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Staff Client Help v7.1

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Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/Serials_Admin/PDKseref/Serials_Admin_Ref.htm
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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="Serials 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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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Serials_Admin/PDKseref/Serials_Admin_Ref.htm">Open topic with navigation</a>
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<h1>Serials Administration Reference</h1>
<p>The following tables include the permissions required to do specific Serials tasks, and reference lists for Serials permissions, parameters and profiles. </p>
<ul>
<li style="mc-hyphenate: never;"><a href="Serials_Workflow_Permissions.htm">Serials Workflow Permissions</a>
</li>
<li><a href="Serials_Permissions_Referencet.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Serials Permissions Reference</span></a>
</li>
<li><a href="serialsprofref.htm">Serials Profiles Reference</a>
</li>
<li><a href="serparamref.htm">Serials Parameters 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%;">
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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;">&#160;<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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<td colspan="3" style="text-align: center;">&#160;<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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Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/Serials_Admin/PDKseref/Serials_Permissions_Referencet.htm
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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="Serials Administration|Serials Administration Reference" 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>Serials Permissions Reference</h1>
<p><a name="kanchor3106"></a><a name="IX_serials_reference_list"></a><a name="kanchor3107"></a><a name="IX_reference_list_8"></a>These permissions are available under <b>Security </b>&gt;<b> Serials</b>&#160;at the listed organizational levels on the Administration Explorer.</p>
<p class="NoteShade"><b>Note:<br></br></b>To do a serials task, both the staff member and the workstation must have the permissions.</p>
<p class="NoteShade">For more information on setting permissions for specific Serials workflows, see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../PDKserial/Set_serials_security.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set serials security</span></a>.</MadCap:conditionalText> <a name="XREF_39945_Access_serials"></a></p>
<table class="TableStyle-BlueHeader" cellspacing="1" style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;">
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
<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">Control Record</th>
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Org Levels</th>
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">Permission</th>
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">Description</th>
</tr>
</thead>
<tbody>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access serials</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Allow</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1"> Access the Serials menu and workforms</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<li class="Bulletedlist">Route lists </li>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_Task">Access; Create; Modify; Delete; Modify route status</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Route serial issues and other materials</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Serial holdings records</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Branch</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access; Create; Modify; Delete</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Work with serial holdings records including publication patterns and pattern templates</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Serial issues/<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Branch</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access; Create; Modify; Claim; Delete; Check-in; Uncheck-in</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Work with serial issues and standing order parts</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Subscription records</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">System, Library, Branch</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">Access; Create; Modify; Delete; Cancel and Renew</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Maintain subscriptions</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Suppliers</td>
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Branch</td>
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">Access; Create; Modify; Delete; Modify postal address fields</td>
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">Work with supplier records that belong to the branch</td>
</tr>
</tbody>
</table>
<p class="FM_SideHeadingN"><a name="XREF_43925_Route_lists"></a>
</p>
<p class="FM_SideHeadingN"><a name="XREF_13675_Serial_Issues"></a>
</p>
<p class="FM_SideHeadingN"><a name="XREF_56403_Subscription"></a>
</p>
<p class="FM_SideHeadingN"><a name="XREF_39973_Suppliers"></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;">&#160;<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;">&#160;<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>
Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/Serials_Admin/PDKseref/Serials_Workflow_Permissions.htm
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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="Serials Administration|Serials Administration Reference" 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_17324_Assign_technical"></a><a name="TOC_Serials_Workflow"></a><a name="XREF_26058_Serials"></a>Serials Workflow Permissions</h1>
<p>The following table lists serials tasks, the Polaris permissions required to do the tasks, the administrative levels at which they can be set, and the subsystems where the permissions are located. Some permissions required for Serials processing are also used in other subsystems. For example, the Acquisitions permission <b>Create a bib record from acquisitions and serials: Allow</b>&#160;is used in both subsystems.</p>
<p class="NoteShade"><b>Tip:<br /></b>Not all permissions are specific to Serials. There are other permissions which apply to Serials, but are not configured within Serials, such as the Cataloging permission<b>&#160;Override invalid item barcode message: Allow </b>and the Acquisitions permission<b>&#160;Create a bib record from acquisitions and serials: Allow</b>. </p>
<p class="NoteShade"><b>Note:</b><span class="FM_NoteHeader"><br /></span>To modify Polaris Administration profiles and parameters, you must have the following permissions:<br /><b>Access administration: Allow</b><br /><b>Modify parameters: Allow</b><br /><b>Modify profiles: Allow</b><br />For more information, see <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="../../Administration/PDpermiss/Setting_Administration_Permissions.htm#XREF_18386_Setting">Setting Administration Permissions</a>.</MadCap:conditionalText></p>
<table cellspacing="1" class="TableStyle-BlueHeader" style="margin-left: 0;margin-right: auto;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');">
<col class="TableStyle-BlueHeader-Column-Column1" />
<col class="TableStyle-BlueHeader-Column-Column1" />
<col class="TableStyle-BlueHeader-Column-Column1" />
<thead>
<tr class="TableStyle-BlueHeader-Head-Header1">
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
<p class="FM_TableHeading">Workflow</p>
</th>
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
<p class="FM_TableHeading">Required Permissions</p>
</th>
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
<p class="FM_TableHeading">Administration Explorer Security Location</p>
</th>
</tr>
</thead>
<tbody>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableRowHeading"><a name="kanchor3293"></a><a name="IX_permissions_29"></a><a name="XREF_57460_Permissions_for"></a>Manage Serial Holdings</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="5" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Maintain serial holdings records (including publication patterns)</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Access serials: Allow</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Serial holdings records: Create</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Serial holdings records: Modify</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Serial holdings records: Access</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Serial holdings records: Delete</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="3" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Control whether Polaris automatically creates issues or part records</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Access serials: Allow</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Serial holdings records: Access</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Serial holdings records: Modify</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableRowHeading"><a name="kanchor3294"></a><a name="IX_permissions_30"></a><a name="XREF_43124_Permissions_for"></a>Manage Subscriptions</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="4" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="NoteShade">Add a subscription icon</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Access serials: Allow</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Subscription records: Access</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Subscription records: Create</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Funds: Access </p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Acquisitions</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="4" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Maintain subscription records</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Subscription records: Access</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Subscription records: Modify</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Funds: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Acquisitions</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="2" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Renew or cancel a subscription</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Subscription records: Cancel and Renew </b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="3" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Delete subscription records</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Subscription records: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Subscription records: Delete</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="3" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Set subscription cancellation text and print parameters</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials </p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access reports and notices: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - System &#160;Administration</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>&#160;</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">&#160;</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableRowHeading"><a name="kanchor3295"></a><a name="IX_permissions_31"></a><a name="XREF_81587_Manage_Serial"></a>Manage Serial Issues/Parts</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="6" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Create, access, modify, and delete issues or parts</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Create</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Modify</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Delete</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial holdings records: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="9" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><a name="kanchor3296"></a><a name="IX_permissions_32"></a>Checking in serial issues/parts</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Delete</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Check-in Serial Issues/Standing Order Parts: </b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>UnCheck-in </b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial holdings records: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Modify</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Create a bib record from acquisitions and serials: Allow (optional)</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Acquisitions</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Create and delete item records from acquisitions and serials: Allow (if creating item records)</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Acquisitions</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">&#160;</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Default shelving scheme for new item and holdings records: Allow</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Cataloging</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="7" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Delete serial items linked to issues or parts</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Create</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Modify</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial Issues/Standing Order Parts: Delete</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Item records: Delete/Undelete </b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Create and delete item records from acquisitions and serials: Allow </b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Acquisitions</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableRowHeading"><a name="kanchor3297"></a><a name="IX_permissions_33"></a><a name="XREF_19830_Permissions_for"></a><a name="XREF_81615_Permissions_for"></a>Maintain Route Lists</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="4" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Create a route list</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Route lists: Create</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial holdings records: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Route lists: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="4" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Modify a route list</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Route lists: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Route lists: Modify</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Route lists: Modify route status</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="3" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Delete a route list</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Route lists: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Route lists: Delete</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System, Library, Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="3" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Set up route list defaults </p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access administration: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - System Administration</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Modify profiles: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - System Administration</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td colspan="3" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableRowHeading"><a name="kanchor3298"></a><a name="IX_permissions_34"></a><a name="XREF_86264_Claim_Serial"></a>Claim Serials Issues/Parts</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="5" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Enter and change serials claiming information in supplier records</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Suppliers: Create</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Suppliers: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Suppliers: Modify</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Suppliers: Modify postal address fields</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td rowspan="2" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Generate serials claims</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Claim alert list:&#160;Access </b>
</p>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Acquisitions</p>
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<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">&#160;</p>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Serial issues/<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> parts: Claim </b>
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<p class="FM_TableBody">System, Branch - Serials</p>
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<td rowspan="6" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><a name="kanchor3299"></a><a name="IX_permissions_35"></a>Set up claim notices in Polaris Administration</p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
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<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
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<p class="FM_TableBody"><b>Access administration: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - System Administration</p>
</td>
</tr>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Modify parameters: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - System Administration</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access reports and notices: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - System Administration</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Suppliers: Access</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Suppliers: Modify</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">Branch - Serials</p>
</td>
</tr>
<tr class="TableStyle-BlueHeader-Body-Body1">
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Generate claim notices </p>
</td>
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody"><b>Access serials: Allow</b>
</p>
</td>
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
<p class="FM_TableBody">System - Serials</p>
</td>
</tr>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">&#160;</p>
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<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
<p class="FM_TableBody">Access reports and notices: Allow</p>
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</p>
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Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/Serials_Admin/PDKseref/serialsprofref.htm
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<h1><a name="XREF_24567_Serial_Processing"></a>Serials Profiles Reference</h1>
<p>These are the parameters and profiles that you set to administer and maintain the Serials subsystem in Polaris Administration.</p>
<p class="NoteShade"><b>Note:<br /></b>Not all permissions, parameters, and profiles are specific to Serials. There are other permissions which apply to Serials, but are not configured within Serials, such as <b>Override invalid item barcode message: Allow </b>and the Acquisitions permission<b>&#160;Create a bib record from acquisitions and serials: Allow</b>.</p><a name="TOC_Serials_Permissions2"></a><a name="XREF_10155_Serials_Permissions"></a><a name="TOC_Serials_Parameters"></a><a name="XREF_24640_Setting"></a><a name="XREF_34040_Acquisitions_and"></a>
<p><a name="TOC_Serials_Profiles"></a><a name="XREF_61072_Acquisitions"></a><a name="kanchor3780"></a><a name="IX_serials_reference_list_2"></a><a name="kanchor3781"></a><a name="IX_reference_list_10"></a>The&#160;following profiles are available when you select <b>Profiles, Acquisitions/Serials</b>&#160;at the listed organizational levels. For more information, see <a href="../PDKserial/Serials_Administration.htm#XREF_39867_Working_with">Serials Administration</a>.</p>
<p class="FM_SideHeadingN"><a name="XREF_90790_Route_List_defaults"></a>Route List defaults<br />(System, Library, Branch, Workstation, Staff)<br /></p>
<p class="indent2">Sets the default values used when creating new route lists. See <a href="../PDKserial/Setting_Up_Routing.htm#XREF_78525_Defining_Route">Setting Up Routing</a>.</p>
<p class="FM_SideHeadingN"><a name="XREF_67051_Override_Serials"></a>Override Serials blocks<br />(Staff)</p>
<p class="indent2">Specifies whether the selected staff member can override blocks in Serials functions. Staff members with this profile set to <b>Yes</b>&#160;must also have permissions to the restricted functions. The default is <b>No</b>; to enable, set to <b>Yes</b>.</p>
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Staff Client Online Help/v7.1 - Staff Client Help/PolarisStaffHelp/Serials_Admin/PDKseref/serparamref.htm
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<h1><a name="XREF_24567_Serial_Processing"></a>Serials Parameters Reference</h1>
<p>These are the parameters and profiles that you set to administer and maintain the Serials subsystem in Polaris Administration.</p>
<p class="NoteShade"><b>Note:<br /></b>Not all permissions, parameters, and profiles are specific to Serials. There are other permissions which apply to Serials, but are not configured within Serials, such as <b>Override invalid item barcode message: Allow </b>and the Acquisitions permission<b>&#160;Create a bib record from acquisitions and serials: Allow</b>.</p>
<p class="FM_Heading3"><a name="TOC_Serials_Permissions2"></a><a name="XREF_10155_Serials_Permissions"></a>
</p>
<p class="FM_Heading3"><a name="TOC_Serials_Parameters"></a><a name="XREF_24640_Setting"></a><a name="XREF_34040_Acquisitions_and"></a>
</p>
<p><a name="kanchor3430"></a><a name="IX_serials_reference_list_1"></a><a name="kanchor3431"></a><a name="IX_reference_list_9"></a>The following parameters are available when you select <b>Parameters, Acquisitions/Serials</b>&#160;in the System Administration Explorer at the listed organizational levels. For more information, see <a href="../PDKserial/Serials_Administration.htm#XREF_39867_Working_with">Serials Administration </a>.</p>
<ul>
<li><a name="XREF_52003_Create_purchase"></a>Create purchase order at subscription renewal<br />(System, Library, Branch)</li>
</ul>
<p>Specifies whether a purchase order should be created when a subscription is approved for renewal. The default is <b>No</b>; to enable, set to <b>Yes</b>.</p>
<ul>
<li>Display of Issues on Check In<br />(System, Library, Branch) </li>
</ul>
<p>Specifies the status of issues that appear when the Check In workform is first opened. It can be set to <b>All</b>&#160;which displays all issues regardless of their status, or to Not received. You can define which statuses are included in the category Not received using the check boxes.</p>
<ul>
<li>Delete linked issue/part when serial item is deleted<br />(System, Library, Branch) </li>
</ul>
<p>Specifies if issues/parts are automatically deleted when you delete the linked serial item record. The default is <b>Yes</b>; to disable, set to <b>No</b>.</p>
<ul>
<li>Enter unit price at serials check-in</li>
</ul>
<p>Specifies whether the <b>Unit price</b>&#160;box appears in the prompt for barcode dialog box when serial issues or parts are checked in. When it is set to <b>Yes</b>&#160;(default), and the serial holdings record has the settings<span>&#160;</span><b>Generate item records at check-in </b>and<span>&#160;</span><b>Prompt for barcode</b>&#160;turned on, the dialog box also includes the unit price. The default is <b>Yes</b>; to disable, set to <b>No</b>.</p>
<ul>
<li><a name="XREF_32269_Print_subscription"></a>Notification: Print subscription cancellation notice<br />(System, Library, Branch)</li>
</ul>
<p>Specifies when a subscription cancellation notice is printed. The default is <b>Automatic</b>, cancellation notices are printed as individual subscriptions are canceled. If set to <b>Batch</b>, the Cancellation Notices report must be generated to print notices for canceled subscriptions.</p>
<ul>
<li><a name="XREF_56597_Subscription"></a>Notification: Subscription cancellation notice text<br />(System, Library, Branch)</li>
</ul>
<p>Specifies the wording of the subscription cancellation notice for the organization. The default text is <b>The Subscription identified in this notice is being canceled</b>.</p>
<ul>
<li><a name="XREF_45686_Subscription"></a>Subscription renewal fund - <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">deposit account<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A deposit account is an account with a vendor that allows customers to pay all or a portion of the estimated annual billing in advance. Depending on the amount prepaid, the typical discount is from 1.5% to 4.5% more than with a regular plan, where invoices are paid after the receipt of titles.</span></a><br />(System, Library, Branch)</li>
</ul>
<p>Specifies the budget account to use for the subscription renewal line item on a purchase order if a fund is not specified for the subscription. This fund is used if the payment method for the subscription is a depository agreement.</p>
<ul>
<li><a name="XREF_30306_Subscription"></a>Subscription renewal fund - non-deposit account<br />(System, Library, Branch)</li>
</ul>
<p>Specifies the budget account to use for the subscription renewal line item on a purchase order if a fund is not specified for the subscription. This fund is used if the payment method is something other than a depository agreement.</p>
<p class="FM_Heading3"><a name="TOC_Serials_Profiles"></a><a name="XREF_61072_Acquisitions"></a>
</p>
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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;">&#160;<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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