Develop the remote targets display for PAC

To make remote search targets available for searching in Polaris PowerPAC, and organize them into categories:

Note:
You establish connections to remote resources through Polaris Administration server records. See Registering Remote Resource Servers. In Polaris PowerPAC, if no remote search targets have been set up, the Select Databases link and the Using label and drop-down list are not displayed.

1. In the Administration Explorer tree view, open the Profiles folder for the organization, and click the PowerPAC tab in the details view.
2. Double-click the PowerPAC profile Remote databases: Categorization of target databases.

The Remote databases: Categorization of target databases dialog box displays a list of remote database targets and any defined categories. Book icons represent individual targets. Folder icons represent categories.

 

3. Select Root to add a new category at the top level, or select an existing category folder to add a subcategory, and click Add Category. A new category folder icon appears in the tree view, with the cursor positioned to name the folder.

Note:
Root is the default category, represented by a tree icon. It cannot be copied, deleted, or renamed.

4. Type a category heading, and press ENTER.

 

5. To make an individual search target available, select the category, and click Add Target. (To add a target directly to the Root level, select Root.)

Note:
New search server targets are not automatically added to the Root level category folder for the system. You must explicitly add them to make them available for search selection. Also, if an organization no longer inherits system-level settings, the organization will need to manually add the new target at the organization level.

The Add Target dialog box appears with a list of databases available to the organization, based on its membership in the resource groups with access to the databases. See Setting Up Organization Resource Groups.

 

6. Select the target database to add to the category.

Note:
You can specify a PAC display name for the target. See Remote Database Usage Settings for PowerPAC.

Note:
If a single category contains more than the maximum number of databases to search (see Maximum Number of Databases Searchable at One Time), a warning message advises you to put fewer databases in the category.

7. Click OK. The target database is added to the category.
8. Continue adding categories and targets as needed for the organization.

Related Information

• Copy a target - Select the target in the Remote databases: Categorization of target databases dialog box, and click Copy. Then select the category where you want to place the copy of the target, and click Paste. You can use the Copy/Paste function to add a target to multiple categories. However, a single target cannot appear more than once at the same category level, unless the different instances of the target are in different subcategories.
• Copy a category - Select the category in the Remote databases: Categorization of target databases dialog box, and click Copy. Then select the category where you want to place the copy, and click Paste. This procedure creates categories that are linked. When you copy categories, all subcategories and targets are copied, and all the copied subcategories and targets also become linked. Any change to one category is applied to all the linked categories. A linked category is indicated by a hand on the folder icon. To remove the link between categories, select the category you want to make independent, and click Unlink.

Note:
You cannot paste a copied category at the same level as the original category.

• Delete a target - Select the target in the Remote databases: Categorization of target databases dialog box and click Delete. (Deleting a target from a particular category, including Root, does not delete it from other categories.) The local Polaris database cannot be completely removed from the categorization dialog box.  If you select the last instance of the local database and click Delete, a message informs you that the local database must appear at least once, either at the root level or within one category. When you click OK, the message box closes and the local database remains selected. It is not deleted.

Important:
When the last instance of a target is removed from the categorization dialog for an organization, the Enable for follow-on searching and Include in quick-select drop down options are automatically disabled for that database in that organization context. For more information about these options, see Remote Database Usage Settings for PowerPAC. If you add the database back to the categorization dialog, the Enable for follow-on searching and Include in quick-select drop down options must be manually set again; they are not automatically restored.

• PAC display - See Select Databases Lightbox in PowerPAC.
• Enable ILL requests from PAC - See Setting Up ILL Requests.