Staff Client Help v7.1
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Addresses_Policy.htm">Open topic with navigation</a>
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<h1>Addresses Policy Table</h1>
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<p>Use this table to maintain the addresses for a library organization.</p>
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<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
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<p>See also:</p>
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<ul>
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<li><a href="../../Administration/PDorgnizatn/Add_an_organization_address_entry.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Add an organization address entry</span></a>
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</li>
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<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
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</li>
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<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</span></a>
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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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<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/PRadmin.fm" /><title>Branch Removal Conflicts Dialog Box</title>
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<h1><a name="kanchor1969"></a><a name="IX_described_118"></a><a name="XREF_21832_Branch_Removal"></a>Branch <span style="font-size: 11.0pt;"><a name="CSH_115"></a></span>Removal Conflicts Dialog Box</h1>
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<p>The Branch Removal Conflicts dialog box appears when you try to remove a collection from a branch, but the removal would cause problems in other functions of Polaris. See <a href="../../Administration/PDcollections/Review_and_edit_collection_information.htm#XREF_13552_Review_collection">Review and edit collection information</a>. Use this dialog box to resolve the problems as follows:</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Branch conflicts</span> - Select a branch name to see the conflict details and resolve the conflict for the branch-assigned records. To remove a collection assignment from records with the conflict, without assigning an alternative collection, select <b>(None)</b> in the Alternative Collections list, and click <b>Resolve. </b>To assign an alternative collection, select the collection and click <b>Resolve</b>.</li>
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<li><span class="FM_BulletHead">Invoice Line Item Segments</span> - The number of pieces in shipments being received that have the branch and collection combination as a destination. You can break the links and delete the collection, or cancel the operation.</li>
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<li><span class="FM_BulletHead">Item Templates</span> - The number of item record templates which use the branch and collection combination. You cannot remove the collection from the branch unless you select a different collection at the same branch. This changes the collection setting in the template. You can also delete the template or change the template to a different branch with the same collection.</li>
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<li><span class="FM_BulletHead">Items</span> - The number of item records with this specific branch and collection combination. You cannot remove the collection from the branch unless you select a different collection at the same branch. This changes the assigned collection for all items assigned to the collection and branch combination.</li>
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<li><span class="FM_BulletHead">Purchase Order Line Item Segments</span> - The number of pieces on order that have the branch and collection combination as a destination. You can break the links and delete the collection, or cancel the operation.</li>
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<li><span class="FM_BulletHead">Selection List Line Item Segments</span> - The number of requested titles that have the branch and collection combination as a destination. You can break the links and delete the collection, or cancel the operation.</li>
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||||
<li><span class="FM_BulletHead">Standing Order Copies</span> - The number of <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> copies that have the branch and collection combination as the destination for the standing order parts. You cannot remove the collection from the branch until the copy records are assigned to a different collection at the same branch.</li>
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||||
<li><span class="FM_BulletHead">Subscription Copies</span> - The number of subscriptions that have the branch and collection combination as the destination for the issues. You cannot remove the collection from the branch until the serial holdings records are assigned to a different collection at the same branch.</li>
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</ul>
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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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||||
<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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</tbody>
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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/PRadmin.fm" /><title>Branch Workform</title>
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<h1><a name="kanchor1218"></a><a name="IX_described_109"></a><a name="XREF_68303_Branch_Workform"></a>Branch <span style="font-size: 11.0pt;"><a name="CSH_106"></a></span>Workform</h1>
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<p>The Branch workform displays organization information for the branches in your system. There may be multiple branches in a Polaris installation; each has a parent library organization. See <a href="../../Administration/PDorgnizatn/Working_with_Branches.htm#XREF_58127_Registering_a">Working with Branches</a>.</p>
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<p class="NoteShade"><b>Note:<br /></b>You can set tables, parameters, profiles, and permissions for an organization directly from the Administration Explorer. Some settings are available only from the Explorer and are not available from the organization workform. See <a href="../../Administration/PDstart/Use_the_Administration_Explorer.htm#XREF_68318_Access">Use the Administration Explorer</a>.</p>
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<p>Use the workform views as follows:</p>
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<p><span class="FM_BulletHead">Edit branch location and contact information</span> - Select <b>View, General</b>, or click <img alt="OrgGenView00465.gif" style="margin-bottom: 0.000pt;width: 30;height: 28;" id="image11" src="OrgGenView00465_30x28.gif" />.</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Address and contact information</span> - Must be defined in the appropriate tables before you can select them in the branch record. See <a href="../../Administration/PDorgnizatn/Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="../../Administration/PDorgnizatn/Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>. You can set separate addresses for billing, shipping, and the return address on notices.</li>
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<li><span class="FM_BulletHead">Standard address number (SAN)</span> - Three fields provide places for the SAN elements, from left to right: the SAN prefix (international code); the standard address number of the branch; and the SAN suffix (the department or organization code). The SAN is used in ordering and interlibrary loans.</li>
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<li><span class="FM_BulletHead">Tax exempt number</span> - This organization-specific number is placed on orders where branches are exempt from paying sales tax.</li>
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<li><span class="FM_BulletHead">Error Reporting Email </span>- (Optional) Type the e-mail address of the administrator who should receive the report of a system error.</li>
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</ul>
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<p><span class="FM_BulletHead">Set parameters</span> - Select <b>View, Parameters,</b> or click <img alt="OrgParamView00466.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image12" src="OrgParamView00466_28x28.gif" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For information about specific parameters, see the following topics:</p>
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||||
<ul>
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||||
<li><span class="FM_BulletHead">Acquisitions/Serials</span> - <a href="../../Acquisitions/PDKacqref/acqprofref.htm">Acquisitions and Serials Parameters</a></li>
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||||
<li><span class="FM_BulletHead">Cataloging</span> - <a href="../../Cataloging_Admin/PDKcatref/catparamref.htm">Cataloging Parameters Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Patron Services</span> - <a href="../../Patron_Services_Admin/PDPreceipts/Set_check-out_receipt_options.htm">Patron Services Parameters Reference</a></li>
|
||||
<li><span class="FM_BulletHead">PAC</span> - <a href="../../Public_Access_Admin/PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a></li>
|
||||
<li><span class="FM_BulletHead">Notification</span> - <a href="../../Telephony_Admin/Telephony_Parameters_Reference.htm#XREF_49550_Notification">Telephony Parameters Reference</a></li>
|
||||
<li><span class="FM_BulletHead">SelfCheck Unit</span> - <a href="../../Patron_Services_Admin/PDPselfcheckParams/Self-Check_Parameters_Reference.htm#XREF_49428_Self_Check">Self-Check Parameters Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Request</span> - <a href="../../Patron_Services_Admin/PDPNCIP/NCIP_Administration.htm">NCIP Administration</a></li>
|
||||
<li><span class="FM_BulletHead">Credit Card Payment</span> - <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a></li>
|
||||
</ul>
|
||||
<p><span class="FM_BulletHead">Set profiles</span> - Select <b>View, Profiles,</b> or click <img alt="OrgProfView00467.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image13" src="OrgProfView00467_28x28.gif" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For information about specific profiles, see the following topics:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Acquisitions/Serials</span> - <a href="../../Acquisitions/PDKacqref/acqprofref.htm">Acquisitions and Serials Profiles Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Patron Services</span> - <a href="../../Patron_Services_Admin/PDPProfRef/Patron_Services_Profiles_Reference.htm">Patron Services Profiles Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Cataloging</span> - Cataloging Permissions, Parameters, and Profiles</li>
|
||||
<li><span class="FM_BulletHead">PAC</span> - <a href="../../Public_Access_Admin/PDOPacProfs/PAC_Profiles_Reference.htm#XREF_61718_PAC_Profiles">PAC Profiles Reference</a></li>
|
||||
<li><span class="FM_BulletHead">PowerPAC</span> - <a href="../../Public_Access_Admin/PDOPowerProfs/Polaris_PowerPAC_Profiles_Reference.htm#XREF_65996_Web_Interface">Polaris PowerPAC Profiles Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Children’s PAC</span> - <a href="../../Public_Access_Admin/PDOchildProfs/Childrens_PAC_Profiles_Ref.htm#XREF_81866_Public_Client">Children’s PAC Profiles Reference</a></li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Staff Client</span> - <a href="../../Administration/PDquickref/Administration_Shortcut_Keys.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a></p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead">Mobile PAC</span> - <a href="../../Public_Access_Admin/PDOMobileProfs/Mobile_PAC_Profiles_Reference.htm#XREF_62110_Mobile_PAC">Mobile PAC Profiles Reference</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p><span class="FM_BulletHead">Edit tables</span> - Select <b>View, Database Tables</b>, or click <img alt="OrgTablesView00468.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image14" src="OrgTablesView00468_28x28.gif" />. See <a href="../../Administration/PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some tables are view-only. Some tables are available only from the Administration Explorer.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Assign permissions</span> - Select <b>View, Permissions</b>, or click <img alt="OrgPermView00469.gif" style="margin-bottom: 0.000pt;width: 29;height: 28;" id="image15" src="OrgPermView00469_29x28.gif" />. See <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</p>
|
||||
</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>
|
||||
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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="Polaris User Interface (UI) Reference|General Administration UI 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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<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/PRadmin.fm" /><title>Client Visual Alert Configuration Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Client_Visual_Alert_Configuration_Dialog_Box.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="kanchor95"></a><a name="IX_described_120"></a>Client <span style="font-size: 11.0pt;"><a name="CSH_117"></a></span>Visual Alert Configuration Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:<br /></b>In Polaris Administration, select <b>Profiles</b>, <b>Staff Client</b>, <b>Client visual alert configuration.</b></p>
|
||||
<p>Use this dialog box to set a message to alert the user that he or she is attempting to log on to the staff client on the server where you make these settings, and once the user has logged on, to indicate the log-on server through custom colors on the title bars of staff client workforms. You can set an alert message, custom colors, or both features. See <a href="../../Administration/PDattribut/Visual_Cues_for_Staff_Client_Log-On_Server.htm#XREF_97325_Charge_for_Holds">Visual Cues for Staff Client Log-On Server</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Alert Message</span> - To specify an alert message, check <b>Logon alert message </b>and type the message (255 character maximum) in the field just below the alert message option. To clear a previous set message, clear the <b>Logon alert message</b> check box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Custom Title Bar Colors</span> - Check <b>Enable custom title bar colors</b>. You can use the default violet and plum for the active and inactive windows, or specify custom colors. To specify your own custom colors:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Select the drop-down arrow for the <b>Active window</b> or <b>Inactive window</b> to access the color picker.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Click a color, or click <b>Other</b> to open the color tool.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">To select a color on the Standard tab of the color tool, click <b>Select</b> and click a color or gray-scale value. Or click the Custom tab to select a color from a continuous palette. Alternatively, you can type standard RGB values.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>You must log off the Polaris staff client and log on again for the changes to take effect.</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>
|
||||
+106
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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="Polaris User Interface (UI) Reference|General Administration UI 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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<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/PRadmin.fm" /><title>Collection Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Collection_Workform.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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<h1><a name="kanchor992"></a><a name="IX_described_110"></a><a name="XREF_24683_Collection_Workform"></a>Collection <span style="font-size: 11.0pt;"><a name="CSH_107"></a></span>Workform</h1>
|
||||
<p>The Collection workform names a collection and specifies the branches where collections with this name are used. See <a href="../../Administration/PDcollections/Working_with_Collections.htm#XREF_22362_Administering"> Setting Statistical Codes for Reports</a>.</p>
|
||||
<p>Use the workform views as follows:</p>
|
||||
<p>Edit collection name and assigned branches - Select <b>View, Branches</b> or click <img alt="CollBrIcon.gif" style="margin-bottom: -8.000pt;width: 30;height: 29;" id="image16" src="CollBrIcon_30x29.gif" />.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Name and abbreviation</span> - Type a name and abbreviation for the collection. The name appears as an option on Polaris workforms where a collection is selected. For example, you can select the collection on the Item Record workform - Holdings view. You can use the Find Tool to search for collections by name or by abbreviation.</li>
|
||||
<li><span class="FM_BulletHead">Branches</span> - Select the check boxes for the branches where the collection name is used. Clear a branch check box if the collection name is not used at that branch. When a branch is checked, the collection appears as an option in branch-specific collection lists such as the one on the Item Record workform - Holdings view. Click <b>Select All</b> to indicate that all branches use this collection. Click <b>Unselect All</b> to remove this collection from all branch lists.</li>
|
||||
</ul>
|
||||
<p>Specify collection eligibility for floating - Select <b>View, Floating branches</b> or click <img alt="CollFloatIcon.gif" style="margin-bottom: -8.000pt;width: 30;height: 29;" id="image17" src="CollFloatIcon_30x29.gif" />. </p>
|
||||
<ul>
|
||||
<li>Select the check boxes for the branches from which items in this collection can potentially float. </li>
|
||||
<li>Clear a branch check box if the collection should not float from that branch. </li>
|
||||
<li>Click <b>Select All</b> to indicate that the collection is eligible to float from all branches. </li>
|
||||
<li>Click <b>Unselect All</b> to designate this collection as ineligible to float from any branch. See <a href="../../Patron_Services_Admin/PDPfloating/Designating_Floating_Collections.htm#XREF_91520_Defining_Item">Designating Floating Collections</a>.</li>
|
||||
</ul>
|
||||
<p>Delete the collection - Use one of these methods:<ul type="disc"><li>Select <b>File, Delete.</b></li><li>Click the Delete icon on the toolbar.</li><li>Press <b>CTRL+D</b>.</li><li>Press <b>ALT+F+D</b>.</li></ul></p>
|
||||
<p class="indent2">The system checks for linked objects that use the Collection. These links prevent the collection from being deleted, and you must resolve the conflicts before deleting the collection. The message lists the number of linked objects:</p>
|
||||
<ul type="disc">
|
||||
<li>Item Records</li>
|
||||
<li>Reserve Item Records</li>
|
||||
<li>Item Templates</li>
|
||||
<li>Reserve Item Templates</li>
|
||||
<li>Serial Holdings Records</li>
|
||||
<li>Quick-circ Item records</li>
|
||||
<li>Standing Order Part Records</li>
|
||||
</ul>
|
||||
<p class="indent2">The system also displays a warning message and the count of linked objects if any of these features use the collection:</p>
|
||||
<ul type="disc">
|
||||
<li>Children’s PAC Search Limit</li>
|
||||
<li>Selection List Line Item Segments</li>
|
||||
<li>PO Line Item Segments</li>
|
||||
<li>Invoice Line Item Segments</li>
|
||||
</ul>
|
||||
<p class="indent2">For these links, you can click <b>No</b> (the collection is not deleted) or <b>Yes</b> (the collection is deleted). If you click <b>Yes</b>, the deleted collection is replaced by <b>[None]</b> in the linked objects.</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>
|
||||
+82
@@ -0,0 +1,82 @@
|
||||
<!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="Polaris User Interface (UI) Reference|General Administration UI Reference" 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>Contact Persons Policy Table</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<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">
|
||||
</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">
|
||||
</script>
|
||||
<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>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
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/UI_Ref/PRadmin/ContactPersPolTab.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>Contact Persons Policy Table</h1>
|
||||
<p>Use this table to maintain a list of contact people for use in organization records that require contact information. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Administration/PDorgnizatn/Identifying_Organization_Contacts.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Identifying Organization Contacts</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</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>
|
||||
+82
@@ -0,0 +1,82 @@
|
||||
<!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="Polaris User Interface (UI) Reference|General Administration UI Reference" 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>Currencies Policy Table</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<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">
|
||||
</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">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
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/UI_Ref/PRadmin/Currencies_Policy_Table.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>Currencies Policy Table</h1>
|
||||
<p>Use this table to specify foreign currencies used in Acquisitions processing. All organizations use the settings in this table.</p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Acquisitions_Admin/PDKacquire/Add_or_enable_a_foreign_currency.htm#XREF_85851_Enter_the_foreign" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Add or Enable a Foreign Currency</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/PolicyTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Policy Tables Reference</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>
|
||||
+83
@@ -0,0 +1,83 @@
|
||||
<!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="Polaris User Interface (UI) Reference|General Administration UI Reference" 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" />
|
||||
<meta content="GIS Information Systems_ Inc." name="rh-authors" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="Originator" content="ImportMif" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadmin.fm" /><title>Default Directory Dialog Box</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<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" />
|
||||
<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">
|
||||
</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">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
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/UI_Ref/PRadmin/Default_Directory_Dialog_Box.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="kanchor3277"></a><a name="IX_described_122"></a>Default <span style="font-size: 11.0pt;"><a name="CSH_119"></a></span>Directory Dialog Box</h1>
|
||||
<p>Use the Default Directory dialog box to specify the location for various Polaris logs and files. The types of files vary, depending on where you opened the dialog box:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Acquisitions/Serials profiles: Default directory</span> - Specifies the location where various Acquisitions and Serials logs and files are saved.</li>
|
||||
<li><span class="FM_BulletHead">Cataloging profiles: Default directory</span> - Specifies the location where various Cataloging logs and files are saved.</li>
|
||||
<li><span class="FM_BulletHead">Patron Services profiles: Default directory</span> - Specifies the folder for patron services reports.</li>
|
||||
<li><a name="kanchor3278"></a><a name="IX_described_124"></a><span class="FM_BulletHead">Staff Client </span><span class="FM_BulletHead">profiles: Library documentation - staff client</span> - Specifies the path and file or URL of the information to display when <b>Library Documentation</b> is selected from the Help menu on the Polaris Shortcut Bar. This option is a convenient way to make custom documentation available in the staff client. Type the path/filename, or click <b>Browse</b> to browse to the location; if you specify a URL, begin with <b>http://</b>.</li>
|
||||
<li><a name="kanchor3279"></a><a name="IX_described_125"></a><span class="FM_BulletHead">Staff Client </span><span class="FM_BulletHead">profiles: Report Output Directory</span> - For the workstation, specifies the location of Polaris reports and notices when they are generated. Type the directory path, or click <b>Browse</b> to browse to the location.</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>
|
||||
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadmin.fm" /><title>General Administration Workforms</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/General_Administration_Workforms.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>General Administration UI Reference</h1>
|
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<p>In the <b>Contents</b> list for online Help, click the plus sign by <b>General Administration UI Reference</b>, then click a subtopic link to see more information about how to use a specific workform or dialog box.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The same information is available when you click <img alt="formHelp_Icon.gif" style="margin-bottom: -6.000pt;width: 29;height: 29;" id="image0" src="formHelp_Icon_29x29.gif" />, click <b>Help</b>, or press <b>F1</b> on most workforms and dialog boxes.</p>
|
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<ul>
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<li><a href="Polaris_Administration_Explorer.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris Administration Explorer</span></a>
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</li>
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<li><a href="System_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">System Workform</span></a>
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<li><a href="Library_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Library Workform</span></a>
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</li>
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<li><a href="Branch_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Branch Workform</span></a>
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<li><a href="Staff_Member_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Staff Member Workform</span></a>
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<li><a href="Workstation_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Workstation Workform</span></a>
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<li><a href="Server_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Server Workform</span></a>
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<li><a href="Permission_Group_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Permission Group Workform</span></a>
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<li><a href="Collection_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Collection Workform</span></a>
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</li>
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<li><a href="Resource_Group_Workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Resource Group Workform</span></a>
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<li><a href="Report_of_Unavailable_Targets_Dialog_Box.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Report of Unavailable Targets Dialog Box</span></a>
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<li><a href="Search_Server_Properties_Dialog_Box.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Search Server Properties Dialog Box</span></a>
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</li>
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<li><a href="Branch_Removal_Conflicts_Dialog_Box.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Branch Removal Conflicts Dialog Box</span></a>
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</li>
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<li><a href="Postal_Codes_Tables_Filter_Dialog_Box.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Postal Codes Tables Filter Dialog Box</span></a>
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</li>
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<li><a href="Client_Visual_Alert_Configuration_Dialog_Box.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Client Visual Alert Configuration Dialog Box</span></a>
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</li>
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<li><a href="Report_Server_Set_Up_Dialog_Box.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Report Server Set Up Dialog Box</span></a>
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</li>
|
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<li><a href="Default_Directory_Dialog_Box.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Default Directory Dialog Box</span></a>
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</li>
|
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<li><a href="Object_Locks_Database.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Object Locks Database Table</span></a>
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</li>
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<li><a href="Postal Codes Database Table.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Postal Codes Database Table</span></a>
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</li>
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<li><a href="Addresses_Policy.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Addresses Policy Table</span></a>
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</li>
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<li><a href="ContactPersPolTab.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Contact Persons Policy Table</span></a>
|
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</li>
|
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<li><a href="Currencies_Policy_Table.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Currencies Policy Table</span></a>
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</div>
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</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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<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>
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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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</tr>
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|
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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="Polaris User Interface (UI) Reference|General Administration UI 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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadmin.fm" /><title>Library Workform</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/UI_Ref/PRadmin/Library_Workform.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="kanchor4281"></a><a name="IX_described_108"></a>Library <span style="font-size: 11.0pt;"><a name="CSH_105"></a></span>Workform</h1>
|
||||
<p>The Library workform displays organization information for the libraries in your system. There may be multiple library records in a Polaris installation; each is the parent organization of at least one branch. See <a href="../../Administration/PDorgnizatn/Working_with_Libraries.htm#XREF_53827_Working_with">Working with Libraries</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set tables, parameters, profiles, and permissions for an organization directly from the Administration Explorer. Some settings are available only from the Explorer and are not available from the organization workform. See <a href="../../Administration/PDstart/Use_the_Administration_Explorer.htm#XREF_68318_Access">Use the Administration Explorer</a>.</p>
|
||||
<p>Use the workform views as follows:</p>
|
||||
<p>To Edit library location and contact information - Select <b>View, General</b>, or click <img alt="OrgGenView00460.gif" style="margin-bottom: 0.000pt;width: 30;height: 28;" id="image6" src="OrgGenView00460_30x28.gif" /></p>
|
||||
<ul type="disc">.<li><span class="FM_BulletHead">Address and contact information</span> must be defined in the appropriate tables before you can select them in the library record. See <a href="../../Administration/PDorgnizatn/Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="../../Administration/PDorgnizatn/Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</li><li><span class="FM_BulletHead">Error Reporting Email</span> - (Optional) Type the e-mail address of the administrator who should receive the report of a system error.</li></ul>
|
||||
<li>To set parameters - Select <b>View, Parameters,</b> or click <img alt="OrgParamView00461.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image7" src="OrgParamView00461_28x28.gif" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For information about specific parameters, see the following topics:</li>
|
||||
<ul type="disc">
|
||||
<li> <a href="../../Acquisitions/PDKacqref/acqparamref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Acquisitions Parameters Reference</span></a></li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPPermsRef/Circulation_Permissions_List.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Circulation Permissions Reference</span></a>
|
||||
</li>
|
||||
<li><a href="../../Public_Access_Admin/PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels (PAC)</a>
|
||||
</li>
|
||||
<li><a href="../../Telephony_Admin/Telephony_Parameters_Reference.htm#XREF_49550_Notification">Telephony Parameters Reference.</a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPselfcheckParams/Self-Check_Parameters_Reference.htm#XREF_49428_Self_Check">Self-Check Parameters Reference.</a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPNCIP/NCIP_Administration.htm">NCIP Administration</a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce.</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>To set profiles - Select <b>View, Profiles,</b> or click <img alt="OrgProfView00462.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image8" src="OrgProfView00462_28x28.gif" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For in formation about specific profiles, see the following topics:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="../../Acquisitions/PDKacqref/acqprofref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Acquisitions and Serials Profiles Reference</span></a>
|
||||
</li>
|
||||
<li><a href="../../Patron_Services_Admin/PDPProfRef/Patron_Services_Profiles_Reference.htm#XREF_93865_Patron_Services">Patron Services Profiles Reference.</a>
|
||||
</li>
|
||||
<li><a href="../../Cataloging_Admin/PDKcatref/catprofref.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Cataloging Profiles Reference</span></a>
|
||||
</li>
|
||||
<li><a href="../../Public_Access_Admin/PDOPacProfs/PAC_Profiles_Reference.htm#XREF_61718_PAC_Profiles">PAC Profiles Reference</a>
|
||||
</li>
|
||||
<li><a href="../../Public_Access_Admin/PDOPowerProfs/Polaris_PowerPAC_Profiles_Reference.htm#XREF_65996_Web_Interface">Polaris PowerPAC Profiles Reference</a>
|
||||
</li>
|
||||
<li><a href="../../Public_Access_Admin/PDOchildProfs/Childrens_PAC_Profiles_Ref.htm#XREF_81866_Public_Client">Children’s PAC Profiles Reference</a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDquickref/Administration_Shortcut_Keys.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>
|
||||
</li>
|
||||
<li><a href="../../Public_Access_Admin/PDOMobileProfs/Mobile_PAC_Profiles_Reference.htm#XREF_62110_Mobile_PAC">Mobile PAC Profiles Reference</a>
|
||||
</li>
|
||||
</ul>
|
||||
<li>To edit tables - Select <b>View, Database Tables</b>, or click <img alt="OrgTablesView00463.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image9" src="OrgTablesView00463_28x28.gif"></img>. See <a href="../../Administration/PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>.</li>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Address and contact information</span> must be defined in the appropriate tables before you can select them in the library record. See <a href="../../Administration/PDorgnizatn/Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="../../Administration/PDorgnizatn/Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</li>
|
||||
<li><span class="FM_BulletHead">Error Reporting Email</span> - (Optional) Type the e-mail address of the administrator who should receive the report of a system error.</li>
|
||||
<li><span class="FM_BulletHead">Address and contact information</span> must be defined in the appropriate tables before you can select them in the library record. See <a href="../../Administration/PDorgnizatn/Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="../../Administration/PDorgnizatn/Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some tables are view-only. Some tables are available only from the Administration Explorer.</p>
|
||||
<p><span class="FM_BulletHead">To assign permissions</span> - Select <b>View, Permissions</b>, or click <img alt="OrgPermView00464.gif" style="margin-bottom: 0.000pt;width: 29;height: 28;" id="image10" src="OrgPermView00464_29x28.gif" />. See <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</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>
|
||||
+79
@@ -0,0 +1,79 @@
|
||||
<!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="Polaris User Interface (UI) Reference|Cataloging Administration UI Reference" 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" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminCat.fm" /><title>Network Domains</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
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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/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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</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>
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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>
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<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
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/UI_Ref/PRadmin/Network_Domains.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>Network <a name="CSH_88"></a>Domains Database Table</h1>
|
||||
<p class="Body">For multi-domain networks, this table specifies the NetBios Name and DNSName for each domain in your network. </p>
|
||||
<ul>
|
||||
<li>To add an entry, click <img alt="PRadminCat00449.gif" style="margin-bottom: -4.500pt;width: 28;height: 27;" id="image41" src="../PRadminCat/PRadminCat00449_28x27.gif" /></li>
|
||||
<li>To modify an entry, click <img alt="modbutton00450.gif" style="width: 21.203pt;height: 18.794pt;margin-bottom: -4.500pt;" id="image42" src="../PRadminCat/modbutton00450.gif" /></li>
|
||||
</ul>
|
||||
<p class="Body">For information about using tables, see <a href="../../Administration/PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</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>
|
||||
+73
@@ -0,0 +1,73 @@
|
||||
<!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="Polaris User Interface (UI) Reference|General Administration UI 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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<head>
|
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<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>Object Locks Database Table</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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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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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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</script>
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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>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Object_Locks_Database.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>Object Locks Database Table</h1>
|
||||
<p>When a Polaris record is open, an entry is automatically made in the Object Locks table so that no one else can change the record. When the record is closed, the entry is automatically removed from the Object Locks table. </p>
|
||||
<p>See also: <a href="../../Administration/PDstart/Managing_Record_Locks.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing Record Locks</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>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!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="Polaris User Interface (UI) Reference|General Administration UI 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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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
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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/PRadmin.fm" /><title>Permission Group Workform</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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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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<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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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/UI_Ref/PRadmin/Permission_Group_Workform.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>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5047"></a><a name="IX_described_115"></a><a name="XREF_47585_Group_Workform"></a>Permission <span style="font-size: 11.0pt;"><a name="CSH_112"></a></span>Group Workform</h1>
|
||||
<p>The Permission Group workform displays information about a Polaris permission group. The member organizations, staff members, and workstations have the permissions of the group. For general information about Polaris permissions, see <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>. For specific information about groups, see <a href="../../Administration/PDpermiss/Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>. Use the Group workform to set group membership and permissions. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris provides a set of default groups based on common staff workflows. See <a href="../../Administration/Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>Add a new group to Polaris - Select <b>File | New</b>, or click <img alt="newicon.gif" style="width: 28.640pt;height: 26.480pt;margin-bottom: 0.000pt;" id="image24" src="newicon.gif" />. See <a href="../../Administration/PDpermiss/Create_a_new_permission_group.htm#XREF_60024_Create_a_group">Create a new permission group</a>. The Permission Group name displays in group lists on other Polaris workforms, and you search by this name with the Find Tool. The <b>Description</b> field is optional.</li>
|
||||
<li>Add and remove members of the group - Select <b>View, General</b>, or click <img alt="OrgGenView00470.gif" style="width: 19.531pt;height: 19.502pt;margin-bottom: 0.000pt;" id="image25" src="OrgGenView00470.gif" />. The icons above the Members list represent the system, organizations, staff members, and workstations. Select an icon to find the appropriate record and add it to the group. See <a href="../../Administration/PDpermiss/Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a>.</li>
|
||||
<li>Assign or remove permissions for the group - Select <b>View, Permissions</b>, or click <img alt="OrgPermView00471.gif" style="width: 19.531pt;height: 19.502pt;margin-bottom: 0.000pt;" id="image26" src="OrgPermView00471.gif" />. You can add and remove permissions using the list tool bar. The members of the group have the permissions in this list. See <a href="../../Administration/PDpermiss/Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>. You can copy group memberships from one workstation or staff member to another. See <a href="../../Administration/PDpermiss/Copy_acquire_permission_group_memberships.htm#XREF_32042_Copy_group">Copy (acquire) permission group memberships</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can sort the list by clicking a column head. Sorting can take some time because there may be thousands of permissions. Wait until the sorting operation is complete before you proceed.</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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<h1><a name="kanchor1513"></a><a name="IX_described_106"></a><a name="XREF_14161_Polaris_System"></a>Polaris <span style="font-size: 11.0pt;"><a name="CSH_103"></a></span>Administration Explorer</h1>
|
||||
<p>From the Polaris Administration Explorer, you can work with system records and set up Polaris to work in your system. The tree view on the left displays the list of organizations and resources in the Polaris installation. If you opened the Explorer at a level other than the system level, only the organizations or resources for that level and lower display. The details view on the right displays information, a table, or a tab for the item selected in the tree view. See <a href="../../Administration/PDstart/Accessing_Administration_Records.htm#XREF_85578_Working_with_the">Accessing Administration Records</a>. Use the Administration Explorer to:</p>
|
||||
<ul type="disc">
|
||||
<li>View organization and resource information - Select the organization, workstation, or staff member in the tree view. Read-only information is displayed in the details view. To open an organization or resource record, right-click it in the tree view and select <b>Edit</b> from the context menu. See <a href="../../Administration/PDstart/Use_the_Administration_Explorer.htm#XREF_68318_Access">Use the Administration Explorer</a>.</li>
|
||||
<li>Add organizations and resources to Polaris - See <a href="../../Administration/PDorgnizatn/Setting_Up_Organizations.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Organizations</span></a>.</li>
|
||||
<li>Manage permissions and permission group membership for an organization, workstation, or staff member - Expand the organization or resource in the tree view, and select <b>Permissions</b> in the expanded list. See <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</li>
|
||||
<li>Assign permissions by organization - Expand the organization in the tree view, and select <b>Security</b> in the expanded list. See <a href="../../Administration/PDpermiss/Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>.</li>
|
||||
<li>View and modify Polaris settings for an organization - See <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>.</li>
|
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</ul>
|
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</div>
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</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%;" />
|
||||
<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>
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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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</table>
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</body>
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</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="Polaris User Interface (UI) Reference|General Administration UI 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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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Postal Codes Database Table</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Postal Codes Database Table.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>Postal Codes Database Table</h1>
|
||||
<p>When Polaris is installed, the Postal Codes database table contains the current Zip codes defined by the United States Postal Service. Canadian postal codes are installed at implementation for Canadian customers. </p>
|
||||
<p> When you select the <b>Postal Codes</b> database table for an organization in the Administration Explorer tree view, the Postal Codes Tables Filter dialog box opens. Use the dialog box to filter the rows in the Postal Codes table before the table is opened. </p>
|
||||
<p>You can <a href="../../Administration/PDattribut/Add_a_table_entry.htm">add an entry to the table</a>, or select an entry and <a href="../../Administration/PDattribut/Change_a_table_entry.htm">modify it</a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../Administration/PDattribut/Working_with_Tables.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Tables</span></a>
|
||||
</li>
|
||||
<li><a href="../../Administration/PDTablesRef/DataTabRef.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Database Tables Reference </span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<p> </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%;" />
|
||||
<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>
|
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</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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+82
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<!DOCTYPE html>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadmin.fm" /><title>Postal Codes Tables Filter Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Postal_Codes_Tables_Filter_Dialog_Box.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="kanchor1116"></a><a name="IX_described_119"></a>Postal <span style="font-size: 11.0pt;"><a name="CSH_116"></a></span>Codes Tables Filter Dialog Box</h1>
|
||||
<p>This dialog box appears when you select the <b>Postal Codes</b> database table for an organization in the Administration Explorer tree view. Use the dialog box to filter the rows in the Postal Codes table before the table is opened.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Unfiltered, the Postal Codes table takes some time to load because at implementation it may contain all the U.S. Postal Service Zip codes and/or Canadian postal codes—over 850,000 entries.</p>
|
||||
<p>To set the filters you want to apply to the Postal Codes table:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Country</span> - Select the country’s check box to include the country’s postal codes, or clear the check box to exclude them. At least one country must be selected. The default selection is based on the <b>Default Country</b> setting in the system record.</li>
|
||||
<li><span class="FM_BulletHead">States/Provinces</span> - States or provinces or listed depending on the selected country. Select <b>All</b> to include the entire list, or select individual states or provinces. </li>
|
||||
<li><span class="FM_BulletHead">County, city, postal code</span> - These free-text fields are case-insensitive. You can use the asterisk wild-card character <b>*</b> at the beginning or end of the text string. You can also use the pound sign<b> #</b>, which stands for one character only, at any point in the text string. </li>
|
||||
</ul>
|
||||
<p>Counts at the top of the filter dialog box show how many postal codes will be loaded with the filters you have set. When you change the filter criteria, you can click the refresh button <img alt="PostalDXRefresh.gif" style="margin-bottom: -8.000pt;width: 29;height: 25;" id="image32" src="PostalDXRefresh_29x25.gif" /> to see the new counts. When you are ready to load the Postal Codes table, click <b>Apply Filter</b>. See <a href="../../Administration/PDorgnizatn/Setting_System_Postal_Codes.htm#XREF_42844_Setting_Postal">Setting System Postal Codes</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>
|
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</table>
|
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</body>
|
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</html>
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<h1>Proxy Server Setup Dialog Box</h1>
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Use the Proxy Server Setup dialog box to specify the proxy server:
|
||||
|
||||
</p>
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<ul>
|
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<li>
|
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Select (check) the <b>Use proxy server</b> check box.
|
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The log-in information boxes become available for use.</li>
|
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<li>
|
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Type the log-in name, password, and domain name for the proxy server in the appropriate boxes.
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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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<h1><a name="kanchor677"></a><a name="IX_described_121"></a>Report <span style="font-size: 11.0pt;"><a name="CSH_118"></a></span>Server Set Up Dialog Box</h1>
|
||||
<p class="NoteShade"><b>To open this dialog box:</b>
|
||||
<br style="font-weight: bold;" />In Polaris Administration, select <b>Profiles</b>, <b>Staff</b><b>Client</b>, <b>Report</b><b>Server</b>.</p>
|
||||
<p>Polaris uses SQL Server Reporting Services for reports, notices, and most printing tasks in the staff client. Microsoft Report Manager, and Report Designer, if you customize reports, are installed on your report “server,” which may be located on your Polaris Web server or another server you specify. Use this dialog box to set up reporting services in Polaris Administration.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your Web server is outside the firewall, you can also specify a proxy server to provide access to the Web server for SQL Server Reporting Services. See <a href="../../Administration/PDrepserv/Specify_a_proxy_server_for_Reporting_Services.htm#XREF_19740_Specify_a_proxy">Specify a proxy server for Reporting Services</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Report Server URL</b> - Type the URL for the report server.</li>
|
||||
<li><b>Report service URL</b><b> - </b>Type the URL for Report Services (Report Manager and Report Designer, if you use it).</li>
|
||||
<li><b>Report Root</b> - Specify the appropriate report root folder. The default is <b>/Polaris</b>.</li>
|
||||
<li><b>Maximum pages</b> - Specify the number of pages that trigger a message when the report is run. This setting causes a dialog box to be displayed when the report .pdf file would exceed the specified number of pages. You can choose to print all the pages, or a limited number of pages.</li>
|
||||
<li><b>Maximum # of entries to display in report wizard</b> - (System level only) Set the maximum number of entries that should appear in list boxes and other controls in the report wizard, where users select report parameters from a list. The default setting is 2500. The maximum value is 9999.</li>
|
||||
<li><b>Windows authentication</b> (optional) - You can use Windows Authentication to restrict access to reports from the browser, but allow staff with the Polaris <b>Access reports and notices</b> permission to see reports in the Polaris Report Manager. Select (check) the <b>Override default Report Server authentication</b> check box, and type the appropriate log-on information. See <a href="../../Administration/PDrepserv/Security_for_Reports.htm#XREF_53935_Security_for">Security for Reports</a>.</li>
|
||||
<li><b>Available organizations when running reports</b> - Sets the organizations that appear as parameter options when the staff member sets up a report to run. Select one of the following options:<ul type="disc"><li><b>Unrestricted</b> - Any or all organizations in the system are available for selection in the Organizations report parameter list.</li><li><b>Restrict Organization to Branch Only</b> - Only the staff member’s logged-on branch appears in the Organizations list.</li><li><b>Restrict Organization to Library Only</b> - The Organizations list includes the staff member’s logged-on branch and the other branches associated with the parent library of the logged-on branch.</li></ul></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>
|
||||
<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>
|
||||
</html>
|
||||
+78
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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="Polaris User Interface (UI) Reference|General Administration UI 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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadmin.fm" /><title>Report of Unavailable Targets Dialog Box</title>
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<h1><a name="kanchor2996"></a><a name="IX_described_112"></a>Report <span style="font-size: 11.0pt;"><a name="CSH_109"></a></span>of Unavailable Targets Dialog Box</h1>
|
||||
<p>This dialog box appears when you remove an organization from a resource group and the resource group is associated with one or more databases; users connected to that organization will not be able to access the database(s). The dialog box lists the database display name defined for PAC (the organization-level name or system-level name, if none is defined for the organization), the server display name, and the organizations affected. If you continue to save the resource group record, the database is removed from PAC display (if it has been selected for display) for every organization indicated in the report where there is no inheritance. The database may still be available for a parent organization. The dialog box also appears when you change a resource group on a server record for a remote resource.</p>
|
||||
<ul type="disc">
|
||||
<li>For more information about resource group records, see <a href="../../Administration/PDorgnizatn/Setting_Up_Organization_Resource_Groups.htm#XREF_75320_Setting_Up_Branch">Setting Up Organization Resource Groups</a>.</li>
|
||||
<li>For more information about server records for remote resources, see <a href="../../Administration/PDserver/Registering_Remote_Resource_Servers.htm#XREF_28955_Profiling_Z39_50">Registering Remote Resource Servers</a>.</li>
|
||||
</ul>
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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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<col style="width: 50%;" />
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<tbody>
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<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%;">
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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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</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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+82
@@ -0,0 +1,82 @@
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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="Polaris User Interface (UI) Reference|General Administration UI 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="kanchor2286"></a><a name="IX_described_111"></a>Resource <span style="font-size: 11.0pt;"><a name="CSH_108"></a></span>Group Workform</h1>
|
||||
<p>This workform associates selected organizations as a Resource Group. Remote resources or eContent can then be made available to PAC users based on the organization resource group. Use the Resource Group workform to create Resource Groups and assign organizations to them. One organization can belong to multiple Resource Groups. See <a href="../../Administration/PDorgnizatn/Setting_Up_Organization_Resource_Groups.htm#XREF_75320_Setting_Up_Branch">Setting Up Organization Resource Groups</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Name and description</span> - The name must be unique.</li>
|
||||
<li><span class="FM_BulletHead">Organization list</span> - Specify the organizations that should belong to this Resource Group as follows:</li>
|
||||
<li><b>System Level Access</b> - Gives PAC users access to the resources associated with this Resource Group when the PAC connection organization is the system.</li>
|
||||
<li><b>All Branches</b> - Select to automatically check all branches. Resources with which this Resource Group is associated are available when the PAC connection organization is any library-level organization or any branch-level organization. Typically, it is not necessary to select all branches; if access is not restricted, a resource group is not necessary. However, you can use this option to select all branches and then de-select specific branches in the list. The <b>All Branches</b> check box is gray when some but not all organizations are selected.</li>
|
||||
<li><span class="FM_BulletHead">Library organizations</span> - Select a library organization check box to select the branches associated with the library. PAC users connected to any of the selected library’s branches have access to the resources (databases) associated with the resource group.</li>
|
||||
<li><span class="FM_BulletHead">Branch organizations</span> - Expand the library organization, and select individual branches. PAC users connected at any of the selected branches have access to the resources (databases) associated with the resource group.</li>
|
||||
</ul>
|
||||
</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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<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="kanchor3835"></a><a name="IX_described_114"></a>Search <span style="font-size: 11.0pt;"><a name="CSH_111"></a></span>Server Properties Dialog Box</h1>
|
||||
<p>For a registered Polaris server with the Polaris search server application (local server), this dialog box appears when you click <b>Configure</b> in the Define Connection dialog box for the Search Server connection (Server workform). See <a href="../../Administration/PDserver/Define_a_Polaris_search_server_connection.htm#XREF_69719_Define_a_Polaris">Define a Polaris search server connection</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Provider tab</span> - Select Z39.50 and click <b>Next</b>.</li>
|
||||
<li><span class="FM_BulletHead">Connection tab</span> - Enter the following information for your Polaris search server:</li>
|
||||
<li>Host name</li>
|
||||
<li>Port</li>
|
||||
<li>User name</li>
|
||||
<li>Password</li>
|
||||
</ul>
|
||||
<p>For a remote resource server, see <a href="../../Administration/PDserver/Registering_Remote_Resource_Servers.htm#XREF_28955_Profiling_Z39_50">Registering Remote Resource Servers</a>. The dialog box appears when you click <b>Configure</b> in the Define Connection dialog box for the Search Server connection (Server workform).</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Provider tab</span> - Select Z39.50 or the search server provider, and click <b>Next</b>.</li>
|
||||
<li><span class="FM_BulletHead">Connection tab</span> - Enter the following information for the search server:</li>
|
||||
<li>Host name</li>
|
||||
<li>Port</li>
|
||||
<li>User name</li>
|
||||
<li>Password</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For Z39.50 targets that do not require log-in, select <b>Anonymous Login</b> instead of supplying your library’s user name and password for the resource.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Test Connection</b>. Click to test the connection. A message indicates if the connection was successful.</li>
|
||||
<li><span class="FM_BulletHead">All</span> tab - Review all settings; add a CQL filter to filter PAC search results. See <a href="../../Administration/PDserver/Filter_remote_Z39_50_PAC_results.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Filter Remote Z39.50 Target Search Results in PowerPAC</span></a>.</li>
|
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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>
|
||||
<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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<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="kanchor2573"></a><a name="IX_described_113"></a><a name="XREF_68465_Server_Workform"></a>Server <span style="font-size: 11.0pt;"><a name="CSH_110"></a></span>Workform</h1>
|
||||
<p>The Server workform contains connection and database information about the Polaris SQL, search, and Web servers, as well as any remote servers available for Polaris searches. Use the Server workform to add a network server or remote server to Polaris, and to edit connection and database information. See <a href="../../Administration/PDserver/Setting_Up_Server_Records.htm#XREF_43094_Setting_Up_Server">Setting Up Server Records</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Network Name </span> - For a Polaris server, type the network name, or click <b>Browse</b> to find and select the server on the network. For a remote target server, type the system name of the remote server.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The network name for a remote server cannot contain the single quote character (apostrophe). The character causes connection problems in PAC searches. For example, use <b>Bowkers Books in Print</b> instead of <b>Bowker’s Books in Print</b>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Display Name</span> - Your entry in the <b>Display name</b> field is displayed as a selection on the Administrator Explorer and Polaris Find Tool for server searches.</li>
|
||||
<li><span class="FM_BulletHead">Resource Group</span> - Select the resource group that should have access to this database or resource, or select <b>None</b> if you want every organization to have access (no resource group restriction).</li>
|
||||
<li><span class="FM_BulletHead">Note</span> - Optional. Enter a note regarding this server record.</li>
|
||||
<li><span class="FM_BulletHead">Define the connections for this server</span> - Select <b>View, Connections</b>, or click <img alt="ServerConnectView.gif" style="margin-bottom: -8.000pt;width: 28;height: 28;" id="image18" src="ServerConnectView_28x28.gif" />. See <a href="../../Administration/PDserver/Registering_Polaris_Servers.htm#XREF_36055_Changing_Tier">Registering Polaris Servers</a> and <a href="../../Administration/PDserver/Registering_Remote_Resource_Servers.htm#XREF_28955_Profiling_Z39_50">Registering Remote Resource Servers</a>. </li>
|
||||
<li><span class="FM_BulletHead">Add a connection</span> - Click <img alt="btnInsert.gif" style="margin-bottom: 0.000pt;width: 28;height: 27;" id="image19" src="btnInsert_28x27.gif" />. The Define Connection dialog box appears, where you select a connection type and configure the connection. For Polaris servers, see the following topics: <a href="../../Administration/PDserver/Define_an_SQL_server_connection.htm#XREF_86919_Define_a_SQL">Define an SQL server connection</a>; <a href="../../Administration/PDserver/Define_a_Web_server_connection.htm#XREF_42583_Define_an_Internet">Define a Web server connection</a>; <a href="../../Administration/PDserver/Define_a_telephony_server_connection.htm#XREF_51910_Define_a_telephony">Define a telephony server connection</a>; <a href="../../Administration/PDserver/Define_a_Polaris_search_server_connection.htm#XREF_69719_Define_a_Polaris">Define a Polaris search server connection</a>. For remote servers, see <a href="../../Administration/PDserver/Set_up_a_server_record_for_a_Z39_50_or_other_search_server.htm#XREF_88995_Define_a_Z39_50">Set up a server record for a Z39.50 or other search server</a>.</li>
|
||||
<li><span class="FM_BulletHead">Edit connection information</span> - Select the item in the Connections list, and click <img alt="btnModify.gif" style="margin-bottom: 0.000pt;width: 24;height: 22;" id="image20" src="btnModify_24x22.gif" />. </li>
|
||||
<li><span class="FM_BulletHead">Specify the search databases available on this server</span> - Select <b>View, Databases</b>, or click <img alt="ServerDBView.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image21" src="ServerDBView_28x28.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Add a database</span> - Click <img alt="DBAdd.gif" style="width: 15.987pt;height: 15.250pt;margin-bottom: 0.000pt;" id="image22" src="DBAdd.gif" /> above the <b>Databases</b> list. The New Database dialog box appears. If you are adding a database to a Polaris server, see <a href="../../Administration/PDserver/Specify_Polaris_server_databases.htm#XREF_76104_Specify_server">Specify Polaris server databases</a>. For remote servers, see <a href="../../Administration/PDserver/Set_up_a_server_record_for_a_Z39_50_or_other_search_server.htm#XREF_88995_Define_a_Z39_50">Set up a server record for a Z39.50 or other search server</a>.</li>
|
||||
<li><b>Edit database information</b> - Select the database in the <b>Databases list</b>, and click <img alt="DBEdit.gif" style="width: 14.457pt;height: 15.279pt;margin-bottom: 0.000pt;" id="image23" src="DBEdit.gif" /> above the list.</li>
|
||||
<li><span class="FM_BulletHead">Make a database available in the staff client</span> - See <a href="../../Administration/PDserver/Set_database_availability_in_the_staff_client.htm#XREF_21154_Set_database">Set database availability in the staff client</a>.</li>
|
||||
<li><span class="FM_BulletHead">Display a database for PAC searches</span> - See <a href="../../Public_Access_Admin/PDOz3950/Managing_Federated_Search_Targets.htm">Managing Federated Search Targets</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>
|
||||
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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="Polaris User Interface (UI) Reference|General Administration UI 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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<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" />
|
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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/PRadmin.fm" /><title>Staff Member Workform</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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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="../../../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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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>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Staff_Member_Workform.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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<h1><a name="kanchor1585"></a><a name="IX_described_117"></a><a name="XREF_71160_Staff_Member"></a>Staff <span style="font-size: 11.0pt;"><a name="CSH_114"></a></span>Member Workform</h1>
|
||||
<p>The Staff Member workform displays the staff member’s user name, permissions, and profiles. Each staff member record is associated with a parent organization. See <a href="../../Administration/PDresourc/Setting_Up_Staff_Records.htm#XREF_45471_Working_with_Staff">Setting Up Staff Records</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set profiles and permissions for a staff member directly from the Administration Explorer. See <a href="../../Administration/PDstart/Use_the_Administration_Explorer.htm#XREF_68318_Access">Use the Administration Explorer</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Name</span> - Not necessarily the staff member’s network user name. This name identifies the staff member in Polaris workforms such as the Administration Explorer.</li>
|
||||
<li><span class="FM_BulletHead">Organization and affiliated branch</span> - Select the organization to which the staff member belongs. You can also select an affiliated branch. If the organization is a branch, the <b>Affiliated branch</b> box is unavailable.</li>
|
||||
<li><span class="FM_BulletHead">Account options</span> - Click <b>Active</b> to allow the staff member to log on to Polaris. Click <b>Suspend</b> if you want to prevent the staff member from logging on to Polaris without deleting the staff member record.</li>
|
||||
<li><span class="FM_BulletHead">Set profiles</span> - Select <b>View, Profiles,</b> or click <img alt="OrgProfView00475.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image30" src="OrgProfView00475_28x28.gif" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For information about specific profiles, see the following topics:<ul type="disc"><li><span class="FM_BulletHead">Acquisitions/Serials</span> - <a href="../../Acquisitions/PDKacqref/acqprofref.htm">Acquisitions and Serials Profiles Reference</a></li><li><span class="FM_BulletHead">Patron Services</span> - <a href="../../Patron_Services_Admin/PDPProfRef/Patron_Services_Profiles_Reference.htm">Patron Services Profiles Reference</a></li><li><span class="FM_BulletHead">Cataloging</span> - <a href="../../Cataloging_Admin/PDKcatref/catprofref.htm">Cataloging Profiles Reference</a></li><li><span class="FM_BulletHead">Staff Client</span> - <a href="../../Administration/PDquickref/Administration_Shortcut_Keys.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a></li></ul></li>
|
||||
<li><span class="FM_BulletHead">Assign permissions</span> - Select <b>View, Permissions</b>, or click <img alt="OrgPermView00476.gif" style="margin-bottom: 0.000pt;width: 29;height: 28;" id="image31" src="OrgPermView00476_29x28.gif" />. See <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can sort the permissions list by clicking a column head. Sorting can take some time because there may be thousands of permissions. Wait until the sorting operation is complete before you proceed.</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>
|
||||
+108
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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="Polaris User Interface (UI) Reference|General Administration UI 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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<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" />
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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" /><title>System Workform</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">
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</head>
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/System_Workform.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 role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor5193"></a><a name="IX_described_107"></a><a name="XREF_65890_System_Workform"></a>System <span style="font-size: 11.0pt;"><a name="CSH_104"></a></span>Workform</h1>
|
||||
<p>The System workform displays system-level information about your organization. There is one system record for a Polaris installation. See <a href="../../Administration/PDorgnizatn/Changing_System_Information.htm#XREF_83202_Changing_System">Changing System Information</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set tables, parameters, profiles, and permissions for an organization directly from the Administration Explorer. Some settings are available only from the Explorer and are not available from the organization workform. See <a href="../../Administration/PDstart/Use_the_Administration_Explorer.htm#XREF_68318_Access">Use the Administration Explorer</a>.</p>
|
||||
<p>Use the workform views as follows:</p>
|
||||
<p>Edit system location and contact information - Select <b>View, General</b>, or click <img alt="OrgGenView.gif" style="margin-bottom: 0.000pt;width: 30;height: 28;" id="image1" src="OrgGenView_30x28.gif" />.</p>
|
||||
<ul type="disc">
|
||||
<li>Address and contact information - Must be defined in the appropriate tables before you can select them in the system record. See <a href="../../Administration/PDorgnizatn/Setting_Organization_Addresses.htm#XREF_92850_Setting">Setting Organization Addresses</a> and <a href="../../Administration/PDorgnizatn/Identifying_Organization_Contacts.htm#XREF_47821_Identifying">Identifying Organization Contacts</a>.</li>
|
||||
<li>Default Country - Select the country in which the system is located. This setting defines the default postal code, if the state displays in addresses, and telephone number formats on other Polaris workforms.</li>
|
||||
<li>Default Currency - Specify the currency used for the library system. </li>
|
||||
<li>Default Language - Select a language to set the language used for the Leap interface and messages if other than the default, English. The values in the list are the languages for which the library system is licensed.</li>
|
||||
<li>Error Reporting Email - (Optional) Type the e-mail address of the administrator who should receive the report of a system error.</li>
|
||||
</ul>
|
||||
<p>Set parameters - Select <b>View, Parameters,</b> or click <img alt="OrgParamView.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image2" src="OrgParamView_28x28.gif" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For information about specific parameters, see the following topics:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Acquisitions/Serials</span> - Acquisitions Permissions, Parameters, and Profiles</li>
|
||||
<li><span class="FM_BulletHead">Patron Services</span> - </li>
|
||||
<li><span class="FM_BulletHead">Cataloging</span> - Cataloging Permissions, Parameters, and Profiles</li>
|
||||
<li><span class="FM_BulletHead">PAC</span> - <a href="../../Public_Access_Admin/PDOMessages/Editing_Messages_and_Labels.htm#XREF_12013_Setting_Public">Editing Messages and Labels</a></li>
|
||||
<li><span class="FM_BulletHead">Notification</span> - <a href="../../Telephony_Admin/Telephony_Parameters_Reference.htm#XREF_49550_Notification">Telephony Parameters Reference</a></li>
|
||||
<li><span class="FM_BulletHead">SelfCheck Unit</span> - <a href="../../Patron_Services_Admin/PDPselfcheckParams/Self-Check_Parameters_Reference.htm#XREF_49428_Self_Check">Self-Check Parameters Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Request</span> - <a href="../../Patron_Services_Admin/PDPNCIP/NCIP_Administration.htm">NCIP Administration</a></li>
|
||||
<li><span class="FM_BulletHead">Credit Card Payment</span> - <a href="../../Patron_Services_Admin/PDPCreditCard/Setting_Up_E-Commerce.htm#XREF_47672_Setting_Up">Setting Up E-Commerce</a></li>
|
||||
</ul>
|
||||
<p>Set profiles - Select <b>View, Profiles,</b> or click <img alt="OrgProfView.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image3" src="OrgProfView_28x28.gif" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For information about specific profiles, see the following topics:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Acquisitions/Serials</span> - Acquisitions Permissions, Parameters, and Profiles</li>
|
||||
<li><span class="FM_BulletHead">Patron Services</span> - <a href="../../Patron_Services_Admin/PDPProfRef/Patron_Services_Profiles_Reference.htm">Patron Services Profiles Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Cataloging</span> - Cataloging Permissions, Parameters, and Profiles</li>
|
||||
<li><span class="FM_BulletHead">PAC</span> - <a href="../../Public_Access_Admin/PDOPacProfs/PAC_Profiles_Reference.htm#XREF_61718_PAC_Profiles">PAC Profiles Reference</a></li>
|
||||
<li><span class="FM_BulletHead">PowerPAC</span> - <a href="../../Public_Access_Admin/PDOPowerProfs/Polaris_PowerPAC_Profiles_Reference.htm">Polaris PowerPAC Profiles Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Children’s PAC</span> - <a href="../../Public_Access_Admin/PDOchildProfs/Childrens_PAC_Profiles_Ref.htm#XREF_81866_Public_Client">Children’s PAC Profiles Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Staff Client</span> - <a href="../../Administration/PDquickref/Administration_Shortcut_Keys.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a></li>
|
||||
<li><span class="FM_BulletHead">Mobile PAC</span> - <a href="../../Public_Access_Admin/PDOMobileProfs/Mobile_PAC_Profiles_Reference.htm#XREF_62110_Mobile_PAC">Mobile PAC Profiles Reference</a></li>
|
||||
</ul>
|
||||
<p>Edit tables - Select <b>View, Database Tables</b>, or click <img alt="OrgTablesView.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image4" src="OrgTablesView_28x28.gif" />. See <a href="../../Administration/PDattribut/Working_with_Tables.htm#XREF_52853_Working_with">Working with Tables</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Some tables are view-only. Some tables are available only from the Administration Explorer.</p>
|
||||
<p>Assign permissions - Select <b>View, Permissions</b>, or click <img alt="OrgPermView.gif" style="margin-bottom: 0.000pt;width: 29;height: 28;" id="image5" src="OrgPermView_29x28.gif" />. See <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</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>
|
||||
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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="Polaris User Interface (UI) Reference|Cataloging Administration UI 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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<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/PRadminCat.fm" /><title>Transaction Logging</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Transaction_Logging.htm">Open topic with navigation</a>
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|
||||
<h1>Transaction <a name="CSH_92"></a>Logging Database Table</h1>
|
||||
<p>Use the transaction logging database table to:</p>
|
||||
<p>Modify an entry - Click <img alt="modbutton00458.gif" style="width: 21.203pt;height: 18.794pt;margin-bottom: -4.500pt;" id="image50" src="../PRadminCat/modbutton00458.gif" /> and select Yes to log the transaction or No to prevent the transaction from being logged. </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%;" />
|
||||
<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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</tr>
|
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</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>
|
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</table>
|
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</body>
|
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</html>
|
||||
+85
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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="Polaris User Interface (UI) Reference|Cataloging Administration UI 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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadminCat.fm" /><title>Vendor Account Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Vendor_Account_Workform.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="CSH_69"></a>Vendor Account Workform</h1>
|
||||
<p>To access the Vendor Account workform, select <b>Administration</b>, <b>Explorer</b>, <b>Vendor</b> on the Polaris Shortcut Bar. Expand the <b>Vendor</b> node in the explorer to see the accounts associated with the selected vendor. </p>
|
||||
<p>To create a new vendor account, right-click and select <b>New</b>. </p>
|
||||
<p>To edit an existing vendor account, select it under the Vendor record, right-click and select <b>Edit</b>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="../../EContent Integration/EContentCloudLib/Create_a_3M_integrated_vendor_account.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating a cloudLibrary Integrated Vendor Account </span></a>
|
||||
</li>
|
||||
<li><a href="../../EContent Integration/EContentAxis360/Create_an_Axis_360_integrated_vendor_account.htm#XREF_72698_Create_an_Axis_360" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating an Axis 360 Integrated Vendor Account</span></a>
|
||||
</li>
|
||||
<li><a href="../../EContent Integration/EContentOverDr/Create_an_OverDrive_integrated_vendor_account.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating an OverDrive Integrated Vendor Account</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>
|
||||
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|
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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="Polaris User Interface (UI) Reference|General Administration UI 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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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRadmin.fm" /><title>Workstation Workform</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRadmin/Workstation_Workform.htm">Open topic with navigation</a>
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<h1><a name="kanchor1120"></a><a name="IX_described_116"></a><a name="XREF_94359_Workstation"></a>Workstation <span style="font-size: 11.0pt;"><a name="CSH_113"></a></span>Workform</h1>
|
||||
<p>The Workstation workform displays information about a staff client, Leap, or Polaris<span class="FM_SuperScript">®</span> ExpressCheck™ workstation. Each workstation record is associated with a parent organization. See <a href="../../Administration/PDresourc/Setting_Up_Workstations.htm#XREF_70555_Setting_Up">Setting Up Workstations</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set parameters, profiles, and permissions for a workstation directly from the Administration Explorer. See <a href="../../Administration/PDstart/Use_the_Administration_Explorer.htm#XREF_68318_Access">Use the Administration Explorer</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Library workstations that run Polaris PowerPAC are not ordinarily registered in Polaris, so there are no workstation records for them. However, you can designate them as “in-house” for certain purposes, such as access to e-sources. See <a href="../../Administration/PDresourc/Identifying_In-House_Computers.htm#XREF_75055_Indentifying_In">Identifying In-House Computers</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead" style="font-weight: normal;">Network and display names</span> - The network name is the computer as it is identified on the network. Click <b>Browse</b> to select the computer from the network. The display name identifies the computer in Polaris workforms such as the Administration Explorer.</li>
|
||||
<li>Parent Branch - The branch to which the workstation is assigned. If Leap is enabled for the branch, the <b>Leap</b> check box appears when you select the parent branch.</li>
|
||||
<li><span class="FM_BulletHead" style="font-weight: normal;">Staff client use</span> - Select (check) <b>Enabled</b> to allow this workstation to log on to the staff client.</li>
|
||||
<li>Leap use - Select (check) the <b style="font-size: 11pt;">Leap</b> check box if Leap will be used on this workstation. When you create a new workstation record, the Leap check box does not appear until you select a parent branch for which Leap is enabled.<ul type="disc"><li>To view or set parameters that affect the operation of Leap on the workform, select <b>View, Parameters, Leap</b>.</li><li>To enable automatic polling of RFID tags, set <b>RFID: Auto-poll RFID</b> tags to <b>Yes</b>.</li><li>For a workstation that accesses Leap via the Web but does not have the Polaris staff client installed, the local security manager must be used to operate Leap with RFID and/or a media dispenser unit.<ul type="disc"><li>To use the local security manager for RFID, set <b>RFID: Use local security manager</b> to <b>Yes</b>.</li><li>To use the local security manager for the media dispenser, set <b>Media dispenser: Use local security manager</b> to <b>Yes</b>.</li></ul></li></ul></li>
|
||||
<li style="mc-hyphenate: never;">Leap running in Terminal Services session - Select the <b>Terminal Server</b> check box to identify the terminal server. When this box is checked, the Leap user can select their workstation when they log in so that transactions are logged appropriately.</li>
|
||||
<li>Set parameters - Select <b>View, Parameters,</b> or click <img alt="OrgParamView00472.gif" style="width: 28;height: 18;" src="OrgParamView00472_28x18.gif" class="imginline" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For information about the Polaris ExpressCheck parameter, see the <span class="FM_Emphasis" style="font-style: italic;font-weight: bold;"><span style="font-size: 11pt;font-weight: normal;">Polaris ExpressCheck Administration Guide.</span></span></li>
|
||||
<li>Set profiles - Select <b>View, Profiles,</b> or click <img alt="OrgProfView00473.gif" style="width: 28;height: 18;" src="OrgProfView00473_28x18.gif" class="imginline" />. For general procedures, see <a href="../../Administration/PDattribut/Editing_Parameters_Profiles_and_Tables.htm#XREF_77046_Working_with">Editing Parameters, Profiles, and Tables</a>. For information about specific profiles, see the following topics:<ul type="disc"><li>Acquisitions<span class="FM_BulletHead"></span>- <a href="../../Acquisitions/PDKacqref/acqprofref.htm">Acquisitions Profiles Reference</a></li><li>Serials<b><![CDATA[ ]]></b>- <a href="../../Serials_Admin/PDKseref/serialsprofref.htm">Serials Profiles Reference</a></li><li>Patron Services - <a href="../../Patron_Services_Admin/PDPProfRef/Patron_Services_Profiles_Reference.htm">Patron Services Profiles Reference</a></li><li>Cataloging - <a href="../../Cataloging_Admin/PDKcatref/catprofref.htm">Cataloging Profiles Reference</a></li><li>PAC - <a href="../../Public_Access_Admin/PDOPacProfs/PAC_Profiles_Reference.htm#XREF_61718_PAC_Profiles">PAC Profiles Reference</a></li><li>Staff Client - <a href="../../Administration/PDStaffClProfRef/Staff_Client_Profiles_Reference.htm">Staff Client Profiles Reference</a></li></ul></li>
|
||||
<li>Assign permissions - Select <b>View, Permissions</b>, or click <img alt="OrgPermView00474.gif" style="width: 29;height: 18;" src="OrgPermView00474_29x18.gif" class="imginline" />. See <a href="../../Administration/PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can sort the permissions list by clicking a column head. Sorting can take some time because there may be thousands of permissions. Wait until the sorting operation is complete before you proceed.</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>
|
||||
Reference in New Issue
Block a user