Web Client - Configure Columns


About

All data lists in the client can be configured to display the data columns you need, in the order you prefer.

Out of the box, most lists include columns that do not provide useful data and take up critical space. PLS recomends that libraries review the different functions and lists, and their own workflows, to determine the most useful set of columns. All workstations should be updated to share the same column configurations as soon as possible after setting the web client profile and workstation. Always be sure to save any column configurations you wish to keep.

For special projects or specific information needs, column configuration can be changed but not saved so the display only lasts as long as the tab open.

Column Picker

The data fields available in the column picker change according to the data being displayed - for example: patron Bills will display data fields for bills, payments, circulation, and copy record, where patron Items Out will display data fields for copy record, title record, and circulation.

Select display columns

  1. From the list, click the single arrow button next to the list navigation buttons
  2. Click on a column name to select (green check box) or de-select (orange x box) options
  3. The column configuration drop down will close, you will need to repeat steps one and two until all desired columns have been added
  4. If you want to keep the columns permanently, open the column configuration list again and click Save Columns

WebClient_Configuration_ColumnPicker.png

List Options

List Options are standard for all lists.

Configure Columns

The Configure Columns functions allows staff to change column width, column order, and sorting rank.

  • Expand/Shrink - the extent to which columns can be expanded depends upon the number of columns selected. The more columns displayed, the less room each one has. Shrink columns that either have short data - such as library codes, or have data that is not necessary to display fully - such as the time part of a date, in order to give as much room as possible for longer more important fields - such as title. Click the expand or shrink arrows until the desired width is achieved. Expanding or shrinking columns will cause other column widths to adjust to compensate.
  • Left/Right - click the arrows to move the column. Keep clicking until the column is in the desired position.
  • Far Left/Far Right - click the arrows to move the column to the first position on the left or last position on the right.
  • Sort - these values change the column sort order
    • 0 = no sorting has been applied
    • 1 = ascending sort
    • -1 = descending sort

WebClient_Configuration_ColumnConfiguration.png

Save Columns

In order for column configuration changes to be permenent (persist after the screen is closed or refreshed) the columns must be saved. If you are only temporarily changing the columns for a one-off project, do not save the columns. When the screen is closed or refreshed the list will revert to its last saved sonfiguration.

Reset Columns

Reset Columns will revert the list to the default, out-of-the-box Evergreen configuration, NOT the last saved configuration.

Download Full CSV

Download Full CSV will copy the entire list, exactly as it appears on the screen, and open it in a CSV (comma separated value) spreadsheet file. Depending on your software packages, this file will open in Excel or other spreadsheet program. In Excel, you will want to save the file as a .XLSX file to have all Excel functionality.

Print Full Grid

Print Full Grid will send the entire list, exactly as it appears on the screen, to your default printer.

Column Order

The default selection and arrangement of columns is not always optimized for an efficient workflow. Once you have selected necessary columns, click and drag the column headers to new positions:

When the column selection and order is set, click Save Columns.

Suggested column configurations

EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r5 - 19 Mar 2019 - 13:47:50 - LindsayStratton
 

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