holds display count How many cancelled holds to show in patron holds interfaces Number LSA  
Clear shelf copy status Any copies that have not been put into reshelving, in-transit, or on-holds-shelf (for a new hold) during the clear shelf process will be put into this status. This is basically a purgatory status for copies waiting to be pulled from the shelf and processed by hand Selection list Sitka  
Default estimated wait When predicting the amount of time a patron will be waiting for a hold to be fulfilled, this is the default estimated length of time to assume an item will be checked out. Duration Sitka Not applicable in Sitka OPAC
Default hold shelf expire interval Hold Shelf Expiry Time is calculated and inserted into hold record based on this interval when capturing a hold. Duration LSA  
Expire alert interval Time before a hold expires at which to send an email notifying the patron Duration Sitka Not in use
Expire interval Amount of time until an unfulfilled hold expires Duration LSA  
Hard boundary Administrative setting for Sitka use only Number Sitka  
Hard stalling interval   Duration Sitka  
Has local copy alert If there is an available copy at the requesting library that could fulfill a hold during hold placement time, alert the patron. True/False LSA  
Has local copy block If there is an available copy at the requesting library that could fulfill a hold during hold placement time, do not allow the hold to be placed. True/False LSA  
Max foreign-circulation time Time a copy can spend circulating away from its circ lib before returning there to fill a hold Duration Sitka  
Maximum library target attempts When this value is set and greater than 0, the system will only attempt to find a copy at each possible branch the configured number of times Number Sitka  
Minimum estimated wait When predicting the amount of time a patron will be waiting for a hold to be fulfilled, this is the minimum estimated length of time to assume an item will be checked out. Duration Sitka Not applicable in Sitka OPAC
Org unit target weight Org Units can be organized into hold target groups based on a weight. Potential copies from org units with the same weight are chosen at random. Number Sitka  
Reset request time on un-cancel When a hold is uncancelled, reset the request time to push it to the end of the queue True/False LSA  
Skip for hold targeting When true, don't target any copies at this org unit for holds True/False Sitka  
Soft boundary Holds will not be filled by copies outside this boundary if there are holdable copies within it. Number Sitka  
Soft stalling interval For this amount of time, holds will not be opportunistically captured at non-pickup branches. Duration Sitka  
Use Active Date for age protection When calculating age protection rules use the Active date instead of the Creation Date. True/False LSA Default TRUE
Use weight-based hold targeting Use library weight based hold targeting True/False Sitka  

Table 49.8. Library

Setting Description Data type Edited by Notes
Change reshelving status interval Amount of time to wait before changing an item from “Reshelving” status to “available” Duration LSA The default is at midnight each night for items with "Reshelving" status for over 24 hours.
Claim never checked out: mark copy as missing When a circ is marked as claims-never-checked-out, mark the copy as missing True/False LSA  
Claim return copy status Claims returned copies are put into Sitka wide default status of Claimed Returned. This is not configurable at library. Selection list Sitka  
Courier code Courier Code for the library. Available in transit slip templates as the %courier_code% macro. Text LSA Not in use
Juvenile age threshold Upper cut-off age for patrons to be considered juvenile, calculated from date of birth in patron accounts Duration (years) LSA  
Library information URL URL for information on this library, such as contact information, hours of operation, and directions. Use a complete URL, such as "http://example.com/hours.html". Text LSA  
Mark item damaged voids overdues When an item is marked damaged, overdue fines on the most recent circulation are voided.   True/False LSA  
Pre-cat item circ lib Override the default circ lib of "here" with a pre-configured circ lib for pre-cat items. The value should be the "shortname" (aka policy name) of the org unit Text Sitka  
Telephony: Arbitrary line(s) to include in each notice callfile This overrides lines from opensrf.xml. Line(s) must be valid for your target server and platform (e.g. Asterisk 1.4). Text Sitka Not in use.
Use external "library information URL" in copy table, if available If set to true, the library name in the copy details section will link to the URL associated with the "Library information URL" library setting rather than the library information page generated by Evergreen. True/False LSA  

Table 49.9. OPAC

Setting Description Data type Edited by Notes
Allow Patron Self-Registration Allow patrons to self-register, creating pending user accounts True/False Sitka  
Allow pending addresses If true patrons can edit their addresses in the OPAC. Changes must be approved by staff True/false LSA  
Auto-Override Permitted Hold Blocks (Patrons)   True/false Sitka Defalt FALSE
Ignore the Global luri_as_copy flag for this OU Admin setting on e-records scoping True/False Sitka  
Jump to details on 1 hit (OPAC) When a search yields only 1 result, jump directly to the record details page. This setting only affects the public OPAC True/False LSA  
Jump to details on 1 hit (staff client) When a search yields only 1 result, jump directly to the record details page. This setting only affects the PAC within the staff client True/False LSA  
Limit the depth of xxxxxx Admin setting on e-record link display Number Sitka  
Limit the number of URIs on the results page Admin setting on e-record link display Number Sitka  
OPAC login message HTML blob to be rendered in an interstitial page upon OPAC login Text Sitka  
Number of staff client saved searches to display on left side of results and record details pages If unset, the default is 10. Number LSA  
Open Reviews & More in a new tab If set to TRUE, Reviews & More links in the search results to be opened in a new tab. True/False LSA  
Org unit hiding depth Admin setting controlled by Sitka Number Sitka  
Org Unit is not a hold pickup library If set, this org unit will not be offered to the patron as an option for a hold pickup location. This setting has no affect on searching or hold targeting. True/False Sitka  
Paging shortcut links for OPAC Browse The characters in this string, in order, will be used as shortcut links for quick paging in the OPAC browse interface. Any sequence surrounded by asterisks will be taken as a whole label, not split into individual labels at the character level, but only the first character will serve as the basis of the search. Regular expression Sitka  
Patron self-reg. display timeout Number of seconds to wait before reloading the patron self-registration interface to clear sensitive data. Duration Sitka  
Patron self-reg. expire interval If set, this is the amount of time a pending user account will be allowed to sit in the database. After this time, the pending user information will be purged. Duration Sitka  
Payment history age limit The OPAC should not display payments by patrons that are older than any interval defined here. Duration LSA Not in use
Specify how items are ordered This value specifies how items are ordered in search results and record views within the org unit. To sort from newest to oldest by active date use 'desc'. To sort from oldest to newest by active date use 'asc'. To sort by call number use 'call'. Text LSA Default is 'call'.
Tag Circulated Items in Results When a user is both logged in and has opted in to circulation history tracking, turning on this setting will cause previous (or currently) circulated items to be highlighted in search results. True/False LSA Default TRUE
Use fully compressed serial holdings Show fully compressed serial holdings for all libraries at and below the current context unit True/False Sitka  
Warn patrons when adding to a temporary book list Present a warning dialog when a patron adds a book to the temporary book list. True/False Sitka  

Table 49.10. Offline and Program

Setting Description Data type Edited by Notes
Skip offline checkin if newer item Status Changed Time. Skip offline checkin transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this. True/False LSA  
Skip offline checkout if newer item Status Changed Time. Skip offline checkout transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this. True/False LSA  
Skip offline renewal if newer item Status Changed Time. Skip offline renewal transaction (raise exception when processing) if item Status Changed Time is newer than the recorded transaction time. WARNING: The Reshelving to Available status rollover will trigger this. True/False LSA  
Disable automatic print attempt type list Disable automatic print attempts from staff client interfaces for the receipt types in this list. Possible values: "Checkout", "Bill Pay", "Hold Slip", "Transit Slip", and "Hold/Transit Slip". This is different from the Auto-Print checkbox in the pertinent interfaces in that it disables automatic print attempts altogether, rather than encouraging silent printing by suppressing the print dialog. The Auto-Print checkbox in these interfaces have no effect on the behavior for this setting. In the case of the Hold, Transit, and Hold/Transit slips, this also suppresses the alert dialogs that precede the print dialog (the ones that offer Print and Do Not Print as options). Text LSA  
Retain empty bib records Retain a bib record even when all attached copies are deleted True/False Sitka Default FALSE based on Sitka cataloguing policy.
Sending email address for patron notices This email address is for automatically generated patron notices (e.g. email overdues, email holds notification).  It is good practice to set up a generic account, like info@nameofyourlibrary.ca, so that one person’s individual email inbox doesn’t get cluttered with emails that were not delivered. Text LSA  

Table 49.11. Receipt Templates and SMS Text Message

Setting Description Data type Edited by Notes
Content of alert_text include Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(alert_text)% Text LSA  
Content of event_text include Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(event_text)% Text LSA  
Content of footer_text include Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(footer_text)% Text LSA  
Content of header_text include Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(header_text)% Text LSA  
Content of notice_text include Text/HTML/Macros to be inserted into receipt templates in place of %INCLUDE(notice_text)% Text LSA  
Disable auth requirement for texting call numbers. Disable authentication requirement for sending call number information via SMS from the OPAC. True/False LSA  
Enable features that send SMS text messages. Current features that use SMS include hold-ready-for-pickup notifications and a "Send Text" action for call numbers in the OPAC. If this setting is not enabled, the SMS options will not be offered to the user. Unless you are carefully silo-ing patrons and their use of the OPAC, the context org for this setting should be the top org in the org hierarchy, otherwise patrons can trample their user settings when jumping between orgs. True/False LSA  

Table 49.12. Security

Setting Description Data type Edited by Notes
Default level of patrons' internet access Enter numbers 1 (Filtered), 2 (Unfiltered), or 3 (No Acess) Number LSA  
Maximum concurrently active self-serve password reset requests Prevent the creation of new self-serve password reset requests until the number of active requests drops back below this number. Number Sitka Not in use
Maximum concurrently active self-serve password reset requests per user When a user has more than this number of concurrently active self-serve password reset requests for their account, prevent the user from creating any new self-serve password reset requests until the number of active requests for the user drops back below this number. Number Sitka Not in use
OPAC inactivity timeout (in seconds) Number of seconds of inactivity before OPAC accounts are automatically logged out. Sitka default is 420 seconds (7 minutes) Number LSA  
Obscure the Date of Birth field When true, the Date of Birth column in patron lists will default to Not Visible, and in the Patron Summary sidebar the value will display as unless the field label is clicked. True/False LSA  
Offline: Patron usernames allowed During offline circulations, allow patrons to identify themselves with usernames in addition to barcode. For this setting to work, a barcode format must also be defined True/False    
Patron opt-in boundary Admin setting Sitka  
Patron opt-in default Admin setting Sitka  
Patron: password from phone # If true the last 4 digits of the patron's phone number is the password for new accounts (password must still be changed at first OPAC login) True/false LSA  
Persistent login duration How long a persistent login lasts, e.g. '2 weeks' Duration Sitka  
Restrict patron opt-in to home library and related orgs at specified depth Admin setting Sitka  
Self-serve password reset request time-to-live Length of time (in seconds) a self-serve password reset request should remain active. Duration Sitka  
Staff login inactivity timeout (in seconds) Number of seconds of inactivity before staff client prompts for login and password. Sitka default is 6000 seconds (2 hours) Number LSA  

Table 49.13. Self Check

Setting Description Data type Edited by Notes
Allow Fine printing If true, there will be a print option on the fine list screen. True/false LSA  
Allow Hold printing If true, there will be a print option on the hold list screen. True/false LSA  
Allow Items out printing If true, there will be a print option on the items out list screen. True/false LSA  
Audio Alerts Use audio alerts for selfcheck events. True/false LSA  
Block copy checkout status List of copy status IDs that will block checkout even if the generic COPY_NOT_AVAILABLE event is overridden. Number LSA Look up copy status ID from Server Admin.
Patron login timeout (in seconds) Number of seconds of inactivity before the patron is logged out of the selfcheck interface. Duration LSA  
Pop-up alert for errors If true, checkout/renewal errors will cause a pop-up window in addition to the on-screen message. True/False LSA  
Require patron password If true, patrons will be required to enter their password in addition to their username/barcode to log into the selfcheck interface. True/False LSA  
Selfcheck override events list List of checkout/renewal events that the selfcheck interface should automatically override instead instead of alerting and stopping the transaction. Text LSA  
Workstation Required All selfcheck stations must use a workstation. True/False LSA  

Table 49.14. Other

Setting Description Data type Edited by Notes
Default display grouping for serials distributions presented in the OPAC. Default display grouping for serials distributions presented in the OPAC. This can be "enum" or "chron". Text Sitka  
Previous issuance copy location When a serial issuance is received, copies (units) of the previous issuance will be automatically moved into the configured shelving location.    
Maximum redirect lookups Admin setting. Number Sitka  
Maximum wait time (in seconds) for a URL to lookup Admin setting Duration Sitka  
Number of URLs to test in parallel Admin setting Number Sitka  
Number of seconds to wait between URL test attempts Admin setting Duration Sitka  
Vandelay default barcode prefix Apply this prefix to any auto-generated item barcodes Text LSA  
Vandelay generate default barcodes Auto-generate deault item barcodes when no item barcode is present. True/False LSA  
Vandelay default call number prefix Apply this prefix to any auto-generated item call numbers. Text LSA  
Vandelay generate default call numbers Auto-generate default item call numbers when no item call number is present. True/False LSA  
Vandelay default circulation modifier Default circulation modifier value for imported items. Selection list LSA  
Vandelay default copy location Default copy location value for imported items. Selection list LSA  
Vandelay default record match set Admin setting Selection list Sitka  
Circ: default precat circ modifier   Selection List LSA  
Claim Return: Mark copy as missing   True/False Sitka Default FALSE
Disallow circulation of items when they are on booking reserve and that reserve overlaps with the checkout period When true, items on booking reserve during the proposed checkout period will not be allowed to circulate unless overridden with the COPY_RESERVED.override permission. True/False LSA  
Limit Due Date by Patron Expiry If True automatically adjusts item due date to match patron card expiry date if expiry date sooner than due date. If False item due date applied. True/False LSA  
Recalls: An array of fine amount, fine interval, and maximum fine. An array of fine amount, fine interval, and maximum fine. For example, to specify a new fine rule of $5.00 per day, with a maximum fine of $50.00, use: [5.00,"1 day",50.00] Text LSA Brackets are required in the text.
Recalls: Circulation duration that triggers a recall. A hold placed on an item with a circulation duration longer than this will trigger a recall. For example, "14 days" or "3 weeks". Duration LSA  
Recalls: Truncated loan period. When a recall is triggered, this defines the adjusted loan period for the item. For example, "4 days" or "1 week". Duration LSA  
Use in-database circ policy Admin setting True/False Sitka  
Use in-database holds policy Admin setting True/False Sitka  
Use legacy hardcoded receipts/slips   True/False LSA  
circ.renew.check_penalty   True/False Sitka  
global.credit.allow   True/False Sitka Not in use
org.opt_out_email_predue   True/False Sitka Not in use
ui.network.progress_meter Switch off/on a bar indicating network in progress True/False LSA  

Acceptable formats for each setting type are listed below. Quotation marks are never required when updating settings in the staff client.

Data type Formatting
True/false Select value from drop-down menu
Number Enter a numerical value (decimals allowed in price settings)
Duration Enter a number followed by a space and any of the following units: minutes, hours, days, months (30 minutes, 2 days, etc)
Selection list Choose from a drop-down list of options (e.g. copy status, copy location)
Text Free text

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