Staff Client Help v7.1
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Bulk Hold Requests from Polaris PowerPAC Title Lists</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Bulk_Hold_Requests_PowerPAC_Title_Lists.htm">Open topic with navigation</a>
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<h1>Bulk Hold Requests from Polaris PowerPAC Title Lists</h1>
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<p><a name="kanchor5017"></a>When you enable the bulk holds feature, patrons can select multiple titles from their working or saved title lists in Polaris PowerPAC and place hold requests on all the selected titles at once.</p>
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<p class="NoteShade"><b>Note:</b>
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<br />For more information about PAC title lists, see <a href="Enabling_PAC_Title_Lists.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up PAC Title Lists</span></a>. A <b>Requested date</b> indicator is also available to let patrons know which titles they have already requested in a title list or set of search results. See <a href="Configuring_the_PowerPAC_Title_Display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configuring the PowerPAC Title Display</span></a>.</p>
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<p>The bulk holds feature is not available in these cases:</p>
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<ul>
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<li>Titles from remote databases listed in the title list cannot be requested through bulk holds.</li>
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<li> Integrated eContent titles cannot be cannot be requested through bulk holds.</li>
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<li>The bulk hold feature does not apply to Borrow by Mail requests.</li>
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<li>The bulk hold feature is not available in Mobile PAC.</li>
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</ul>
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<p>For details, see:</p>
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<ul>
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<li><a href="#Placing" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Placing Bulk Hold Requests in PowerPAC</span></a>
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</li>
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<li><a href="#Bulk" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk Holds Processing</span></a>
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</li>
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<li><a href="#Enabling" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Bulk Holds</span></a>
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</li>
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</ul>
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<h2><a name="Placing"></a>Placing Bulk Hold Requests in PowerPAC</h2>
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<p><a name="kanchor5018"></a>In Polaris PowerPAC, the logged-in patron checks at least one title in a working or saved title list and clicks or taps <b>Place Request</b>.</p>
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<p>
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<img src="../../../Resources/Images/PACRequestFromTitleList.png" alt="" />
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</p>
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<ul>
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<li>The <b>Place Request</b> button is disabled if the patron has not selected at least one title in the list. The button is also disabled for secured patrons. (The button is not displayed at all if PAC title-level holds and bulk holds have not been enabled in Polaris administration. See <a href="#Enabling" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Bulk Holds</span></a>.)</li>
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<li>You can edit the <b>Place Request</b> button label in Polaris WebAdmin. The string mnemonic is <b>PACML_REQUESTS_1380</b>. See Polaris WebAdmin online help.</li>
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<li>If the patron has selected more titles than allowed by the PowerPAC profile <b>Title list: maximum number of titles to request in bulk</b>, the system displays a message: "You can only place [n] holds at once. Uncheck one or more titles and try again." You can edit the message in Polaris WebAdmin; the string mnemonic is <b>PACML_REQUESTS_MAXREQ</b></li>
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</ul>
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<h3><span style="font-size: 12pt;">Place Requests Page</span>
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</h3>
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<p>When the patron's selections meet the bulk hold limit and the patron clicks or taps <b>Place Requests</b>, the Place Requests page is displayed. The patron can set an activation date; the patron can also select a pickup library and enter a note if these features are enabled for patron-initiated requests. See<MadCap:conditionalText data-mc-conditions="Primary.Online"> <a href="../../Patron_Services_Admin/PDPrequests/Managing_Hold_Requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Hold Requests</span></a></MadCap:conditionalText> for more information about these settings. This page also displays a policy statement link if the PAC profile <b>Patron access: Policy statement hypertext link permitted</b> is set to <b>Yes</b> for the connection branch.</p>
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<p class="NoteShade"><b>Note:</b>
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<br />The activation date must be entered in the format displayed on the Place Requests page. It cannot be in the past, and cannot be more than two years from the current date. If there is a problem with the date entry, the system displays a message. The patron clicks or taps <b>OK</b> and re-enters the date.<br /></p>
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<p>
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<img src="../../../Resources/Images/PlaceRequestsPage.png" alt="" />
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</p>
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<p>You can edit the <b>Place requests:</b> title on this page in Polaris WebAdmin. The string mnemonic is <b>PACML_REQUESTS_1380</b>. </p>
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<p>The Place Requests page displays a warning message if the system-level <b>Request</b> parameter <b>Holds Options</b> (Charges tab) is set to charge for holds.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Charge_for_hold_requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Charge for hold requests</span></a>.</MadCap:conditionalText> The patron can click or tap <b>OK</b> to proceed or <b>Cancel</b> to exit. If your library system has set this option, you can edit the message in the <b>Request</b> parameter <b>Holds Options</b>, Charges tab.</p>
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<p>The patron can click or tap <b>Cancel</b> on the Place Requests page to return to the title list, where any titles previously checked remain checked, or (if not blocked) the patron can select <b>Continue</b> to proceed with the bulk hold requests. A progress indicator and the message "Checking status and limits..." are displayed. The WebAdmin string mnemonic for the message is <b>PACML_REQUESTS_1395</b>.</p>
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<p>If placing the hold requests would meet or exceed the maximum total number allowed for the patron as set in the Patron/Material Type policy table, and <b>If the patron is blocked: Block in PAC</b> is checked in the <b>Holds Options</b> parameter (Staff client & PAC tab), the system displays a page with a message: "Your requests cannot be placed because you have reached your limit of [n] requests. You may want to cancel some requests from your patron account, then try again." The WebAdmin string mnemonic for the message is <b>ILL_BULK_BLOCKEDMAXNUMREQS</b>. The patron can click or tap <b>Back</b> to return to the title list.</p>
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<h3><span style="font-size: 12pt;">Confirm Bulk Requests Page</span>
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</h3>
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<p>When the patron clicks or taps <b>Continue</b> on the Place Requests page, the Confirm Bulk Requests page appears.</p>
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<p>
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<img src="../../../Resources/Images/ConfirmationPage.png" alt="" />
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</p>
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<p>The list displays the selected titles, and for each title, the material types of the items that can potentially satisfy the request. If the PAC profile <b>Patron access: Display hold queue information</b> is set to <b>Yes</b> for the patron's registered branch, the list includes an Active Requests column that displays how many other requests exist for the title. (This profile also affects the PAC patron account Requests page. See <a href="../PDOPatAcc/Controlling_Patron_Account_Login_Access.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Controlling Patron Account Login and Access</span></a>.) Titles with check boxes can be unchecked if the patron does not want them. </p>
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<p>Titles without check boxes in the display cannot be requested at all, either because they are from remote databases, they are duplicates, they represent integrated eContent, the bibliographic record has been deleted but not yet removed by overnight processing, or due to item-related or patron-related conditions. A message specific to the error displays under the title of each request.</p>
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<p>The Confirm Bulk Requests page displays appropriate messages if a request on a selected title or titles cannot be placed due to the following item-related conditions:</p>
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<p class="NoteShade"><b>Note:</b>
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<br />When no items can fill a request on a title and the checkbox is suppressed, the material type and active request information is also suppressed.</p>
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<ul>
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<li>The title has no linked items and <b>If no items are attached: Block in PAC</b> checked in the <b>Holds Options</b> parameter (Staff client & PAC tab). The system displays this message under the title: "No items are available to fill your request. Contact the library for assistance." The WebAdmin string mnemonic for this message is <b>ILL_TEXT_NOITEMSAVAILABLE</b>.</li>
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<li>The title is linked to at least one item that is IN and <b>Prevent on status: In</b> is checked in the <b>Holds Options</b> parameter (Requests tab). The system displays this message under the title: "The request cannot be placed because a copy of this title is currently available at the library. You can obtain the item at the library." The WebAdmin string mnemonic for this message is <b>ILL_TEXT_ERR_COPYAVAILABLE</b>.</li>
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<li>All items associated with the title are restricted from being held. The system displays this message under the title: "Requests are not permitted for this title. Contact the library for assistance." The WebAdmin string mnemonic for this message is <b>ILL_TEXT_REQNOTPERMITTED</b>.</li>
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<li>
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<p>There are no item records linked to the title, or all the linked item records fit one or more of these conditions:</p>
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<ul>
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<li>
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<p><b>Display in PAC</b> is set to No (not checked) in the item record, or</p>
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</li>
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<li>
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<p>The item circulation status is set to be suppressed from the PAC display in the PAC profile <b>Suppress item display</b> for the connection branch, or</p>
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</li>
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<li>
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<p>The connection organization is the System, and the linked item is assigned to a branch that is set for suppression from PAC in the system-level PAC profile <b>Suppress branches</b>,<br /><br />AND</p>
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</li>
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<li>Suppress <b>All records</b> is selected for the Type of Material (TOM) in the PAC profile <b>Suppress availability and requests</b> for the connection branch, or </li>
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<li>Suppress <b>Records with an 856</b> is selected for the Type of Material (TOM) in the PAC profile <b>Suppress availability and requests</b> for the connection branch. Note that this selection applies only to records with the 856$u tag.</li>
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</ul>
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</li>
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</ul>
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<p class="indent4">The system displays this message under the title: "Requests are not permitted for this title. Contact the library for assistance." The WebAdmin string mnemonic for this message is <b>ILL_TEXT_REQNOTPERMITTED</b>.</p>
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<ul>
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<li>All items associated with the title have an excluded status. The system displays this message under the title: "This item is not available to fill your request. Contact the library for assistance." The WebAdmin string mnemonic for this message is <b>ILL_TEXT_ITEMNOTAVAILABLE</b>.</li>
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<li>The title is from a remote database, or the bibliographic record has been deleted but the cached copy has not yet removed by overnight processing. The system displays this message under the title: "The library does not own this title. You cannot request this title from your title list. You can search for the title in a remote database and request it individually, or contact the library for assistance." The WebAdmin string mnemonic for this message is <b>PACML_REQUESTS_REMOTEDB</b>.</li>
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<li>All items linked to the title are restricted, and at least one item's eContent check box is checked. The system displays this message under the title: "You cannot request this eContent title through bulk requests. Please contact your library for more information." The WebAdmin string mnemonic for this message is <b>ILL_BULK_NO_ECONTENT</b>.</li>
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<li>The title is a journal and <b>Allow requests on serials in PAC and Staff client</b> is set in the <b>Holds options</b> parameter, Requests tab (Manage item requests). The system displays this message under the title: "Serial issues must be searched for and requested individually." The WebAdmin string mnemonic for this message is <b>ILL_BULK_SERIALSNOREQ</b>.</li>
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<li>The title is a multi-part set and <b>Allow requests on multi-part sets is set in PAC and Staff client</b> is set in the <b>Holds options</b> parameter, Requests tab (Manage item requests).The system displays this message under the title: "Multi-volume sets must be searched for and requested individually." The WebAdmin string mnemonic for this message is <b>ILL_BULK_MULTIPARTNOREQ</b>.</li>
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<li>The title appears in the list more than once, so the system does not allow the duplicate request. The system displays this message under the title: "This title is a duplicate of another title in this list." The WebAdmin string mnemonic for this message is <b>PACML_REQUESTS_1396</b>.</li>
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</ul>
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<p>The Confirm Bulk Requests page also displays appropriate messages if a request on a selected title or titles cannot be placed due to patron-related conditions as specified in Polaris Administration.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Managing_Hold_Requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Hold Requests</span></a></MadCap:conditionalText> for more information about these settings. The following situations are examples:</p>
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<ul>
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<li>Placing a hold request on a title would result in a duplicate request. The system displays this message: "The request cannot be placed because a duplicate request has been found. Please check your account." The WebAdmin string mnemonic for the message is <b>ILL_TEXT_DUPLICATEREQ</b>.</li>
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<li>If placing these hold requests would exceed the maximum total number allowed for the patron as set in the Patron/Material Type policy table, and <b>If the patron is blocked: Block in PAC</b> is checked in the Holds Options parameter (Staff client & PAC tab) for the pickup branch, the system displays a message: "You currently have [n] total requests. You are allowed a maximum of [n]. Uncheck [n] and click Update." The WebAdmin string mnemonic for the message is <b>ILL_BULK_ILL_BULK_EXCEEDMAXREQUESTS</b>.</li>
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<li>Placing the hold requests would exceed the maximum number of holds for a particular material type for the patron as set in the Patron/Material Type policy table and <b>If the patron is blocked: Block in PAC</b> is checked in the Holds Options parameter (Staff client & PAC tab). The system displays this message: "You will exceed the maximum number of requests allowed for one or more material types:". The WebAdmin string mnemonic for the message is <b>ILL_BULK_EXCEEDMATERIALLIMITS</b>. Separate messages then detail the material types affected; for example:<ul><li><p>"Book: maximum = 20; uncheck 4 of this type" (<b>ILL_BULK_EXCEEDMATERIALLIMITS_UNCHECK</b>)</p></li></ul><ul><li><p>"Audiobook: maximum = 5; limit reached, uncheck all of this type" (<b>ILL_BULK_EXCEEDMATERIALLIMITS_UNCHECKALL</b>)</p></li></ul></li>
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</ul>
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<p class="NoteShade"><b>Note:</b>
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<br />For both maximum holds and maximum holds for material type, if the system-level Patron Services parameter <b>Consortium circulation - Patron blocks</b> is set to <b>Transacting branch</b>, the pickup branch's setting for <b>Block in PAC</b> determines whether the patron can place the hold requests. If <b>Consortium circulation - Patron blocks</b> is set to <b>Patron branch</b>, the patron's registration branch setting for <b>Block in PAC</b> determines whether the patron can place the hold requests.</p>
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<p> The Confirm Bulk Requests page may also display warning messages for certain titles with checkboxes:</p>
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<ul>
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<li>An item attached to a selected title might fill the request, and the Patron Services parameter <b>Check-out: Charge options</b> for the item's assigned branch is checked for the logged-in patron's code. The default message text is "If your request is filled you may be charged to Borrow this item according to the policy of the owning library." You can edit the message in WebAdmin. The string mnemonic is <b>ILL_BULK_CHARGECKOREQ</b>. </li>
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<li>The title has no linked items, but <b>If no items are attached: Block in PAC</b> is <i>not</i> checked in the Holds Options parameter (Staff client & PAC tab). The default message text is "This title has no items. Your request may not be filled." You can edit the message in WebAdmin. The string mnemonic is <b>ILL_TEXT_NOITEMSAVAILABLE_BULK </b>.</li>
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</ul>
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<p>The patron can uncheck selected titles if necessary, and click or tap <b>Update</b>. If no titles are selected and the patron clicks or taps <b>Update</b>, a message is displayed: "You must select one or more titles, or click Cancel to return to your title list" (WebAdmin string mnemonic <b>PACML_REQUESTS_1394</b>). When the list is satisfactory, and after the patron has clicked ortapped <b>Update</b> to save any changes, the patron clicks or taps <b>Confirm</b>. If the patron clicks or taps <b>Cancel</b>, the display returns to the page of the title list that was displayed when the patron navigated away from the page; any titles previously checked remain checked.</p>
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<p>You can edit the text of page elements on the Confirm Bulk Requests page in Polaris WebAdmin. The string mnemonics are as follows:</p>
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<table style="width: 100%;margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" class="TableStyle-BlueHeader" cellspacing="1">
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||||
<col style="width: 281px;" class="TableStyle-BlueHeader-Column-Column1" />
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||||
<col class="TableStyle-BlueHeader-Column-Column1" />
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||||
<thead>
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||||
<tr class="TableStyle-BlueHeader-Head-Header1">
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||||
<th style="padding-left: 0.5em;padding-right: 0.5em;padding-top: 0.1em;padding-bottom: 0.1em;border-left-width: 0;border-top-style: solid;border-top-width: 0;border-top-color: #0e5667;border-bottom-width: 0;" class="TableStyle-BlueHeader-HeadE-Column1-Header1">LABEL</th>
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||||
<th style="padding-left: 0.5em;padding-right: 0.5em;padding-top: 0.1em;padding-bottom: 0.1em;border-left-width: 0;border-top-style: solid;border-top-width: 0;border-top-color: #0e5667;border-bottom-width: 0;" class="TableStyle-BlueHeader-HeadD-Column1-Header1">MNEMONIC</th>
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</tr>
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</thead>
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||||
<tbody>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Confirm bulk requests</td>
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||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1381</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Click Update to make changes. Click Confirm to submit your hold requests.</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1382</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Type</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1383</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Active Requests</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1384</td>
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</tr>
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<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Title</td>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1385</td>
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Update</td>
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||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1386</td>
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||||
</tr>
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||||
<tr class="TableStyle-BlueHeader-Body-Body1">
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||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Confirm</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1387</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Cancel</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">PACML_REQUEST_XSL_1652</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h3><span style="font-size: 12pt;">Bulk Requests Results Page</span>
|
||||
</h3>
|
||||
<p>When the patron clicks or taps <b>Confirm</b>, a "processing" spinner icon is briefly displayed with the message <b>Creating requests . . .</b>. You can edit the message in Polaris WebAdmin (string mnemonic <b>PACML_REQUESTS_1393</b>). When processing is complete, the system displays the Bulk Requests Results page with the message: <b>Your requests were successfully placed!</b></p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/BHsPage3_Success.png" alt="" />
|
||||
</p>
|
||||
<p>The patron can select <b>Return to your Title List</b>, <b>Go to your list of hold requests</b>, or <b>Log Out</b>. The labels can be edited in Polaris WebAdmin. The string mnemonics for the page are as follows:</p>
|
||||
<table style="width: 100%;margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col style="width: 281px;" class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th style="padding-left: 0.5em;padding-right: 0.5em;padding-top: 0.1em;padding-bottom: 0.1em;border-left-width: 0;border-top-style: solid;border-top-width: 0;border-top-color: #0e5667;border-bottom-width: 0;" class="TableStyle-BlueHeader-HeadE-Column1-Header1">LABEL</th>
|
||||
<th style="padding-left: 0.5em;padding-right: 0.5em;padding-top: 0.1em;padding-bottom: 0.1em;border-left-width: 0;border-top-style: solid;border-top-width: 0;border-top-color: #0e5667;border-bottom-width: 0;" class="TableStyle-BlueHeader-HeadD-Column1-Header1">MNEMONIC</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Bulk requests results: [page title]</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1389</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Return to your Title List</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUESTS_1392</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Go to your list of hold requests</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_REQUEST_GOTO_ACCOUNT</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Log Out </td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">PACML_BASICINFO_1195</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h2><a name="Bulk"></a>Bulk Holds Processing</h2>
|
||||
<p><a name="kanchor5019"></a>Bulk Holds processing uses two database tables: BulkHolds and BulkHoldsBibs. These tables are populated with data that is needed during bulk holds processing but are not required once the bulk holds process has completed. The Hold Request Cleanup Nightly SQL job includes a Bulk Holds Cleanup step. This step deletes all entries in the BulkHolds and BulkHoldsBibs tables that are over 120 minutes old.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Administration/PDSQLJobsRef/Polaris_SQL_Jobs_Reference.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris SQL Jobs Reference</span></a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="Enabling"></a>Enabling Bulk Holds</h2>
|
||||
<p><a name="kanchor5020"></a>To enable bulk hold requests:</p>
|
||||
<ol>
|
||||
<li value="1">Confirm that the setting <b>Enable title-level hold requests from PowerPAC and Mobile PAC</b> is checked for the connection branch (<b>Request</b> parameter <b>Holds options</b>, Requests tab).<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Enabling_Item_Status_Restrictions_First.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds Options: Enable Hold Requests by Patrons and Define Restrictions</span></a>.</MadCap:conditionalText></li>
|
||||
<li value="2">Set the PowerPAC profile <b>Title list: Enable bulk holds</b> to <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent4">The profile is available at the system, library, and branch levels; the system uses the PAC connection branch setting. When this profile is set to <b>Yes</b> and title-level hold requests from PAC are enabled, the <b>Place Request</b> button is displayed in working and saved title lists.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">(Optional) Set the number of titles that can be processed in one bulk hold request.</li>
|
||||
</ol>
|
||||
<p class="indent4">The default number is 10. Change the setting with the PowerPAC profile <b>Title list: maximum number of titles to request in bulk</b>. The range is 1-100. The profile is available at the system, library, and branch levels; the system uses the PAC connection branch setting.</p>
|
||||
</div>
|
||||
</div>
|
||||
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|
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<col style="width: 50%;" />
|
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<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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<table style="width: 100%;">
|
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<col />
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<tbody>
|
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Configuring the PowerPAC Product Page</title>
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<h1><a name="XREF_92913_Configuring_the"></a>Configuring the PowerPAC Product Page</h1>
|
||||
<p><a name="kanchor4813"></a><a name="IX_title_display_in_PAC_1"></a><a name="kanchor4814"></a><a name="IX_PowerPAC_setup"></a><a name="kanchor4815"></a><a name="IX_configuring_2"></a><a name="kanchor4816"></a><a name="IX_product_page"></a>The PowerPAC product page is displayed when a user clicks or taps a title, cover image, or <b>Full Display</b> for a title in the search results list. This page includes the bibliographic information set for the full display in the PAC profile <b>Title display: Configure</b> (see <a href="Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>). Since this information may be extensive, this section of the page can be scrolled. Below the bibliographic information is a series of expandable category “drawers” for availability information, enriched content, and other features. External links to other resources are indicated by an icon <img src="../../../Resources/Images/WebLinkIcon.png" style="vertical-align: text-bottom;border-left-style: solid;border-left-width: 0px;border-left-color: #bcaf93;border-right-style: solid;border-right-width: 0px;border-right-color: #bcaf93;border-top-style: solid;border-top-width: 0px;border-top-color: #bcaf93;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: #bcaf93;margin-left: 0px;margin-right: 0px;margin-top: 0px;margin-bottom: 0px;" alt="" />. (These links open in a new browser window.) The user can click <b>Expand All</b> or <b>Collapse All </b>to control the display of the drawer contents, or expand and collapse individual drawers. In Polaris Administration, you can set which drawers are expanded by default when the page is opened, and specify the display order of the drawers on the page. The illustration shows an example with drawers collapsed (not all drawers are shown).</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACFullDrawers.png" alt="" />
|
||||
</p>
|
||||
<p>To configure the Polaris PowerPAC product page:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the permission <b>Modify product page categories: Allow</b> to do this procedure.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Product page categories: Configure</b>. The <b>Product Page Categories: Configure</b> dialog box opens. The top portion lists the categories (features) that have been enabled for the organization.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ProductPageSAPPAC.gif" style="margin-bottom: 0.000pt;width: 403;height: 308;" id="image29" src="ProductPageSAPPAC_403x308.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To set a category to be expanded in the initial product page display, check the category. </li>
|
||||
<li value="4">To change the display order, select the category and click the appropriate arrow at the side of the dialog box to move the category up or down in the display order.</li>
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Editing category labels</span> - The <b>Product Page Categories: Configure</b> dialog box lists the language string ID for each category for use in Polaris Language Editor (WebAdmin), where you can search for and edit the drawer labels. For more information, see the Language Editor online Help.</li>
|
||||
<li><span class="FM_BulletHead">Enabling categories</span> - The bottom portion of the <b>Product Page Categories: Configure</b> dialog box lists the features that are possible to display on the product page, but have not been enabled for the organization. For information about setting up the features that can be displayed on the product page, see also:</li>
|
||||
<li><span class="FM_BulletHead">Enriched content from third parties</span> - <a href="../PDOEnrich/Enabling_Enriched_Data.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enabling Enriched Data</span></a></li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>NoveList Select content drawers are not displayed for digital content (Polaris Fusion) bibliographic records.</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Map It</span> - <a href="Map_It_Google_Maps_in_PAC.htm#XREF_33615_Map_It_in_Polaris">Map It (Google Maps) in PAC</a></li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Librarian’s View</span> - Set the PowerPAC profile <b>Librarian’s (MARC) View: Enable</b> to <b>Yes</b>. </li>
|
||||
<li><span class="FM_BulletHead">Mobile PAC product page</span> - You can use a separate profile to configure the product page for Mobile PAC. See <a href="../PDOMobilePAC/Set_up_the_Mobile_PAC_title_product_page.htm#XREF_48248_Set_up_the_Mobile">Set up the Mobile PAC title (product) page</a>.</li>
|
||||
</ul>
|
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</div>
|
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</div>
|
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|
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<col style="width: 50%;" />
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<tbody>
|
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<tr>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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<col />
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<tbody>
|
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_10835_Configuring_the"></a>Configuring the PowerPAC Title Display</h1>
|
||||
<p><a name="kanchor2151"></a><a name="IX_configuring_1"></a><a name="kanchor2152"></a><a name="IX_search_results_display_2"></a><a name="kanchor2153"></a><a name="IX_Polaris_PowerPAC_1"></a><a name="kanchor2154"></a><a name="IX_overview_185"></a><a name="kanchor2155"></a>Polaris provides complete flexibility in selecting, editing, and displaying information in PAC search results. Using the PowerPAC profile <b>Title Display: Configure</b>, you can do the following:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
Select which bibliographic data elements appear in the initial search results list, on the summary view for a title, and in the full display. The brief display is the information shown in initial search results. The summary information is displayed when the user hovers the cursor over a cover image (desktop or tablet) or taps the image (phone). The full display appears on the product page, when the user selects <b>Full Display</b> or the title itself.
|
||||
<p class="FM_Task"><img src="../../../Resources/Images/PACBriefDisplay_570x203.png" style="width: 570;height: 203;" alt="" /></p><p><img src="../../../Resources/Images/PACSummaryDisplay_577x268.png" style="width: 577;height: 268;" alt="" /></p><p><img src="../../../Resources/Images/PACFullDisplay_578x324.png" style="width: 578;height: 324;" alt="" /></p></li>
|
||||
<li>Show multiple instances of a single tag in the brief display: for example, multiple 856$u fields.</li>
|
||||
<li>Specify different elements for monographs and serials.</li>
|
||||
<li>Suppress selected elements from display at narrow screen (cell phone) width.</li>
|
||||
<li>Edit existing data elements.</li>
|
||||
<li>Set the display order of the data elements.</li>
|
||||
<li>Specify a custom label for each data element, and create translated versions of the data labels for languages you have licensed.</li>
|
||||
<li>Specify any additional data elements you need (custom entities), selecting the tags, indicator values, and subfields to include in each custom entity.</li>
|
||||
<li>Display a "requested" indicator for titles on which the patron has an active, pending, held, shipped, or located hold request. The indicator is a message: <b>You requested this on [date]</b>; the system supplies the date. The indicator can be displayed to logged-in patrons on the search results page, the title screen, the working title list, and saved title lists. The Brief and Full configuration view settings in the profile apply to both search results screens and title lists; that is, when you set the <b>Requested date</b> indicator to display in search results, it will also display in working and saved title lists.</li>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />When enabled, the indicator is displayed only for requests that have been placed in Polaris. The requested indicator does not apply to integrated eContent titles.</p>
|
||||
<li>Copy all these settings from any organization to any other organization. </li>
|
||||
</ul>
|
||||
<p>You can also use the PowerPAC profile <b>Title Display: Number of characters in the Summary (Short)</b> to specify the maximum number of characters of the Summary (Short) field that are displayed in the brief and full search results views for a title in the Polaris PowerPAC. By default, this profile is set to "0", and the number of characters displayed is not limited. When <b>Summary</b> field text exceeds the specified limit, Polaris PowerPAC displays truncated summary text followed by a <b>More</b> link. Users can click <b>More</b> to expand the display to show the entire summary, and click <b>Less</b> to collapse the display again.</p>
|
||||
<p>The Mobile PAC profile <b>Title Display: Configure</b> provides similar flexibility for the Mobile PAC bibliographic results display, and you follow the same procedures to set up the display. <a href="../PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm#XREF_13153_Configuring_the" data-mc-conditions="Primary.Online,Primary.Hidden">See Configuring the Mobile PAC Title Display.</a> For libraries that use Polaris Community Profiles, separate profiles control the PowerPAC and Mobile PAC displays of community information results, and a separate set of data elements is available for your community information displays. <MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm">Configuring the PAC Community Results Display</a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Select_bibliographic_entities_for_display_and_edit_labels.htm#XREF_70980_PowerPAC_Results">Select bibliographic entities for display and edit labels</a>
|
||||
</li>
|
||||
<li><a href="Suppress_entities_from_small_screen.htm">Suppress bibliographic entities from small screen display</a>
|
||||
</li>
|
||||
<li><a href="Displaying_Bound-With_Materials_in_the_PAC.htm">Select bound-with host and constituent links for display in PAC</a>
|
||||
</li>
|
||||
<li><a href="Edit_bibliographic_information_display_order.htm#XREF_39377_Edit_bibliographic">Edit bibliographic information display order</a>
|
||||
</li>
|
||||
<li><a href="Edit_a_bibliographic_entity_definition.htm#XREF_71639_Edit_a">Edit a bibliographic entity definition</a>
|
||||
</li>
|
||||
<li><a href="Define_custom_entities.htm#XREF_13523_Define_custom">Define custom entities</a>
|
||||
</li>
|
||||
<li><a href="Share_a_bibliographic_information_display_configuration.htm#XREF_27613_Share_a">Share a bibliographic information display configuration</a>
|
||||
</li>
|
||||
<li><a href="TitleDispRef.htm">Default Title Display Configuration for PowerPAC - Reference</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+95
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Cross-Reference Display in Browse Search Results</title>
|
||||
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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gtag('js', new Date());
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</head>
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<body>
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||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Cross-Reference_Display_in_Browse_Search_Results.htm">Open topic with navigation</a>
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</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_45511_Cross_Reference"></a>Cross-Reference Display in Browse Search Results</h1>
|
||||
<p><a name="kanchor3191"></a><a name="IX_overview_187"></a><a name="kanchor3192"></a><a name="IX_labels_overview"></a>You specify the labels that identify cross-references in Polaris PowerPAC browse search results. Typical cross-reference labels are <span class="FM_Emphasis">See</span> and <span class="FM_Emphasis">See Also</span>. However, you can specify any text for cross-reference labels.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACBrowseXref_606x262.png" style="width: 606;height: 262;" alt="" />
|
||||
</p>
|
||||
<p>You edit cross-reference labels in the Cross Reference Display Constants policy table, at the system, library, or branch level. Settings from the parent organization are used for the libraries or branches unless you change them at the lower level. The organization level at which the Cross Reference Display Constants table is opened determines the entries you see in the list, and you can view and change entries for the selected organization only. This table can be displayed on an organization workform or with the Administration Explorer. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These System Administration permissions are required to modify this table: <b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify cross reference display constants table: Allow</b>.</p>
|
||||
<p><a name="kanchor3193"></a><a name="IX_editing_cross_reference"></a><a name="kanchor3194"></a><a name="IX_editing_14"></a><a name="kanchor3195"></a><a name="IX_labels_editing"></a>To edit the labels that identify cross-references:</p>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>The cross-reference structure is set up when Polaris is implemented. You cannot add entries to this table or delete entries from it, only modify the text for the cross-reference labels.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Cross Reference Display Constants</b>. The Cross-reference Display Constants table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>The table may be blank at the library or branch level. Click <img alt="btnInsert.gif" style="margin-bottom: -6.000pt;width: 24;height: 22;" id="image51" src="btnInsert_24x22.gif"></img> to copy the entries from a higher level into the table for editing.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">To modify an entry, select the entry and click <img alt="btnUpdate.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image53" src="btnUpdate_28x27.gif" />. The <b>Modify Cross Reference Display Constants</b> dialog box appears. You can change only the <b>Description</b> text for an existing entry. You cannot delete an entry.</li>
|
||||
<li value="3">Click <b>OK</b> on the dialog box.</li>
|
||||
<li value="4">Select <b>File | Save</b> to save any changes.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3196"></a><a name="IX_new_search_on_selection"></a><b>Action when a cross-reference is selected</b> - The PowerPAC profile <b>Perform a new search if a cross-reference is selected</b> controls what happens when a cross-reference is selected. When this profile is set to <b>Yes</b> and a cross-reference is selected in the PAC browse headings index, the display is reset to the new location in the browse headings index. When this profile is set to <b>No</b> and a cross-reference is selected, the browse headings index remains at the same location, but the titles associated with the cross-reference are displayed.</li>
|
||||
<li><a name="kanchor3197"></a><a name="IX_title_count_text_for_See"></a><span class="FM_BulletHead">Text in Titles column for “See” references</span> - The PowerPAC profile <span class="BulletHead">Text: Headings count column for “See From” headings</span> sets the characters that are displayed instead of a title count for a “See” cross-reference entry when no titles are associated with a heading. The default characters are hyphens <b>--</b>, but you can specify any characters.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+96
@@ -0,0 +1,96 @@
|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results|Configuring the PowerPAC Title Display" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Define Custom Entities</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Define_custom_entities.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_13523_Define_custom"></a>Define Custom Entities</h1>
|
||||
<p><a name="kanchor3907"></a><a name="IX_creating_custom_2"></a><a name="kanchor3908"></a><a name="IX_creating_custom_1"></a>Custom entities can be defined at the system level only. To define new entities for display in PAC bibliographic search results:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The maximum number of custom entities that can be defined at one time is 16,383. Internally, custom entities are assigned identifiers in the range of 16,384 and 32,767. The identifier number is displayed in the Entity Properties dialog box, Advanced tabbed page (<b>Entity path</b>).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the permission <b>Modify and create display entities: Allow</b> to do this procedure.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>System</b>, <b>PowerPAC</b> profiles, <b>Title Display: Configure</b> to open the <b>Title Display: Configure</b> dialog box at the system level.</li>
|
||||
<li value="2">Click the new entity icon <img alt="TitleDisplayNewEnt.gif" style="margin-bottom: -6.000pt;width: 26;height: 25;" id="image24" src="TitleDisplayNewEnt_26x25.gif" /> at the top of the Available Entities list. The <b>New Custom Entity</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type a description for the entity. The description identifies the entity in the system, but does not display in PAC. Your description must contain at least one character and no more than 255 characters, and it must be unique within the set of bibliographic entities.</li>
|
||||
<li value="4">Type an initial label for the entity.</li>
|
||||
</ol>
|
||||
<p class="indent2">The label will be displayed in PAC if this entity and its label are both set to display. Labels associated with custom entities do not have default values. The initial label that you specify is created for each language at the system level. You can later edit the label for specific languages; see <a href="Select_bibliographic_entities_for_display_and_edit_labels.htm#XREF_31820_Select">Select bibliographic entities for display and edit labels</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">If this entity is repeatable, select (check) <b>Repeatable</b>.</li>
|
||||
<li value="6">Click <b>OK</b> to save the new entity and close the <b>New Custom Entity</b> dialog box. The <b>Entity Properties</b> dialog box appears.</li>
|
||||
<li value="7">Define the tags, indicators, and subfields for the new entity:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">On the Entity Properties dialog box, click <b>Define Entity</b>.</li>
|
||||
<li value="2">See <a href="Edit_a_bibliographic_entity_definition.htm#XREF_71639_Edit_a">Edit a bibliographic entity definition</a> for editing instructions.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<p><span class="FM_BulletHead">Deleting a custom entity</span> - You cannot delete a custom entity if it is currently used in any display configuration. Select the entity in the <b>Available Entities</b> list and click the delete icon <img alt="TitleDispDelete.gif" style="margin-bottom: -6.000pt;width: 25;height: 23;" id="image26" src="TitleDispDelete_25x23.gif" /> above the list. If the entity is currently in use, a message lists the configurations where it is used.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results|Configuring the PowerPAC Title Display" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Selecting Bound-With Host and Constituent Links for Display in PAC</title>
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Displaying_Bound-With_Materials_in_the_PAC.htm">Open topic with navigation</a>
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</p>
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||||
<div class="nocontent">
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5013"></a>Selecting Bound-With Host and Constituent Links for Display in PAC</h1>
|
||||
<p>Bound-with groups display in the PAC according to the settings in the PowerPAC and Mobile PAC <b>Title Display Configuration</b> profiles in Polaris Administration. The display entities, <b>Constituent link</b> and <b>Host link</b>, are system-generated and display as single strings that wrap, if necessary. The display entities are system-generated and cannot be edited, but the labels can be edited.   </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/TitleDisplayBound_540x318.png" style="width: 540;height: 318;" alt="" />
|
||||
</p>
|
||||
<p>Libraries using bound-with features should be sure to add the display entities to the PAC views (especially brief and full) so PAC users will be able to see why individual titles were retrieved. In addition, they should add both host and constituent links to each view in which they want the linking entries to appear. Only one type of link will appear in any given record, depending on whether it is a host or constituent.</p>
|
||||
<p>The constituent links display as active or “hot” links in on all displays (PowerPAC brief, summary, and full; and Mobile PAC details). The text of the hot links is equal to the value in the $t, $a, and $d equivalent fields (not the $w).</p>
|
||||
<p>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online">See also <a href="../../Cataloging/Cataloging_Bound-With_Materials.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Cataloging Bound-With Materials</span></a>.</MadCap:conditionalText>
|
||||
</p>
|
||||
<h2>Host Title Displays Constituent Links in the PAC</h2>
|
||||
<p>When the host title is displayed in the PAC, the titles bound within the volume display as active links next to the <b>Constituent Part</b> heading.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACConstituentLinks_557x265.png" style="width: 557;height: 265;" alt="" />
|
||||
</p>
|
||||
<p>In the Librarian’s View, the constituent titles are displayed in 774 tags, subfield t.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACConstituentLibrarian_566x276.png" style="width: 566;height: 276;" alt="" />
|
||||
</p>
|
||||
<h2>Constituent Title Displays the Host Link in the PAC</h2>
|
||||
<p>When a user searches for a title that is a constituent in a bound-with group, the constituent title displays at the top level with the host title on the following line next to <b>In</b>. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACConstituentTitle_578x209.png" style="width: 578;height: 209;" alt="" />
|
||||
</p>
|
||||
<p>In the Librarian’s View, the host title is displayed in the 773 tag, subfield t.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACConstituentTitleLibrarian_570x326.png" style="width: 570;height: 326;" alt="" />
|
||||
</p>
|
||||
<h2>Item Display for Bound-With Group in the PAC</h2>
|
||||
<p>In the <b>Availability</b> display, the call number for a constituent title in a bound-with group is taken from the constituent call number tag, unless none has been defined. If a constituent does not have a call number, the host item’s call number is displayed. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACConstituentAvail_611x185.png" style="width: 611;height: 185;" alt="" />
|
||||
</p>
|
||||
<h2>Hold Requests Placed in the PAC</h2>
|
||||
<p>Hold requests are placed on the host volume that contains the constituent titles of the bound-with group. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACConstituentRequest_592x456.png" style="width: 592;height: 456;" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+112
@@ -0,0 +1,112 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Displaying PAC Search Results</title>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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||||
gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Displaying_PAC_Search_Results.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_59622_Setting_Up_the"></a>Displaying PAC Search Results</h1>
|
||||
<p>You can control the information displayed in PAC search results for both bibliographic records and specific items (holdings).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Certain settings described in this unit also affect Mobile PAC. For detailed information about Mobile PAC search results, see <a href="../PDOMobilePAC/Mobile_PAC_Results_Settings.htm#XREF_37369_Mobile_PAC_Results">Mobile PAC Results Settings</a>. Separate settings control the display of community information search results.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configuring the PAC Community Results Display</span></a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>
|
||||
</li>
|
||||
<li><a href="Configuring_the_PowerPAC_Product_Page.htm">Configuring the PowerPAC Product Page</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Recently_Viewed_Titles.htm">Setting Up Recently Viewed Titles</a>
|
||||
</li>
|
||||
<li><a href="Feature_It_Promotions.htm#XREF_25621_Feature_It">Managing Feature It Promotions</a>
|
||||
</li>
|
||||
<li><a href="Setting_PowerPAC_Narrow_Related_Search_Options.htm#XREF_37562_Setting_Related">Setting PowerPAC Narrow/Related Search Options</a>
|
||||
</li>
|
||||
<li><a href="Suppressing_Request_and_Availability_Options.htm">Suppressing Request and Availability Options</a>
|
||||
</li>
|
||||
<li><a href="Cross-Reference_Display_in_Browse_Search_Results.htm#XREF_45511_Cross_Reference">Cross-Reference Display in Browse Search Results</a>
|
||||
</li>
|
||||
<li><a href="Setting_Up_Local_and_System_Availability.htm#XREF_44795_Setting">Setting Up Local and System Availability</a>
|
||||
</li>
|
||||
<li><a href="Sending_Call_Numbers_by_Text_Message.htm#XREF_93756_Sending_Call">Sending Call Numbers by Text Message</a>
|
||||
</li>
|
||||
<li><a href="Suppressing_Items_from_Search_Results.htm#XREF_87532_Suppressing_Items">Suppressing Items from Search Results</a>
|
||||
</li>
|
||||
<li><a href="Naming_Shelf_Locations.htm#XREF_99075_Naming_Shelf">Naming Shelf Locations</a>
|
||||
</li>
|
||||
<li><a href="Highlighting_Titles_with_Local_Items_PowerPAC.htm#XREF_57794_Titles_with_Local">Highlighting Titles with Local Items (PowerPAC)</a>
|
||||
</li>
|
||||
<li><a href="Map_It_Google_Maps_in_PAC.htm#XREF_33615_Map_It_in_Polaris">Map It (Google Maps) in PAC</a>
|
||||
</li>
|
||||
<li><a href="Google_Preview_for_PowerPAC_Search_Results.htm#XREF_85319_Google_Preview_for">Google Preview for PowerPAC Search Results</a>
|
||||
</li>
|
||||
<li><a href="Enabling_PAC_Title_Lists.htm#XREF_88060_Enabling_Polaris">Enabling PAC Title Lists</a>
|
||||
</li>
|
||||
<li><a href="Bulk_Hold_Requests_PowerPAC_Title_Lists.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk Hold Requests from Polaris PowerPAC Title Lists</span></a>
|
||||
</li>
|
||||
<li><a href="Social_Bookmarking_for_Search_Results_AddThis.htm#XREF_44494_Social_Bookmarking">Social Bookmarking for Search Results (AddThis™)</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+213
@@ -0,0 +1,213 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results|Configuring the PowerPAC Title Display" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
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<h1><a name="XREF_71639_Edit_a"></a>Edit a bibliographic entity definition</h1>
|
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<p><a name="kanchor4509"></a><a name="IX_editing_bibliographic_3"></a><a name="kanchor4510"></a><a name="IX_editing_bibliographic_2"></a>At the system level, you can edit the definitions (tags, indicators, subfields) of many bibliographic information display entities. However, the following system-defined entities <span class="FM_Emphasis">cannot</span> be edited:</p>
|
||||
<table style="width: 361.53pt;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" cellspacing="1" class="TableStyle-BlueHeader">
|
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<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Bibliographic call number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Fiction</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary title</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Hold Request Count</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Primary author</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Holdings Note</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Snippet [the brief text string that shows the search terms in context]</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Local Availability (Available Local Item Count and Total Local Item Count)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">System Availability (Available System Item Count and Total System Item Count)</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">OCLC Control Number</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Holdings Statement</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Publication year</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Available Local item Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Retention Statement</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Available System Item Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Total Local Item Count</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Control Number</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Total System Item Count</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Course Reserve Count</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Type of Material</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p>Also note that certain fields are ordinarily displayed as hyperlinks leading to a browse search in PowerPAC (for example, author or subject). However, adding a tag to a materialization rule for that type of data does not automatically cause the field to be displayed as a hyperlink (that is, it is not added to the browse index).  The hyperlink will only occur if the tags, indicator values, and subfields selected for inclusion in the display correspond exactly to the fields that are already included in the browse index.</p>
|
||||
<p>To edit existing entities for display in PAC search results:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the permission <b>Modify and create display entities: Allow</b> to do this procedure.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the system, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Title Display: Configure</b>. The <b>Title Display: Configure</b> dialog box opens. </li>
|
||||
<li value="3">Right-click the entity in the <b>Available entities</b> list and select <b>Properties</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To display an entity for selection, you may need to click the Browse icon<span style="font-size: 11.0pt;"> <img alt="TitleDisplayBrwsIcon00554.gif" style="margin-bottom: -6.000pt;width: 29;height: 27;" id="image18" src="TitleDisplayBrwsIcon00554_29x27.gif" /> </span>at the top of the <b>Available entities</b> list. Select the entity in the Browse Entities dialog box and click <b>Reveal</b> to add the entity to the <b>Available entities</b> list. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">On the Entity Properties dialog box, click <b>Define Entity</b>. The <b>Entity Definition</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="TitleDisplayEntityDef.gif" style="margin-bottom: 0.000pt;width: 314;height: 184;" id="image19" src="TitleDisplayEntityDef_314x184.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To add a new tag to the entity, click the ellipsis button in the <b>Tags </b>column.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="TitleDisplayEntTagOpen.gif" style="margin-bottom: 0.000pt;width: 299;height: 175;" id="image20" src="TitleDisplayEntTagOpen_299x175.gif" /> </p>
|
||||
<p class="indent2">The <b>Tag Picker</b> dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="TitleDisplayTagPckr.gif" style="margin-bottom: 0.000pt;width: 249;height: 214;" id="image21" src="TitleDisplayTagPckr_249x214.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select a tag or multiple tags:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To select one tag, click it in the grid, and then click <b>Enable</b>.</li>
|
||||
<li>To select a contiguous range of tags, enter the beginning and ending tags in the <b>Select range</b> box, and click the <b>+</b> button to highlight the tags in the grid.  Then click <b>Enable</b>.</li>
|
||||
<li>To select a non-contiguous set of tags, press <b>CTRL+click</b> to select the tags in the grid, and then click <b>Enable</b>.</li>
|
||||
<li>To save your changes and close the dialog box, click <b>OK</b>. The Entity Definition dialog box is displayed.</li>
|
||||
</ul>
|
||||
<ol start="7">
|
||||
<li value="7">To select indicator values, click the ellipsis button in the <b>Ind1 </b>or <b>Ind2 </b>column.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="TitleDisplayIndCdOpen.gif" style="margin-bottom: 0.000pt;width: 314;height: 119;" id="image22" src="TitleDisplayIndCdOpen_314x119.gif" /> </p>
|
||||
<p class="indent2">The <b>Code Picker</b> dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="TitleDisplayCdPckr.gif" style="margin-bottom: 0.000pt;width: 330;height: 147;" id="image23" src="TitleDisplayCdPckr_330x147.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select an indicator value or multiple indicator values:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To select an indicator value, click it in the grid, and then click <b>Enable</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The dot character in the upper left corner of the Code Picker grid indicates a space.</p>
|
||||
<ul type="disc">
|
||||
<li>To select a contiguous range of indicator values, enter the beginning and ending values in the <b>Select range</b> box, and click the <b>+</b> button to highlight the values in the grid.  Then click <b>Enable</b>.</li>
|
||||
<li>To select a non-contiguous set of values, press <b>CTRL+click</b> to select the values in the grid, and then click <b>Enable</b>.</li>
|
||||
<li>To save your changes and close the Code Picker dialog box, click <b>OK</b>. The <b>Entity Definition</b> dialog box is displayed.</li>
|
||||
</ul>
|
||||
<ol start="9">
|
||||
<li value="9">To select subfields, click the ellipsis button in the Subfields column to display the <b>Code Picker</b> dialog box, and follow the same steps you used to select the indicator values. See step 8.</li>
|
||||
<li value="10">When all the tags, indicators and subfields are defined for the entity, click <b>Apply</b> to permanently save your work and keep the <b>Entity Definition</b> dialog open, or click <b>OK</b> to permanently save your work and close the dialog box.</li>
|
||||
</ol>
|
||||
<p>Use the <b>Change Labels</b> dialog box to edit labels. See <a href="Select_bibliographic_entities_for_display_and_edit_labels.htm#XREF_31820_Select">Select bibliographic entities for display and edit labels</a>.</p>
|
||||
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<h1><a name="XREF_39377_Edit_bibliographic"></a>Edit bibliographic information display order</h1>
|
||||
<p><a name="kanchor5622"></a><a name="IX_setting_display_order_3"></a><a name="kanchor5623"></a><a name="IX_setting_display_order_2"></a>To insert a zone separator or set the entity display order:</p>
|
||||
<ol>
|
||||
<li value="1">Open the <b>Title Display Configure</b> dialog box if it not already open, and select the view you want to arrange. See <a href="Select_bibliographic_entities_for_display_and_edit_labels.htm#XREF_31820_Select">Select bibliographic entities for display and edit labels</a>.</li>
|
||||
<li value="2">To insert a zone separator:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">In the <b>Display these entities</b> list, select the entity that should appear just below the new zone separator.</li>
|
||||
<li value="2">Right-click and select <b>Create Zone</b> from the context menu, or click the Create Zone icon <img alt="TitleDisplayCreateZoneIcon.gif" style="width: 28;height: 18;" id="image13" src="TitleDisplayCreateZoneIcon_28x18.gif" class="imginline" /> at the top of the <b>Display these entities</b> list.</li>
|
||||
</ol>
|
||||
<ol start="3">
|
||||
<li value="3">To remove an existing zone separator, select it, right-click and select <b>Drop Zone</b>, or click the Drop Zone icon <img alt="TitleDisplayDrZnIcon.gif" style="width: 27;height: 18;" id="image14" src="TitleDisplayDrZnIcon_27x18.gif" class="imginline" />.</li>
|
||||
<li value="4">To change the order in which the entities and zone separators are displayed, select the entity or zone separator and click the up or down arrow buttons at the top of the <b>Display these entities</b> list.</li>
|
||||
<li value="5">To suppress the field label (but not the entity itself) from the PAC display, select the data element in the <b>Display these entities</b> list, right-click, and select <b>Show/Hide Label</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In the <b>Display these entities</b> list, the label icon <img alt="TitleDisplayLblIcon.gif" style="width: 24;height: 18;" id="image16" src="TitleDisplayLblIcon_24x18.gif" class="imginline" /> indicates that the label is currently set to be shown.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Save or cancel your work in the <b>Title Display Configure </b>dialog box:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To remove any changes that have not been applied and close the dialog box, click <b>Cancel</b>.</li>
|
||||
<li>To remove any changes that have not been applied and keep the dialog box open, click <b>Reset</b>.</li>
|
||||
<li>To permanently save changes and keep the dialog box open, click <b>Apply</b>.</li>
|
||||
<li>To permanently save changes and close the dialog box, click <b>OK</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After saving your changes, use Polaris Language Editor (WebAdmin) to reload PowerPAC. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>.</p>
|
||||
</div>
|
||||
</div>
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|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
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|
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<table style="width: 100%;">
|
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<col />
|
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<tbody>
|
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Enabling_PAC_Title_Lists.htm">Open topic with navigation</a>
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<h1><a name="XREF_88060_Enabling_Polaris"></a>Setting Up PAC Title Lists</h1>
|
||||
<p><a name="kanchor3084"></a><a name="IX_enabling_in_Polaris_3"></a>PAC users can place titles selected from their search results in a formatted title list that can be printed, saved, or sent by email. List formats include Brief Bibliographic, Full Bibliographic, Chicago Manual of Style, and APA. </p>
|
||||
<p>As the user selects titles from search results, they are placed in a working list that is displayed in the dashboard.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACAddToMyList.png" alt="" />
|
||||
</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACWorkingListDash.png" alt="" />
|
||||
</p>
|
||||
<p>In Polaris PowerPAC, the working list remains in the dashboard for the duration of the session. (For details about title list features in Mobile PAC, see <a href="../PDOMobilePAC/Title_Lists_in_Mobile_PAC.htm#XREF_29838_Title_Lists_in">Title Lists in Mobile PAC</a>). Working title lists are limited to 100 titles. When the user tries to add more, the system displays a message advising the user to save the list. The example shows a portion of a working list when the user has clicked or tapped <b>Show list details</b>.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACWorkingListDetails_673x394.png" style="width: 673;height: 394;" alt="" />
|
||||
</p>
|
||||
<p>Registered library patrons can create and save multiple title lists in association with their patron accounts. Whenever patrons log in, they can see and work with their saved lists. The example shows a portion of the dashboard for a logged-in patron with saved title lists.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACSavedListsDashboard.png" alt="" />
|
||||
</p>
|
||||
<p>For more information:</p>
|
||||
<ul>
|
||||
<li><a href="#Selectin" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Selecting Multiple Titles in a List</span></a>
|
||||
</li>
|
||||
<li><a href="#Paging" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Paging Title Lists</span></a>
|
||||
</li>
|
||||
<li><a href="#Sorting" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Sorting Title Lists</span></a>
|
||||
</li>
|
||||
<li><a href="#Printing" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Printing and Emailing Title Lists</span></a>
|
||||
</li>
|
||||
<li><a href="#Availabi" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Availability Information in Title Lists</span></a>
|
||||
</li>
|
||||
<li><a href="#Setting" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Title List Functions</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="Selectin"></a>Selecting Multiple Titles in a List</h2>
|
||||
<p>In working and saved lists, the user can check multiple titles and move or copy them from a working list to a saved list or among saved lists, and print, email, or save to disk any list pages, as well as email the entire list. The user can also check single or multiple titles to place hold requests on the selected title or titles. if you choose to enable this feature (see <a href="Bulk_Hold_Requests_PowerPAC_Title_Lists.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk Hold Requests from Polaris PowerPAC Title Lists</span></a>).</p>
|
||||
<p>A <b>Select Page</b> check box is available at the top and bottom of the title list page in Polaris PowerPAC. When you select this check box, all titles on the current page are checked. A <b>Remove from list</b> button is also available for individual titles on working and saved title lists when displayed in Brief Bibliographic or Full Bibliographic format. You can click or tap <b>Remove from list</b> to remove a single title without first selecting the check box.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACListSelectPage.png" alt="" />
|
||||
</p>
|
||||
<p>The user clicks or taps the appropriate button at the bottom of the page to take action on the selected titles.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACListBottomButtons.png" alt="" />
|
||||
</p>
|
||||
<h2><a name="Paging"></a>Paging Title Lists</h2>
|
||||
<p>PowerPAC title lists offer paging. The user can choose to display 10 (the default), 20, 30, 50, or 100 titles per page from a drop-down control at the top or bottom of the list. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACListPages.png" alt="" />
|
||||
</p>
|
||||
<p>Paging controls are available at the bottom of multi-page lists.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACListPagingControl_656x98.png" style="width: 656;height: 98;" alt="" />
|
||||
</p>
|
||||
<h2><a name="Sorting"></a>Sorting Title Lists</h2>
|
||||
<p>The user can sort the brief and full views of working and saved title lists by date added to list (the default), author, publication date, or title. When you select a new sort order, the entire list is sorted even if it extends to multiple pages; the page refreshes and you return to the first page of the list. The selected sort order is retained in the output file when you select print, email list, or save to disk. When a logged-in patron selects a sort order in a saved title list, the sort order is retained the next time the patron logs in, and any titles added to the saved list are correctly sorted for that list.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACListSort.png" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you select the Chicago Manual of Style or APA format, the list is sorted according to the rules of those style guides, and that order is retained in the output file for print, email, or save to disk. If you switch back to the brief or full view, the sorting order is the one most recently selected for those views.</p>
|
||||
<h2><a name="Printing"></a>Printing and Emailing Title Lists</h2>
|
||||
<p>When you click or tap <b>Printer Friendly</b> or <b>Email List</b> on a working or saved title list, titles from the current list page are displayed in the printer-friendly view. You can click or tap <b>Print Page</b>, <b>Save Page to Disk</b>, or <b>Email Page to</b> to take action on the current page, or select <b>Email all to</b>, which emails the entire list to the designated address. Very long emails may exceed system or email service limits that prevent successful delivery. In this case, the system displays an alert message. The user can click or tap <b>OK</b> to close the alert and send the email, or <b>Cancel</b> to return to the title list. The user can then select a different display format, or select fewer titles.</p>
|
||||
<h2><a name="Availabi"></a>Availability Information in Title Lists</h2>
|
||||
<p>Availability counts and availability details on working and saved title lists are automatically updated to reflect real-time data whenever the user displays the list. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />As in previous versions of Polaris, availability details are available only on the working list.</p>
|
||||
<p>When availability counts on the brief and full displays for the connected branch are set to display (PowerPAC profile - <b>Title Display: Configure</b>), the counts on working and saved title lists reflect real-time data when the patron displays the title list page. The counts are refreshed when the patron takes any action that refreshes the page; for example, leaving the page and returning; paging through a multi-page list; changing the sort order; changing the list format.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACListAvailCounts.png" alt="" />
|
||||
</p>
|
||||
<p>When availability details on the brief and full displays for the connected branch are set to display (PowerPAC profile - <b>Title Display: Configure</b>), the working list displays the details when the patron selects <b>Local Availability</b> or <b>System Availability</b> from the <b>Include Availability</b> drop-down list. Availability details are also updated in real time when the patron takes any action that refreshes the page. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACListAvailDetails.png" alt="" />
|
||||
</p>
|
||||
<h2><a name="Setting"></a>Setting Up Title List Functions</h2>
|
||||
<p>To set up title list functions in Polaris PowerPAC and Mobile PAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Title List: Enable</b>, and select <b>Yes</b>.</li>
|
||||
<li value="3"><a name="kanchor3085"></a><a name="IX_title_lists_from_Polaris"></a>To allow patrons to send title lists by email, double-click <b>Title List: Email</b>, and select <b>Yes</b>.</li>
|
||||
<li value="4">To allow patrons to print title lists, double-click <b>Title List: Print</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This setting does not apply to Mobile PAC. See <a href="../PDOMobilePAC/Title_Lists_in_Mobile_PAC.htm#XREF_29838_Title_Lists_in">Title Lists in Mobile PAC</a> for details about Mobile PAC title list features.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To allow patrons to save title lists to a computer drive or disk, double-click <b>Title List: Save</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This setting does not apply to Mobile PAC. See <a href="../PDOMobilePAC/Title_Lists_in_Mobile_PAC.htm#XREF_29838_Title_Lists_in">Title Lists in Mobile PAC</a> for details about Mobile PAC title list features.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File | Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information
|
||||
</h4>
|
||||
<ul>
|
||||
<li><b>Bulk holds</b> - You can allow patrons to place hold requests on one or more titles directly from a working or saved title list in PowerPAC. See <a href="Bulk_Hold_Requests_PowerPAC_Title_Lists.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk Hold Requests from Polaris PowerPAC Title Lists</span></a></li>
|
||||
<li><b>Requested indicator</b> - You can display a "requested" indicator in Polaris PowerPAC and Mobile PAC title lists for titles on which the patron has an active, pending, held, shipped, or located hold request. The indicator is a message: <b>You requested this on [date]</b>; the system supplies the date. See <a href="Configuring_the_PowerPAC_Title_Display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configuring the PowerPAC Title Display</span></a> and <a href="../PDOMobilePAC/Configuring_the_Mobile_PAC_Title_Display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configuring the Mobile PAC Title Display</span></a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
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<col style="width: 50%;" />
|
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<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Feature_It_Promotions.htm">Open topic with navigation</a>
|
||||
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|
||||
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_25621_Feature_It"></a>Managing Feature It Promotions</h1>
|
||||
<p><a name="kanchor5003"></a><a name="IX_display_in_PAC_3"></a><a name="kanchor5004"></a><a name="IX_promotions_display_in"></a>Libraries can use Feature It to generate awareness of relevant resources that might otherwise go undiscovered in the public access catalog or in the community. With Feature It, you can promote library materials, web resources, and/or community organizations and events in the context of specific search results, similar to “You might also like” features on many popular web sites. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Feature It and Community Profiles are available by separate licenses. </p>
|
||||
<p>Use the Cataloging Promotions function in the staff client to select resources to feature, and to specify the conditions under which they will be featured.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Cataloging/PKpromo/Managing_Promotions.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Promotions</span></a>.</MadCap:conditionalText></p>
|
||||
<p>Once promotions are set up, when one or more of the PowerPAC user’s search terms (16 words maximum) match the triggers and filters associated with one or more promotion records, promotion links are displayed in a position you specify on the PowerPAC search results screen. A maximum of 8 promotion links can be displayed. If more than 8 promotion links match the user’s search terms, a relevancy ranking formula is applied to select those most relevant to the user’s search terms. (Relevancy is based on the words entered as triggers in the promotion record, not on the metadata in the featured resource records.)</p>
|
||||
<p>The example shows promotion links for community resources on the dashboard, and library material promotion links at the top of the search results list.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACFeaturedDashResults_531x318.png" style="width: 531;height: 318;" alt="" />
|
||||
</p>
|
||||
<p>For bibliographic searches, promotions may be displayed for keyword, phrase, exact, advanced, and Boolean searches by one of the following access points (<b>Search by</b>): <b>Any field</b>, <b>Author</b>, <b>General notes</b>, <b>Publisher</b>, <b>Series</b>, <b>Subject</b>, <b>Title</b>. Promotions are not available for course reserve searches or browse searches. However, when the user selects a heading in a browse search headings list, promotions are displayed along with the titles associated with the heading. The selected heading is considered to be the user’s search term when determining which promotions to display.</p>
|
||||
<p>Promotions are also available for community keyword searches by one of the following access points: <b>Any Field</b>, <b>Organization Name</b>, <b>Event Name</b>, <b>Services available</b>, <b>Subject</b>, <b>Notes</b>. Promotions are not available for community browse searches, but when the user selects a heading in community browse results, promotions are displayed along with the records associated with the heading. As with bibliographic browse results, the selected heading is considered to be the user’s search term when determining which promotions to display.</p>
|
||||
<p>When the user clicks a promotion for a bibliographic record, a deep link to the catalog, or a community/event record, a search is launched for the appropriate bibliographic or community/event record, and the record is displayed in the PowerPAC results list. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACFeaturedOrgLink_520x233.png" style="width: 520;height: 233;" alt="" />
|
||||
</p>
|
||||
<p>When the user clicks a promotion link that is a URL for an external resource, a new browser window opens.</p>
|
||||
<p>You can enable Feature It for library materials and web resources, community profile and event information (if licensed), or both, setting a separate display placement for each or presenting all promotions in one merged list. In the PAC display, the library icon <img alt="LibraryIcon.gif" style="margin-bottom: -6.000pt;width: 24;height: 24;" id="image34" src="LibraryIcon_24x24.gif" /> indicates bibliographic materials. The briefcase icon <img alt="BriefcaseIcon.gif" style="margin-bottom: -6.000pt;width: 25;height: 26;" id="image35" src="BriefcaseIcon_25x26.gif" /> indicates community information. </p>
|
||||
<p>For library (bibliographic) material, the list header is <b>You might also like these library materials and web pages</b>. For community information, the list header is <b>You might also like these community resources</b>. For a merged list, the header is <b>You might also like</b>. You can edit the headers in Polaris Language Editor (WebAdmin). The language string IDs are:</p>
|
||||
<ul type="disc">
|
||||
<li>Bibliographic materials - <b>PACML_PACFEATURE_DASHHEAD</b></li>
|
||||
<li>Community information - <b>PACML_CIPACFEATURE_DASHHEAD</b></li>
|
||||
<li>Merged list - <b>PACML_FEATURE_DASHHEAD</b></li>
|
||||
</ul>
|
||||
<p><a name="kanchor5005"></a><a name="IX_setup_6"></a><a name="kanchor5006"></a><a name="IX_setup_5"></a>In the staff client, use the Cataloging Promotions workform to set up promotions for specific resources<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Cataloging/PKpromo/Managing_Promotions.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Promotions</span></a>).</MadCap:conditionalText> To specify how the promotions are displayed in Polaris PowerPAC:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set Feature It display options at the system, library, or branch level. The system uses the settings for the PowerPAC connection organization.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Feature It: Screen display options</b>. The <b>Feature It: Screen display options</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="FeatureItSA.gif" style="width: 148.652pt;height: 130.841pt;margin-bottom: 0.000pt;" id="image36" src="FeatureItSA.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To set up Feature It for library materials and web resources:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select (check) <b>Enable Feature It for library materials and web pages</b>.This setting enables promotion links for library materials and featured URLs when the user searches for either bibliographic records or community information.</li>
|
||||
<li value="2">Select the promotion placement on the search results screen. You can select <b>Dashboard area</b>, <b>Beginning of search results</b>, or <b>End of search results</b>.</li>
|
||||
</ol>
|
||||
<ol start="4">
|
||||
<li value="4">To set up Feature It for community information:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select (check) <b>Enable Feature It for community profiles</b>. This setting enables promotion links for community information when the user searches for either bibliographic records or community information.</li>
|
||||
<li value="2">Select the promotion placement on the search results screen. You can select <b>Dashboard area</b>, <b>Beginning of search results</b>, or <b>End of search results</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Community Profiles is a separately licensed feature.</p>
|
||||
<ol start="5">
|
||||
<li value="5">To display library materials and community profile information in one list:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Enable both options and choose the same display position for both. See steps 3 and 4.</li>
|
||||
<li value="2">Select (check) <b>Display library and community resources in a single merged list</b>.</li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">If you have selected <b>Dashboard area</b> as the placement for an enabled Feature It option, set the maximum number of promotion links to show in an unexpanded dashboard list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The maximum (and default) value is 8 promotion links. Since this list can occupy considerable dashboard space at the top of the dashboard, forcing the user to scroll to see search filters and related searches, you might want to set the value to a lower number. In this case, the dashboard list displays a <b>more</b> link when appropriate. The user can click <b>more</b> to expand the list (up to 8 links) and <b>less</b> to collapse it. If you set this value to 0, the list is completely collapsed and the user must click a plus sign to expand it.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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</body>
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</html>
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||||
+87
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<!DOCTYPE html>
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||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Google Preview for PowerPAC Search Results</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Google_Preview_for_PowerPAC_Search_Results.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
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||||
<h1><a name="XREF_85319_Google_Preview_for"></a>Google Preview for PowerPAC Search Results</h1>
|
||||
<p><a name="kanchor1090"></a><a name="IX_Google_Preview_in_search"></a><a name="kanchor1091"></a><a name="IX_in_PowerPAC_search"></a>Google Preview is a book viewer for every book that has a preview in Google Book Search. You can offer Google Preview for titles in the brief search results list, on the product page (full display) for a title, or in both locations. The Google Preview button is displayed only for titles with an ISBN match that have Google previews. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />On rare occasions, a match is found but Google Preview fails to load when the user clicks the Google Preview button. Polaris PowerPAC displays the following message in this situation: <b>Google Preview is not available for this title at this time.</b></p>
|
||||
<p>The illustration shows the Google Preview button on the title product page.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACGooglePreview1_559x315.png" style="width: 559;height: 315;" alt="" />
|
||||
</p>
|
||||
<p>When you click the Google Preview button, the preview is displayed in a lightbox window (desktop computer or tablet) or full screen on a new browser tab (phone). The Preview controls are available to page through the preview.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACGooglePreview2_525x351.png" style="width: 525;height: 351;" alt="" />
|
||||
</p>
|
||||
<p>Use the PowerPAC profiles <b>Google Preview: Enable on search results pages</b> and <b>Google Preview: Enable on full display</b> to enable this feature in the brief search results and the product page for a title respectively. The profiles are available on the system, library, or branch level and are set to <b>Yes</b> by default.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You do not need any kind of Google account ID to enable this feature, but Google’s terms of service document states that you cannot alter the Google Preview button image. For details, go to<br /> <b>https://developers.google.com/books/branding</b></p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the PAC browser session is run directly on the PAC server, the following domain must be open for Google Preview to work properly:<br />Port 80: www.google.com</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
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<col />
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<tbody>
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<tr>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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+80
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|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_57794_Titles_with_Local"></a>Highlighting Titles with Local Items (PowerPAC)</h1>
|
||||
<p><a name="kanchor2477"></a><a name="IX_titles_with_local_items"></a><a name="kanchor2478"></a><a name="IX_highlight_titles_with"></a>In Polaris PowerPAC search results, you can choose to highlight titles that have at least one local item. The items considered to be local are based on the connection organization’s settings in the Item Availability Display Order policy table (see <a href="Set_up_the_local_system_item_availability_display.htm#XREF_21672_Add_a_Item">Set up the local/system item availability display</a>). This setting can help patrons quickly see the titles with locally owned items. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACHighlightTitle.png" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the connection organization is the system, or if only one local library or branch is defined as a connection organization, no titles are highlighted<br /></p>
|
||||
<p>Use the PowerPAC profile <b>Highlight local items in matching title view</b> to control whether these titles are highlighted. The profile is available at the system, library, and branch levels. To highlight local items, set the profile to <b>Yes</b>. The default setting is <b>No</b> (do not highlight).</p>
|
||||
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|
||||
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|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<tr>
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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||||
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||||
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Map It (Google Maps) in PAC</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Map_It_Google_Maps_in_PAC.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_33615_Map_It_in_Polaris"></a>Map It (Google Maps) in PAC</h1>
|
||||
<p><a name="kanchor4493"></a><a name="IX_in_PAC_overview_1"></a><a name="kanchor4494"></a><a name="IX_in_PAC_overview"></a>Using the JavaScript interface provided by Google Maps™, Polaris PowerPAC and Mobile PAC offer a Map It feature that provides a visual guide to the location of items linked to titles in the patron’s search results list. The Map It feature offers all the zoom, pan, satellite and map imagery available on Google’s hosted mapping site.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the PAC browser session is run directly on the PAC server, the following domain must be open for Google Maps to work properly:<br />Port 80: maps.google.com</p>
|
||||
<p>When the patron clicks or taps <b>Map It</b> in the title product page (full display), a map displays bubble markers for branch locations that have linked items.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For a description of the Map It display in Mobile PAC, see <a href="../PDOMobilePAC/Mobile_PAC_Results_Settings.htm#XREF_53591_Map_It">Title Link: Map It</a>.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/PACMapItDrawer.png" alt="" />
|
||||
</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/PACMapItBubbles.png" alt="" />
|
||||
</p>
|
||||
<p>On a desktop computer, the patron can place the cursor over a marker bubble to see the branch name.</p>
|
||||
<p class="indent">
|
||||
<img alt="MapItHoverName.gif" style="width: 109.520pt;height: 49.039pt;margin-bottom: 0.000pt;" id="image73" src="MapItHoverName.gif" /> </p>
|
||||
<p>Click or tap the branch marker to see the branch’s address and hours.</p>
|
||||
<p class="indent">
|
||||
<img alt="MapItHours.gif" style="margin-bottom: 0.000pt;width: 340;height: 198;" id="image74" src="MapItHours_340x198.gif" /> </p>
|
||||
<p>When you click or tap <b>Get Directions</b> in the hours window, you can get directions to the branch from any address. You enter the address and click or tap <b>Go!</b>. (If the patron is logged in, the primary address from the patron record is already filled in for convenience, but it can be changed.)</p>
|
||||
<p class="indent">
|
||||
<img alt="MapItDirections.gif" style="width: 255.759pt;height: 188.560pt;margin-bottom: 0.000pt;" id="image75" src="MapItDirections.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>No separate fees are required to enable Map It in Polaris PowerPAC, either by Google or Innovative Interfaces. However, to comply with Google’s terms of free use, the mapping feature must be accessible on the public Internet to any user; no private Intranet use is allowed without paying Google for the service. Also, public users of the service must not be charged any fee to use it. For details, see<br />http://code.google.com/apis/maps/terms.html</p>
|
||||
<p>For general information about Map It, see:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_81000_PowerPAC_Map_It">PowerPAC Map It Option Display</a>
|
||||
</li>
|
||||
<li><a href="#XREF_56457_Marker_Display">Marker Display</a>
|
||||
</li>
|
||||
<li><a href="#XREF_68277_Hours_Display">Hours Display</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For instructions on setting up Map It, see:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_Map_It_for_PowerPAC_and_or_Mobile_PAC.htm#XREF_65045_Set_up_Map_It_for">Set up Map It for PowerPAC and/or Mobile PAC</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="XREF_81000_PowerPAC_Map_It"></a>PowerPAC Map It Option Display</h2>
|
||||
<p>The Map It drawer is displayed for any title in a results set whose <b># system items</b> count in the PAC brief display is greater than 0. For more information about <b># system items</b>, see <a href="Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>. The Map It button does not appear for any title whose <b># system items </b>is 0, even when Google Maps is enabled for the connection organization. </p>
|
||||
<p>The PAC profile <b>Suppress availability and requests</b> also controls whether the Map It drawer appears. If the bibliographic record meets the criteria for suppression as specified in this profile, the Map It option does not appear. For more information about these settings, see <a href="Suppressing_Request_and_Availability_Options.htm#XREF_75202_Suppressing">Suppressing Request and Availability Options</a>.</p>
|
||||
<h2><a name="XREF_56457_Marker_Display"></a>Marker Display</h2>
|
||||
<p>The map displays markers for every branch that has at least one item for that title (that is, <b># local items </b>is greater than 0).<b> </b>Default markers for branches that have items that are currently in are orange and display the number of copies in, while blue markers indicate branches that have no copies currently in. “In” is defined using the same rules that govern the <b># local items in</b> count in the PAC brief display (see <a href="Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>). Non-circulating items are included in the availability counts, so an orange marker does not necessarily mean that an item can circulate outside the library. A text key explains the meaning of the markers.</p>
|
||||
<p class="indent">
|
||||
<img alt="MapItKey.gif" style="margin-bottom: 0.000pt;width: 297;height: 98;" id="image76" src="MapItKey_297x98.gif" /> </p>
|
||||
<p>You can edit the explanatory text and the label on the Map It “drawer” itself with Polaris Language Editor (WebAdmin). Polaris provides a set of stock marker images in <b>/Themes/Shared/Map/Pins/</b>, so you can specify different marker shapes and colors.</p>
|
||||
<h2><a name="XREF_68277_Hours_Display"></a>Hours Display</h2>
|
||||
<p>When the patron clicks a map marker, details about the availability counts at that branch as well as address, phone, and hours open that day are listed. The details window uses the settings for the Polaris PowerPAC Hours page. For details, see <a href="../PDOpower/Set_Polaris_PowerPAC_features_on_the_menu_bar.htm#XREF_61605_Set_Polaris">Set Polaris PowerPAC features on the menu bar</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
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|
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</tbody>
|
||||
</table>
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||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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|
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|
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</html>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Naming Shelf Locations</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Naming_Shelf_Locations.htm">Open topic with navigation</a>
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<h1><a name="XREF_99075_Naming_Shelf"></a>Naming Shelf Locations</h1>
|
||||
<p><a name="kanchor300"></a><a name="IX_overview_190"></a><a name="kanchor301"></a><a name="IX_displaying_in_PAC_9"></a><a name="kanchor302"></a><a name="IX_overview_189"></a>If the PAC profile <b>Item Availability: Display shelf location</b> is set to <b>Yes</b>, the Availability view in the PAC displays the shelf location of an item, as specified by the setting in the <b>Shelf Location</b> box on the Item Record workform. Each branch can have its own shelf location descriptions. Typically, shelf locations are names of the various areas where items are currently shelved, such as the New Books Shelf, the Display Case, or the Atlas Stand.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also define collections in Polaris. For example, a branch may have collections named Genealogy, Non-Fiction, Children, and Reference. Any collection you define can be shown, along with call number and shelf location, in the Availability view in the PAC. Shelf locations are not related to collections, and you do not need to define collections to use shelf locations.</p>
|
||||
<p>Entries in the Shelf Locations database table determine the branch’s shelf location options in an item record. You can open the table from the system, library, and branch levels, but entries are branch-specific. Shelf locations are not inherited or shared from the parent organizations. If you open the table at the system level, you can view, add, and change shelf locations for any branch. If the table is opened at the library level, you can view, add, or change shelf locations for the branches in the selected library. If the table is opened at the branch level, you can view, add, or change entries for the specific branch.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These System Administration permissions are required to modify this table: <b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify shelf locations table: Allow</b>.</p>
|
||||
<p><a name="kanchor303"></a><a name="IX_setting_up_25"></a><a name="kanchor304"></a><a name="IX_adding_entries_21"></a>To define shelf location options for an organization’s item records:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Database Tables</b> folder for the organization, and select <b>Shelf Locations</b>. The Shelf Locations table appears in the details view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To better manage memory, a program-defined row limit determines whether this table can be opened at a specific organizational level. For example, if the table is opened at the system level and would require more than the limit (comprising entries from all branches) to be loaded, you will see a message advising you to open the table at a lower organizational level.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ShelfLocTabl.gif" style="width: 313.040pt;height: 187.040pt;margin-bottom: 0.000pt;" id="image66" src="ShelfLocTabl.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00558.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image67" src="btnInsert00558_28x27.gif" /> to display the <b>Shelf Locations</b> dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dShelfLocInDx.gif" style="margin-bottom: 0.000pt;width: 269;height: 82;" id="image68" src="dShelfLocInDx_269x82.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the branch that needs the shelf location in the Organization list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the Shelf Locations policy table is opened at the branch level, only that branch name is displayed in the Organization list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the shelf location in the <b>Description</b> box, and click <b>OK</b>. The new entry is displayed in the Shelf Locations database table for the selected branch. <b>Modification pending</b> appears in the status bar.</li>
|
||||
<li value="5">Repeat steps 2-4 until you have listed all shelf locations for the branch.</li>
|
||||
<li value="6">Select <b>File | Save</b>.</li>
|
||||
</ol>
|
||||
<h4><a name="XREF_68447_Related_Topics"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor305"></a><a name="IX_modifying_entries_24"></a><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <span style="font-weight: bold;"><img alt="btnUpdate00559.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image69" src="btnUpdate00559_28x27.gif" />. </span>You can change only the description for an existing shelf location entry. Your changes should be limited to correcting spelling unless the location name has changed; for example, the <span class="FM_Emphasis">Children’s Reading Room</span> officially becomes the <span class="FM_Emphasis">Young Readers’ Center</span>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important: <br /></b>Changes to a shelf location description are applied to all item records that used the original description of the entry.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Delete an entry</span> - Select the entry and click <span style="font-weight: bold;"><img alt="btnDelete00560.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image70" src="btnDelete00560_28x27.gif" />.</span></li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important: <br /></b>You cannot delete a shelf location description if it is used by any item record in Polaris. Use the Bulk Change tool on the Record Set workform to change the shelf location on item records that use the entry, so you can delete the entry. </p>
|
||||
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|
||||
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|
||||
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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||||
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|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>One-Click Hold Requests from Polaris PowerPAC Search Results</title>
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/One_Click_Hold_Requests.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1>One-Click Hold Requests from Polaris PowerPAC Search Results</h1>
|
||||
<p><a name="kanchor2080"></a>Patrons who are signed in can place title-level hold requests with one click in Polaris PowerPAC. When you enable this feature, the <b>One-Click Request</b> button is displayed on search results pages and on full display pages for single titles, as shown in the following examples:</p>
|
||||
<p style="text-align: center;">
|
||||
<img src="../../../Resources/Images/OneClickResultsList.png" alt="" />
|
||||
</p>
|
||||
<p style="text-align: center;">
|
||||
<img src="../../../Resources/Images/OneClickFullDisplay.png" alt="" />
|
||||
</p>
|
||||
<p>The activation date for a one-click request is set to the current date. </p>
|
||||
<p>To set the request pickup location, the system checks to determine whether:</p>
|
||||
<ul>
|
||||
<li>The patron has specified a preferred pickup location.</li>
|
||||
<li>The patron's preferred pickup location (if one exists) has been excluded via the <b>Hold options</b> > <b>Pickup</b> > <b>Pickup branches to exclude in PAC when creating requests</b> setting in Polaris Administration.</li>
|
||||
<li>The patron's registered branch has a default pickup branch specified via the <b>Hold options</b> > <b>Requests</b> > <b>Default pickup branch</b> setting in Polaris Administration.</li>
|
||||
</ul>
|
||||
<p>The table below describes the logic that the system uses to determine the pickup location for the one-click request.</p>
|
||||
<table class="TableStyle-BlueHeader" cellspacing="1" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 25%;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 25%;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 25%;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 25%;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Does the patron have a preferred pickup location?</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Is the preferred pickup location excluded?</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="TableBody">Does the patron's branch have a default pickup branch?</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="TableBody">Pickup location</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">N/A</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Patron's preferred pickup location</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Default pickup branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Patron's registered branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">N/A</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Yes</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Default pickup branch</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">N/A</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">No</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">Patron's registered branch</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p><a name="kanchor2081"></a>If the request is successfully placed, the system displays a confirmation message:</p>
|
||||
<p style="text-align: center;">
|
||||
<img src="../../../Resources/Images/OneClickAckToast.png" alt="" />
|
||||
</p>
|
||||
<p>You can edit the confirmation message in Polaris Language Editor (Web Admin Tool). The string ID for the message is <b>PACML_1CLICKHOLD_SUCCESS</b>. The patron can click or tap <b>View My Requests</b>on the confirmation message to go to the Requests page of the patron account. The string ID for the <b>View My Requests</b> link is <b>PACML_1CLICKHOLD_SUCCESS_LINK</b>.</p>
|
||||
<p>Even when enabled, the <b>One-Click Request</b> option is not displayed in these situations:</p>
|
||||
<ul>
|
||||
<li>The patron is blocked from placing any requests.</li>
|
||||
<li>The <b>Place Requests</b> button is not displayed for a title (for example, when the PAC profile <b>Suppress Availability and Requests</b> is set for the title’s type of material).</li>
|
||||
<li>The system charges for holds.</li>
|
||||
<li>The title belongs to a remote database.</li>
|
||||
<li>The title represents integrated eContent.</li>
|
||||
</ul>
|
||||
<p>The one-click option is never available for item-level or <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">first available copy requests<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Hold requests for specific issues of a serial title (such as the May 2015 issue of Horticulture Magazine ) or specific parts of a multi-part title (such as the first season of a television series on DVD).</span></a>, or requests from Mobile PAC or Children’s PAC.</p>
|
||||
<h2>Block Messages</h2>
|
||||
<p><a name="kanchor2082"></a>If the patron clicks or taps the <b>One-Click Request</b> button but the request cannot be placed due to a block (for example, the request would exceed material type hold limits for the patron), a message indicates why the request cannot be placed. You can edit the block messages in Polaris Language Editor (Web Admin Tool). The table lists the possible blocking messages:</p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: auto;margin-right: auto;caption-side: top;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Message String</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">String ID</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">The request cannot be placed because your account has exceeded the maximum number of requests. You can cancel some requests or wait for a request to be filled, then submit this request again.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">ILL_TEXT_EXCEEDEDMAXNUMREQS</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">The request cannot be placed because your account has exceeded the maximum number of requests for this material type. You can cancel some requests for this material type or wait for a request to be filled, then submit this request again.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">ILL_TEXT_EXCEEDEDMAXNUMREQS_MAT</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">You cannot request all the volumes of this title. Please use the "{0}" button to request a specific volume.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">ILL_TEXT_1CLICK_NOREQUESTFORMULTIVOL</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">You cannot request all the issues of a journal or magazine. Please use the "{0}" button to request an individual issue.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">ILL_TEXT_1CLICK_NOREQUESTFORALLISSUES</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<p>In the above table, {0} represents the <b>Place Request</b> button. If you customize the text for this button, the system uses your customized text in the message instead of the default <b>Place Request</b>.</p>
|
||||
<p>If there are multiple blocking conditions, only the top-level blocking message is displayed (maximum number of requests exceeded, then material type limit, then title-level errors for multi-part or serial requests.</p>
|
||||
<p>If the system encounters a processing error, a general error message is displayed: <b>An error was encountered placing your request.</b> The string ID is <b>PACML_ONECLICK_ERROR_MSG</b>.</p>
|
||||
<h2>Information Messages</h2>
|
||||
<p><a name="kanchor2083"></a>If the patron clicks or taps the <b>One-Click Request</b> button and the request can be placed, the system displays an information message in certain circumstances (for example, a charge may be applied at checkout):</p>
|
||||
<p style="text-align: center;">
|
||||
<img src="../../../Resources/Images/OneClickInfoMessage.png" alt="" />
|
||||
</p>
|
||||
<p>The system displays all information messages applicable to the request. The table lists the possible information messages:</p>
|
||||
<table style="margin-left: auto;margin-right: auto;caption-side: top;width: 100%;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<col style="width: 218px;" class="TableStyle-BlueHeader-Column-Column1" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">One-Click Request Situation</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Message String</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">String ID</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Request on a constituent bibliographic record (bound-with)</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1"> This item is bound with the title: your-title-here
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">PACML_BOUNDMSG3</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Request where a charge may be applied at checkout</td>
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">If your request is filled, you may be charged to check out this item according to the policy of the owning library.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">ILL_BULK_CHARGECKOREQ</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Request where no items are attached to the bibliographic record, and the Requests parameter - Hold Options, Staff client & PAC option <b>If no items are attached: Block in PAC</b> setting is disabled</td>
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">This title has no items. Your request may not be filled.</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1"> ILL_TEXT_NOITEMSAVAILABLE_BULK</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<h2>Enabling One-Click Requests</h2>
|
||||
<p><a name="kanchor2084"></a>Use the <b>Requests</b> parameter - <b>Holds Options – Requests</b> tab to enable one-click requests. Select <b>Enable one-click requests in PowerPAC</b>. The checkbox is available for selection when you have selected <b>Enable title-level hold requests from PowerPAC and Mobile PAC</b>. It is not selected by default.</p>
|
||||
<p style="text-align: center;">
|
||||
<img src="../../../Resources/Images/OneClickSA.png" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Select_bibliographic_entities_for_display_and_edit_labels.htm">Open topic with navigation</a>
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<h1><span style="font-size: 8.0pt;"><a name="XREF_70980_PowerPAC_Results"></a></span><a name="XREF_31820_Select"></a>Select bibliographic entities for display and edit labels</h1>
|
||||
<p><a name="kanchor4410"></a><a name="IX_editing_bibliographic_1"></a><a name="kanchor4411"></a><a name="IX_selecting_bibliographic_1"></a><a name="kanchor4412"></a><a name="IX_editing_bibliographic"></a><a name="kanchor4413"></a><a name="IX_selecting_bibliographic"></a>To select entities for display and edit their labels for PowerPAC bibliographic search results:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the permission <b>Modify bibliographic record title displays: Allow</b> to do this procedure.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view. To see the PowerPAC profiles, select the appropriate level - System, Library, Branch.</li>
|
||||
<li value="2">Double-click <b>Title Display: Configure</b>. The <b>Title Display: Configure</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayConfig_503x279.png" style="width: 503;height: 279;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the view you want to configure from the <b>Configuration view</b> menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">Note that you can configure separate displays for monographs and serials. The system uses your serials configurations for bibliographic records where LDR/07 = b or i or s.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayLeft_473x262.png" style="width: 473;height: 262;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The <b>Available entities</b> list on the left side of the dialog box displays the entities that can be added to a view.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Available entities</b> list may include both system-supplied and custom entities. Custom entities are defined at the system level only. See <a href="Define_custom_entities.htm#XREF_13523_Define_custom">Define custom entities</a>. You can also edit many existing entities. See <a href="Edit_a_bibliographic_entity_definition.htm#XREF_71639_Edit_a">Edit a bibliographic entity definition</a>.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayAvailableEnts_491x273.png" style="width: 491;height: 273;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The <b>Display these entities</b> list on the right side of the dialog box lists those entities that are currently selected for the configuration view.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayRight_494x276.png" style="width: 494;height: 276;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">“Short” entities are not repeatable for a single view. “Long” entities are repeatable within a single view. You can double-click the edge of a column header to expand the column and display the full text if necessary.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To see what tags, indicators and subfields are included in an entity, hover the cursor over the entity for a quick view, or right-click and select <b>Properties</b> from the context menu. The <b>Entity Properties</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayEntProps_252x308.png" style="width: 252;height: 308;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To add an entity to the view, click the entity in the <b>Available entities</b> list and then click <b>Add</b>.The entity is added to the <b>Display these entities</b> list.</li>
|
||||
<li value="6">To remove an entity from the view, click the entity in the <b>Display these entities</b> list and then click <b>Remove</b>.</li>
|
||||
<li value="7">If the <b>Available Entities</b> or <b>Display these entities</b> list does not include the data element you want to display, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click the Browse icon <img alt="TitleDisplayBrwsIcon.gif" style="margin-bottom: -6.000pt;width: 29;height: 27;" id="image8" src="TitleDisplayBrwsIcon_29x27.gif" /> at the top of the <b>Available</b> <b>entities</b> list. The <b>Browse Entities</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayBrowseEnts.png" alt="" />
|
||||
</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">In the <b>Browse Entities</b> dialog box, select the entity you want to add to the <b>Available entities</b> list. You can hover the cursor over an entity to see its properties.</li>
|
||||
<li value="3">Click <b>Reveal</b>.  The entity now appears in the <b>Available entities</b> list and can be selected for display.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can shorten the <b>Available entries</b> list to reduce scrolling. Select the entity that you want to remove, right-click and select <b>Suppress</b> from the  context menu, or click the Suppress icon <img alt="TitleDisplaySuppressIcon.gif" style="margin-bottom: -6.000pt;width: 28;height: 24;" id="image10" src="TitleDisplaySuppressIcon_28x24.gif" /> at the top of the <b>Available entities</b> list. To add an entry back to the list, repeat steps a-c.</p>
|
||||
<ol start="8">
|
||||
<li value="8">To edit the default English label for an entity, and to enter or change the labels for other languages, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Right-click the entity in the <b>Available entities</b> or the <b>Display these entities</b> list, and select <b>Labels</b> from the context menu, select <b>Edit Labels</b> from the Entity Properties dialog box, or click the Change Labels icon <img alt="TitleDisplayChangeLabelsIcon.gif" style="margin-bottom: -6.000pt;width: 26;height: 25;" id="image11" src="TitleDisplayChangeLabelsIcon_26x25.gif" /> at the top of the <b>Available entities</b> or <b>Display these entities </b>list. The <b>Change Labels</b> dialog opens for the entity you selected.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayChangeLabels_290x307.png" style="width: 290;height: 307;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b><b>Tip:<br /></b></b>You can also edit the labels using Polaris Language Editor (WebAdmin). The Mnemonic field at the top of the Change Labels dialog box displays the language string ID for the entity’s label. In Polaris Language Editor, select the ERMSPortal “product” to edit entity labels. For more information about using Polaris Language Editor, see online Help for Polaris Language Editor.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">On the Change Labels dialog box, click the language you want to edit.</li>
|
||||
<li value="3"> To customize the label, click the <b>Customize</b> option and then enter your text.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To enter diacritics or non-Latin characters, press and hold <b>ALT</b> while typing the code on the numeric keypad.</p>
|
||||
<ul type="disc">
|
||||
<li>To permanently save your changes and keep the dialog box open, click <b>Apply</b>.</li>
|
||||
<li>To permanently save your changes and close the dialog box, click <b>OK</b>.</li>
|
||||
<li>To remove any changes that have not been applied and close the dialog box, click <b>Cancel</b>.</li>
|
||||
</ul>
|
||||
<ol start="9">
|
||||
<li value="9">Save or cancel your work in the <b>Title Display Configure</b> dialog box:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To remove any changes that have not been applied and close the Title Display Configure dialog box, click <b>Cancel</b>.</li>
|
||||
<li>To remove any changes that have not been applied and keep the Title Display Configure dialog box open, click <b>Reset</b>.</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To permanently save changes and keep the Title Display Configure dialog box open, click <b>Apply</b>. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After saving your changes, use Polaris Language Editor (WebAdmin) to reload PowerPAC. PowerPAC users may also need to clear their browser caches.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To permanently save changes and close the Title Display Configure dialog box, click <b>OK</b>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>When you click <b>Revert</b>, all branch-level configuration settings are lost.  The action cannot be undone.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p><a name="kanchor4414"></a>After making changes to the <b>Title Display Configure</b> dialog box at the branch or library level, you can revert to the parent-level settings. Click <b>Revert</b> on the <b>Title Display Configure</b> dialog box. Only the currently-selected configuration view is inherited from the parent organization. If you make changes after clicking <b>Revert</b>, then inheritance is broken and you will no longer inherit settings from the higher organization.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li><a href="Suppress_entities_from_small_screen.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Suppress bibliographic entities from small screen display</span></a>
|
||||
</li>
|
||||
<li><a href="Edit_bibliographic_information_display_order.htm#XREF_39377_Edit_bibliographic">Edit bibliographic information display order</a>
|
||||
</li>
|
||||
<li><a href="Share_a_bibliographic_information_display_configuration.htm#XREF_27613_Share_a">Share a bibliographic information display configuration</a>
|
||||
</li>
|
||||
<li><a href="Edit_a_bibliographic_entity_definition.htm#XREF_71639_Edit_a">Edit a bibliographic entity definition</a> (system level only)</li>
|
||||
<li><a href="Define_custom_entities.htm#XREF_13523_Define_custom">Define custom entities</a> (system level only)</li>
|
||||
<li><a href="Share_a_bibliographic_information_display_configuration.htm#XREF_27613_Share_a">Share a bibliographic information display configuration</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Sending Call Numbers by Text Message</title>
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<h1><a name="XREF_93756_Sending_Call"></a>Sending Call Numbers by Text Message</h1>
|
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<p><a name="kanchor5793"></a><a name="IX_text_message_call_1"></a><a name="kanchor5794"></a><a name="IX_text_messaging_from"></a><a name="kanchor5795"></a><a name="IX_text_message_call"></a>From the Polaris PowerPAC or Mobile PAC item availability display, a user can send an email text message containing the item call number to his or her mobile phone via the mobile phone carrier’s SMTP email service. If you enable this feature, a Text It icon <img src="../../../Resources/Images/PACTextItNew.png" style="vertical-align: text-top;" alt="" /> appears next to each item in the Availability display for a title. </p>
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<p>The illustration shows the Text It icon in the Availability view in Polaris PowerPAC brief search results.</p>
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<p>
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<img src="../../../Resources/Images/PACTextItAvailability_495x304.png" style="width: 495;height: 304;" alt="" />
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</p>
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||||
<p>In Polaris PowerPAC, the icon is displayed in the Availability view when the view is accessed from the brief search results and from the title product page. When the user clicks the Text It icon, a window opens. (For details about the Mobile PAC interface, see <a href="../PDOMobilePAC/Mobile_PAC_Results_Settings.htm#XREF_90974_Text_It">Text It in Mobile PAC</a>.)</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACTextItWindow.png" alt="" />
|
||||
</p>
|
||||
<p>If the user is logged in and the patron record includes a phone number designated for TXT notification, the <b>Mobile phone number</b> and <b>Carrier</b> fields are already filled in. If the user is not logged in, or is logged in but does not have a phone number designated for TXT notification in the patron record, the user enters the mobile phone number and selects a carrier from the list. (The carrier options are set in the system-level database table <b>Mobile Phone Carriers</b>.) When the patron clicks <b>Send</b>, the text message is sent to the patron’s mobile phone.</p>
|
||||
<p>To display the Text It icon in Polaris PowerPAC and Mobile PAC, set the PowerPAC profile <b>Item availability: “Text it” feature enabled</b> to <b>Yes </b>(the default setting). The profile is available at the system, library, and branch levels.</p>
|
||||
<p>In addition, the current connection organization must have specified the email server in the PAC profile <b>Email notification: Server running SMTP service</b>. The “from” field of the message is taken from the PAC profile <b>Email notification: email address of sender</b> for the current connection organization. If no address has been specified in that profile, the “from” field is taken from the system-level parameter setting for the return email address in <b>Notification options</b>. (If no address is available from these settings, the Text It icon is not displayed.) The subject of the message is the first 30 characters of the title. The body of the message includes the branch display name and the call number and designation (if present).</p>
|
||||
<p>Due to common carrier limitations, the entire message must not exceed 160 characters. If the message is longer, certain fields are automatically eliminated in the following order:</p>
|
||||
<ul type="disc">
|
||||
<li>Branch display name</li>
|
||||
<li>Designation</li>
|
||||
<li>If the branch display name and designation have been eliminated and the total still exceeds 160 characters, characters are removed from the end of the call number field until a total of 156 characters is reached.  Then the system adds a space and an ellipsis to the end of the call number.</li>
|
||||
</ul>
|
||||
<p>The patron does not receive notification if the delivery fails, and Polaris does not record the failure.</p>
|
||||
<h2><a name="TOC_Text_It_Report"></a>Text It Report</h2>
|
||||
<p><a name="kanchor5796"></a><a name="IX_report_17"></a>A report, <b>PAC Text It Use</b>, is available in Polaris SimplyReports on the <b>Patron</b> tab, <b>Patron Statistical Reports</b> sub-tab. The report includes an activity summary, the number of in-house transactions, and the number of outside transactions. In-house transactions are those from workstations that are identified as in-house for the selected transacting organizations in the In-House IP Addresses database table. Standard SimplyReports parameters, filters, and formats for patron statistical reports are available for the report. For more information, see online Help in SimplyReports.</p>
|
||||
</div>
|
||||
</div>
|
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||||
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|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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|
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Set_up_Map_It_for_PowerPAC_and_or_Mobile_PAC.htm">Open topic with navigation</a>
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<h1><a name="XREF_65045_Set_up_Map_It_for"></a>Set up Map It for PowerPAC and/or Mobile PAC</h1>
|
||||
<p><a name="kanchor1638"></a><a name="IX_in_PAC_setting_up_1"></a><a name="kanchor1639"></a><a name="IX_in_PAC_setting_up"></a>Map It is a feature that uses Google Maps provides a visual guide to the location of items linked to titles in the patron’s search results list. To set up Map It for Polaris PowerPAC and/or Mobile PAC: </p>
|
||||
<ol>
|
||||
<li value="1">Find and copy or record the geographic coordinates for each branch that should appear on the map.</li>
|
||||
<li value="2">Enter the geographic coordinates in Polaris Administration by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">In the Administration Explorer, select the system-level database table <b>Geographic Coordinates</b>. The table is displayed in the details view of the Explorer.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the System Administration permission <b>Modify geographic coordinates table: Allow</b> to edit this table.</p>
|
||||
<p class="indent2">
|
||||
<img alt="GeoCoordTable.gif" style="width: 398.359pt;height: 187.040pt;margin-bottom: 0.000pt;" id="image77" src="GeoCoordTable.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">To add an organization to the table, click <img alt="btnInsert00561.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image78" src="btnInsert00561_28x27.gif" />. The Insert dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InsertGeoCoords.gif" style="width: 270.294pt;height: 78.168pt;margin-bottom: 0.000pt;" id="image79" src="InsertGeoCoords.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">Select the organization from the <b>Organization</b> list, which displays all the system organizations that have not yet been added to the table.</li>
|
||||
<li value="4">Enter or copy the organization’s latitude and longitude (obtained in step 1) in the appropriate text boxes. You can enter up to 20 characters in each box. Valid characters include one minus sign (to indicate a negative number, must be the first character), one period (to indicate a decimal point) and numerals 0-9. The allowed range is -90 to 90 latitude, and -180 to 180 longitude.</li>
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<ol start="3">
|
||||
<li value="3">Set up Google Maps for an organization by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Double-click the PAC profile <b>Google Maps</b> for the organization. The profile is available at the system, library, and branch level. The Google Maps dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/GoogleMapsSA.png" alt="" />
|
||||
</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select (check) <b>Enable</b> in <b>PowerPAC</b> to display the Map It button in Polaris PowerPAC when this organization is the connection organization.</li>
|
||||
<li value="3">Select (check) <b>Enable</b> in <b>Mobile PAC</b> to display the Map It link in Mobile PAC when this organization is the connection organization.</li>
|
||||
<li value="4">If you are implementing Map It for the first time after June 2016, enter your Google Maps API key in the box. For more information about obtaining the API key, go to https://developers.google.com/maps/faq#keysystem. If you implemented Map It before June 2016 and are simply changing your settings, the API key is not necessary.</li>
|
||||
<li value="5">For <b>Geographic center of map position</b>, enter the latitude and longitude that should be used to position the initial display of the map. For valid format, see step 2. If you have entered geographic coordinates for the system organization (see step 2), these are already entered as the default values. If no system coordinates have been entered, the default coordinates are those of the current organization. If these have not been entered in the Geographic Coordinates table, the <b>Latitude</b> and <b>Longitude</b> fields are blank.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Users can shift the map away from the initial center as they navigate it. </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Change the zoom level on the Polaris Latitude and Longitude tool to determine the zoom level you want for the initial map display. See step 1.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="6">Set a value for<b> Zoom level of initial display</b>. This setting determines the  zoom level of the initial map display. The default level is 10; valid values are 1-21. Higher numbers produce a view that is zoomed in closer.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Users can change the initial zoom level as they navigate the map.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="7">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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|
||||
<col style="width: 50%;" />
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||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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||||
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|
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<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="XREF_80650_Set_up_the_Narrow"></a>Set up the Narrow your search web part</h1>
|
||||
<p><a name="kanchor3986"></a><a name="IX_setting_up_24"></a>To set up the <b>Narrow your search</b> web part, which provides elements to filter a PAC search results set:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You save your settings separately for the <b>Narrow your search</b> and <b>Related</b> web parts, and they are inherited separately. For example, your branch may set its own elements for the Narrow part, but inherit the system settings for the Related Web part. Once you change the settings at the branch level, the branch no longer inherits the system settings.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Dashboards: Narrow your search & Related searches.</b> The dialog box opens to the Narrow Your Search tabbed page.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACDashNarrowSA.png" alt="" />
|
||||
</p>
|
||||
<p class="indent2">Settings on this tabbed page control whether the <b>Narrow your search</b> web part is displayed, and what elements will be available for filtering search results. If at least one element is set to display (set to <b>Yes</b>), the <b>Narrow your search</b> web part label can be displayed in the dashboard. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">To modify the display of a Narrow element, select the element and click <b>Modify Dashboard Element</b>. The <b>Modify Search Dashboard Element (Narrow)</b> dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ModSearchNarrow.gif" style="margin-bottom: 0.000pt;width: 191;height: 123;" id="image41" src="ModSearchNarrow_191x123.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To display the element in the <b>Narrow your search</b> web part, select (check) <b>Display the element</b>.</li>
|
||||
<li value="5">To display the element’s links when the search results page appears, select (check) <b>Show initially expanded</b>. By default, all elements are set to display as initially expanded.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To minimize the need to scroll the PAC search results page, you may want to consider displaying some or all elements as initially unexpanded. The patron can choose to expand any element that is unexpanded.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To change the minimum and maximum number of links that can be displayed for the element, select or type the numbers in the <b>Minimum to show</b> and <b>Maximum to show</b> boxes. The default values are 5 minimum, 25 maximum.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The maximum number of links that can be displayed for one element is 99. However, higher numbers of links can slow processing time and may not be particularly useful to patrons, since the list of links for an element may be quite long for certain searches.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Reading Level: There are 15 possible reading levels. Typically you would leave the <b>Minimum to Display</b> setting at <b>15</b> to display all possible ranges if they exist in the search results, and leave the <b>Maximum to Display</b> setting at <b>25</b>. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">If you want to change the default English label for the element, type the text in the <b>Label</b> box. The maximum number of characters is 50.</li>
|
||||
<li value="8">Click <b>OK</b>. The <b>Modify Search Dashboard Element (Narrow)</b> dialog box closes.</li>
|
||||
<li value="9"><a name="kanchor3987"></a><a name="IX_setting_element_display"></a>To change the order in which elements are displayed, select each element and click the up or down arrow until these elements are listed in the order you want them.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Elements toward the top of the list are displayed before elements lower in the list. The web part label is always displayed at the top of the list, before the individual elements.</p>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br />If you have enabled the Availability facet, consider positioning the Assigned Branch facet immediately under the Availability facet. See <a href="Setting_PowerPAC_Narrow_Related_Search_Options.htm#Availabi">Availability and Assigned Branch Facets in the Narrow Your Search Web Part.</a></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Click the Save icon to save your settings on the Narrow Your Search tabbed page.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A message alerts you if you have set <b>DASHBOARD</b> to be displayed without setting elements to be displayed. At least one element within the web part must be set for display in order to display the web part itself.</p>
|
||||
<p class="indent2">Your changes are immediately applied to the Polaris database, but you need to clear the page cache. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Because the <b>Narrow your search</b> Web part may be quite long, the <b>Related</b> Web part may not be visible in the interface without scrolling. If you want to be sure that patrons see the <b>Related</b> Web part without scrolling, you will need to limit the elements you enable for the <b>Narrow your search</b> Web part, or set at least some of the elements to be displayed as initially unexpanded.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_the_Related_searches_Web_part1.htm#XREF_89512_Set_up_the_Related">Set up the Related searches Web part</a>
|
||||
</li>
|
||||
<li><a href="Translate_labels_for_Narrow_Related_Web_parts_Polaris_PowerPAC.htm#XREF_38758_Translate_labels">Translate labels for Narrow/Related Web parts (Polaris PowerPAC)</a>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead">Setting up other dashboard features</span> - See <a href="../PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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</body>
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</html>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results|Setting PowerPAC Narrow/Related Search Options" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Set up the Related searches web part</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Set_up_the_Related_searches_Web_part1.htm">Open topic with navigation</a>
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</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_89512_Set_up_the_Related"></a>Set up the Related searches web part</h1>
|
||||
<p><a name="kanchor2008"></a><a name="IX_setup_7"></a>To set up the <b>Related searches</b> web part, which provides elements to launch new searches related to a PowerPAC search results set:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You save your settings separately for the <b>Narrow your search</b> and <b>Related searches</b> web parts, and they are inherited separately. For example, your branch may set its own elements for the <b>Narrow your search</b> web part, but inherit the system settings for the <b>Related searches</b> web part. Like other Polaris Administration settings, once you change the settings at the branch level, the branch no longer inherits the system settings.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Dashboards: Narrow your search & Related searches.</b> The dialog box opens to the Narrow Your Search tabbed page.</li>
|
||||
<li value="3">Click the <b>Related Searches</b> tab.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="DashRelatedSA.gif" style="margin-bottom: 0.000pt;width: 407;height: 206;" id="image43" src="DashRelatedSA_407x206.gif" /> </p>
|
||||
<p class="indent2">Settings on this tabbed page control whether the <b>Related searches</b> Web part is displayed, and what elements will be available for filtering search results.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To modify the display of a Related element, select the element and click <b>Modify Dashboard Element</b>. The Modify Search Dashboard Element (Related) dialog box appears.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="ModSearchRel.gif" style="margin-bottom: 0.000pt;width: 191;height: 123;" id="image44" src="ModSearchRel_191x123.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To display the element in the <b>Related searches</b> Web part, select (check) <b>Display the element</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>To minimize the need to scroll the PAC search results page, you may want to consider displaying some or all elements as initially unexpanded. The patron can choose to expand any element that is unexpanded.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To display the element’s links when the search results page appears, select (check) <b>Show initially expanded</b>. By default, all elements are set to display as initially expanded.</li>
|
||||
<li value="7">To change the minimum and maximum number of links that can be displayed for the element, select or type the numbers in the <b>Minimum to show</b> and <b>Maximum to show</b> boxes. The default values are 5 minimum, 25 maximum.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The maximum number of links that can be displayed for one element is 99. However, higher numbers of links can slow processing time and may not be particularly useful to patrons, since the list of links for an element may be quite long for certain searches.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">If you want to change the default English label for the element, type the text in the <b>Label</b> box. The maximum number of characters is 50.</li>
|
||||
<li value="9">Click <b>OK</b>. The <b>Modify Search Dashboard Element (Related)</b> dialog box closes.</li>
|
||||
<li value="10"><a name="kanchor2009"></a><a name="IX_setting_element_display_1"></a>To change the order in which elements are displayed, select each element and click the up or down arrow until these elements are listed in the order you want them.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Elements toward the top of the list are displayed before elements lower in the list. The web part label is always displayed at the top of the list, before the individual elements.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="11">Click the Save icon to save your settings on the Related Searches tabbed page.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A message alerts you if you have set <b>DASHBOARD</b> to be displayed but have not set any elements to be displayed. At least one element within the web part must be set for display in order to display the web part itself.</p>
|
||||
<p>Your changes are immediately applied to the Polaris database, but you need to clear the page cache. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Because the <b>Narrow your search</b> Web part may be quite long, the <b>Related searches</b> web part may not be visible in the interface without scrolling. If you want to be sure that patrons see the <b>Related searches</b> web part without scrolling, you will need to limit the elements you enable for the <b>Narrow your search</b> web part, or set some or all of the elements to be displayed as initially unexpanded.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_the_Narrow_your_search_Web_part1.htm#XREF_80650_Set_up_the_Narrow">Set up the Narrow your search Web part</a>
|
||||
</li>
|
||||
<li><a href="Translate_labels_for_Narrow_Related_Web_parts_Polaris_PowerPAC.htm#XREF_38758_Translate_labels">Translate labels for Narrow/Related Web parts (Polaris PowerPAC)</a>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead">Setting up other dashboard features</span> - See <a href="../PDOpower/Defining_Web_Parts_for_Dashboards.htm#XREF_29931_Defining_Targeted">Defining Web Parts for Dashboards</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
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</tbody>
|
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</table>
|
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</body>
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</html>
|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Setting_PowerPAC_Narrow_Related_Search_Options.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_37562_Setting_Related"></a>Setting PowerPAC Narrow/Related Search Options</h1>
|
||||
<p><a name="kanchor2129"></a><a name="IX_related_search_features"></a>When a user’s search results are returned, the Polaris PowerPAC dashboard can display two web parts related to the results. The <b>Narrow your search</b> web part offers facets to filter the current search results; the <b>Related searches</b> web part offers links to launch other, related searches. By default, both web parts and all their available elements are enabled and set to an expanded initial display.</p>
|
||||
<p>Using the PowerPAC profile<b> Dashboards: Narrow your search & Related searches</b>, you can:</p>
|
||||
<ul>
|
||||
<li> offer the <b>Narrow your search</b> web part, the <b>Related searches</b> web part, or both; </li>
|
||||
<li>specify the elements available for each web part and set the display order; </li>
|
||||
<li>set the initial display to expanded or collapsed; </li>
|
||||
<li>set the minimum and maximum number of links for each element; </li>
|
||||
<li>specify your own labels for the web parts and elements and translate the labels. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This profile does not affect course reserve or community information search results. A separate profile is available for community information search results.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Community Profiles/CommProfPAC/Configuring_the_PAC_Community_Results_Display.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configuring the PAC Community Results Display</span></a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_10408_Narrow_Web_Part">Narrow Search Web Part</a>
|
||||
</li>
|
||||
<li><a href="#Availabi" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Availability and Assigned Branch Facets in the Narrow Your Search Web Part</span></a>
|
||||
</li>
|
||||
<li><a href="#XREF_42459_Related_Web_Part">Related Searches Web Part</a>
|
||||
</li>
|
||||
<li><a href="Set_up_the_Narrow_your_search_Web_part1.htm#XREF_80650_Set_up_the_Narrow">Set up the Narrow your search Web part</a>
|
||||
</li>
|
||||
<li><a href="Set_up_the_Related_searches_Web_part1.htm#XREF_89512_Set_up_the_Related">Set up the Related searches Web part</a>
|
||||
</li>
|
||||
<li><a href="Translate_labels_for_Narrow_Related_Web_parts_Polaris_PowerPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Translate labels for Narrow/Related web parts (Polaris PowerPAC)</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="kanchor2130"></a><a name="IX_Narrow_overview"></a><a name="kanchor2131"></a><a name="IX_Narrow_Web_part_overview"></a><a name="XREF_10408_Narrow_Web_Part"></a>Narrow Search Web Part</h2>
|
||||
<p><a name="kanchor2132"></a><a name="IX_for_PAC_search_results"></a>The <b>Narrow your search</b> dashboard offers two types of facets for filtering a set of search results: checkboxes and bulleted items. When a user selects a facet, it is placed at the top of the list and the results set is filtered accordingly.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Checkbox facets</span> represent “or” filters for the results set. If you select another facet from within the same group, it is also added to the top of the list for that facet type. The filtered results set grows to include results that match the first selected facet <span class="FM_Emphasis">or</span> the second selected facet. When you select facets from different checkbox groups, the filtered results set is restricted to results that match the selected facet in one group <span class="FM_Emphasis">and</span> the selected facet in the other group.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Checkbox facets are not necessarily mutually exclusive. For Type of Material, each title is included in the count for all facets that apply to it. For example, a large print book appears in the counts for both the <b>Book</b> and <b>Large Print</b> facets. As another example, <b>Musical sound recording</b> is a subset of <b>Sound recording</b>. If you select the <b>Musical sound recording</b> facet, the count for <b>Sound recording</b> may go down.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACNarrowCheckBoxFacets_241x520.png" style="width: 241;height: 520;" alt="" />
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>Bulleted facets represent “and” filters for the results set. When you select a bullet facet, it is also placed at the top of its list. The filtered results set is now restricted to results that match any already selected facet and the selected bullet facet.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACNarrowBulletFacet_255x310.png" style="width: 255;height: 310;" alt="" />
|
||||
</p>
|
||||
<p>The following elements are available for narrowing search results:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Related words</b> - See <a href="#" class="MCXref xref selected"><span style="color: Blue;" class="mcFormatColor">Setting PowerPAC Narrow/Related Search Options</span></a> for information about this element.</li>
|
||||
<li><b>Availability</b> - See <a href="#Availabi" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Availability and Assigned Branch Facets in the Narrow Your Search Web Part</span></a> for information about this element.</li>
|
||||
<li><b>Database</b> - See <a href="../PDOz3950/Develop_the_remote_targets_display_for_PAC.htm">Develop the remote targets display for PAC</a> for information about setting up remote databases for searching.</li>
|
||||
<li><b>Type of Material</b> - See <a href="../PDOSearching/Setting_Up_Search_Filters_Limit_By.htm">Setting Up Search Filters (Limit By)</a> for detailed information about this filter.</li>
|
||||
<li><b>Target Audience</b>
|
||||
</li>
|
||||
<li><b>Publication Date</b>
|
||||
</li>
|
||||
<li><b>Subjects</b>
|
||||
</li>
|
||||
<li><b>Authors</b>
|
||||
</li>
|
||||
<li><b>Series</b>
|
||||
</li>
|
||||
<li><a name="kanchor2133"></a><a name="IX_search_results_facet"></a><b>Popularity</b> - Divides the results set into three roughly equal-sized groups. Records with the highest popularity index are placed in the high group, those with the lowest popularity index are placed in the Low group, and the others are placed in the Medium group. The popularity index rank associated with each bibliographic record is based on sorting all the bibliographic records in the database by the following characteristics, listed in descending order of significance: (1) number of hold requests plus the number of check-outs in the last 120 days; (2) number of check-outs in the last 120 days; (3) lifetime circulation count; (4) in-house use count; (5) record creation date.</li>
|
||||
<li><b>Language</b>
|
||||
</li>
|
||||
<li><b>Assigned Branch</b>
|
||||
</li>
|
||||
<li><b>Record Owner</b>
|
||||
</li>
|
||||
<li><b>Literary Form</b>
|
||||
</li>
|
||||
<li><b>Reading Level</b> - The <a name="kanchor2134"></a>Reading Level facet allows filtering based on reading level ranges from the MARC bibliographic record 521 tag. The reading level for a title is derived from the 521 $a. The first indicator must be 8. The second indicator is undefined (#). The 521 $b should indicate the reading level type. When multiple 521 tags exist in the bibliographic record, all tags that meet these criteria are considered. The system normalizes the data from the 521 tag and displays facets for reading level ranges. For example, a 521 $a value of "1150" is included in the "1100-1195" range facet.</li>
|
||||
</ul>
|
||||
<p>Record counts are included for each filter offered on the <b>Narrow your search</b> dashboard element. The counts are recomputed by the Keyword Processing SQL job, which runs nightly by default.</p>
|
||||
<h2><a name="Availabi"></a>Availability and Assigned Branch Facets in the Narrow Your Search Web Part</h2>
|
||||
<p>You can display an Availability facet under the Narrow Your Search dashboard. Used in conjunction with the Assigned Branch facet, your patrons can filter their search results to identify items that are available anywhere or at specific branches. Item availability for most titles is updated in real time. The Assigned Branch facet consults the system administration Item Availability Display Order policy table for the connection branch to show local libraries first in the list of assigned branches, making it simple for patrons to find available titles that are nearby.</p>
|
||||
<p>Libraries that have "availability" or "assigned branch" limits configured for the <b>Limit By</b> search drop-down list [see <a href="#" class="MCXref xref selected"><span style="color: Blue;" class="mcFormatColor">Setting PowerPAC Narrow/Related Search Options</span></a>] may want to consider using the Availability and Assigned Branch facets instead. The Availability facet works much like the “availability” <b>Limit By</b> feature, but PowerPAC users can combine the facet with multiple assigned branches to retrieve a narrow or wide range of available titles from their search results. </p>
|
||||
<p>Libraries whose branches all connect at the system level can take advantage of the new Availability facet since both local and system organizations (as defined in the Item Availability Display Order table) are included in the Availability facet results. For more information about the Item Availability Display Order table, see <a href="Setting_Up_Local_and_System_Availability.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Local and System Availability</span></a>.</p>
|
||||
<p>When you enable the facet, an <b>Available now</b> checkbox is displayed in the Narrow Your Search dashboard for search results. The <b>Available now</b> line also displays the number of titles that will be in the search results list if <b>Available now</b> is selected.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACAvailableNow.png" alt="" />
|
||||
</p>
|
||||
<p>Libraries listed under the <b>Assigned Branch</b> facet are divided into two categories: <b>Local</b> and <b>Other</b>. <b>Local</b> lists those branches defined as local in the Item Availability Display Order policy table for the connection branch. <b>Other</b> lists those branches defined as system in the Item Availability Display Order policy table. You can edit the <b>Local</b> and <b>Other</b> labels in Polaris WebAdmin; the string mnemonics are <b>PACML_DASHBOARD_LOCAL</b> and <b>PACML_DASHBOARD_OTHER</b>.</p>
|
||||
<p>A branch appears in the Assigned Branch list only if it has at least one item on at least one title in the search results. Within each category, organizations are listed in descending order by the number of titles that will be retrieved if the facet is selected. The connection branch appears at the top of the local list. An icon indicates the connection branch. See the example below.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACAavilabilityBranches_222x259.png" style="width: 222;height: 259;" alt="" />
|
||||
</p>
|
||||
<p>If the assigned branch in an item record is changed, the change is reflected in the results the next time a search is done. </p>
|
||||
<p>The <b>Assigned Branch</b> facet uses the <b>Minimum to Show</b> and <b>Maximum to Show</b> settings in the PowerPAC profile <b>Dashboards: Narrow your search & Related searches</b>. The settings are applied to the list as a whole, regardless of where the local/other cut-off point may occur for any given set of search results. The system limit on the number of entries for the web part is 99.</p>
|
||||
<p>A title is available for a connection branch when these conditions are met:</p>
|
||||
<ul>
|
||||
<li><b>Display in PAC</b> is selected in the bib record, and either:<ul><li>There is at least one linked item record where the item record status is Final, and </li><li>The item circulation status is In, and </li><li>The assigned branch is in the Item Availability Display Order policy table for the connection branch, and </li><li><b>Display in PAC</b> is selected in the item record, and </li><li>The item's circulation status is <i>not</i> selected in the PAC profile <b>Suppress Item Display</b> for the connection branch (for example, shelving or non-circulating).</li></ul></li>
|
||||
<li>Or <b>Display in PAC</b> is selected in the bib record, there is an issue record, the issue is not linked to an item, and the issue is linked to a subscription Serial Holdings record and is retained.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Bib records that do not typically have linked item records (for example, titles from remote databases, non-integrated eContent titles, digital collections, and cataloged web sites) have an availability count of 0, and are not included in the filtered search results list when <b>Available Now</b> is selected.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br>
|
||||
</br>For integrated eContent, the availability results reflect the status of the Polaris eContent item records and are accurate unless a checkout or checkin has taken place in the last few minutes. </p>
|
||||
<p>When the patron selects <b>Available now</b>, but does not select an <b>Assigned Branch</b> facet, the search results list is filtered to display the titles that meet the requirements for displaying in PAC and have at least one item record that is “available” at a branch listed in the organization’s Item Availability Display Order table. Bib records that do not meet those requirements are no longer in the search results list. The <b>Assigned Branch</b> facet lists only organizations that have at least one item record that is available at a branch listed in the organization's Item Availability Display Order table. The assigned branch facet count for an organization is the number of titles that will be in the search results list if that assigned branch facet is selected.</p>
|
||||
<p>If the patron selects both <b>Available Now</b> and an <b>Assigned Branch</b> facet, the search results list is filtered to display only the titles that meet all current requirements for displaying in PAC and have at least one item record that is available at the selected assigned branch. The <b>Assigned Branch</b> facet count on the remaining assigned branch facets includes a plus sign and the number of records that will be added to the search results list if the patron selects the branch facet.</p>
|
||||
<p>When the <b>Availability</b> facet is combined with another dashboard facet, each title in the results list matches both facet selections. When the <b>Availability</b> facet is combined with a CQL filter from the <b>Limit By</b> drop-down list, each title in the results list matches both the CQL filter and the availability facet. When the availability facet is combined with title-level <b>More Search Options</b> (Publication Dates, Target Audiences, Languages), each title in the results list matches both the selected options and the availability facet. When the availability facet is combined with item-level <b>More Search Options</b> (Libraries, Detailed Material Types, Collections), each title in the results list matches the selected item-level search options and the selected facets, but the selected options and facets are not necessarily on the same item record.</p>
|
||||
<p>Once <b>Available now</b> is selected, it remains selected if the user navigates to the full display for a title or logs in to place a request, then returns to the search results. The facet checkbox is cleared when a new search is launched, the PAC times out, the user clicks <b>Reset</b> after setting <b>More Search Options</b>, or the user logs in from the <b>My Account</b> menu.</p>
|
||||
<h2><a name="XREF_42459_Related_Web_Part"></a>Related Searches Web Part</h2>
|
||||
<p><a name="kanchor2135"></a><a name="IX_Related_overview"></a><a name="kanchor2136"></a><a name="IX_Related_Web_part_overview"></a>The <b>Related searches </b>web part is displayed below the <b>Narrow your search</b> web part in the dashboard. When the user selects an element in this web part, a new search for the same search text is launched. Depending on the element, the new search may be a browse search for a heading in a specified index (<b>Subject</b>, <b>Author</b>, or <b>Series</b>), a keyword search in a specified field (<b>Other searches</b>), or a keyword search in a different (Z39.50) database (<b>Other databases</b>). The <b>Other databases</b> element lists the databases you specified for the <b>Using</b> box in the top area of the search page (see <a href="../PDOz3950/Develop_the_remote_targets_display_for_PAC.htm#XREF_14185_Develop_the_remote">Develop the remote targets display for PAC</a>).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Related browse search options (<b>Subject</b>, <b>Author</b>, or <b>Series</b>) are not displayed when remote databases have been selected.</p>
|
||||
<p style="text-align: center;">
|
||||
<img src="../../../Resources/Images/PACRelatedSearches_228x534.png" style="width: 228;height: 534;" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
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|
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<h1><a name="XREF_44795_Setting"></a>Setting Up Local and System Availability</h1>
|
||||
<p><a name="kanchor3584"></a><a name="IX_See_item_availability"></a><a name="kanchor3585"></a><a name="IX_overview_188"></a>When a user searches for and selects a title in the PAC, he or she can see detailed holdings information about the items associated with the title. Polaris Administration settings control the availability display in the PAC: whether all the system holdings are displayed in one list, or separated into local and system views; which branches are defined as “local,” the order of branch holdings; and the specific information that is displayed about each item.</p>
|
||||
<p><a name="kanchor3586"></a><a name="IX_default_order"></a>Entries in the <b>Item Availability Display Order</b> policy table, combined with the <b>Display local and system levels</b> PowerPAC profile, create the following availability displays in Polaris PowerPAC:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Item Availability: Display local and system levels</b> profile set to <b>No</b> - Only the entries designated as System are displayed. Put the same list of libraries under both Local and System in the <b>Item Availability Display Order</b> policy table to generate local availability counts and facets.</li>
|
||||
<li><b>Item Availability: Display local and system levels</b> profile set to <b>Yes</b> - The Local Availability view initially displays items for the branches designated as Local in the Item Availability Display Order policy table. The user clicks or taps a link to see branches designated as System in the table.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor3587"></a><a name="IX_Display_in_PAC_setting_2"></a><a name="kanchor3588"></a><a name="IX_Assigned_Branch_setting"></a><b>Note:<br /></b>The <b>Assigned Branch</b> box in the item record determines the branch for which an item is displayed in the Availability view. If the item is not assigned to a branch, the item is not listed in any PAC availability display. Also, if the <b>Display in PAC</b> box is not checked in the item record, or the item has a circulation status that is suppressed from display, the item is not listed in any PAC availability display.</p>
|
||||
<p><a name="kanchor3589"></a><a name="IX_setup_8"></a>To set up the item availability display in the PAC:</p>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>These settings control how information about specific <span class="FM_Emphasis">items</span> is displayed in Polaris PowerPAC, and Mobile PAC where noted. Use the PowerPAC profile <b>Title display configure</b> to specify the information that should be included in brief and expanded <span class="FM_Emphasis">title</span> information, which bibliographic-level title information should be displayed, and the labels for the information. See <a href="Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2"><a name="kanchor3590"></a><a name="IX_local_system_views"></a>Double-click the profile <b>Item Availability: Display local and system levels</b>, and select one of the following options:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Yes</b> - In Polaris PowerPAC, when a patron is connected to a branch, items for the branches defined as local for that branch are displayed and the patron can click or tap a link to see branches defined as system. When the patron is connected to the system organization, all branches’ items are displayed in one list.</li>
|
||||
<li><b>No</b> - Shows only entries designated as system. In this case, put the same list of libraries under both Local and System in the <b>Item Availability Display Order</b> policy table to generate local availability counts and facets.</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li value="3">Set the following additional PowerPAC profiles for the PowerPAC display:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3591"></a><a name="IX_displaying_in_PAC_3"></a><a name="kanchor3592"></a><a name="IX_last_circulation_date"></a><b>Item Availability: Display last circ date</b> - Set to <b>Yes</b> to display the last circulation date of the item.</li>
|
||||
<li><a name="kanchor3593"></a><a name="IX_displaying_in_PAC_4"></a><a name="kanchor3594"></a><a name="IX_public_notes"></a><b>Item Availability: Display notes</b> - Set to <b>Text</b> to display any item or issue public notes as text, set to <b>Icon</b> to display an icon that the user clicks or taps to see the notes, or set to <b>Do not display</b> to suppress item or issue public notes from display.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For a serials public note to display in PAC, at least one issue or issue with a linked item must be added to a serials holdings record. If no issues exist, you can generate a “dummy” issue so the note will display.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials/PSsetup/Displaying_Serial_Titles_in_the_PAC.htm#XREF_61060_Serial_Holdings">Serial Holdings Record Fields Affecting Serials Display in PAC</a>.</MadCap:conditionalText></p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3595"></a><a name="IX_displaying_in_PAC_5"></a><a name="kanchor3596"></a><a name="IX_textual_holdings_notes"></a><b>Item Availability: Display textual holdings notes</b> - Set to <b>Text</b> to display serials textual holdings notes as text, set to <b>Icon</b> to display an icon that the user clicks or taps to see the notes, or set to <b>Do not display</b> to suppress textual holdings notes from display.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">Set the following PAC profiles to <b>Yes</b> or <b>No</b> to specify what information about each item should be displayed. These settings also affect Mobile PAC:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3597"></a><a name="IX_detailed_status"></a><b>Item Availability: Display detailed item status</b> - Set to <b>Yes</b> to display the specific item circulation status of unavailable items, such as <b>Lost</b> or <b>Bindery</b>. Set to <b>No</b> to display <b>No items available</b> or your own text for items that are unavailable for circulation for any reason. (You must also set <b>Item Availability: Display status</b> to <b>Yes</b>.) This setting also affects Mobile PAC.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>If you set this profile to <b>No</b>, you can customize the text that is displayed to indicate that an item is unavailable. See <a href="../PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3598"></a><a name="IX_due_date"></a><b>Item Availability: Display due date in detailed item status</b> - If you set <b>Item Availability: Display detailed item status</b> to <b>Yes </b>, you can set this parameter to display or suppress the item’s due date. (If you set <b>Item Availability: Display detailed item status</b> to <b>No</b>, you cannot display the due date.) This setting also affects Mobile PAC.</li>
|
||||
<li><a name="kanchor3599"></a><a name="IX_shelf_locations"></a><b>Item Availability: Display shelf location</b> - Set to <b>Yes</b> to display an item’s shelf location. For more information, see <a href="Naming_Shelf_Locations.htm#XREF_99075_Naming_Shelf">Naming Shelf Locations</a>. This setting also affects Mobile PAC.</li>
|
||||
<li><a name="kanchor3600"></a><a name="IX_displaying_in_PAC_6"></a><a name="kanchor3601"></a><a name="IX_circulation_status"></a><b>Item Availability: Display status</b> - Set to <b>Yes</b> to display an item’s availability status. If you set this to <b>Yes</b>, also review the setting for <b>Item Availability: Display detailed item status. </b>This setting also affects Mobile PAC.</li>
|
||||
<li><a name="kanchor3602"></a><a name="IX_displaying_in_PAC_7"></a><a name="kanchor3603"></a><a name="IX_material_type_1"></a><b>Item Availability: Display type</b> - Set to <b>Yes</b> to display the item’s material type. This setting also affects Mobile PAC.</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5"><a name="kanchor3604"></a><a name="IX_setting_14"></a><a name="kanchor3605"></a><a name="IX_branch_display_order_1"></a>In the Administration Explorer tree view, open the Policy Tables folder for the organization, and select <b>Item Availability Display Order</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>These System Administration permissions are required to modify this table: <b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify item availability display order table: Allow</b>. The organization level at which the table is opened determines the entries you see in the list. </p>
|
||||
<p class="indent2">The <b>Item Availability Display Order</b> table appears in the details view.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACItemAvailDisplayOrderTbl_516x328.png" style="width: 516;height: 328;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <img alt="btnInsert00557.gif" style="margin-bottom: -6.000pt;vertical-align: middle;width: 28;height: 27;" id="image56" src="btnInsert00557_28x27.gif" /> to display the Insert Item Availability Display Order dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dItmAvailInDx.gif" style="margin-bottom: 0.000pt;width: 283;height: 111;" id="image57" src="dItmAvailInDx_283x111.gif">
|
||||
</img> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">In the <b>Organization</b> box, select the organization for which the item availability entry is being set up. The new entry will affect the PAC item availability display for this organization.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br></br></b>If the Item Availability Display Order table is opened at the branch level, only the branch name is displayed in the Organization list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">In the <b>Branch Location</b> box, select the organization whose holdings you want to display in the PAC for the <b>Organization </b>branch.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br></br></b>If you want a branch to display in both the Local and System Availability views, add it to the table twice, designating it as <b>Local</b> for one entry and <b>System</b> for the other.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9"><a name="kanchor3606"></a><a name="IX_See_also_item"></a><a name="kanchor3607"></a><a name="IX_displaying_in_PAC_8"></a>Specify whether the item holdings for the organization named in the <b>Branch Location</b> box are displayed in the Local or System Availability view of the PAC for the <b>Organization </b>branch:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To display the Branch Location item holdings as local holdings, select <b>Local</b> in the <b>Level</b> box.</li>
|
||||
<li>To display the Branch Location item holdings as system holdings, select <b>System</b> in the <b>Level</b> box.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you set the PAC profile <b>Item Availability: Display local and system levels</b> to <b>Yes</b>, entries designated as <b>Local</b> are displayed in the Local Availability view, and entries designated as <b>System</b> are displayed when the user clicks the link to see all items. If you set the profile to <b>No</b>, only the entries designated as <b>System</b> are displayed; in this case, put the same list of libraries under both <b>Local</b> and <b>System</b> in the Item Availability Display Order table to generate local availability counts and facets.</p>
|
||||
<ol start="10">
|
||||
<li value="10">Click <b>OK</b> on the dialog box. The Item Availability Display Order dialog box closes. The new item availability display entry is displayed at the end of the policy table.</li>
|
||||
<li value="11"><a name="kanchor3608"></a><a name="IX_reordering"></a>Position the item holdings in the availability display for the organization by following these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select (highlight) the branch location entry for which you want to change the displayed order.</li>
|
||||
<li value="2">To move the branch entry’s holdings higher on the list, click <img alt="btnUpArrow.gif" style="margin-bottom: -5.000pt;width: 28;height: 27;" id="image58" src="btnUpArrow_28x27.gif" />.</li>
|
||||
<li value="3">To move the branch entry’s holdings lower on the list, click <img alt="btnDownArrow.gif" style="margin-bottom: -5.000pt;width: 28;height: 27;" id="image59" src="btnDownArrow_28x27.gif" />.</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>Sorting Order</b> value changes for the entry as you position the entry.</p>
|
||||
<ol start="12">
|
||||
<li value="12">Select <b>File | Save</b>.</li>
|
||||
</ol>
|
||||
<h4><a name="XREF_57264_Related_Topics"></a>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Modify an entry</span> <span class="FM_BulletHead">in the Item Availability Display Order policy table</span> - Select the entry and click <img alt="btnModify.gif" style="margin-bottom: -6.000pt;width: 24;height: 22;" id="image60" src="btnModify_24x22.gif" /><span style="font-weight: bold;">.</span>You can change only the Highlight setting for an existing entry. If you need to change the entry in another way, delete the incorrect entry and create a new entry.</li>
|
||||
<li><span class="FM_BulletHead">Delete an entry</span> <span class="FM_BulletHead">in the Item Availability Display Order policy table </span>- Select the entry and click <img alt="btnDelete.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image61" src="btnDelete_28x27.gif" /><span style="font-weight: bold;">. </span>If you delete an entry in the middle of the sort order, the remaining entries are automatically reordered.</li>
|
||||
<li><a name="kanchor3609"></a><a name="IX_display_in_PAC_4"></a><a name="kanchor3610"></a><a name="IX_expanded_display_in_PAC"></a><a name="kanchor3611"></a><a name="IX_Polaris_PowerPAC_default"></a><span class="FM_BulletHead">Item availability display in Polaris PowerPAC</span> - You can set the default item availability display for a branch or collection to expanded or closed, and make separate settings for non-serial and serial holdings. (Patrons can always select branch and collection controls to expand or close the list of items under each branch and collection.) To set the default display to expanded branch and collection lists for non-serial holdings, set the PowerPAC profile <b>Item Availability: Expand non-serial titles</b> to <b>Yes</b>. To set the default display to closed branch and collection lists, set the profile to <b>No</b>. To set the default display to expanded lists for serial holdings (those with a holdings statement for that particular branch), set the PowerPAC profile <b>Item Availability: Expand serial titles</b> to <b>Yes</b>. To set the default display to closed branch and collection lists, set the profile to <b>No</b>. (If you have extensive serial holdings, consider setting this profile to <b>No</b> to reduce scrolling in the PAC. Patrons can expand the lists they want to see at any time.)</li>
|
||||
<li><span class="FM_BulletHead">Item Availability display in Mobile PAC</span> - See <a href="../PDOMobilePAC/Mobile_PAC_Results_Settings.htm#XREF_87824_Find_It">Title Link: Find It</a>.</li>
|
||||
<li><span class="FM_BulletHead">Text-message call numbers from item availability display</span> - See <a href="Sending_Call_Numbers_by_Text_Message.htm#XREF_93756_Sending_Call">Sending Call Numbers by Text Message</a>.</li>
|
||||
<li><a name="kanchor3612"></a><a name="IX_summary_in_Polaris"></a><a name="kanchor3613"></a><a name="IX_summary_count_PowerPAC"></a><span class="FM_BulletHead">Item availability summary in Polaris PowerPAC - </span>You can display a summary count of available items associated with a title, and the current number of holds on the title, on the initial search results pages. See <a href="Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>.</li>
|
||||
<li><span class="FM_BulletHead">Item display and circulation status</span> - You can specify item circulation statuses that should prevent an item from being displayed in PAC search results. See <a href="Suppress_items_by_circulation_status.htm#XREF_47643_Suppress_items_by">Suppress items by circulation status</a>.</li>
|
||||
<li><span class="FM_BulletHead">Suppressing availability for specific types of material</span> - You can suppress availability information for designated types of material from the PowerPAC and Mobile PAC search results displays. See <a href="Suppressing_Request_and_Availability_Options.htm#XREF_75202_Suppressing">Suppressing Request and Availability Options</a>.</li>
|
||||
<li><span class="FM_BulletHead">Serials display in PAC availability views</span> - Settings in the serial holdings record control the location-specific compressed holdings statement and the issues that are displayed.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Serials/PSsetup/Displaying_Serial_Titles_in_the_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Displaying Serial Titles in the PAC</span></a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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</tbody>
|
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</table>
|
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<table style="width: 100%;">
|
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<col />
|
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<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Setting Up Recently Viewed Titles</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Setting_Up_Recently_Viewed_Titles.htm">Open topic with navigation</a>
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<h1><a name="XREF_49818_Setting_Up"></a>Setting Up Recently Viewed Titles</h1>
|
||||
<p><a name="kanchor1136"></a><a name="IX_Recently_Viewed_Titles"></a><a name="kanchor1137"></a><a name="IX_overview_186"></a><a name="kanchor1138"></a><a name="IX_setting_up_for_PowerPAC_1"></a>The Recently View Titles list is available when the user has viewed at least one product page for a title in the current session. It is displayed in the PowerPAC dashboard on the product page for a title, and on any bibliographic record search and results page. The list displays the titles already viewed, including the cover image, title, author, format icon, and publication date. The user can click or tap a title in the list to launch a search for the title.</p>
|
||||
<p>The list is available as long as the current session is active, and is cleared when the browser is closed or the session times out. It is available regardless of whether the user has logged in. The user can disable the feature for the session by clicking or tapping <b>Turn off recently viewed titles</b>. This action clears the list; the user can start it again by clicking or tapping <b>Turn on recently viewed titles</b>.</p>
|
||||
<p>You can enable the feature for in-house workstations, remote workstations, or both. Use the PowerPAC profile <b>Recently viewed titles</b>, available at the system, library, or branch level, to set up the Recently Viewed Titles web part.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACRecentlyViewed_565x347.png" style="width: 565;height: 347;" alt="" />
|
||||
</p>
|
||||
<p><a name="kanchor1139"></a><a name="IX_setup_4"></a>To set up the Recently Viewed Titles feature in Polaris PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Recently viewed titles</b>. The <b>Recently Viewed Titles</b> dialog box opens.</li>
|
||||
<li value="3">Set either or both location options:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Check <b>Enable for in-house workstations</b> to make this feature available at workstations in the library. In-house workstations are those defined by the settings in the organization’s PowerPAC profile <b>In-house access definitions</b>. If you have privacy concerns regarding in-house PAC workstations, leave this option unchecked.</li>
|
||||
<li>Check <b>Enable for remote access</b> to make this feature available to users outside the library.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">Set the maximum number of titles that should appear in the list. The maximum is 99; the default value is 5.</li>
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<col style="width: 50%;" />
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||||
<tbody>
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||||
<tr>
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<col />
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results|Configuring the PowerPAC Title Display" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="XREF_27613_Share_a"></a>Share a bibliographic information display configuration</h1>
|
||||
<p><a name="kanchor4359"></a><a name="IX_copying_bibliographic_1"></a><a name="kanchor4360"></a><a name="IX_copying_bibliographic"></a>To copy your bibliographic display configurations to other organizations:</p>
|
||||
<ol>
|
||||
<li value="1">Open the <b>Title Display Configure</b> dialog box if it not already open, and select the view you want to copy. See <a href="Select_bibliographic_entities_for_display_and_edit_labels.htm#XREF_31820_Select">Select bibliographic entities for display and edit labels</a>. If the dialog box is already open and you have been making changes, click <b>Apply</b> to save your changes.</li>
|
||||
<li value="2">Click <b>Copy</b>. The Copy dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="TitleDisplayCopy.gif" style="margin-bottom: 0.000pt;width: 433;height: 280;" id="image17" src="TitleDisplayCopy_433x280.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the configuration views you want to copy.</li>
|
||||
<li value="4">Select the organizations that should receive your settings.</li>
|
||||
<li value="5">(Optional) To overwrite the destination organization’s labels with the source organization’s labels, select (check) <b>Overwrite labels</b>. </li>
|
||||
<li value="6">Click <b>Copy</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The copy action takes place immediately. The action cannot be undone.</p>
|
||||
</div>
|
||||
</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<tbody>
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||||
<tr>
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<col />
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<tbody>
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<tr>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Social Bookmarking for Search Results (AddThis™)</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Social_Bookmarking_for_Search_Results_AddThis.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<h1><a name="XREF_44494_Social_Bookmarking"></a>Social Bookmarking for Search Results (AddThis™)</h1>
|
||||
<p><a name="kanchor4417"></a><a name="IX_in_PowerPAC_search_2"></a><a name="kanchor4418"></a><a name="IX_social_bookmarking"></a><a name="kanchor4419"></a><a name="IX_in_PowerPAC_search_1"></a><a name="kanchor4420"></a><a name="IX_PowerPAC_search_results"></a><a name="kanchor4421"></a><a name="IX_described_126"></a>Social bookmarking is a method for Internet users to share, organize, search, and manage bookmarks of web resources. Polaris PowerPAC users can share bookmarks to titles in their search results on over 200 sites that support social bookmarking, such as Facebook™, Twitter™, and Digg™. Polaris uses AddThis™ to provide this feature, a widely available no-fee service that maintains the social bookmarking URLs and provides usage analytical statistics to libraries that register for an AddThis account.</p>
|
||||
<p>If you enable bookmark sharing, icons representing popular bookmarking sites are displayed on the summary view when the user hovers the cursor over or taps a book jacket image in brief Polaris PowerPAC search results, and on the product page for a title.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACAddThisBrief.png" alt="" />
|
||||
</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACAddThisFull_525x230.png" style="width: 525;height: 230;" alt="" />
|
||||
</p>
|
||||
<p>The initial icons represent the most popular bookmarking and sharing sites according to AddThis. The user can select an icon, or click or tap <b>Share</b> to open a dialog box with a list of additional sites and a search feature that covers more than 200 social bookmarking providers.</p>
|
||||
<p class="NoteShade"><b><b>Tip:<br /></b></b>Users can “pin” PowerPAC search results pages in Pinterest only with the Pin It icon. The Pin It browser bookmark offered by Pinterest currently supports only static URLs and does not accommodate the dynamic URLs generated through a PowerPAC search.</p>
|
||||
<p>The user selects a site link to open a new window for the selected site, log on to the site account, and add a bookmark for the selected title. When someone selects the link on the social network site, a search for the title is launched in the library catalog.</p>
|
||||
<p><a name="kanchor4422"></a><a name="IX_in_PowerPAC_search_4"></a><a name="kanchor4423"></a><a name="IX_in_PowerPAC_search_3"></a><a name="kanchor4424"></a><a name="IX_PowerPAC_search_results_1"></a><a name="kanchor4425"></a><a name="IX_setup_9"></a>To set up bookmarking and sharing for PowerPAC search results:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Bookmarking & Sharing: Enable</b>, and select <b>Yes</b>. This setting displays the <b>Share</b> link for titles in Polaris PowerPAC search results.</li>
|
||||
<li value="3">If you want usage statistics from AddThis, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Set up an AddThis account at the AddThis Web site: go to <b>http://www.addthis.com/</b> and click the <b>Join Now</b> link at the top of the page.</li>
|
||||
<li value="2">Create a user name and password for the AddThis account, and supply an appropriate e-mail address.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The AddThis terms of service and privacy policies are available on the AddThis Web site.</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="3">In Polaris Administration, type your AddThis profile ID in the PowerPAC profile <b>Bookmarking & Sharing: Profile ID for AddThis analytics</b>. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The current implementation of Pinterest by AddThis does not function properly across all web sites. The Pinterest feature is therefore a custom integration in PowerPAC and is not included in AddThis analytics.</p>
|
||||
<p class="FM_Step">Select <b>File > Save</b>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p>Polaris Social, in partnership with ChiliFresh Connections, offers integrated social features in Polaris PowerPAC. See <a href="../PDOSocial/Polaris_Social_with_ChiliFresh_Connections.htm#XREF_34237_Enabling_Enriched">Polaris Social with ChiliFresh Connections</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+90
@@ -0,0 +1,90 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results|Configuring the PowerPAC Title Display" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Suppress bibliographic entities from small screen display</title>
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Suppress_entities_from_small_screen.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1>Suppress bibliographic entities from small screen display</h1>
|
||||
<p><a name="kanchor4719"></a>All title entities that are set to display for a given configuration view will display at mobile width by default. You can suppress bibliographic entities from the PowerPAC results display at mobile (650 px or narrower) width. This saves user data use and excessive scrolling through title information.</p>
|
||||
<p> To suppress a bibliographic entity from the mobile display:</p>
|
||||
<ol>
|
||||
<li value="1">Using the PowerPAC profile <b>Title Display: Configure</b>, set up bibliographic entities for display. See <a href="Select_bibliographic_entities_for_display_and_edit_labels.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Select bibliographic entities for display and edit labels</span></a>.</li>
|
||||
<li value="2">Select the configuration view that you want to modify; for example, <b>Full (monograph</b>).</li>
|
||||
<li value="3">Select the entity to suppress in the <b>Display the entities</b> list and click the phone icon at the top of the list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayMobileSuppress.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Apply</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">When you have selected an entity to suppress from the mobile display, a phone icon by the entity in the <b>Display these entities</b> list indicates that it will be suppressed.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/TitleDisplayMobileSuppressed.png" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+85
@@ -0,0 +1,85 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Suppressing Items from Search Results</title>
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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<body>
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||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Suppressing_Items_from_Search_Results.htm">Open topic with navigation</a>
|
||||
</p>
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||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_87532_Suppressing_Items"></a>Suppressing Items from Search Results</h1>
|
||||
<p><a name="kanchor4978"></a><a name="IX_including_and"></a>To be included in item counts and displayed in search results, <b>Display in PAC</b> must be checked in the item record, and the item record status must not be provisional or deleted. Serial issues are included in the counts if <b>Display in PAC</b> is checked in the linked serial holdings record and the issues are retained<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Serials/PSsetup/Creating_and_Copying_Serial_Holdings_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating and Copying Serial Holdings Records</span></a>).</MadCap:conditionalText> In addition, you can use the PAC profile <b>Suppress item display</b> to specify item circulation statuses that should prevent an item from being displayed in both Polaris PowerPAC and Mobile PAC search results. When a circulation status is selected, items with this status are not displayed in PAC even when <b>Display in PAC</b> is checked in the item record. You can set this profile at the system, library, or branch level.</p>
|
||||
<p><a name="kanchor4979"></a><a name="IX_suppressing_items_from"></a>To suppress items with specific circulation statuses from appearing in Polaris PowerPAC and Mobile PAC search results:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PAC</b> tab in the details view.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For any particular item, the system uses the setting for the item’s assigned branch to determine whether the item should be included in the search results display.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click <b>Suppress item display</b>. The<b> Suppress Item Display</b> dialog box opens.</li>
|
||||
<li value="3">Select (check) the circulation statuses that should prevent an item from being displayed in PAC search results.</li>
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">Your changes will not be evident in the PAC until the SQL job <b>PAC Availability</b> adjusts the counts. This job ordinarily runs automatically during overnight processing.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+124
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Suppressing Request and Availability Options</title>
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Suppressing_Request_and_Availability_Options.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<div class="content">
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||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_75202_Suppressing"></a>Suppressing Request and Availability Options</h1>
|
||||
<p><a name="kanchor758"></a><a name="IX_suppressing_requests_and"></a><a name="kanchor759"></a><a name="IX_suppressing_for_TOMs_PAC_1"></a><a name="kanchor760"></a><a name="IX_suppressing_for_TOMs_PAC"></a>Typical Polaris PowerPAC and Mobile PAC search results include title-level options for placing requests and viewing availability information. However, you may want to suppress the ability to place requests and view availability for titles that do not have linked items in the Polaris database and have a specific primary system-defined type of material. </p>
|
||||
<p>For both PowerPAC and Mobile PAC, you can suppress the ability to place requests and view availability information for bibliographic records with the primary system-defined types of material (TOMs) that you specify. For example, you can suppress these features for materials where the item is not physically in the library, either because it is eContent that is available only in downloadable form from another site, or because it is in an external storage device from companies such as Libramation’s MediaBank or redbox<span class="FM_SuperScript">®</span>. </p>
|
||||
<p>This PAC profile does not apply to EContent that is integrated with Polaris because in this case, item records are attached to the bibliographic record and the availability information is updated by the vendor. You can opt to suppress the display of integrated eContent titles using the PAC profile,<b> Item availability: Suppress for integrated econtent titles.</b></p>
|
||||
<p><a name="XREF_68788_Conditions_That"></a>The ability to place requests and view availability information in PAC is suppressed under these conditions:</p>
|
||||
<ul>
|
||||
<li>The title’s primary TOM is checked in the PAC profile <b>Suppress Availability and Requests</b></li>
|
||||
<li>At least one 856$u or resource entity is present in the bib record (if you have selected <b>Records with an 856 </b>for that TOM)</li>
|
||||
<li>The system availability count = 0, which means that there are no linked item records, the linked item records all have <b>Display in PAC</b> set to <b>No</b>, or the linked item records all have circulation statuses that are set for suppression from the display in the PAC profile <b>Suppress item display</b>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If a bibliographic record has linked issue records (via the serial holdings record) but no linked item records, the issue records are factored into the availability count, so availability information is not suppressed in this case.</p>
|
||||
<ul>
|
||||
<li>The title is for integrated eContent and the PAC profile <b>Item availability: Suppress for integrated econtent titles</b> is set to <b>Yes</b>. See <a href="suppressPACavail.htm">Suppress EContent availability display in PAC</a>.</li>
|
||||
</ul>
|
||||
<p>If these conditions are met, the following elements are suppressed from the results displays in PowerPAC (local and remote databases) and Mobile PAC:</p>
|
||||
<ul>
|
||||
<li>Item availability fields in the brief and full title displays </li>
|
||||
<li>Local Availability Summary</li>
|
||||
<li>System Availability Summary</li>
|
||||
<li># Local items</li>
|
||||
<li># System items</li>
|
||||
<li># Local items in</li>
|
||||
<li># System items in</li>
|
||||
<li>PowerPAC <b>Availability</b> button at the title level</li>
|
||||
<li>Mobile PAC <b>Find It</b> button at the title level</li>
|
||||
<li>PowerPAC <b>Place Request</b> button and Mobile PAC <b>Request It</b> button at the title level</li>
|
||||
</ul>
|
||||
<p><a name="kanchor761"></a><a name="IX_suppressing_for_TOMS_PAC_2"></a><a name="kanchor762"></a><a name="IX_suppressing_requests_and_1"></a> To suppress request and availability options for designated types of material from the PowerPAC and Mobile PAC search results display:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can make these settings at the system, library, or branch level. The setting of the PAC connection organization determines the effect on Polaris PowerPAC and Mobile PAC. These settings do not affect the staff client. They can lessen patrons’ confusion about how to access and obtain certain material types, but they do not prevent a staff client user from placing a hold on one of the suppressed types of material.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and select the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Suppress availability and requests</b>. The <b>Suppress Availability and Requests</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/SuppressAvailRequests.png" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>The list is ordered by the three-character alphabetic code that represents the TOM (Type of Material). The descriptions are the Polaris default descriptions, not the custom display descriptions you may have defined in the PAC Limit by Display policy table. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the TOM code and choose one of the following options:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Records with an 856</b> - Suppress request and availability options for records with this TOM if there is an 856$u tag or resource entity. Note that this setting affects only records with an 856$u tag.</li>
|
||||
<li><b>All records</b> - Suppress request and availability options for all records with this TOM.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If <b>All records</b> is selected for any given type of material, records of that type that do not have 856$u tags will appear in the catalog but there will be no way for the user to request the resource or view availability. This is likely acceptable for Polaris Fusion resources (TOM=dmc), which typically do not have 856$u tags and are accessed by clicking a thumbnail image, but may be a problem for other types of material. The <b>All records</b> setting should be used with caution.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Do not suppress</b> - Request and availability options are displayed in search results for this type of material.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">Repeat step 3 for each TOM for which you want to change the display setting.</li>
|
||||
<li value="5">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+2226
File diff suppressed because it is too large
Load Diff
+101
@@ -0,0 +1,101 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |Displaying PAC Search Results|Setting PowerPAC Narrow/Related Search Options" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDOresults.fm" /><title>Translate labels for Narrow/Related web parts (Polaris PowerPAC)</title>
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/Translate_labels_for_Narrow_Related_Web_parts_Polaris_PowerPAC.htm">Open topic with navigation</a>
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||||
<h1><a name="XREF_38758_Translate_labels"></a>Translate labels for Narrow/Related web parts (Polaris PowerPAC)</h1>
|
||||
<p><a name="kanchor3505"></a><a name="IX_translating_related_1"></a><a name="kanchor3506"></a><a name="IX_translating_related"></a>If your library system has purchased other language versions of Polaris PowerPAC, you can translate the labels for the <b>Narrow your search</b> and <b>Related searches</b> web parts and the labels for the elements displayed under them. To translate the labels:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization, and click the <b>PowerPAC</b> tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Dashboards: Narrow your search & Related searches.</b> The dialog box opens to the Narrow Your Search tabbed page.</li>
|
||||
<li value="3">Click the appropriate tab (<b>Narrow Your Search</b> or <b>Related Searches</b>) for the labels you want to translate. See <a href="Set_up_the_Narrow_your_search_Web_part1.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up the Narrow your search web part</span></a> or <a href="Set_up_the_Related_searches_Web_part1.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up the Related searches web part</span></a>.</li>
|
||||
<li value="4">Select the appropriate data element, and click <b>Translate Label</b>. The <b>Language Strings</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LangStringsRel.gif" style="margin-bottom: 0.000pt;width: 304;height: 183;" id="image46" src="LangStringsRel_304x183.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select a language from the <b>Choose Language</b> list. The options are determined by the language versions of Polaris PowerPAC purchased by your library system.</li>
|
||||
<li value="6">Double-click the box in the Display Text column next to the label name you want to translate, and type the translated text in the box. The maximum number of characters is 50.</li>
|
||||
<li value="7">To insert a diacritic character, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Diacritics</b>. The <b>Character Picker</b> dialog box opens.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="LanguageStringsTrans.gif" style="width: 191.359pt;height: 253.640pt;margin-bottom: 0.000pt;" id="image47" src="LanguageStringsTrans.gif" /> </p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select a graphic character set. </li>
|
||||
<li value="3">Select the character, and click <b>Insert</b>. The <b>Character Picker</b> dialog box closes.</li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li value="8">Click <b>OK</b> on the <b>Language Strings</b> dialog box.</li>
|
||||
<li value="9">Click the Save icon on the<b> Dashboards: Narrow your search & Related searches</b> dialog box to save your settings on the current tabbed page. </li>
|
||||
</ol>
|
||||
<p>Your changes are immediately applied to the Polaris database, but you need to clear the page cache. See <a href="../PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+75
@@ -0,0 +1,75 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]|Suppress EContent availability display in PAC" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>EContent Availability Suppressed in Mobile PAC</title>
|
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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</script>
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
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|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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</script>
|
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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</script>
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
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</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
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||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/econtentmobPAC.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>EContent Availability Suppressed in Mobile PAC</h1>
|
||||
<p>When the PAC profile <b>Item availability: Suppress for integrated econtent titles</b> is set to <b>Yes</b> for the branch the patron is connected to, the <b>Find It</b> link does not display on the Mobile PAC Title view.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/mobPACnoavail_222x321.png" style="width: 222;height: 321;" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+72
@@ -0,0 +1,72 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]|Suppress EContent availability display in PAC" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>EContent Availability Suppressed in PowerPAC</title>
|
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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/* ]]> */</script>
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|
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/econtentmobPowPAC.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>EContent Availability Suppressed in PowerPAC</h1>
|
||||
<p>When the PAC profile, <b>Item availability: Suppress for integrated econtent titles</b>, is set to <b>Yes</b> for the branch the patron is connected to, the results list does not display the <b>Availability </b>button, and the full display for a title does not include the <b>Availability</b> drawer for integrated eContent titles in PowerPAC. The availability counts display regardless of the profile setting.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+97
@@ -0,0 +1,97 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]|[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Suppress eContent Availability Display in PAC</title>
|
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||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
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</script>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
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</script>
|
||||
<script>/* <![CDATA[ */
|
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Public_Access_Admin/PDOresults/suppressPACavail.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Suppress eContent Availability Display in PAC</h1>
|
||||
<p><a name="kanchor1466"></a>Your library can prevent detailed availability information from displaying for integrated eContent titles in PAC (PowerPAC and Mobile PAC). When the PAC profile <b>Item availability: Suppress for integrated econtent titles</b> is set to <b>Yes</b> for the branch the patron is connected to, eContent titles display as follows:</p>
|
||||
<ul>
|
||||
<li>PowerPAC - Neither the<b> Availability</b> button nor the <b>Availability</b> drawer are displayed for integrated eContent. The availability counts are not affected by this setting and will continue to display. </li>
|
||||
<li>Mobile PAC - The <b>Find It </b>links do not display for integrated eContent.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The <b>Suppress availability and requests</b> profile applies to bibliographic records without any linked items, and generally does not apply to integrated eContent titles, which have linked items. The<b> Item availability: Suppress for integrated econtent titles </b>option suppresses availability display for integrated eContent titles that have eContent items. </p>
|
||||
<p>To suppress the availability display for integrated eContent titles:</p>
|
||||
<ol>
|
||||
<li value="1">Select<b> Administration > Explorer</b>, and select the organization (System, Library, or Branch).</li>
|
||||
<li value="2">Select <b>Profiles</b>, and select the <b>PAC</b> tab.</li>
|
||||
<li value="3">Double-click <b>Item availability: Suppress for integrated econtent titles</b>, and select <b>Yes</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/suppavailecont_405x225.gif" style="width: 405;height: 225;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select<b> File > Save</b> to save your changes.</li>
|
||||
</ol>
|
||||
<p class="indent2">For examples of integrated eContent title display when availability is suppressed for the selected branch connection in the PAC, see:</p>
|
||||
<ul>
|
||||
<li><a href="econtentmobPowPAC.htm" class="Heading MCXref xref xrefHeading"><span style="color: Blue;" class="mcFormatColor">EContent Availability Suppressed in PowerPAC</span></a>
|
||||
</li>
|
||||
<li><a href="econtentmobPAC.htm" class="Heading MCXref xref xrefHeading"><span style="color: Blue;" class="mcFormatColor">EContent Availability Suppressed in Mobile PAC</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user