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Configure user hitlists

Discover how to change which fields are displayed in OLIB User hitlists.

►Data Exchange Reference Data> Output Formats

The hitlist view for Users is displayed when carrying out a search in the Users domain. The hitlist shows a standard set of fields. If required, you can configure the user hitlist display to show different fields than those supplied in the standard view.

Hitlists can be configured in the Output Formats domain. All the output formats use the OLIB Hash tags system to define what fields should display in the hitlist. This system consists of field codes and # delimiters and is used for exporting data.

 Caution: create a new Output Format record rather than editing the standard record supplied, as standard records will be re-set on subsequent OLIB upgrades.

Standard hitlists

OLIB includes one predefined format - WorldView User Hitlist Display Attribute 1 for Users. This default hitlist displays the Name, Barcode, Seccode and User Category:

Cox, Graham
Barcode: 0034645 User Category: Standard

Create user hitlists

A new user hitlist format can be created which is different from the default display:

  1. Go to Data Exchange Reference Data> Output Formats
  2. First copy details from the existing format for Users; search on %user%
  3. Click on the record WorldView User Hitlist Display Attribute 1 for Users to display the details. Select the elements from the Format Text field that you need to copy into the new format record
<NAMEDISP1>
  1. Click New Record. In the new layout the Format No. and Call Ref. fields are created by default and cannot be amended.  The Domain field is set to User as this format is for displaying user records.
  2. Enter a Description e.g. OLIB Web User Hitlist Display Attribute 1 for Local Users
  3. Select the Type WorldView User Hitlist Format 1.
  4. Paste the tag into Format Text.
  5. Media Types are not required.
  6.  Caution: if the same format is to be used for all Locations, the BLANK Location option must be chosen from the list.
  7. Paste the Format Text that has been copied from standard Users.
  8. Choose from the user hash tags to add the text and formatting required for the new output format. For example to add number of items on loan:
<NAMEDISP1> #CURLOANNN#(Items on Loan: <CURLOAN>)

The NN (Not Null) tags are required to process records which have null values in the Currently on Loan field.

(Items on loan: )    added text
<CURLOAN> data tag

Once the format is saved changes are immediate and the record displays in the new format -

Cox, Graham (Items on Loan: 3)
Barcode: 0034645 User Category: Standard

Change hitlist display

You may want to change one of the standard hitlists to a different display, for example you may want to add the user Expiry Date to the hitlist.

  1. Go to Data Exchange Reference Data> Output Formats
  2. Search on %user%.
  3. Click on the record WorldView User Hitlist Display Attribute 1 for Users to display the details.
  4. In the Format Text field the standard user fields are displayed as a result of the <NAMEDISP1> tag.
  5. Put into modify mode. Choose from the User hash tags required for the new display, e.g.
<NAMEDISP1> #EXPNN(expires on <EXP>)#EXPNN#
  1. The NN (Not Null) tags are required to process records that do not have an expiry date. OLIB now displays (expires on [the user's expiry date]) if a user has the expiry date set.
  2. Save the details.

Changes to format displays are immediate, so a user in the hitlist will now display -

Cox, Graham (expires on 20-OCT-2020)
Barcode: 0034645 User Category: Standard

 

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