Automatic Display in PAC Processing for Bibs

Your library can use the Cataloging profile in Polaris Administration to specify criteria by which the Automatic display in PAC processing job will set the Display in PAC check box to suppress (or enable) the title’s display in PowerPAC and Mobile PAC. With this automatic processing enabled, staff members do not need to manually check or un-check the Display in PAC box on the Bibliographic Record workform or bulk-change records to change the check box setting.

This job will run as part of the Overnight Processing job that runs a series of overnight jobs consecutively. The jobs included in this series are run in the following order:

1. PAC Availability
2. Automatic Display in PAC Processing
3. Keyword Processing
4. DBCC Nightly

Once this profile is set, the job updates bibliographic records to turn off (uncheck) or turn on (check) the Display in PAC setting with the exception of the following types of bibliographic records, which are excluded from automatic Display in PAC processing:

• bib records with resource entities for integrated eContent vendors regardless of whether the vendor account is active or not
• bib records with linked serial holdings records
• bib records that are constituent records in a bound-with group

In addition, the state of linked item records is considered only for item records with a status of final; provisional or deleted items are never considered during automatic Display-in-PAC processing.

If a bibliographic record meets the criteria for automatic change, a manual change to the bibliographic record are overwritten by the overnight job if the underlying conditions do not change. For example, if a bibliographic record meets the criteria for automatically turning off display in PAC because all final linked item records are set to not display, and you manually check the Display in PAC box in the bibliographic record, the overnight job will clear the Display in PAC box so that the record does not display in the PAC. This is because the underlying conditions did not change, and all linked final items do not display in the PAC.

See Set up automatic Display in PAC processing for bibliographic records.