Using the View/update account link in the User Services menu, users can view their account details. The standard display of user details in Folio is as follows:
This screen appears when:
User Account details are configurable in:
In the top half you can configure which field details are displayed. In the lower half you can control which tabs are displayed.
View/update Account is available as standard in the User Services menu. To remove this option:
Config Block | Setting | Value | Sequence 1 | Sequence 2 | Include? |
---|---|---|---|---|---|
g_uservmenu | usmenu_options | "view" | 1 | 1 | Y |
The change takes effect in the OPAC immediately so the View/update account option will immediately be removed from display.
Users who do not yet have a log in can use the Register yourself feature from the Login button. This feature is available by default. To disable self-registration change the self-registration setting in login.ini from true to false:
Changes take effect immediately in Folio.
You can add a note / message to the header bar of the Account Details display:
To do this you create a new user_note setting in g_user_details:
"Make sure you <B>log out</B> when you have finished, to prevent other students from accessing your personal details.<br/>
<FONT SIZE='+1'><B>Double-click on a field to modify it.</B></FONT>"
Note: use the <FONT SIZE='0.5'> HTML tag to increase the size of the message.
Use the <B> HTML tag to highlight selected text in bold.
Some libraries may wish to allow users to view their account details but not to edit any of them. To completely remove the ability to update their User Account details:
Alternatively if you DO want users to be able to edit some of their details ensure the allow_acc_update setting has Value = “Y”. Then you can configure which fields display, which are editable and so on.
To do this you configure the usdetails array:
Config Setting ID | Interface | Config Block | Setting | Value | Sequence 1 | Sequence 2 | Include? |
---|---|---|---|---|---|---|---|
603715 | 1 | g_user_details | usdetails | "sname E Surname" | 4 | 1 | Y |
603716 | 1 | g_user_details | usdetails | "fname E First name" | 4 | 2 | Y |
603717 | 1 | g_user_details | usdetails | "barcode M Barcode" | 4 | 3 | Y |
603718 | 1 | g_user_details | usdetails | "password E <view>Password</view><edit>New Password:<br/>Confirm Password:</edit>" | 4 | 4 | Y |
1000107 | 1 | g_user_details | usdetails | "notes C Other Information" | 4 | 8 | N |
603751 | 1 | g_user_details | usdetails | "SUSPEND_EMAIL_NOTICES Y Suspend Emails" | 4 | 37 | Y |
603770 | 1 | g_user_details | usdetails | "LOC S Location" | 4 | 56 | Y |
603789 | 1 | g_user_details | usdetails | "CURBAL M Current Balance (£)" | 4 | 75 | Y |
603793 | 1 | g_user_details | usdetails |
"bortp R User Type" |
4 | 79 | Y |
603940 | 1 | g_user_details | usdetails | "depts SEAD Department" | 4 | 90 | Y |
603941 | 1 | g_user_details | usdetails | "courses SEAD Course" | 4 | 91 | Y |
603993 | 1 | g_user_details | usdetails | "button N Add to your profile" | 4 | 200 | Y |
For example, User Type: the Value field should be structured:
“bortp [display flags] User Type”
By default it has the display flag set to Read only - "R" as shown in the table above, but it could be set to "SE" "SR" or "SM" as described below.
The usdetails array can also include a User Notes field for display on user account details and the self registration page. You would need to create this new usdetails setting as displayed in the example array above.
In the Value enter:
“notes C Other Information” -
Where:
notes: the field name
C: denotes that it is editable and that it can be cleared
Other Information: the field label
If you set Include?=No for one of the settings, the field is not displayed in either the user self-registration page or the User Account details page. It is possible to define fields to be visible in account details but not to be visible during self-registration. Use the codes below to do this.
Use codes in the Value field to control the fields.
For example in the above table, Value "sname E Surname":
sname indicates the OLIB field name
E indicates it is editable by the user
Surname is how the field displays in Folio
The following codes are used to control how a field behaves in Folio:
Code | Description |
---|---|
E | Editable. Cannot be emptied. Unless M is also specified, will only show if there is a value in the field. For S fields (eg: addresses) this will mean that at least one address must be retained. |
M | Mandatory: will always be shown, even if the field has no value. The field will show with the content of the “l_EmptyUserField” setting. |
C | Editable, can be cleared. Will only show if there is a value in the |
P | Population only: For Self registration this field can be populated, but cannot be changed by the User after the User has registered |
R | Read only. Unless M is also specified, will only show if there is a value in the field. |
Y | Yes/No field. Unless M is also specified, will only show if there is a value in the field. For relevant fields, this option must always be included. |
S | Selection – display a list of values linked to the User Record (eg: Addresses, Departments, Courses). Unless M is also specified, will only show if there are values in the fields. For relevant fields this option must always be included. |
A | Additions to the selection list are possible. |
D | Deletions from the selection list are possible. If E is specified, and not C, this will not be offered for the first record in the list. |
N | New information – reserved for the option to add additional information to the profile and cannot combine with other options. |
For example:
g_user_details usdetails "barcode M Barcode" Seq.1:4 Seq.2:3 Include: Y
Barcode will appear on the Account Details page and cannot be edited (Mandatory only). It will not appear on the self-registration page – as it only has an “M”, it is not editable by the user.
To re-sequence fields, edit the number in Sequence 2 in relation to the other array settings, for example to swap around Surname and Forename:
Sname: set Sequence2 =2
Fname: set Sequence2 =1
After accessing their user account details, you may allow some of these fields to be updated by the user in Folio. If a field is editable by the user in Folio, they will be able to double click in the field, make changes and Save or Cancel:
The allow_acc_update setting in g_user_details should be set with Value= “Y”:
Config Setting ID | Interface | Config Block | Setting | Value | Sequence 1 | Sequence 2 | Include? |
---|---|---|---|---|---|---|---|
605651 | 1 | g_user_details | allow_acc_update | "Y" | 63 | 0 | Y |
You can also configure fields in the Folio self registration page that can be populated by the user, but not subsequently end-user editable in Account details. For example, fname, sname. To do this you use the P code in the Value field of one of the above usdetails settings:
P (Populate) This means the field can be populated in self-registration, but cannot be changed by the User after the User has registered.
Many libraries may wish to enable self-registration in this way but to also allow users to later change the Password in their User Account:
password E Password | Password appears on self-registration and users CAN change later |
---|---|
sname P Surname fname P Forename |
Surname and Forename can be populated in self-registration but not subsequently in account details |
If you allow users to update some fields in their Folio user details it is possible to limit what values appear in the drop downs that the user can choose from. This can be done using the following fields:
Setting | Config Block | Drop down field | Description/Comments | Value example |
---|---|---|---|---|
user_details_combo_locs | g_user_details | Locations | Which locations to include in the Location drop down list. Enter as a semi-colon-separated list of location key IDs. Edit the example codes and set Include = Yes. | “;B1;B2;” |
user_details_combo_depts | g_user_details | Departments | Which departments to include in the Departments drop down list. Enter as a semi-colon-separated list of department key IDs. Edit the example codes and set Include = Yes. | ";SPM;SMD;" |
user_details_combo_courses | g_user_details | Courses | Which courses to include in the Courses drop-down list. Enter as a semi-colon-separated list of course key IDs. Edit the example codes and set Include = Yes. | ";F103;F107;" |
user_details_combo_bortps | g_user_details | User types | Which user types to include in the User Type drop down list. Enter as a semi-colon-separated list of course key IDs. Edit the example codes and set Include = Yes. | ";TST1;TST2;" |
The lower half of the User Account details screen includes a number of tabs that display further information relating to the user.
The user details tabs array settings in g_user_details determine which tabs and content are displayed and in what order in the lower half of the page:
Config Setting ID | Interface | Config Block | Setting | Value | Sequence 1 | Sequence 2 | Include? |
---|---|---|---|---|---|---|---|
603833 | 1 | g_user_details | usdetails_tabs | "loan Loans Items currently on loan to you:" |
5 | 11 | Y |
603999 | 1 | g_user_details | usdetails_tabs | "res Reservations Reservations you have placed:" |
5 | 2 | Y |
603834 | 1 | g_user_details | usdetails_tabs | "sdi SDI" | 5 | 3 | Y |
603835 | 1 | g_user_details | usdetails_tabs | "enq Enquiries" | 5 | 4 | Y |
603836 | 1 | g_user_details | usdetails_tabs | "purch Purchase Suggestions" | 5 | 5 | Y |
603837 | 1 | g_user_details | usdetails_tabs | "hist History Transaction History" |
5 | 6 | N |
603838 | 1 | g_user_details | usdetails_tabs | "titles Titles" | 5 | 7 | N |
603839 | 1 | g_user_details | usdetails_tabs | "req ILL Requests Inter-Library Loan Requests" |
5 | 8 | N |
603840 | 1 | g_user_details | usdetails_tabs | "subs Subscriptions" | 5 | 9 | N |
603841 | 1 | g_user_details | usdetails_tabs | "circlist Circulation Lists" | 5 | 10 | N |
Include?=Y means that the tab is displayed.
Sequence 2 determines what order on the page the tab is displayed in. Swap round the Sequence 2 numbers to re-order the tabs.
Loans
This displays the list of items on loan to the user, with an option to renew each item separately. The list is sorted by return date so that the items that are due back soonest (or most overdue) are displayed first.
You can hide Location from the display. Add a configuration setting called show_loc in g_user_details and set the Value field to “N” (including the double quotes). You can also hide the Charge display: add a configuration setting called show_charges in g_user_details and set the Value field to “N” (including the double quotes).
Reservations
This displays the active reservations that the user has placed, with an option to cancel each reservation. The list is sorted by the date on which the reservation was placed.
SDI
This displays the SDI profiles that the user has created or subscribed to, with options to add a new profile, modify or delete an existing profile, and subscribe or de-subscribe to other users’ or public profiles.
Enquiries
This displays the user’s enquiries, with options to modify or cancel an existing enquiry and submit a new enquiry.
Click the Submit new enquiry link to display the new enquiry form.
Purchase Suggestions
The tab displays the user’s purchase suggestions (outstanding, received and held for the user, and received and in stock), with an option to submit a new purchase suggestion.
Circulation Lists
This displays the journal circulation lists and ToC lists that the user has been added to.
History
This displays the user’s transaction history, most recent transactions listed first.
Titles
This displays the titles that the user is linked to. Titles can be linked to users in OLIB Web Users domain using the Titles (borrtitles) attribute. There is a corresponding attribute in the Titles domain – Users (borrtitles). They should use a Link Type and reverse Link Type of User and Title. These attributes are not provided on the Users standard layout or the Titles standard layout and would need to be added by the system manager using Layout Manager.
ILL Requests
This displays the user’s ILL requests. Inter Library Loans requires the VDX system within OLIB to be operational.
Clicking the Submit request link displays a new ILL request form. Mandatory fields are indicated with a faint red background and a red border.
Users can click the Submit request icon to save a new ILL request and the Cancel request icon to return to the account details screen without submitting a new request.
The top half (user details) and bottom half (tab details) of the user account details screen are apportioned a set amount of screen space; the default ratio is 35/55. This is the default applied if you do not create any of the below settings. Depending on your data, you may prefer to apportion more space to the top half of the screen, e.g. if the bottom half of the screen only includes the Loans tab and you typically have one or two items on loan.
If you want to change the ratio, this is configurable at various levels - system ; site specific interface ; user category; individual user. This depends on the following settings which you can choose to create.
Example
Changes will take place when you reload Folio.
Config Block | Setting | Description | Value e.g. | Include? |
---|---|---|---|---|
g_user_details | ssr_usr | The top level split screen ratio for the user details screen if no user category-specific or user-specific setting applies. | 50 | Y |
g_user_details | ssr_usr_[user category key ID] e.g. ssr_usr_STAFF |
The split screen ratio for the user details screen used for all user records with the specified user category if no user-specific setting applies. The user category key ID should be in upper case. | 60 | Y |
g_user_details | ssr_usr_[borrower] e.g. ssr_usr_245 |
A user-specific user details split screen ratio. (Note that this is the borrower record number, not the user’s barcode.) | 80 | Y |
Note: if there is only one tab to display on the lower section of the title or user account details screen, the tab graphic itself is not displayed. Instead, the data on the tab that has been configured to display is automatically stretched across the full width of the screen.