1. South Dakota Library Network MetaLib Management Basics Customizing QuickSets South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD 57799 www.sdln.net © South Dakota Library Network, 2012 ©Ex Libris (USA), 2011 Modified for SDLN Version 4.x

2. Customizing QuickSets Management Interface /M 2 Click on either link to Manage QuickSets

3. Customizing QuickSets Introduction 3 You can view and manage QuickSets via the following pages on the Management Interface (/M): List of QuickSets page Manage QuickSets page If you prefer, you can add QuickSets to default profiles via the User Interface (/V).

4. Customizing QuickSets List of QuickSets page 4 Click M to go to Manage QuickSets page

5. Customizing QuickSets Manage QuickSets page 5

6. Customizing QuickSets Create a new set 6 Click Create a New Set

7. Customizing QuickSets Create a new set 7 Create New Set dialog box appears Enter the name of the new QuickSet Enter a description (optional) Click OK to add the new QuickSet

8. Customizing QuickSets Changing the display order of the quicksets 8 Click the Order Sets link on the List of QuickSets page to display the Order Sets dialog box

9. Customizing QuickSets Changing the display order of the quicksets 9 Use the following actions to set the order of the items in the list: alphabetically sort the entire list in ascending order move the selected QuickSet to the top of the list move the selected QuickSet up one position move the selected QuickSet down one position move the selected QuickSet to the bottom of the list Click OK to save your changes.

10. Customizing QuickSets Editing a quickset 10 Click E to go to Update Set dialog box

11. Customizing QuickSets Editing a quickset 11 Update the Name and/or Description fields. Click OK to update the QuickSet.

12. Customizing QuickSets Deleting a quickset 12 Click D to go to Delete Set dialog box

13. Customizing QuickSets Deleting a quickset 13 Click OK to delete the QuickSet

14. Customizing QuickSets Copying a quickset 14 Click C to go to Copy Set dialog box

15. Customizing QuickSets Copying a quickset 15 Select a portal from the Target Portal drop ‐ down list Select a default profile from the Target Default Profile drop ‐ down list Enter the name of the new QuickSet in the Target Set Name field Click OK to copy the QuickSet to the specified target

16. Customizing QuickSets Assigning Resources to quicksets 16 In addition to viewing a QuickSet’s resources, the Manage QuickSets page allows administrators to assign resources to QuickSets, using the following methods: Add resources directly from the Results List dialog box Add resources from the clipboard

17. Customizing QuickSets Assigning Resources to quicksets 17 Click M to go to Manage QuickSets page

18. Customizing QuickSets Assigning Resources to quicksets 18

19. Customizing QuickSets Assigning Resources to quicksets 19 Select a quickset to work on: Click Find A Resource

20. Customizing QuickSets Assigning Resources to quicksets 20 Enter search criteria and click Go

21. Customizing QuickSets Assigning Resources from Add to Set 21 Select the check boxes next to the resources that you want to add to the QuickSet. If you want to add all of them, click Select All. Click Add to Set to add the items to the list.

22. Customizing QuickSets Assigning Resources from Add to Set 22 Selected resources on now in the set

23. Customizing QuickSets Assigning Resources from the Clipboard 23 Select the check boxes next to the resources that you want to add to the QuickSet. If you want to add all of them, click Select All. Click Add to clipboard to add the items to the list.

24. Customizing QuickSets Assigning Resources from the Clipboard 24 Resources are added to the clipboard, To add them to the set, click

25. Customizing QuickSets Using the Database List 25 From this page you can perform the following operations on QuickSets: Change the display order of QuickSets Create a new QuickSet Copy a QuickSet and its resources to a new QuickSet Update a QuickSet by changing its name or description Delete the QuickSet In addition, you can perform the following operations on the current QuickSet’s resources: Change the display order of a QuickSet’s resources Copy a resource to the clipboard Remove a resource from the QuickSet Display information about the resource

26. Customizing QuickSets Operations on QuickSets 26 Change the display order of QuickSets

27. Customizing QuickSets Operations on Quicksets 27 Use the following actions to set the order of the items in the list: alphabetically sort the entire list in ascending order move the selected QuickSet to the top of the list move the selected QuickSet up one position move the selected QuickSet down one position move the selected QuickSet to the bottom of the list Click OK to save your changes.

28. Customizing QuickSets Operations on Quicksets 28 Click to to display the Create New Set dialog box Enter the name of the new QuickSet Enter a description (optional) Click OK to add the new QuickSet

29. Customizing QuickSets Operations on Quicksets 29 Copy a QuickSet and its resources to a new QuickSet Click the link from the Database List section Enter the name of the new QuickSet in the Set Name field Click OK to copy the QuickSet to the specified target

30. Customizing QuickSets Operations on QuickSets 30 Update a QuickSet by changing its name or description Click from the Database List section Update the Name and/or Description fields. Click OK to update the QuickSet.

31. Customizing QuickSets Operations on QuickSets 31 Delete the QuickSet Click the link from the Database List section Click OK to delete the QuickSet

32. Customizing QuickSets Operations on QuickSet resources 32 Change the display order of a QuickSet’s resources

33. Customizing QuickSets Operations on Quickset resources 33 Use the following actions to set the order of the items in the list: alphabetically sort the entire list in ascending order move the selected resource to the top of the list move the selected resource up one position move the selected resource down one position move the selected resource to the bottom of the list Click OK to save your changes.

34. Customizing QuickSets Operations on QuickSet resources 34 Copy a resource to the clipboard Click next to the resource that you want to copy from the Database List section

35. Customizing QuickSets Operations on QuickSet resources 35 Remove a resource from the QuickSet Click next to the resource that you want to remove from the quickset

36. Customizing QuickSets Operations on QuickSet resources 36 Display information about the resource Click next to the resource that you want to display information about

37. Customizing QuickSets Using the Clipboard 37 You can perform the following operations on the resources that you place on the clipboard: Add a resource to the QuickSet’s database list Remove a resource from clipboard Display information about a resource Save all of the resources on the clipboard to a new QuickSet Remove all of the resources from the clipboard

38. Customizing QuickSets Using the Clipboard 38