Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    360 Link: Administration Console -- Public Notes

    • Product: 360 Link

    How do I configure the public-notes options in the 360 Link Administration Console?

    This page is part of a larger set of documentation about using the Administration Console to configure your 360 Link service.

    Libraries using the legacy 360 Link interface should jump here. If you are not sure if your library uses the legacy or the improved interface with Index-Enhanced Direct Linking, check your 360 Link Administration Console settings.

    Public Notes in 360 Link with Index-Enhanced Direct Linking (IEDL)

    You use the Public Notes page in the Administration Console to configure the display of public notes in 360 Link results. Public notes and location notes, as entered in your library's Intota or Client Center profile, will appear on 360 Link's Sidebar Helper frame. (See Public Notes and Location Notes for instructions on adding these notes to Intota or the Client Center.)

    Sidebar Helper frame showing where a Public Note displays:
    Public Note display in Sidebar


    The Public Notes page in the 360 Link Administration Console:
    360 Link Admin Console - Public Notes
    To start, click Edit in the upper-right corner. After you click Save, changes will not be visible to your 360 Link patrons until after the daily profile-data refresh. While pending changes in the administration console are typically visible by clicking the Preview button, technical limitations with Public Notes do not make it possible to preview changes.


    Note that your library needs to choose to display Resource-specific Public Notes rather than the General Public Notes option that is also displayed on the administration console page (General Public Notes display only in legacy 360 Link). Public Notes in the 360 Link Sidebar Helper frame display as shown in the screenshot at the top of this article.

    The Resource-specific Public Note that displays will be a public note at the holding level, a location note at the holding level, and a public note at the title level. If your Intota or Client Center profile does not have have a public note in any of those levels, our system will look for database public notes and provider public notes, as described in the Public Notes FAQ.

    Selecting the Include radio button for Resource-Specific Public Notes is all you need to do; the rest of the options pertain to General Public Notes that can display in legacy 360 Link but not the improved 360 Link with Index-Enhanced Direct Linking.

     

     


     

     

    Public Notes in legacy 360 Link

    You use the Public Notes page in the Administration Console to configure the display of public notes in 360 Link results. Public, title and location notes as entered in the Client Center will appear on patrons' 360 Link results pages if you include the Public Notes setting. If a public note is not available in the Client Center for a particular resource, no notes will be included with that resource where it appears in 360 Link results. (See the Client Center User Guide for instructions on adding public notes to resources.)
    360 Link Admin Console - Public Notes
    To start, click Edit in the upper-right corner. After you make changes, click Save, or click Cancel to discard your changes.
    Changes to the display of public notes will not be visible until the next day, after the daily profile-data refresh. (Due to technical limitations, pending changes to public notes are not even visible when you click the Preview button. )

    First, you need to decide whether you want patrons to be able to see public notes associated with their 360 Link results. You have two choices for how public notes will display:
    • If you set Resource-specific Public Notes to Include, certain public notes associated with that 360 Link result will display on the results page, right after the resource name. For instance, in the following example, "Title is located off-site..." is a Resource-specific Public Note for the Bethel University Microfilm collection:
       
      360 Link Results with Pubilc Notes
    • If you set General Public Notes to Include, a note will appear at the end of the list of results. (The default text for this note is "Click here for available resource notes"; in the above example, the library has changed the text to "Click here for access notes.") If you click those words, a new window appears with all the public notes associated with that resource:
       
      360 Link Public Note
    • You can choose to include both the Resource-specific Public Notes and the General Public Notes, but we recommend you choose one or the other.
    If you choose to display the Resource-specific Public Notes, the only notes that display will be a public note at the holding level, a location note at the holding level, and a public note at the title level. However, if there is no public note in any of those levels, our system will look for database public notes and provider public notes, as described in the Public Notes FAQ. Also, you do not need to customize any of the remaining items on this page of the Administration Console (for example, the Public Notes Pop-up Hyperlink), because they are not used.
    However, if you choose to display the General Public Notes, you can customize the remaining items on this page. To change the hyperlinked text that indicates to the patron there is a public note associated with the search result, edit the Public Notes Pop-up Hyperlink. Click the View/Edit link to go to the appropriate label/note on the Custom Text page.
    HTML coding is allowed in these text fields, such as to bold or italicize your text. However, you can't have certain words be the hyperlink (for example, "Click here for available resource notes"); instead, the hyperlink will always be the whole phrase you put in that text field.
    You can then customize the rest of the default text using the other fields here in the Public Notes page. For instance, Public Notes Html Title is the title of the whole pop-up window (in this example, "Public Notes"). Public Notes Left Navigation Header is the title in the upper left corner of the web page ("Resources With Notes").
    The rest of the fields are self-explanatory.


    • Date Created: 9-Feb-2014
    • Last Edited Date: 21-Feb-2014
    • Old Article Number: 7226