The Carousels administration page is used to define the characteristics of the carousel, such as the carousel type, which libraries will be able to display the carousel, and which shelving locations should be used to populate the carousel.

The Carousels administration page is accessed through Administration > Server Administration > Carousels. (Please note that in the community release, this page will eventually move to Local Administration.) The interface displays existing carousels in a grid format. The grid can be filtered by organizational unit, based on ownership. The filter may include ancestor or descendent organization units, depending on the scope chosen. The columns displayed correspond to attributes of the carousel. The following are displayed by default: Carousel ID, Carousel Type, Owner, Name, Last Refresh Time, Active, Maximum Items.

Additional columns may be added to the display with the column picker, including the log in of the creator and/or editor, the carousel’s creation or edit time, age limit, item libraries, shelving locations, or associated record bucket.

Creating a Carousel from the Carousels Administration Page

1. Go to Administration > Server Administration > Carousels
2. Select the New Carousels button
3. A popup will open where you will enter information about the carousel
4. Choose the Carousel Type from the drop-down menu
5. Choose the Owning Library from the drop-down
6. Enter the Name of the carousel
7. Enter the Age limit - this field accepts values such as “6 mons or months,” “21 days,” etc.

8. Choose the Item Libraries - this identifies the library from which items are pulled to include in the carousel

   1. Click the field. A list of available organizational units will appear.

   2. Select the organizational unit(s)

      1. The owning and circulating libraries must be included on this list for titles/items to appear in the carousel. For libraries with items owned at one organizational unit (e.g., the library system), but circulating at a different organizational unit (e.g., a branch), both would need to be included in the list.
   3. Click Add

9. Shelving Locations - this identifies the shelving locations from which items are pulled to include in the carousel. Please note that this field is not applicable when creating a carousel of the Newly Cataloged carousel type. For creating a carousel of newly cataloged items with shelving location filters, use the Newest Items by Shelving Location type instead.

   1. Click the field. A list of available shelving locations will appear.
   2. Select the shelving location - the library that “owns” the shelving location does not have to be included in the list of Item Libraries
   3. Click Add
10. Last Refresh Time - not used while creating carousels - display the date/time when the carousel was most recently refreshed
11. Is Active - set to true for the carousel to be visible to the public catalog
12. Enter the Maximum Number of titles to display in the carousel
13. Click Save

Create a Carousel from a Record Bucket

A carousel can be created from a record bucket.

1. Go to Cataloging > Record Buckets
2. The Bucket View tab opens. Select the Buckets button and choose one of the existing buckets to open. The list of titles in the bucket will display on the screen.
3. Select the Buckets button and choose Create Carousel from Bucket

Tip

The Create Carousel from Bucket option is visible in both Record Query and Pending Buckets; however, initiating the creation of a carousel from either of these two tabs creates an empty bucket only. It will not pull titles from either to add contents to the carousel.