Fields: Edit Data Provider

Specifies the settings that let BLUEcloud Mobile access and interact with BLUEcloud Central.

How to get here in the BLUEcloud Mobile Administrative interface

Mobile Apps > Edit Data Provider

Name

Indicates the name of the data provider as it appears in the Data Provider drop-down list on the Edit Mobile App page. You cannot edit the name.

BLUEcloud Instance

Indicates the URL to the BLUEcloud Central system.

Customer Key

Indicates The SirsiDynix Customer Key for the library.

Institution ID

Indicates the ID of the root institution as recorded in BLUEcloud Central.

ILS Connection Information

Field	Definition
ILS Client ID	Indicates the Web Services client ID that the app server should use to communicate with the Web Services instance on the ILS server. The entry here must be set up as a Web Services client ID in your Web Services instance for the app to function.
Originating App ID	Indicates the code that used by BLUEcloud Mobile to connect to BLUEcloud Central.
Search Profile	Specifies the BLUEcloud Search profile you want to use for all searches in the mobile app.
Preferred Content Source	Specifies the provider of the extra content to use for book covers and other enhanced content. You can choose from these content providers: ACE Policy Syndetics BDS Content Cafe Only one provider can be used in the app at a time. When you have selected Content Source, a field appears where you enter the code or ID for authorizing the service.
Hold Range	Specifies the breadth of the holds placed from the mobile app. You have these options: Library—holds can be made only for items within the library. Group—holds can be made for all items within the libraries belonging to the same group, as defined in the ILS. System—holds can be made for all items within the consortium, as defined in the ILS. Important: This option applies only to Symphony systems. It is not available in Horizon systems.
ACE Policy	Specifies the policy to use for Syndetics content.
Syndetics ID	Specifies the code the mobile app uses to connect to the Syndetics system.
BDS ID	Specifies the code the mobile app uses to connect to the BDS metadata provider.
Content Cafe Auth	Specifies the code the mobile app uses to connect to the Content Cafe system.

Pickup Locations

Specifies the means by which the app determines which libraries to include as places where a patron can pick up an item that has been placed on hold.

Field	Definition
Source	Specifies where the list of libraries comes from. BLUEcloud Institutions—Includes all of the institutions under the root institution in BLUEcloud. ILS—Calculates the list of libraries based on the list of possible pickup libraries and the rules defined in your ILS. This option may take slightly longer as the ILS needs to calculate the results. You should test the calculation time on a device to determine if this method works best for your patrons.
Location list	Specifies the possible locations where a patron can retrieve an item, either as an exclusionary or inclusive list of locations. You have these options: All except—Specifies to exclude the location IDs listed in the field. This is helpful when you want to include most of the locations in your system. If you select All except and then leave the field blank, all locations are included in the pickup locations list. Only include—Specifies to include the locations listed in the field. This is helpful when you want to include a few of the locations in your system. If you select Only include and leave the field blank, no locations are included in the pickup locations list. Location entry field—Each entry is a Location ID (from the Library Policy in Symphony or the Location in Horizon). Separate each Location ID in the list by a comma (for example, "NORTH, MAIN, EAST"). The list applies to the selected source (either BLUEcloud Institutions or ILS) and is either inclusive or exclusive, as described above.

Field

Definition

Source

Specifies where the list of libraries comes from.

BLUEcloud Institutions—Includes all of the institutions under the root institution in BLUEcloud.
ILS—Calculates the list of libraries based on the list of possible pickup libraries and the rules defined in your ILS. This option may take slightly longer as the ILS needs to calculate the results. You should test the calculation time on a device to determine if this method works best for your patrons.

Location list

Specifies the possible locations where a patron can retrieve an item, either as an exclusionary or inclusive list of locations. You have these options:

All except—Specifies to exclude the location IDs listed in the field. This is helpful when you want to include most of the locations in your system. If you select All except and then leave the field blank, all locations are included in the pickup locations list.
Only include—Specifies to include the locations listed in the field. This is helpful when you want to include a few of the locations in your system. If you select Only include and leave the field blank, no locations are included in the pickup locations list.
Location entry field—Each entry is a Location ID (from the Library Policy in Symphony or the Location in Horizon). Separate each Location ID in the list by a comma (for example, "NORTH, MAIN, EAST"). The list applies to the selected source (either BLUEcloud Institutions or ILS) and is either inclusive or exclusive, as described above.

ERC

Field	Definition
Format Order	Specifies the eResource Central formats used by the library and the order in which to display their download buttons in the app. Type the formats, separated by commas, for the vendors the library uses in the order you want them to appear (for example, "EPUB, HTML, PDF").

Features

Field	Definition
Card Scan	Specifies whether to enable library barcode scanning from within the mobile app. When the Card Scan is enabled, you can then specify the barcode symbology type your library uses.
User Barcode Symbology	Specifies which format to use to decode the library card barcode.

Display

Specifies what item details to include or leave out of the search results list. You have these options:

Option	Definition
Formats	Specifies that the item format is displayed on the search results list.
Thumbnails	Specifies that the book jacket/cover art is displayed on the search results list.
MARC Record	Specifies that the MARC record is displayed in the item details for the item.
Filter item list by Search Profile	Filters the copies in the Copy/Holdings list of the Title Details page to match the Enforced Search Limit of the active Search Profile.

Account

Specifies the which account options you want enabled for the patron from within the mobile app. You have these options:

Option	Definition
View Reservations/Holds	Allows patrons to view the items that they have placed on hold. In conjunction with Place Reservations/Holds, this option lets your library restrict patrons from placing items on hold through the app while letting them view which items they have already placed on hold or that a librarian has placed on hold for them.
Renewals Allowed	Allows libraries to turn off the Renew button in the app.
Place Reservations/Holds	Allows patrons to place items on hold through the mobile app. When Place Reservations/Hold is enabled, you have the following options: Hold Sort Order—Specifies the order in which titles are listed in the app. Enter the hold statuses (as they appear in your ILS) separated by commas in the order you want them to appear in the app. Require Volume Selection—Specifies that patrons must select a specific volume for the hold; when not enabled, patrons can select to have the hold placed on an item from any volume. Show 'Mail This to Me' option—Specifies that options for patrons to select to have the item mailed to them appears in the Pickup Library list. Important: This option is available only to libraries using SirsiDynix Symphony. Use WorkFlows to Set up the Books by Mail settings in these policies: Mail Service, Mail Rule, Shipping Cost, Hold Range, and Library. For more information, search for "Books by Mail" in the WorkFlows Help.
Charges/Fines	Allows patrons to view fines charged against their account. When Charges/Fines is enabled, you have these options: BLUEcloud Commerce Payments—Lets patrons make payments online through BLUEcloud Commerce. Commerce Policy—Specifies which BLUEcloud Commerce policy in BLUEcloud Central to use to manage payments through BLUEcloud Mobile.
Suspend Reservations/Holds	Allows patrons to temporarily remove their request from the queue for a reservation or hold and enable it at a later date through the mobile app.
Renew Loans/Checkouts	Specifies that patrons can renew checked out items through the app. If this option is not selected, the Renew button does not appear in the app. Bypass Renewal Charges—When this option is selected, warnings do not open when a user renews an item when a fee is applied. When this is not selected, the app prompts the patron to acknowledge that a fee applies to the renewal. By default, the renewal prompt is active.
Change Reservations/Holds	Allows patrons to change the status of items on hold through the mobile app. When Place Reservations/Holds is selected, patrons can change the status of an item that they have on hold. However, you have the option to restrict users from changing from one or more specified statuses: Disallow Hold Changes—Specifies the item hold statuses from which patrons cannot change the status. To specify the status, type the hold status name used in your Library System into the field. To include other statuses, type a comma followed by a different hold status. On Order Classification—(Symphony only) Specifies the convention that your library uses to designate that title that is on order can be placed on hold even if no items are currently attached to the title. Typically, Symphony uses the convention "ON ORDER"; however, if your library uses a different convention, type the classification from Symphony. Note: If the On Order Classification field is left blank, does not include text that corresponds to a classification in Symphony, or the classification is misspelled, the Place Hold button does not appear in the BLUEcloud Mobile app for on order titles.
Cancel Reservations/Holds	Allows patrons to permanently remove their request from the queue for a reservation of hold through the mobile app. Disallow Hold Cancel—Specifies the item hold statuses from which patrons cannot cancel the hold. To specify the status, type the hold status name used in your Library System into the field. To include other statuses, type a comma followed by a different hold status.
Show Checkout History	Allows patrons to view a list of the items that they have previously checked out and returned. History Sort Order—Specifies how the items in the Checkout History on the app are sorted.
Show Hold Position	Lets you hide the queue position for titles on hold in the app. This is helpful for libraries that use dynamic hold positioning in Symphony.
Process Actions Sequentially	Specifies that checkout renewals and hold actions (change pickup, suspend, resume, cancel) are processed one by one rather than simultaneously. This can reduce the possibility of a "records are currently in use" error occurring.
Bypass Digital Reservations/Holds	Lets you hide eResource Central items that are on hold from patrons using the app.
Bypass Digital Checkouts	Lets you hide eResource Central items that are currently checked out from patrons using the app.

Authentication

Specifies whether the login credentials can be stored in the mobile app. You have these options:

Field	Definition
Direct Login	Lets patrons log using the account set up by the library. If your library is not using Federated Login, this is the only login option available to patrons. When Federated is selected, they have the option to log in directly to their library account or through a Single Sign-On (SSO) account. When you select Direct Login, you have these options: Credential Storage—You can have the mobile app store the credentials automatically, prompt to save the credentials, or prevent the mobile app from saving the credentials. Username Format—Specifies whether the user ID credential is composed of strictly numbers or a combination of numbers, letters, and symbols. You have the following options: Numeric—Accepts only numbers for authentication, such as for a barcode. The iOS mobile app displays a 10-key pad for input. The Android mobile app displays the default keyboard. Alphanumeric—Accepts all of the characters allowed by the ILS. The mobile app displays the default keyboard. Linked Accounts—Specifies how to handle linked accounts. When Retain after last primary logout is selected, the app logs in all linked accounts when the primary account holder logs in. If the system cannot log a linked account in, it opens an error message in the app. When Retain after last primary logout is not selected, the primary account holder needs to log in any linked account after logging in. Password Format—Specifies whether the masked credential uses a PIN, password, or neither to authenticate. You have these options: PIN—Accepts only numbers for authentication. The iOS mobile app displays a 10-key pad for input. The Android mobile app displays the default keyboard. Password—Accepts all of the characters allowed by the ILS. The mobile app displays the default keyboard. None—The mobile app requires only the user ID or barcode for authentication. Username Processing—Specifies which characters to remove from the username as part of the authentication process. You have these options: Drop 1st character Drop 1st and second characters NEC 16 drop Barcode—Specifies how to process a patron barcode when it is scanned for authentication. You have these options: Full—Uses the entire barcode string. Trimmed—Removes extraneous characters as configured in the ILS.
Federated Login	Lets patrons log in using a Single Sign-On (SSO) account. If your library is not using Direct Login, the app lists only the SSO accounts that you define. When Direct Login is also selected, the app also lists the login that is specific to the library. You have these options: Option 1-5 Label—You can use these fields to specify the label for up to five specific SSO accounts. The labels are presented as login options in the app. Auth URL—The address that links to the SSO authentication server.

Field

Definition

Direct Login

Lets patrons log using the account set up by the library. If your library is not using Federated Login, this is the only login option available to patrons. When Federated is selected, they have the option to log in directly to their library account or through a Single Sign-On (SSO) account.

When you select Direct Login, you have these options:

Credential Storage—You can have the mobile app store the credentials automatically, prompt to save the credentials, or prevent the mobile app from saving the credentials.
Username Format—Specifies whether the user ID credential is composed of strictly numbers or a combination of numbers, letters, and symbols. You have the following options:
- Numeric—Accepts only numbers for authentication, such as for a barcode. The iOS mobile app displays a 10-key pad for input. The Android mobile app displays the default keyboard.
- Alphanumeric—Accepts all of the characters allowed by the ILS. The mobile app displays the default keyboard.
Linked Accounts—Specifies how to handle linked accounts.

When Retain after last primary logout is selected, the app logs in all linked accounts when the primary account holder logs in. If the system cannot log a linked account in, it opens an error message in the app.

When Retain after last primary logout is not selected, the primary account holder needs to log in any linked account after logging in.
Password Format—Specifies whether the masked credential uses a PIN, password, or neither to authenticate. You have these options:
- PIN—Accepts only numbers for authentication. The iOS mobile app displays a 10-key pad for input. The Android mobile app displays the default keyboard.
- Password—Accepts all of the characters allowed by the ILS. The mobile app displays the default keyboard.
- None—The mobile app requires only the user ID or barcode for authentication.
Username Processing—Specifies which characters to remove from the username as part of the authentication process. You have these options:
- Drop 1st character
- Drop 1st and second characters
- NEC 16 drop
Barcode—Specifies how to process a patron barcode when it is scanned for authentication. You have these options:
- Full—Uses the entire barcode string.
- Trimmed—Removes extraneous characters as configured in the ILS.

Federated Login

Lets patrons log in using a Single Sign-On (SSO) account. If your library is not using Direct Login, the app lists only the SSO accounts that you define. When Direct Login is also selected, the app also lists the login that is specific to the library.

You have these options:

Option 1-5 Label—You can use these fields to specify the label for up to five specific SSO accounts. The labels are presented as login options in the app.
Auth URL—The address that links to the SSO authentication server.

Circulation

Specifies options that determine how certain aspects of circulation are handled by the app.

Option	Definition
Self Service	Specifies whether patrons can use the app to check out items in the library by scanning the item's barcode or RFID tag. Note: Barcode self-checkout can be enabled for any library. Barcode self-checkin and RFID self-check must be enabled through SirsiDynix Customer Support. Note: Self-service currently supports only SIP2. For information about configuring SIP2 for your system, see Setting up SIP2 in Horizon or Setting up SIP2 in Symphony. Support for Web Services is currently in pilot testing.
SIP2 Server IP	Specifies the Internet protocol address of the SIP2 server.
SIP2 Port	Specifies the port number of the SIP2 server. Set this to "0" if you are using location-specific ports. For information about setting up location-specific ports, see "SIP2 Port" in Fields: Edit Channel: Circulation. This port is used as the general port for all Self-Service transactions. All transactions for Self-Services are reported under this port. If you want locations to have individual ports, see Fields: Edit Channel: Circulation. Note: If your ILS is locally hosted, you may need to open the firewall to give access to the BLUEcloud Mobile server. For more information about what IP addresses to whitelist, see Whitelisting IP addresses.
SIP2 Username	Specifies the username used to authenticate to the SIP2 server. This username connects to the general SIP2 connection. If your library has set up location-specific ports, but didn't include a username and password under Channels, SIP2 uses this username.
SIP2 Password	Specifies the password used to authenticate to the SIP2 server. This password connects to the general SIP2 connection. If your library has set up location-specific ports, but didn't include a username and password under Channels, SIP2 uses this password.
Item Processing	Specifies which characters to remove from the barcode string (if any) when the user scans the barcode from an item. You have these options: As Is Codabar: Drop First & Last Character Codabar: Drop First Character Codabar: Drop Last Character Drop First Character Drop Last Character
Item Barcode Symbology	Specifies the barcode format standard to use when patrons scan an item's barcode.
ISO Institution	Specifies the ISIL code as defined in the ISO 28560 RFID standard. This restricts the app to reading only the RFID tags that your library uses. When this field is blank, the app reads data from any RFID tag.
Allowed Users	Specifies the user account that can use the self-check feature in the app. This lets you limit the set of users to a small group for testing before allowing all users to perform self-check with the app. If no users are listed, all users can have access to the self-check functionality.
Security Model	Indicates the model used for RFID security.
Enforce User Standing	Checks the patron's status when they use self-check and reacts according to library rules. This setting is most pertinent to Symphony libraries, where the User Standing Map and User Standing Policy can allow a patrons to check out items when blocked. Enforce User Standing lets you override the map and policy to block checkouts when a user's status is blocked. When this option is not selected, Self-check works as it would when checking the item out to the patron from a kiosk or by a staff user.

Click & Collect

Specifies the information that lets Click & Collect communicate with your ILS.

Option	Definition
Collection Enabled	Specifies whether patrons request that items be delivered to their car outside the library or a box that a patron can access. When you enable Click & Collect, you can select whether to handle the process through Web Services for Horizon and Symphony or through SIP2. If you select SIP2, BLUEcloud Mobile only uses SIP2 for the self-check functions, not for any other function processing. Web Services and SIP2 include options for connecting to the ILS, as explained below. Note: The fields that you see for configuring the connection to the ILS depend on whether you have selected Web Services or SIP2.
Circ Username	The name of a staff circulation account through which all Self Service transactions through the app are processed. You can set up this account in your ILS specifically for this purpose. Note: This option appears only when Web Services is enabled for Click & Collect.
Circ Password	The password for the Circ Username account. Note: This option appears only when Web Services is enabled for Click & Collect.
Default Overrides	Specifies the overrides that allow patrons to self-check out items when they would otherwise be blocked. Enter the override codes in the box and separate each code with a semicolon ( ";" ). Note: This option appears only when Web Services is enabled for Self-Service. Each Symphony override code must be accompanied with the override policy name for that override. Enter the policy name in quotes preceded by a forward slash. Example: CIRC_HOLDS_OVRCD/"policy_name";CIRC_ITEMLOST_OVRCD/"policy_name" For descriptions of the codes you can enter, see Override Codes. Note: This option appears only when Web Services is enabled for Click & Collect.
SIP2 Server IP	Specifies the Internet protocol address of the SIP2 server. Note: This option appears only when SIP2 is enabled for Click & Collect.
SIP2 Port	Specifies the port number of the SIP2 server. Set this to "0" if you are using location-specific ports. For information about setting up location-specific ports, see "SIP2 Port" in Fields: Edit Channel: Circulation. Note: If your ILS is locally hosted, you may need to open the firewall to give access to the BLUEcloud Mobile server. For more information about what IP addresses to whitelist, see Whitelisting IP addresses. Note: This option appears only when SIP2 is enabled for Click & Collect.
SIP2 Username	Specifies the username used to authenticate to the SIP2 server. This username connects to the general SIP2 connection. If your library has set up location-specific ports, but didn't include a username and password under Channels, SIP2 uses this username. Note: This option appears only when SIP2 is enabled for Click & Collect.
SIP2 Password	Specifies the password used to authenticate to the SIP2 server. This password connects to the general SIP2 connection. If your library has set up location-specific ports, but didn't include a username and password under Channels, SIP2 uses this password. Note: This option appears only when SIP2 is enabled for Click & Collect.
Allowed Users	Specifies the user accounts that can use the Click & Collect feature in the app. This lets you limit the set of users to a small group for testing before allowing all users to perform self-check with the app. If no users are listed, all users can have access to the self-check functionality. Note: To limit the set of users at a channel level, use the Allowed Users setting in the Click & Collect settings. For more information, see Fields: Edit Channel: Collection/Pickup.

Stock Requests

User's can request that the Library obtain an item if it is not currently available there. This request can be processed externally via a web page on your site or in a form within the app, the results of which will be emailed to a nominated email address.

Option	Definition
Type	Specifies whether to open a form within the app (Email) or to open a specific web page (URL).
URL/Email	Specifies the URL or Email address to use, depending on the Type selected.
Reservation/Hold Charge	This setting is not currently used.
Reservation/Hold Expiry	Specifies the number of days before a hold expires when it is placed via the app. Entering "0" specifies that the system uses the ILS-defined default hold expiration. Entering any value greater than "0" specifies that the hold expires after the number of days specified from when the hold is initially placed.

Diagnostics

These options let you collect communications into a log file and to reconnect with the ILS.

Option	Definition
Log Communications	Collects the communication details between the CMS, the app, and the BLUEcloud and ILS Web Services and places them into a log file. This provides SirsiDynix with the data needed to help identify and fix problems.
Refresh ILS Connection	Terminates the current connection and re-establishes the connection with the ILS. This lets you connect to the ILS when the connection has been broken or needs to be updated, for example, when sources or configuration options have changed.

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