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Best Practices for Using the Browser

Setting Browser Defaults for Web Client

To ensure that staff can easily get to the web client portal page on login without additional steps, you can set the browser’s home page to default to the web client.

Setting the Web Client as the Home Page in Chrome

  1. Click Menu. (three vertical dots in the upper-right corner).

    browser1

  2. Click Settings.

  3. In the On startup section, select Open a specific page or set of pages.

    homepage1

  4. Click Add a new page.

  5. Site URL: https://catalogue.libraries.coop/eg/staff/.

  6. Click Add.

    homepage2

Bookmarks and Shortcuts

Bookmark Toolbar

The web client allows you to bookmark the pages that you use the most, and to use your browser’s existing functionality to build your own custom toolbars and even to use browser profiles for different activities.

Tab Buttons and Keyboard Shortcuts

As the staff client is loaded in a web browser, library staff can use browser-based tab controls and keyboard shortcuts to help with navigation. Below are some tips for browser navigation that can be used in Chrome on Windows PCs.

Keyboard Shortcuts for Tabs

  • Use CTRL+T or click the browser’s new tab button to open a new tab.

  • Use CTRL+W or click the x in the tab to close the tab.

  • Undo closing a tab by hitting CTRL+Shift+Tab.

  • Use CTRL+F5 or click the Refresh button to refresh the tab.

  • To open a link from the web client in a new tab, CTRL+click the link or right-click the link and select Open Link in New Tab. Using this method, you can also open options from the web client’s dropdown menus in a new tab

  • Navigate from one tab to another using CTRL+Tab on the keyboard.

Setting New Tab Behavior

Some users may want to automatically open the web client’s portal page in a new tab. Chrome will not open your home page by default when you open a new tab. However, optional add-ons will allow you to set the browsers to automatically open the home page whenever open opening a new tab. These add-ons may be useful for those libraries that want the new tab to open to the web client portal page.

Browser Configuration

Update browser

Make sure your browser is up to date

  1. Click Menu.

    browser1

  2. Click Help.

  3. Click About Google Chrome.

  4. You should see a message saying Google Chrome is up to date.

Allow Pop-ups

Your browser must allow pop-ups from https://catalogue.libraries.coop or you will see a small icon or message when a pop-up is triggered.

popup
Allow Pop-ups

  1. Click Menu.

    browserpopup

  2. Click Settings.

  3. Click Privacy and Security on left side of screen.

  4. Scroll down and click Site settings.

  5. Scroll down to Content and click on Pop ups and redirects.

    browser2

  6. Under Customised behaviors click Add beside Allowed to send pop-ups and use redirects .

  7. Site: https://catalogue.libraries.coop.

  8. Click Add.

    popupallow

Allow Cookies

Allow Cookies

  1. Click Menu.

    browser1

  2. Click Settings.

  3. Select Privacy and security from the left hand side.

  4. Click Cookies and other site data.

  5. Under General Settings make sure Block third-party cookies in Incognito is selected.

  6. Clear cookies and site data when you close all windows should be off.

  7. Under See all cookies and site data click Add beside Sites that can always use cookies.

  8. Site: https://catalogue.libraries.coop

  9. Click Add.

    cookies

Security Software and Cookies

If you have cookies enabled in your browser, but they are disappearing, check your computer’s security or antivirus software to see if it may be deleting your cookies on a regular basis.

Turn Off Autofill

  1. Click Menu.

    browser1

  2. Click Settings.

  3. Under Autofill click Addresses and more.

  4. Turn off Save and fill addresses.

    autofill

Troubleshooting

Clear Cache

Clear Cache

  1. Click Menu.

    browser1

  2. Click More tools.

  3. Click Clear browsing data.

  4. Set Time Range

    1. All time

  5. Check the box next to Cached images and files (other boxes can be left unchecked).

  6. Click Clear Data.

    clearcache

Clear Cookies

If you log in and see a blank page with the green bar across the top, but nothing else will load, you may need to clear your browser’s cache and cookies.

Clear Cookies

  1. Click Menu.

    browser1

  2. Click More tools.

  3. Click Clear browsing data.

  4. Check the box next to Cookies and other site data.

  5. Check the box next to Cached images and files.

  6. Set Time Range

    1. All time (recommended)

  7. Click Clear Data.

  8. Return to https://catalogue.libraries.coop/eg/staff

Reset Settings

If you still see a blank page with the green bar across after clearing your cookies the next step is to reset your settings for Chrome.

Reset Settings

  1. Click Menu.

    browser1

  2. Click Settings.

  3. Click Reset and clean up.

  4. Click Restore settings to their original defaults.

  5. Click Reset settings.

  6. Return to https://catalogue.libraries.coop/eg/staff

Delete the Offline Database

If you still see a blank page with the green bar across after clearing your cookies and resetting your settings the next step is to delete the offline database.

  1. Navigate to https://catalogue.libraries.coop/eg/staff

  2. Click Menu.

    browser1

  3. Click More tools.

  4. Click Developer tools.

  5. Switch to the Application tab (you may need to click on the double arrow so see all the tabs).

  6. Expand the Indexed DB section.

  7. Click on the offline - https://catalogue.libraries.coop section.

  8. Click the Delete database button.

  9. Click the X in the upper-right corner of the section to close the tool frame.

    browser3

Reconnect Hatch

If you have Hatch installed, use these directions to reconnect your browser to Hatch after clearing your cache or deleting the offline database.

  1. Reconnect your browser to Hatch

  2. Log in with a Local System Administrator account.

  3. Register workstation and click Use Now to log in again.

  4. Navigate to Administration → Workstation → Print/Storage Service ("Hatch").

  5. Select Use Hatch For Printing.

  6. Click on the Home icon.

  7. You will be returned to the workstation registration screen again - click Use Now to log in again.

  8. Your local settings should now be restored.

Retrieve Console Messages

If you are having problems, please include screenshots and error messages from the console(s).

Chrome Console Messages:

  1. Click Menu.

    browser1

  2. Select More Tools.

  3. Select Developer Tools. (This will open a pane on the right-side of your browser.)

  4. Select the Console tab.

  5. Change the "Default" dropdown to be sure that Verbose is checked.

  6. Either take a screenshot or copy and paste the text that appears in the console when you see the errors occurring. Be sure to include any of the errors that display in red.

Hatch Extension Console Messages:

  1. In Chrome, click Menu.

  2. Select More tools.

  3. Select Extensions.

  4. Check the box at the top of the screen that says Developer Mode.

  5. Scroll down to Hatch Native Messenger.

  6. Click on the link that says "background" page. (This will open a new window.)

  7. Select the Console tab.

  8. Change the "Default" dropdown to be sure that Verbose is checked.

  9. Either take a screenshot or copy and paste the text that appears in the console when you see the errors occurring. Be sure to include any of the errors that display in red.

Note
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