NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Circulation in Evergreen
    • Cataloging in NC Cardinal
    • Administration Manual for Libraries
    • Reports in Evergreen
    • Resource Sharing
    • Student Access Initiative
    • Acquisitions in Evergreen
    • Serials in Evergreen
    • Offline Transactions
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • Summon Documentation
    • Troubleshooting in Evergreen
HelpSpot help desk software

Home → Administration Manual for Libraries → Library Settings → Patron / OPAC Settings

4.5. Patron / OPAC 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
Allow others to use patron account (privacy waiver) Add a note to a user account indicating that specified people are allowed to place holds, pick up holds, check out items, or view borrowing history for that user account   True/False True (1)  
Audio Alerts Use audio alerts for selfcheck events   True/False True (2)  
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 True (5)  
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. Example: 0-9*ABCDEFGHIJKLMNOPQRSTUVWXYZ      
Use fully compressed serial holdings Show fully compressed serial holdings for all libraries at and below the current context unit   True/False True (4)
False (2)
 
Disable auth requirement for texting call numbers. Disable authentication requirement for sending call number information via SMS from the OPAC.   True/False False (1)  
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).     ["Checkout","Bill Pay"] (2) 0
Sending email address for patron notices   If you would like your patrons to be able to reply to their email notices, you should supply a value. If you do not supply a value, their responses will be dumped into an unmonitored email address "do-not-reply@nccardinal.net" (email address)    
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   FALSE
OPAC Inactivity Timeout (in seconds)   The most commonly used setting is "300 seconds", or 5 minutes.  number 300 (10)
900 (5)
2000 (1)
300
Example for day_phone field on patron registration The Example for validation on the day_phone field in patron registration.     xxx-xxx-xxxx (1)  
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 of seconds - most commonly used setting is "500,000" seconds, or over 8,000 hours.   500000 500000 (4)
100000 (2)
9000 (2)
300000 (1)
3600 (1)
 

Downloads
  • pdf
    Library Settings Template- Patron_OPAC.pdf

This page was: Helpful | Not Helpful


NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.