Promotion Workform

Use the Promotion workform to enter data for Feature It, a separately-licensed product that enables libraries to feature resources in a dashboard in the Polaris PowerPAC. Feature It can be used with or without community records, but in order to feature community resources, Community Profiles must also be licensed.

Use the toolbar or menu on the Promotion workform to:

• Create a new promotion record - Select File | New, press Ctrl+N, or click . The New Promotion Record dialog box appears. Select Clear Work Form or Copy Existing Work Form.
• Open another promotion record - Select File, Open, press Ctrl+O, or click . The Find Tool appears with Promotions selected in the Object box.
• Close the workform - Select File, Close, or press Alt+F4.
• Print information about the promotion record - Select File, Print or click the arrow next to the printer icon  and select one of the following options.

  • Current View to print the displayed view

  • All Views to print every view of the promotion record

• Save the record - Select File | Save or click .

• View the record’s properties- Select File, Properties. The Properties page has two tabs: the General tab displays the Name, Headline, Midline, and Footline of the profile; the About tab displays the record’s control number, creation date, and modification date.

• Undo an entry in the workform - Select Edit, Undo or press Ctrl+Z.

• Cut text from the workform - Select Edit, Cut or press Ctrl+X.

• Copy text from the workform - Select Edit, Copy or press Ctrl+C.

• Paste text into the workform- Select Edit, Paste or press Ctrl+V.

• Clear text that was entered in the workform - Select the text and select Edit, Clear or press the Delete key.

• Go to another view of the workform - Select View and click on one of the options. You can also click on the icons in the side banner of the workform.  

Promotion Workform - General View

Use the General view of the Promotion workform to:

• Enter the promotion record’s name

• Select the promotion record’s owner

• See whether the promotion is Campaign-generated. See Campaigns for Community Promotions.

• Select the promotion’s activation date and expiration date

• Type the promotion record’s headline, midline, and footline

Promotion Workform - Featured Resources View

Use the Featured Resources view of the Promotions workform to:

• Feature bibliographic or community records - Select Feature these local object(s) and select Bibliographic or Community in the Objects box. Then, click the Add button, and search for the bibliographic or community organization/event in the Find Tool. You can select more than one community or bibliographic record, but you cannot add both community and bibliographic records to the same promotion workform.

• Feature a web site - Select Open this page, and type the URL for the web site.

Promotion Workform - Triggers View

Use the Triggers view of the Promotions workform to:

• Define PAC search terms that trigger the display of the featured resources - In the Freetext column, type the text that triggers the display of the featured resource.

• Select the type of search to which the terms apply - In the Type column, select the box to open the list of types, and select the type(s) of searches to which the search terms apply.

• Exclude terms from triggering the display of the featured resources - Enter the search terms and select the type of search. Then, select the check box in the Negative column.

• Enter more triggers - Type in the next available line.

• Insert triggers - Click where you want to insert a term.

• Delete a trigger - Select the trigger, and click .

• Move a trigger up or down in the list - Select the trigger, and click  or .

• Normalize the trigger terms - Select the trigger, and click .

Promotion Workform - Demographic Targeting View

Use the Demographic Targeting view of the Promotions workform to:

• Target a specific language or languages - Select Target only these languages, and select the check boxes next to the languages you want to target.

• Target a specific branch or branches - Select Target only these branches, and select the check boxes next to the branches you want to target. When a branch location is selected as a target, the featured resources appear only when a PAC user is connected to that branch.