Fields: Cascade Profile Settings
Path: Profiles > Cascade Profile Settings
Cascade Profile Settings lets you copy selected settings from one profile to one or more selected profiles. The profile settings include options from Edit Profile along with options found in the Configuration categories. When Portfolio copies the settings, it overwrites the values in the selected profiles with the values from the selected settings. For example, if the originating profile has My Lists functionality enabled, when you cascade that setting to selected profiles, that setting overwrites the existing setting in those profiles.
The settings in the selected profiles will be overwritten by the selected settings from the originating profile. This process cannot be undone. If a value was copied inadvertently, you will need to access each profile that it was copied to in order to restore the values.
Cascade Profile Settings does not create a permanent link between the profiles. Any subsequent changes made to settings in the originating profile or target profiles are not propagated to the other profiles.
Cascade settings from the profile
Indicates from which profile the settings will be copied.
Profiles
The profiles lists let you select which of the profiles in your system you want copy the settings to. You can select as many profile as you need.
Available
Displays a list of all the available profiles on the system. Settings are not copied to profiles in the Available list.
You can select or multiselect one or more profiles and then click Select, or you can double-click individual profiles to move them to the Selected list.
Selected
Displays a list of profiles to which settings will be copied. Setting in these profiles will be overwritten by the settings in the originating profile.
You can select or multiselect one or more profiles and then click Remove, or you can double-click individual profiles to move them to the Available list. Select a single profile and use the arrow buttons to move it to or from the Selected list.
To add or remove profiles in the list, choose the profile and then use these buttons:
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Select
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Moves the selected profile from the Available list to the Selected list.
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Remove
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Removes the profile from the Selected list and returns it to the Available list.
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Note: These buttons are context-sensitive based on which profile(s) you choose. For example, if you select a profile from the Available list, the Remove option is disabled because that command is not available for available profiles. If you select a profile from the Selected list, the Remove option is enabled because that command is available for selected profiles.
Settings
The settings you select will be copied from the originating profile to each of the profiles you selected.
Available
Displays a list of all the available profile settings. The settings are grouped under headings that correspond to the Edit Profile page and the profile Configuration categories.
The settings that can be copied are listed below:
Custom Page Elements
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Custom JavaScript Location |
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Old Header, Footer, and Navigation |
Display Selection
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Preferred Shelf Number Library |
eLibrary Pickup Library Integration
Enriched Content Options
My Account Options
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Allow Patrons to Modify Contact Information |
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Allow Renewal of Checkouts |
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Checkout History Enabled |
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Credit Web Service Configuration |
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Display Digital Content |
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Display Patron Contact Information |
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Display "Requests" Tab on My Account |
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Editing Pickup Library Enabled |
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Pay All Fines in One Transaction |
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Payment History Enabled |
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Ready For Pickup Cancelable |
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Ready For Pickup Editable |
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Record Checkout History Enabled |
My List Options
Other
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"Forgot my PIN" email file |
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"Forgot my PIN" enabled |
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"Forgot my PIN" link text |
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Advanced Search Configuration |
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Allow Custom Email Subject |
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Google Analytics Account |
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Place Item-Level Holds Enabled |
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Terms And Conditions Enabled |
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Terms And Conditions Text |
Search Limit Options
Search Options
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Available For Open Search |
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Display Due Date In Details |
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Pub Date Facet As Range |
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Show Available From Additional |
Search Suggestion Options
Search Target Options
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Available Search Targets |
Security Options
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Authentication Required |
You can select or multiselect one or more settings and then click Select, or you can double-click individual settings to move them to the Selected list.
Selected
Displays a list of settings that will be copied to (and overwrite the settings in) the selected profiles.
You can select or multiselect one or more settings and then click Remove, or you can double-click individual settings to move them to the Available list. Select a single setting and use the arrow buttons to move it to or from the Selected list.
To add or remove settings in the list, choose the setting and then use these buttons:
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Select
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Moves the selected setting from the Available list to the Selected list.
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Remove
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Removes the setting from the Selected list and returns it to the Available list.
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Note: These buttons are context-sensitive based on which setting(s) you choose. For example, if you select a setting from the Available list, the Remove option is disabled because that command is not available for available setting. If you select a setting from the Selected list, the Remove option is enabled because that command is available for selected setting.
Related topics
Copying profile settings to other profiles
Copying a search profile
Fields: Add/Edit/Copy Profile
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