►Admin Client Configuration> Layouts
Other users can view layouts in areas of OLIB but the system administrator needs to be logged in to make any changes.
In any domain when you show the full details of a record, the Layouts icon Layouts link at the top of the page lists what layouts are available for this domain:
Indicates this is the default layout shown when you go to this domain.
Click to make this the default layout instead.
*** Indicates an older version of a layout. For example if an OLIB upgrade adds new fields to a layout, OLIB still keeps the older version of the layout and marks it with '***'. This is because a library may have made their own modifications to it. The library can continue to use the older layout and keep it as their default if they wish. Alternatively they would need to make their own local modifications again to the newest layout, so that they benefit from the latest upgrade AND incorporate their own modifications.
Layouts and Sheets can also be viewed in a separate domain in the Admin Client Config section of the menu.
All OLIB's layouts can be viewed from Admin Client Config> Layouts. Each Layout record has the following information:
To change the order in which the sheets appear in a layout do the following
Tip: first go to the domain where you want to change the sequence of layouts to help you recognise it when in Admin Client Configuration.
If radical changes are intended it may be preferable to create new layouts and sheets rather than to edit existing examples.
For example you may wish to create a new layout for a specific Media Type such as Acts of Parliament. This could include just the fields required for that Media Type, that are organised in an appropriate sequence.
As a compromise you can also copy an existing Sheet and then use that to edit rather than creating a Sheet from scratch. You can subsequently attach the copy of the Sheet to the new Layout.
The above information explains how to create a new Layout, with the option of creating and linking a new Sheet to that Layout. To create the new Sheet -
Most simple edits to Controls will be carried out on the relevant Sheet as described in Sheets. However this method is not possible for the Circ. Desk (Issues/Returns/Renewals) layout and the In Transit layout. This is one scenario where you would use the Layouts domain in Admin Client Config>Layouts.
The draft will now replace the original Sheet.
You can easily copy Layouts, using 2 actions:
Copy Layout with same sheets
Copy Layout with copied sheets
You can also use the following action to quickly copy a sheet in a layout:
Copy sheet for this layout
This will copy the sheet that the layout is currently linking to. It will replace the original sheet in the current layout and be placed in the same position on the current layout only. (The original Sheet still remains in the system and would be found in the Sheets domain).
If you want a specific Layout to be used to display records from different Info Types, you can add those Info Types to the Layout. For example, you can create a new layout for cataloguing the Title record of "Pamphlets" and a new layout for cataloguing the Copy records of "Pamphlets". To do this you obtain the Layout in the Admin Client Config>Layouts domain.
Note: Daystart creates the info type record from Media Types and Copy Categories and needs to run first after you've created any new Media Type, or any new Copy Category.
Permissions can be applied to Layouts and Sheets in the same way that Permissions are applied to other 'objects' such as Folders or Saved Searches.
You use the Layouts domain to set Permissions on a Layout.
In Admin Client Config> Layouts search for the relevant layout and open in Modify.
Open the Sheets tab.
Tick the box to select the sheet for removal and either:
OLIB prompts if you are sure you want to remove the item from the Sheets list? Yes/No. This deletes the sheet from this layout only.
OLIB prompts if you are sure you want to permanently delete this sheet? Yes/No. The sheet is immediately removed from all layouts for that domain and from the database.
You can easily remove layouts if they have:
Remove Layout and Sheets
The layout and the sheets belonging to it are deleted from the database.
Remove Layout, keep Sheets
The layout is deleted from the database, but the sheets will still remain and can be re-used.
In the Layouts domain, when you check the box to select a layout, this is available in the Other Actions drop down:
Copy Layout To Archive Domain
OLIB will create a copy of the layout. This layout is for viewing records you have archived. The layout will be placed in one of the Archives domains, such as:
The archive record layout will be placed in the correct matching domain, e.g. an archived Users layout will be placed in Archives> Archived Users.
Attributes that are not included in the Archive domain’s definition will not be included in the archive record layout, although their labels will.
In this example we create a copy of a layout for archived User records
Tip: you may consider archiving records for which you have a highly customised layout to assist data entry and wish to view the archived records using the same field labels.
The domain for the layout is ARCH_BORROWERS.
Note: check that the Layout you are creating an Archives copy for, has all possible Info Types associated with it (check these in the Info Types sheet in the Layout).
If not, the layout will not be displayed in Archives and will still be visible in the “active” domain.