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Home → Administration Manual for Libraries → Library Settings → Cardinal-wide Settings

4.9. Cardinal-wide Settings

Last Updated 10/19/2023


Color Description
Optional setting.
Setting has Cardinal default value but systems can choose differently.
There is a Cardinal default value and there should be no other value chosen for this setting.
Label Description Recommendations / Comments Acceptable Values Counts in Cardinal as of January 2022 (value then count) NC Cardinal
Patron Merge Barcode Delete Delete barcode(s) of subordinate user(s) in a patron merge       FALSE
Patron Merge Deactivate Card Mark barcode(s) of subordinate user(s) in a patron merge as inactive       TRUE
Patron Registration: Cloned patrons get address copy In the Patron editor, copy addresses from the cloned user instead of linking directly to the address       TRUE
Patron search diacritic insensitive 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
Require matching email address for password reset requests Circulation: Require matching email address for password reset requests       TRUE
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. This is set to "Cardinal" or "0"     0
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
Patron Login Timeout (in seconds) Number of seconds of inactivity before the patron is logged out of the selfcheck interface   60 seconds   60
Require Patron Password Patron must log in with barcode and password at selfcheck station       TRUE
Workstation Required All selfcheck stations must use a workstation       FALSE
Auto-Override Permitted Hold Blocks (Patrons) When a patron places a hold that fails and the patron has the correct permission to override the hold, automatically override the hold without presenting a message to the patron and requiring that the patron make a decision to override       FALSE
Jump to details on 1 hit (public) When a search yields only 1 result, jump directly to the record details page.  This setting only affects the public OPAC       TRUE
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 OPAC within the staff client       TRUE
Elbow room Elbow room specifies how far in the future you must make a reservation on an item if that item will have to transit to reach its pickup location.  It secondarily defines how soon a reservation on a given item must start before the check-in process will opportunistically capture it for the reservation shelf. This is only applicable if you are using the booking module.      1 day
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
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
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
Staff Login Inactivity Timeout (in seconds)     50000 seconds   50000
Button bar         circ
Default Country for New Addresses in Patron Editor This is the default Country for new addresses in the patron editor.       US
Default showing suggested patron registration fields Instead of All fields, show just suggested fields in patron registration by default.       TRUE
Format Date+Time with this pattern Format Date+Time with this pattern (examples: "yy-MM-dd h:m:s.SSS a" for "16-04-05 2:07:20.666 PM", "yyyy-dd-MMM HH:mm" for "2016-05-Apr 14:07").  This will be used in areas of the client where a date with a timestamp is needed, like Checkout, Due Date, or Record Created.       MM/dd/yyyy
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").  This will be used in areas where a date without a timestamp is sufficient, like Date of Birth.       MM/dd/yyyy
Patron circulation summary is horizontal         TRUE
Require county field on patron registration The county field will be required on the patron registration screen.       TRUE
Require email field on patron registration The email field will be required on the patron registration screen.       TRUE
Require evening_phone field on patron registration The evening_phone field will be required on the patron registration screen.       FALSE
Require State field on patron registration The State field will be required on the patron registration screen.       TRUE
Show alert_message field on patron registration The alert_message 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
Show alias field on patron registration The alias 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.       FALSE
Show calendar widget for dob field on patron registration If set the calendar widget will appear when editing the dob field on the patron registration form.       TRUE
Show claims_never_checked_out_count field on patron registration The claims_never_checked_out_count 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.       FALSE
Show claims_returned_count field on patron registration The claims_returned_count 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.       FALSE
Show county field on patron registration The county field will be shown on the patron registration screen       TRUE
Show dob field on patron registration The dob 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
Show email field on patron registration The email 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
Show evening_phone field on patron registration The evening_phone 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
Show ident_value field on patron registration The ident_value 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
Show ident_value2 field on patron registration The ident_value2 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.       FALSE
Show juvenile field on patron registration The juvenile 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
Show second_given_name field on patron registration The second_given_name 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
Show State field on patron registration The State 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
Show suffix field on patron registration The suffix 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
Suggest alert_message field on patron registration The alert_message 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
Suggest alias field on patron registration The alias 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.       FALSE
Suggest day_phone field on patron registration The day_phone 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
Suggest dob field on patron registration The dob 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
Suggest email field on patron registration The email 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
Suggest evening_phone field on patron registration The evening_phone 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
Suggest ident_value field on patron registration The ident_value 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
Suggest ident_value2 field on patron registration The ident_value2 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.       FALSE
Suggest juvenile field on patron registration The juvenile 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.       FALSE
Suggest master_account field on patron registration The master_account 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.       FALSE
Suggest other_phone field on patron registration The other_phone 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
Suggest second_given_name field on patron registration The second_given_name 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
Suggest suffix field on patron registration The suffix 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
Work Log: Maximum Actions Logged Maximum entries for "Most Recent Staff Actions" section of the Work Log interface.       100
Work Log: Maximum Patrons Logged Maximum entries for "Most Recently Affected Patrons..." section of the Work Log interface.       100
GUI: Juvenile account requires parent/guardian Require a value for the parent/guardian field in the patron editor for patrons marked as juvenile       TRUE
GUI: Show guardian field on patron registration The guardian 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
GUI: Suggest guardian field on patron registration The guardian 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
Default Record Match Set   This is set to Cardinal match for consistency between records.  51   51
Regex for email field on patron registration The Regular Expression for validation on the email field in patron registration. To implement, submit a help ticket at: https://nccardinalsupport.org/index.php?pg=request or email: help@nccardinalsupport.org       

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    Library Settings Template- Cardinal-wide.pdf

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