Global Configuration Wizard
Global policies are a class of policies which are read by the WorkFlows client at startup and stored as global variables. These policies will govern the behavior of various global features of the system. There is exactly one instance of each global policy; therefore, the Global Configuration wizard does not allow the actions Create, Copy, or Remove as with other configuration and policy wizards. A global policy can only be displayed or modified.
Modifications to a Global Configuration policy will only take effect after a halt and run of the workstation server.
The Catalog Search Fields is the only global policy that allows you to create and remove policies.
The Item Search and Display wizard, Check Item Status wizard, and Help button appear on the right side of the toolbar.
Only one user at a time can work with policies. This is a safeguard to prevent users from modifying the same policy at the same time.
From the List Policies window, you can click various tabs which display the following policies. The available tabs depend on the modules configured for your system.
| • | Searching Tab |
| • | User Information Tab |
| • | User Accountability Tab |
| • | Circulation Tab |
| • | Cataloging Tab |
| • | Acquisition Tab |
| • | Reserves Tab |
| • | Maintenance Tab |
| • | Collection Exchange Tab |
| • | Catalog Search Fields Policy |
| • | Cross-Reference Deblinding Match Policy |
| • | Configure WF Client Catalog Hit List Columns Policy |
| • | Hypertext Search Type Policy |
| • | Display Of 880 on Search Hit List |
| • | Display Of Publication Year Field Policy |
| • | Allow Lookup By User Alternative ID Policy |
| • | Configure Checking Previous User ID When User ID Is Not Found Policy |
| • | Display Of Previous User ID Field Policy |
| • | Display Of User Address Fields Policies |
| • | Display Of User Alternative ID Field Policy |
| • | Display Of User Birth Date Field Policy |
| • | Display Of User Category Fields |
| • | Display Of User Department Field Policy |
| • | Display Of User Group ID Field Policy |
| • | Display Of User ID Field Policy |
| • | Display Of User PIN Field Policy |
| • | Display of User Preferred ID Field |
| • | Display Of User Routing Information |
| • | Display Of User Title Field |
| • | Use PINs Policy |
| • | User Search Fields Policy |
| • | Configure Smart Card Address 1, 2, 3 Fields |
This Global Configuration policy tab will only display on systems that are configured to use the Accountability module.
| • | Display Of User Birth Date Field Policy: Accountability |
| • | Display Of User Birth Place Field Policy |
| • | Display Of User Citizenship Field Policy |
| • | Display Of User Social Security Number Field |
| • | Allow Edit Of Item Current Location Policy |
| • | Control Number Identifier Policy |
| • | Configure Display of Catalog Key Policy |
| • | Display of Call Number Case Policy |
| • | Display of New Call Number Case Policy |
| • | Record Editor Validation Policy |
| • | MARC Format Display Policy |
| • | Paired Fields Policy |
| • | Holding Code Dropdown List Policy |
| • | Zero Rated Tax Policy |
| • | Tax Rebates Policy |
| • | Vendor Tax Exemptions Policy |
| • | Tax Included in Invoice Line Amount Policy |
| • | Audit Trail Policy |
| • | Charging Of Items Already Charged Policy |
| • | Configure Display Of User Information Header Policy |
| • | Configure Display of User Address Policy |
| • | Configure Display Of User Key Policy |
| • | Display Of User Transaction Lists In Circulation Wizards Policy |
| • | Automatic Transit Of Items For Circulation Policy |
| • | Display Of User Photograph Policy |
| • | Configure Maximum Fee Policy |
| • | Configure Hold Range for Mailing Policy |
| • | Configure Auto Cancellation of On–Order Holds |
| • | Configure Logging of Multi-Circ Items at Checkin |
| • | Configure Display of Date on Receipts |
| • | Configure Context Menu Policy |
| • | Configure Locations for Onshelf Items Wizard |
| • | Display Of Booking Profile Field In Reserve Wizards Policy |
| • | Display Of Reserve Collection Field Policy |
| • | Update Staff Client by Specified Libraries Policy |
| • | Allow Non-Admins to Install Client Updates Policy |
| • | Suggest Exchange Items Policy |
| • | Exchange Date When Shipping Items Policy |
| • | Pending Item Location Policy |