Fields: Add/Edit/Copy Profile

Profile

Displays the name of the profile that you are currently copying or editing.

Note: This name does not display if you are adding a new profile.

Code

Specifies a unique code for the search profile (up to 30 characters). This code is used to identify the search profile on the Profiles page and on any other pages that display the search profile code.

Codes are displayed in all upper case letters. If you enter lower case alphanumeric characters for the code, the software automatically converts them to upper case when the code is displayed. The Code cannot include spaces. If you enter a space, SirsiDynix Enterprise will display an error message when you save the settings.

Note: This value must be unique. If you enter a code that is already being used elsewhere on the system and try to save the profile, the software displays an error message indicating that the value must be unique, and informing you that the value you entered is already being used for another profile.

Name

Specifies the system name of the search profile (up to 80 characters) for the specified language. This name is used to identify the search profile on the Profiles page and on any other pages in the Admin console that display the search profile name.

For this field, you can also specify an alternate name for a specific language. Choose the language from the drop-down list of supported languages, then enter the localized name in the field.

Note: If your web browser is configured to use a display language that is not supported by Portfolio and you have chosen to display the Admin console in a language other than the default language (en_US), the language that displays in the drop-down list of supported languages defaults to US English.

If a localized name already exists for a specific language, the software displays that language name differently in the drop-down list. When you enter a localized name for a specific language, the language name appears with a “++” suffix. If you clear the localized name for a specific language, the software displays the language name without the different formatting.

Description

Specifies a text description of this search profile (up to 255 characters).

Profile URL

Specifies the friendly URL for the search profile (up to 30 characters). The Profile URL is the portion of the URL specific to this profile. For example, if your Searching server is at “http://mylibrary.example.org/client/en_US” and your profile is named “myprofile,” you would use this URL to access the profile: “http://mylibrary.example.org/client/en_US/myprofile”.

Note: This value must be unique. If you enter a URL that is already being used, the software displays an error message indicating that the value must be unique, and informing you that the value you entered is already being used for another profile.

Because Portfolio reserves some terms for specific functions, you should not use those terms for the friendly URL. Below is a list of terms you should NOT use in the Profile URL field:

• admin
• login
• error
• forbidden
• holds
• print
• rss

Set as default

Specifies whether this search profile is used as the default search profile for the system. The default profile is used by the software when only the base URL is specified.

Only one profile on the system can be set as the default. If another profile is already set as the default, when you choose Set as Default for another profile, that profile becomes the new default profile. If you are currently editing the default profile, this checkbox is disabled and cannot be changed.

Note: You must specify a default profile on the system. Only one search profile can be set as the default.

BLUEcloud Connection

When there are multiple connections, this specifies which connection to use. Each connection provides access to different institutions. Each connection is associated with a single institution. Select the connection that accesses the desired institution (for more information, see Fields: Add/Edit BLUEcloud Connections).

Override BLUEcloud Commerce

If your organization has enabled BLUEcloud Commerce, it is used for all payment management for each profile in your system. However, if you want a profile to use Symphony Web Services or Horizon Web Services, you can override the BLUEcloud Commerce service for the profile and use web services implementation.

When selected, Override BLUEcloud Commerce removes the connection to the BLUEcloud payment service and enables the payment accounts that you have configured. In order to use the payment accounts, you need to set up at least one web service (for more information, see Managing web services) and create at least one payment account (for more information, see Managing payment accounts).

Enable “Did you mean?”

Specifies whether or not to enable the “Did you mean?” feature in Searching.

When you enable this feature, every time a patron enters a search term in Searching, the term is compared against Discovery search source dictionaries to determine if the search term is present. Each dictionary is search source specific. Search source dictionaries are updated automatically when each of the library system’s data sources are indexed. This includes any special or localized terms contained in the data.

Enabling the "Did you mean" feature on a search source with a small data set limits the number of terms that can be included in the source dictionaries and may result in unhelpful results. If you are unsure whether the "Did you mean" suggestions will be pertinent to common searches, test some searches and enable or disable the feature accordingly.

Note: If a search term is misspelled somewhere in the search source data, it will also be misspelled in the search source dictionary.

Note: Disabling “Did you mean?” does not disable searching. Portfolio will still search and display the search source data, regardless of whether “Did you mean?” is enabled.

If the search term is found within at least one search source dictionary, the software does not display “Did you mean?” suggestions. If the search term is not found, Searching displays the “Did you mean?” phrase with suggested terms from the Discovery search source data. The patron can click one of these suggestions to do a new search using that suggestion or browse the results that do return.

Note: If a search does not yield any results, “Did you mean?” will not be displayed for that search.

“Did you mean?” will display up to three suggested terms, one from each of three Discovery search sources. There may be fewer suggested terms if the profile has fewer than three Discovery search sources, or if only one or two possible search terms can be found. You can specify which search source dictionaries will be available for “Did you mean?” suggestions. For more information, see Fields: Add/Edit Discovery Search Sources. Suggestions for “Did you mean?” are pulled only from Discovery search source data. Federated search sources are not checked for possible search terms.

Note: When patrons narrow a search by applying a facet, “Did you mean?” will not be displayed for that search.

Enable Publication Date facet as a range

Specifies to display the Publication Date facet as a range of publication dates rather than as individual years.

If you enable this option, Portfolio displays 5 publication date ranges under the Publication Date facet heading, each of which corresponds to the range of publication dates found within the search results. The publication date ranges are displayed in the format “yyyy-yyyy” and are listed in descending order.

If the search results contain 5 or less publication dates, Portfolio automatically displays the Publication Date facet as individual years instead of as a range. If you display the Publication Date facet as a range, Portfolio does not display title counts for each date range.

Note: You must enable the Publication Date facet for this profile in order to display publication dates as a range. For more information, see Configuring the facet display for a search profile.

Note: After you enable this option, you must refresh the search cache for the publication date facet to display as a range. For more information, see Refreshing the search cache.

Note: By default, this option is disabled. If you are upgrading from a a previous version of Portfolio, this option will automatically be disabled.

Discovery Tab Label

Specifies the text that appears on the Discovery search results tab. When the patron selects the Everything option in the drop-down list next to the Search field, the search results that come from Discovery search targets are listed on a separate tab. By default, the Discovery tab label text is Catalog.

You can specify a localized name for the Discovery tab label by typing the localized text, and selecting in the language list next to the text field the language that will use the localized text.

Note:  The Everything option displays in the drop-down list next to the Search field if the Use No Limits check box is selected for the search profile in the search limit configuration, or if two or more search targets are enabled for the search profile or room. For more information, see Configuring search limits for a search profile, Specifying search box options for a search profile, or Setting up search limits for a room.

Federated Tab Label

Specifies the text that appears on the Federated Search results tab. When the patron selects the Everything option in the drop-down list next to the Search field, the search results that come from Federated search targets are listed on a separate tab. By default, the Federated tab label text is Databases.

You can specify a localized name for the Federated tab label by typing the localized text, and selecting in the language list next to the text field the language that will use the localized text.

Note:  The Everything option displays in the drop-down list next to the Search field if the Use No Limits check box is selected for the search profile in the search limit configuration, or if two or more search targets are enabled for the search profile or room. For more information, see Configuring search limits for a search profile, Specifying search box options for a search profile, or Setting up search limits for a room.

Fuzzy Search Factor (0.5 to 1.0)

Specifies the amount of fuzziness applied to Searching in the profile.

Fuzziness is the "closeness" requirement between two words – the search term and a term in the index. This is based on an algorithm called "Levenshtein Distance," which creates a ratio of the number of characters that have to be changed in order to turn a search term into an indexed term, divided by the number of characters in the search term.

So in other words, the fuzzy search factor is the percentage of characters that have to remain unchanged (".5" being 50%, ".7" being 70%, etc.) to be included in the search results. For example, to turn "bee" into "ben," two thirds of the term remains unchainged, meaning that the fuzziness factor is .666.

By default, the fuzzy searching is set to a .7 (70%) factor. You can specify a range from .5 (50%) to 1.0 (100%). If you assign a value of 1.0, no fuzzy searching will take place at all, and only exact matches will be returned in search results.

Important: The lower the factor, the longer it takes to get search results. For example, searches will take longer at a 0.5 factor than at a 0.7 factor.

Note: To optimize search times, fuzzy searching is enabled only for searches on author, title, and subject fields. Other fields included in the search are not subject to the fuzzy search factor, which means that they require an exact match to add the record to the results list. To have the fuzzy search factor applied to other search fields, contact your SirsiDynix representative.

Items to sort

Specifies the number of items to include in a sorted search. When a library user performs a search, the system returns all of the closest matches ranked by relevance. The Sort By drop-down list lets the user sort the by publication date (ascending or descending order), title, or author. When the sort is selected, the system takes the number of most relevant matches from the search that you specify here and sorts them by the selected option. For example, if you leave the number of items to sort at 300 (the default), the system sorts the first 300 relevant titles by the Sort By option selected. If you make the number higher, the system will take more time to sort the titles. When a library user types a new search term in the Search box and chooses Search, the system returns the items sorted by relevance rather than the sort order applied to the previous search. Sorting search results is not available for federated database searches.

Enable Open Search

Allows OpenSearch-enabled applications to query the search targets that are enabled for the current profile. Portfolio returns the results in the OpenSearch format. OpenSearch is an open standard that allows an application to run queries against a search server and aggregates the results. Portfolio supports version 1.0 of the OpenSearch standard. Microsoft Internet Explorer is an example of an application that has the capability of aggregating and formatting the results from an OpenSearch server.

Note: If you are not familiar with OpenSearch, you can study the information at “www.opensearch.org” before you enable the OpenSearch option for any profiles.

Portfolio supports the OpenSearch description document that describes the OpenSearch interface, including the template that search clients use to submit a query to Portfolio. Search client applications must have the server name (or IP address), port number, and profile to retrieve the description document. They can retrieve the description document by using the following template with the server, port, and profile that you provide to them:

http://<server>:<port>/discovery-search/os?pr=<profile>

When OpenSearch is enabled, Discovery server becomes a search engine that other applications can search. To do that, those applications need the Portfolio server name, port number, and the template used to format the query correctly for Discovery server. Below is the template for submitting a query to the Discovery server and a description of the elements in the template:

http://<server>:<port>/discovery-search/os?pr=<profile>&q=<searchTerms>&rw=<startIndex>&ct=<count>"

Element	Description
<server>	Specifies the Portfolio server name or IP address.
<port>	Specifies the Portfolio server port number.
<profile>	Specifies the Discovery profile to query. If the OpenSearch application submits a URL that is blank or doesn’t match any of the profile names in your library database, Portfolio queries the default profile.
<searchTerms>	Specifies the text string to query.
<startIndex>	Specifies which result to begin the list with. “0” specifies that the first item found in the Discovery server search results ("10" indicates the eleventh item found, and so forth). Note: Results are listed in order of relevance.
<count>	Specifies the number of results to return to the application.

Portfolio returns the results as an OpenSearch compliant XML file. The file includes the following elements that define each result:

Element	Description
<title>	Indicates the title of the item. Important: The value of title is set to return the first field defined in the Search Result Display definition. If you specified a different field other than the title, the value for that field will be returned instead of the title. For more information, see Adding or editing a search result display.
<summary>	Summarizes the details of the item. Note: The summary is a concatenation of the other elements defined in the Search Result Display for the profile. For more information, see Adding or editing a search result display.
<id>	Indicates the Portfolio identification number of the item.
<rel:score>	Indicates the relevance score of the item. Relevance is relative to other results in the search. The higher the number, the more relevant it is to the search term. Note: Because the relevancy score is relative to the search, displaying the relevancy score as part of the search results may be misleading to the patron.

Enable Zero Search

Zero search is the ability to search when no value has been entered in the Search box (in other words, searching on an empty Search field). When Zero Search is enabled, Portfolio finds all of the items that are from the selected target. When Zero Search is disabled, nothing happens when the patron searches when the Search field is empty.

Filter items based on limits in effect

Screens the search results list in a result’s detail display to show only the items that can be displayed according to the specific search limit that has been applied. The search limit may be an administrator-enforced search limit or a patron-selected search limit.

For example, if an administrator-enforced search limit allows the patron to view items owned by the Main Library, the City Library, and the Country Library, the detail display will include only the items owned by those libraries. Any items owned by other libraries will not appear in the item list in the detail display. If Filter Items Based on Limits in Effect is not selected, the results of a search will display only the results found in Main Library, the City Library, and the Country Library, but when you open the details of a result, it will list all of the items in those libraries and all other libraries in the system.

Open external links in new tab or window

Specifies whether to open an external link (or any link that is external to Portfolio) in a new tab or window. External links might include Library Favorites links, 856 tags, and links from federated search sources.

If you enable this option, when patrons click on an external link, the link will open in a new tab or window, depending on the patron’s web browser settings.

Note:  This option does not apply to external links that appear within Rooms content. You can determine whether the external link opens in a new tab or window by editing the Room content and specifying in the HTML code whether the hyperlink should open in a new tab or window.

Number items in search results for this profile

Specifies whether to number the items listed in the search results. If you enable this option, when patrons view search results after performing a search, Portfolio numbers each item in the entire list chronologically.

Enable Modal Detail View

Specifies whether the detail view, when opened from the search results, opens over the results or opens replacing the results.

When this option is selected, the item details opens in a "modal window" that displays over the search results. This provides an intuitive way for the patron to navigate between the list and the item details. The patron can close the modal window to return to the results list.

When this option is not selected, the item details opens as a page that replaces the search results. The user can return to the results list by clicking the browser's Back button. You might use this setting (deselect the option) when you have enriched content from a third-party vendor that does not support the use of modal windows.

For mobile displays, this option wont have any effect. The detail display always opens as a nonmodal page on mobile devices, regardless of configuration.

Show due date on the detail display for checked out items

Specifies whether to display either the due date or the label "Checked out" in the detail display of items that have been checked out.

Show due time when within 24 hours of due date

Specifies whether to display the due time after the due date of a checked out item in the detail and My Account displays. Due Time begins displaying 24 hours before the item is due. Prior to that time, only the due date displays.

Show copies available from additional libraries if no copies are available from filter library

Specifies that you wish to display in the search results display the number of copies available from the entire site if no copies are available from the filter group or library.

If you select this option, you must first set up your source site to display availability for search results, and set up a limit on availability counts to a search library.

Enable zoom on asset images

Turns on or off the zoom function of asset thumbnails in the search results and Item Detail displays. When a patron moves the mouse over a thumbnail of an image, Portfolio displays larger version of the image in a box to the side of the thumbnail. The user can move the mouse to different regions of the thumbnail to view those regions in the preview box. This works only for image assets.

When not selected, moving the mouse over the thumbnail does not display a preview.

Interfile EDS Results

Note: Whenever a library elects to use any EDS search target with Enterprise, an EDS Display Mode field appears in the Preferences accordion of the My Account Personal Information tab. This occurs even when Interfile EDS Results has not been selected.

Specifies whether EDS search results are returned and merged (interfiled) according to relevance with Portfolio profile search results.

Enable Facebook 'Share' Button

Specifies that you want the Facebook "Share" button to appear in search results (list view only) and in an item's detail display. For more information, see Enabling the Facebook "Share" button.

Note: If you enable this feature, specifying a Facebook App ID can provide sharing metrics in the Facebook Developer portal.

Important: Library administrators should be aware that when the Facebook "Share" button is enabled, performance in Portfolio can suffer, especially if multiple search result tabs are open or if the network connection is weak. This slowed behavior is especially apparent on screen readers.

Facebook App ID

Specifies the Facebook App ID for your site.

For information about generating a Facebook App ID, see Enabling the Facebook "Share" button

Important: When a library user "Shares" an item, Portfolio facilitates logging in to the user's account. But because Facebook doesn't actually open in the browser, and library users may forget—or not know—to log out, a subsequent user on the computer could easily gain access to the previous user's Facebook account. To prevent this, create a separate profile for in-library use in which the Facebook functionality is disabled.

Enable Email

Adds or removes an option that lets patrons email a list of selected titles or the details of a single title to any email address. The Email action is available in the results list, detail display, and My List.

Enable "Text It To Me"

Adds "Text it to me" as a button or menu option in search results and detail displays. This lets patrons send a text message to their phone that shows the call number, a link to the item, the title, and the author. Patrons who have phones with Internet access can follow the link to the item's detail display.

Note: "Text it to me" applies only to physical items that have a call number. It is not applicable to electronic assets or other digital items.

When patrons choose "Text it to me" they are presented with an interface that requests their phone number and their phone carrier. The carrier is important because it provides an email-to-SMS gateway through which Portfolio sends the text message. Each carrier's gateway is unique and not all carriers are defined in Portfolio.

The Text It To Me option includes two buttons for setting up the text configuration.

Button	Description
Edit Carriers	Saves all changes made on the Add/Edit/Copy Profile page and opens the Mobile Phone Carriers page so you can add, edit, enable, and disable phone carriers for all profiles (for more information, see Managing mobile phone carriers).
Select SMS Fields	Specifies which search fields are included in the text message. You can add or remove fields and specify the order that they appear in the text message. For more information, see Fields: Select SMS Fields.

Allow Patrons to Specify Subject for Emails

Adds or removes the Subject field in the Email list and Email item details dialog boxes so patrons can specify the subject line in the email. Without the Subject field, Portfolio inserts a generic subject, such as "Title Details: Wind in the Willows" or "Results: willows."

Enable Printing

Adds or removes the option that lets patrons print a list of selected titles or the details of a single title. The Print action is available in the results list, detail display, and My List.

Enable Holds

Adds or removes the option that lets patrons place items on hold. The Place Hold action is available in the results list, detail display, and My List.

Show "Mail this to Me" option

Adds or removes the option that lets patrons choose to have an item mailed to them from the library.

Note: This option is only available for Symphony customers.

Enable Item-Level Holds

Adds or removes the ability of patrons to place a hold on a specific copy of a title. The Reserve This Copy option appears in the availability table in the detail display. To activate the table, edit the detail display for the source and select at least one field in either the Holding Child Fields or Item Child Fields lists (for more information, see Adding or editing a detail display).

Important: Item-level holds are available only to sources that connect to either a SirsiDynix Symphony or Horizon ILS through web services.

Note: Clicking the Place Hold button on the detail display places a hold on the first copy of the title that comes available rather than a specific copy of the title.

Allow Pickup only from the Item Library

Specifies whether patrons can choose which library from which to pick up the item. When selected, the patron is not given the option to select a pickup library, but must pick the item up from the library that houses the item. When not selected, the patron can select the pickup library from a list. In this case, the libraries must make sure the item is sent to the pickup library for the patron if it is not currently at that location.

Important: Allow Pickup only from the Item Library displays only when Enable Item-Level Holds has been selected.

Show "My Account"

Enables the My Account link and functionality for the profile. When this option is disabled, the link to My Account is not displayed in the interface. Users can log in to manage their lists, but cannot manage account information from within Portfolio. Disabling the My Account link can be helpful if you have set up the profile to connect to Symphony through a link other than web services (such as LDAP or SIP).

Show "Send a Request" link

Displays a link at the top of the patron console that allows the patrons to send requests directly to their library. For more information, see Configuring requests.

Note: This option is only available for Symphony ILSs.

Requests Policy

Specifies which policy should be used for the Send a Request option. This field is only available if you have selected the Show "Send a Request" link option. When available, this is a required field. You must fill out this field with a valid requests policy from your ILS. For more information, see Configuring requests.

Note: This option is only available for Symphony ILSs.

Show "Forgot My PIN" link

Displays a link in the Log In dialog box that sends an email to patrons with a link to a page that allows them to reset their My Account password.

"Forgot My PIN" link text

Specifies the hypertext label that displays on the Log In dialog box that a patron would click to reset the PIN.

For this field, you can also specify an alternate name for a specific language. Choose the language from the drop-down list of supported languages, then enter the localized name in the field.

Note: If your web browser is configured to use a display language that is not supported by Portfolio and you have chosen to display the Admin console in a language other than the default language (en_US), the language that displays in the drop-down list of supported languages defaults to US English.

If a localized name already exists for a specific language, the software displays that language name differently in the drop-down list. When you enter a localized name for a specific language, the language name appears with a “++” suffix. If you clear the localized name for a specific language, the software displays the language name without the different formatting.

Note: This option does not display unless Show "Forgot my PIN" link is selected.

"Forgot My PIN" email file

Specifies the name of the template mail file that you want sent to the patron when the "Forgot My PIN" link is initiated. You do not need to include the path to the file, but it does need to be placed in the correct directory, according to language. The location and file format depend on which Web Services the profile uses:

Web Services	Filename format	Description
Symphony Web Services	sample.ml	The specified file must be located in the Unicorn/Templates/PINRecovery/<Lang>/ directory, where <Lang> is the user's language as specified in the user record. If no value is specified (or a file is specified that does not exist), the system uses the default.mltemplate for the language of the user. If there is no default language template for the user's language, the default.ml template for the system is used (located in the Unicorn/Templates/PINRecovery/default/ directory). If all the default templates have been deleted from the Symphony system, the system returns an error response. Note: You can use the default.ml file as the base for the email file that you specify in the "Forgot My Pin" email file field. Be careful to not overwrite the default.ml file.
Horizon Web Service	sample.txt	The specified file must be located in the jboss/server/default/conf/emailTemplates/resetPin/<Lang>/ directory, where <Lang> is the locale that is passed in the request header of the REST call. For example, en_US (for English in the United States) or fr_CA (for French in Canada). Therefore, if they do not already exist, you must create the appropriate language directories for the languages that your library supports. By default, the installation program creates the following directories: en_US, es, fr, fr_CA, and de_DE. If a file is specified that does not exist, the system uses the default.txt template for the language of the profile. If there is no default language template for the profile's language, the system uses the system default template that corresponds to the emailTemplateFilename (located in the jboss/server/default/conf/emailTemplates/resetPin/ directory). If that does not exist either, the default.txt template for the system is used (located in the jboss/server/default/conf/emailTemplates/resetPin/ directory). If no default exists, the system returns an error response. Note: You can use the default.txt file as the base for the email file that you specify in the "Forgot My Pin" email file field. Be careful to not overwrite the default.txt file.

Note: This option does not display unless Show "Forgot my PIN" link is selected.

Show User Logout Warning

Displays a security warning to the patron after the patron has logged out from My Account.

Unless a patron in the library clears the cache or closes the browser after logging out, the next person to use the computer can use the browser's Back button to view the previous patron's login name and search information, but not access the previous user's My Account pages. When Show User Logout Warning is enabled, Portfolio displays a message to the patrons who have logged out explaining that they should close the browser in order to avoid exposing their user name to other users.

Note: The message does not clear the cache or close the browser for the patron. The patron must perform those tasks for the cache to actually clear.

Note: The setting of this option does not affect the logout process of patrons using Enterprise on a mobile device.

Enable Patron Lists

Adds or removes the option that lets patrons create and manage their own lists of items.

Note: A patron's list of items can include anything listed in a normal search (that is, titles, assets, rooms, and so forth). Results from a federated target search cannot be added to a list.

My Lists Display

Specifies the display used for items in the My List interface. Enterprise includes a Default display. When you create new display, it appears in the My List Display list. For more information, see Managing My List displays.

Display Google Books preview

Includes previews from Google Books within the details page of the item when a preview is available. The preview displays in an accordion that patrons can expand.

Important:  You can change the name that appears on the accordion in Language Files (for information about finding and changing text strings, see Managing language files); however, Google limits the titles you can use to just a few. Before your library uses this option, make sure you review the conditions and naming guidelines that Google has set. For more information, see http://code.google.com/apis/books/branding.html#naming. For localized interfaces, Google provides a table of approved translations at http://code.google.com/apis/books/examples/translated-branding-elements.html.

Important: The Google Books viewer includes a toolbar that displays links to Google Books and various book vendors. This toolbar cannot be removed or hidden.

Bowker Syndetics Account Number

Specifies the Bowker Syndetics Solutions account number that your library uses to display enriched content, such as book covers, into the Searching interface.

Enter the account number in the field, then choose Save.

Note: Bowker’s Syndetics Solutions should provide you with the account information that you need to manage content.

Note: Your Bowker Syndetics account number should apply to your library or organization. To enable Syndetics functionality for specific search profiles, enter the same Syndetics account number for each profile where you want to display enriched content.

Note: By default, if Bowker’s Syndetics Solutions takes longer than 10 seconds to display book covers, patrons using Internet Explorer to access Searching will see a red “X” symbol indicating that the book cover image cannot be found when they search for library items.

ChiliFresh Account

Specifies the account number for your library’s ChiliFresh account. Your ChiliFresh account number provides access to ChiliFresh reviews for your entire library or organization, but you must enable ChiliFresh functionality for each search profile where you want patron reviews to display.

To integrate ChiliFresh functionality, you must already have a ChiliFresh account for your library or organization. For information about obtaining a ChiliFresh account, visit http://www.chilifresh.com.

For more information on setting up ChiliFresh, see Integrating with ChiliFresh.

Note: Your ChiliFresh account number should apply to your library or organization. To enable ChiliFresh functionality for multiple search profiles, enter the same ChiliFresh account number for each profile where you want to display patron reviews.

Important: If you specify a ChiliFresh Account Number, you must also specify a ChiliFresh API Key.

ChilFresh API Key

Specifies the API Key for your library's ChiliFresh account.

To access your ChiliFresh API key, log in to your ChiliFresh account at http://www.chilifresh.com and go to Reviews > API > Generate API key.

For more information on setting up ChiliFresh, see Integrating with ChiliFresh.

Important: If you specify a ChiliFresh API Key, you must also specify a ChiliFresh Account Number.

BTLF ID

Specifies the API ID for your library's BTLF or Electre account. Your BTLF ID provides access to French language title covers for your entire library or organization, but you must enable BTLF functionality for each search profile where you want French-language book covers to display.

To integrate BTLF functionality, you must already have a BTLF account for your library or organization. For information about obtaining a BTLF account, visit http://www.btlf.ca.

Note: Your BTLF ID should apply to your library or organization. To enable BTLF functionality for specific search profiles, enter the same BTLF ID for each profile where you want to display enriched content.

BTLF Secret

Specifies the API secret for your library's BTLF or Electre account.

IP Range

Enter the starting and ending IP addresses to specify the range that you want to add. If you enter an invalid IP address in either field, the software displays an error message indicating that the IP address that you entered is invalid.

Note: The value that you enter in the first IP Range field must be less than or equal to the value that you enter for the second IP field in order to be considered a valid range.

Note: If you want to add a single IP address to the list of specified ranges, enter the same IP address in both of the IP fields.

Specified Ranges

Displays a list of the IP address ranges that have been defined for this search profile.

To add a range to the list, enter the IP address values in the IP Range fields, then choose Add. To remove a range from the list, select the range from the list, then choose Remove. The Remove option is only active if you select one or more IP ranges from the Specified Ranges list.

Note: Only ranges added to this field will be saved with this search profile. If you specify a value for the IP Start and IP End fields, but do not choose Add to add the range to the list of specified ranges, that range will not be saved with this profile.

Always redirect these addresses to this profile

Specifies that any IP addresses specified for this profile should always redirect to this profile. Normally, if users type a profile URL or click a link with a profile URL, the system will show that profile, even if their IP address is associated as a range with a different profile (see Fields: Add/Edit/Copy Profile). However, when the “Always redirect” option is selected for a profile, the system ignores the profile URL; workstations with IP addresses in the specified range can only see this profile.

Note: If this option is selected, and you try to use a workstation that has an IP address in the IP address specified for this search profile, then in Profiles you will be able to access only the search profile that is associated with the workstation IP address. For this reason, system administrators should not use a workstation with an IP address in the specified address range for this search profile.

Redirect to Home Page (and logout) after minutes

Specifies the number of minutes (from 0 to 14) before Portfolio logs out the patron from My Account (if logged in) and opens the profile's home page. Specifying 0 minutes turns this functionality off for the profile. Portfolio will display a warning message to the patron with the option to continue with the current session. The intent of this setting is to provide some security and privacy for a patron who leaves a library terminal while the results of the last search are still displayed and/or is still logged in to My Account.

If the patron has not logged in but has left the system on a page other than the Home page, Portfolio redirects the browser back to the Home page without displaying the warning message.

Note: This setting does not apply when patrons are logged in from mobile devices.

Enable Google reCAPTCHA

Specifies whether Enterprise should use Google reCAPTCHA for patron authentication. When this attribute is enabled, patrons are required to use reCAPTCHA as part of the login process. This includes the use of a CAPTCHA challenge if reCAPTCHA cannot verify that the patron is human via the reCAPTCHA checkbox.

Google reCAPTCHA Site Key

Specifies the site key Google requires to integrate Google reCAPTCHA into the Enterprise user interface.

You will need to obtain this site key from Google. To obtain a site key, visit https://www.google.com/recaptcha/admin and follow the requisite steps.

Note: This option only displays if the Enable Google reCAPTCHA attribute has been enabled.

Google reCAPTCHA Secret Key

Specifies the secret key Google requires to support Google reCAPTCHA functionality in Enterprise.

You will need to obtain this secret key from Google. To obtain a secret key, visit https://www.google.com/recaptcha/admin and follow the requisite steps.

Note: This option only displays if the Enable Google reCAPTCHA attribute has been enabled.

Authentication Required

Specifies whether patrons must log in to have access to the rooms in the profile. If turned on, the Home Room for each profile will be publicly available without requiring authentication, but patrons will need to log in before attempting to view other rooms in the profile. Portfolio displays a login page to patrons who follow a link to a room in a secure profile.

Important: Self-registration is not available on a profile that requires authentication. If you want to enable self-registration on a profile, you must disable the Authentication Required option. For more information, see Setting up a self-registration page.

Update patron activity on login

Specifies whether the Patron Last Activity Date is also updated when a patron logs in.

Username Field Label

Specifies the name to use as the label for the username field. If you leave the Username Field Label blank, Portfolio will display the default label, “Username”, for the field.

Show Password Field

Indicates whether a password field is displayed to the patron for login.

Note: If authentication is required and the password field is hidden, only accounts that have a blank password can log in to the profile. For more information, see Setting up single-credential logins.

Password Field Label

Specifies the name to use as the label for the password field. If you leave the Password Field Label blank, Portfolio will display the default label, “Password”, for the field.

Authentication Servers

Lists the authentication servers assigned to the search profile.

Important: If the Web Services attribute of your ILS Search Source Site does not match the Web Services attribute of at least one of the authentication servers assigned to the profile, all items will display as "unavailable" and patrons will see an error when placing a hold.

To add or remove servers from the list, use the following options and fields:

Option	Description
Add Authentication Server	Adds an authentication server to the profile. Important: When setup involves more than one authentication server for a single profile, remember that only CAS auth servers are supported. Mixing CAS and Non-CAS auth servers in a single profile generates errors.
Authentication Server	Specifies the authentication server you want to assign to the profile. You need to add an authentication server to Enterprise before it will display in the drop-down list. For more information, see Managing patron authentication. Note: When you select a Web Services for Symphony authentication server, that server is added to the list of authentication servers that you can configure pickup locations for on this profile. In order for a customer to place a hold in SirsiDynix Symphony, pickup locations must first be configured. For more information, see Managing pickup libraries.
HIP Profile	Specifies the name of the HIP profile (up to 80 characters) by which you want to limit searching. You only need to enter a value for this field if you select a Web Services for Horizon authentication server.
Working Library	Specifies the library to which you want to authenticate. You only need to enter a value for this field if you select a Web Services for Horizon authentication server. Note: The Working Library is used to retrieve pickup libraries from the Horizon Pickup Location Sort table configuration. The Enterprise Profile Pickup Libraries page of the Enterprise Admin console further filters the list of pickup locations shown to patrons. It is also used for Horizon hold requests and checkout renewals. This means that having the correct library configured is important for the fulfillment of those requests.
Delete	Removes that authentication server from the profile.

Google Analytics Account Number

Google Analytics Account can be used to track how patrons with specific search profiles use the Portfolio pages and content. You can then access Google Analytics to set up various metrics to determine how useful an Portfolio page and/or content is for each type of patron, and make modifications to the delivered content based on usage statistics.

Note: To use Google Analytics for Portfolio usage statistics, you must have a Google Analytics account for your library or organization. Only one account number is needed for a library or organization; however, the same account number must be specified in the Account Number field of every search profile for which content and Web page usage is to be tracked.

For information about obtaining a Google Analytics account and setting up reports to present the usage statistics you want, visit “http://www.google.com/analytics/index.html.”

The account number specifies the Google Analytics account that your library uses to collect and manage usage information on how patrons with this search profile visit and use Portfolio pages and content. When the Google Analytics account number is specified for the search profile, Portfolio sends HTTP request information each time a patron with this search profile visits an Portfolio page and/or room. The HTTP request information includes the IP address of the machine the patron is using, and the URL by which the patron accesses the Web pages or room content.

Note: Portfolio does not send patron-specific information stored in the library system to Google Analytics; therefore, Google Analytics cannot compute statistics based on personal patron information (such as patron IDs or mailing addresses).

Accessibility Mode

Specifies the default behavior for the Searching interface for the profile. When accessibility mode is enabled, the Searching interface is modified to adhere to WCAG 2.1 standards. These changes to the interface make it easier to navigate without a mouse. For example, item detail displays open on a new page instead of in a separate window, and the Select an Action menu in the search results and item detail display opens in a default drop-down list. In addition, shortcut links are included at the top and bottom of each page to allow quick access to content, search, and other page elements depending on which page is open. Select one of the following options:

Option	Description
Always Enabled	Opens the profile in accessibility mode for all patrons, and patrons can't switch to the normal mode. There is no Accessibility Mode icon () or text link to toggle the feature off.
Disabled by default	Opens the profile in normal mode for all patrons, but patrons can still switch to accessibility mode by clicking the Accessibility Mode icon () or text link.
Enabled by default	Opens the profile in accessibility mode for all patrons, but patrons can still switch to normal mode by clicking the Accessibility Mode icon () or text link.

Accessibility Mode link is an icon

Specifies whether the Accessibility Mode link displays as the icon () or as a text string (Accessibility Mode). The icon displays when this option is selected.

Email "from" address

Specifies the return email address used whenever a patron emails results or lists from Portfolio. The email address is profile-wide (meaning that it will be used for all patron emails that are posted from within that profile; other profiles can have a different email address) and cannot be changed by the patron when sending the email.

Note: If the field is left blank, or the name or address that you enter doesn't resolve as a validly formatted email address, Portfolio will use the address "no-reply@sirsidynix.com" or whatever address is entered in the "email.SMTP.from" value in the "email-server.properties" file (to make changes to this file, you must contact SirsiDynix Customer Support).

If you enter the name without the domain (such as "bill"), Portfolio will use the SirsiDynix domain as the address (such as "bill@sirsidynix.com).

Mobile Pages

Specifies if and when Portfolio adjusts its page content for display on mobile devices. Select from the following options:

Option	Description
Always Enabled	Portfolio only presents mobile pages, regardless of device used or accessibility settings.
Disabled	Portfolio only presents desktop pages, regardless of device used.
Enabled for mobile devices only	Portfolio presents mobile pages to mobile devices, and desktop pages to all other devices. Note:  This functionality relies on mobile devices sending a mobile header as part of the web page request. Most mobile browsers send device-appropriate headers, but they can be configured to use standard headers instead. This means some mobile devices may still be presented with desktop pages, even with this setting enabled.
Enabled for mobile devices or accessibility mode	Portfolio presents mobile pages to mobile devices, or to all devices when accessibility mode is enabled.
Enabled only in accessibility mode	Portfolio presents mobile pages only when accessibility mode is enabled, regardless of device used.